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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 2024-09-30, filed 2024-11-12, with 69 holding rows worth $196,441,815.

Accession
0001803005-24-000005
Filer
CIK 1803005
Filed
2024-11-12
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2024

A holdings report, 69 entries on the cover page, a total value of $196,441,815 stated on the cover page (in dollars after the unit check, H1), rows summing to $196,441,815 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
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM218,043$39,064,641dollars as filed
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS334,362$22,572,789dollars as filed
iShares MSCI USA Min Vol Factor ETF46429B697SHS218,147$19,919,000dollars as filed
SPDR SER TR78464A508PRTFLO S&P500 VL322,286$17,035,994dollars as filed
JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332ETF232,500$13,836,075dollars as filed
SPDW78463X889COM338,926$12,730,060dollars as filed
Utilities Select Sector SPDR Fund81369Y886SHS154,795$12,504,342dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS12,199$7,036,596dollars as filed
J P MORGAN EXCHANGE TRADED F46654Q203NASDAQ EQT PREM116,354$6,391,324dollars as filed
Apple Inc037833100COM17,994$4,192,563dollars as filed
SPDR Portfolio S&P 500 Growth ETF78464A409SHS36,554$3,031,751dollars as filed
iShares Core S&P U.S. Value ETF464287663SHS25,621$2,446,502dollars as filed
Microsoft Corp594918104COM4,832$2,079,024dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A3$2,073,540dollars as filed
Costco Wholesale Corporation22160K105COM2,043$1,811,081dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS20,131$1,767,502dollars as filed
Berkshire Hathaway Inc084670702COM3,650$1,679,949dollars as filed
Amazon.com, Inc023135106COM7,901$1,472,193dollars as filed
PGIM ETF TR69344A107PGIM ULTRA SH BD25,391$1,263,940dollars as filed
PRINCIPAL EXCHANGE-TRA74255Y870USMC22,084$1,258,567dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM7,155$1,196,210dollars as filed
SPDR Portfolio S&P 600 Small Cap ETF78468R853SHS24,544$1,117,006dollars as filed
NVIDIA Corp67066G104COM8,098$983,405dollars as filed
ISHARES TR464288414NATIONAL MUN ETF9,042$982,202dollars as filed
SPDR Portfolio Emerging Markets ETF78463X509SHS23,384$965,283dollars as filed
PIMCO ETF TR72201R775ACTIVE BD ETF9,837$930,717dollars as filed
Vanguard Growth922908736COM2,419$928,641dollars as filed
Eli Lilly and Company532457108COM1,012$896,727dollars as filed
Salesforce.com, Inc79466L302COM3,028$828,801dollars as filed
CASEYS GEN STORES INC147528103COM2,036$764,837dollars as filed
Visa Inc92826C839COM2,594$713,377dollars as filed
ALLIANT ENERGY CORP COM018802108Stock10,526$638,828dollars as filed
JPMorgan Chase & Co46625H100COM2,868$604,705dollars as filed
Deere & Company244199105COM1,421$593,027dollars as filed
Adobe Inc00724F101COM1,090$564,380dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM3,122$517,820dollars as filed
META PLATFORMS INC CL A30303M102COM890$509,748dollars as filed
Walt Disney Co254687106COM4,439$426,997dollars as filed
BERKLEY W R CORP COM084423102Stock6,972$395,522dollars as filed
MARRIOTT INTL INC NEW CL A571903202Stock1,569$389,990dollars as filed
Procter & Gamble Co742718109COM2,138$370,336dollars as filed
Starbucks Corporation855244109COM3,673$358,107dollars as filed
Johnson & Johnson478160104COM2,145$347,618dollars as filed
International Business Machines Corporation459200101COM1,475$326,199dollars as filed
ENTERPRISE PRODS PARTNERS L293792107COM10,286$299,438dollars as filed
PepsiCo,Inc.713448108COM1,760$299,205dollars as filed
CONSTELLATION BRANDS INC CL A21036P108Stock1,121$288,870dollars as filed
CAPITAL GRP FIXED INCM ETF T14020Y300US MULTI-SECTOR10,062$280,125dollars as filed
ISHARES MSCI EAFE MIN VOL FACTOR ETF46429B689ETF3,550$272,285dollars as filed
Merck & Co.,Inc.58933Y105COM2,383$270,629dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF855$268,724dollars as filed
Bristol-Myers Squibb Company110122108COM5,143$266,087dollars as filed
NIKE,Inc. Class B654106103COM2,953$261,046dollars as filed
Advanced Micro Devices,Inc.007903107COM1,578$258,918dollars as filed
EXXON MOBIL CORP30231G102COM2,173$254,689dollars as filed
Applied Materials,Inc.038222105COM1,245$251,552dollars as filed
McDonalds Corporation580135101COM823$250,645dollars as filed
SPDR GOLD TR78463V107GOLD SHS1,030$250,351dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE5,986$249,556dollars as filed
VWO922042858SHS4,853$232,231dollars as filed
KROGER CO COM501044101Stock4,000$229,200dollars as filed
Verizon Communications Inc92343V104COM4,915$220,738dollars as filed
Coca-Cola Company191216100COM3,068$220,482dollars as filed
ILLINOIS TOOL WKS INC452308109COM840$220,139dollars as filed
Walmart Inc.931142103COM2,702$218,197dollars as filed
Chevron Corporation166764100COM1,459$214,894dollars as filed
Broadcom Inc.11135F101COM1,160$200,100dollars as filed
ADVISORSHARES TR00768Y453PURE US CANNABIS14,020$100,523dollars as filed
LUMOS PHARMA INC55028X109COM11,699$45,275dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001803005-24-000005this filing2024-11-12acceptance time not in the bulk data set