Wealth Advisors of Iowa
Latest statistics and disclosures from Wealth Advisors of Iowa's latest quarterly 13F-HR filing:
- Top 5 stock holdings are RSP, SPLG, SPYV, USMV, SPDW, and represent 61.15% of Wealth Advisors of Iowa's stock portfolio.
- Added to shares of these 10 stocks: RSP (+$17M), JEPI, JPST, XLE, V, JEPQ, XOM, KR, VZ, GLD.
- Started 6 new stock positions in XOM, KR, VWO, VZ, JPST, GLD.
- Reduced shares in these 10 stocks: USMV (-$11M), SPLG, IVV, AGG, CRM, AXP, SPYV, SPDW, AAPL, AMZN.
- Sold out of its positions in AXP, AGG.
- Wealth Advisors of Iowa was a net buyer of stock by $3.2M.
- Wealth Advisors of Iowa has $164M in assets under management (AUM), dropping by 10.37%.
- Central Index Key (CIK): 0001803005
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Portfolio Holdings for Wealth Advisors of Iowa
Wealth Advisors of Iowa holds 63 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 21.9 | $36M | +91% | 213k | 169.37 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 13.1 | $22M | -16% | 349k | 61.53 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 9.6 | $16M | 315k | 50.10 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 9.4 | $15M | -42% | 184k | 83.58 |
|
| Spdr Index Shs Fds Portfolio Develpd (SPDW) | 7.2 | $12M | 329k | 35.84 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 6.2 | $10M | +5% | 108k | 94.41 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 4.9 | $8.1M | +29% | 139k | 57.86 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.9 | $6.4M | -15% | 12k | 525.73 |
|
| Apple (AAPL) | 1.9 | $3.1M | -2% | 18k | 171.48 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 1.7 | $2.7M | +9% | 51k | 54.24 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 1.6 | $2.6M | 35k | 73.15 |
|
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 1.4 | $2.4M | 26k | 90.44 |
|
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| Microsoft Corporation (MSFT) | 1.3 | $2.1M | 5.0k | 420.76 |
|
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| Berkshire Hathaway (BRK.A) | 1.2 | $1.9M | 3.00 | 634440.00 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $1.6M | +3% | 3.8k | 420.52 |
|
| Costco Wholesale Corporation (COST) | 0.9 | $1.5M | 2.1k | 732.58 |
|
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| Amazon (AMZN) | 0.9 | $1.4M | -5% | 7.9k | 180.38 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $1.1M | +2% | 7.2k | 152.26 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.6 | $1.0M | -2% | 24k | 43.04 |
|
| salesforce (CRM) | 0.6 | $909k | -37% | 3.0k | 301.18 |
|
| Ishares Tr National Mun Etf (MUB) | 0.5 | $872k | 8.1k | 107.59 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $867k | 2.5k | 344.14 |
|
|
| Visa Com Cl A (V) | 0.4 | $722k | +63% | 2.6k | 279.13 |
|
| Adobe Systems Incorporated (ADBE) | 0.4 | $701k | 1.4k | 504.60 |
|
|
| Eli Lilly & Co. (LLY) | 0.4 | $700k | 899.00 | 778.11 |
|
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| Casey's General Stores (CASY) | 0.4 | $649k | 2.0k | 318.41 |
|
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| NVIDIA Corporation (NVDA) | 0.4 | $624k | 690.00 | 904.03 |
|
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| JPMorgan Chase & Co. (JPM) | 0.4 | $588k | +3% | 2.9k | 200.30 |
|
| Alliant Energy Corporation (LNT) | 0.3 | $565k | -8% | 11k | 50.40 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.3 | $560k | NEW | 11k | 50.45 |
|
| Deere & Company (DE) | 0.3 | $557k | 1.4k | 410.74 |
|
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| Walt Disney Company (DIS) | 0.3 | $550k | 4.5k | 122.36 |
|
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.3 | $546k | +19% | 15k | 36.19 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $537k | 3.6k | 150.93 |
|
