Wealth-Advisors-Of-Iowa
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, "ADBE", "GOOGL", null, "AVGO", null, "WRB", null, null, null, "MCD", "ITW", "MUB", "META", "MSFT", null, null, "PEP", "IVV", "AAPL", "EFAV", "NVDA", "PG", "MRK", null, "RTX", "SPDW", "GLD", null, null, null, "SPYG", "SPLG", "IBM", "SYK", "SBUX", null, null, "AMZN", null, "VUG", "VTV", "V", "WMT", null, "LNT", null, "CRM", null, "IUSV", "SPYV", "BRK-A", "BRK-B", "BMY", "CASY", "CVX", "KO", "STZ", "COST", "DE", null, "RSP", "USMV", "IWB", "MAR", "EPD", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PM", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-12
- Total Holdings
- 74
- Total Value
- 232632725
- Accession Number
- 0001803005-25-000003
- Form Type
- 13F-HR
- Manager Name
- Wealth-Advisors-Of-Iowa
Data Enrichment
73% identified54 identified20 unidentified
Holdings
74 positions • $232.6M total value
Manager:
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74255Y870
Shares:34.0K
Value:$1.9M
% of Portfolio:0.8% ($1.9M/$232.6M)
81369Y506
Shares:20.4K
Value:$1.9M
% of Portfolio:0.8% ($1.9M/$232.6M)
46641Q761
Shares:31.5K
Value:$1.8M
% of Portfolio:0.8% ($1.8M/$232.6M)
78463X509
Shares:39.0K
Value:$1.5M
% of Portfolio:0.7% ($1.5M/$232.6M)
78468R853
Shares:30.0K
Value:$1.2M
% of Portfolio:0.5% ($1.2M/$232.6M)
Shares:2.1K
Value:$932.1K
% of Portfolio:0.4% ($932.1K/$232.6M)
82889N640
Shares:36.2K
Value:$892.8K
% of Portfolio:0.4% ($892.8K/$232.6M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip74255Y870)✕ | 34.0K | YoY NEW(+34.0K) | All Managers (Combined) | $1.9M | 0.8% ($1.9M/$232.6M) | YoY NEW(+$1.9M) |
(cusip81369Y506)✕ | 20.4K | All Managers (Combined) | $1.9M | 0.8% ($1.9M/$232.6M) | ||
(cusip46641Q761)✕ | 31.5K | QoQ NEW(+31.5K) YoY NEW(+31.5K) | All Managers (Combined) | $1.8M | 0.8% ($1.8M/$232.6M) | QoQ NEW(+$1.8M) YoY NEW(+$1.8M) |
MICROSOFT CORP(MSFTcusip594918104) | 4.7K | QoQ -1.04% (-50)YoY -4.94% (-246) | All Managers (Combined) | $1.8M | 0.8% ($1.8M/$232.6M) | |
AMAZON COM INC(AMZNcusip023135106) | 8.2K | QoQ +3.27% (-260)YoY +3.57% (+283) | All Managers (Combined) | $1.6M | 0.7% ($1.6M/$232.6M) | |
(cusip78463X509)✕ | 39.0K | All Managers (Combined) | $1.5M | 0.7% ($1.5M/$232.6M) | ||
(cusip78468R853)✕ | 30.0K | All Managers (Combined) | $1.2M | 0.5% ($1.2M/$232.6M) | ||
Alphabet Inc.(GOOGcusip02079K107) | 7.1K | QoQ 0.00% (-0)YoY -1.07% (-77) | All Managers (Combined) | $1.1M | 0.5% ($1.1M/$232.6M) | |
| 9.5K | All Managers (Combined) | $1.0M | 0.4% ($1.0M/$232.6M) | |||
NVIDIA CORP(NVDAcusip67066G104) | 9.2K | All Managers (Combined) | $995.2K | 0.4% ($995.2K/$232.6M) | ||
| 2.7K | QoQ +2.67% (+70)YoY +3.98% (+103) | All Managers (Combined) | $942.9K | 0.4% ($942.9K/$232.6M) | ||
| 2.1K | QoQ +7.45% (+149)YoY +5.40% (+110) | All Managers (Combined) | $932.1K | 0.4% ($932.1K/$232.6M) | ||
| 2.4K | QoQ 0.00% (-0)YoY -3.96% (-100) | All Managers (Combined) | $897.0K | 0.4% ($897.0K/$232.6M) | ||
(cusip82889N640)✕ | 36.2K | QoQ NEW(+36.2K) YoY NEW(+36.2K) | All Managers (Combined) | $892.8K | 0.4% ($892.8K/$232.6M) | QoQ NEW(+$892.8K) YoY NEW(+$892.8K) |
ELI LILLY & Co(LLYcusip532457108) | 1.0K | All Managers (Combined) | $857.4K | 0.4% ($857.4K/$232.6M) | ||
Salesforce, Inc.(CRMcusip79466L302) | 3.0K | QoQ -0.39% (-12)YoY +0.69% (-21) | All Managers (Combined) | $815.8K | 0.4% ($815.8K/$232.6M) | |
| 3.1K | QoQ 0.00% (+0)YoY +5.55% (+163) | All Managers (Combined) | $760.3K | 0.3% ($760.3K/$232.6M) | ||
DEERE & CO(DEcusip244199105) | 1.4K | QoQ +0.92% (+13)YoY +5.16% (+70) | All Managers (Combined) | $668.8K | 0.3% ($668.8K/$232.6M) | |
STRYKER CORP(SYKcusip863667101) | 1.8K | QoQ NEW(+1.8K) YoY NEW(+1.8K) | All Managers (Combined) | $658.7K | 0.3% ($658.7K/$232.6M) | QoQ NEW(+$658.7K) YoY NEW(+$658.7K) |
| 9.7K | All Managers (Combined) | $621.0K | 0.3% ($621.0K/$232.6M) |