Wealth Advisors of Iowa, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
WA Wealth Advisors of Iowa, LLC | Institutional Filer | ▲ 6.14% | $323.2M | 87 |
Current Portfolio Holdings
Showing all 87 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | — | 372K | $37.5M | 11.60% |
| 2 | JEPQ | J P MORGAN EXCHANGE TRADED F | — | 635K | $35.3M | 10.91% |
| 3 | SPDW | SPDR INDEX SHS FDS | — | 648K | $29.6M | 9.16% |
| 4 | RSP | INVESCO EXCHANGE TRADED FD T | — | 149K | $28.7M | 8.86% |
| 5 | SPYM | SPDR SERIES TRUST | — | 321K | $24.5M | 7.59% |
| 6 | SPYV | SPDR SERIES TRUST | — | 415K | $23.5M | 7.26% |
| 7 | USMV | ISHARES TR | — | 197K | $18.3M | 5.66% |
| 8 | XLU | Utilities Select Sector SPDR Fund | — | 370K | $17.0M | 5.25% |
| 9 | BIL | SPDR SERIES TRUST | — | 71K | $6.5M | 2.01% |
| 10 | QINT | AMERICAN CENTY ETF TR | — | 93K | $6.1M | 1.88% |
| 11 | SPYG | SPDR SERIES TRUST | — | 56K | $5.5M | 1.69% |
| 12 | AAPL | Apple Inc. | Technology | 21K | $5.3M | 1.65% |
| 13 | IVV | ISHARES TR | — | 8K | $5.2M | 1.60% |
| 14 | EFAV | ISHARES TR | — | 53K | $4.9M | 1.51% |
| 15 | LDUR | PIMCO ETF TR | — | 50K | $4.8M | 1.47% |
Showing 1 to 15 of 87 holdings