| |
|
|
| Name: |
Wealth Advisors of Iowa LLC |
| City: |
WEST DES MOINES |
| State: |
IA |
| Zip: |
50266 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
17 |
|
View All Holdings |
Currently
Viewing:
Decreased Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
ELR |
streetTRACKS Series Trust -... |
2 |
- |
$62.27 |
$21,480,000 |
349,090 |
13.06% |
-1,873,000 |
-68,672 |
0.039 |
Closed - End Fund - E... |
|
|
SPYV |
SPDR Dow Jones Wilshire Lar... |
3 |
- |
$50.09 |
$15,786,000 |
315,092 |
9.6% |
1,003,000 |
-1,945 |
0.01 |
Closed - End Fund - E... |
|
|
USMV |
iShares MSCI USA Minimum Vo... |
4 |
- |
$0.00 |
$15,392,000 |
184,154 |
9.36% |
-9,444,000 |
-134,132 |
0.004 |
N/A |
|
|
GWL |
St Spdr S&P Wld Xus |
5 |
- |
$36.53 |
$11,784,000 |
328,791 |
7.17% |
512,000 |
-2,655 |
0.037 |
Closed - End Fund - E... |
|
|
IVV |
iShares Core S&P 500 Etf |
8 |
- |
$532.13 |
$6,416,000 |
12,204 |
3.9% |
-481,000 |
-2,237 |
0 |
Closed - End Fund - E... |
|
|
AAPL |
Apple Inc |
9 |
- |
$189.87 |
$3,146,000 |
18,347 |
1.91% |
-482,000 |
-497 |
0 |
Personal Computers |
|
|
SPYG |
SPDR Dow Jones Wilshire Lar... |
11 |
- |
$74.75 |
$2,565,000 |
35,062 |
1.56% |
280,000 |
-62 |
0.002 |
Closed - End Fund - E... |
|
|
IWW |
iShares Russell 3000 Value |
12 |
- |
$90.42 |
$2,360,000 |
26,092 |
1.44% |
119,000 |
-486 |
0.003 |
Closed - End Fund - E... |
|
|
COST |
Costco Wholesale Corp |
16 |
- |
$795.81 |
$1,544,000 |
2,107 |
0.94% |
147,000 |
-9 |
0 |
Discount, Variety Stores |
|
|
AMZN |
Amazon.com Inc |
17 |
- |
$184.70 |
$1,429,000 |
7,921 |
0.87% |
159,000 |
-440 |
0 |
Internet Software & S... |
|
|
TWOK |
Spdr Russell 2000 |
19 |
- |
$42.95 |
$1,045,000 |
24,284 |
0.64% |
-4,000 |
-580 |
0.003 |
N/A |
|
|
CRM |
Salesforce.com Inc |
20 |
- |
$285.61 |
$909,000 |
3,019 |
0.55% |
-366,000 |
-1,825 |
0 |
Internet Software & S... |
|
|
LNT |
Alliant Energy Corp |
29 |
- |
$51.97 |
$565,000 |
11,211 |
0.34% |
-60,000 |
-978 |
0.004 |
Multi Utilities |
|
|
DE |
Deere & Co |
31 |
- |
$397.02 |
$557,000 |
1,355 |
0.34% |
15,000 |
-1 |
0 |
Farm & Construction M... |
|
|
MCD |
McDonalds Corp |
39 |
- |
$272.38 |
$363,000 |
1,288 |
0.22% |
-31,000 |
-40 |
0 |
Restaurants |
|
|
BMY |
Bristol-Myers Squibb Co |
41 |
- |
$44.03 |
$342,000 |
6,312 |
0.21% |
-9,000 |
-525 |
0 |
Drug Manufacturers - ... |
|
|
PEP |
Pepsico Inc |
45 |
- |
$182.19 |
$306,000 |
1,747 |
0.19% |
-16,000 |
-146 |
0 |
Beverage Soft Drinks... |
|
