Iowa State Bank Top Holdings and 13F Report (2025) About Iowa State BankInvestment ActivityIowa State Bank has $480.65 million in total holdings as of December 31, 2024.Iowa State Bank owns shares of 106 different stocks, but just 46 companies or ETFs make up 80% of its holdings.Approximately 2.43% of the portfolio was purchased this quarter.About 2.66% of the portfolio was sold this quarter.This quarter, Iowa State Bank has purchased 110 new stocks and bought additional shares in 35 stocks.Iowa State Bank sold shares of 53 stocks and completely divested from 6 stocks this quarter.Largest Holdings iShares Core MSCI EAFE ETF $23,279,617iShares Core S&P Mid-Cap ETF $22,449,545Apple $19,538,269JPMorgan Chase & Co. $17,469,346Microsoft $17,124,702 Largest New Holdings this Quarter Palantir Technologies Inc $2,222,161 HoldingLoymar LTD Stock $720,591 Holding Largest Purchases this Quarter Palantir Technologies Inc 29,382 shares (about $2.22M)Palo Alto Networks 11,626 shares (about $2.12M)Walmart 18,263 shares (about $1.65M)SPDR Portfolio High Yield Bond ETF 63,296 shares (about $1.49M)iShares Core MSCI EAFE ETF 13,489 shares (about $948.01K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 1,030 shares (about $603.66K)iShares Core U.S. Aggregate Bond ETF 4,121 shares (about $399.32K)Morgan Stanley 2,678 shares (about $336.68K)Prudential Financial 2,065 shares (about $244.76K)SPDR SSGA US Large Cap Low Volatility Index ETF 1,201 shares (about $198.42K) Sector Allocation Over TimeMap of 500 Largest Holdings ofIowa State Bank Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIEFAiShares Core MSCI EAFE ETF$23,279,617$948,007 ▲4.2%331,2414.8%ETFIJHiShares Core S&P Mid-Cap ETF$22,449,545$70,473 ▼-0.3%360,2884.7%ETFAAPLApple$19,538,269$38,064 ▼-0.2%78,0224.1%Computer and TechnologyJPMJPMorgan Chase & Co.$17,469,346$113,143 ▼-0.6%72,8773.6%FinanceMSFTMicrosoft$17,124,702$37,092 ▲0.2%40,6283.6%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$14,257,208$190,459 ▲1.4%123,7393.0%ETFPGXInvesco Preferred ETF$12,834,412$71,232 ▼-0.6%1,113,1322.7%ETFNVDANVIDIA$11,871,370$153,762 ▲1.3%88,4012.5%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$10,806,459$363,347 ▲3.5%206,9412.2%ETFAMZNAmazon.com$10,323,177$132,073 ▲1.3%47,0542.1%Retail/WholesaleSPHYSPDR Portfolio High Yield Bond ETF$10,158,262$1,485,557 ▲17.1%432,8192.1%ETFMETAMeta Platforms$9,753,426$115,931 ▼-1.2%16,6582.0%Computer and TechnologyGOOGLAlphabet$9,613,222$65,876 ▲0.7%50,7832.0%Computer and TechnologyABBVAbbVie$9,491,846$56,509 ▲0.6%53,4152.0%MedicalEMREmerson Electric$9,266,618$22,307 ▼-0.2%74,7731.9%Industrial ProductsCSCOCisco Systems$8,782,498$28,771 ▼-0.3%148,3531.8%Computer and TechnologyPGProcter & Gamble$8,223,400$25,650 ▼-0.3%49,0511.7%Consumer StaplesBRK.BBerkshire Hathaway$8,103,2870.0%17,8771.7%FinanceMSMorgan Stanley$7,992,272$336,678 ▼-4.0%63,5721.7%FinanceETNEaton$7,751,819$53,431 ▼-0.7%23,3581.6%Industrial ProductsSPYSPDR S&P 500 ETF Trust$7,708,124$603,662 ▼-7.3%13,1521.6%FinanceUPSUnited Parcel Service$7,433,469$88,144 ▼-1.2%58,9491.5%TransportationCRMSalesforce$7,043,999$122,699 ▼-1.7%21,0691.5%Computer and TechnologyJNJJohnson & Johnson$6,577,028$37,312 ▼-0.6%45,4781.4%MedicalCVXChevron$6,390,051$117,900 ▼-1.8%44,1181.3%Oils/EnergyDIASPDR Dow Jones Industrial Average ETF Trust$6,327,1850.0%14,8701.3%FinanceCAHCardinal Health$6,241,108$8,752 ▲0.1%52,7701.3%MedicalPEPPepsiCo$6,239,782$137,462 ▼-2.2%41,0351.3%Consumer StaplesXOMExxon Mobil$6,147,518$127,363 ▼-2.0%57,1491.3%Oils/EnergyIBMInternational Business Machines$5,956,294$125,743 ▼-2.1%27,0951.2%Computer and TechnologyVVisa$5,932,703$43,297 ▲0.7%18,7721.2%Business ServicesORCLOracle$5,790,740$3,166 ▲0.1%34,7501.2%Computer and TechnologyPRUPrudential Financial$5,488,532$244,764 ▼-4.3%46,3051.1%FinanceBRK.ABerkshire Hathaway$4,766,4400.0%71.0%FinanceCATCaterpillar$4,569,688$39,541 ▼-0.9%12,5971.0%Industrial ProductsICEIntercontinental Exchange$4,499,208$39,786 ▲0.9%30,1940.9%FinanceLLYEli Lilly and Company$4,425,104$92,640 ▲2.1%5,7320.9%MedicalMETMetLife$4,298,536$62,393 ▼-1.4%52,4980.9%FinanceAVGOBroadcom$4,267,943$35,935 ▲0.8%18,4090.9%Computer and TechnologyPANWPalo Alto Networks$4,215,285$2,115,467 ▲100.7%23,1660.9%Computer and TechnologyRTXRTX$4,097,992$12,613 ▲0.3%35,4130.9%AerospaceLOWLowe's Companies$3,965,582$51,334 ▼-1.3%16,0680.8%Retail/WholesaleBACBank of America$3,956,203$7,515 ▼-0.2%90,0160.8%FinanceTFCTruist Financial$3,895,481$49,019 ▼-1.2%89,7990.8%FinanceMASMasco$3,683,000$20,828 ▲0.6%50,7510.8%ConstructionMCDMcDonald's$3,333,735$126,972 ▼-3.7%11,5000.7%Retail/WholesaleEOGEOG Resources$3,149,080$40,697 ▼-1.3%25,6900.7%Oils/EnergyMRKMerck & Co., Inc.$3,133,918$3,283 ▲0.1%31,5030.7%MedicalSPYGSPDR Portfolio S&P 500 Growth ETF$2,982,271$134,311 ▼-4.3%33,9280.6%ETFAMTAmerican Tower$2,905,765$59,425 ▲2.1%15,8430.6%FinanceAGGiShares Core U.S. Aggregate Bond ETF$2,862,232$399,325 ▼-12.2%29,5380.6%FinanceDLRDigital Realty Trust$2,813,340$21,812 ▼-0.8%15,8650.6%FinanceVZVerizon Communications$2,810,337$609,847 ▲27.7%70,2760.6%Computer and TechnologyQCOMQUALCOMM$2,788,203$27,037 ▲1.0%18,1500.6%Computer and TechnologyAMGNAmgen$2,720,039$43,006 ▼-1.6%10,4360.6%MedicalDISWalt Disney$2,708,032$40,977 ▲1.5%24,3200.6%Consumer DiscretionaryYUMYum! Brands$2,689,506$32,735 ▼-1.2%20,0470.6%Retail/WholesaleBMYBristol-Myers Squibb$2,654,530$2,715 ▲0.1%46,9330.6%MedicalDUKDuke Energy$2,610,648$53,762 ▼-2.0%24,2310.5%UtilitiesLinde Plc$2,543,839$22,608 ▼-0.9%6,0760.5%ComPYPLPayPal$2,527,384$92,007 ▲3.8%29,6120.5%Computer and TechnologyPFEPfizer$2,519,740$11,832 ▼-0.5%94,9770.5%MedicalWMTWalmart$2,422,012$1,650,062 ▲213.8%26,8070.5%Retail/WholesaleNKENIKE$2,372,179$131,514 ▲5.9%31,3490.5%Consumer DiscretionaryGILDGilead Sciences$2,333,081$43,876 ▼-1.8%25,2580.5%MedicalCOPConocoPhillips$2,300,347$22,512 ▲1.0%23,1960.5%Oils/EnergyPalantir Technologies Inc$2,222,161$2,222,161 ▲New Holding29,3820.5%ComSCHWCharles Schwab$2,209,939$102,430 ▲4.9%29,8600.5%FinanceMDLZMondelez International$2,132,182$21,981 ▼-1.0%35,6970.4%Consumer StaplesOMCOmnicom Group$2,093,439$9,981 ▼-0.5%24,3310.4%Business ServicesCMCSAComcast$2,079,049$69,806 ▼-3.2%55,3970.4%Consumer DiscretionaryTJXTJX Companies$1,986,116$33,706 ▲1.7%16,4400.4%Retail/WholesaleCOSTCostco Wholesale$1,950,739$17,409 ▲0.9%2,1290.4%Retail/WholesaleDDDuPont de Nemours$1,931,489$6,253 ▼-0.3%25,3310.4%Basic MaterialsIVViShares Core S&P 500 ETF$1,902,6140.0%3,2320.4%ETFFCXFreeport-McMoRan$1,844,862$8,225 ▲0.4%48,4470.4%Basic MaterialsHONHoneywell International$1,792,889$23,944 ▲1.4%7,9370.4%Multi-Sector ConglomeratesWMWaste Management$1,750,528$46,008 ▲2.7%8,6750.4%Business ServicesSYYSysco$1,587,768$22,173 ▼-1.4%20,7660.3%Consumer StaplesEXCExelon$1,461,110$57,702 ▼-3.8%38,8180.3%UtilitiesCORCencora$1,432,335$44,487 ▲3.2%6,3750.3%MedicalCommunity State Bank Capital Stock$1,429,5630.0%2850.3%ComMDTMedtronic$1,042,194$80 ▼0.0%13,0470.2%MedicalHDHome Depot$873,6720.0%2,2460.2%Retail/WholesaleQQQInvesco QQQ$828,193$79,241 ▼-8.7%1,6200.2%FinanceCVSCVS Health$822,519$32,725 ▼-3.8%18,3230.2%Retail/WholesaleCWISPDR MSCI ACWI ex-US ETF$808,137$3,967 ▼-0.5%28,9240.2%ETFLoymar LTD Stock$720,591$720,591 ▲New Holding13,2730.1%ComPFGPrincipal Financial Group$510,2870.0%6,5920.1%FinanceLGLVSPDR SSGA US Large Cap Low Volatility Index ETF$507,856$198,417 ▼-28.1%3,0740.1%ETFINGING Groep$494,984$62,680 ▼-11.2%31,5880.1%FinanceIHFiShares U.S. Healthcare Providers ETF$479,9000.0%10,0000.1%ETFCHEChemed$370,860$26,490 ▼-6.7%7000.1%MedicalUSMViShares MSCI USA Min Vol Factor ETF$364,128$120,754 ▼-24.9%4,1010.1%ETFSPYVSPDR Portfolio S&P 500 Value ETF$363,0940.0%7,1000.1%ETFHSYHershey$299,241$16,427 ▼-5.2%1,7670.1%Consumer StaplesXLVHealth Care Select Sector SPDR Fund$275,1400.0%2,0000.1%ETFAFLAflac$260,979$7,448 ▼-2.8%2,5230.1%FinanceIWBiShares Russell 1000 ETF$257,7280.0%8000.1%ETFVIGVanguard Dividend Appreciation ETF$257,5160.0%1,3150.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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