The Analysis of Wealth Advisors of Iowa, LLC's Holdings
Currently, Wealth Advisors of Iowa, LLC holds 84 types of securities in its portfolio with a total value $304.5M. In the most recent quarter, they have increased their positions in SPDW (+498.1K shares, valued at $22.1M), XLU (+194.2K shares, valued at $8.3M), QINT (+28.5K shares, valued at $1.8M); decreased their positions in EFAV (-251.7K shares, valued at $21.7M), JPST (-32.7K shares, valued at $1.7M), QGRO (-2.9K shares, valued at $326.7K); initiated new positions in VEA (+7.3K shares, valued at $459.1K), N/A (+2.4K shares, valued at $251.0K), N/A (+22.2K shares, valued at $16.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
JEPQ J P MORGAN EXCHANGE TRADED F619.0K shares3.60%2025-12-312026-02-05
SPDW SPDR INDEX SHS FDS599.4K shares491.83%2025-12-312026-02-05 SPYM SPDR SERIES TRUST320.8K shares-0.00%2025-12-312026-02-05 SPYV SPDR SERIES TRUST383.5K shares0.41%2025-12-312026-02-05 USMV ISHARES TR196.6K shares1.69%2025-12-312026-02-05 XLU SELECT SECTOR SPDR TR377.7K shares105.86%2025-12-312026-02-05 QGRO AMERICAN CENTY ETF TR137.9K shares-2.03%2025-12-312026-02-05 USMC PRINCIPAL EXCHANGE TRADED FD205.1K shares-1.25%2025-12-312026-02-05 QINT AMERICAN CENTY ETF TR130.6K shares27.88%2025-12-312026-02-05 AAPL APPLE INC22.1K shares3.36%2025-12-312026-02-05 IVV ISHARES TR8.7K shares-0.07%2025-12-312026-02-05 JPST J P MORGAN EXCHANGE TRADED F99.9K shares-24.67%2025-12-312026-02-05 SPYG SPDR SERIES TRUST46.5K shares-0.91%2025-12-312026-02-05 EFAV ISHARES TR57.0K shares-81.54%2025-12-312026-02-05 JQUA J P MORGAN EXCHANGE TRADED F65.3K shares-1.85%2025-12-312026-02-05 SPMO INVESCO EXCH TRADED FD TR II31.3K shares0.82%2025-12-312026-02-05 MSFT MICROSOFT CORP5.6K shares13.63%2025-12-312026-02-05 BIL SPDR SERIES TRUST29.2K shares174.13%2025-12-312026-02-05 IUSV ISHARES TR25.1K shares0.05%2025-12-312026-02-05 PYLD PIMCO ETF TR95.2K shares18.22%2025-12-312026-02-05 ALPHABET INC ALPHABET INC7.4K shares-4.74%2025-12-312026-02-05 BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2025-12-312026-02-05 AMZN AMAZON COM INC8.9K shares-5.31%2025-12-312026-02-05 SPSM SPDR SERIES TRUST42.6K shares-1.17%2025-12-312026-02-05 NVDA NVIDIA CORPORATION10.6K shares-5.03%2025-12-312026-02-05 BOND PIMCO ETF TR21.2K shares0.35%2025-12-312026-02-05 XLE SELECT SECTOR SPDR TR37.8K shares99.62%2025-12-312026-02-05 COST COSTCO WHSL CORP NEW1.9K shares0.00%2025-12-312026-02-05 LDUR PIMCO ETF TR16.9K shares23.54%2025-12-312026-02-05 SGOV ISHARES TR16.0K shares58.95%2025-12-312026-02-05 SPEM SPDR INDEX SHS FDS31.8K shares0.22%2025-12-312026-02-05 CASY CASEYS GEN STORES INC2.2K shares1.86%2025-12-312026-02-05 GLD SPDR GOLD TR3.1K shares24.92%2025-12-312026-02-05 VUG VANGUARD INDEX FDS2.4K shares2.38%2025-12-312026-02-05 JPM JPMORGAN CHASE & CO.3.5K