All Stocks Held By Wealth Advisors of Iowa LLC

As of 12/31/2023, we find all stocks held by Wealth Advisors of Iowa LLC to be as follows, presented in the table below with each row detailing each Wealth Advisors of Iowa LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Wealth Advisors of Iowa LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Wealth Advisors of Iowa LLC as of the latest filing.

Entity	Amount	Change 09/30/2023 to 12/31/2023	Position Size ($ in 1000's)
ISHARES TR (USMV)	318,286	-9,322	$24,836
USMV	318,286	-9,322	$24,836
SPDR SER TR (SPLG)	417,762	-148,715	$23,353
SPLG	417,762	-148,715	$23,353
INVESCO EXCHANGE TRADED FD T (RSP)	111,053	+3,590	$17,524
RSP	111,053	+3,590	$17,524
SPDR SER TR (SPYV)	317,037	-11,308	$14,783
SPYV	317,037	-11,308	$14,783
SPDR INDEX SHS FDS (SPDW)	331,446	-21,316	$11,272
SPDW	331,446	-21,316	$11,272
SELECT SECTOR SPDR TR (XLE)	103,107	+1,839	$8,645
XLE	103,107	+1,839	$8,645
ISHARES TR (IVV)	14,441	-88	$6,897
IVV	14,441	-88	$6,897
J P MORGAN EXCHANGE TRADED F (JEPI)	107,206	+47,940	$5,894
JEPI	107,206	+47,940	$5,894
APPLE INC	18,844	+8	$3,628
AAPL	18,844	+8	$3,628
BERKSHIRE HATHAWAY			$2,932
BRK.A	3	UNCH	$1,628
BRK.B	3,657	-89	$1,304
J P MORGAN EXCHANGE TRADED F (JEPQ)	46,030	+24,139	$2,298
JEPQ	46,030	+24,139	$2,298
SPDR SER TR (SPYG)	35,124	+5,257	$2,285
SPYG	35,124	+5,257	$2,285
ISHARES TR (IUSV)	26,578	+29	$2,241
IUSV	26,578	+29	$2,241
MICROSOFT CORP	4,966	-155	$1,867
MSFT	4,966	-155	$1,867
COSTCO WHSL CORP NEW	2,116	-96	$1,397
COST	2,116	-96	$1,397
SALESFORCE INC	4,844	UNCH	$1,275
CRM	4,844	UNCH	$1,275
AMAZON COM INC	8,361	-70	$1,270
AMZN	8,361	-70	$1,270
SPDR SER TR (SPSM)	24,864	-241	$1,049
SPSM	24,864	-241	$1,049
ALPHABET INC	6,964	+175	$981
GOOG	6,964	+175	$981
ISHARES TR (AGG)	9,535	+9,535	$946
AGG	9,535	+9,535	$946
ISHARES TR (MUB)	8,090	-3,490	$877
MUB	8,090	-3,490	$877
ADOBE SYSTEMS INCORPORATED	1,390	UNCH	$829
ADBE	1,390	UNCH	$829
VANGUARD INDEX FDS (VUG)	2,518	-11	$783
VUG	2,518	-11	$783
ALLIANT ENERGY CORP	12,189	+12,189	$625
LNT	12,189	+12,189	$625
CASEYS GEN STORES INC	2,036	-37	$559
CASY	2,036	-37	$559
DEERE & CO	1,356	UNCH	$542
DE	1,356	UNCH	$542
LILLY ELI & CO	898	+18	$524
LLY	898	+18	$524
ALPHABET INC	3,560	+500	$497
GOOGL	3,560	+500	$497
JPMORGAN CHASE & CO	2,844	+153	$484
JPM	2,844	+153	$484
SPDR INDEX SHS FDS (SPEM)	12,617	+104	$447
SPEM	12,617	+104	$447
VISA INC	1,587	-1,178	$413
V	1,587	-1,178	$413
DISNEY WALT CO	4,484	-346	$405
DIS	4,484	-346	$405
MCDONALDS CORP	1,328	UNCH	$394
MCD	1,328	UNCH	$394
JOHNSON & JOHNSON	2,386	-99	$374
JNJ	2,386	-99	$374
MARRIOTT INTL INC NEW	1,594	-265	$359
MAR	1,594	-265	$359
BRISTOL MYERS SQUIBB CO	6,837	+42	$351
BMY	6,837	+42	$351
NVIDIA CORPORATION	690	UNCH	$342
NVDA	690	UNCH	$342
STARBUCKS CORP	3,533	-250	$339
SBUX	3,533	-250	$339
BERKLEY W R CORP	4,648	-250	$329
WRB	4,648	-250	$329
NIKE INC	3,018	UNCH	$328
NKE	3,018	UNCH	$328
PEPSICO INC	1,893	+4	$322
PEP	1,893	+4	$322
PROCTER AND GAMBLE CO	2,138	+207	$313
PG	2,138	+207	$313
CHEVRON CORP NEW	1,986	+110	$296
CVX	1,986	+110	$296
META PLATFORMS INC	770	-227	$273
META	770	-227	$273
AMERICAN EXPRESS CO	1,450	+1,450	$272
AXP	1,450	+1,450	$272
ENTERPRISE PRODS PARTNERS L	10,275	+3	$271
EPD	10,275	+3	$271
CONSTELLATION BRANDS INC	1,121	-110	$271
STZ	1,121	-110	$271
MERCK & CO INC	2,347	+14	$256
MRK	2,347	+14	$256
ISHARES TR (EFAV)	3,550	-1,350	$246
EFAV	3,550	-1,350	$246
INTERNATIONAL BUSINESS MACHS	1,437	+1,437	$235
IBM	1,437	+1,437	$235
ADVANCED MICRO DEVICES INC	1,560	+1,560	$230
AMD	1,560	+1,560	$230
ISHARES TR (IWB)	855	UNCH	$224
IWB	855	UNCH	$224
DIMENSIONAL ETF TRUST (DFUV)	5,986	UNCH	$223
DFUV	5,986	UNCH	$223
APPLIED MATLS INC	1,245	+1,245	$202
AMAT	1,245	+1,245	$202
ADVISORSHARES TR (MSOS)	14,020	UNCH	$98
MSOS	14,020	UNCH	$98
LUMOS PHARMA	11,699	UNCH	$37
LUMO	11,699	UNCH	$37
PURPLE BIOTECH	14,270	+1,000	$11
PPBT	14,270	+1,000	$11
ISORAY INC	20,000	+0	$8
CATX	20,000	UNCH	$8
HOME DEPOT INC			$0 (exited)
HD	0	-1,200	$0
J P MORGAN EXCHANGE TRADED F			$0 (exited)
JPST	0	-8,605	$0
PROSHARES TR			$0 (exited)
REK	0	-10,000	$0
VANGUARD TAX MANAGED FDS			$0 (exited)
VEA	0	-12,417	$0
VERIZON COMMUNICATIONS INC			$0 (exited)
VZ	0	-6,627	$0
EXXON MOBIL CORP	0	-1,964	$0 (exited)
XOM	0	-1,964	$0

