The Analysis of Wealth Advisors of Iowa, LLC's Holdings
Currently, Wealth Advisors of Iowa, LLC holds 83 types of securities in its portfolio with a total value $293.7M. In the most recent quarter, they have increased their positions in USMC (+144.6K shares, valued at $9.9M), JEPQ (+144.4K shares, valued at $8.3M), QINT (+102.1K shares, valued at $6.3M); decreased their positions in JQUA (-186.8K shares, valued at $11.7M), JPST (-162.8K shares, valued at $8.3M), PULS (-50.3K shares, valued at $2.5M); initiated new positions in QINT (+102.1K shares, valued at $6.3M), SPMO (+31.1K shares, valued at $3.8M), PYLD (+80.5K shares, valued at $2.2M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
JEPQ J P MORGAN EXCHANGE TRADED F597.4K shares31.87%2025-09-302025-11-14
RSP INVESCO EXCHANGE TRADED FD T149.2K shares-0.86%2025-09-302025-11-14 EFAV ISHARES TR308.7K shares-1.17%2025-09-302025-11-14 SPYM SPDR SERIES TRUST320.8K shares-1.89%2025-09-302025-11-14 SPYV SPDR SERIES TRUST382.0K shares5.83%2025-09-302025-11-14 USMV ISHARES TR193.4K shares-0.64%2025-09-302025-11-14 QGRO AMERICAN CENTY ETF TR140.7K shares4.07%2025-09-302025-11-14 XLU SELECT SECTOR SPDR TR183.5K shares10.60%2025-09-302025-11-14 USMC PRINCIPAL EXCHANGE TRADED FD207.7K shares229.22%2025-09-302025-11-14 JPST J P MORGAN EXCHANGE TRADED F132.6K shares-55.12%2025-09-302025-11-14 QINT AMERICAN CENTY ETF TR102.1K sharesnew addition2025-09-302025-11-14 IVV ISHARES TR8.7K shares-0.21%2025-09-302025-11-14 AAPL APPLE INC21.3K shares1.01%2025-09-302025-11-14 SPYG SPDR SERIES TRUST46.9K shares14.64%2025-09-302025-11-14 SPDW SPDR INDEX SHS FDS101.3K shares29.06%2025-09-302025-11-14 JQUA J P MORGAN EXCHANGE TRADED F66.6K shares-73.72%2025-09-302025-11-14 SPMO INVESCO EXCH TRADED FD TR II31.1K sharesnew addition2025-09-302025-11-14 MSFT MICROSOFT CORP4.9K shares4.65%2025-09-302025-11-14 IUSV ISHARES TR25.0K shares-2.14%2025-09-302025-11-14 BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2025-09-302025-11-14 PYLD PIMCO ETF TR80.5K sharesnew addition2025-09-302025-11-14 NVDA NVIDIA CORPORATION11.1K shares1.11%2025-09-302025-11-14 AMZN AMAZON COM INC9.4K shares4.37%2025-09-302025-11-14 SPSM SPDR SERIES TRUST43.1K shares29.57%2025-09-302025-11-14 BOND PIMCO ETF TR21.1K shares-16.04%2025-09-302025-11-14 BRK.B BERKSHIRE HATHAWAY INC DEL3.8K shares5.15%2025-09-302025-11-14 GOOG ALPHABET INC7.7K shares5.61%2025-09-302025-11-14 COST COSTCO WHSL CORP NEW1.9K shares-7.39%2025-09-302025-11-14 XLE SELECT SECTOR SPDR TR19.0K shares0.00%2025-09-302025-11-14 SPEM SPDR INDEX SHS FDS31.8K shares-19.78%2025-09-302025-11-14 LDUR PIMCO ETF TR13.6K sharesnew addition2025-09-302025-11-14 CASY CASEYS GEN STORES INC2.2K shares0.00%2025-09-302025-11-14 VUG VANGUARD INDEX FDS2.3K shares-4.30%2025-09-302025-11-14 SGOV ISHARES TR10.1K sharesnew addition2025-09-302025-11-14 META META PLATFORMS INC1.4K