Wealth Advisors of Iowa, LLC
Q4 2024 13F Holdings
- Locationwest des moines, IA
- Num holdings
64
- Value ($000)
$198,308
- Date Filed02/11/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $39.55M | 20 % | 225,709 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $23.25M | 12 % | 337,299 | ||
USMV ISHARES TR | MSCI USA MIN VOL | 46429B697 | $16.99M | 9 % | 191,357 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $16.85M | 9 % | 329,558 | ||
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $13.94M | 7 % | 242,254 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $11.98M | 6 % | 350,881 | ||
XLU SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 | $11.76M | 6 % | 155,314 | ||
JEPQ J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | $7.73M | 4 % | 137,091 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $7.17M | 4 % | 12,172 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $4.70M | 2 % | 53,468 |
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