$161 Million is the total value of Wealth Advisors of Iowa, LLC's 41 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,157,000 | +10.9% | 3 | 0.0% | 0.64% | -0.2% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $917,000 | +10.2% | 3,589 | 0.0% | 0.51% | -0.8% | |
| DIS | DISNEY WALT CO | $816,000 | +1.7% | 4,424 | 0.0% | 0.46% | -8.5% | |
| MSFT | MICROSOFT CORP | $721,000 | +6.0% | 3,058 | 0.0% | 0.40% | -4.5% | |
| COST | COSTCO WHSL CORP NEW | $640,000 | -6.4% | 1,816 | 0.0% | 0.36% | -15.8% | |
| V | VISA INC | $519,000 | -3.2% | 2,451 | 0.0% | 0.29% | -13.0% | |
| ADBE | ADOBE INC | $498,000 | -5.0% | 1,048 | 0.0% | 0.28% | -14.8% | |
| JNJ | JOHNSON & JOHNSON | $362,000 | +4.3% | 2,205 | 0.0% | 0.20% | -6.0% | |
| HD | HOME DEPOT INC | $284,000 | +15.0% | 930 | 0.0% | 0.16% | +3.3% | |
| STZ | CONSTELLATION BRANDS INCcl a | $235,000 | +4.0% | 1,031 | 0.0% | 0.13% | -6.4% | |
| TGT | TARGET CORP | $233,000 | +12.6% | 1,175 | 0.0% | 0.13% | +1.6% | |
| LUMO | LUMOS PHARMA INC | $138,000 | -67.1% | 11,760 | 0.0% | 0.08% | -70.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-29
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.