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| Meta Platforms Cl A (META) | 0.3 | $432k | +15% | 890.00 | 485.67 |
|
| W.R. Berkley Corporation (WRB) | 0.3 | $411k | 4.6k | 88.44 |
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| Marriott Intl Cl A (MAR) | 0.2 | $402k | 1.6k | 252.27 |
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| Johnson & Johnson (JNJ) | 0.2 | $378k | 2.4k | 158.21 |
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| McDonald's Corporation (MCD) | 0.2 | $363k | -3% | 1.3k | 281.97 |
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| Procter & Gamble Company (PG) | 0.2 | $347k | 2.1k | 162.27 |
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| Bristol Myers Squibb (BMY) | 0.2 | $342k | -7% | 6.3k | 54.23 |
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| Chevron Corporation (CVX) | 0.2 | $330k | +5% | 2.1k | 157.76 |
|
| Starbucks Corporation (SBUX) | 0.2 | $328k | 3.6k | 91.38 |
|
|
| Merck & Co (MRK) | 0.2 | $311k | 2.4k | 131.97 |
|
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| Pepsi (PEP) | 0.2 | $306k | -7% | 1.7k | 175.00 |
|
| Constellation Brands Cl A (STZ) | 0.2 | $305k | 1.1k | 271.76 |
|
|
| Enterprise Products Partners (EPD) | 0.2 | $300k | 10k | 29.18 |
|
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| Advanced Micro Devices (AMD) | 0.2 | $285k | 1.6k | 180.49 |
|
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| Nike CL B (NKE) | 0.2 | $284k | 3.0k | 93.98 |
|
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| International Business Machines (IBM) | 0.2 | $281k | +2% | 1.5k | 190.99 |
|
| Applied Materials (AMAT) | 0.2 | $257k | 1.2k | 206.23 |
|
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| Ishares Tr Mscieafe Min Vl (EFAV) | 0.2 | $252k | 3.6k | 70.88 |
|
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $246k | 855.00 | 287.94 |
|
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| Exxon Mobil Corporation (XOM) | 0.1 | $245k | NEW | 2.1k | 116.21 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $245k | 6.0k | 40.90 |
|
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| Kroger (KR) | 0.1 | $229k | NEW | 4.0k | 57.13 |
|
| Verizon Communications (VZ) | 0.1 | $216k | NEW | 5.1k | 41.96 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $212k | NEW | 1.0k | 205.72 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $203k | NEW | 4.9k | 41.77 |
|
| Advisorshares Tr Pure Us Cannabis (MSOS) | 0.1 | $140k | 14k | 10.01 |
|
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| Lumos Pharma (LUMO) | 0.0 | $33k | 12k | 2.82 |
|
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| IsoRay (CATX) | 0.0 | $24k | 20k | 1.19 |
|
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| Purple Biotech (PPBT) | 0.0 | $9.6k | 14k | 0.67 |
|
Past Filings by Wealth Advisors of Iowa
SEC 13F filings are viewable for Wealth Advisors of Iowa going back to 2020
- Wealth Advisors of Iowa 2024 Q1 filed May 7, 2024
- Wealth Advisors of Iowa 2023 Q4 filed Feb. 8, 2024
- Wealth Advisors of Iowa 2023 Q3 filed Nov. 7, 2023
- Wealth Advisors of Iowa 2023 Q2 filed July 25, 2023
- Wealth Advisors of Iowa 2023 Q1 filed May 9, 2023
- Wealth Advisors of Iowa 2022 Q4 filed Feb. 10, 2023
- Wealth Advisors of Iowa 2022 Q3 filed Nov. 15, 2022
- Wealth Advisors of Iowa 2022 Q2 amended filed July 28, 2022
- Wealth Advisors of Iowa 2022 Q2 amended filed July 28, 2022
- Wealth Advisors of Iowa 2022 Q2 filed July 27, 2022
- Wealth Advisors of Iowa 2022 Q1 filed May 10, 2022
- Wealth Advisors of Iowa 2021 Q4 filed Feb. 14, 2022
- Wealth Advisors of Iowa 2021 Q3 filed Nov. 9, 2021
- Wealth Advisors of Iowa 2021 Q2 filed July 26, 2021
- Wealth Advisors of Iowa 2021 Q1 filed April 29, 2021
- Wealth Advisors of Iowa 2020 Q4 filed Feb. 12, 2021