Wealth Advisors of Iowa, LLC
Q1 2025 13F Holdings
- Locationwest des moines, IA
- Num holdings
74
- Value ($000)
$232,633
- Date Filed05/12/2025
- Form type13F-HR
- CIK0001803005
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $39.78M | 17 % | 229,611 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $26.87M | 12 % | 530,755 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $21.67M | 9 % | 329,486 | ||
USMV ISHARES TR | MSCI USA MIN VOL | 46429B697 | $18.34M | 8 % | 195,803 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $18.04M | 8 % | 353,323 | ||
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $15.52M | 7 % | 271,552 | ||
XLU SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 | $12.95M | 6 % | 164,286 | ||
EFAV ISHARES TR | MSCI EAFE MIN VL | 46429B689 | $11.44M | 5 % | 146,815 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $4.92M | 2 % | 8,761 | ||
AAPL APPLE INC | COM | 037833100 | $3.89M | 2 % | 17,518 |
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