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Wealth Advisors of Iowa, LLC Historic Quarter Change: USA Stocks, New

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Wealth Advisors of Iowa, LLC historic quarter change: USA Stocks, New

In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Wealth Advisors of Iowa, LLC opened 38 positions, added to 181, reduced 120 and sold out of 28.

  • Q2 2026: Stock ABBV; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock UNP; Country of operation United States; Class COM; Shares before 0.
  • Q1 2026: Stock BMY; Country of operation United States; Class COM; Shares before 0.
  • Q1 2026: Stock VZ; Country of operation United States; Class COM; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1803005), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-30); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-05); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-11); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-03-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026ABBV
ABBVIE INC		United StatesCOM0882+882$0$221,914+$221,9142026-07-30
Q2 2026UNP
UNION PAC CORP		United StatesCOM0800+800$0$217,600+$217,6002026-07-30
Q1 2026BMY
BRISTOL-MYERS SQUIBB CO		United StatesCOM03,607+3,607$0$218,760+$218,7602026-05-13
Q1 2026VZ
VERIZON COMMUNICATIONS INC		United StatesCOM04,100+4,100$0$205,829+$205,8292026-05-13
Q1 2026WFC
WELLS FARGO & CO		United StatesCOM02,549+2,549$0$202,898+$202,8982026-05-13
Q4 2025MRK
MERCK & CO INC		United StatesCOM02,385+2,385$0$251,041+$251,0412026-02-05
Q3 2025JNJ
JOHNSON & JOHNSON		United StatesCOM01,216+1,216$0$225,400+$225,4002025-11-14
Q3 2025CAT
CATERPILLAR INC		United StatesCOM0468+468$0$223,346+$223,3462025-11-14
Q3 2025CVX
CHEVRON CORP NEW		United StatesCOM01,386+1,386$0$215,287+$215,2872025-11-14
Q3 2025T
AT&T INC		United StatesCOM07,364+7,364$0$207,969+$207,9692025-11-14
Q3 2025VFF
VILLAGE FARMS INTL INC		COM018,575+18,575$0$58,140+$58,1402025-11-14
Q2 2025NFLX
NETFLIX INC		United StatesCOM0219+219$0$293,270+$293,2702025-08-12
Q2 2025ORCL
ORACLE CORP		United StatesCOM01,065+1,065$0$232,841+$232,8412025-08-12
Q2 2025AMAT
APPLIED MATLS INC		United StatesCOM01,245+1,245$0$227,922+$227,9222025-08-12
Q2 2025AMD
ADVANCED MICRO DEVICES INC		United StatesCOM01,578+1,578$0$223,918+$223,9182025-08-12
Q2 2025SLV
ISHARES SILVER TR		United StatesISHARES06,822+6,822$0$223,830+$223,8302025-08-12
Q2 2025NKE
NIKE INC		United StatesCL B02,920+2,920$0$207,436+$207,4362025-08-12
Q2 2025DIS
DISNEY WALT CO		United StatesCOM01,663+1,663$0$206,244+$206,2442025-08-12
Q1 2025SYK
STRYKER CORPORATION		United StatesCOM01,769+1,769$0$658,654+$658,6542025-05-12
Q1 2025PM
PHILIP MORRIS INTL INC		United StatesCOM01,635+1,635$0$259,517+$259,5172025-05-12
Q1 2025KO
COCA COLA CO		United StatesCOM03,097+3,097$0$221,787+$221,7872025-05-12
Q1 2025BMY
BRISTOL-MYERS SQUIBB CO		United StatesCOM03,547+3,547$0$216,315+$216,3152025-05-12
Q1 2025RTX
RTX CORPORATION		United StatesCOM01,625+1,625$0$215,275+$215,2752025-05-12
Q4 2024TSLA
TESLA INC		United StatesCOM0852+852$0$344,072+$344,0722025-02-11
Q4 2024T
AT&T INC		United StatesCOM09,417+9,417$0$214,435+$214,4352025-02-11
Q3 2024BRKB
BERKSHIRE HATHAWAY INC DEL		CL B NEW03,650+3,650$0$1,679,949+$1,679,9492024-11-12
Q3 2024GOOGL
ALPHABET INC		United StatesCAP STK CL A03,122+3,122$0$517,820+$517,8202024-11-12
Q3 2024KR
KROGER CO		United StatesCOM04,000+4,000$0$229,200+$229,2002024-11-12
Q3 2024KO
COCA COLA CO		United StatesCOM03,068+3,068$0$220,482+$220,4822024-11-12
Q3 2024ITW
ILLINOIS TOOL WKS INC		United StatesCOM0840+840$0$220,139+$220,1392024-11-12
Q3 2024WMT
WALMART INC		United StatesCOM02,702+2,702$0$218,197+$218,1972024-11-12
Q3 2024AVGO
BROADCOM INC		United StatesCOM01,160+1,160$0$200,100+$200,1002024-11-12
Q2 2024RTX
RTX CORPORATION		United StatesCOM02,084+2,084$0$236,327+$236,3272024-08-13
Q2 2024T
AT&T INC		United StatesCOM07,074+7,074$0$220,679+$220,6792024-08-13
Q1 2024XOMXXXX
EXXON MOBIL CORP		COM02,111+2,111$0$245,326+$245,3262024-05-07
Q1 2024KR
KROGER CO		United StatesCOM04,000+4,000$0$228,520+$228,5202024-05-07
Q1 2024VZ
VERIZON COMMUNICATIONS INC		United StatesCOM05,135+5,135$0$215,469+$215,4692024-05-07
Q1 2024GLD
SPDR GOLD TR		United StatesGOLD SHS01,030+1,030$0$211,891+$211,8912024-05-07

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