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:

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MCDONALDS CORP

MCD|580135101

Shares:816

Value:$254.9K

% of Portfolio:0.1% ($254.9K/$232.6M)

46138J783

Shares:12.8K

Value:$251.1K

% of Portfolio:0.1% ($251.1K/$232.6M)

Walmart Inc.

WMT|931142103

Shares:2.8K

Value:$244.9K

% of Portfolio:0.1% ($244.9K/$232.6M)

46138J825

Shares:11.2K

Value:$231.1K

% of Portfolio:0.1% ($231.1K/$232.6M)

COCA COLA CO

KO|191216100

Shares:3.1K

Value:$221.8K

% of Portfolio:0.1% ($221.8K/$232.6M)

Merck & Co., Inc.

MRK|58933Y105

Shares:2.4K

Value:$216.6K

% of Portfolio:0.1% ($216.6K/$232.6M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:3.5K

Value:$216.3K

% of Portfolio:0.1% ($216.3K/$232.6M)

RTX Corp

RTX|75513E101

Shares:1.6K

Value:$215.3K

% of Portfolio:0.1% ($215.3K/$232.6M)

Tesla, Inc.

TSLA|88160R101

Shares:817

Value:$211.7K

% of Portfolio:0.1% ($211.7K/$232.6M)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:840

Value:$208.3K

% of Portfolio:0.1% ($208.3K/$232.6M)

CONSTELLATION BRANDS, INC.

STZ|21036P108

Shares:1.1K

Value:$205.7K

% of Portfolio:0.1% ($205.7K/$232.6M)

25434V724

Shares:5.0K

Value:$205.5K

% of Portfolio:0.1% ($205.5K/$232.6M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:1.2K

Value:$201.6K

% of Portfolio:0.1% ($201.6K/$232.6M)

00768Y453

Shares:10.0K

Value:$26.2K

% of Portfolio:0.0% ($26.2K/$232.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MCDONALDS CORP(MCDcusip580135101)	816	QoQ +0.61% (+5) YoY -36.64% (-472)	All Managers (Combined)	$254.9K	0.1% ($254.9K/$232.6M)	QoQ +8.41% (+$19.8K) YoY -29.80% (-$108.3K)
(cusip46138J783)✕	12.8K	QoQ NEW(+12.8K) YoY NEW(+12.8K)	All Managers (Combined)	$251.1K	0.1% ($251.1K/$232.6M)	QoQ NEW(+$251.1K) YoY NEW(+$251.1K)
Walmart Inc.(WMTcusip931142103)	2.8K	QoQ -23.86% (-874) YoY NEW(+2.8K)	All Managers (Combined)	$244.9K	0.1% ($244.9K/$232.6M)	QoQ -26.01% (-$86.1K) YoY NEW(+$244.9K)
(cusip46138J825)✕	11.2K	QoQ NEW(+11.2K) YoY NEW(+11.2K)	All Managers (Combined)	$231.1K	0.1% ($231.1K/$232.6M)	QoQ NEW(+$231.1K) YoY NEW(+$231.1K)
COCA COLA CO(KOcusip191216100)	3.1K	QoQ NEW(+3.1K) YoY NEW(+3.1K)	All Managers (Combined)	$221.8K	0.1% ($221.8K/$232.6M)	QoQ NEW(+$221.8K) YoY NEW(+$221.8K)
Merck & Co., Inc.(MRKcusip58933Y105)	2.4K	QoQ +0.66% (-16) YoY +2.28% (-54)	All Managers (Combined)	$216.6K	0.1% ($216.6K/$232.6M)	QoQ -9.16% (-$21.9K) YoY -30.41% (-$94.7K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	3.5K	QoQ NEW(+3.5K) YoY -43.80% (-2.8K)	All Managers (Combined)	$216.3K	0.1% ($216.3K/$232.6M)	QoQ NEW(+$216.3K) YoY -36.80% (-$126.0K)
RTX Corp(RTXcusip75513E101)	1.6K	QoQ NEW(+1.6K) YoY NEW(+1.6K)	All Managers (Combined)	$215.3K	0.1% ($215.3K/$232.6M)	QoQ NEW(+$215.3K) YoY NEW(+$215.3K)
Tesla, Inc.(TSLAcusip88160R101)	817	QoQ -4.10% (-35) YoY NEW(+817)	All Managers (Combined)	$211.7K	0.1% ($211.7K/$232.6M)	QoQ -38.46% (-$132.3K) YoY NEW(+$211.7K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	840	QoQ 0.00% (-0) YoY NEW(+840)	All Managers (Combined)	$208.3K	0.1% ($208.3K/$232.6M)	QoQ -2.18% (-$4.7K) YoY NEW(+$208.3K)
CONSTELLATION BRANDS, INC.(STZcusip21036P108)	1.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$205.7K	0.1% ($205.7K/$232.6M)	QoQ -16.95% (-$42.0K) YoY -32.46% (-$98.9K)
(cusip25434V724)✕	5.0K	QoQ -16.70% (-1.0K) YoY -16.70% (-1.0K)	All Managers (Combined)	$205.5K	0.1% ($205.5K/$232.6M)	QoQ -16.11% (-$39.5K) YoY -16.07% (-$39.4K)
JOHNSON & JOHNSON(JNJcusip478160104)	1.2K	QoQ -15.32% (-220) YoY -49.03% (-1.2K)	All Managers (Combined)	$201.6K	0.1% ($201.6K/$232.6M)	QoQ -2.91% (-$6.1K) YoY -46.59% (-$175.9K)
(cusip00768Y453)✕	10.0K	QoQ -28.53% (-4.0K) YoY -28.53% (-4.0K)	All Managers (Combined)	$26.2K	0.0% ($26.2K/$232.6M)	QoQ -51.04% (-$27.3K) YoY -81.36% (-$114.2K)