Wealth Advisors Of Iowa, LLC Top Holdings and 13F Report (2025)

About Wealth Advisors Of Iowa, LLC

Investment Activity

Wealth Advisors Of Iowa, LLC has $232.63 million in total holdings as of March 31, 2025.
Wealth Advisors Of Iowa, LLC owns shares of 74 different stocks, but just 15 companies or ETFs make up 80% of its holdings.
Approximately 23.56% of the portfolio was purchased this quarter.
About 8.08% of the portfolio was sold this quarter.
This quarter, Wealth Advisors Of Iowa, LLC has purchased 64 new stocks and bought additional shares in 30 stocks.
Wealth Advisors Of Iowa, LLC sold shares of 19 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Invesco S&P 500 Equal Weight ETF: $39,775,436
JPMorgan Ultra-Short Income ETF: $26,872,147
SPDR Portfolio S&P 500 ETF: $21,666,992
iShares MSCI USA Min Vol Factor ETF: $18,338,946
SPDR Portfolio S&P 500 Value ETF: $18,044,205

Largest New Holdings this Quarter

46641Q837 - JPMorgan Ultra-Short Income ETF: $26,872,147 Holding
46429B689 - iShares MSCI EAFE Min Vol Factor ETF: $11,439,823 Holding
81369Y209 - Health Care Select Sector SPDR Fund: $2,583,434 Holding
46641Q761 - JPMorgan US Quality Factor ETF: $1,780,329 Holding
82889N640 - Simplify Treasury Option Income ETF: $892,780 Holding

Largest Purchases this Quarter

JPMorgan Ultra-Short Income ETF: 530,755 shares (about $26.87M)
iShares MSCI EAFE Min Vol Factor ETF: 146,815 shares (about $11.44M)
Health Care Select Sector SPDR Fund: 17,694 shares (about $2.58M)
JPMorgan US Quality Factor ETF: 31,527 shares (about $1.78M)
JPMorgan Equity Premium Income ETF: 29,298 shares (about $1.67M)