shares10.17%2025-12-312026-02-05 LLY ELI LILLY & CO1.0K shares0.00%2025-12-312026-02-05 ALPHABET INC ALPHABET INC3.1K shares-12.04%2025-12-312026-02-05 DE DEERE & CO2.0K shares41.40%2025-12-312026-02-05 META META PLATFORMS INC1.4K shares-0.51%2025-12-312026-02-05 MUB ISHARES TR8.3K shares0.12%2025-12-312026-02-05 V VISA INC2.5K shares-3.58%2025-12-312026-02-05 CRM SALESFORCE INC2.9K shares-0.24%2025-12-312026-02-05 LNT ALLIANT ENERGY CORP9.7K shares0.01%2025-12-312026-02-05 SYK STRYKER CORPORATION1.8K shares0.17%2025-12-312026-02-05 CAT CATERPILLAR INC1.1K shares125.00%2025-12-312026-02-05 MAR MARRIOTT INTL INC NEW1.7K shares3.74%2025-12-312026-02-05 BILS SPDR SERIES TRUST5.1K shares103.00%2025-12-312026-02-05 WRB BERKLEY W R CORP6.9K shares-1.97%2025-12-312026-02-05 BROADCOM INC BROADCOM INC1.4K shares-28.40%2025-12-312026-02-05 VEA VANGUARD TAX-MANAGED FDS7.3K sharesnew addition2025-12-312026-02-05 SLV ISHARES SILVER TR6.8K shares0.00%2025-12-312026-02-05 IBM INTERNATIONAL BUSINESS MACHS1.4K shares0.50%2025-12-312026-02-05 RTX RTX CORPORATION2.2K shares24.05%2025-12-312026-02-05 ADBE ADOBE INC1.1K shares-5.94%2025-12-312026-02-05 TSLA TESLA INC861 shares-15.17%2025-12-312026-02-05 PULS PGIM ETF TR7.4K shares-37.65%2025-12-312026-02-05 BSCQ INVESCO EXCH TRD SLF IDX FD18.5K shares2.27%2025-12-312026-02-05 JNJ JOHNSON & JOHNSON1.6K shares34.62%2025-12-312026-02-05 AMD ADVANCED MICRO DEVICES INC1.6K shares0.00%2025-12-312026-02-05 EPD ENTERPRISE PRODS PARTNERS L10.3K shares0.03%2025-12-312026-02-05 AMAT APPLIED MATLS INC1.2K shares0.00%2025-12-312026-02-05 PG PROCTER AND GAMBLE CO2.2K shares4.12%2025-12-312026-02-05 IWB ISHARES TR832 shares0.00%2025-12-312026-02-05 WMT WALMART INC2.8K shares0.00%2025-12-312026-02-05 VTV VANGUARD INDEX FDS1.6K shares0.00%2025-12-312026-02-05 BSCS INVESCO EXCH TRD SLF IDX FD14.5K shares32.91%2025-12-312026-02-05 PEP PEPSICO INC1.9K shares4.50%2025-12-312026-02-05 BSCR INVESCO EXCH TRD SLF IDX FD13.9K shares-2.10%2025-12-312026-02-05 PM PHILIP MORRIS INTL INC1.6K shares-4.14%2025-12-312026-02-05 MERCK & CO INC MERCK & CO INC2.4K sharesnew addition2025-12-312026-02-05 MCD MCDONALDS CORP817 shares-3.88%2025-12-312026-02-05 XOM EXXON MOBIL CORP2.0K shares-12.04%2025-12-312026-02-05 SBUX STARBUCKS CORP2.8K shares-44.42%2025-12-312026-02-05 DFUV DIMENSIONAL ETF TRUST5.0K shares0.00%2025-12-312026-02-05 KO COCA COLA CO3.1K shares0.16%2025-12-312026-02-05 CVX CHEVRON CORP NEW1.4K shares0.00%2025-12-312026-02-05 ORCL ORACLE CORP1.1K shares0.00%2025-12-312026-02-05 ITW ILLINOIS TOOL WKS INC840 shares-1.41%2025-12-312026-02-05 NFLX NETFLIX INC2.2K shares772.51%2025-12-312026-02-05 VFF VILLAGE FARMS INTL INC18.6K shares0.00%2025-12-312026-02-05 STRIVE INC STRIVE INC22.2K sharesnew addition2025-12-312026-02-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available