Wealth Advisors Of Iowa, LLC Incresed Positions in Q4 2024

Wealth Advisors Of Iowa, LLC

  • $198 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
16.9K
+ 46.27%
$81.74 - $91.38 $1.38M - $1.55M
53.5K $4.7B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
20.7K
+ 17.82%
$53.94 - $58.15 $1.12M - $1.21M
137K $7.73B
USMC
Principal ETF U S Mega Cap

ETFs
19.4K
+ 87.92%
$56.37 - $61.98 $1.09M - $1.2M
41.5K $2.49B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.94K
+ 0.88%
$66.77 - $71.52 $196K - $210K
337K $23.3B
BOND
Pimco Active Bond Exchange Tra

ETFs
6.59K
+ 66.94%
$90.42 - $94.5 $595K - $622K
16.4K $1.48B
PULS
Pgim ETF Tr

ETFs
10.1K
+ 39.89%
$49.51 - $49.79 $501K - $504K
35.5K $1.76B
RSP
Invesco S&P 500 Equal Weight E

ETFs
7.67K
+ 3.52%
$174.22 - $187.62 $1.34M - $1.44M
226K $39.6B
AMZN
Amazon Com Inc

Consumer Cyclical
43
+ 0.54%
$180.88 - $232.93 $7.78K - $10K
7.94K $1.74B
NVDA
Nvidia Corp

Technology
771
+ 9.52%
$117.0 - $148.88 $90.2K - $115K
8.87K $1.19B
CRM
Salesforce, Inc.

Technology
24
+ 0.79%
$270.87 - $367.87 $6.5K - $8.83K
3.05K $1.02B
AVGO
Broadcom Inc.

Technology
390
+ 33.62%
$159.67 - $250.0 $62.3K - $97.5K
1.55K $359M
JPM
Jpmorgan Chase & CO

Financial Services
231
+ 8.05%
$205.18 - $250.29 $47.4K - $57.8K
3.1K $743M
V
Visa Inc.

Financial Services
26
+ 1.0%
$273.87 - $320.91 $7.12K - $8.34K
2.62K $828M
GOOGL
Alphabet Inc.

Communication Services
217
+ 6.95%
$161.86 - $196.66 $35.1K - $42.7K
3.34K $632M
WMT
Walmart Inc.

Consumer Defensive
961
+ 35.57%
$79.1 - $95.7 $76K - $92K
3.66K $331M
JEPI
J P Morgan Exchange Traded Fd

ETFs
9.75K
+ 4.2%
$57.53 - $60.83 $561K - $593K
242K $13.9B
COST
Costco Wholesale Corp

Consumer Defensive
29
+ 1.42%
$873.59 - $994.69 $25.3K - $28.8K
2.07K $1.9B
CGMS
Capital Grp Core Plus Income E
2.27K
+ 22.55%
N/A
12.3K $336M
META
Meta Platforms, Inc.

Communication Services
52
+ 5.84%
$554.08 - $632.68 $28.8K - $32.9K
942 $551M
EPD
Enterprise Products Partners L.P.

Energy
4
+ 0.04%
$28.66 - $34.43 $115 - $138
10.3K $323M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
89
+ 2.44%
$442.29 - $483.08 $39.4K - $43K
3.74K $1.69B
GLD
Spdr Gold Trust

ETFs
40
+ 3.88%
$236.59 - $257.5 $9.46K - $10.3K
1.07K $259M
CVX
Chevron Corp

Energy
41
+ 2.81%
$141.15 - $162.53 $5.79K - $6.66K
1.5K $217M
LNT
Alliant Energy Corp

Utilities
8
+ 0.08%
$56.24 - $63.63 $450 - $509
10.5K $623M
XOM
Exxon Mobil Corp

Energy
11
+ 0.51%
$105.51 - $125.37 $1.16K - $1.38K
2.18K $235M
MRK
Merck & Co., Inc.

Healthcare
14
+ 0.59%
$96.31 - $114.76 $1.35K - $1.61K
2.4K $238M
ADBE
Adobe Inc.

Technology
50
+ 4.59%
$437.39 - $552.96 $21.9K - $27.6K
1.14K $507M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
7.27K
+ 2.26%
$51.09 - $55.27 $372K - $402K
330K $16.9B
XLU
Utilities Sector Spdr

ETFs
519
+ 0.34%
$74.89 - $82.93 $38.9K - $43K
155K $11.8B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
12K
+ 3.53%
$34.13 - $37.35 $408K - $447K
351K $12B
Activity Summary
Buys All Purchases 35 New Holdings 4 Increased Positions 31 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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