Wealth Advisors Of Iowa, LLC Top Holdings and 13F Report (2025) About Wealth Advisors Of Iowa, LLCInvestment ActivityWealth Advisors Of Iowa, LLC has $267.56 million in total holdings as of June 30, 2025.Wealth Advisors Of Iowa, LLC owns shares of 75 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 26.72% of the portfolio was purchased this quarter.About 17.41% of the portfolio was sold this quarter.This quarter, Wealth Advisors Of Iowa, LLC has purchased 74 new stocks and bought additional shares in 33 stocks.Wealth Advisors Of Iowa, LLC sold shares of 18 stocks and completely divested from 8 stocks this quarter.Largest Holdings Invesco S&P 500 Equal Weight ETF $27,344,765iShares MSCI EAFE Min Vol Factor ETF $26,259,935JPMorgan Nasdaq Equity Premium Income ETF $24,645,458SPDR Portfolio S&P 500 ETF $23,767,574SPDR Portfolio S&P 500 Value ETF $18,890,972 Largest New Holdings this Quarter 78468R523 - SPDR Bloomberg 3-12 Month T-Bill ETF $975,506 Holding46090E103 - Invesco QQQ $463,173 Holding64110L106 - Netflix $293,270 Holding68389X105 - Oracle $232,841 Holding038222105 - Applied Materials $227,922 Holding Largest Purchases this Quarter JPMorgan Nasdaq Equity Premium Income ETF 381,812 shares (about $20.77M)American Century U.S. Quality Growth ETF 130,444 shares (about $14.23M)iShares MSCI EAFE Min Vol Factor ETF 165,580 shares (about $13.92M)JPMorgan U.S. Quality Factor ETF 221,807 shares (about $13.32M)Principal U.S. Mega-Cap ETF 29,098 shares (about $1.82M) Largest Sales this Quarter Invesco S&P 500 Equal Weight ETF 79,150 shares (about $14.38M)JPMorgan Ultra-Short Income ETF 235,427 shares (about $11.93M)SPDR Portfolio S&P 500 ETF 2,514 shares (about $182.74K)Energy Select Sector SPDR Fund 1,400 shares (about $118.73K)PIMCO ETF TR 1,217 shares (about $112.18K) 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$27,344,765$14,384,712 ▼-34.5%150,46110.2%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$26,259,935$13,918,661 ▲112.8%312,3959.8%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$24,645,458$20,770,596 ▲536.0%453,0419.2%ETFSPLGSPDR Portfolio S&P 500 ETF$23,767,574$182,743 ▼-0.8%326,9728.9%ETFSPYVSPDR Portfolio S&P 500 Value ETF$18,890,972$398,046 ▲2.2%360,9287.1%ETFUSMViShares MSCI USA Min Vol Factor ETF$18,268,589$111,424 ▼-0.6%194,6166.8%ETFJQUAJPMorgan U.S. Quality Factor ETF$15,212,715$13,319,518 ▲703.5%253,3345.7%ETFJPSTJPMorgan Ultra-Short Income ETF$14,967,242$11,931,455 ▼-44.4%295,3285.6%ETFQGROAmerican Century U.S. Quality Growth ETF$14,753,760$14,234,022 ▲2,738.7%135,2075.5%ETFXLUUtilities Select Sector SPDR Fund$13,546,790$131,227 ▲1.0%165,8935.1%ETFIVViShares Core S&P 500 ETF$5,428,598$11,176 ▼-0.2%8,7432.0%ETFAAPLApple$4,335,133$740,885 ▲20.6%21,1291.6%Computer and TechnologyUSMCPrincipal U.S. Mega-Cap ETF$3,946,097$1,820,371 ▲85.6%63,0771.5%ManufacturingSPYGSPDR Portfolio S&P 500 Growth ETF$3,901,200$261,268 ▲7.2%40,9281.5%ETFSPDWSPDR Portfolio Developed World ex-US ETF$3,177,196$279,667 ▲9.7%78,4681.2%ETFPULSPGIM Ultra Short Bond ETF$3,097,853$2,538 ▲0.1%62,2561.2%ETFIUSViShares Core S&P U.S. Value ETF$2,421,754$1,325 ▲0.1%25,5920.9%ManufacturingMSFTMicrosoft$2,343,412$8,954 ▼-0.4%4,7110.9%Computer and TechnologyPIMCO ETF TR$2,317,567$112,182 ▼-4.6%25,1420.9%ACTIVE BD ETFBRK.ABerkshire Hathaway$2,186,4000.0%30.8%FinanceCOSTCostco Wholesale$2,010,551$35,638 ▼-1.7%2,0310.8%Retail/WholesaleAMZNAmazon.com$1,972,318$172,441 ▲9.6%8,9900.7%Retail/WholesaleBUCKSimplify Treasury Option Income ETF$1,835,787$980,634 ▲114.7%77,6560.7%ETFBRK.BBerkshire Hathaway$1,753,146$19,431 ▼-1.1%3,6090.7%FinanceNVDANVIDIA$1,741,502$290,856 ▲20.1%11,0230.7%Computer and TechnologySPEMSPDR Portfolio Emerging