$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY | $1,594,431 | +2.6% | 3 | 0.0% | 1.12% | -0.2% | |
| CRM | SALESFORCE INC | $982,267 | -4.0% | 4,844 | 0.0% | 0.69% | -6.6% | |
| MAR | MARRIOTT INTL INC NEWcl a | $365,355 | +7.0% | 1,859 | 0.0% | 0.26% | +4.0% | |
| MCD | MCDONALDS CORP | $349,876 | -11.7% | 1,328 | 0.0% | 0.25% | -14.3% | |
| EFAV | ISHARES TRmscieafe min vl | $319,578 | -3.4% | 4,900 | 0.0% | 0.22% | -5.9% | |
| WRB | BERKLEY W R CORP | $310,974 | +6.6% | 4,898 | 0.0% | 0.22% | +3.8% | |
| IWB | ISHARES TRrus 1000 etf | $200,789 | -3.6% | 855 | 0.0% | 0.14% | -6.6% | |
| LUMO | LUMOS PHARMA | $38,606 | 0.0% | 11,699 | 0.0% | 0.03% | -3.6% | |
| PPBT | PURPLE BIOTECH | $15,791 | -14.7% | 13,270 | 0.0% | 0.01% | -15.4% | |
| ISR | ISORAY INC | $5,474 | -59.0% | 20,000 | 0.0% | 0.00% | -60.0% |
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.