HoldingsChannel.com
| Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR SER TR (SPTS) |
2,097,558 | +1,436,997 | $61,773 |
| SPTS | 2,097,558 | +1,436,997 | $61,773 |
| ISHARES TR (IVV) |
94,975 | -19,287 | $36,010 |
| IVV | 94,975 | -19,287 | $36,010 |
| SPDR SER TR (SPLG) |
512,576 | +8,074 | $22,727 |
| SPLG | 512,576 | +8,074 | $22,727 |
| ISHARES TR (USMV) |
217,353 | +3,719 | $15,260 |
| USMV | 217,353 | +3,719 | $15,260 |
| SPDR SER TR (SPYD) |
231,151 | UNCH | $10,159 |
| SPYD | 231,151 | UNCH | $10,159 |
| SPDR SER TR (SPYV) |
223,713 | +1,979 | $8,237 |
| SPYV | 223,713 | +1,979 | $8,237 |
| VANGUARD TAX MANAGED INTL FD (VEA) |
182,943 | +3,452 | $7,464 |
| VEA | 182,943 | +3,452 | $7,464 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
35,068 | UNCH | $5,531 |
| RSP | 35,068 | UNCH | $5,531 |
| ISHARES TR (IUSV) |
62,125 | -21,097 | $4,155 |
| IUSV | 62,125 | -21,097 | $4,155 |
| APPLE INC |
17,641 | +2,307 | $2,412 |
| AAPL | 17,641 | +2,307 | $2,412 |
 BERKSHIRE HATHAWAY INC DEL |
$2,267 | ||
| BRK.A | 3 | -3,093 | $1,227 |
| BRK.B | 3,808 | +3,805 | $1,040 |
| SELECT SECTOR SPDR TR (XLE) |
25,195 | -26,566 | $1,802 |
| XLE | 25,195 | -26,566 | $1,802 |
| RAYTHEON TECHNOLOGIES CORP |
1,291 | +1,291 | $1,244 |
| RTX | 1,291 | +1,291 | $1,244 |
| MICROSOFT CORP |
4,641 | +1,583 | $1,191 |
| MSFT | 4,641 | +1,583 | $1,191 |
| VERIZON COMMUNICATIONS INC |
23,133 | +289 | $1,174 |
| VZ | 23,133 | +289 | $1,174 |
| ISHARES TR (MUB) |
9,916 | -5,427 | $1,055 |
| MUB | 9,916 | -5,427 | $1,055 |
| COSTCO WHSL CORP NEW |
2,058 | +201 | $987 |
| COST | 2,058 | +201 | $987 |
| BRITISH AMERN TOB PLC |
22,902 | -4,853 | $983 |
| BTI | 22,902 | -4,853 | $983 |
| ALTRIA GROUP INC |
21,639 | +330 | $904 |
| MO | 21,639 | +330 | $904 |
| AMAZON COM INC |
8,320 | +8,024 | $883 |
| AMZN | 8,320 | +8,024 | $883 |
| ALPHABET INC |
389 | +64 | $851 |
| GOOG | 389 | +64 | $851 |
| ABBVIE INC |
4,549 | UNCH | $737 |
| ABBV | 4,549 | UNCH | $737 |
| ENBRIDGE INC |
17,207 | -588 | $728 |
| ENB | 17,207 | -588 | $728 |
| B&G FOODS INC NEW |
26,261 | UNCH | $708 |
| BGS | 26,261 | UNCH | $708 |
| INTERNATIONAL BUSINESS MACHS |
4,716 | +309 | $666 |
| IBM | 4,716 | +309 | $666 |
| AT&T INC |
29,010 | +2,064 | $608 |
| T | 29,010 | +2,064 | $608 |
| VISA INC |
3,023 | +393 | $595 |
| V | 3,023 | +393 | $595 |
| VANGUARD INDEX FDS (VTI) |
2,600 | UNCH | $592 |
| VTI | 2,600 | UNCH | $592 |
| VANGUARD SCOTTSDALE FDS (VGSH) |
9,849 | +9,849 | $580 |
| VGSH | 9,849 | +9,849 | $580 |
| VANGUARD INDEX FDS (VUG) |
1,498 | -825 | $557 |
| VUG | 1,498 | -825 | $557 |
| KINDER MORGAN INC DEL |
33,070 | +859 | $554 |
| KMI | 33,070 | +859 | $554 |
| SPDR SER TR (SPYG) |
10,399 | -134,408 | $544 |
| SPYG | 10,399 | -134,408 | $544 |
| LUMEN TECHNOLOGIES INC |
49,607 | +49,607 | $541 |
| LUMN | 49,607 | +49,607 | $541 |
| NEW YORK CMNTY BANCORP INC |
55,782 | -4,455 | $509 |
| NYCB | 55,782 | -4,455 | $509 |
| JOHNSON & JOHNSON |
2,574 | +390 | $456 |
| JNJ | 2,574 | +390 | $456 |
| DISNEY WALT CO |
4,674 | +4,674 | $441 |
| DIS | 4,674 | +4,674 | $441 |
| DOW INC |
8,228 | -275 | $425 |
| DOW | 8,228 | -275 | $425 |
| ADOBE SYSTEMS INCORPORATED |
1,118 | +70 | $410 |
| ADBE | 1,118 | +70 | $410 |
| BRISTOL MYERS SQUIBB CO |
5,306 | +91 | $409 |
| BMY | 5,306 | +91 | $409 |
| BP PLC |
13,841 | UNCH | $407 |
| BP | 13,841 | UNCH | $407 |
| CASEYS GEN STORES INC |
2,074 | +836 | $384 |
| CASY | 2,074 | +836 | $384 |
| META PLATFORMS INC |
2,352 | +455 | $380 |
| FB | 2,352 | +455 | $380 |
| PEPSICO INC |
2,129 | +647 | $355 |
| PEP | 2,129 | +647 | $355 |
| ALPHABET INC |
158 | +54 | $345 |
| GOOGL | 158 | +54 | $345 |
| JPMORGAN CHASE & CO |
3,023 | +856 | $340 |
| JPM | 3,023 | +856 | $340 |
| SPDR GOLD TR (GLD) |
2,000 | UNCH | $337 |
| GLD | 2,000 | UNCH | $337 |
| HOME DEPOT INC |
1,227 | +195 | $336 |
| HD | 1,227 | +195 | $336 |
| ENTERPRISE PROD PARTNERS L |
12,261 | -30,355 | $299 |
| EPD | 12,261 | -30,355 | $299 |
| MARRIOTT INTL INC NEW |
2,058 | UNCH | $280 |
| MAR | 2,058 | UNCH | $280 |
| PROCTER AND GAMBLE CO |
1,847 | +456 | $266 |
| PG | 1,847 | +456 | $266 |
See Full List: All Stocks Held By Wealth Advisors of Iowa LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Wealth Advisors of Iowa LLC
|
Size ($ in 1000's)
At 06/30/2022: $204,224 At 03/31/2022: $199,660 Wealth Advisors of Iowa LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Wealth Advisors of Iowa LLC 13F filings. Link to 13F filings: SEC filings |
