Wealth Advisors Of Iowa, LLC Portfolio Holdings

Wealth Advisors Of Iowa, LLC

  • $233 Billion
  • Q1 2025

Wealth Advisors Of Iowa, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $233 Billion distributed in 74 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $39.8B, Jp Morgan ETF Tr Ultra Short I with a value of $26.9B, Spdr Portfolio S&P 500 ETF (Ma with a value of $21.7B, Ishares Msci Usa Min Vol Facto with a value of $18.3B, and Spdr Portfolio S&P 500 Value E with a value of $18B.

Examining the 13F form we can see an increase of $34.3B in the current position value, from $198B to 233B.

Below you can find more details about Wealth Advisors Of Iowa, LLC portfolio as well as his latest detailed transactions.

Portfolio value $233 Billion
ETFs: $202 Billion
Technology: $8.52 Billion
Financial Services: $6.53 Billion
Consumer Cyclical: $3.68 Billion
Consumer Defensive: $3.51 Billion
Communication Services: $2.2 Billion
Healthcare: $2.15 Billion
Industrials: $1.09 Billion
Other: $1.49 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$39.8 Billion 17.1% of portfolio
229,611
Q1 2025 Added 1.73%
$0
$26.9 Billion 11.55% of portfolio
530,755
Q1 2025 New
$0
$21.7 Billion 9.31% of portfolio
329,486
Q1 2025 Reduced 2.32%
$0
$18.3 Billion 7.88% of portfolio
195,803
Q1 2025 Added 2.32%
$0
$18 Billion 7.76% of portfolio
353,323
Q1 2025 Added 7.21%
$0
$15.5 Billion 6.67% of portfolio
271,552
Q1 2025 Added 12.09%
$0
$13 Billion 5.57% of portfolio
164,286
Q1 2025 Added 5.78%
$0
$11.4 Billion 4.92% of portfolio
146,815
Q1 2025 New
$0
$4.92 Billion 2.12% of portfolio
8,761
Q1 2025 Reduced 28.02%
$3.26T
$3.89 Billion 1.67% of portfolio
17,518
Q1 2025 Reduced 1.61%
$0
$3.69 Billion 1.59% of portfolio
71,229
Q1 2025 Reduced 48.04%
$0
$3.09 Billion 1.33% of portfolio
62,205
Q1 2025 Added 75.13%
$0
$3.07 Billion 1.32% of portfolio
38,187
Q1 2025 Reduced 28.58%
$0
$2.61 Billion 1.12% of portfolio
71,561
Q1 2025 Reduced 79.61%
$0
$2.58 Billion 1.11% of portfolio
17,694
Q1 2025 New
$0
$2.44 Billion 1.05% of portfolio
26,359
Q1 2025 Added 60.51%
$0
$2.36 Billion 1.01% of portfolio
25,578
Q1 2025 Added 0.04%
$648B
$1.94 Billion 0.84% of portfolio
3,649
Q1 2025 Reduced 2.41%
$446B
$1.95 Billion 0.84% of portfolio
2,067
Q1 2025 Reduced 0.24%
$0
$1.93 Billion 0.83% of portfolio
33,979
Q1 2025 Reduced 18.12%
$0
$1.9 Billion 0.82% of portfolio
20,358
Q1 2025 Added 2.86%
$0
$1.78 Billion 0.77% of portfolio
31,527
Q1 2025 New
$3.51T
$1.78 Billion 0.76% of portfolio
4,729
Q1 2025 Reduced 1.05%
$2.22T
$1.56 Billion 0.67% of portfolio
8,204
Q1 2025 Added 3.27%
$0
$1.54 Billion 0.66% of portfolio
39,030
Q1 2025 Added 30.94%
$0
$1.22 Billion 0.52% of portfolio
29,953
Q1 2025 Added 28.55%
$1.1T
$1.11 Billion 0.48% of portfolio
7,077
Q4 2024 Reduced 1.09%
$359B
$995 Million 0.43% of portfolio
9,182
Q1 2025 Added 3.53%
$0
$1 Billion 0.43% of portfolio
9,486
Q1 2025 Added 77.34%
$606B
$943 Million 0.41% of portfolio
2,690
Q1 2025 Added 2.67%
$18.3B
$932 Million 0.4% of portfolio
2,147
Q1 2025 Added 7.46%
$0
$897 Million 0.39% of portfolio
2,419
Q3 2024 New
-
$893 Million 0.38% of portfolio
-
Q1 2025 New
$767B
$857 Million 0.37% of portfolio
1,038
Q1 2025 Added 15.46%
$268B
$816 Million 0.35% of portfolio
3,040
Q1 2025 Reduced 0.39%
$788B
$760 Million 0.33% of portfolio
3,099
Q4 2024 Added 8.05%
$156B
$669 Million 0.29% of portfolio
1,425
Q1 2025 Added 0.92%
$146B
$659 Million 0.28% of portfolio
1,769
Q1 2025 New
$15.3B
$621 Million 0.27% of portfolio
9,651
Q1 2025 Reduced 8.38%
$1.5T
$592 Million 0.25% of portfolio
1,027
Q1 2025 Added 9.02%
-
$553 Million 0.24% of portfolio
-
Q1 2025 Added 64.26%
$993B
$502 Million 0.22% of portfolio
3,246
Q1 2025 Reduced 2.79%
$19.1B
$490 Million 0.21% of portfolio
6,882
Q4 2024 Reduced 1.29%
$0
$446 Million 0.19% of portfolio
4,763
Q1 2025 New
$193B
$437 Million 0.19% of portfolio
1,140
Q4 2024 Added 4.59%
$87B
$374 Million 0.16% of portfolio
1,569
Q2 2024 Reduced 1.57%
$386B
$351 Million 0.15% of portfolio
2,058
Q1 2025 Reduced 3.74%
$99.4B
$350 Million 0.15% of portfolio
3,573
Q4 2024 Reduced 2.72%
$69.5B
$351 Million 0.15% of portfolio
10,293
Q1 2025 Added 0.03%

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $233 Billion
  • Prior Value $198 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 13 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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