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| Name: |
Wealth Advisors of Iowa LLC |
| City: |
WEST DES MOINES |
| State: |
IA |
| Zip: |
50266 |
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data |
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Filing Period: |
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| Holdings
Found :
21 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
RSP |
Guggenheim ETF Trust - Gugg... |
1 |
- |
$165.78 |
$36,087,000 |
213,064 |
21.95% |
18,563,000 |
102,011 |
0.07 |
Closed - End Fund - E... |
|
|
XLE |
SPDR Energy Sector |
6 |
- |
$93.20 |
$10,234,000 |
108,402 |
6.22% |
1,589,000 |
5,295 |
0.003 |
Closed - End Fund - E... |
|
|
JEPI |
Jpmorgan Equity Premium Inc... |
7 |
- |
$0.00 |
$8,054,000 |
139,203 |
4.9% |
2,160,000 |
31,997 |
0.015 |
N/A |
|
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JEPQ |
Jpmorgan Nasdaq Equity Prem... |
10 |
- |
$0.00 |
$2,746,000 |
50,622 |
1.67% |
448,000 |
4,592 |
0.056 |
N/A |
|
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MSFT |
Microsoft Corp |
13 |
- |
$415.13 |
$2,093,000 |
4,975 |
1.27% |
226,000 |
9 |
0 |
Application Software |
|
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BRK.B |
Berkshire Hathaway B |
15 |
- |
$414.40 |
$1,595,000 |
3,792 |
0.97% |
291,000 |
135 |
0 |
Property & Casualty I... |
|
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GOOG |
Alphabet Inc |
18 |
- |
$173.96 |
$1,089,000 |
7,154 |
0.66% |
108,000 |
190 |
0 |
Search Engines & Info... |
|
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MUB |
iShares S&P National Munici... |
21 |
- |
$105.74 |
$872,000 |
8,101 |
0.53% |
-5,000 |
11 |
0.001 |
Closed - End Fund - E... |
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V |
Visa Inc |
23 |
- |
$272.46 |
$722,000 |
2,587 |
0.44% |
309,000 |
1,000 |
0 |
Business Services |
|
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JPM |
JP Morgan Chase & Co |
28 |
- |
$202.63 |
$588,000 |
2,936 |
0.36% |
104,000 |
92 |
0 |
Domestic Money Center... |
|
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JPST |
Jp Morgan Ultra Short Incom... |
30 |
- |
$0.00 |
$560,000 |
11,098 |
0.34% |
560,000 |
11,098 |
0.001 |
N/A |
|
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DIS |
Walt Disney Co |
32 |
- |
$103.91 |
$550,000 |
4,494 |
0.33% |
145,000 |
10 |
0 |
Entertainment - Diver... |
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FB |
Meta Platforms Inc |
35 |
- |
$466.83 |
$432,000 |
890 |
0.26% |
159,000 |
120 |
0 |
Internet Service Prov... |
|
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CVX |
Chevron Corp |
42 |
- |
$162.30 |
$330,000 |
2,091 |
0.2% |
34,000 |
105 |
0 |
Integrated Oil & Gas |
|
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SBUX |
Starbucks Corp |
43 |
- |
$80.22 |
$328,000 |
3,593 |
0.2% |
-11,000 |
60 |
0 |
Specialty Eateries |
|
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MRK |
Merck & Co Inc |
44 |
- |
$131.20 |
$311,000 |
2,359 |
0.19% |
55,000 |
12 |
0 |
Drug Manufacturers - ... |
|
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EPD |
Enterprise Products Partner... |
47 |
- |
$28.50 |
$300,000 |
10,279 |
0.18% |
29,000 |
4 |
0 |
Independent Oil & Gas |
|
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AMD |
Advanced Micro Devices Inc |
48 |
- |
$166.90 |
$285,000 |
1,578 |
0.17% |
55,000 |
18 |
0 |
Semiconductor- Broad... |
|
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IBM |
International Business Mach... |
50 |
- |
$166.85 |
$281,000 |
1,469 |
0.17% |
46,000 |
32 |
0 |
Diversified Computer ... |
|
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XOM |
Exxon Mobil Corp |
54 |
- |
$117.26 |
$245,000 |
2,111 |
0.15% |
245,000 |
2,111 |
0.001 |
Integrated Oil & Gas |
|
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VZ |
Verizon Communications Inc |
57 |
- |
$41.15 |
$215,000 |
5,135 |
0.13% |
215,000 |
5,135 |
0 |
Telecom Services - Do... |
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