WA
| |
Wealth Advisors of Iowa, LLC13F | |
| Wealth Advisors of Iowa, LLC | |
| Last update 2025-05-12 | 74 Stocks (13 new) |
| Value $233.00 Mil | Turnover 24 % |
Wealth Advisors of Iowa, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSP | Invesco S&P 500 Equal Weight ETF | 229,611 | 39,775.4 | +1.73% | 17.100 | +0.29% | 0.060 | +21.16% | +6.25% | 73,052.0 | ||
JPST | JPMorgan Ultra-Short Income ETF | 530,755 | 26,872.2 | New Holding | 11.550 | +11.55% | 0.090 | +1.28% | +2.53% | 31,753.8 | ||
SPLG | SPDR Portfolio S&P 500 ETF | 329,486 | 21,667.0 | -2.32% | 9.310 | -0.27% | 0.030 | +25.57% | +6.74% | 72,282.1 | ||
USMV | iShares MSCI USA Min Vol Factor ETF | 195,803 | 18,339.0 | +2.32% | 7.880 | +0.18% | 0.080 | +9.90% | +6.10% | 23,789.0 | ||
SPYV | SPDR Portfolio S&P 500 Value ETF | 353,323 | 18,044.2 | +7.21% | 7.760 | +0.52% | 0.070 | +18.12% | +4.56% | 27,064.4 | ||
JEPI | JPMorgan Equity Premium Income ETF | 271,552 | 15,516.5 | +12.09% | 6.670 | +0.72% | 0.040 | +14.01% | +3.21% | 40,940.5 | ||
XLU | Utilities Select Sector SPDR ETF | 164,286 | 12,953.9 | +5.78% | 5.570 | +0.30% | 0.070 | +11.09% | +8.03% | 18,745.4 | ||
EFAV |
iShares MSCI EAFE Min Vol Factor ETF
iShares MSCI EAFE Min Vol Factor ETF
| 146,815 | 11,439.8 | New Holding | 4.920 | +4.92% | 0.220 | +16.42% | +20.48% | 5,459.2 | ||
IVV | iShares Core S&P 500 ETF | 8,761 | 4,922.7 | -28.02% | 2.120 | -1.01% | 0.000 | +25.66% | +6.81% | 620,485.5 | ||
AAPL | Apple Inc | 17,518 | 3,891.3 | -1.61% | 1.670 | -0.04% | 0.000 | +22.54% | -15.53% | 3,151,683.3 | Hardware |
Wealth Advisors of Iowa, LLC's Historical Top Holdings Breakdowns
Wealth Advisors of Iowa, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
JPST | JPMorgan Ultra-Short Income ETF | 2025-03-31 | New Buy New Buy | +11.55% | 50.39 ($50.51) 50.66 | $50.49 | -0.03% | New holding | 530,755 | 530,755 | |
EFAV |
iShares MSCI EAFE Min Vol Factor ETF
iShares MSCI EAFE Min Vol Factor ETF
| 2025-03-31 | New Buy New Buy | +4.92% | 69.81 ($74.66) 78.91 | $83.60 | 11.97% | New holding | 146,815 | 146,815 | |
SPDW |
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
| 2025-03-31 | Reduce Reduce | -4.81% | 33.84 ($36.14) 37.77 | $40.41 | 11.83% | Reduce -79.61% | 71,561 | -279,320 | |
JEPQ |
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
| 2025-03-31 | Reduce Reduce | -1.87% | 51.45 ($55.7) 58.51 | $54.15 | -2.78% | Reduce -48.04% | 71,229 | -65,862 | |
XLV | Health Care Select Sector SPDR | 2025-03-31 | New Buy New Buy | +1.11% | 137.61 ($145.27) 149.68 | $135.84 | -6.49% | New holding | 17,694 | 17,694 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Reduce Reduce | -1.01% | 554.06 ($590.51) 615.85 | $624.86 | 5.82% | Reduce -28.02% | 8,761 | -3,411 | |
JQUA | JPMorgan U.S. Quality Factor ETF | 2025-03-31 | New Buy New Buy | +0.77% | 55.41 ($58.41) 60.74 | $60.64 | 3.82% | New holding | 31,527 | 31,527 | |
JEPI | JPMorgan Equity Premium Income ETF | 2025-03-31 | Add Add | +0.72% | 56.17 ($58.26) 59.71 | $56.84 | -2.45% | Add 12.09% | 271,552 | 29,298 | |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 2025-03-31 | Reduce Reduce | -0.68% | 80.05 ($87.3) 92.39 | $95.23 | 9.09% | Reduce -28.58% | 38,187 | -15,281 | |
PULS | PGIM Ultra Short Bond ETF | 2025-03-31 | Add Add | +0.57% | 49.56 ($49.66) 49.78 | $49.62 | -0.09% | Add 75.13% | 62,205 | 26,685 |
Wealth Advisors of Iowa, LLC Total Holding History ($B)
Wealth Advisors of Iowa, LLC's Asset Allocation
Wealth Advisors of Iowa, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Wealth Advisors of Iowa, LLC's Hypothetical Growth since 2025-03-31
Wealth Advisors of Iowa, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Wealth Advisors of Iowa, LLC's Holdings Heat Map
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Wealth Advisors of Iowa, LLC's Holdings Bubble Chart
Wealth Advisors of Iowa, LLC News
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