$85.3 Million is the total value of WEST BANCORPORATION INC's 300 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 9.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWF | Sell | ISHARES Russell 1000 Growth ETFrus 1000 grw etf | $8,161,000 | +11.7% | 37,629 | -1.1% | 9.56% | +12.5% |
| IWR | Buy | ISHARES Russell Midcap ETFrus mid cap etf | $7,736,000 | +7.9% | 134,821 | +0.8% | 9.07% | +8.7% |
| VEA | Sell | Vanguard FTSE Developed Markets ETFftse dev mkt etf | $6,382,000 | -0.0% | 156,049 | -5.2% | 7.48% | +0.7% |
| IWD | Sell | Russell 1000 Value Ishare ETFrus 1000 val etf | $6,122,000 | +1.2% | 51,826 | -3.6% | 7.17% | +1.9% |
| IVV | Sell | ISHARES Core S&P 500 ETFcore s&p500 etf | $5,030,000 | +8.0% | 14,969 | -0.4% | 5.90% | +8.8% |
| AEL | Sell | American Equity Investment Life Holding CO | $4,667,000 | -51.3% | 212,238 | -45.3% | 5.47% | -50.9% |
| IWM | Buy | ISHARES Russell 2000 Index Fd ETFrussell 2000 etf | $3,610,000 | +5.1% | 24,102 | +0.4% | 4.23% | +5.9% |
| VYM | Sell | Vanguard High Dividend Yield ETFhigh div yld | $2,451,000 | -17.3% | 30,285 | -19.5% | 2.87% | -16.7% |
| EFA | Sell | ISHARES MSCI EAFE Index Fd ETFmsci eafe etf | $1,466,000 | -1.3% | 23,039 | -5.7% | 1.72% | -0.6% |
| AAPL | Buy | Apple INC | $1,437,000 | +29.5% | 12,411 | +307.7% | 1.68% | +30.4% |
| CASY | Caseys General Stores INC | $1,421,000 | +18.8% | 8,000 | 0.0% | 1.66% | +19.7% | |
| VWO | Sell | Vanguard FTSE Emerging Markets ETFftse emr mkt etf | $1,412,000 | +6.2% | 32,647 | -2.8% | 1.66% | +7.0% |
| MSFT | Buy | Microsoft Corp | $1,266,000 | +3.4% | 6,018 | +0.0% | 1.48% | +4.2% |
| DON | Sell | Wisdomtree US Mid Cap Dividend ETFus midcap divid | $951,000 | -3.4% | 32,901 | -5.2% | 1.11% | -2.7% |
| HD | Buy | Home Depot INC | $935,000 | +13.1% | 3,367 | +2.0% | 1.10% | +13.9% |
| AMZN | Buy | Amazon.com INC | $831,000 | +16.2% | 264 | +1.9% | 0.97% | +17.1% |
| SDY | Sell | Spdr S&p Dividend Etfs&p divid etf | $826,000 | -6.5% | 8,936 | -7.7% | 0.97% | -5.7% |
| IDV | Sell | ISHARES Intl Select Dividend ETFintl sel div etf | $802,000 | -2.7% | 32,185 | -1.9% | 0.94% | -2.0% |
| DES | Sell | Wisdomtree US Smallcap Dividend Fund Etfus smallcap divd | $752,000 | -1.8% | 35,663 | -1.4% | 0.88% | -1.1% |
| PFE | Pfizer INC | $741,000 | +12.3% | 20,184 | 0.0% | 0.87% | +13.0% | |
| SO | Southern CO | $709,000 | +4.6% | 13,069 | 0.0% | 0.83% | +5.3% | |
| WTBA | Buy | West Bancorporation INCcap stk | $695,000 | -8.8% | 43,887 | +0.8% | 0.81% | -8.2% |
| PM | Philip Morris International INC | $610,000 | +7.0% | 8,129 | 0.0% | 0.72% | +7.8% | |
| MRK | Sell | Merck & CO INC | $583,000 | +5.8% | 7,030 | -1.4% | 0.68% | +6.6% |
| VIG | Buy | Vanguard Dividend Appreciation ETFdiv app etf | $580,000 | +11.8% | 4,508 | +1.8% | 0.68% | +12.6% |
