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Latest Wealth Advisors of Iowa, LLC Stock Portfolio

$148Million

Equity Portfolio Value
Last Reported on: 08 Feb, 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 $149 Millions as of 31 Dec, 2023.

The top stock holdings of Wealth Advisors of Iowa, LLC are AMPS, BIL, CSD. The fund has invested 16.7% of it's portfolio in ISHARES TR and 15.7% of portfolio in SPDR SER TR.

The fund managers got completely rid off VANGUARD TAX-MANAGED FDS (VEA), J P MORGAN EXCHANGE TRADED F (BBAX) and HOME DEPOT INC (HD) stocks. They significantly reduced their stock positions in VISA INC (V), ISHARES TR (AAXJ) and ISHARES TR (AMPS). Wealth Advisors of Iowa, LLC opened new stock positions in ISHARES TR (AGG), ALLIANT ENERGY CORP (LNT) and AMERICAN EXPRESS CO (AXP). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F, J P MORGAN EXCHANGE TRADED F (BBAX) and SPDR SER TR (BIL).

New Buys

Ticker$ Bought
ISHARES TR 946,350
ALLIANT ENERGY CORP625,305
AMERICAN EXPRESS CO271,643
INTERNATIONAL BUSINESS MACHS235,018
ADVANCED MICRO DEVICES INC229,960
APPLIED MATLS INC201,777

New stocks bought by Wealth Advisors of Iowa, LLC

Additions

Ticker% Inc.
J P MORGAN EXCHANGE TRADED F110
J P MORGAN EXCHANGE TRADED F80.89
SPDR SER TR17.6
ALPHABET INC16.34
PROCTER AND GAMBLE CO10.72
PURPLE BIOTECH7.54
CHEVRON CORP NEW5.86
JPMORGAN CHASE & CO5.69

Additions to existing portfolio by Wealth Advisors of Iowa, LLC

Reductions

Ticker% Reduced
VISA INC-42.6
ISHARES TR-30.14
ISHARES TR-27.55
SPDR SER TR-26.25
META PLATFORMS INC-22.77
MARRIOTT INTL INC NEW-14.25
CONSTELLATION BRANDS INC-8.94
DISNEY WALT CO-7.16

Wealth Advisors of Iowa, LLC reduced stake in above stock

Sold off

Ticker$ Sold
VANGUARD TAX-MANAGED FDS-542,887
PROSHARES TR-218,900
J P MORGAN EXCHANGE TRADED F-431,764
VERIZON COMMUNICATIONS INC-214,778
EXXON MOBIL CORP-230,966
HOME DEPOT INC-362,489

