- New Purchases: BTI, MSOS, QQQ, NKE, IBM, CCO,
- Added Positions: VEA, USMV, RSP, IUSV, VTI, XLE, IJR, IEMG, T, PCY, VZ, BGS, MO, EPD, AAPL, FB, MAR, AMZN, HD, GM, DOW, GLD, COST, JPM, BRK.B, GOOGL, V, DIS, BP,
- Reduced Positions: IJH, VGSH, IVV, MJ, MUB, XOM, JNJ, PFE,
- Sold Out: AGG, LMT, NEAR, MINT,
For the details of Wealth Advisors of Iowa, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/wealth+advisors+of+iowa%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Wealth Advisors of Iowa, LLC- iShares Core MSCI Emerging Markets ETF (IEMG) - 333,890 shares, 11.67% of the total portfolio. Shares added by 1.45%
- Vanguard FTSE Developed Markets ETF (VEA) - 430,703 shares, 11.58% of the total portfolio. Shares added by 6.42%
- Invesco S&P 500 Equal Weight ETF (RSP) - 145,610 shares, 11.45% of the total portfolio. Shares added by 3.92%
- iShares Core S&P 500 ETF (IVV) - 43,386 shares, 9.73% of the total portfolio. Shares reduced by 1.27%
- ISHARES TRUST (IUSV) - 204,777 shares, 7.69% of the total portfolio. Shares added by 4.62%
Wealth Advisors of Iowa, LLC initiated holding in British American Tobacco PLC. The purchase prices were between $37.35 and $40.51, with an estimated average price of $39.13. The stock is now traded at around $38.360000. The impact to a portfolio due to this purchase was 0.23%. The holding were 11,325 shares as of 2021-06-30.
New Purchase: AdvisorShares Pure US Cannabis ETF (MSOS)Wealth Advisors of Iowa, LLC initiated holding in AdvisorShares Pure US Cannabis ETF. The purchase prices were between $37.55 and $43.59, with an estimated average price of $40.67. The stock is now traded at around $36.110000. The impact to a portfolio due to this purchase was 0.13%. The holding were 6,000 shares as of 2021-06-30.
New Purchase: PowerShares QQQ Trust Ser 1 (QQQ)Wealth Advisors of Iowa, LLC initiated holding in PowerShares QQQ Trust Ser 1. The purchase prices were between $316.52 and $354.99, with an estimated average price of $335.64. The stock is now traded at around $367.838200. The impact to a portfolio due to this purchase was 0.11%. The holding were 619 shares as of 2021-06-30.
New Purchase: Nike Inc (NKE)Wealth Advisors of Iowa, LLC initiated holding in Nike Inc. The purchase prices were between $127.11 and $155.95, with an estimated average price of $134.55. The stock is now traded at around $164.680000. The impact to a portfolio due to this purchase was 0.11%. The holding were 1,422 shares as of 2021-06-30.
New Purchase: International Business Machines Corp (IBM)Wealth Advisors of Iowa, LLC initiated holding in International Business Machines Corp. The purchase prices were between $131.18 and $151.28, with an estimated average price of $142.75. The stock is now traded at around $142.390000. The impact to a portfolio due to this purchase was 0.1%. The holding were 1,365 shares as of 2021-06-30.
New Purchase: Clear Channel Outdoor Holdings Inc (CCO)Wealth Advisors of Iowa, LLC initiated holding in Clear Channel Outdoor Holdings Inc. The purchase prices were between $1.8 and $2.98, with an estimated average price of $2.38. The stock is now traded at around $2.391000. The impact to a portfolio due to this purchase was 0.01%. The holding were 10,000 shares as of 2021-06-30.
Added: AT&T Inc (T)Wealth Advisors of Iowa, LLC added to a holding in AT&T Inc by 33.81%. The purchase prices were between $28.65 and $32.63, with an estimated average price of $30.11. The stock is now traded at around $28.100000. The impact to a portfolio due to this purchase was 0.16%. The holding were 41,727 shares as of 2021-06-30.
Added: Verizon Communications Inc (VZ)Wealth Advisors of Iowa, LLC added to a holding in Verizon Communications Inc by 28.95%. The purchase prices were between $55.82 and $59.52, with an estimated average price of $57.4. The stock is now traded at around $55.715000. The impact to a portfolio due to this purchase was 0.11%. The holding were 16,259 shares as of 2021-06-30.
Added: B&G Foods Inc (BGS)Wealth Advisors of Iowa, LLC added to a holding in B&G Foods Inc by 43.83%. The purchase prices were between $28.63 and $34.12, with an estimated average price of $30.8. The stock is now traded at around $29.770000. The impact to a portfolio due to this purchase was 0.08%. The holding were 15,030 shares as of 2021-06-30.
Added: Enterprise Products Partners LP (EPD)Wealth Advisors of Iowa, LLC added to a holding in Enterprise Products Partners LP by 21.07%. The purchase prices were between $22.02 and $25.44, with an estimated average price of $23.62. The stock is now traded at around $23.796300. The impact to a portfolio due to this purchase was 0.06%. The holding were 26,718 shares as of 2021-06-30.
Added: Altria Group Inc (MO)Wealth Advisors of Iowa, LLC added to a holding in Altria Group Inc by 24.02%. The purchase prices were between $46.31 and $52.31, with an estimated average price of $49.19. The stock is now traded at around $47.461000. The impact to a portfolio due to this purchase was 0.06%. The holding were 11,877 shares as of 2021-06-30.
Added: Marriott International Inc (MAR)Wealth Advisors of Iowa, LLC added to a holding in Marriott International Inc by 22.71%. The purchase prices were between $135 and $151.62, with an estimated average price of $144.27. The stock is now traded at around $139.145000. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,161 shares as of 2021-06-30.
Sold Out: iShares Core U.S. Aggregate Bond ETF (AGG)Wealth Advisors of Iowa, LLC sold out a holding in iShares Core U.S. Aggregate Bond ETF. The sale prices were between $113.17 and $115.17, with an estimated average price of $114.24.
Sold Out: Lockheed Martin Corp (LMT)Wealth Advisors of Iowa, LLC sold out a holding in Lockheed Martin Corp. The sale prices were between $369.5 and $394.1, with an estimated average price of $384.02.
Sold Out: BTC BlackRock Short Maturity Bond ETF (NEAR)Wealth Advisors of Iowa, LLC sold out a holding in BTC BlackRock Short Maturity Bond ETF. The sale prices were between $50.05 and $50.15, with an estimated average price of $50.11.
Sold Out: PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT)Wealth Advisors of Iowa, LLC sold out a holding in PIMCO Enhanced Short Maturity Active Exchange-Trad. The sale prices were between $101.76 and $101.99, with an estimated average price of $101.89.
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