Wealth Advisors Of Iowa, LLC Purchases in Q3 2024

Wealth Advisors Of Iowa, LLC

  • $196 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.35K
+ 1.56%
$162.83 - $179.16 $545K - $599K
218K $39.1B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
334K
New
$60.84 - $67.51 $20.3M - $22.6M
334K $22.6B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
218K
New
$83.76 - $91.82 $18.3M - $20M
218K $19.9B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
322K
New
$48.51 - $52.86 $15.6M - $17M
322K $17B
JEPI
J P Morgan Exchange Traded Fd

ETFs
11.6K
+ 5.25%
$54.98 - $59.51 $637K - $690K
233K $13.8B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
339K
New
$33.74 - $37.96 $11.4M - $12.9M
339K $12.7B
XLU
Utilities Sector Spdr

ETFs
155K
New
$67.67 - $80.78 $10.5M - $12.5M
155K $12.5B
IVV
Ishares Core S&P 500 ETF

ETFs
12.2K
New
$520.18 - $576.82 $6.35M - $7.04M
12.2K $7.04B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
116K
New
$49.7 - $56.11 $5.78M - $6.53M
116K $6.39B
AAPL
Apple Inc.

Technology
104
+ 0.58%
$207.23 - $234.82 $21.6K - $24.4K
18K $4.19B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.65K
New
$405.19 - $478.57 $1.48M - $1.75M
3.65K $1.68B
PULS
Pgim ETF Tr

ETFs
25.4K
New
$49.47 - $49.8 $1.26M - $1.26M
25.4K $1.26B
USMC
Principal ETF U S Mega Cap

ETFs
16K
+ 261.62%
$51.14 - $56.99 $817K - $911K
22.1K $1.26B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
24.5K
New
$41.02 - $46.01 $1.01M - $1.13M
24.5K $1.12B
NVDA
Nvidia Corp

Technology
694
+ 9.37%
$98.91 - $134.91 $68.6K - $93.6K
8.1K $983M
MUB
Ishares National Muni Bond ETF

ETFs
9.04K
New
$106.13 - $108.7 $960K - $983K
9.04K $982M
BOND
Pimco Active Bond Exchange Tra

ETFs
9.84K
New
$90.01 - $95.32 $885K - $938K
9.84K $931M
VUG
Vanguard Growth ETF

ETFs
2.42K
New
$341.08 - $391.94 $825K - $948K
2.42K $929M
LLY
Eli Lilly & CO

Healthcare
58
+ 6.08%
$772.14 - $960.02 $44.8K - $55.7K
1.01K $897M
CRM
Salesforce, Inc.

Technology
4
+ 0.13%
$238.42 - $276.53 $954 - $1.11K
3.03K $829M
V
Visa Inc.

Financial Services
25
+ 0.97%
$253.74 - $291.56 $6.34K - $7.29K
2.59K $713M
GOOGL
Alphabet Inc.

Communication Services
3.12K
New
$148.65 - $191.18 $464K - $597K
3.12K $518M
WRB
Berkley W R Corp

Financial Services
2.32K
+ 50.0%
$51.54 - $79.62 $120K - $185K
6.97K $396M
SBUX
Starbucks Corp

Consumer Cyclical
120
+ 3.38%
$72.51 - $98.6 $8.7K - $11.8K
3.67K $358M
IBM
International Business Machines Corp

Technology
11
+ 0.75%
$175.1 - $223.38 $1.93K - $2.46K
1.48K $326M
EPD
Enterprise Products Partners L.P.

Energy
3
+ 0.03%
$27.88 - $30.0 $83.6 - $90
10.3K $299M
PEP
Pepsico Inc

Consumer Defensive
5
+ 0.28%
$161.9 - $179.3 $810 - $897
1.76K $299M
CGMS
Capital Grp Core Plus Income E
10.1K
New
N/A
10.1K $280M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
3.55K
New
$69.31 - $77.34 $246K - $275K
3.55K $272M
MRK
Merck & Co., Inc.

Healthcare
12
+ 0.51%
$111.15 - $128.97 $1.33K - $1.55K
2.38K $271M
IWB
Ishares Tr Russell 1000 ETF

ETFs
855
New
$283.28 - $314.39 $242K - $269K
855 $269M
BMY
Bristol Myers Squibb CO

Healthcare
31
+ 0.61%
$39.66 - $51.75 $1.23K - $1.6K
5.14K $266M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.85K
New
$41.9 - $48.26 $203K - $234K
4.85K $232M
KR
Kroger CO

Consumer Defensive
4K
New
$50.43 - $57.3 $202K - $229K
4K $229M
KO
Coca Cola CO

Consumer Defensive
3.07K
New
$62.69 - $73.01 $192K - $224K
3.07K $220M
ITW
Illinois Tool Works Inc

Industrials
840
New
$233.14 - $263.97 $196K - $222K
840 $220M
WMT
Walmart Inc.

Consumer Defensive
2.7K
New
$66.91 - $81.4 $181K - $220K
2.7K $218M
AVGO
Broadcom Inc.

Technology
1.16K
New
$136.27 - $1745.86 $158K - $2.03M
1.16K $200M
Activity Summary
Buys All Purchases 39 New Holdings 24 Increased Positions 15 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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