13F HOLDINGS REPORT
Wealth Advisors of Iowa, LLC
Quarter ended Q1 2025 · Filed May 12, 2025 · Accession 0001803005-25-000003
Total Value
$232.6M
Positions
74
Other Managers
0
Confidential Omitted
No
Holdings (74)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INVESCO EXCHANGE TRADED FD T | IVZ | 229,611 | $39.8M | 17.10% |
| 2 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 530,755 | $26.9M | 11.55% |
| 3 | SPDR SER TR | 78464A854 | 329,486 | $21.7M | 9.31% |
| 4 | ISHARES TR | 46429B697 | 195,803 | $18.3M | 7.88% |
| 5 | SPDR SER TR | 78464A508 | 353,323 | $18.0M | 7.76% |
| 6 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 271,552 | $15.5M | 6.67% |
| 7 | SELECT SECTOR SPDR TR | 81369Y886 | 164,286 | $13.0M | 5.57% |
| 8 | ISHARES TR | 46429B689 | 146,815 | $11.4M | 4.92% |
| 9 | ISHARES TR | 464287200 | 8,761 | $4.9M | 2.12% |
| 10 | APPLE INC | AAPL | 17,518 | $3.9M | 1.67% |
| 11 | J P MORGAN EXCHANGE TRADED F | 46654Q203 | 71,229 | $3.7M | 1.59% |
| 12 | PGIM ETF TR | 69344A107 | 62,205 | $3.1M | 1.33% |
| 13 | SPDR SER TR | 78464A409 | 38,187 | $3.1M | 1.32% |
| 14 | SPDR INDEX SHS FDS | 78463X889 | 71,561 | $2.6M | 1.12% |
| 15 | SELECT SECTOR SPDR TR | 81369Y209 | 17,694 | $2.6M | 1.11% |
| 16 | PIMCO ETF TR | 72201R775 | 26,359 | $2.4M | 1.05% |
| 17 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3 | $2.4M | 1.03% |
| 18 | ISHARES TR | 464287663 | 25,578 | $2.4M | 1.01% |
| 19 | COSTCO WHSL CORP NEW | 22160K105 | 2,067 | $2.0M | 0.84% |
| 20 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3,649 | $1.9M | 0.84% |
| 21 | PRINCIPAL EXCHANGE TRADED FD | 74255Y870 | 33,979 | $1.9M | 0.83% |
| 22 | SELECT SECTOR SPDR TR | 81369Y506 | 20,358 | $1.9M | 0.82% |
| 23 | J P MORGAN EXCHANGE TRADED F | 46641Q761 | 31,527 | $1.8M | 0.77% |
| 24 | MICROSOFT CORP | MSFT | 4,729 | $1.8M | 0.76% |
| 25 | AMAZON COM INC | AMZN | 8,204 | $1.6M | 0.67% |
| 26 | SPDR INDEX SHS FDS | 78463X509 | 39,030 | $1.5M | 0.66% |
| 27 | SPDR SER TR | 78468R853 | 29,953 | $1.2M | 0.52% |
| 28 | ALPHABET INC | GOOG | 7,077 | $1.1M | 0.48% |
| 29 | ISHARES TR | 464288414 | 9,486 | $1.0M | 0.43% |
| 30 | NVIDIA CORPORATION | NVDA | 9,182 | $995,220 | 0.43% |
| 31 | VISA INC | V | 2,690 | $942,910 | 0.41% |
| 32 | CASEYS GEN STORES INC | 147528103 | 2,147 | $932,077 | 0.40% |
| 33 | VANGUARD INDEX FDS | 922908736 | 2,419 | $897,031 | 0.39% |
| 34 | SIMPLIFY EXCHANGE TRADED FUN | 82889N640 | 36,174 | $892,780 | 0.38% |
