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

SEC FilingSEC DataHachi Filing

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
CIK: wealth-advisors-of-iowa
Manager Name: Wealth-Advisors-Of-Iowa

Data Enrichment

73% identified

54 identified20 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

74 positions • $232.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Meta Platforms, Inc.

META|30303M102

Shares:1.0K

Value:$591.8K

% of Portfolio:0.3% ($591.8K/$232.6M)

14020Y300

Shares:20.3K

Value:$553.0K

% of Portfolio:0.2% ($553.0K/$232.6M)

Alphabet Inc.

GOOGL|02079K305

Shares:3.2K

Value:$501.9K

% of Portfolio:0.2% ($501.9K/$232.6M)

BERKLEY W R CORP

WRB|084423102

Shares:6.9K

Value:$489.7K

% of Portfolio:0.2% ($489.7K/$232.6M)

025072307

Shares:4.8K

Value:$446.1K

% of Portfolio:0.2% ($446.1K/$232.6M)

ADOBE INC.

ADBE|00724F101

Shares:1.1K

Value:$437.2K

% of Portfolio:0.2% ($437.2K/$232.6M)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

Shares:1.6K

Value:$373.7K

% of Portfolio:0.2% ($373.7K/$232.6M)

46138J791

Shares:18.3K

Value:$356.7K

% of Portfolio:0.2% ($356.7K/$232.6M)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:10.3K

Value:$351.4K

% of Portfolio:0.2% ($351.4K/$232.6M)

PROCTER & GAMBLE Co

PG|742718109

Shares:2.1K

Value:$350.8K

% of Portfolio:0.2% ($350.8K/$232.6M)

STARBUCKS CORP

SBUX|855244109

Shares:3.6K

Value:$350.4K

% of Portfolio:0.2% ($350.4K/$232.6M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:1.4K

Value:$346.2K

% of Portfolio:0.1% ($346.2K/$232.6M)

SPDR GOLD TRUST

GLD|78463V107

Shares:1.1K

Value:$329.9K

% of Portfolio:0.1% ($329.9K/$232.6M)

922908744

VTV|922908744

Shares:1.6K

Value:$274.7K

% of Portfolio:0.1% ($274.7K/$232.6M)

PEPSICO INC

PEP|713448108

Shares:1.8K

Value:$267.7K

% of Portfolio:0.1% ($267.7K/$232.6M)

EXXON MOBIL CORP

XOM|30231G102

Shares:2.2K

Value:$260.6K

% of Portfolio:0.1% ($260.6K/$232.6M)

Philip Morris International Inc.

PM|718172109

Shares:1.6K

Value:$259.5K

% of Portfolio:0.1% ($259.5K/$232.6M)

Broadcom Inc.

AVGO|11135F101

Shares:1.6K

Value:$259.5K

% of Portfolio:0.1% ($259.5K/$232.6M)

CHEVRON CORP

CVX|166764100

Shares:1.5K

Value:$258.8K

% of Portfolio:0.1% ($258.8K/$232.6M)

