Wealth Advisors Of Iowa, LLC Portfolio Holdings

Wealth Advisors Of Iowa, LLC

  • $198 Billion
  • Q4 2024

Wealth Advisors Of Iowa, LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $198 Billion distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $39.6B, Spdr Portfolio S&P 500 ETF (Ma with a value of $23.3B, Ishares Msci Usa Min Vol Facto with a value of $17B, Spdr Portfolio S&P 500 Value E with a value of $16.9B, and J P Morgan Exchange Traded Fd with a value of $13.9B.

Examining the 13F form we can see an increase of $1.87B in the current position value, from $196B to 198B.

Below you can find more details about Wealth Advisors Of Iowa, LLC portfolio as well as his latest detailed transactions.

Portfolio value $198 Billion
ETFs: $169 Billion
Technology: $10.1 Billion
Financial Services: $5.71 Billion
Consumer Cyclical: $3.88 Billion
Consumer Defensive: $3.1 Billion
Communication Services: $3.06 Billion
Healthcare: $1.14 Billion
Industrials: $811 Million
Other: $1.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$39.6 Billion 19.94% of portfolio
225,709
Q4 2024 Added 3.52%
$0
$23.3 Billion 11.73% of portfolio
337,299
Q4 2024 Added 0.88%
$0
$17 Billion 8.57% of portfolio
191,357
Q4 2024 Reduced 12.28%
$0
$16.9 Billion 8.5% of portfolio
329,558
Q4 2024 Added 2.26%
$0
$13.9 Billion 7.03% of portfolio
242,254
Q4 2024 Added 4.2%
$0
$12 Billion 6.04% of portfolio
350,881
Q4 2024 Added 3.53%
$0
$11.8 Billion 5.93% of portfolio
155,314
Q4 2024 Added 0.34%
$0
$7.73 Billion 3.9% of portfolio
137,091
Q4 2024 Added 17.82%
$0
$7.17 Billion 3.61% of portfolio
12,172
Q4 2024 Reduced 0.22%
$0
$4.7 Billion 2.37% of portfolio
53,468
Q4 2024 Added 46.27%
$3.81T
$4.46 Billion 2.25% of portfolio
17,804
Q4 2024 Reduced 1.06%
$0
$2.49 Billion 1.26% of portfolio
41,501
Q4 2024 Added 87.92%
$0
$2.37 Billion 1.19% of portfolio
25,567
Q4 2024 Reduced 0.21%
$424B
$2.04 Billion 1.03% of portfolio
3
Q3 2024 Reduced 99.92%
$3.05T
$2.01 Billion 1.02% of portfolio
4,779
Q4 2024 Reduced 1.1%
$471B
$1.9 Billion 0.96% of portfolio
2,072
Q4 2024 Added 1.42%
$2.33T
$1.74 Billion 0.88% of portfolio
7,944
Q4 2024 Added 0.54%
$0
$1.7 Billion 0.85% of portfolio
19,791
Q4 2024 Reduced 1.69%
$614B
$1.69 Billion 0.85% of portfolio
3,739
Q4 2024 Added 2.44%
$0
$1.48 Billion 0.75% of portfolio
16,422
Q4 2024 Added 66.94%
$1.13T
$1.35 Billion 0.68% of portfolio
7,077
Q4 2024 Reduced 1.09%
$327B
$1.19 Billion 0.6% of portfolio
8,869
Q4 2024 Added 9.52%
$0
$1.14 Billion 0.58% of portfolio
29,808
Q4 2024 Added 27.47%
$0
$1.05 Billion 0.53% of portfolio
23,300
Q4 2024 Reduced 5.07%
$326B
$1.02 Billion 0.51% of portfolio
3,052
Q4 2024 Added 0.79%
$0
$993 Million 0.5% of portfolio
2,419
Q3 2024 New
$575B
$828 Million 0.42% of portfolio
2,620
Q4 2024 Added 1.0%
$16.2B
$792 Million 0.4% of portfolio
1,998
Q4 2024 Reduced 1.87%
$808B
$743 Million 0.37% of portfolio
3,099
Q4 2024 Added 8.05%
$829B
$694 Million 0.35% of portfolio
899
Q4 2024 Reduced 11.17%
$1.1T
$632 Million 0.32% of portfolio
3,339
Q4 2024 Added 6.95%
$15.2B
$623 Million 0.31% of portfolio
10,534
Q4 2024 Added 0.08%
$144B
$598 Million 0.3% of portfolio
1,412
Q4 2024 Reduced 0.63%
$0
$570 Million 0.29% of portfolio
5,349
Q4 2024 Reduced 40.84%
$1.62T
$551 Million 0.28% of portfolio
942
Q4 2024 Added 5.84%
$215B
$507 Million 0.26% of portfolio
1,140
Q4 2024 Added 4.59%
$94.3B
$438 Million 0.22% of portfolio
1,569
Q2 2024 Reduced 1.57%
$16.1B
$403 Million 0.2% of portfolio
6,882
Q4 2024 Reduced 1.29%
$95.7B
$359 Million 0.18% of portfolio
1,550
Q4 2024 Added 33.62%
$402B
$358 Million 0.18% of portfolio
2,138
Q4 2023 Added 10.72%
$281B
$331 Million 0.17% of portfolio
3,663
Q4 2024 Added 35.57%
-
$336 Million 0.17% of portfolio
-
Q4 2024 Added 22.55%
$1.06T
$344 Million 0.17% of portfolio
852
Q4 2024 New
$71.6B
$323 Million 0.16% of portfolio
10,290
Q4 2024 Added 0.04%
$199B
$310 Million 0.16% of portfolio
2,781
Q4 2024 Reduced 37.35%
$127B
$326 Million 0.16% of portfolio
3,573
Q4 2024 Reduced 2.72%
$229B
$304 Million 0.15% of portfolio
1,383
Q4 2024 Reduced 6.24%
$0
$269 Million 0.14% of portfolio
1,587
Q4 2024 New
$0
$268 Million 0.14% of portfolio
832
Q4 2024 Reduced 2.69%

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $198 Billion
  • Prior Value $196 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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