Q1 2025 · 13F-HR
Wealth Advisors of Iowa, LLCholdings as filed
Filed 2025-05-12 · accession 0001803005-25-000003
$232.6M
Reported value
74
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 46137V357 | RSP | INVESCO EXCHANGE TRADED FD T | $39.8M | 17.1% | 229,611 | Common | NONE |
| 46641Q837 | JPST | J P MORGAN EXCHANGE TRADED F | $26.9M | 11.6% | 530,755 | Common | NONE |
| 78464A854 | SPYM | SPDR SER TR | $21.7M | 9.31% | 329,486 | Common | NONE |
| 46429B697 | USMV | ISHARES TR | $18.3M | 7.88% | 195,803 | Common | NONE |
| 78464A508 | SPYV | SPDR SER TR | $18.0M | 7.76% | 353,323 | Common | NONE |
| 46641Q332 | JEPI | J P MORGAN EXCHANGE TRADED F | $15.5M | 6.67% | 271,552 | Common | NONE |
| 81369Y886 | XLU | SELECT SECTOR SPDR TR | $13.0M | 5.57% | 164,286 | Common | NONE |
| 46429B689 | EFAV | ISHARES TR | $11.4M | 4.92% | 146,815 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $4.9M | 2.12% | 8,761 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $3.9M | 1.67% | 17,518 | Common | NONE |
| 46654Q203 | JEPQ | J P MORGAN EXCHANGE TRADED F | $3.7M | 1.59% | 71,229 | Common | NONE |
| 69344A107 | PULS | PGIM ETF TR | $3.1M | 1.33% | 62,205 | Common | NONE |
| 78464A409 | SPYG | SPDR SER TR | $3.1M | 1.32% | 38,187 | Common | NONE |
| 78463X889 | SPDW | SPDR INDEX SHS FDS | $2.6M | 1.12% | 71,561 | Common | NONE |
| 81369Y209 | XLV | SELECT SECTOR SPDR TR | $2.6M | 1.11% | 17,694 | Common | NONE |
| 72201R775 | BOND | PIMCO ETF TR | $2.4M | 1.05% | 26,359 | Common | NONE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $2.4M | 1.03% | 3 | Common | NONE |
| 464287663 | IUSV | ISHARES TR | $2.4M | 1.01% | 25,578 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $2.0M | 0.84% | 2,067 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.9M | 0.84% | 3,649 | Common | NONE |
| 74255Y870 | USMC | PRINCIPAL EXCHANGE TRADED FD | $1.9M | 0.83% | 33,979 | Common | NONE |
| 81369Y506 | XLE | SELECT SECTOR SPDR TR | $1.9M | 0.82% | 20,358 | Common | NONE |
| 46641Q761 | JQUA | J P MORGAN EXCHANGE TRADED F | $1.8M | 0.77% | 31,527 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $1.8M | 0.76% | 4,729 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $1.6M | 0.67% | 8,204 | Common | NONE |
| 78463X509 | SPEM | SPDR INDEX SHS FDS | $1.5M | 0.66% | 39,030 | Common | NONE |
| 78468R853 | SPSM | SPDR SER TR | $1.2M | 0.52% | 29,953 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $1.1M | 0.48% | 7,077 | Common | NONE |
| 464288414 | MUB | ISHARES TR | $1.0M | 0.43% | 9,486 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $995,220 | 0.43% | 9,182 | Common | NONE |
| 92826C839 | V | VISA INC | $942,910 | 0.41% | 2,690 | Common | NONE |
| 147528103 | CASY | CASEYS GEN STORES INC | $932,077 | 0.40% | 2,147 | Common | NONE |
| 922908736 | VUG | VANGUARD INDEX FDS | $897,031 | 0.39% | 2,419 | Common | NONE |
| 82889N640 | BUCK | SIMPLIFY EXCHANGE TRADED FUN | $892,780 | 0.38% | 36,174 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $857,438 | 0.37% | 1,038 | Common | NONE |
| 79466L302 | CRM | SALESFORCE INC | $815,828 | 0.35% | 3,040 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $760,284 | 0.33% | 3,099 | Common | NONE |