Markets ETF$1,693,264$25,131 ▲1.5%39,6180.6%ETFXLEEnergy Select Sector SPDR Fund$1,607,828$118,734 ▼-6.9%18,9580.6%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$1,416,226$140,238 ▲11.0%33,2450.5%ETFGOOGAlphabet$1,300,044$44,701 ▲3.6%7,3290.5%Computer and TechnologyCASYCasey's General Stores$1,123,860$28,071 ▲2.6%2,2020.4%Retail/WholesaleVUGVanguard Growth ETF$1,060,5100.0%2,4190.4%ETFMETAMeta Platforms$1,004,466$246,504 ▲32.5%1,3610.4%Computer and TechnologyBILSSPDR Bloomberg 3-12 Month T-Bill ETF$975,506$975,506 ▲New Holding9,8110.4%ETFJPMJPMorgan Chase & Co.$927,807$29,284 ▲3.3%3,2000.3%FinanceMUBiShares National Muni Bond ETF$918,664$72,402 ▼-7.3%8,7930.3%ETFVVisa$911,040$44,025 ▼-4.6%2,5660.3%Business ServicesCRMSalesforce$829,0070.0%3,0400.3%Computer and TechnologyLLYEli Lilly and Company$809,2890.0%1,0380.3%MedicalGLDSPDR Gold Shares$763,295$414,264 ▲118.7%2,5040.3%FinanceDEDeere & Company$724,5730.0%1,4250.3%IndustrialsSYKStryker$701,369$1,582 ▲0.2%1,7730.3%MedicalLNTAlliant Energy$583,652$60 ▲0.0%9,6520.2%UtilitiesGOOGLAlphabet$572,0020.0%3,2460.2%Computer and TechnologyWRBW.R. Berkley$505,6210.0%6,8820.2%FinanceCGMSCapital Group U.S. Multi-Sector Income ETF$467,270$92,167 ▼-16.5%16,9180.2%ETFQQQInvesco QQQ$463,173$463,173 ▲New Holding8400.2%FinanceSBUXStarbucks$457,022$129,648 ▲39.6%4,9880.2%Retail/WholesaleMARMarriott International$442,258$13,658 ▲3.2%1,6190.2%Consumer DiscretionaryADBEAdobe$441,0430.0%1,1400.2%Computer and TechnologyAVGOBroadcom$427,2580.0%1,5500.2%Computer and TechnologyIBMInternational Business Machines$412,884$2,652 ▲0.6%1,4010.2%Computer and TechnologyBSCQInvesco BulletShares 2026 Corporate Bond ETF$363,065$5,680 ▲1.6%18,6000.1%ETFEPDEnterprise Products Partners$319,305$124 ▲0.0%10,2970.1%EnergyPGProcter & Gamble$318,354$9,560 ▼-2.9%1,9980.1%Consumer StaplesPMPhilip Morris International$298,390$547 ▲0.2%1,6380.1%Consumer StaplesNFLXNetflix$293,270$293,270 ▲New Holding2190.1%Consumer DiscretionaryBSCRInvesco BulletShares 2027 Corporate Bond ETF$287,443$35,604 ▲14.1%14,6290.1%ETFIWBiShares Russell 1000 ETF$282,4360.0%8320.1%ETFVTVVanguard Value ETF$281,0940.0%1,5900.1%ETFWMTWalmart$270,996$1,760 ▼-0.6%2,7710.1%Retail/WholesaleTSLATesla$267,152$7,624 ▲2.9%8410.1%Auto/Tires/TrucksMCDMcDonald's$238,4860.0%8160.1%Retail/WholesaleRTXRTX$237,390$146 ▲0.1%1,6260.1%AerospacePEPPepsiCo$234,855$925 ▼-0.4%1,7780.1%Consumer StaplesORCLOracle$232,841$232,841 ▲New Holding1,0650.1%Computer and TechnologyAMATApplied Materials$227,922$227,922 ▲New Holding1,2450.1%Computer and TechnologyAMDAdvanced Micro Devices$223,918$223,918 ▲New Holding1,5780.1%Computer and TechnologySLViShares Silver Trust$223,830$223,830 ▲New Holding6,8220.1%ETFKOCocaCola$218,580$566 ▼-0.3%3,0890.1%Consumer StaplesXOMExxon Mobil$214,409$21,775 ▼-9.2%1,9890.1%EnergyDFUVDimensional US Marketwide Value ETF$210,8080.0%4,9860.1%ETFITWIllinois Tool Works$207,6900.0%8400.1%IndustrialsNKENIKE$207,436$207,436 ▲New Holding2,9200.1%Consumer DiscretionaryDISWalt Disney$206,244$206,244 ▲New Holding1,6630.1%Consumer DiscretionaryMSOSAdvisorShares Pure US Cannabis ETF$24,1480.0%10,0200.0%ETFJEPIJPMorgan Equity Premium Income ETF$0$15,516,481 ▼-100.0%00.0%ETFXLVHealth Care Select Sector SPDR Fund$0$2,583,434 ▼-100.0%00.0%ETFCVXChevron$0$258,844 ▼-100.0%00.0%EnergyBSCPInvesco BulletShares 2025 Corporate Bond ETF$0$231,077 ▼-100.0%00.0%ETFMRKMerck & Co., Inc.$0$216,610 ▼-100.0%00.0%MedicalBMYBristol Myers Squibb$0$216,315 ▼-100.0%00.0%MedicalSTZConstellation Brands$0$205,726 ▼-100.0%00.0%Consumer StaplesJNJJohnson & Johnson$0$201,599 ▼-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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