| WMT | Buy | Walmart INC | $569,000 | +17.3% | 4,069 | +0.4% | 0.67% | +18.3% |
| VZ | Verizon Communications INC | $540,000 | +7.8% | 9,082 | 0.0% | 0.63% | +8.6% | |
| HON | Sell | Honeywell International INC | $498,000 | -26.4% | 3,028 | -35.4% | 0.58% | -25.9% |
| T | Sell | AT&T INC | $492,000 | -5.9% | 17,243 | -0.4% | 0.58% | -5.1% |
| ADBE | Buy | Adobe INC | $472,000 | +15.7% | 962 | +2.7% | 0.55% | +16.4% |
| TMO | Buy | Thermo Fisher Scientific INC | $468,000 | +27.2% | 1,061 | +4.5% | 0.55% | +28.0% |
| GOOG | Sell | Alphabet INCcap stk cl c | $466,000 | -17.4% | 317 | -20.6% | 0.55% | -16.8% |
| MMM | 3M CO | $460,000 | +2.7% | 2,874 | 0.0% | 0.54% | +3.5% | |
| NVDA | Buy | Nvidia Corp | $431,000 | +48.6% | 796 | +4.2% | 0.50% | +49.9% |
| DHR | Buy | Danaher Corp | $426,000 | +26.0% | 1,978 | +3.4% | 0.50% | +27.0% |
| NKE | Buy | Nike INCcl b | $422,000 | +30.2% | 3,364 | +1.7% | 0.50% | +31.3% |
| EA | Buy | Electronic Arts INC | $421,000 | +22.7% | 3,225 | +24.3% | 0.49% | +23.6% |
| PYPL | Buy | Paypal Holdings INC | $411,000 | +15.4% | 2,087 | +2.1% | 0.48% | +16.4% |
| COST | Buy | Costco Wholesale Corp | $409,000 | +20.3% | 1,153 | +2.8% | 0.48% | +21.0% |
| CRM | Buy | Salesforce.com INC | $406,000 | +41.0% | 1,614 | +5.1% | 0.48% | +42.1% |
| APD | Buy | Air Products And Chemicals INC | $395,000 | +85.4% | 1,327 | +50.1% | 0.46% | +86.7% |
| IBM | International Business Machines Corp | $385,000 | +0.8% | 3,162 | 0.0% | 0.45% | +1.6% | |
| JPM | Buy | JPMORGAN Chase & CO | $384,000 | +3.2% | 3,986 | +0.9% | 0.45% | +3.9% |
| DPZ | Buy | Dominos Pizza | $377,000 | +48.4% | 887 | +28.9% | 0.44% | +49.3% |
| ABT | Buy | Abbott Laboratories | $370,000 | +25.0% | 3,398 | +5.1% | 0.43% | +26.2% |
| EW | New | Edwards Lifesciences | $354,000 | – | 4,430 | +100.0% | 0.42% | – |
| BLK | Buy | Blackrock INC | $344,000 | +22.9% | 611 | +18.6% | 0.40% | +23.6% |
| BRKB | Sell | Berkshire Hathaway INCcl b new | $324,000 | -37.0% | 1,521 | -47.2% | 0.38% | -36.5% |
| FISV | Buy | Fiserv INC | $321,000 | +9.6% | 3,115 | +3.9% | 0.38% | +10.3% |
| WM | Buy | Waste Management INC | $320,000 | +49.5% | 2,831 | +39.9% | 0.38% | +50.6% |
| ADM | Archer Daniels Midland CO | $319,000 | +16.4% | 6,859 | 0.0% | 0.37% | +17.2% | |
| UNP | Buy | Union Pacific Corp | $309,000 | +221.9% | 1,570 | +175.9% | 0.36% | +223.2% |
| AMT | Buy | American Tower Corp Reit | $308,000 | -2.5% | 1,274 | +4.1% | 0.36% | -1.9% |
| MA | Buy | Mastercard INCcl a | $308,000 | +66.5% | 912 | +45.5% | 0.36% | +67.9% |
| ZTS | Buy | Zoetis INCcl a | $301,000 | +25.4% | 1,822 | +4.0% | 0.35% | +26.5% |
| IQV | Buy | Iqvia Holdings INC | $300,000 | +15.8% | 1,901 | +4.1% | 0.35% | +16.9% |
| MO | Sell | Altria Group INC | $293,000 | -4.9% | 7,571 | -3.4% | 0.34% | -4.2% |
