Portfolio (Quarterly)
Guide ↗
Wealth Advisors of Iowa, LLC
· CIK 0001803005| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | VBR | VANGUARD INDEX FDS | — | 928.0 | $225K | 0.06% | NEW | — | $242.90 | +1.6% |
| 82 | ABBV | ABBVIE INC | Healthcare | 882.0 | $222K | 0.06% | NEW | — | $251.60 | +1.5% |
| 83 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 1,213.0 | $219K | 0.06% | NEW | — | $180.91 | +6.1% |
| 84 | UNP | UNION PAC CORP | Industrials | 800.0 | $218K | 0.06% | NEW | — | $272.00 | +13.0% |
| 85 | WFC | WELLS FARGO & CO | Financial Services | 2,551.0 | $211K | 0.06% | NEW | — | $82.63 | +4.9% |
| 86 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 3,640.0 | $210K | 0.06% | NEW | — | $57.61 | +15.6% |
| 87 | ADBE | ADOBE INC | Technology | 990.0 | $203K | 0.06% | NEW | — | $205.02 | +42.2% |
| 88 | MCD | MCDONALDS CORP | Consumer Cyclical | 748.0 | $202K | 0.06% | NEW | — | $270.41 | -2.0% |
| 89 | SCHD | SCHWAB STRATEGIC TR | — | 6,322.0 | $200K | 0.05% | NEW | — | $31.71 | +10.1% |
| 90 | DIA | STATE STR SPDR DOW JONES IND | Financial Services | 383.0 | $200K | 0.05% | NEW | — | $522.39 | +2.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
34.5%
Financial Services
15.6%
Consumer Cyclical
14.0%
Industrials
11.8%
Consumer Defensive
8.1%
Healthcare
7.6%
Communication Services
5.1%
Utilities
1.9%
Energy
1.4%