| 244199105 | DE | DEERE & CO | $668,800 | 0.29% | 1,425 | Common | NONE |
| 863667101 | SYK | STRYKER CORPORATION | $658,654 | 0.28% | 1,769 | Common | NONE |
| 018802108 | LNT | ALLIANT ENERGY CORP | $621,043 | 0.27% | 9,651 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $591,791 | 0.25% | 1,027 | Common | NONE |
| 14020Y300 | CGMS | CAPITAL GRP FIXED INCM ETF T | $552,965 | 0.24% | 20,255 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $501,851 | 0.22% | 3,246 | Common | NONE |
| 084423102 | WRB | BERKLEY W R CORP | $489,723 | 0.21% | 6,882 | Common | NONE |
| 025072307 | QGRO | AMERICAN CENTY ETF TR | $446,121 | 0.19% | 4,763 | Common | NONE |
| 00724F101 | ADBE | ADOBE INC | $437,224 | 0.19% | 1,140 | Common | NONE |
| 571903202 | MAR | MARRIOTT INTL INC NEW | $373,675 | 0.16% | 1,569 | Common | NONE |
| 46138J791 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $356,659 | 0.15% | 18,309 | Common | NONE |
| 293792107 | EPD | ENTERPRISE PRODS PARTNERS L | $351,412 | 0.15% | 10,293 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $350,759 | 0.15% | 2,058 | Common | NONE |
| 855244109 | SBUX | STARBUCKS CORP | $350,445 | 0.15% | 3,573 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $346,155 | 0.15% | 1,392 | Common | NONE |
| 78463V107 | GLD | SPDR GOLD TR | $329,921 | 0.14% | 1,145 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $274,732 | 0.12% | 1,590 | Common | NONE |
| 713448108 | PEP | PEPSICO INC | $267,702 | 0.12% | 1,785 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $260,574 | 0.11% | 2,191 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $259,517 | 0.11% | 1,550 | Common | NONE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $259,517 | 0.11% | 1,635 | Common | NONE |
| 166764100 | CVX | CHEVRON CORP NEW | $258,844 | 0.11% | 1,547 | Common | NONE |
| 464287622 | IWB | ISHARES TR | $255,130 | 0.11% | 832 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $254,928 | 0.11% | 816 | Common | NONE |
| 46138J783 | BSCR | INVESCO EXCH TRD SLF IDX FD | $251,088 | 0.11% | 12,817 | Common | NONE |
| 931142103 | WMT | WALMART INC | $244,851 | 0.11% | 2,789 | Common | NONE |
| 46138J825 | BSCP | INVESCO EXCH TRD SLF IDX FD | $231,077 | 0.10% | 11,174 | Common | NONE |
| 191216100 | KO | COCA COLA CO | $221,787 | 0.10% | 3,097 | Common | NONE |
| 58933Y105 | MRK | MERCK & CO INC | $216,610 | 0.09% | 2,413 | Common | NONE |
| 110122108 | BMY | BRISTOL-MYERS SQUIBB CO | $216,315 | 0.09% | 3,547 | Common | NONE |
| 75513E101 | RTX | RTX CORPORATION | $215,275 | 0.09% | 1,625 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $211,734 | 0.09% | 817 | Common | NONE |
| 452308109 | ITW | ILLINOIS TOOL WKS INC | $208,328 | 0.09% | 840 | Common | NONE |
| 21036P108 | STZ | CONSTELLATION BRANDS INC | $205,726 | 0.09% | 1,121 | Common | NONE |
| 25434V724 | DFUV | DIMENSIONAL ETF TRUST | $205,473 | 0.09% | 4,986 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $201,599 | 0.09% | 1,216 | Common | NONE |
| 00768Y453 | MSOS | ADVISORSHARES TR | $26,152 | 0.01% | 10,020 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.