Wealth Advisors Of Iowa, LLC Top Holdings and 13F Report (2025) About Wealth Advisors Of Iowa, LLCInvestment ActivityWealth Advisors Of Iowa, LLC has $198.31 million in total holdings as of December 31, 2024.Wealth Advisors Of Iowa, LLC owns shares of 64 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 4.93% of the portfolio was purchased this quarter.About 2.73% of the portfolio was sold this quarter.This quarter, Wealth Advisors Of Iowa, LLC has purchased 69 new stocks and bought additional shares in 31 stocks.Wealth Advisors Of Iowa, LLC sold shares of 20 stocks and completely divested from 9 stocks this quarter.Largest Holdings Invesco S&P 500 Equal Weight ETF $39,551,052SPDR Portfolio S&P 500 ETF $23,253,396iShares MSCI USA Min Vol Factor ETF $16,990,636SPDR Portfolio S&P 500 Value ETF $16,853,567JPMorgan Equity Premium Income ETF $13,936,873 Largest New Holdings this Quarter Tesla $344,072 HoldingVanguard Value ETF $268,745 HoldingInvesco BulletShares 2026 Corporate Bond ETF $262,766 HoldingAT&T $214,435 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 Growth ETF 16,914 shares (about $1.49M)Invesco S&P 500 Equal Weight ETF 7,666 shares (about $1.34M)JPMorgan Nasdaq Equity Premium Income ETF 20,737 shares (about $1.17M)Principal U.S. Mega-Cap ETF 19,417 shares (about $1.17M)PIMCO ETF TR 6,585 shares (about $595.41K) Largest Sales this Quarter iShares MSCI USA Min Vol Factor ETF 26,790 shares (about $2.38M)iShares National Muni Bond ETF 3,693 shares (about $393.50K)Walt Disney 1,658 shares (about $184.62K)Johnson & Johnson 709 shares (about $102.53K)Eli Lilly and Company 113 shares (about $87.25K) 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$39,551,052$1,343,315 ▲3.5%225,70919.9%ETFSPLGSPDR Portfolio S&P 500 ETF$23,253,396$202,477 ▲0.9%337,29911.7%ETFUSMViShares MSCI USA Min Vol Factor ETF$16,990,636$2,378,691 ▼-12.3%191,3578.6%ETFSPYVSPDR Portfolio S&P 500 Value ETF$16,853,567$371,889 ▲2.3%329,5588.5%ETFJEPIJPMorgan Equity Premium Income ETF$13,936,873$561,148 ▲4.2%242,2547.0%ETFSPDWSPDR Portfolio Developed World ex-US ETF$11,975,560$408,024 ▲3.5%350,8816.0%ETFXLUUtilities Select Sector SPDR Fund$11,755,727$39,283 ▲0.3%155,3145.9%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$7,729,218$1,169,156 ▲17.8%137,0913.9%ETFIVViShares Core S&P 500 ETF$7,165,153$15,894 ▼-0.2%12,1723.6%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$4,699,822$1,486,736 ▲46.3%53,4682.4%ETFAAPLApple$4,458,389$47,579 ▼-1.1%17,8042.2%Computer and TechnologyUSMCPrincipal U.S. Mega-Cap ETF$2,491,320$1,165,610 ▲87.9%41,5011.3%ManufacturingIUSViShares Core S&P U.S. Value ETF$2,367,253$5,000 ▼-0.2%25,5671.2%ManufacturingBRK.ABerkshire Hathaway$2,042,7600.0%31.0%FinanceMSFTMicrosoft$2,014,421$22,340 ▼-1.1%4,7791.0%Computer and TechnologyCOSTCostco Wholesale$1,898,454$26,571 ▲1.4%2,0721.0%Retail/WholesalePULSPGIM Ultra Short Bond ETF$1,760,031$501,896 ▲39.9%35,5200.9%ETFAMZNAmazon.com$1,742,836$9,434 ▲0.5%7,9440.9%Retail/WholesaleXLEEnergy Select Sector SPDR Fund$1,695,297$29,124 ▼-1.7%19,7910.9%ETFBRK.BBerkshire Hathaway$1,694,815$40,342 ▲2.4%3,7390.9%FinancePIMCO ETF TR$1,484,857$595,408 ▲66.9%16,4220.7%ACTIVE BD ETFGOOGAlphabet$1,347,692$14,854 ▼-1.1%7,0770.7%Computer and TechnologyNVDANVIDIA$1,191,112$103,546 ▲9.5%8,8690.6%Computer and TechnologySPEMSPDR Portfolio Emerging Markets ETF$1,143,755$246,494 ▲27.5%29,8080.6%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$1,046,618$55,880 ▼-5.1%23,3000.5%ETFCRMSalesforce$1,020,444$8,024 ▲0.8%3,0520.5%Computer and TechnologyVUGVanguard Growth ETF$992,8160.0%2,4190.5%ETFVVisa$827,899$8,216 ▲1.0%2,6200.4%Business ServicesCASYCasey's General Stores$791,511$15,054 ▼-1.9%1,9980.4%Retail/WholesaleJPMJPMorgan Chase & Co.