| 35 | ELI LILLY & CO | LLY | 1,038 | $857,438 | 0.37% |
| 36 | SALESFORCE INC | CRM | 3,040 | $815,828 | 0.35% |
| 37 | JPMORGAN CHASE & CO. | VYLD | 3,099 | $760,284 | 0.33% |
| 38 | DEERE & CO | DE | 1,425 | $668,800 | 0.29% |
| 39 | STRYKER CORPORATION | SYK | 1,769 | $658,654 | 0.28% |
| 40 | ALLIANT ENERGY CORP | LNT | 9,651 | $621,043 | 0.27% |
| 41 | META PLATFORMS INC | META | 1,027 | $591,791 | 0.25% |
| 42 | CAPITAL GRP FIXED INCM ETF T | 14020Y300 | 20,255 | $552,965 | 0.24% |
| 43 | ALPHABET INC | GOOG | 3,246 | $501,851 | 0.22% |
| 44 | BERKLEY W R CORP | WRB-PH | 6,882 | $489,723 | 0.21% |
| 45 | AMERICAN CENTY ETF TR | 025072307 | 4,763 | $446,121 | 0.19% |
| 46 | ADOBE INC | ADBE | 1,140 | $437,224 | 0.19% |
| 47 | MARRIOTT INTL INC NEW | 571903202 | 1,569 | $373,675 | 0.16% |
| 48 | INVESCO EXCH TRD SLF IDX FD | IVZ | 18,309 | $356,659 | 0.15% |
| 49 | ENTERPRISE PRODS PARTNERS L | 293792107 | 10,293 | $351,412 | 0.15% |
| 50 | PROCTER AND GAMBLE CO | 742718109 | 2,058 | $350,759 | 0.15% |
| 51 | STARBUCKS CORP | SBUX | 3,573 | $350,445 | 0.15% |
| 52 | INTERNATIONAL BUSINESS MACHS | INTR | 1,392 | $346,155 | 0.15% |
| 53 | SPDR GOLD TR | GLD | 1,145 | $329,921 | 0.14% |
| 54 | VANGUARD INDEX FDS | 922908744 | 1,590 | $274,732 | 0.12% |
| 55 | PEPSICO INC | PEP | 1,785 | $267,702 | 0.12% |
| 56 | EXXON MOBIL CORP | XOM | 2,191 | $260,574 | 0.11% |
| 57 | PHILIP MORRIS INTL INC | 718172109 | 1,635 | $259,517 | 0.11% |
| 58 | BROADCOM INC | AVGO | 1,550 | $259,517 | 0.11% |
| 59 | CHEVRON CORP NEW | CVX | 1,547 | $258,844 | 0.11% |
| 60 | ISHARES TR | 464287622 | 832 | $255,130 | 0.11% |
| 61 | MCDONALDS CORP | MCD | 816 | $254,928 | 0.11% |
| 62 | INVESCO EXCH TRD SLF IDX FD | IVZ | 12,817 | $251,088 | 0.11% |
| 63 | WALMART INC | WMT | 2,789 | $244,851 | 0.11% |
| 64 | INVESCO EXCH TRD SLF IDX FD | IVZ | 11,174 | $231,077 | 0.10% |
| 65 | COCA COLA CO | KO | 3,097 | $221,787 | 0.10% |
| 66 | MERCK & CO INC | MRK | 2,413 | $216,610 | 0.09% |
| 67 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 3,547 | $216,315 | 0.09% |
| 68 | RTX CORPORATION | RTX | 1,625 | $215,275 | 0.09% |
| 69 | TESLA INC | TSLA | 817 | $211,734 | 0.09% |
| 70 | ILLINOIS TOOL WKS INC | 452308109 | 840 | $208,328 | 0.09% |
| 71 | CONSTELLATION BRANDS INC | STZ | 1,121 | $205,726 | 0.09% |
| 72 | DIMENSIONAL ETF TRUST | 25434V724 | 4,986 | $205,473 | 0.09% |
| 73 | JOHNSON & JOHNSON | JNJ | 1,216 | $201,599 | 0.09% |
| 74 | ADVISORSHARES TR | 00768Y453 | 10,020 | $26,152 | 0.01% |