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CIK: 0001166928
Total reported value
$233.8M
$233.8M
99 檔
21.4%
In Q3 2024, West Bancorporation Inc's U.S. equity holdings reached a combined market value of $233.8M, distributed across 99 disclosed stock positions.
In Q3 2024, West Bancorporation Inc displayed an active expansion posture, initiating 8 new positions and adding to 16 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 8.75% | -0.04% | +1.46% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 7.24% | -0.49% | +1.37% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 6.18% | +0.27% | -3.64% | |
| 4 | WTBA | West Bancorporation | Stock-Other | 5.59% | -0.25% | -0.34% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.56% | -0.24% | +18.67% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.83% | -0.08% | +34.13% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.56% | -0.06% | — | |
| 8 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 4.25% | — | +9.63% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.51% | -0.15% | -1.90% | |
| 10 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 3.17% | — | +9.54% | |
| 11 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 2.94% | -0.27% | -20.64% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.52% | -0.31% | -4.46% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.34% | -0.14% | +0.77% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.27% | +0.06% | -4.80% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.25% | -0.10% | -0.83% | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 2.19% | +1.36% | +1.02% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 2.09% | +0.10% | -2.76% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 1.65% | +0.49% | -1.40% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.32% | -0.62% | -0.85% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.22% | +3.09% | — | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.14% | -0.13% | -3.70% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.96% | -0.11% | -5.74% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.85% | -0.15% | +0.84% | |
| 24 | SO | Southern Co/the | Stock-Utilities | 0.83% | -0.13% | — | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.80% | -0.11% | +3.22% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.76% | -0.10% | +1.04% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.72% | -0.01% | — | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.69% | -0.06% | +1.76% | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.62% | -0.13% | — | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.61% | -0.36% | EXIT | |
| 31 | PFG | Principal Financial Group | Stock-Financials | 0.61% | +0.06% | — | |
| 32 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.55% | -0.18% | EXIT | |
| 33 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.54% | -0.24% | — | |
| 34 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.54% | -0.05% | — | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.53% | -0.11% | +2.22% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.46% | -0.04% | -2.56% | |
| 37 | ABT | Abbott Laboratories | Stock-Healthcare | 0.44% | -0.08% | — | |
| 38 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.44% | -0.03% | — | |
| 39 | PFE | Pfizer Inc | Stock-Healthcare | 0.43% | -0.09% | — | |
| 40 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.41% | +0.03% | +11.19% | |
| 41 | HON | Honeywell International Inc | Stock-Industrials | 0.41% | -0.02% | — | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.40% | -0.14% | — | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.40% | +0.80% | — | |
| 44 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.36% | — | +2.39% | |
| 45 | WFC | Wells Fargo & Co | Stock-Financials | 0.36% | -0.05% | — | |
| 46 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.35% | -0.18% | +1.98% | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.35% | — | — | |
| 48 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.35% | -0.06% | — | |
| 49 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.32% | -0.01% | +4.68% | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.31% | +0.10% | -2.43% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +1.1% | +34.13% | Add |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.6% | +18.67% | Add |
| 3 | DON | Wisdomtree US Midcap Dividen | +0.6% | NEW | New buy |
| 4 | JEPI | Jpmorgan Equity Premium Inco | +0.5% | NEW | New buy |
| 5 | WMT | Walmart Inc | +0.4% | NEW | New buy |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | NEW | New buy |
| 7 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | +0.2% | +9.63% | Add |
| 8 | VICI | Vici Properties Inc | +0.2% | NEW | New buy |
| 9 | SHW | Sherwin-williams Co/the | +0.2% | NEW | New buy |
| 10 | COWZ | Pacer US Cash Cows 100 ETF | +0.2% | +9.54% | Add |
| 11 | TMO | Thermo Fisher Scientific Inc | +0.2% | NEW | New buy |
| 12 | GEHC | GE Healthcare Technology | +0.1% | NEW | New buy |
| 13 | IBM | Intl Business Machines CORP | +0.1% | — | Unchanged |
| 14 | SO | Southern Co/the | 0% | — | Unchanged |
| 15 | MCD | Mcdonald's CORP | 0% | — | Unchanged |
| 16 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 17 | RSP | Invesco S&p 500 Equal Weight | 0% | +11.19% | Add |
| 18 | FISV | Fiserv Inc | 0% | +3.84% | Add |
| 19 | AAPL | Apple Inc | 0% | +0.77% | Add |
| 20 | UNH | Unitedhealth Group Inc | 0% | +2.48% | Add |
| 21 | SPOT | Spotify Technology S.A. | 0% | +3.38% | Add |
| 22 | FAST | Fastenal Co | 0% | +1.87% | Add |
| 23 | SDY | Ss Spdr S&p Dividend ETF | — | — | Unchanged |
| 24 | ABT | Abbott Laboratories | — | — | Unchanged |
| 25 | PFG | Principal Financial Group | 0% | — | Unchanged |
| 26 | VOOV | Vanguard S&p 500 Value ETF | 0% | — | Unchanged |
| 27 | VO | Vanguard Mid-cap ETF | 0% | — | Unchanged |
| 28 | JPM | Jpmorgan Chase & Co | 0% | +1.04% | Add |
| 29 | IWD | Ishares Russell 1000 Value E | 0% | +1.37% | Add |
| 30 | VIG | Vanguard Dividend Apprec ETF | 0% | -0.85% | Trim |
| 31 | VTV | Vanguard Value ETF | -0.1% | -1.40% | Trim |
| 32 | COST | Costco Wholesale CORP | -0.1% | +0.84% | Add |
| 33 | IWM | Ishares Russell 2000 ETF | -0.1% | -0.83% | Trim |
| 34 | SCHD | Schwab US Dvd Equity ETF | -0.1% | -3.70% | Trim |
| 35 | P | Everpure Inc-a | -0.1% | — | Unchanged |
| 36 | APH | Amphenol Corp-cl A | -0.1% | -24.37% | Trim |
| 37 | DES | Wisdomtree US Smallcap Divid | -0.1% | -28.78% | Trim |
| 38 | VB | Vanguard Small-cap ETF | -0.1% | -2.76% | Trim |
| 39 | GOOG | Alphabet Inc-cl C | -0.1% | +1.76% | Add |
| 40 | BLKCHF | Blackrock Inc | -0.2% | EXIT | Sold out |
| 41 | VUG | Vanguard Growth ETF | -0.2% | +1.02% | Add |
| 42 | VYM | Vanguard High Dvd Yield ETF | -0.2% | -1.90% | Trim |
| 43 | CASY | Casey's General Stores Inc | -0.2% | EXIT | Sold out |
| 44 | VEA | Vanguard Ftse Developed ETF | -0.2% | -4.80% | Trim |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | — | Unchanged |
| 46 | WTBA | West Bancorporation | -0.3% | -0.34% | Trim |
| 47 | IWR | Ishares Russell Mid-cap ETF | -0.4% | -3.64% | Trim |
| 48 | BAM | Brookfield Asset Mgmt-a | -0.4% | -20.64% | Trim |
| 49 | MSFT | Microsoft CORP | -0.5% | -4.46% | Trim |
| 50 | IWF | Ishares Russell 1000 Growth | -0.5% | +1.46% | Add |
According to official SEC Form 13F filings, West Bancorporation Inc reported a total U.S. public equity portfolio value of $233.8M across 99 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IWF, IWD, IWR) accounted for 21.4% of total reported equity market value during Q3 2024.
Top New Position Initiated
DON
市值: $819.1K
Top Position Liquidated / Trimmed
CASY
前期市值: $244.2K
During Q3 2024, West Bancorporation Inc's top holdings by market value included IWF (8.8%)、IWD (7.2%)、IWR (6.2%). The largest single position, IWF, represented 8.8% of total portfolio value.
In Q3 2024, West Bancorporation Inc made 39 total portfolio adjustments, initiating 8 new buys, adding to 16 positions, trimming 13 holdings, and fully liquidating 2 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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