464287622

IWB|464287622

Shares:832

Value:$255.1K

% of Portfolio:0.1% ($255.1K/$232.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Meta Platforms, Inc.(METAcusip30303M102)	1.0K	QoQ +9.02% (+85) YoY +15.39% (+137)	All Managers (Combined)	$591.8K	0.3% ($591.8K/$232.6M)	QoQ +7.33% (+$40.5K) YoY +36.91% (+$159.5K)
(cusip14020Y300)✕	20.3K	QoQ +64.26% (+7.9K) YoY NEW(+20.3K)	All Managers (Combined)	$553.0K	0.2% ($553.0K/$232.6M)	QoQ +64.37% (+$216.6K) YoY NEW(+$553.0K)
Alphabet Inc.(GOOGLcusip02079K305)	3.2K	QoQ -2.78% (-93) YoY -8.82% (-314)	All Managers (Combined)	$501.9K	0.2% ($501.9K/$232.6M)	QoQ -20.60% (-$130.3K) YoY -6.59% (-$35.5K)
BERKLEY W R CORP(WRBcusip084423102)	6.9K	QoQ 0.00% (+0) YoY +48.06% (+2.2K)	All Managers (Combined)	$489.7K	0.2% ($489.7K/$232.6M)	QoQ +21.59% (+$87.0K) YoY +19.13% (+$78.7K)
(cusip025072307)✕	4.8K	QoQ NEW(+4.8K) YoY NEW(+4.8K)	All Managers (Combined)	$446.1K	0.2% ($446.1K/$232.6M)	QoQ NEW(+$446.1K) YoY NEW(+$446.1K)
ADOBE INC.(ADBEcusip00724F101)	1.1K	QoQ 0.00% (-0) YoY -17.98% (-250)	All Managers (Combined)	$437.2K	0.2% ($437.2K/$232.6M)	QoQ -13.75% (-$69.7K) YoY -37.66% (-$264.2K)
MARRIOTT INTERNATIONAL INC /MD/(MARcusip571903202)	1.6K	QoQ 0.00% (-0) YoY -1.56% (-25)	All Managers (Combined)	$373.7K	0.2% ($373.7K/$232.6M)	QoQ -14.60% (-$63.9K) YoY -7.07% (-$28.4K)
(cusip46138J791)✕	18.3K	QoQ +35.38% (+4.8K) YoY NEW(+18.3K)	All Managers (Combined)	$356.7K	0.2% ($356.7K/$232.6M)	QoQ +35.73% (+$93.9K) YoY NEW(+$356.7K)
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	10.3K	QoQ +0.02% (+3) YoY +0.13% (+14)	All Managers (Combined)	$351.4K	0.2% ($351.4K/$232.6M)	QoQ +8.90% (+$28.7K) YoY +17.15% (+$51.5K)
PROCTER & GAMBLE Co(PGcusip742718109)	2.1K	QoQ -3.74% (-80) YoY -3.74% (-80)	All Managers (Combined)	$350.8K	0.2% ($350.8K/$232.6M)	QoQ -2.15% (-$7.7K) YoY +1.10% (-$3.8K)
STARBUCKS CORP(SBUXcusip855244109)	3.6K	QoQ 0.00% (+0) YoY -0.55% (-20)	All Managers (Combined)	$350.4K	0.2% ($350.4K/$232.6M)	QoQ +7.49% (+$24.4K) YoY +6.73% (-$22.1K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	1.4K	QoQ +0.65% (+9) YoY -5.24% (-77)	All Managers (Combined)	$346.2K	0.1% ($346.2K/$232.6M)	QoQ +13.83% (+$42.1K) YoY +23.37% (-$65.6K)
SPDR GOLD TRUST(GLDcusip78463V107)	1.1K	QoQ +7.00% (+75) YoY +11.16% (+115)	All Managers (Combined)	$329.9K	0.1% ($329.9K/$232.6M)	QoQ +27.34% (+$70.8K) YoY +55.70% (+$118.0K)
(VTVcusip922908744)	1.6K	QoQ +0.18% (+3) YoY NEW(+1.6K)	All Managers (Combined)	$274.7K	0.1% ($274.7K/$232.6M)	QoQ +2.22% (+$6.0K) YoY NEW(+$274.7K)
PEPSICO INC(PEPcusip713448108)	1.8K	QoQ +1.94% (+34) YoY +2.17% (-38)	All Managers (Combined)	$267.7K	0.1% ($267.7K/$232.6M)	QoQ +0.57% (+$1.5K) YoY -12.43% (-$38.0K)
EXXON MOBIL CORP(XOMcusip30231G102)	2.2K	QoQ +0.32% (+7) YoY +3.78% (+80)	All Managers (Combined)	$260.6K	0.1% ($260.6K/$232.6M)	QoQ +10.90% (+$25.6K) YoY +6.21% (+$15.2K)
Philip Morris International Inc.(PMcusip718172109)	1.6K	QoQ NEW(+1.6K) YoY NEW(+1.6K)	All Managers (Combined)	$259.5K	0.1% ($259.5K/$232.6M)	QoQ NEW(+$259.5K) YoY NEW(+$259.5K)
Broadcom Inc.(AVGOcusip11135F101)	1.6K	QoQ 0.00% (-0) YoY NEW(+1.6K)	All Managers (Combined)	$259.5K	0.1% ($259.5K/$232.6M)	QoQ -27.78% (-$99.8K) YoY NEW(+$259.5K)
CHEVRON CORP(CVXcusip166764100)	1.5K	QoQ +3.13% (+47) YoY -26.01% (-544)	All Managers (Combined)	$258.8K	0.1% ($258.8K/$232.6M)	QoQ +19.17% (+$41.7K) YoY -21.53% (-$71.0K)
(IWBcusip464287622)	832	QoQ 0.00% (-0) YoY -2.69% (-23)	All Managers (Combined)	$255.1K	0.1% ($255.1K/$232.6M)	QoQ -4.78% (-$12.8K) YoY +3.63% (-$8.9K)