Skip to content
Disclosery

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

Wealth Advisors of Iowa, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-11, with 64 holding rows worth $198,307,973.

Accession
0001803005-25-000001
Filer
CIK 1803005
Filed
2025-02-11
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 64 entries on the cover page, a total value of $198,307,973 stated on the cover page (in dollars after the unit check, H1), rows summing to $198,307,973 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 ETF46137V357COM225,709$39,551,052dollars as filed
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS337,299$23,253,396dollars as filed
iShares MSCI USA Min Vol Factor ETF46429B697SHS191,357$16,990,636dollars as filed
SPDR SER TR78464A508PRTFLO S&P500 VL329,558$16,853,567dollars as filed
JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332ETF242,254$13,936,873dollars as filed
SPDW78463X889COM350,881$11,975,560dollars as filed
Utilities Select Sector SPDR Fund81369Y886SHS155,314$11,755,727dollars as filed
J P MORGAN EXCHANGE TRADED F46654Q203NASDAQ EQT PREM137,091$7,729,218dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS12,172$7,165,153dollars as filed
SPDR Portfolio S&P 500 Growth ETF78464A409SHS53,468$4,699,822dollars as filed
Apple Inc037833100COM17,804$4,458,389dollars as filed
PRINCIPAL EXCHANGE-TRA74255Y870USMC41,501$2,491,320dollars as filed
iShares Core S&P U.S. Value ETF464287663SHS25,567$2,367,253dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A3$2,042,760dollars as filed
Microsoft Corp594918104COM4,779$2,014,421dollars as filed
Costco Wholesale Corporation22160K105COM2,072$1,898,454dollars as filed
PGIM ETF TR69344A107PGIM ULTRA SH BD35,520$1,760,031dollars as filed
Amazon.com, Inc023135106COM7,944$1,742,836dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS19,791$1,695,297dollars as filed
Berkshire Hathaway Inc084670702COM3,739$1,694,815dollars as filed
PIMCO ETF TR72201R775ACTIVE BD ETF16,422$1,484,857dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM7,077$1,347,692dollars as filed
NVIDIA Corp67066G104COM8,869$1,191,112dollars as filed
SPDR Portfolio Emerging Markets ETF78463X509SHS29,808$1,143,755dollars as filed
SPDR Portfolio S&P 600 Small Cap ETF78468R853SHS23,300$1,046,618dollars as filed
Salesforce.com, Inc79466L302COM3,052$1,020,444dollars as filed
Vanguard Growth922908736COM2,419$992,816dollars as filed
Visa Inc92826C839COM2,620$827,899dollars as filed
CASEYS GEN STORES INC147528103COM1,998$791,511dollars as filed
JPMorgan Chase & Co46625H100COM3,099$742,785dollars as filed
Eli Lilly and Company532457108COM899$694,163dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM3,339$632,104dollars as filed
ALLIANT ENERGY CORP COM018802108Stock10,534$622,983dollars as filed
Deere & Company244199105COM1,412$598,264dollars as filed
ISHARES TR464288414NATIONAL MUN ETF5,349$569,958dollars as filed
META PLATFORMS INC CL A30303M102COM942$551,333dollars as filed
Adobe Inc00724F101COM1,140$506,936dollars as filed
MARRIOTT INTL INC NEW CL A571903202Stock1,569$437,586dollars as filed
BERKLEY W R CORP COM084423102Stock6,882$402,735dollars as filed
Broadcom Inc.11135F101COM1,550$359,352dollars as filed
Procter & Gamble Co742718109COM2,138$358,471dollars as filed
Tesla Motors, Inc88160R101COM852$344,072dollars as filed
CAPITAL GRP FIXED INCM ETF T14020Y300US MULTI-SECTOR12,331$336,400dollars as filed
Walmart Inc.931142103COM3,663$330,964dollars as filed
Starbucks Corporation855244109COM3,573$326,009dollars as filed
ENTERPRISE PRODS PARTNERS L293792107COM10,290$322,692dollars as filed
Walt Disney Co254687106COM2,781$309,675dollars as filed
International Business Machines Corporation459200101COM1,383$304,082dollars as filed
Vanguard Value ETF922908744SHS1,587$268,745dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF832$267,956dollars as filed
PepsiCo,Inc.713448108COM1,751$266,182dollars as filed
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF46138J791ETF13,524$262,766dollars as filed
SPDR GOLD TR78463V107GOLD SHS1,070$259,079dollars as filed
CONSTELLATION BRANDS INC CL A21036P108Stock1,121$247,741dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE5,986$244,947dollars as filed
Merck & Co.,Inc.58933Y105COM2,397$238,464dollars as filed
McDonalds Corporation580135101COM811$235,131dollars as filed
EXXON MOBIL CORP30231G102COM2,184$234,957dollars as filed
Chevron Corporation166764100COM1,500$217,188dollars as filed
AT&T Inc00206R102COM9,417$214,435dollars as filed
ILLINOIS TOOL WKS INC452308109COM840$212,990dollars as filed
Johnson & Johnson478160104COM1,436$207,654dollars as filed
Applied Materials,Inc.038222105COM1,245$202,474dollars as filed
ADVISORSHARES TR00768Y453PURE US CANNABIS14,020$53,416dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001803005-25-000001this filing2025-02-11acceptance time not in the bulk data set