Wealth Advisors of Iowa, LLC Q4 2024 Filing
Filed February 11, 2025
Portfolio Value
$198.3B
Holdings
64
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (64 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | RSPINVESCO EXCHANGE TRADED FD T | 225,709 | $39.6B | 19.94% | |
| 2 | SPYMSPDR SER TR | 337,299 | $23.3B | 11.73% | |
| 3 | USMVISHARES TR | 191,357 | $17.0B | 8.57% | |
| 4 | SPYVSPDR SER TR | 329,558 | $16.9B | 8.50% | |
| 5 | JEPIJ P MORGAN EXCHANGE TRADED F | 242,254 | $13.9B | 7.03% | |
| 6 | SPDWSPDR INDEX SHS FDS | 350,881 | $12.0B | 6.04% | |
| 7 | XLUSELECT SECTOR SPDR TR | 155,314 | $11.8B | 5.93% | |
| 8 | JEPQJ P MORGAN EXCHANGE TRADED F | 137,091 | $7.7B | 3.90% | |
| 9 | IVVISHARES TR | 12,172 | $7.2B | 3.61% | |
| 10 | SPYGSPDR SER TR | 53,468 | $4.7B | 2.37% | |
| 11 | AAPLAPPLE INC | 17,804 | $4.5B | 2.25% | |
| 12 | USMCPRINCIPAL EXCHANGE TRADED FD | 41,501 | $2.5B | 1.26% | |
| 13 | IUSVISHARES TR | 25,567 | $2.4B | 1.19% | |
| 14 | BRK-BBERKSHIRE HATHAWAY INC DEL | 3 | $2.0B | 1.03% | |
| 15 | MSFTMICROSOFT CORP | 4,779 | $2.0B | 1.02% | |
| 16 | COSTCOSTCO WHSL CORP NEW | 2,072 | $1.9B | 0.96% | |
| 17 | PULSPGIM ETF TR | 35,520 | $1.8B | 0.89% | |
| 18 | AMZNAMAZON COM INC | 7,944 | $1.7B | 0.88% | |
| 19 | XLESELECT SECTOR SPDR TR | 19,791 | $1.7B | 0.85% | |
| 20 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,739 | $1.7B | 0.85% | |
| 21 | BONDPIMCO ETF TR | 16,422 | $1.5B | 0.75% | |
| 22 | GOOGALPHABET INC | 7,077 | $1.3B | 0.68% | |
| 23 | NVDANVIDIA CORPORATION | 8,869 | $1.2B | 0.60% | |
| 24 | SPEMSPDR INDEX SHS FDS | 29,808 | $1.1B | 0.58% | |
| 25 | SPSMSPDR SER TR | 23,300 | $1.0B | 0.53% | |
| 26 | CRMSALESFORCE INC | 3,052 | $1.0B | 0.51% | |
| 27 | VUGVANGUARD INDEX FDS | 2,419 | $992.8M | 0.50% | |
| 28 | VVISA INC | 2,620 | $827.9M | 0.42% | |
| 29 | CASYCASEYS GEN STORES INC | 1,998 | $791.5M | 0.40% | |
| 30 | JPMJPMORGAN CHASE & CO. | 3,099 | $742.8M | 0.37% | |
| 31 | LLYELI LILLY & CO | 899 | $694.2M | 0.35% | |
| 32 | GOOGLALPHABET INC | 3,339 | $632.1M | 0.32% | |
| 33 | LNTALLIANT ENERGY CORP | 10,534 | $623.0M | 0.31% | |
| 34 | DEDEERE & CO | 1,412 | $598.3M | 0.30% | |
| 35 | MUBISHARES TR | 5,349 | $570.0M | 0.29% | |
| 36 | METAMETA PLATFORMS INC | 942 | $551.3M | 0.28% | |
| 37 | ADBEADOBE INC | 1,140 | $506.9M | 0.26% | |
| 38 | MARMARRIOTT INTL INC NEW | 1,569 | $437.6M | 0.22% | |
| 39 | WRBBERKLEY W R CORP | 6,882 | $402.7M | 0.20% | |
| 40 | AVGOBROADCOM INC | 1,550 | $359.4M | 0.18% | |
| 41 | PGPROCTER AND GAMBLE CO | 2,138 | $358.5M | 0.18% | |
| 42 | TSLATESLA INC | 852 | $344.1M | 0.17% | |
| 43 | CGMSCAPITAL GRP FIXED INCM ETF T | 12,331 | $336.4M | 0.17% | |
| 44 | WMTWALMART INC | 3,663 | $331.0M | 0.17% | |
| 45 | SBUXSTARBUCKS CORP | 3,573 | $326.0M | 0.16% | |
| 46 | EPDENTERPRISE PRODS PARTNERS L | 10,290 | $322.7M | 0.16% | |
| 47 | DISDISNEY WALT CO | 2,781 | $309.7M | 0.16% | |
| 48 | IBMINTERNATIONAL BUSINESS MACHS | 1,383 | $304.1M | 0.15% | |
| 49 | VTVVANGUARD INDEX FDS | 1,587 | $268.7M | 0.14% | |
| 50 | IWBISHARES TR | 832 | $268.0M | 0.14% | |
| 51 | PEPPEPSICO INC | 1,751 | $266.2M | 0.13% | |
| 52 | BSCQINVESCO EXCH TRD SLF IDX FD | 13,524 | $262.8M | 0.13% | |
| 53 | GQ9SPDR GOLD TR | 1,070 | $259.1M | 0.13% | |
| 54 | STZCONSTELLATION BRANDS INC | 1,121 | $247.7M | 0.12% | |
| 55 | DFUVDIMENSIONAL ETF TRUST | 5,986 | $244.9M | 0.12% | |
| 56 | MRKMERCK & CO INC | 2,397 | $238.5M | 0.12% | |
| 57 | MCDMCDONALDS CORP | 811 | $235.1M | 0.12% | |
| 58 | XOMEXXON MOBIL CORP | 2,184 | $235.0M | 0.12% | |
| 59 | CVXCHEVRON CORP NEW | 1,500 | $217.2M | 0.11% | |
| 60 | TAT&T INC | 9,417 | $214.4M | 0.11% | |
| 61 | ITWILLINOIS TOOL WKS INC | 840 | $213.0M | 0.11% | |
| 62 | JNJJOHNSON & JOHNSON | 1,436 | $207.7M | 0.10% | |
| 63 | AMATAPPLIED MATLS INC | 1,245 | $202.5M | 0.10% | |
| 64 | MSOSADVISORSHARES TR | 14,020 | $53.4M | 0.03% |