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WEST BANCORPORATION INC

3330 WESTOWN PARKWAY, WEST DES MOINES, IA 50266 • 5152222309

Q2 2025 · Filed 2025-07-24
Market Value
$153M
+7.3%
Holdings
99
+1
New Purchases
7
Added To
8
Closed
3
Reduced
53
Top 10 Concentration
57.0%
Turnover
10.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VYMI 3.61% 0.00% +3.61% $6M
MSFT 2.65% 2.19% +0.47% $4M
META 0.41% 0.00% +0.41% $625K
VUG 2.91% 2.70% +0.21% $4M
CASY 0.18% 0.00% +0.18% $278K
VYM 5.70% 5.52% +0.18% $9M
IWF 8.83% 8.67% +0.17% $14M
IDV 0.16% 0.00% +0.16% $248K
P 0.16% 0.00% +0.16% $248K
LRCX 0.16% 0.00% +0.16% $246K
GNRC 0.14% 0.00% +0.14% $209K
NVDA 0.78% 0.65% +0.13% $1M
JPM 1.02% 0.93% +0.09% $2M
APH 0.24% 0.18% +0.07% $373K
RSP 0.38% 0.32% +0.07% $582K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
COWZ 0.19% 1.43% -1.23% $295K
CALF 0.50% 1.30% -0.80% $766K
WTBA 5.48% 6.02% -0.53% $8M
IWR 5.90% 6.35% -0.46% $9M
IWD 8.07% 8.52% -0.45% $12M
AAPL 1.96% 2.31% -0.35% $3M
UNH 0.00% 0.28% -0.28% $0
DD 0.00% 0.22% -0.22% $0
FI 0.00% 0.18% -0.18% $0
IVV 5.47% 5.65% -0.18% $8M
ABBV 0.64% 0.80% -0.16% $982K
VB 3.59% 3.74% -0.15% $5M
IWM 2.02% 2.17% -0.14% $3M
SPY 4.54% 4.67% -0.14% $7M
SCHD 0.93% 1.05% -0.12% $1M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 84.1%
Technology 6.0%
Consumer Defensive 2.3%
Communication Services 1.9%
Healthcare 1.8%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 33 $61M 39.7%
Large Cap 59 $81M 53.1%
Mid Cap 5 $2M 1.5%
Small Cap 2 $9M 5.6%

Portfolio Analytics

Avg Market Cap
$413.8B
Median Market Cap
$105.3B
Avg P/E
32.6
Median P/E
28.3
Avg Dividend Yield
0.02%
Avg Beta
0.86
# Stocks
62
# ETFs / Funds
37

