13F HOLDINGS REPORT
Wealth Advisors of Iowa, LLC
Quarter ended Q4 2024 · Filed February 11, 2025 · Accession 0001803005-25-000001
Total Value
$198.3M
Positions
64
Other Managers
0
Confidential Omitted
No
Holdings (64)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INVESCO EXCHANGE TRADED FD T | IVZ | 225,709 | $39.6M | 19.94% |
| 2 | SPDR SER TR | 78464A854 | 337,299 | $23.3M | 11.73% |
| 3 | ISHARES TR | 46429B697 | 191,357 | $17.0M | 8.57% |
| 4 | SPDR SER TR | 78464A508 | 329,558 | $16.9M | 8.50% |
| 5 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 242,254 | $13.9M | 7.03% |
| 6 | SPDR INDEX SHS FDS | 78463X889 | 350,881 | $12.0M | 6.04% |
| 7 | SELECT SECTOR SPDR TR | 81369Y886 | 155,314 | $11.8M | 5.93% |
| 8 | J P MORGAN EXCHANGE TRADED F | 46654Q203 | 137,091 | $7.7M | 3.90% |
| 9 | ISHARES TR | 464287200 | 12,172 | $7.2M | 3.61% |
| 10 | SPDR SER TR | 78464A409 | 53,468 | $4.7M | 2.37% |
| 11 | APPLE INC | AAPL | 17,804 | $4.5M | 2.25% |
| 12 | PRINCIPAL EXCHANGE TRADED FD | 74255Y870 | 41,501 | $2.5M | 1.26% |
| 13 | ISHARES TR | 464287663 | 25,567 | $2.4M | 1.19% |
| 14 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3 | $2.0M | 1.03% |
| 15 | MICROSOFT CORP | MSFT | 4,779 | $2.0M | 1.02% |
| 16 | COSTCO WHSL CORP NEW | 22160K105 | 2,072 | $1.9M | 0.96% |
| 17 | PGIM ETF TR | 69344A107 | 35,520 | $1.8M | 0.89% |
| 18 | AMAZON COM INC | AMZN | 7,944 | $1.7M | 0.88% |
| 19 | SELECT SECTOR SPDR TR | 81369Y506 | 19,791 | $1.7M | 0.85% |
| 20 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3,739 | $1.7M | 0.85% |
| 21 | PIMCO ETF TR | 72201R775 | 16,422 | $1.5M | 0.75% |
| 22 | ALPHABET INC | GOOG | 7,077 | $1.3M | 0.68% |
| 23 | NVIDIA CORPORATION | NVDA | 8,869 | $1.2M | 0.60% |
| 24 | SPDR INDEX SHS FDS | 78463X509 | 29,808 | $1.1M | 0.58% |
| 25 | SPDR SER TR | 78468R853 | 23,300 | $1.0M | 0.53% |
| 26 | SALESFORCE INC | CRM | 3,052 | $1.0M | 0.51% |
| 27 | VANGUARD INDEX FDS | 922908736 | 2,419 | $992,816 | 0.50% |
| 28 | VISA INC | V | 2,620 | $827,899 | 0.42% |
| 29 | CASEYS GEN STORES INC | 147528103 | 1,998 | $791,511 | 0.40% |
| 30 | JPMORGAN CHASE & CO. | VYLD | 3,099 | $742,785 | 0.37% |
| 31 | ELI LILLY & CO | LLY | 899 | $694,163 | 0.35% |
| 32 | ALPHABET INC | GOOG | 3,339 | $632,104 | 0.32% |
| 33 | ALLIANT ENERGY CORP | LNT | 10,534 | $622,983 | 0.31% |
| 34 | DEERE & CO | DE | 1,412 | $598,264 | 0.30% |
| 35 | ISHARES TR | 464288414 | 5,349 | $569,958 | 0.29% |
| 36 | META PLATFORMS INC | META | 942 | $551,333 | 0.28% |
| 37 | ADOBE INC | ADBE | 1,140 | $506,936 | 0.26% |
| 38 | MARRIOTT INTL INC NEW | 571903202 | 1,569 | $437,586 | 0.22% |
| 39 | BERKLEY W R CORP | WRB-PH | 6,882 | $402,735 | 0.20% |
| 40 | BROADCOM INC | AVGO | 1,550 | $359,352 | 0.18% |
| 41 | PROCTER AND GAMBLE CO | 742718109 | 2,138 | $358,471 | 0.18% |
| 42 | TESLA INC | TSLA | 852 | $344,072 | 0.17% |
| 43 | CAPITAL GRP FIXED INCM ETF T | 14020Y300 | 12,331 | $336,400 | 0.17% |
| 44 | WALMART INC | WMT | 3,663 | $330,964 | 0.17% |
| 45 | STARBUCKS CORP | SBUX | 3,573 | $326,009 | 0.16% |
| 46 | ENTERPRISE PRODS PARTNERS L | 293792107 | 10,290 | $322,692 | 0.16% |
| 47 | DISNEY WALT CO | 254687106 | 2,781 | $309,675 | 0.16% |
| 48 | INTERNATIONAL BUSINESS MACHS | INTR | 1,383 | $304,082 | 0.15% |
| 49 | VANGUARD INDEX FDS | 922908744 | 1,587 | $268,745 | 0.14% |
| 50 | ISHARES TR | 464287622 | 832 | $267,956 | 0.14% |
| 51 | PEPSICO INC | PEP | 1,751 | $266,182 | 0.13% |
| 52 | INVESCO EXCH TRD SLF IDX FD | IVZ | 13,524 | $262,766 | 0.13% |
| 53 | SPDR GOLD TR | GLD | 1,070 | $259,079 | 0.13% |
| 54 | CONSTELLATION BRANDS INC | STZ | 1,121 | $247,741 | 0.12% |
| 55 | DIMENSIONAL ETF TRUST | 25434V724 | 5,986 | $244,947 | 0.12% |
| 56 | MERCK & CO INC | MRK | 2,397 | $238,464 | 0.12% |
| 57 | MCDONALDS CORP | MCD | 811 | $235,131 | 0.12% |
| 58 | EXXON MOBIL CORP | XOM | 2,184 | $234,957 | 0.12% |
| 59 | CHEVRON CORP NEW | CVX | 1,500 | $217,188 | 0.11% |
| 60 | AT&T INC | T-PC | 9,417 | $214,435 | 0.11% |
| 61 | ILLINOIS TOOL WKS INC | 452308109 | 840 | $212,990 | 0.11% |
| 62 | JOHNSON & JOHNSON | JNJ | 1,436 | $207,654 | 0.10% |
| 63 | APPLIED MATLS INC | 038222105 | 1,245 | $202,474 | 0.10% |
| 64 | ADVISORSHARES TR | 00768Y453 | 14,020 | $53,416 | 0.03% |