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CIK: 0001166928
Total reported value
$233.8M
$233.8M
95 檔
22.0%
At the close of Q4 2024, West Bancorporation Inc disclosed equity holdings valued at approximately $233.8M, spread across 95 reported holdings.
In Q4 2024, West Bancorporation Inc adopted a defensive or profit-taking posture, trimming 18 positions and completely liquidating 10 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 8.95% | -0.04% | -2.97% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 7.03% | -0.49% | +1.09% | |
| 3 | WTBA | West Bancorporation | Stock-Other | 6.16% | -0.25% | -1.58% | |
| 4 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 5.86% | +0.27% | -3.96% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.77% | -0.08% | +18.81% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.45% | -0.24% | -2.60% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.59% | -0.06% | — | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.88% | -0.15% | +12.62% | |
| 9 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 3.70% | — | -6.55% | |
| 10 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 3.31% | -0.27% | — | |
| 11 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.87% | — | -5.91% | |
| 12 | VUG | Vanguard Growth ETF | ETF-Other | 2.76% | +1.36% | +19.92% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 2.46% | +0.10% | +18.15% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 2.46% | -0.14% | -0.82% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 2.32% | -0.31% | -4.36% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.11% | -0.10% | -4.48% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.85% | +0.06% | -8.30% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 1.50% | +0.49% | -4.62% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.45% | -0.62% | +12.45% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.40% | +3.09% | +16.79% | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.06% | -0.13% | +193.94% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.87% | -0.11% | -0.77% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.84% | -0.11% | -0.72% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | -0.10% | -1.19% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.82% | -0.15% | -5.81% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.76% | -0.06% | -1.70% | |
| 27 | SO | Southern Co/the | Stock-Utilities | 0.75% | -0.13% | — | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.64% | -0.11% | +5.31% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.64% | -0.01% | — | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.58% | -0.13% | — | |
| 31 | PFG | Principal Financial Group | Stock-Financials | 0.54% | +0.06% | — | |
| 32 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.52% | -0.24% | — | |
| 33 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.52% | -0.18% | +62.77% | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.49% | -0.36% | EXIT | |
| 35 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.48% | -0.05% | -3.82% | |
| 36 | HON | Honeywell International Inc | Stock-Industrials | 0.44% | -0.02% | — | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.44% | -0.14% | — | |
| 38 | WFC | Wells Fargo & Co | Stock-Financials | 0.44% | -0.05% | — | |
| 39 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.42% | -0.03% | — | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.41% | +0.80% | — | |
| 41 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.40% | — | +9.65% | |
| 42 | PFE | Pfizer Inc | Stock-Healthcare | 0.39% | -0.09% | — | |
| 43 | ABT | Abbott Laboratories | Stock-Healthcare | 0.38% | -0.08% | -10.27% | |
| 44 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.36% | -0.18% | EXIT | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.36% | -0.04% | -12.05% | |
| 46 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.35% | +0.03% | -12.25% | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.34% | +0.10% | — | |
| 48 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.34% | -0.06% | — | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.34% | — | — | |
