Wealth Advisors Of Iowa, LLC Portfolio Holdings

Wealth Advisors Of Iowa, LLC

  • $196 Billion
  • Q3 2024

Wealth Advisors Of Iowa, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $196 Billion distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $39.1B, Spdr Portfolio S&P 500 ETF (Ma with a value of $22.6B, Ishares Msci Usa Min Vol Facto with a value of $19.9B, Spdr Portfolio S&P 500 Value E with a value of $17B, and J P Morgan Exchange Traded Fd with a value of $13.8B.

Examining the 13F form we can see an increase of $194B in the current position value, from $2.42B to 196B.

Below you can find more details about Wealth Advisors Of Iowa, LLC portfolio as well as his latest detailed transactions.

Portfolio value $196 Billion
ETFs: $167 Billion
Technology: $9.68 Billion
Financial Services: $5.47 Billion
Consumer Cyclical: $3.5 Billion
Consumer Defensive: $3.44 Billion
Communication Services: $2.87 Billion
Healthcare: $1.83 Billion
Industrials: $813 Million
Other: $1.41 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$39.1 Billion 19.89% of portfolio
218,043
Q3 2024 Added 1.56%
$0
$22.6 Billion 11.49% of portfolio
334,362
Q3 2024 New
$0
$19.9 Billion 10.14% of portfolio
218,147
Q3 2024 New
$0
$17 Billion 8.67% of portfolio
322,286
Q3 2024 New
$0
$13.8 Billion 7.04% of portfolio
232,500
Q3 2024 Added 5.25%
$0
$12.7 Billion 6.48% of portfolio
338,926
Q3 2024 New
$0
$12.5 Billion 6.37% of portfolio
154,795
Q3 2024 New
$0
$7.04 Billion 3.58% of portfolio
12,199
Q3 2024 New
$0
$6.39 Billion 3.25% of portfolio
116,354
Q3 2024 New
$3.85T
$4.19 Billion 2.13% of portfolio
17,994
Q3 2024 Added 0.58%
$0
$3.03 Billion 1.54% of portfolio
36,554
Q3 2024 Reduced 94.96%
$0
$2.45 Billion 1.25% of portfolio
25,621
Q3 2024 New
$3.21T
$2.08 Billion 1.06% of portfolio
4,832
Q3 2024 Reduced 2.01%
$429B
$2.07 Billion 1.06% of portfolio
3
Q3 2024 Reduced 99.92%
$432B
$1.81 Billion 0.92% of portfolio
2,043
Q3 2024 Reduced 2.58%
$0
$1.77 Billion 0.9% of portfolio
20,131
Q3 2024 Reduced 92.42%
$2.15T
$1.47 Billion 0.75% of portfolio
7,901
Q3 2024 Reduced 0.33%
$0
$1.26 Billion 0.64% of portfolio
25,391
Q3 2024 New
$0
$1.26 Billion 0.64% of portfolio
22,084
Q3 2024 Added 261.62%
$1.05T
$1.2 Billion 0.61% of portfolio
7,155
Q3 2024 Reduced 30.41%
$0
$1.12 Billion 0.57% of portfolio
24,544
Q3 2024 New
$0
$982 Million 0.5% of portfolio
9,042
Q3 2024 New
$345B
$983 Million 0.5% of portfolio
8,098
Q3 2024 Added 9.37%
$0
$965 Million 0.49% of portfolio
23,384
Q3 2024 Reduced 93.35%
$0
$931 Million 0.47% of portfolio
9,837
Q3 2024 New
$0
$929 Million 0.47% of portfolio
2,419
Q3 2024 New
$760B
$897 Million 0.46% of portfolio
1,012
Q3 2024 Added 6.08%
$331B
$829 Million 0.42% of portfolio
3,028
Q3 2024 Added 0.13%
$15.7B
$765 Million 0.39% of portfolio
2,036
Q3 2024 Reduced 0.1%
$518B
$713 Million 0.36% of portfolio
2,594
Q3 2024 Added 0.97%
$15.6B
$639 Million 0.33% of portfolio
10,526
Q3 2024 Reduced 6.19%
$722B
$605 Million 0.31% of portfolio
2,868
Q3 2024 Reduced 1.0%
$140B
$593 Million 0.3% of portfolio
1,421
Q2 2024 Added 4.87%
$240B
$564 Million 0.29% of portfolio
1,090
Q2 2024 Reduced 21.58%
$1.01T
$518 Million 0.26% of portfolio
3,122
Q3 2024 New
$1.29T
$510 Million 0.26% of portfolio
890
Q1 2024 Added 15.58%
$214B
$427 Million 0.22% of portfolio
4,439
Q3 2024 Reduced 0.67%
$16.9B
$396 Million 0.2% of portfolio
6,972
Q3 2024 Added 50.0%
$92.9B
$390 Million 0.2% of portfolio
1,569
Q2 2024 Reduced 1.57%
$426B
$370 Million 0.19% of portfolio
2,138
Q4 2023 Added 10.72%
$118B
$358 Million 0.18% of portfolio
3,673
Q3 2024 Added 3.38%
$405B
$348 Million 0.18% of portfolio
2,145
Q3 2024 Reduced 2.37%
$204B
$326 Million 0.17% of portfolio
1,475
Q3 2024 Added 0.75%
$225B
$299 Million 0.15% of portfolio
1,760
Q3 2024 Added 0.28%
$73.6B
$299 Million 0.15% of portfolio
10,286
Q3 2024 Added 0.03%
$38.3B
$289 Million 0.15% of portfolio
1,121
Q4 2023 Reduced 8.94%
$0
$269 Million 0.14% of portfolio
855
Q3 2024 New
-
$280 Million 0.14% of portfolio
-
Q3 2024 New
$127B
$266 Million 0.14% of portfolio
5,143
Q3 2024 Added 0.61%

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $196 Billion
  • Prior Value $2.42 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 24 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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