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CIK: 0001166928
Total reported value
$233.8M
$233.8M
101 檔
25.5%
At the close of Q1 2024, West Bancorporation Inc disclosed equity holdings valued at approximately $233.8M, spread across 101 reported holdings.
During Q1 2024, West Bancorporation Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AELUSD, IWF, IWD) accounted for 25.5% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AELUSD | American Equity Invt Life Hl | Stock-Other | 13.13% | — | — | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 7.74% | -0.04% | -2.97% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-Other | 6.67% | -0.49% | -4.82% | |
| 4 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 6.40% | +0.27% | -4.44% | |
| 5 | WTBA | West Bancorporation | Stock-Other | 5.19% | -0.25% | -0.56% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.18% | -0.06% | -3.16% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.76% | -0.24% | +1.63% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.23% | -0.15% | -5.89% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.00% | -0.08% | -0.07% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.70% | -0.31% | -10.82% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.47% | +0.06% | -11.68% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.41% | -0.10% | -7.26% | |
| 13 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 1.98% | — | +69.03% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-Other | 1.81% | +0.10% | -21.67% | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 1.81% | +1.36% | +2.17% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.64% | -0.14% | -9.06% | |
| 17 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 1.62% | -0.18% | EXIT | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 1.52% | +0.49% | -22.37% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.29% | -0.62% | +2.73% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.21% | -0.13% | -7.96% | |
| 21 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.21% | — | +125.84% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.17% | +3.09% | +4.79% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.95% | -0.11% | — | |
| 24 | HON | Honeywell International Inc | Stock-Industrials | 0.93% | -0.02% | -18.54% | |
| 25 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.90% | — | -30.03% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.71% | -0.10% | -11.06% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.70% | -0.15% | -1.30% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.65% | -0.01% | -10.09% | |
| 29 | SO | Southern Co/the | Stock-Utilities | 0.65% | -0.13% | — | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.64% | -0.11% | -18.61% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.62% | -0.06% | -3.79% | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.62% | -0.36% | EXIT | |
| 33 | PFG | Principal Financial Group | Stock-Financials | 0.60% | +0.06% | — | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.57% | -0.13% | -0.97% | |
| 35 | ABT | Abbott Laboratories | Stock-Healthcare | 0.56% | -0.08% | — | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.52% | -0.04% | -10.33% | |
| 37 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.51% | -0.05% | -11.60% | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.49% | +0.10% | -8.07% | |
| 39 | PFE | Pfizer Inc | Stock-Healthcare | 0.45% | -0.09% | -6.34% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.43% | -0.11% | -15.98% | |
| 41 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.41% | -0.03% | — | |
| 42 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.39% | — | -50.80% | |
| 43 | WFC | Wells Fargo & Co | Stock-Financials | 0.36% | -0.05% | -1.05% | |
| 44 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.35% | — | +2.94% | |
| 45 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.33% | -0.06% | — | |
| 46 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.31% | — | +0.39% | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.30% | — | -2.07% | |
| 48 | BX | Blackstone Inc | Stock-Financials | 0.30% | — | -17.97% | |
| 49 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.29% | -0.07% | -63.78% | |
| 50 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.28% | — | — |
According to official SEC Form 13F filings, West Bancorporation Inc reported a total U.S. public equity portfolio value of $233.8M across 101 disclosed positions in Q1 2024.
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During Q1 2024, West Bancorporation Inc's top holdings by market value included AELUSD (13.1%)、IWF (7.7%)、IWD (6.7%). The largest single position, AELUSD, represented 13.1% of total portfolio value.
In Q1 2024, West Bancorporation Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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