StockDriftsStockDriftsTop 50 Wealth Advisors of Iowa, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | 11.6% | 372.4K | $37.5M | +2221.66%(+356.36K) | $100.53(-0.01%) | 2026-03-31 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 10.91% | 635.1K | $35.3M | +2.61%(+16.12K) | $53.96(+11.22%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 9.16% | 648.3K | $29.6M | +8.17%(+48.97K) | $42.15(+19.18%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 8.86% | 149.3K | $28.7M | -0.46%(-688) | $155.25(+31.18%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 7.59% | 320.5K | $24.5M | -0.09%(-284) | $51.76(+70.13%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 7.26% | 415.0K | $23.5M | +8.21%(+31.48K) | $43.45(+38.80%) | 2026-03-31 | |
| USMV | ISHARES TR | 5.66% | 197.3K | $18.3M | +0.35%(+695) | $72.27(+31.71%) | 2026-03-31 | |
| XLU | SELECT SECTOR SPDR TR | 5.25% | 369.8K | $17.0M | -2.09%(-7.90K) | $37.96(+18.29%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 2.01% | 70.8K | $6.5M | +142.65%(+41.59K) | $91.56(-0.05%) | 2026-03-31 | |
| QINT | AMERICAN CENTY ETF TR | 1.88% | 92.8K | $6.1M | -28.93%(-37.78K) | $57.69(+21.47%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.03% | +40.60% |
| Top 20 Holdings Unweighted | +17.23% | +61.09% |
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