$742,785$55,367 ▲8.1%3,0990.4%FinanceLLYEli Lilly and Company$694,163$87,253 ▼-11.2%8990.4%MedicalGOOGLAlphabet$632,104$41,080 ▲7.0%3,3390.3%Computer and TechnologyLNTAlliant Energy$622,983$473 ▲0.1%10,5340.3%UtilitiesDEDeere & Company$598,264$3,813 ▼-0.6%1,4120.3%Industrial ProductsMUBiShares National Muni Bond ETF$569,958$393,504 ▼-40.8%5,3490.3%ETFMETAMeta Platforms$551,333$30,435 ▲5.8%9420.3%Computer and TechnologyADBEAdobe$506,936$22,234 ▲4.6%1,1400.3%Computer and TechnologyMARMarriott International$437,5860.0%1,5690.2%Consumer DiscretionaryWRBW. R. Berkley$402,735$5,267 ▼-1.3%6,8820.2%FinanceAVGOBroadcom$359,352$90,418 ▲33.6%1,5500.2%Computer and TechnologyPGProcter & Gamble$358,4710.0%2,1380.2%Consumer StaplesTSLATesla$344,072$344,072 ▲New Holding8520.2%Auto/Tires/TrucksCGMSCapital Group U.S. Multi-Sector Income ETF$336,400$61,900 ▲22.6%12,3310.2%ETFWMTWalmart$330,964$86,829 ▲35.6%3,6630.2%Retail/WholesaleSBUXStarbucks$326,009$9,124 ▼-2.7%3,5730.2%Retail/WholesaleEPDEnterprise Products Partners$322,692$125 ▲0.0%10,2900.2%Oils/EnergyDISWalt Disney$309,675$184,625 ▼-37.4%2,7810.2%Consumer DiscretionaryIBMInternational Business Machines$304,082$20,228 ▼-6.2%1,3830.2%Computer and TechnologyVTVVanguard Value ETF$268,745$268,745 ▲New Holding1,5870.1%ETFIWBiShares Russell 1000 ETF$267,956$7,407 ▼-2.7%8320.1%ETFPEPPepsiCo$266,182$1,368 ▼-0.5%1,7510.1%Consumer StaplesBSCQInvesco BulletShares 2026 Corporate Bond ETF$262,766$262,766 ▲New Holding13,5240.1%ETFGLDSPDR Gold Shares$259,079$9,685 ▲3.9%1,0700.1%FinanceSTZConstellation Brands$247,7410.0%1,1210.1%Consumer StaplesDFUVDimensional US Marketwide Value ETF$244,9470.0%5,9860.1%ETFMRKMerck & Co., Inc.$238,464$1,393 ▲0.6%2,3970.1%MedicalMCDMcDonald's$235,131$3,479 ▼-1.5%8110.1%Retail/WholesaleXOMExxon Mobil$234,957$1,183 ▲0.5%2,1840.1%Oils/EnergyCVXChevron$217,188$5,936 ▲2.8%1,5000.1%Oils/EnergyTAT&T$214,435$214,435 ▲New Holding9,4170.1%Computer and TechnologyITWIllinois Tool Works$212,9900.0%8400.1%Industrial ProductsJNJJohnson & Johnson$207,654$102,526 ▼-33.1%1,4360.1%MedicalAMATApplied Materials$202,4740.0%1,2450.1%Computer and TechnologyMSOSAdvisorShares Pure US Cannabis ETF$53,4160.0%14,0200.0%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$0$272,285 ▼-100.0%00.0%ETFBMYBristol-Myers Squibb$0$266,087 ▼-100.0%00.0%MedicalNKENIKE$0$261,046 ▼-100.0%00.0%Consumer DiscretionaryAMDAdvanced Micro Devices$0$258,918 ▼-100.0%00.0%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$0$232,231 ▼-100.0%00.0%ETFKRKroger$0$229,200 ▼-100.0%00.0%Retail/WholesaleVZVerizon Communications$0$220,738 ▼-100.0%00.0%Computer and TechnologyKOCoca-Cola$0$220,482 ▼-100.0%00.0%Consumer StaplesLUMOLumos Pharma$0$45,275 ▼-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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