$184 Million is the total value of Wealth Advisors of Iowa, LLC's 57 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IUSG | New | SIHARES TRcore s&p us gwt | $8,687,000 | – | 84,830 | +100.0% | 4.72% | – |
| DNP | New | DNP SELECT INOME FD INC | $834,000 | – | 78,244 | +100.0% | 0.45% | – |
| NYCB | New | NEW YORK CMTY BANCORP INC | $511,000 | – | 39,682 | +100.0% | 0.28% | – |
| ENB | New | ENBRIDGE INC | $386,000 | – | 9,700 | +100.0% | 0.21% | – |
| ABBV | New | ABBVIE INC | $309,000 | – | 2,860 | +100.0% | 0.17% | – |
| MRK | New | MERCK & CO INC | $279,000 | – | 3,714 | +100.0% | 0.15% | – |
| PHO | New | INVESCO EXCHANGE TRADED FD Twater res etf | $202,000 | – | 3,700 | +100.0% | 0.11% | – |
| REK | New | PROSHARES TRshrt rl est fd | $92,000 | – | 10,000 | +100.0% | 0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 15 | Q3 2023 | 51.8% |
| ISHARES TR | 15 | Q3 2023 | 28.4% |
| APPLE INC | 15 | Q3 2023 | 2.6% |
| ISHARES TR | 15 | Q3 2023 | 1.1% |
| BERKSHIRE HATHAWAY INC DEL | 15 | Q3 2023 | 1.1% |
| MICROSOFT CORP | 15 | Q3 2023 | 1.3% |
| BERKSHIRE HATHAWAY INC DEL | 15 | Q3 2023 | 0.9% |
| AMAZON COM INC | 15 | Q3 2023 | 0.9% |
| COSTCO WHSL CORP NEW | 15 | Q3 2023 | 1.0% |
| ALPHABET INC | 15 | Q3 2023 | 0.7% |
View Wealth Advisors of Iowa, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR/A | 2022-07-28 |
| 13F-HR | 2022-07-27 |
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.