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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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