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Disclosery

13F-HR filed by Wealth Advisors of Iowa, LLC

Wealth Advisors of Iowa, LLC filed this 13F-HR for the quarter ended 2022-12-31, filed 2023-02-10, with 65 holding rows worth $122,348,439.

Accession
0001803005-23-000001
Filer
CIK 1803005
Filed
2023-02-10
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2022

A holdings report, 65 entries on the cover page, a total value of $122,348,439 stated on the cover page (in dollars after the unit check, H1), rows summing to $122,348,439 with VALUE read as dollars as filed, 13F file number 028-20222. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
iShares MSCI USA Min Vol Factor ETF46429B697SHS652,073$47,014,463dollars as filed
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS288,689$12,985,236dollars as filed
SPDR SER TR78464A508PRTFLO S&P500 VL323,135$12,566,695dollars as filed
SPDW78463X889COM267,665$7,946,973dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS16,347$6,280,718dollars as filed
Apple Inc037833100COM18,702$2,429,914dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS24,689$2,159,547dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM15,214$2,148,980dollars as filed
iShares Core S&P U.S. Value ETF464287663SHS29,446$2,079,796dollars as filed
SPDR Portfolio S&P 500 Growth ETF78464A409SHS32,353$1,639,287dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A3$1,406,133dollars as filed
Microsoft Corp594918104COM5,438$1,304,175dollars as filed
Berkshire Hathaway Inc084670702COM3,546$1,095,359dollars as filed
ISHARES TR464288414NATIONAL MUN ETF9,814$1,035,589dollars as filed
Costco Wholesale Corporation22160K105COM2,209$1,008,278dollars as filed
SPDR Portfolio S&P 600 Small Cap ETF78468R853SHS22,085$816,464dollars as filed
Verizon Communications Inc92343V104COM19,333$761,731dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM8,389$744,356dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS7,664$743,331dollars as filed
Amazon.com, Inc023135106COM8,532$716,688dollars as filed
SPDR SERIES TRUST78464A375ST INTER BD ETF20,535$653,644dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS15,213$638,470dollars as filed
Deere & Company244199105COM1,475$632,421dollars as filed
Visa Inc92826C839COM2,875$597,134dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF11,635$575,837dollars as filed
AT&T Inc00206R102COM29,251$538,502dollars as filed
Bristol-Myers Squibb Company110122108COM7,299$525,188dollars as filed
SPDR SER TR78468R101PORTFOLIO SH TSR16,710$482,746dollars as filed
Vanguard Growth922908736COM2,252$480,013dollars as filed
Adobe Inc00724F101COM1,390$467,776dollars as filed
CASEYS GEN STORES INC147528103COM2,055$461,113dollars as filed
Johnson & Johnson478160104COM2,575$454,863dollars as filed
EXXON MOBIL CORP30231G102COM4,105$452,727dollars as filed
JPMorgan Chase & Co46625H100COM3,085$413,662dollars as filed
Walt Disney Co254687106COM4,704$408,683dollars as filed
Merck & Co.,Inc.58933Y105COM3,443$381,975dollars as filed
Starbucks Corporation855244109COM3,780$375,001dollars as filed
PepsiCo,Inc.713448108COM1,979$357,526dollars as filed
BERKLEY W R CORP COM084423102Stock4,898$355,448dollars as filed
NIKE,Inc. Class B654106103COM3,036$355,292dollars as filed
McDonalds Corporation580135101COM1,233$324,960dollars as filed
International Business Machines Corporation459200101COM2,304$324,596dollars as filed
Chevron Corporation166764100COM1,806$324,090dollars as filed
Eli Lilly and Company532457108COM876$320,590dollars as filed
META PLATFORMS INC CL A30303M102COM2,652$319,142dollars as filed
Pfizer Inc.717081103COM6,127$313,927dollars as filed
ISHARES MSCI EAFE MIN VOL FACTOR ETF46429B689ETF4,900$311,567dollars as filed
ENTERPRISE PRODS PARTNERS L293792107COM12,597$303,848dollars as filed
MARRIOTT INTL INC NEW CL A571903202Stock2,008$299,035dollars as filed
Lowes Companies,Inc.548661107COM1,494$297,664dollars as filed
Procter & Gamble Co742718109COM1,946$294,966dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM3,256$287,276dollars as filed
CONSTELLATION BRANDS INC CL A21036P108Stock1,231$285,284dollars as filed
SPDR GOLD TR78463V107GOLD SHS1,500$254,460dollars as filed
Coca-Cola Company191216100COM3,886$247,175dollars as filed
SPDR Portfolio Emerging Markets ETF78463X509SHS6,498$214,152dollars as filed
LUMEN TECHNOLOGIES INC550241103COM40,150$209,582dollars as filed
NVIDIA Corp67066G104COM1,405$205,356dollars as filed
Amgen Inc.031162100COM779$204,492dollars as filed
GENERAL MTRS CO COM37045V100Stock6,065$204,027dollars as filed
DNP SELECT INCOME FD INC23325P104COM13,163$148,084dollars as filed
ADVISORSHARES TR00768Y453PURE US CANNABIS14,020$98,000dollars as filed
LUMOS PHARMA INC55028X109COM11,699$42,233dollars as filed
PURPLE BIOTECH LTD SPONSORED ADR74638P109ADR12,505$17,257dollars as filed
PERSPECTIVE THERAPEUTICS INC46489V104COM20,000$4,942dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001803005-23-000001this filing2023-02-10acceptance time not in the bulk data set