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  Name: Wealth Advisors of Iowa LLC
  City: WEST DES MOINES
  State: IA
  Zip: 50266
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $164,410,000
  Total Value Change : $15,448,000
  Securities Held Change : 4
   
All Securities Held : 63
  New Positions : 3
  Closed Positions : 2
  Increased Positions : 25
  Unchanged Positions : 18
  Decreased Positions : 17

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Holdings Found : 18     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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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
   (BRK.A)1 Year Chart         BRK.A Berkshire Hathaway Inc 14 - $629,375.00 $1,903,000 3 1.16% 275,000 0 0    Property & Casualty I...
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 24 - $483.43 $701,000 1,390 0.43% -128,000 0 0    Application Software
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 27 - $924.79 $624,000 690 0.38% 282,000 0 0    Semiconductor - Speci...
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 34 - $176.06 $537,000 3,560 0.33% 40,000 0 0    Search Engines & Info...
   (WRB)1 Year Chart         WRB WR Berkley Corporation 36 - $79.31 $411,000 4,648 0.25% 82,000 0 0.002    Property & Casualty I...
   (MAR)1 Year Chart         MAR Marriott International Inc 37 - $237.73 $402,000 1,594 0.24% 43,000 0 0    Lodging
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 38 - $154.64 $377,000 2,386 0.23% 3,000 0 0    Drug Manufacturers - ...
   (PG)1 Year Chart         PG Procter & Gamble Co 40 - $167.64 $347,000 2,138 0.21% 34,000 0 0    Cleaning Products
   (STZ)1 Year Chart         STZ Constellation Brands Inc 46 - $255.43 $305,000 1,121 0.19% 34,000 0 0.001    Beverage - Wineries &...
   (NKE)1 Year Chart         NKE Nike Inc B 49 - $92.18 $284,000 3,018 0.17% -44,000 0 0    Textile - Apparel Foo...
   (AMAT)1 Year Chart         AMAT Applied Materials Inc 51 - $212.08 $257,000 1,245 0.16% 55,000 0 0    Semiconductor Equipme...
   (EFAV)1 Year Chart         EFAV Ishares Msci Eafe Minimum V... 52 - $0.00 $252,000 3,550 0.15% 6,000 0 0.002    N/A
   (IWB)1 Year Chart         IWB ishares trust Russell 1000 53 - $290.91 $246,000 855 0.15% 22,000 0 0.001    Closed - End Fund - E...
   (DFUV)1 Year Chart         DFUV DFA Dimensional Us Marketwi... 55 - $40.49 $245,000 5,986 0.15% 22,000 0 0    N/A
   (MSOS)1 Year Chart         MSOS Advisorshares Pure Us Canna... 60 - $0.00 $140,000 14,020 0.09% 42,000 0 0.01    N/A
   (LUMO)1 Year Chart         LUMO Lumos Pharma Inc 61 - $2.54 $33,000 11,699 0.02% -4,000 0 0.141    Biotechnology
   (ISR)1 Year Chart         ISR IsoRay, Inc. 62 - $1.60 $24,000 20,000 0.01% 16,000 0 0.036    Medical Instruments &...
   (PPBT)1 Year Chart         PPBT Purple Biotech Ltd 63 - $0.55 $10,000 14,270 0.01% -1,000 0 0.081    N/A

      18 Records Found
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