| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 18 | Q2 2024 | 2.6% |
| BERKSHIRE HATHAWAY INC DEL | 18 | Q2 2024 | 1.8% |
| MICROSOFT CORP | 18 | Q2 2024 | 1.3% |
| COSTCO WHSL CORP NEW | 18 | Q2 2024 | 1.0% |
| AMAZON COM INC | 18 | Q2 2024 | 0.9% |
| ALPHABET INC | 18 | Q2 2024 | 1.0% |
| VISA INC | 18 | Q2 2024 | 0.5% |
| ADOBE SYSTEMS INCORPORATED | 18 | Q2 2024 | 0.6% |
| ENTERPRISE PRODUCTS | 18 | Q2 2024 | 0.6% |
| JOHNSON & JOHNSON | 18 | Q2 2024 | 0.4% |
View Wealth Advisors of Iowa, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-15 |
| 13F-HR/A | 2022-07-28 |
View Wealth Advisors of Iowa, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.