$138 Million is the total value of Wealth Advisors of Iowa, LLC's 59 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JEPI | New | J P MORGAN EXCHANGE TRADED Fequity premium | $773,624 | – | 13,982 | +100.0% | 0.56% | – |
| New | J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $694,061 | – | 14,349 | +100.0% | 0.50% | – | |
| IWB | New | ISHARES TRrus 1000 etf | $208,336 | – | 855 | +100.0% | 0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-25
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.