| GNRC | New | Generac Holdings INC | $289,000 | – | 1,490 | +100.0% | 0.34% | – |
| ROK | Buy | Rockwell Automation INC | $287,000 | +41.4% | 1,302 | +36.5% | 0.34% | +42.4% |
| KEYS | Buy | Keysight Technologies INC | $281,000 | +1.1% | 2,841 | +2.8% | 0.33% | +1.9% |
| NEE | Buy | Nextera Energy INC | $277,000 | +20.4% | 998 | +4.2% | 0.32% | +21.3% |
| STZ | Buy | Constellation Brands INCcl a | $257,000 | +26.6% | 1,356 | +16.8% | 0.30% | +27.5% |
| CVS | CVS Health Corp | $247,000 | -10.2% | 4,227 | 0.0% | 0.29% | -9.7% | |
| PG | Procter & Gamble CO | $239,000 | +16.0% | 1,723 | 0.0% | 0.28% | +16.7% | |
| GLD | Buy | SPDR Gold Trust | $231,000 | +38.3% | 1,302 | +30.6% | 0.27% | +39.7% |
| MKC | Buy | Mccormick & Company INC | $223,000 | +13.8% | 1,147 | +4.8% | 0.26% | +14.5% |
| IJK | Sell | ISHARES S&P Mid-Cap 400 Growth Indexs&p mc 400gr etf | $220,000 | 0.0% | 920 | -6.5% | 0.26% | +0.8% |
| JNJ | Johnson & Johnson | $219,000 | +5.8% | 1,470 | 0.0% | 0.26% | +6.6% | |
| MDLZ | Sell | Mondelez International INCcl a | $215,000 | -47.0% | 3,738 | -52.9% | 0.25% | -46.6% |
| VOO | Vanguard Index Funds S&p 500 ETF | $206,000 | +8.4% | 670 | 0.0% | 0.24% | +9.0% | |
| AON | New | Aon Plc | $201,000 | – | 972 | +100.0% | 0.24% | – |
| FB | Sell | Facebook INCcl a | $193,000 | -15.0% | 736 | -26.4% | 0.23% | -14.4% |
| XLNX | New | Xilinx INC | $191,000 | – | 1,833 | +100.0% | 0.22% | – |
| AEP | American Electric Power Company INC | $187,000 | +2.7% | 2,285 | 0.0% | 0.22% | +3.3% | |
| LHX | Buy | L3harris Technologies INC | $185,000 | +5.7% | 1,088 | +5.7% | 0.22% | +6.4% |
| IWP | Sell | ISHARES Russell Midcap Growth ETFrus md cp gr etf | $185,000 | +7.6% | 1,068 | -1.6% | 0.22% | +8.5% |
| IAU | ISHARES COMEX Gold Trust ETFishares | $178,000 | +6.0% | 9,903 | 0.0% | 0.21% | +7.2% | |
| ISRG | Intuitive Surgical INC | $177,000 | +24.6% | 249 | 0.0% | 0.21% | +25.5% | |
| LNT | Alliant Energy Corp | $176,000 | +8.0% | 3,400 | 0.0% | 0.21% | +8.4% | |
| VTV | Sell | Vanguard Index Funds Vanguard Value ETFvalue etf | $172,000 | -18.5% | 1,643 | -22.5% | 0.20% | -17.6% |
| VGT | Vanguard Information Technology Etfinf tech etf | $167,000 | +12.1% | 536 | 0.0% | 0.20% | +13.3% | |
| LQD | ISHARES Iboxx Inv Grade Corp Bond Fundiboxx inv cp etf | $163,000 | 0.0% | 1,213 | 0.0% | 0.19% | +0.5% | |
| FFA | First Trust Enhanced Equity Income Fund | $163,000 | +4.5% | 10,746 | 0.0% | 0.19% | +5.5% | |
| VCR | Vanguard Consumer Discretionary Etfconsum dis etf | $160,000 | +17.6% | 680 | 0.0% | 0.19% | +19.0% | |
| IJJ | Sell | ISHARES S&P Mid-Cap 400 Value Indexs&p mc 400vl etf | $150,000 | -10.7% | 1,114 | -12.0% | 0.18% | -9.7% |
| AMU | Ubs Ag (Edinburgh Branch) Etracs Alerian Mlp Index Etnetrac aler mlp | $145,000 | -18.5% | 21,320 | 0.0% | 0.17% | -17.9% | |
| VHT | