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.