Wealth Advisors Of Iowa, LLC Portfolio Holdings
Wealth Advisors Of Iowa, LLC
- $2.42 Billion
- Q2 2024
Wealth Advisors Of Iowa, LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $2.42 Billion distributed in 53 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $2.19B, Ishares S&P 100 ETF with a value of $62.7M, Spdr Portfolio with a value of $58.2M, Invesco S&P 500 Equal Weight E with a value of $35.3M, and Energy Sector Spdr with a value of $24.2M.
Examining the 13F form we can see an increase of $2.26B in the current position value, from $164M to 2.42B.
Below you can find more details about Wealth Advisors Of Iowa, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.42 Billion
Financial Services: $2.19 Billion
ETFs: $210 Million
Technology: $9.07 Million
Consumer Cyclical: $3.49 Million
Communication Services: $3.13 Million
Consumer Defensive: $2.71 Million
Healthcare: $1.72 Million
Energy: $879,000
Other: $1.31 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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