Top Holdings (99 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IWF 8.83% 31,855 $14M $424.58 $1M -2,390 -7.0%
2 IWD 8.07% 63,614 $12M $194.23 $198K -999 -1.6%
3 IWR 5.90% 98,183 $9M $91.97 -$38K -8,407 -7.9%
4 VOO 5.80% 15,647 $9M $568.03 $542K -593 -3.6%
5 VYM 5.70% 65,490 $9M $133.31 $851K +4,392 +7.2%
6 WTBA 5.48% 427,722 $8M $19.63 -$189K -2,835 -0.7%
7 IVV 5.47% 13,492 $8M $620.90 $314K -858 -6.0%
8 SPY 4.54% 11,246 $7M $617.85 $279K -676 -5.7%
9 VYMI 3.61% 68,988 $6M $80.11 +68,988 NEW
10 VB 3.59% 23,198 $5M $236.98 $159K -875 -3.6%
11 VUG 2.91% 10,164 $4M $438.40 $603K -225 -2.2%
12 VEA 2.78% 74,723 $4M $57.01 $375K -1,700 -2.2%
13 MSFT 2.65% 8,174 $4M $497.41 $943K -145 -1.7%
14 IWM 2.02% 14,350 $3M $215.79 $6K -1,143 -7.4%
15 AAPL 1.96% 14,617 $3M $205.17 -$301K -239 -1.6%
16 VO 1.78% 9,761 $3M $279.83 $189K -70 -0.7%
17 VTV 1.59% 13,783 $2M $176.74 $185K +751 +5.8%
18 VIG 1.57% 11,712 $2M $204.67 $118K -37 -0.3%
19 JPM 1.02% 5,375 $2M $289.91 $234K -25 -0.5%
20 SCHD 0.93% 53,554 $1M $26.50 -$78K
21 IEFA 0.91% 16,767 $1M $83.48 $124K -95 -0.6%
22 COST 0.87% 1,348 $1M $989.94 $57K -3 -0.2%
23 VEU 0.86% 19,632 $1M $67.22 $114K -248 -1.2%
24 SO 0.83% 13,820 $1M $91.83 -$2K
25 NVDA 0.78% 7,605 $1M $157.99 $274K -950 -11.1%
26 GOOG 0.69% 5,995 $1M $177.39 $120K -47 -0.8%
27 AMZN 0.65% 4,517 $991K $219.39 $121K -57 -1.2%
28 ABBV 0.64% 5,292 $982K $185.62 -$164K -179 -3.3%
29 MCD 0.58% 3,054 $892K $292.17 -$62K
30 PFG 0.55% 10,610 $843K $79.43 -$52K
31 CALF 0.50% 19,230 $766K $39.81 -$1M -30,200 -61.1%
32 WFC 0.49% 9,450 $757K $80.12 $79K
33 WMT 0.48% 7,440 $727K $97.78 $74K
34 IBM 0.46% 2,365 $697K $294.78 $109K
35 HON 0.45% 2,984 $695K $232.88 $63K
36 JEPI 0.44% 11,775 $669K $56.85 -$101K -1,710 -12.7%
37 VOOV 0.43% 3,450 $651K $188.71 $16K
38 ABT 0.42% 4,689 $638K $136.01 -$9K -186 -3.8%
39 META 0.41% 847 $625K $738.09 +847 NEW
40 BRK-B 0.40% 1,259 $612K $485.77 -$14K +85 +7.2%
41 PEP 0.39% 4,565 $603K $132.04 -$133K -342 -7.0%
42 CSCO 0.38% 8,410 $583K $69.38 $41K -388 -4.4%
43 RSP 0.38% 3,203 $582K $181.74 $133K +608 +23.4%
44 QQQ 0.38% 1,050 $579K $551.64 $5K -175 -14.3%
45 ITOT 0.37% 4,178 $564K $135.04 $27K -225 -5.1%
46 LLY 0.36% 701 $546K $779.53 $80K +136 +24.1%
47 EFA 0.35% 6,023 $538K $89.39 $46K
48 PFE 0.34% 21,350 $518K $24.24 -$52K -1,113 -5.0%
49 FAST 0.29% 10,670 $448K $42.00 $31K +5,291 +98.4%
50 GSLC 0.29% 3,646 $443K $121.38 $41K
51 SPOT 0.29% 572 $439K $767.34 $80K -81 -12.4%
52 ROST 0.29% 3,439 $439K $127.58 -$722
53 SDY 0.27% 3,091 $420K $135.73 -$105K -777 -20.1%
54 APH 0.24% 3,777 $373K $98.75 $121K -58 -1.5%
55 DON 0.24% 7,281 $365K $50.12 -$20K -500 -6.4%
56 ADM 0.24% 6,859 $362K $52.78 $33K
57 MA 0.24% 642 $361K $561.94 $4K -9 -1.4%
58 T 0.23% 11,919 $345K $28.94 $8K
59 CTVA 0.21% 4,330 $323K $74.53 $50K
60 MO 0.21% 5,499 $322K $58.63 -$54K -780 -12.4%
61 NOW 0.21% 310 $319K $1,028.08 $111K +49 +18.8%
62 PG 0.21% 1,999 $318K $159.32 -$22K
63 BSX 0.20% 2,870 $308K $107.41 $15K -35 -1.2%
64 CVX 0.20% 2,103 $301K $143.19 -$51K
65 CDNS 0.20% 976 $301K $308.15 $49K -13 -1.3%
66 COWZ 0.19% 5,355 $295K $55.10 -$2M -31,800 -85.6%
67 AEP 0.19% 2,821 $293K $103.76 -$20K -40 -1.4%
68 INTU 0.19% 371 $292K $787.63 $62K -4 -1.1%
69 GLD 0.19% 934 $285K $304.83 $16K
70 CASY 0.18% 545 $278K $510.27 +545 NEW
71 EOG 0.18% 2,252 $269K $119.61 -$22K -22 -1.0%
72 PM 0.17% 1,445 $263K $182.13 $34K
73 XLK 0.17% 1,028 $260K $253.23 $48K
74 PEG 0.17% 3,039 $256K $84.18 $6K
75 XOM 0.17% 2,373 $256K $107.80 $33K +499 +26.6%
76 IJR 0.17% 2,336 $255K $109.29 $11K
77 IJK 0.17% 2,801 $255K $90.98 $22K
78 LHX 0.16% 990 $248K $250.84 $38K -13 -1.3%
79 FFA 0.16% 12,096 $248K $20.48 -$62K -3,910 -24.4%
80 IDV 0.16% 7,174 $248K $34.51 +7,174 NEW
81 P 0.16% 4,299 $248K $57.58 +4,299 NEW
82 IAU 0.16% 3,961 $247K $62.36 $13K
83 VCR 0.16% 680 $246K $362.32 $25K
84 SPGI 0.16% 466 $246K $527.29 $6K -6 -1.3%
85 LRCX 0.16% 2,524 $246K $97.34 +2,524 NEW
86 VICI 0.16% 7,454 $243K $32.60 -$3K -84 -1.1%
87 MDLZ 0.15% 3,355 $226K $67.44 -$1K
88 HPQ 0.15% 9,121 $223K $24.46 -$29K
89 TSCO 0.14% 4,173 $220K $52.77 -$13K -57 -1.4%
90 CMG 0.14% 3,914 $220K $56.15 $11K -240 -5.8%
91 UNP 0.14% 954 $219K $230.08 -$12K -26 -2.6%
92 ECL 0.14% 789 $213K $269.44 $10K -12 -1.5%
93 GNRC 0.14% 1,458 $209K $143.21 +1,458 NEW
94 BUD 0.14% 3,025 $208K $68.72 -$25K -755 -20.0%
95 V 0.14% 585 $208K $355.05 $3K
96 SHW 0.13% 586 $201K $343.36 -$6K -7 -1.2%
97 DD —% -$317K -4,250 -100.0% SOLD
98 FI —% -$258K -1,170 -100.0% SOLD
99 UNH —% -$400K -763 -100.0% SOLD

New Positions

SymbolValue% Port
VYMI $6M 3.61%
META $625K 0.41%
CASY $278K 0.18%
IDV $248K 0.16%
P $248K 0.16%
LRCX $246K 0.16%
GNRC $209K 0.14%

Sold Out Positions

SymbolValue% Port
DD —%
UNH —%
FI —%
View SEC EDGAR Filings for WEST BANCORPORATION INC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms