Latest Wealth Advisors of Iowa, LLC Stock Portfolio
$164Million
Equity Portfolio Value
Last Reported on: 07 May, 2024
About Wealth Advisors of Iowa, LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Wealth Advisors of Iowa, LLC reported an equity portfolio of $164.4 Millions as of 31 Mar, 2024.
The top stock holdings of Wealth Advisors of Iowa, LLC are CSD, BIL, BIL. The fund has invested 22% of it's portfolio in INVESCO EXCHANGE TRADED FD T and 13.1% of portfolio in SPDR SER TR.
The fund managers got completely rid off ISHARES TR (AGG) and AMERICAN EXPRESS CO (AXP) stocks. They significantly reduced their stock positions in ISHARES TR (AMPS), SALESFORCE INC (CRM) and SPDR SER TR (BIL). Wealth Advisors of Iowa, LLC opened new stock positions in J P MORGAN EXCHANGE TRADED F (BBAX), EXXON MOBIL CORP (XOM) and KROGER CO (KR). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO EXCHANGE TRADED FD T (CSD), VISA INC (V) and J P MORGAN EXCHANGE TRADED F (BBAX).
The top stock holdings of Wealth Advisors of Iowa, LLC are CSD, BIL, BIL. The fund has invested 22% of it's portfolio in INVESCO EXCHANGE TRADED FD T and 13.1% of portfolio in SPDR SER TR.
The fund managers got completely rid off ISHARES TR (AGG) and AMERICAN EXPRESS CO (AXP) stocks. They significantly reduced their stock positions in ISHARES TR (AMPS), SALESFORCE INC (CRM) and SPDR SER TR (BIL). Wealth Advisors of Iowa, LLC opened new stock positions in J P MORGAN EXCHANGE TRADED F (BBAX), EXXON MOBIL CORP (XOM) and KROGER CO (KR). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO EXCHANGE TRADED FD T (CSD), VISA INC (V) and J P MORGAN EXCHANGE TRADED F (BBAX).
New Buys
| Ticker | $ Bought |
|---|---|
| J P MORGAN EXCHANGE TRADED F | 559,869 |
| EXXON MOBIL CORP | 245,326 |
| KROGER CO | 228,520 |
| VERIZON COMMUNICATIONS INC | 215,469 |
| SPDR GOLD TR | 211,891 |
| VANGUARD INTL EQUITY INDEX F | 202,723 |
New stocks bought by Wealth Advisors of Iowa, LLC
Additions
| Ticker | % Inc. |
|---|---|
| INVESCO EXCHANGE TRADED FD T | 91.86 |
| VISA INC | 63.01 |
| J P MORGAN EXCHANGE TRADED F | 29.85 |
| SPDR INDEX SHS FDS | 19.57 |
| META PLATFORMS INC | 15.58 |
| J P MORGAN EXCHANGE TRADED F | 9.98 |
| CHEVRON CORP NEW | 5.29 |
| SELECT SECTOR SPDR TR | 5.14 |
Additions to existing portfolio by Wealth Advisors of Iowa, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ISHARES TR | -42.14 |
| SALESFORCE INC | -37.68 |
| SPDR SER TR | -16.44 |
| ISHARES TR | -15.49 |
| ALLIANT ENERGY CORP | -8.02 |
| PEPSICO INC | -7.71 |
| BRISTOL-MYERS SQUIBB CO | -7.68 |
| AMAZON COM INC | -5.26 |
Wealth Advisors of Iowa, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ISHARES TR | -946,350 |
| AMERICAN EXPRESS CO | -271,643 |
Wealth Advisors of Iowa, LLC got rid off the above stocks
Current Stock Holdings of Wealth Advisors of Iowa, LLC
Last Reported on: 07 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 1.91 | 18,347 | 3,146,220 | REDUCED | -2.64 | |
| AAXJ | ISHARES TR | 0.53 | 8,101 | 871,623 | ADDED | 0.14 | |
| ACT | ADVISORSHARES TR | 0.09 | 14,020 | 140,340 | UNCHANGED | 0.00 | |
| ADBE | ADOBE SYSTEMS INCORPORATED | 0.43 | 1,390 | 701,394 | UNCHANGED | 0.00 | |
| AGG | ISHARES TR | 3.90 | 12,204 | 6,416,030 | REDUCED | -15.49 | |
| AGG | ISHARES TR | 1.44 | 26,092 | 2,359,780 | REDUCED | -1.83 | |
| AGG | ISHARES TR | 0.15 | 855 | 246,193 | UNCHANGED | 0.00 | |
| AGG | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AMAT | APPLIED MATLS INC | 0.16 | 1,245 | 256,756 | UNCHANGED | 0.00 | |
| AMD | ADVANCED MICRO DEVICES INC | 0.17 | 1,578 | 284,813 | ADDED | 1.15 | |
| AMPS | ISHARES TR | 9.36 | 184,154 | 15,391,600 | REDUCED | -42.14 | |
| AMPS | ISHARES TR | 0.15 | 3,550 | 251,624 | UNCHANGED | 0.00 | |
| AMZN | AMAZON COM INC | 0.87 | 7,921 | 1,428,790 | REDUCED | -5.26 | |
| AXP | AMERICAN EXPRESS CO | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BBAX | J P MORGAN EXCHANGE TRADED F | 4.90 | 139,203 | 8,054,290 | ADDED | 29.85 | |
| BBAX | J P MORGAN EXCHANGE TRADED F | 0.34 | 11,098 | 559,869 | NEW | ||
| BIL | SPDR SER TR | 13.06 | 349,090 | 21,479,500 | REDUCED | -16.44 | |
| BIL | SPDR SER TR | 9.60 | 315,092 | 15,786,100 | REDUCED | -0.61 | |
| BIL | SPDR SER TR | 1.56 | 35,062 | 2,564,810 | REDUCED | -0.18 | |
| BIL | SPDR SER TR | 0.64 | 24,284 | 1,045,180 | REDUCED | -2.33 | |
| BMY | BRISTOL-MYERS SQUIBB CO | 0.21 | 6,312 | 342,277 | REDUCED | -7.68 | |
| CASY | CASEYS GEN STORES INC | 0.40 | 2,037 | 648,594 | ADDED | 0.05 | |
| COST | COSTCO WHSL CORP NEW | 0.94 | 2,107 | 1,543,540 | REDUCED | -0.43 | |
| CRM | SALESFORCE INC | 0.55 | 3,019 | 909,262 | REDUCED | -37.68 | |
| CSD | INVESCO EXCHANGE TRADED FD T | 21.95 | 213,064 | 36,086,700 | ADDED | 91.86 | |
| CVX | CHEVRON CORP NEW | 0.20 | 2,091 | 329,885 | ADDED | 5.29 | |
| CWI | SPDR INDEX SHS FDS | 7.17 | 328,791 | 11,783,900 | REDUCED | -0.8 | |
| CWI | SPDR INDEX SHS FDS | 0.33 | 15,086 | 545,979 | ADDED | 19.57 | |
| DE | DEERE & CO | 0.34 | 1,355 | 556,553 | REDUCED | -0.07 | |
| DFAC | DIMENSIONAL ETF TRUST | 0.15 | 5,986 | 244,827 | UNCHANGED | 0.00 | |
| DIS | DISNEY WALT CO | 0.33 | 4,494 | 549,891 | ADDED | 0.22 | |
| EPD | ENTERPRISE PRODS PARTNERS L | 0.18 | 10,279 | 299,947 | ADDED | 0.04 | |
| GLD | SPDR GOLD TR | 0.13 | 1,030 | 211,891 | NEW | ||
| GOOG | ALPHABET INC | 0.66 | 7,154 | 1,089,270 | ADDED | 2.73 | |
| GOOG | ALPHABET INC | 0.33 | 3,560 | 537,310 | UNCHANGED | 0.00 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 0.17 | 1,469 | 280,565 | ADDED | 2.23 | |
| JNJ | JOHNSON & JOHNSON | 0.23 | 2,386 | 377,499 | UNCHANGED | 0.00 | |
| JPM | JPMORGAN CHASE & CO | 0.36 | 2,936 | 588,090 | ADDED | 3.23 | |
| KR | KROGER CO | 0.14 | 4,000 | 228,520 | NEW | ||
| LLY | LILLY ELI & CO | 0.42 | 899 | 699,523 | ADDED | 0.11 | |
| LNT | ALLIANT ENERGY CORP | 0.34 | 11,211 | 565,025 | REDUCED | -8.02 | |
| LUMO | LUMOS PHARMA | 0.02 | 11,699 | 32,991 | UNCHANGED | 0.00 | |
| MAR | MARRIOTT INTL INC NEW | 0.24 | 1,594 | 402,119 | UNCHANGED | 0.00 | |
| MCD | MCDONALDS CORP | 0.22 | 1,288 | 363,181 | REDUCED | -3.01 | |
| META | META PLATFORMS INC | 0.26 | 890 | 432,248 | ADDED | 15.58 | |
| MRK | MERCK & CO INC | 0.19 | 2,359 | 311,309 | ADDED | 0.51 | |
| MSFT | MICROSOFT CORP | 1.27 | 4,975 | 2,093,260 | ADDED | 0.18 | |
| NKE | NIKE INC | 0.17 | 3,018 | 283,632 | UNCHANGED | 0.00 | |
| NVDA | NVIDIA CORPORATION | 0.38 | 690 | 623,781 | UNCHANGED | 0.00 | |
| PEP | PEPSICO INC | 0.19 | 1,747 | 305,733 | REDUCED | -7.71 | |
| PG | PROCTER AND GAMBLE CO | 0.21 | 2,138 | 346,924 | UNCHANGED | 0.00 | |
| PPBT | PURPLE BIOTECH | 0.01 | 14,270 | 9,561 | UNCHANGED | 0.00 | |
| SBUX | STARBUCKS CORP | 0.20 | 3,593 | 328,335 | ADDED | 1.7 | |
| STZ | CONSTELLATION BRANDS INC | 0.18 | 1,121 | 304,643 | UNCHANGED | 0.00 | |
| V | VISA INC | 0.44 | 2,587 | 722,117 | ADDED | 63.01 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 0.12 | 4,853 | 202,723 | NEW | ||
| VOO | VANGUARD INDEX FDS | 0.53 | 2,519 | 866,877 | ADDED | 0.04 | |
| VZ | VERIZON COMMUNICATIONS INC | 0.13 | 5,135 | 215,469 | NEW | ||
| WRB | BERKLEY W R CORP | 0.25 | 4,648 | 411,069 | UNCHANGED | 0.00 | |
| XLB | SELECT SECTOR SPDR TR | 6.22 | 108,402 | 10,234,300 | ADDED | 5.14 | |
| XOM | EXXON MOBIL CORP | 0.15 | 2,111 | 245,326 | NEW | ||
| J P MORGAN EXCHANGE TRADED F | 1.67 | 50,622 | 2,745,710 | ADDED | 9.98 | ||
| BERKSHIRE HATHAWAY | 1.16 | 3.00 | 1,903,320 | UNCHANGED | 0.00 | ||
| BERKSHIRE HATHAWAY INC DEL | 0.97 | 3,792 | 1,594,610 | ADDED | 3.69 | ||
| PERSPECTIVE THERAPEUTICS INCO | 0.01 | 20,000 | 23,800 | UNCHANGED | 0.00 |