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CIK: 0001803005
Total reported value
$369.2M
$369.2M
64 檔
30.0%
At the close of Q4 2024, Wealth Advisors of Iowa, LLC disclosed equity holdings valued at approximately $369.2M, spread across 64 reported holdings.
During Q4 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 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 19.94% | -0.42% | +3.52% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 11.73% | +0.76% | +0.88% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 8.57% | -0.50% | -12.28% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 8.50% | +0.25% | +2.26% | |
| 5 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 7.03% | — | +4.20% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 6.04% | +0.35% | +3.53% | |
| 7 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 5.93% | -1.18% | +0.34% | |
| 8 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 3.90% | +0.31% | +17.82% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.61% | -0.05% | -0.22% | |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.37% | +2.66% | +46.27% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.25% | — | -1.06% | |
| 12 | USMC | Principal US Mega-cap ETF | ETF-Other | 1.26% | -0.09% | +87.92% | |
| 13 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.19% | -0.08% | -0.21% | |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.03% | -0.06% | — | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.02% | -0.04% | -1.10% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.96% | -0.10% | +1.42% | |
| 17 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.89% | — | +39.89% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.88% | — | +0.54% | |
| 19 | XLE | Ss Energy Select Sector | ETF-Other | 0.85% | +2.79% | -1.69% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.85% | -0.05% | +2.44% | |
| 21 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.75% | -0.13% | +66.94% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.68% | +0.04% | -1.09% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.60% | -0.02% | +9.52% | |
| 24 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.58% | +0.17% | +27.47% | |
| 25 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.53% | +0.29% | -5.07% | |
| 26 | CRM | Salesforce Inc | Stock-Tech | 0.51% | -0.06% | +0.79% | |
| 27 | VUG | Vanguard Growth ETF | ETF-Other | 0.50% | — | — | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.42% | — | +1.00% | |
| 29 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.40% | -0.03% | -1.87% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.37% | -0.01% | +8.05% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.35% | +0.04% | -11.17% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.32% | +0.02% | +6.95% | |
| 33 | LNT | Alliant Energy CORP | Stock-Utilities | 0.31% | -0.01% | +0.08% | |
| 34 | DE | Deere & Co | Stock-Industrials | 0.30% | -0.01% | -0.63% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-Other | 0.29% | -0.03% | -40.84% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.28% | -0.04% | +5.84% | |
| 37 | ADBE | Adobe Inc | Stock-Tech | 0.26% | -0.03% | +4.59% | |
| 38 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.22% | — | — | |
| 39 | WRB | Wr Berkley CORP | Stock-Financials | 0.20% | -0.01% | -1.29% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.18% | +0.01% | +33.62% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.18% | -0.02% | — | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.17% | -0.01% | — | |
| 43 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.17% | — | +22.55% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.17% | -0.02% | +35.57% | |
| 45 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.16% | — | -2.72% | |
| 46 | EPD | Enterprise Products Partners | Stock-Energy | 0.16% | -0.02% | +0.04% | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.16% | — | -37.35% | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.15% | — | -6.24% | |
| 49 | VTV | Vanguard Value ETF | ETF-Other | 0.14% | -0.01% | — | |
| 50 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.14% | — | -2.69% |
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 64 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including RSP, SPYM, USMV) accounted for 30.0% of total reported equity market value during Q4 2024.
During Q4 2024, Wealth Advisors of Iowa, LLC's top holdings by market value included RSP (19.9%)、SPYM (11.7%)、USMV (8.6%). The largest single position, RSP, represented 19.9% of total portfolio value.
In Q4 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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