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Size ($ in 1000's)
At 12/31/2023: $148,962
At 09/30/2023: $142,170
Wealth Advisors of Iowa LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Wealth Advisors of Iowa LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Wealth Advisors of Iowa LLC top holdings by largest position size, as per the latest 13f filing made by Wealth Advisors of Iowa LLC.
In the Wealth Advisors of Iowa LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Wealth Advisors of Iowa LLC in that top holding, then the share count change between reporting periods, and finally the Wealth Advisors of Iowa LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (USMV) |
318,286 |
-9,322 |
$24,836 | | USMV | 318,286 | -9,322 | $24,836 | | SPDR SER TR (SPLG) |
417,762 |
-148,715 |
$23,353 | | SPLG | 417,762 | -148,715 | $23,353 | | INVESCO EXCHANGE TRADED FD T (RSP) |
111,053 |
+3,590 |
$17,524 | | RSP | 111,053 | +3,590 | $17,524 | | SPDR SER TR (SPYV) |
317,037 |
-11,308 |
$14,783 | | SPYV | 317,037 | -11,308 | $14,783 | | SPDR INDEX SHS FDS (SPDW) |
331,446 |
-21,316 |
$11,272 | | SPDW | 331,446 | -21,316 | $11,272 | | SELECT SECTOR SPDR TR (XLE) |
103,107 |
+1,839 |
$8,645 | | XLE | 103,107 | +1,839 | $8,645 | | ISHARES TR (IVV) |
14,441 |
-88 |
$6,897 | | IVV | 14,441 | -88 | $6,897 | | J P MORGAN EXCHANGE TRADED F (JEPI) |
107,206 |
+47,940 |
$5,894 | | JEPI | 107,206 | +47,940 | $5,894 | | APPLE INC |
18,844 |
+8 |
$3,628 | | AAPL | 18,844 | +8 | $3,628 |  BERKSHIRE HATHAWAY |
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$2,932 | | BRK.A | 3 | UNCH | $1,628 | | BRK.B | 3,657 | -89 | $1,304 | | J P MORGAN EXCHANGE TRADED F (JEPQ) |
46,030 |
+24,139 |
$2,298 | | JEPQ | 46,030 | +24,139 | $2,298 | | SPDR SER TR (SPYG) |
35,124 |
+5,257 |
$2,285 | | SPYG | 35,124 | +5,257 | $2,285 | | ISHARES TR (IUSV) |
26,578 |
+29 |
$2,241 | | IUSV | 26,578 | +29 | $2,241 | | MICROSOFT CORP |
4,966 |
-155 |
$1,867 | | MSFT | 4,966 | -155 | $1,867 | | COSTCO WHSL CORP NEW |
2,116 |
-96 |
$1,397 | | COST | 2,116 | -96 | $1,397 | | SALESFORCE INC |
4,844 |
UNCH |
$1,275 | | CRM | 4,844 | UNCH | $1,275 | | AMAZON COM INC |
8,361 |
-70 |
$1,270 | | AMZN | 8,361 | -70 | $1,270 | | SPDR SER TR (SPSM) |
24,864 |
-241 |
$1,049 | | SPSM | 24,864 | -241 | $1,049 | | ALPHABET INC |
6,964 |
+175 |
$981 | | GOOG | 6,964 | +175 | $981 | | ISHARES TR (AGG) |
9,535 |
+9,535 |
$946 | | AGG | 9,535 | +9,535 | $946 | | ISHARES TR (MUB) |
8,090 |
-3,490 |
$877 | | MUB | 8,090 | -3,490 | $877 | | ADOBE SYSTEMS INCORPORATED |
1,390 |
UNCH |
$829 | | ADBE | 1,390 | UNCH | $829 | | VANGUARD INDEX FDS (VUG) |
2,518 |
-11 |
$783 | | VUG | 2,518 | -11 | $783 | | ALLIANT ENERGY CORP |
12,189 |
+12,189 |
$625 | | LNT | 12,189 | +12,189 | $625 | | CASEYS GEN STORES INC |
2,036 |
-37 |
$559 | | CASY | 2,036 | -37 | $559 | | DEERE & CO |
1,356 |
UNCH |
$542 | | DE | 1,356 | UNCH | $542 | | LILLY ELI & CO |
898 |
+18 |
$524 | | LLY | 898 | +18 | $524 | | ALPHABET INC |
3,560 |
+500 |
$497 | | GOOGL | 3,560 | +500 | $497 | | JPMORGAN CHASE & CO |
2,844 |
+153 |
$484 | | JPM | 2,844 | +153 | $484 | | SPDR INDEX SHS FDS (SPEM) |
12,617 |
+104 |
$447 | | SPEM | 12,617 | +104 | $447 | | VISA INC |
1,587 |
-1,178 |
$413 | | V | 1,587 | -1,178 | $413 | | DISNEY WALT CO |
4,484 |
-346 |
$405 | | DIS | 4,484 | -346 | $405 | | MCDONALDS CORP |
1,328 |
UNCH |
$394 | | MCD | 1,328 | UNCH | $394 | | JOHNSON & JOHNSON |
2,386 |
-99 |
$374 | | JNJ | 2,386 | -99 | $374 | | MARRIOTT INTL INC NEW |
1,594 |
-265 |
$359 | | MAR | 1,594 | -265 | $359 | | BRISTOL MYERS SQUIBB CO |
6,837 |
+42 |
$351 | | BMY | 6,837 | +42 | $351 | | NVIDIA CORPORATION |
690 |
UNCH |
$342 | | NVDA | 690 | UNCH | $342 | | STARBUCKS CORP |
3,533 |
-250 |
$339 | | SBUX | 3,533 | -250 | $339 | | BERKLEY W R CORP |
4,648 |
-250 |
$329 | | WRB | 4,648 | -250 | $329 | | NIKE INC |
3,018 |
UNCH |
$328 | | NKE | 3,018 | UNCH | $328 | | PEPSICO INC |
1,893 |
+4 |
$322 | | PEP | 1,893 | +4 | $322 | | PROCTER AND GAMBLE CO |
2,138 |
+207 |
$313 | | PG | 2,138 | +207 | $313 | | CHEVRON CORP NEW |
1,986 |
+110 |
$296 | | CVX | 1,986 | +110 | $296 | | META PLATFORMS INC |
770 |
-227 |
$273 | | META | 770 | -227 | $273 | | AMERICAN EXPRESS CO |
1,450 |
+1,450 |
$272 | | AXP | 1,450 | +1,450 | $272 | | ENTERPRISE PRODS PARTNERS L |
10,275 |
+3 |
$271 | | EPD | 10,275 | +3 | $271 | | CONSTELLATION BRANDS INC |
1,121 |
-110 |
$271 | | STZ | 1,121 | -110 | $271 | | MERCK & CO INC |
2,347 |
+14 |
$256 | | MRK | 2,347 | +14 | $256 | | ISHARES TR (EFAV) |
3,550 |
-1,350 |
$246 | | EFAV | 3,550 | -1,350 | $246 | | INTERNATIONAL BUSINESS MACHS |
1,437 |
+1,437 |
$235 | | IBM | 1,437 | +1,437 | $235 |
See Full List: All Stocks Held By Wealth Advisors of Iowa LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Wealth Advisors of Iowa LLC
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