Largest Sales this Quarter

SPDR Portfolio Developed World ex-US ETF: 279,320 shares (about $10.17M)
JPMorgan Nasdaq Equity Premium Income ETF: 65,862 shares (about $3.41M)
iShares Core S&P 500 ETF: 3,411 shares (about $1.92M)
SPDR Portfolio S&P 500 Growth ETF: 15,281 shares (about $1.23M)
SPDR Portfolio S&P 500 ETF: 7,813 shares (about $513.78K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
RSP Invesco S&P 500 Equal Weight ETF	$39,775,436	$675,942 ▲	1.7%	229,611	17.1%	ETF
JPST JPMorgan Ultra-Short Income ETF	$26,872,147	$26,872,147 ▲	New Holding	530,755	11.6%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$21,666,992	$513,783 ▼	-2.3%	329,486	9.3%	ETF
USMV iShares MSCI USA Min Vol Factor ETF	$18,338,946	$416,413 ▲	2.3%	195,803	7.9%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$18,044,205	$1,213,679 ▲	7.2%	353,323	7.8%	ETF
JEPI JPMorgan Equity Premium Income ETF	$15,516,481	$1,674,088 ▲	12.1%	271,552	6.7%	ETF
XLU Utilities Select Sector SPDR Fund	$12,953,942	$707,442 ▲	5.8%	164,286	5.6%	ETF
EFAV iShares MSCI EAFE Min Vol Factor ETF	$11,439,823	$11,439,823 ▲	New Holding	146,815	4.9%	ETF
IVV iShares Core S&P 500 ETF	$4,922,699	$1,916,599 ▼	-28.0%	8,761	2.1%	ETF
AAPL Apple	$3,891,319	$63,530 ▼	-1.6%	17,518	1.7%	Computer and Technology
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$3,688,234	$3,410,331 ▼	-48.0%	71,229	1.6%	ETF
PULS PGIM Ultra Short Bond ETF	$3,093,475	$1,327,054 ▲	75.1%	62,205	1.3%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$3,069,069	$1,228,126 ▼	-28.6%	38,187	1.3%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$2,605,532	$10,170,026 ▼	-79.6%	71,561	1.1%	ETF
XLV Health Care Select Sector SPDR Fund	$2,583,434	$2,583,434 ▲	New Holding	17,694	1.1%	ETF
PIMCO ETF TR	$2,437,428	$918,879 ▲	60.5%	26,359	1.0%	ACTIVE BD ETF
BRK.A Berkshire Hathaway	$2,395,325		0.0%	3	1.0%	Finance
IUSV iShares Core S&P U.S. Value ETF	$2,360,637	$1,015 ▲	0.0%	25,578	1.0%	Manufacturing
COST Costco Wholesale	$1,954,892	$4,729 ▼	-0.2%	2,067	0.8%	Retail/Wholesale
BRK.B Berkshire Hathaway	$1,943,384	$47,932 ▼	-2.4%	3,649	0.8%	Finance
USMC Principal U.S. Mega-Cap ETF	$1,929,328	$427,099 ▼	-18.1%	33,979	0.8%	Manufacturing
XLE Energy Select Sector SPDR Fund	$1,902,456	$52,986 ▲	2.9%	20,358	0.8%	ETF
JQUA JPMorgan US Quality Factor ETF	$1,780,329	$1,780,329 ▲	New Holding	31,527	0.8%	ETF
MSFT Microsoft	$1,775,174	$18,769 ▼	-1.0%	4,729	0.8%	Computer and Technology
AMZN Amazon.com	$1,560,892	$49,468 ▲	3.3%	8,204	0.7%	Retail/Wholesale
SPEM SPDR Portfolio Emerging Markets ETF	$1,536,631	$363,075 ▲	30.9%	39,030	0.7%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$1,220,886	$271,177 ▲	28.6%	29,953	0.5%	ETF
GOOG Alphabet	$1,105,674		0.0%	7,077	0.5%	Computer and Technology
MUB iShares National Muni Bond ETF	$1,000,230	$436,217 ▲	77.3%	9,486	0.4%	ETF
NVDA NVIDIA	$995,220	$33,925 ▲	3.5%	9,182	0.4%	Computer and Technology
V Visa	$942,910	$24,537 ▲	2.7%	2,690	0.4%	Business Services
CASY Casey's General Stores	$932,077	$64,685 ▲	7.5%	2,147	0.4%	Retail/Wholesale
VUG Vanguard Growth ETF	$897,031		0.0%	2,419	0.4%	ETF
BUCK Simplify Treasury Option Income ETF	$892,780	$892,780 ▲	New Holding	36,174	0.4%	ETF
LLY Eli Lilly and Company	$857,438	$114,821 ▲	15.5%	1,038	0.4%	Medical
CRM Salesforce	$815,828	$3,220 ▼	-0.4%	3,040	0.4%	Computer and Technology
