Wealth Advisors Of Iowa, LLC Top Holdings and 13F Report (2024) About Wealth Advisors Of Iowa, LLCInvestment ActivityWealth Advisors Of Iowa, LLC has $196.44 million in total holdings as of September 30, 2024.Wealth Advisors Of Iowa, LLC owns shares of 69 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 57.38% of the portfolio was purchased this quarter.About 1,317.11% of the portfolio was sold this quarter.This quarter, Wealth Advisors Of Iowa, LLC has purchased 52 new stocks and bought additional shares in 15 stocks.Wealth Advisors Of Iowa, LLC sold shares of 18 stocks and completely divested from 7 stocks this quarter.Largest Holdings Invesco S&P 500 Equal Weight ETF $39,064,641SPDR Portfolio S&P 500 ETF $22,572,789iShares MSCI USA Min Vol Factor ETF $19,919,000SPDR Portfolio S&P 500 Value ETF $17,035,994JPMorgan Equity Premium Income ETF $13,836,075 Largest New Holdings this Quarter SPDR Portfolio S&P 500 ETF $22,572,789 HoldingiShares MSCI USA Min Vol Factor ETF $19,919,000 HoldingSPDR Portfolio S&P 500 Value ETF $17,035,994 HoldingSPDR Portfolio Developed World ex-US ETF $12,730,060 HoldingUtilities Select Sector SPDR Fund $12,504,342 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 334,362 shares (about $22.57M)iShares MSCI USA Min Vol Factor ETF 218,147 shares (about $19.92M)SPDR Portfolio S&P 500 Value ETF 322,286 shares (about $17.04M)SPDR Portfolio Developed World ex-US ETF 338,926 shares (about $12.73M)Utilities Select Sector SPDR Fund 154,795 shares (about $12.50M) Largest Sales this Quarter Berkshire Hathaway 3,567 shares (about $2.47B)SPDR Portfolio S&P 500 Growth ETF 689,161 shares (about $57.16M)Energy Select Sector SPDR Fund 245,616 shares (about $21.57M)SPDR Portfolio Emerging Markets ETF 328,018 shares (about $13.54M)Alphabet 3,126 shares (about $522.62K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWealth Advisors Of Iowa, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorRSPInvesco S&P 500 Equal Weight ETF$39,064,641$599,470 ▲1.6%218,04319.9%ETFSPLGSPDR Portfolio S&P 500 ETF$22,572,789$22,572,789 ▲New Holding334,36211.5%ETFUSMViShares MSCI USA Min Vol Factor ETF$19,919,000$19,919,000 ▲New Holding218,14710.1%ETFSPYVSPDR Portfolio S&P 500 Value ETF$17,035,994$17,035,994 ▲New Holding322,2868.7%ETFJEPIJPMorgan Equity Premium Income ETF$13,836,075$689,780 ▲5.2%232,5007.0%ETFSPDWSPDR Portfolio Developed World ex-US ETF$12,730,060$12,730,060 ▲New Holding338,9266.5%ETFXLUUtilities Select Sector SPDR Fund$12,504,342$12,504,342 ▲New Holding154,7956.4%ETFIVViShares Core S&P 500 ETF$7,036,596$7,036,596 ▲New Holding12,1993.6%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$6,391,324$6,391,324 ▲New Holding116,3543.3%ETFAAPLApple$4,192,563$24,232 ▲0.6%17,9942.1%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$3,031,751$57,158,301 ▼-95.0%36,5541.5%ETFIUSViShares Core S&P U.S. Value ETF$2,446,502$2,446,502 ▲New Holding25,6211.2%ManufacturingMSFTMicrosoft$2,079,024$42,596 ▼-2.0%4,8321.1%Computer and TechnologyBRK.ABerkshire Hathaway$2,073,540$2,465,439,060 ▼-99.9%31.1%FinanceCOSTCostco Wholesale$1,811,081$47,870 ▼-2.6%2,0430.9%Retail/WholesaleXLEEnergy Select Sector SPDR Fund$1,767,502$21,565,087 ▼-92.4%20,1310.9%ETFBRK.BBerkshire Hathaway$1,679,949$1,679,949 ▲New Holding3,6500.9%FinanceAMZNAmazon.com$1,472,193$4,845 ▼-0.3%7,9010.7%Retail/WholesalePULSPGIM Ultra Short Bond ETF$1,263,940$1,263,940 ▲New Holding25,3910.6%ETFUSMCPrincipal U.S. Mega-Cap ETF$1,258,567$910,529 ▲261.6%22,0840.6%ManufacturingGOOGAlphabet$1,196,210$522,621 ▼-30.4%7,1550.6%Computer and TechnologySPSMSPDR Portfolio