Wealth Advisors of Iowa, LLC got rid off the above stocks

Current Stock Holdings of Wealth Advisors of Iowa, LLC

Last Reported on: 08 Feb, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions
AADRADVISORSHARES TR0.0714,02098,280UNCHANGED0.00
AAPLAPPLE INC2.4418,8443,627,930ADDED0.04
AAXJISHARES TR0.598,090877,089REDUCED-30.14
ADBEADOBE SYSTEMS INCORPORATED0.561,390829,274UNCHANGED0.00
AGGISHARES TR4.6314,4416,897,330REDUCED-0.61
AGGISHARES TR1.5026,5782,241,360ADDED0.11
AGGISHARES TR 0.649,535946,350NEW
AGGISHARES TR0.15855224,166UNCHANGED0.00
AMATAPPLIED MATLS INC0.141,245201,777NEW
AMDADVANCED MICRO DEVICES INC0.151,560229,960NEW
AMPSISHARES TR16.67318,28624,835,900REDUCED-2.85
AMPSISHARES TR0.163,550246,157REDUCED-27.55
AMZNAMAZON COM INC0.858,3611,270,370REDUCED-0.83
ANEWPROSHARES TR0.000.000.00SOLD OFF-100
AXPAMERICAN EXPRESS CO0.181,450271,643NEW
BBAXJ P MORGAN EXCHANGE TRADED F3.96107,2065,894,190ADDED80.89
BBAXJ P MORGAN EXCHANGE TRADED F0.000.000.00SOLD OFF-100
BILSPDR SER TR15.68417,76223,352,900REDUCED-26.25
BILSPDR SER TR9.92317,03714,783,400REDUCED-3.44
BILSPDR SER TR1.5335,1242,285,140ADDED17.6
BILSPDR SER TR0.7024,8641,048,740REDUCED-0.96
BMYBRISTOL-MYERS SQUIBB CO0.236,837350,807ADDED0.62
CASYCASEYS GEN STORES INC0.382,036559,256REDUCED-1.78
COSTCOSTCO WHSL CORP NEW0.942,1161,396,820REDUCED-4.34
CRMSALESFORCE INC0.864,8441,274,650UNCHANGED0.00
CSDINVESCO EXCHANGE TRADED FD T11.76111,05317,524,100ADDED3.34
CVXCHEVRON CORP NEW0.201,986296,167ADDED5.86
CWISPDR INDEX SHS FDS7.57331,44611,272,500REDUCED-6.04
CWISPDR INDEX SHS FDS0.3012,617446,774ADDED0.83
DEDEERE & CO0.361,356542,224UNCHANGED0.00
DFACDIMENSIONAL ETF TRUST0.155,986222,799UNCHANGED0.00
DISDISNEY WALT CO0.274,484404,862REDUCED-7.16
EPDENTERPRISE PRODS PARTNERS L0.1810,275270,759ADDED0.03
GOOGALPHABET INC0.666,964981,436ADDED2.58
GOOGALPHABET INC0.333,560497,297ADDED16.34
HDHOME DEPOT INC0.000.000.00SOLD OFF-100
IBMINTERNATIONAL BUSINESS MACHS0.161,437235,018NEW
JNJJOHNSON & JOHNSON0.252,386373,920REDUCED-3.98
JPMJPMORGAN CHASE & CO0.322,844483,788ADDED5.69
LLYLILLY ELI & CO0.35898523,652ADDED2.05
LNTALLIANT ENERGY CORP0.4212,189625,305NEW
LUMOLUMOS PHARMA0.0311,69937,203UNCHANGED0.00
MARMARRIOTT INTL INC NEW0.241,594359,406REDUCED-14.25
MCDMCDONALDS CORP0.261,328393,798UNCHANGED0.00
METAMETA PLATFORMS INC0.18770272,549REDUCED-22.77
MRKMERCK & CO INC0.172,347255,823ADDED0.6
MSFTMICROSOFT CORP1.254,9661,867,360REDUCED-3.03
NKENIKE INC0.223,018327,664UNCHANGED0.00
NVDANVIDIA CORPORATION0.23690341,872UNCHANGED0.00
PEPPEPSICO INC0.221,893321,503ADDED0.21
PGPROCTER AND GAMBLE CO0.212,138313,369ADDED10.72
PPBTPURPLE BIOTECH0.0114,27011,130ADDED7.54
SBUXSTARBUCKS CORP0.233,533339,173REDUCED-6.61
STZCONSTELLATION BRANDS INC0.181,121271,002REDUCED-8.94
VVISA INC0.281,587413,039REDUCED-42.6
VEAVANGUARD TAX-MANAGED FDS0.000.000.00SOLD OFF-100
VOOVANGUARD INDEX FDS0.532,518782,917REDUCED-0.43
VZVERIZON COMMUNICATIONS INC0.000.000.00SOLD OFF-100
WRBBERKLEY W R CORP0.224,648328,707REDUCED-5.1
XLBSELECT SECTOR SPDR TR5.80103,1078,644,510ADDED1.82
XOMEXXON MOBIL CORP0.000.000.00SOLD OFF-100
J P MORGAN EXCHANGE TRADED F1.5446,0302,298,290ADDED110
BERKSHIRE HATHAWAY1.093.001,627,880UNCHANGED0.00
BERKSHIRE HATHAWAY INC DEL0.883,6571,304,310REDUCED-2.38
ISORAY INC0.0020,0008,040UNCHANGED0.00