$183 Million is the total value of Wealth Advisors of Iowa, LLC's 59 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,352,000 | +9.6% | 3 | 0.0% | 0.74% | +10.1% | |
| DNP | DNP SELECT INOME FD INC | $851,000 | +2.0% | 78,244 | 0.0% | 0.46% | +2.4% | |
| ADBE | ADOBE INC | $594,000 | -1.5% | 1,048 | 0.0% | 0.32% | -0.9% | |
| GLD | SPDR GOLD TR | $342,000 | +4.3% | 2,000 | 0.0% | 0.19% | +5.1% | |
| GOOGL | ALPHABET INCcap stk cl a | $301,000 | +8.3% | 104 | 0.0% | 0.16% | +9.3% | |
| JNJ | JOHNSON & JOHNSON | $292,000 | +6.2% | 1,705 | 0.0% | 0.16% | +6.7% | |
| STZ | CONSTELLATION BRANDS INCcl a | $259,000 | +19.4% | 1,031 | 0.0% | 0.14% | +20.3% | |
| NKE | NIKE INC | $237,000 | +14.5% | 1,422 | 0.0% | 0.13% | +15.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-14
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.