shares0.51%2025-09-302025-11-14 JPM JPMORGAN CHASE & CO.3.2K shares-0.75%2025-09-302025-11-14 BIL SPDR SERIES TRUST10.6K sharesnew addition2025-09-302025-11-14 V VISA INC2.6K shares2.38%2025-09-302025-11-14 GLD SPDR GOLD TR2.5K shares0.00%2025-09-302025-11-14 MUB ISHARES TR8.3K shares-5.65%2025-09-302025-11-14 GOOGL ALPHABET INC3.6K shares9.49%2025-09-302025-11-14 LLY ELI LILLY & CO1.0K shares-1.35%2025-09-302025-11-14 CRM SALESFORCE INC2.9K shares-3.72%2025-09-302025-11-14 SYK STRYKER CORPORATION1.8K shares0.17%2025-09-302025-11-14 DE DEERE & CO1.4K shares0.00%2025-09-302025-11-14 LNT ALLIANT ENERGY CORP9.7K shares0.01%2025-09-302025-11-14 AVGO BROADCOM INC1.9K shares22.00%2025-09-302025-11-14 PULS PGIM ETF TR11.9K shares-80.82%2025-09-302025-11-14 WRB BERKLEY W R CORP7.0K shares2.01%2025-09-302025-11-14 QQQ INVESCO QQQ TR840 shares0.00%2025-09-302025-11-14 TSLA TESLA INC1.0K shares20.69%2025-09-302025-11-14 ADBE ADOBE INC1.2K shares6.32%2025-09-302025-11-14 MAR MARRIOTT INTL INC NEW1.6K shares0.62%2025-09-302025-11-14 SBUX STARBUCKS CORP5.0K shares-0.02%2025-09-302025-11-14 IBM INTERNATIONAL BUSINESS MACHS1.4K shares0.64%2025-09-302025-11-14 BSCQ INVESCO EXCH TRD SLF IDX FD18.1K shares-2.68%2025-09-302025-11-14 PG PROCTER AND GAMBLE CO2.1K shares5.66%2025-09-302025-11-14 EPD ENTERPRISE PRODS PARTNERS L10.3K shares0.04%2025-09-302025-11-14 IWB ISHARES TR832 shares0.00%2025-09-302025-11-14 NFLX NETFLIX INC251 shares14.61%2025-09-302025-11-14 RTX RTX CORPORATION1.8K shares10.21%2025-09-302025-11-14 ORCL ORACLE CORP1.1K shares0.00%2025-09-302025-11-14 VTV VANGUARD INDEX FDS1.6K shares0.00%2025-09-302025-11-14 SLV ISHARES SILVER TR6.8K shares0.00%2025-09-302025-11-14 WMT WALMART INC2.8K shares0.18%2025-09-302025-11-14 BSCR INVESCO EXCH TRD SLF IDX FD14.2K shares-3.03%2025-09-302025-11-14 PM PHILIP MORRIS INTL INC1.7K shares4.76%2025-09-302025-11-14 PEP PEPSICO INC1.8K shares3.77%2025-09-302025-11-14 MCD MCDONALDS CORP850 shares4.17%2025-09-302025-11-14 XOM EXXON MOBIL CORP2.3K shares14.38%2025-09-302025-11-14 AMD ADVANCED MICRO DEVICES INC1.6K shares0.00%2025-09-302025-11-14 AMAT APPLIED MATLS INC1.2K shares0.00%2025-09-302025-11-14 BILS SPDR SERIES TRUST2.5K shares-74.56%2025-09-302025-11-14 JNJ JOHNSON & JOHNSON1.2K sharesnew addition2025-09-302025-11-14 BSCS INVESCO EXCH TRD SLF IDX FD10.9K sharesnew addition2025-09-302025-11-14 CAT CATERPILLAR INC468 sharesnew addition2025-09-302025-11-14 DFUV DIMENSIONAL ETF TRUST5.0K shares0.00%2025-09-302025-11-14 ITW ILLINOIS TOOL WKS INC852 shares1.43%2025-09-302025-11-14 CVX CHEVRON CORP NEW1.4K sharesnew addition2025-09-302025-11-14 T AT&T INC7.4K sharesnew addition2025-09-302025-11-14 KO COCA COLA CO3.1K shares0.06%2025-09-302025-11-14 NKE NIKE INC2.9K shares0.00%2025-09-302025-11-14 VFF VILLAGE FARMS INTL INC18.6K sharesnew addition2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available