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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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