Wealth Advisors Of Iowa, LLC Incresed Positions in Q1 2025

Wealth Advisors Of Iowa, LLC

  • $233 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
29.3K
+ 12.09%
$56.17 - $59.71 $1.65M - $1.75M
272K $15.5B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.45K
+ 2.32%
$87.68 - $94.52 $390K - $420K
196K $18.3B
PULS
Pgim ETF Tr

ETFs
26.7K
+ 75.13%
$49.56 - $49.78 $1.32M - $1.33M
62.2K $3.09B
XLU
Utilities Sector Spdr

ETFs
8.97K
+ 5.78%
$74.7 - $80.27 $670K - $720K
164K $13B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
23.8K
+ 7.21%
$49.78 - $53.19 $1.18M - $1.26M
353K $18B
BOND
Pimco Active Bond Exchange Tra

ETFs
9.94K
+ 60.51%
$89.27 - $92.9 $887K - $923K
26.4K $2.44B
MUB
Ishares National Muni Bond ETF

ETFs
4.14K
+ 77.34%
$104.71 - $107.69 $433K - $446K
9.49K $1B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.22K
+ 30.94%
$37.07 - $40.63 $342K - $375K
39K $1.54B
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.9K
+ 1.73%
$169.43 - $182.84 $661K - $713K
230K $39.8B
CGMS
Capital Grp Core Plus Income E
7.92K
+ 64.26%
N/A
20.3K $553M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
6.65K
+ 28.55%
$40.03 - $46.81 $266K - $311K
30K $1.22B
LLY
Eli Lilly & CO

Healthcare
139
+ 15.46%
$725.72 - $929.72 $101K - $129K
1.04K $857M
CASY
Caseys General Stores Inc

Consumer Cyclical
149
+ 7.46%
$378.71 - $442.54 $56.4K - $65.9K
2.15K $932M
V
Visa Inc.

Financial Services
70
+ 2.67%
$306.92 - $362.71 $21.5K - $25.4K
2.69K $943M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
4.79K
+ 35.38%
$19.42 - $19.54 $92.9K - $93.5K
18.3K $357M
GLD
Spdr Gold Trust

ETFs
75
+ 7.01%
$243.19 - $288.14 $18.2K - $21.6K
1.15K $330M
DE
Deere & CO

Industrials
13
+ 0.92%
$408.57 - $509.27 $5.31K - $6.62K
1.43K $669M
IBM
International Business Machines Corp

Technology
9
+ 0.65%
$217.4 - $264.74 $1.96K - $2.38K
1.39K $346M
CVX
Chevron Corp

Energy
47
+ 3.13%
$146.71 - $167.97 $6.9K - $7.89K
1.55K $259M
META
Meta Platforms, Inc.

Communication Services
85
+ 9.02%
$576.36 - $736.67 $49K - $62.6K
1.03K $592M
EPD
Enterprise Products Partners L.P.

Energy
3
+ 0.03%
$31.75 - $34.14 $95.3 - $102
10.3K $351M
XOM
Exxon Mobil Corp

Energy
7
+ 0.32%
$105.44 - $118.93 $738 - $833
2.19K $261M
MCD
Mcdonalds Corp

Consumer Cyclical
5
+ 0.62%
$279.74 - $321.29 $1.4K - $1.61K
816 $255M
VTV
Vanguard Value ETF

ETFs
3
+ 0.19%
$167.73 - $179.21 $503 - $538
1.59K $275M
PEP
Pepsico Inc

Consumer Defensive
34
+ 1.94%
$142.64 - $156.42 $4.85K - $5.32K
1.79K $268M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
11
+ 0.04%
$90.0 - $96.32 $990 - $1.06K
25.6K $2.36B
MRK
Merck & Co., Inc.

Healthcare
16
+ 0.67%
$83.01 - $101.02 $1.33K - $1.62K
2.41K $217M
AMZN
Amazon Com Inc

Consumer Cyclical
260
+ 3.27%
$190.26 - $242.06 $49.5K - $62.9K
8.2K $1.56B
NVDA
Nvidia Corp

Technology
313
+ 3.53%
$106.98 - $149.43 $33.5K - $46.8K
9.18K $995M
Activity Summary
Buys All Purchases 43 New Holdings 13 Increased Positions 30 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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