0001803005-24-000002.txt : 20240507 0001803005-24-000002.hdr.sgml : 20240507 20240507142819 ACCESSION NUMBER: 0001803005-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240507 DATE AS OF CHANGE: 20240507 EFFECTIVENESS DATE: 20240507 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Wealth Advisors of Iowa, LLC CENTRAL INDEX KEY: 0001803005 ORGANIZATION NAME: IRS NUMBER: 421478310 STATE OF INCORPORATION: IA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20222 FILM NUMBER: 24921197 BUSINESS ADDRESS: STREET 1: 1601 WEST LAKES PARKWAY STREET 2: STE 200 CITY: WEST DES MOINES STATE: IA ZIP: 50266 BUSINESS PHONE: 5152007812 MAIL ADDRESS: STREET 1: 1601 WEST LAKES PARKWAY STREET 2: STE 200 CITY: WEST DES MOINES STATE: IA ZIP: 50266 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001803005 XXXXXXXX 03-31-2024 03-31-2024 Wealth Advisors of Iowa, LLC

1601 WEST LAKES PARKWAY STE 200 WEST DES MOINES IA 50266

13F HOLDINGS REPORT 028-20222 000115088 801-118210 N Kellie Masters 515-219-4835 Kellie Masters West Des Moines IA 05-07-2024 0 63 164407061 false INFORMATION TABLE 2 1Q24WAI.xml 1Q WAI 2024 ADVANCED MICRO DEVICES INC COM 007903107 284813 1578 SH SOLE 0 0 1578 ALLIANT ENERGY CORP COM 018802108 565025 11211 SH SOLE 0 0 11211 AMAZON COM INC COM 023135106 1428789 7921 SH SOLE 0 0 7921 APPLE INC COM 037833100 3146223 18347 SH SOLE 0 0 18347 APPLIED MATLS INC COM 038222105 256756 1245 SH SOLE 0 0 1245 BERKLEY W R CORP COM 084423102 411069 4648 SH SOLE 0 0 4648 BERKSHIRE HATHAWAY COM 084670108 1903320 3 SH SOLE 0 0 3 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1594611 3792 SH SOLE 0 0 3792 BRISTOL-MYERS SQUIBB CO COM 110122108 342277 6312 SH SOLE 0 0 6312 CASEYS GEN STORES INC COM 147528103 648594 2037 SH SOLE 0 0 2037 CHEVRON CORP NEW COM 166764100 329885 2091 SH SOLE 0 0 2091 DEERE & CO COM 244199105 556553 1355 SH SOLE 0 0 1355 DISNEY WALT CO COM 254687106 549891 4494 SH SOLE 0 0 4494 ENTERPRISE PRODS PARTNERS L COM 293792107 299947 10279 SH SOLE 0 0 10279 INTERNATIONAL BUSINESS MACHS COM 459200101 280565 1469 SH SOLE 0 0 1469 ISHARES TR CORE S&P500 ETF 464287200 6416026 12204 SH SOLE 0 0 12204 ISHARES TR RUS 1000 ETF 464287622 246193 855 SH SOLE 0 0 855 ISHARES TR CORE S&P US VLU 464287663 2359777 26092 SH SOLE 0 0 26092 ISHARES TR NATIONAL MUN ETF 464288414 871623 8101 SH SOLE 0 0 8101 JOHNSON & JOHNSON COM 478160104 377499 2386 SH SOLE 0 0 2386 KROGER CO COM 501044101 228520 4000 SH SOLE 0 0 4000 LILLY ELI & CO COM 532457108 699523 899 SH SOLE 0 0 899 MARRIOTT INTL INC NEW CL A 571903202 402119 1594 SH SOLE 0 0 1594 MCDONALDS CORP COM 580135101 363181 1288 SH SOLE 0 0 1288 MICROSOFT CORP COM 594918104 2093262 4975 SH SOLE 0 0 4975 NIKE INC CL B 654106103 283632 3018 SH SOLE 0 0 3018 PEPSICO INC COM 713448108 305733 1747 SH SOLE 0 0 1747 PROCTER AND GAMBLE CO COM 742718109 346924 2138 SH SOLE 0 0 2138 STARBUCKS CORP COM 855244109 328335 3593 SH SOLE 0 0 3593 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 202723 4853 SH SOLE 0 0 4853 VANGUARD INDEX FDS GROWTH ETF 922908736 866877 2519 SH SOLE 0 0 2519 ADOBE SYSTEMS INCORPORATED COM 00724F101 701394 1390 SH SOLE 0 0 1390 ADVISORSHARES TR PURE US CANNABIS 00768Y453 140340 14020 SH SOLE 0 0 14020 ALPHABET INC CAP STK CL C 02079K107 1089267 7154 SH SOLE 0 0 7154 ALPHABET INC CAP STK CL A 02079K305 537310 3560 SH SOLE 0 0 3560 CONSTELLATION BRANDS INC CL A 21036P108 304643 1121 SH SOLE 0 0 1121 COSTCO WHSL CORP NEW COM 22160K105 1543539 2107 SH SOLE 0 0 2107 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 244827 5986 SH SOLE 0 0 5986 EXXON MOBIL CORP COM 30231G102 245326 2111 SH SOLE 0 0 2111 META PLATFORMS INC CL A 30303M102 432248 890 SH SOLE 0 0 890 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 36086707 213064 SH SOLE 0 0 213064 ISHARES TR MSCIEAFE MIN VL 46429B689 251624 3550 SH SOLE 0 0 3550 ISHARES TR MSCI USA MIN VOL 46429B697 15391646 184154 SH SOLE 0 0 184154 PERSPECTIVE THERAPEUTICS INCO COM 46489V104 23800 20000 SH SOLE 0 0 20000 JPMORGAN CHASE & CO COM 46625H100 588090 2936 SH SOLE 0 0 2936 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 8054286 139203 SH SOLE 0 0 139203 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 559869 11098 SH SOLE 0 0 11098 J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203 2745711 50622 SH SOLE 0 0 50622 LUMOS PHARMA COM 55028X109 32991 11699 SH SOLE 0 0 11699 MERCK & CO INC COM 58933Y105 311309 2359 SH SOLE 0 0 2359 NVIDIA CORPORATION COM 67066G104 623781 690 SH SOLE 0 0 690 PURPLE BIOTECH COM 74638P109 9561 14270 SH SOLE 0 0 14270 SPDR GOLD TR GOLD SHS 78463V107 211891 1030 SH SOLE 0 0 1030 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 545979 15086 SH SOLE 0 0 15086 SPDR INDEX SHS FDS PORTFOLIO DEVELPD 78463X889 11783884 328791 SH SOLE 0 0 328791 SPDR SER TR PRTFLO S&P500 GW 78464A409 2564811 35062 SH SOLE 0 0 35062 SPDR SER TR PRTFLO S&P500 VL 78464A508 15786136 315092 SH SOLE 0 0 315092 SPDR SER TR PORTFOLIO S&P500 78464A854 21479536 349090 SH SOLE 0 0 349090 SPDR SER TR PORTFOLIO S&P600 78468R853 1045176 24284 SH SOLE 0 0 24284 SALESFORCE INC COM 79466L302 909262 3019 SH SOLE 0 0 3019 SELECT SECTOR SPDR TR ENERGY 81369Y506 10234266 108402 SH SOLE 0 0 108402 VERIZON COMMUNICATIONS INC COM 92343V104 215469 5135 SH SOLE 0 0 5135 VISA INC COM CL A 92826C839 722117 2587 SH SOLE 0 0 2587