| 50 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.34% | -0.01% | +5.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +0.9% | +18.81% | Add |
| 2 | WTBA | West Bancorporation | +0.6% | -1.58% | Trim |
| 3 | VUG | Vanguard Growth ETF | +0.6% | +19.92% | Add |
| 4 | BAM | Brookfield Asset Mgmt-a | +0.4% | — | Unchanged |
| 5 | VYM | Vanguard High Dvd Yield ETF | +0.4% | +12.62% | Add |
| 6 | VB | Vanguard Small-cap ETF | +0.4% | +18.15% | Add |
| 7 | IWF | Ishares Russell 1000 Growth | +0.2% | -2.97% | Trim |
| 8 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | NEW | New buy |
| 9 | VO | Vanguard Mid-cap ETF | +0.2% | +16.79% | Add |
| 10 | DECK | Deckers Outdoor CORP | +0.2% | NEW | New buy |
| 11 | VEU | Vanguard Ftse All-world Ex-u | +0.2% | +62.77% | Add |
| 12 | GNRC | Generac Holdings Inc | +0.2% | NEW | New buy |
| 13 | GLD | Spdr Gold Shares | +0.2% | NEW | New buy |
| 14 | CDNS | Cadence Design Sys Inc | +0.2% | NEW | New buy |
| 15 | V | Visa Inc-class A Shares | +0.1% | NEW | New buy |
| 16 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +12.45% | Add |
| 17 | AAPL | Apple Inc | +0.1% | -0.82% | Trim |
| 18 | AMZN | Amazon.com Inc | +0.1% | +5.31% | Add |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | -1.19% | Trim |
| 20 | WFC | Wells Fargo & Co | +0.1% | — | Unchanged |
| 21 | GOOG | Alphabet Inc-cl C | +0.1% | -1.70% | Trim |
| 22 | NVDA | Nvidia CORP | +0.1% | -0.77% | Trim |
| 23 | MA | Mastercard Inc - A | +0.1% | +26.11% | Add |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 25 | RSP | Invesco S&p 500 Equal Weight | -0.1% | -12.25% | Trim |
| 26 | PFG | Principal Financial Group | -0.1% | — | Unchanged |
| 27 | SO | Southern Co/the | -0.1% | — | Unchanged |
| 28 | ABBV | Abbvie Inc | -0.1% | — | Unchanged |
| 29 | EFA | Ishares Msci Eafe ETF | -0.1% | -12.05% | Trim |
| 30 | PEP | Pepsico Inc | -0.1% | -8.74% | Trim |
| 31 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | -0.72% | Trim |
| 32 | IDV | Ishares International Select | -0.1% | EXIT | Sold out |
| 33 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | Sold out |
| 34 | GEHC | GE Healthcare Technology | -0.1% | EXIT | Sold out |
| 35 | CPRT | Copart Inc | -0.1% | EXIT | Sold out |
| 36 | UPS | United Parcel Service-cl B | -0.1% | EXIT | Sold out |
| 37 | IWM | Ishares Russell 2000 ETF | -0.1% | -4.48% | Trim |
| 38 | MTD | Mettler-toledo International | -0.2% | EXIT | Sold out |
| 39 | TMO | Thermo Fisher Scientific Inc | -0.2% | EXIT | Sold out |
| 40 | VTV | Vanguard Value ETF | -0.2% | -4.62% | Trim |
| 41 | BUD | Anheuser-busch Inbev-spn Adr | -0.2% | EXIT | Sold out |
| 42 | DON | Wisdomtree US Midcap Dividen | -0.2% | -32.70% | Trim |
| 43 | DES | Wisdomtree US Smallcap Divid | -0.2% | EXIT | Sold out |
| 44 | MSFT | Microsoft CORP | -0.2% | -4.36% | Trim |
| 45 | IWD | Ishares Russell 1000 Value E | -0.2% | +1.09% | Add |
| 46 | MRK | Merck & Co. Inc. | -0.3% | EXIT | Sold out |
| 47 | COWZ | Pacer US Cash Cows 100 ETF | -0.3% | -5.91% | Trim |
| 48 | IWR | Ishares Russell Mid-cap ETF | -0.3% | -3.96% | Trim |
| 49 | VEA | Vanguard Ftse Developed ETF | -0.4% | -8.30% | Trim |
| 50 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | -0.6% | -6.55% | Trim |
According to official SEC Form 13F filings, West Bancorporation Inc reported a total U.S. public equity portfolio value of $233.8M across 95 disclosed positions in Q4 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, WTBA) accounted for 22.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
VTI
市值: $288.9K
Top Position Liquidated / Trimmed
MRK
前期市值: $393.5K
During Q4 2024, West Bancorporation Inc's top holdings by market value included IWF (8.9%)、IWD (7.0%)、WTBA (6.2%). The largest single position, IWF, represented 8.9% of total portfolio value.
In Q4 2024, West Bancorporation Inc made 44 total portfolio adjustments, initiating 6 new buys, adding to 10 positions, trimming 18 holdings, and fully liquidating 10 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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