See Summary: Wealth Advisors of Iowa LLC Top Holdings
See Details: Top 10 Stocks Held By Wealth Advisors of Iowa LLC

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
AGG	+9,535	+$946
LNT	+12,189	+$625
AXP	+1,450	+$272
IBM	+1,437	+$235
AMD	+1,560	+$230
AMAT	+1,245	+$202

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
VEA	-12,417	-$543
JPST	-8,605	-$432
HD	-1,200	-$362
XOM	-1,964	-$231
REK	-10,000	-$219
VZ	-6,627	-$215

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
JEPI	+47,940	+$2,720
JEPQ	+24,139	+$1,271
SPYG	+5,257	+$514
RSP	+3,590	+$2,298
XLE	+1,839	-$509
PPBT	+1,000	-$5
GOOGL	+500	+$97
PG	+207	+$31
GOOG	+175	+$86
JPM	+153	+$94

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
SPLG	-148,715	-$5,118
SPDW	-21,316	+$333
SPYV	-11,308	+$1,236
USMV	-9,322	+$1,124
MUB	-3,490	-$310
EFAV	-1,350	-$74
V	-1,178	-$223
DIS	-346	+$14
MAR	-265	-$6

Wealth Advisors of Iowa LLC Info

Size ($ in 1000's)
At 12/31/2023: $148,962
At 09/30/2023: $142,170

Wealth Advisors of Iowa LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Wealth Advisors of Iowa LLC 13F filings. Link to 13F filings: SEC filings

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