JPM JPMorgan Chase & Co.	$760,284		0.0%	3,099	0.3%	Finance
DE Deere & Company	$668,800	$6,101 ▲	0.9%	1,425	0.3%	Industrials
SYK Stryker	$658,654	$658,654 ▲	New Holding	1,769	0.3%	Medical
LNT Alliant Energy	$621,043	$56,821 ▼	-8.4%	9,651	0.3%	Utilities
META Meta Platforms	$591,791	$48,980 ▲	9.0%	1,027	0.3%	Computer and Technology
CGMS Capital Group U.S. Multi-Sector Income ETF	$552,965	$216,327 ▲	64.3%	20,255	0.2%	ETF
GOOGL Alphabet	$501,851	$14,378 ▼	-2.8%	3,246	0.2%	Computer and Technology
WRB W. R. Berkley	$489,723		0.0%	6,882	0.2%	Finance
QGRO American Century STOXX U.S. Quality Growth ETF	$446,121	$446,121 ▲	New Holding	4,763	0.2%	ETF
ADBE Adobe	$437,224		0.0%	1,140	0.2%	Computer and Technology
MAR Marriott International	$373,675		0.0%	1,569	0.2%	Consumer Discretionary
BSCQ Invesco BulletShares 2026 Corporate Bond ETF	$356,659	$93,212 ▲	35.4%	18,309	0.2%	ETF
EPD Enterprise Products Partners	$351,412	$102 ▲	0.0%	10,293	0.2%	Energy
PG Procter & Gamble	$350,759	$13,635 ▼	-3.7%	2,058	0.2%	Consumer Staples
SBUX Starbucks	$350,445		0.0%	3,573	0.2%	Retail/Wholesale
IBM International Business Machines	$346,155	$2,238 ▲	0.7%	1,392	0.1%	Computer and Technology
GLD SPDR Gold Shares	$329,921	$21,611 ▲	7.0%	1,145	0.1%	Finance
VTV Vanguard Value ETF	$274,732	$518 ▲	0.2%	1,590	0.1%	ETF
PEP PepsiCo	$267,702	$5,099 ▲	1.9%	1,785	0.1%	Consumer Staples
XOM Exxon Mobil	$260,574	$833 ▲	0.3%	2,191	0.1%	Energy
AVGO Broadcom	$259,517		0.0%	1,550	0.1%	Computer and Technology
PM Philip Morris International	$259,517	$259,517 ▲	New Holding	1,635	0.1%	Consumer Staples
CVX Chevron	$258,844	$7,864 ▲	3.1%	1,547	0.1%	Energy
IWB iShares Russell 1000 ETF	$255,130		0.0%	832	0.1%	ETF
MCD McDonald's	$254,928	$1,562 ▲	0.6%	816	0.1%	Retail/Wholesale
BSCR Invesco BulletShares 2027 Corporate Bond ETF	$251,088	$251,088 ▲	New Holding	12,817	0.1%	ETF
WMT Walmart	$244,851	$76,730 ▼	-23.9%	2,789	0.1%	Retail/Wholesale
BSCP Invesco BulletShares 2025 Corporate Bond ETF	$231,077	$231,077 ▲	New Holding	11,174	0.1%	ETF
KO Coca-Cola	$221,787	$221,787 ▲	New Holding	3,097	0.1%	Consumer Staples
MRK Merck & Co., Inc.	$216,610	$1,436 ▲	0.7%	2,413	0.1%	Medical
BMY Bristol-Myers Squibb	$216,315	$216,315 ▲	New Holding	3,547	0.1%	Medical
RTX RTX	$215,275	$215,275 ▲	New Holding	1,625	0.1%	Aerospace
TSLA Tesla	$211,734	$9,071 ▼	-4.1%	817	0.1%	Auto/Tires/Trucks
ITW Illinois Tool Works	$208,328		0.0%	840	0.1%	Industrials
STZ Constellation Brands	$205,726		0.0%	1,121	0.1%	Consumer Staples
DFUV Dimensional US Marketwide Value ETF	$205,473	$41,210 ▼	-16.7%	4,986	0.1%	ETF
JNJ Johnson & Johnson	$201,599	$36,474 ▼	-15.3%	1,216	0.1%	Medical
MSOS AdvisorShares Pure US Cannabis ETF	$26,152	$10,440 ▼	-28.5%	10,020	0.0%	ETF
DIS Walt Disney	$0	$309,675 ▼	-100.0%	0	0.0%	Consumer Discretionary
T AT&T	$0	$214,435 ▼	-100.0%	0	0.0%	Computer and Technology
AMAT Applied Materials	$0	$202,474 ▼	-100.0%	0	0.0%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Wealth Advisors Of Iowa, LLC Top Holdings and 13F Report (2025)

About Wealth Advisors Of Iowa, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Wealth Advisors Of Iowa, LLC Top Holdings and 13F Report (2025)

About Wealth Advisors Of Iowa, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWealth Advisors Of Iowa, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools