Wealth Advisors Of Iowa, LLC Portfolio Holdings

Wealth Advisors Of Iowa, LLC

  • $233 Billion
  • Q1 2025

Wealth Advisors Of Iowa, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $233 Billion distributed in 74 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 $39.8B, Jp Morgan ETF Tr Ultra Short I with a value of $26.9B, Spdr Portfolio S&P 500 ETF (Ma with a value of $21.7B, Ishares Msci Usa Min Vol Facto with a value of $18.3B, and Spdr Portfolio S&P 500 Value E with a value of $18B.

Examining the 13F form we can see an increase of $34.3B in the current position value, from $198B to 233B.

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

Portfolio value $233 Billion
ETFs: $202 Billion
Technology: $8.52 Billion
Financial Services: $6.53 Billion
Consumer Cyclical: $3.68 Billion
Consumer Defensive: $3.51 Billion
Communication Services: $2.2 Billion
Healthcare: $2.15 Billion
Industrials: $1.09 Billion
Other: $1.49 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $233 Billion
  • Prior Value $198 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 13 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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