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CIK: 0001803005
Total reported value
$369.2M
$369.2M
74 檔
33.8%
During the Q1 2025 filing period, Wealth Advisors of Iowa, LLC (CIK: 0001803005) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $369.2M across 74 reported positions.
In Q1 2025, Wealth Advisors of Iowa, LLC displayed an active expansion posture, initiating 74 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including RSP, JPST, SPYM) accounted for 33.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
RSP
市值: $39.8M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 17.10% | -0.42% | +1.73% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 11.55% | — | — | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 9.31% | +0.76% | -2.32% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 7.88% | -0.50% | +2.32% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 7.76% | +0.25% | +7.21% | |
| 6 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 6.67% | — | +12.09% | |
| 7 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 5.57% | -1.18% | +5.78% | |
| 8 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 4.92% | -0.30% | — | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.12% | -0.05% | -28.02% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.67% | — | -1.61% | |
| 11 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.59% | +0.31% | -48.04% | |
| 12 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.33% | — | +75.13% | |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.32% | +2.66% | -28.58% | |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.12% | +0.35% | -79.61% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-Other | 1.11% | — | — | |
| 16 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.05% | -0.13% | +60.51% | |
| 17 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.03% | -0.06% | — | |
| 18 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.01% | -0.08% | +0.04% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.84% | -0.10% | -0.24% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.84% | -0.05% | -2.41% | |
| 21 | USMC | Principal US Mega-cap ETF | ETF-Other | 0.83% | -0.09% | -18.12% | |
| 22 | XLE | Ss Energy Select Sector | ETF-Other | 0.82% | +2.79% | +2.86% | |
| 23 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.77% | — | — | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.76% | -0.04% | -1.05% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.67% | — | +3.27% | |
| 26 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.66% | +0.17% | +30.94% | |
| 27 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.52% | +0.29% | +28.55% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | +0.04% | — | |
| 29 | MUB | Ishares National Muni Bond E | ETF-Other | 0.43% | -0.03% | +77.34% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.43% | -0.02% | +3.53% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.41% | — | +2.67% | |
| 32 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.40% | -0.03% | +7.46% | |
| 33 | VUG | Vanguard Growth ETF | ETF-Other | 0.39% | — | — | |
| 34 | BUCK | Simplify Treasury Option Inc | ETF-Gov Bonds | 0.38% | — | — | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.37% | +0.04% | +15.46% | |
| 36 | CRM | Salesforce Inc | Stock-Tech | 0.35% | -0.06% | -0.39% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.33% | -0.01% | — | |
| 38 | DE | Deere & Co | Stock-Industrials | 0.29% | -0.01% | +0.92% | |
| 39 | SYK | Stryker CORP | Stock-Healthcare | 0.28% | -0.03% | — | |
| 40 | LNT | Alliant Energy CORP | Stock-Utilities | 0.27% | -0.01% | -8.38% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.25% | -0.04% | +9.02% | |
| 42 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.24% | — | +64.26% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.22% | +0.02% | -2.79% | |
| 44 | WRB | Wr Berkley CORP | Stock-Financials | 0.21% | -0.01% | — | |
| 45 | QGRO | American Century US Quality | ETF-Other | 0.19% | -0.02% | — | |
| 46 | ADBE | Adobe Inc | Stock-Tech | 0.19% | -0.03% | — | |
| 47 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.16% | — | — | |
| 48 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.15% | -0.01% | +35.38% | |
| 49 | EPD | Enterprise Products Partners | Stock-Energy | 0.15% | -0.02% | +0.03% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.15% | -0.02% | -3.74% |
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 74 disclosed positions in Q1 2025.
During Q1 2025, Wealth Advisors of Iowa, LLC's top holdings by market value included RSP (17.1%)、JPST (11.6%)、SPYM (9.3%). The largest single position, RSP, represented 17.1% of total portfolio value.
In Q1 2025, Wealth Advisors of Iowa, LLC made 74 total portfolio adjustments, initiating 74 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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