Wealth Advisors Of Iowa, LLC Portfolio Holdings

Wealth Advisors Of Iowa, LLC

  • $164 Million
  • Q1 2024

Wealth Advisors Of Iowa, LLC has filed its 13F form on May 07, 2024 for Q1 2024 where it was disclosed a total value porftolio of $164 Million distributed in 63 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 $36.1M, Spdr Portfolio S&P 500 ETF (Ma with a value of $21.5M, Spdr Portfolio S&P 500 Value E with a value of $15.8M, Ishares Msci Usa Min Vol Facto with a value of $15.4M, and Spdr Ser Tr Fds Spdr Portfolio with a value of $11.8M.

Examining the 13F form we can see an increase of $15.4M in the current position value, from $149M to 164M.

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

Portfolio value $164 Million
ETFs: $138 Million
Technology: $8.29 Million
Financial Services: $5.22 Million
Consumer Cyclical: $3.45 Million
Communication Services: $2.82 Million
Consumer Defensive: $2.73 Million
Healthcare: $1.78 Million
Energy: $873,000
Other: $1.12 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$36.1 Million 21.95% of portfolio
213,064
Q1 2024 Added 91.86%
$0
$21.5 Million 13.07% of portfolio
349,090
Q1 2024 Reduced 16.44%
$0
$15.8 Million 9.6% of portfolio
315,092
Q1 2024 Reduced 0.61%
$0
$15.4 Million 9.36% of portfolio
184,154
Q1 2024 Reduced 42.14%
$0
$11.8 Million 7.17% of portfolio
328,791
Q1 2024 Reduced 0.8%
$0
$10.2 Million 6.23% of portfolio
108,402
Q1 2024 Added 5.14%
$0
$8.05 Million 4.9% of portfolio
139,203
Q1 2024 Added 29.85%
$0
$6.42 Million 3.9% of portfolio
12,204
Q1 2024 Reduced 15.49%
$3.38T
$3.15 Million 1.91% of portfolio
18,347
Q1 2024 Reduced 2.64%
$0
$2.75 Million 1.67% of portfolio
50,622
Q1 2024 Added 9.98%
$0
$2.56 Million 1.56% of portfolio
35,062
Q1 2024 Reduced 0.18%
$0
$2.36 Million 1.44% of portfolio
26,092
Q1 2024 Reduced 1.83%
$3.33T
$2.09 Million 1.27% of portfolio
4,975
Q1 2024 Added 0.18%
$367B
$1.9 Million 1.16% of portfolio
3
Q2 2022 Reduced 99.9%
$529B
$1.59 Million 0.97% of portfolio
3,792
Q1 2024 Added 3.69%
$376B
$1.54 Million 0.94% of portfolio
2,107
Q1 2024 Reduced 0.43%
$1.12T
$1.09 Million 0.66% of portfolio
7,154
Q1 2024 Added 2.73%
$0
$1.05 Million 0.64% of portfolio
24,284
Q1 2024 Reduced 2.33%
$257B
$909,000 0.55% of portfolio
3,019
Q1 2024 Reduced 37.68%
$0
$867,000 0.53% of portfolio
2,519
Q1 2024 Added 0.04%
$0
$871,000 0.53% of portfolio
8,101
Q1 2024 Added 0.14%
$429B
$721,000 0.44% of portfolio
2,587
Q1 2024 Added 63.01%
$258B
$701,000 0.43% of portfolio
1,390
Q3 2023 Reduced 90.09%
$860B
$699,000 0.43% of portfolio
899
Q1 2024 Added 0.11%
$14.2B
$648,000 0.39% of portfolio
2,037
Q1 2024 Added 0.05%
$308B
$623,000 0.38% of portfolio
690
Q3 2023 Reduced 26.6%
$593B
$588,000 0.36% of portfolio
2,936
Q1 2024 Added 3.23%
$0
$559,000 0.34% of portfolio
11,098
Q1 2024 New
$113B
$556,000 0.34% of portfolio
1,355
Q1 2024 Reduced 0.07%
$12.8B
$565,000 0.34% of portfolio
11,211
Q1 2024 Reduced 8.02%
$181B
$549,000 0.33% of portfolio
4,494
Q1 2024 Added 0.22%
$1.09T
$537,000 0.33% of portfolio
3,560
Q4 2023 Added 16.34%
$0
$545,000 0.33% of portfolio
15,086
Q1 2024 Added 19.57%
$1.13T
$432,000 0.26% of portfolio
890
Q1 2024 Added 15.58%
$20.9B
$411,000 0.25% of portfolio
4,648
Q4 2023 Reduced 5.1%
$78.5B
$402,000 0.24% of portfolio
1,594
Q4 2023 Reduced 14.25%
$382B
$377,000 0.23% of portfolio
2,386
Q4 2023 Reduced 3.98%
$187B
$363,000 0.22% of portfolio
1,288
Q1 2024 Reduced 3.01%
$391B
$346,000 0.21% of portfolio
2,138
Q4 2023 Added 10.72%
$88.3B
$342,000 0.21% of portfolio
6,312
Q1 2024 Reduced 7.68%
$89.3B
$328,000 0.2% of portfolio
3,593
Q1 2024 Added 1.7%
$306B
$329,000 0.2% of portfolio
2,091
Q1 2024 Added 5.29%
$227B
$305,000 0.19% of portfolio
1,747
Q1 2024 Reduced 7.71%
$314B
$311,000 0.19% of portfolio
2,359
Q1 2024 Added 0.51%
$41.5B
$304,000 0.18% of portfolio
1,121
Q4 2023 Reduced 8.94%
$63B
$299,000 0.18% of portfolio
10,279
Q1 2024 Added 0.04%
$262B
$284,000 0.17% of portfolio
1,578
Q1 2024 Added 1.15%
$155B
$280,000 0.17% of portfolio
1,469
Q1 2024 Added 2.23%
$94.9B
$283,000 0.17% of portfolio
3,018
Q3 2023 Reduced 0.59%

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $164 Million
  • Prior Value $149 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 07, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 6 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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