S&P 600 Small Cap ETF$1,117,006$1,117,006 ▲New Holding24,5440.6%ETFNVDANVIDIA$983,405$84,278 ▲9.4%8,0980.5%Computer and TechnologyMUBiShares National Muni Bond ETF$982,202$982,202 ▲New Holding9,0420.5%ETFSPEMSPDR Portfolio Emerging Markets ETF$965,283$13,540,464 ▼-93.3%23,3840.5%ETFPIMCO ETF TR$930,717$930,717 ▲New Holding9,8370.5%ACTIVE BD ETFVUGVanguard Growth ETF$928,641$928,641 ▲New Holding2,4190.5%ETFLLYEli Lilly and Company$896,727$51,393 ▲6.1%1,0120.5%MedicalCRMSalesforce$828,801$1,095 ▲0.1%3,0280.4%Computer and TechnologyCASYCasey's General Stores$764,837$751 ▼-0.1%2,0360.4%Retail/WholesaleVVisa$713,377$6,875 ▲1.0%2,5940.4%Business ServicesLNTAlliant Energy$638,828$42,119 ▼-6.2%10,5260.3%UtilitiesJPMJPMorgan Chase & Co.$604,705$6,115 ▼-1.0%2,8680.3%FinanceDEDeere & Company$593,0270.0%1,4210.3%Industrial ProductsADBEAdobe$564,3800.0%1,0900.3%Computer and TechnologyGOOGLAlphabet$517,820$517,820 ▲New Holding3,1220.3%Computer and TechnologyMETAMeta Platforms$509,7480.0%8900.3%Computer and TechnologyDISWalt Disney$426,997$2,886 ▼-0.7%4,4390.2%Consumer DiscretionaryWRBW. R. Berkley$395,522$131,841 ▲50.0%6,9720.2%FinanceMARMarriott International$389,9900.0%1,5690.2%Consumer DiscretionaryPGProcter & Gamble$370,3360.0%2,1380.2%Consumer StaplesSBUXStarbucks$358,107$11,700 ▲3.4%3,6730.2%Retail/WholesaleJNJJohnson & Johnson$347,618$8,427 ▼-2.4%2,1450.2%MedicalIBMInternational Business Machines$326,199$2,433 ▲0.8%1,4750.2%Computer and TechnologyEPDEnterprise Products Partners$299,438$87 ▲0.0%10,2860.2%Oils/EnergyPEPPepsiCo$299,205$850 ▲0.3%1,7600.2%Consumer StaplesSTZConstellation Brands$288,8700.0%1,1210.1%Consumer StaplesCGMSCapital Group U.S. Multi-Sector Income ETF$280,125$280,125 ▲New Holding10,0620.1%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$272,285$272,285 ▲New Holding3,5500.1%ETFMRKMerck & Co., Inc.$270,629$1,363 ▲0.5%2,3830.1%MedicalIWBiShares Russell 1000 ETF$268,724$268,724 ▲New Holding8550.1%ETFBMYBristol-Myers Squibb$266,087$1,604 ▲0.6%5,1430.1%MedicalNKENIKE$261,0460.0%2,9530.1%Consumer DiscretionaryAMDAdvanced Micro Devices$258,9180.0%1,5780.1%Computer and TechnologyXOMExxon Mobil$254,689$3,516 ▼-1.4%2,1730.1%Oils/EnergyAMATApplied Materials$251,5520.0%1,2450.1%Computer and TechnologyMCDMcDonald's$250,645$111,161 ▼-30.7%8230.1%Retail/WholesaleGLDSPDR Gold Shares$250,3510.0%1,0300.1%FinanceDFUVDimensional US Marketwide Value ETF$249,556$82,171 ▼-24.8%5,9860.1%ETFVWOVanguard FTSE Emerging Markets ETF$232,231$232,231 ▲New Holding4,8530.1%ETFKRKroger$229,200$229,200 ▲New Holding4,0000.1%Retail/WholesaleVZVerizon Communications$220,738$13,698 ▼-5.8%4,9150.1%Computer and TechnologyKOCoca-Cola$220,482$220,482 ▲New Holding3,0680.1%Consumer StaplesITWIllinois Tool Works$220,139$220,139 ▲New Holding8400.1%Industrial ProductsWMTWalmart$218,197$218,197 ▲New Holding2,7020.1%Retail/WholesaleCVXChevron$214,894$94,559 ▼-30.6%1,4590.1%Oils/EnergyAVGOBroadcom$200,100$200,100 ▲New Holding1,1600.1%Computer and TechnologyMSOSAdvisorShares Pure US Cannabis ETF$100,5230.0%14,0200.1%ETFLUMOLumos Pharma$45,2750.0%11,6990.0%MedicalOEFiShares S&P 100 ETF$0$26,098,971 ▼-100.0%00.0%ETFVOOVanguard S&P 500 ETF$0$1,480,130 ▼-100.0%00.0%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$0$388,967 ▼-100.0%00.0%ETFVEUVanguard FTSE All-World ex-US ETF$0$239,315 ▼-100.0%00.0%ETFRTXRTX$0$236,327 ▼-100.0%00.0%AerospaceTAT&T$0$220,679 ▼-100.0%00.0%Computer and TechnologyPPBTPurple Biotech$0$5,808 ▼-100.0%00.0%MedicalShowing 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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