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CIK: 0001803005
Total reported value
$369.2M
$369.2M
52 檔
37.0%
The Q2 2024 SEC filing reveals that Wealth Advisors of Iowa, LLC held a total portfolio value of $369.2M, covering 52 public equity positions.
During Q2 2024, Wealth Advisors of Iowa, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 23.26% | +2.66% | +1969.80% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 19.68% | -0.42% | +0.77% | |
| 3 | OEF | Ishares S&p 100 ETF | ETF-Other | 14.56% | — | — | |
| 4 | XLE | Ss Energy Select Sector | ETF-Other | 11.69% | +2.79% | +145.15% | |
| 5 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 6.93% | — | +58.70% | |
| 6 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 6.90% | +0.17% | +2229.33% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.10% | — | -2.49% | |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.83% | -0.06% | +118900.00% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.23% | -0.04% | -0.88% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.05% | +0.04% | +43.71% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.99% | -0.10% | -0.47% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | — | +0.08% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.83% | +0.01% | — | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 0.51% | -0.02% | +973.04% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.48% | +0.04% | +6.12% | |
| 16 | CRM | Salesforce Inc | Stock-Tech | 0.43% | -0.06% | +0.17% | |
| 17 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.43% | -0.03% | +0.05% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 0.38% | — | -0.70% | |
| 19 | ADBE | Adobe Inc | Stock-Tech | 0.34% | -0.03% | -21.58% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.33% | -0.01% | -1.33% | |
| 21 | LNT | Alliant Energy CORP | Stock-Utilities | 0.32% | -0.01% | +0.08% | |
| 22 | DE | Deere & Co | Stock-Industrials | 0.30% | -0.01% | +4.87% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.25% | -0.04% | — | |
| 24 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.25% | — | -0.56% | |
| 25 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.22% | -0.01% | — | |
| 26 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.21% | — | -1.57% | |
| 27 | WRB | Wr Berkley CORP | Stock-Financials | 0.20% | -0.01% | — | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.20% | -0.02% | — | |
| 29 | USMC | Principal US Mega-cap ETF | ETF-Other | 0.18% | -0.09% | — | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.18% | -0.03% | +0.48% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.18% | -0.01% | -7.92% | |
| 32 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.17% | — | +32.93% | |
| 33 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.17% | -0.03% | -7.76% | |
| 34 | EPD | Enterprise Products Partners | Stock-Energy | 0.17% | -0.02% | +0.04% | |
| 35 | AMAT | Applied Materials Inc | Stock-Tech | 0.16% | +0.11% | — | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.16% | — | +0.51% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.16% | -0.02% | +0.46% | |
| 38 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.16% | — | — | |
| 39 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.15% | — | -1.11% | |
| 40 | AMD | Advanced Micro Devices | Stock-Tech | 0.14% | +0.15% | — | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.14% | -0.03% | +4.36% | |
| 42 | IBM | Intl Business Machines CORP | Stock-Tech | 0.14% | — | -0.34% | |
| 43 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.13% | — | — | |
| 44 | RTX | Rtx CORP | Stock-Industrials | 0.13% | -0.02% | — | |
| 45 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.12% | — | -2.15% | |
| 46 | GLD | Spdr Gold Shares | ETF-Commodities | 0.12% | -0.13% | — | |
| 47 | T | At&t Inc | Stock-Comm Services | 0.12% | — | — | |
| 48 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.12% | -0.06% | EXIT | |
| 49 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.12% | -0.01% | -19.01% | |
| 50 | MSOS | Advisorshares Pure US Cann | ETF-Other | 0.06% | — | — |
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 52 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPYG, RSP, OEF) accounted for 37.0% of total reported equity market value during Q2 2024.
During Q2 2024, Wealth Advisors of Iowa, LLC's top holdings by market value included SPYG (23.3%)、RSP (19.7%)、OEF (14.6%). The largest single position, SPYG, represented 23.3% of total portfolio value.
In Q2 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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