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CIK: 0001803005
Total reported value
$369.2M
$369.2M
63 檔
27.2%
At the close of Q1 2024, Wealth Advisors of Iowa, LLC disclosed equity holdings valued at approximately $369.2M, spread across 63 reported holdings.
During Q1 2024, Wealth Advisors of Iowa, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including RSP, SPYM, SPYV) accounted for 27.2% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 21.95% | -0.42% | +91.86% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 13.06% | +0.76% | -16.44% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 9.60% | +0.25% | -0.61% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 9.36% | -0.50% | -42.14% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 7.17% | +0.35% | -0.80% | |
| 6 | XLE | Ss Energy Select Sector | ETF-Other | 6.22% | +2.79% | +5.14% | |
| 7 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 4.90% | — | +29.85% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.90% | -0.05% | -15.49% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.91% | — | -2.64% | |
| 10 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.67% | +0.31% | +9.98% | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.56% | +2.66% | -0.18% | |
| 12 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.44% | -0.08% | -1.83% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.27% | -0.04% | +0.18% | |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.16% | -0.06% | — | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.97% | -0.05% | +3.69% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.94% | -0.10% | -0.43% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.87% | — | -5.26% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.66% | +0.04% | +2.73% | |
| 19 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.64% | +0.29% | -2.33% | |
| 20 | CRM | Salesforce Inc | Stock-Tech | 0.55% | -0.06% | -37.68% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-Other | 0.53% | -0.03% | +0.14% | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 0.53% | — | +0.04% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.44% | — | +63.01% | |
| 24 | ADBE | Adobe Inc | Stock-Tech | 0.43% | -0.03% | — | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.43% | +0.04% | +0.11% | |
| 26 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.39% | -0.03% | +0.05% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.38% | -0.02% | — | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.36% | -0.01% | +3.23% | |
| 29 | LNT | Alliant Energy CORP | Stock-Utilities | 0.34% | -0.01% | -8.02% | |
| 30 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.34% | — | — | |
| 31 | DE | Deere & Co | Stock-Industrials | 0.34% | -0.01% | -0.07% | |
| 32 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.33% | — | +0.22% | |
| 33 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.33% | +0.17% | +19.57% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.33% | +0.02% | — | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.26% | -0.04% | +15.58% | |
| 36 | WRB | Wr Berkley CORP | Stock-Financials | 0.25% | -0.01% | — | |
| 37 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.24% | — | — | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.23% | -0.01% | — | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.22% | -0.03% | -3.01% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.21% | -0.02% | — | |
| 41 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.21% | -0.01% | -7.68% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.20% | -0.03% | +5.29% | |
| 43 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.20% | — | +1.70% | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.19% | — | +0.51% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.19% | -0.02% | -7.71% | |
| 46 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.19% | — | — | |
| 47 | EPD | Enterprise Products Partners | Stock-Energy | 0.18% | -0.02% | +0.04% | |
| 48 | AMD | Advanced Micro Devices | Stock-Tech | 0.17% | +0.15% | +1.15% | |
| 49 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.17% | — | — | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.17% | — | +2.23% |
According to official SEC Form 13F filings, Wealth Advisors of Iowa, LLC reported a total U.S. public equity portfolio value of $369.2M across 63 disclosed positions in Q1 2024.
During Q1 2024, Wealth Advisors of Iowa, LLC's top holdings by market value included RSP (21.9%)、SPYM (13.1%)、SPYV (9.6%). The largest single position, RSP, represented 21.9% of total portfolio value.
In Q1 2024, Wealth Advisors of Iowa, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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