$142 Million is the total value of Wealth Advisors of Iowa, LLC's 59 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -1,657 | -100.0% | -0.16% | – |
| BIL | Exit | SPDR BLOOMBERGmf closed and mf open | $0 | – | -2,575 | -100.0% | -0.17% | – |
| GLD | Exit | SPDR GOLD | $0 | – | -1,535 | -100.0% | -0.20% | – |
| TGT | Exit | TARGET CORP | $0 | – | -1,390 | -100.0% | -0.49% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-07
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.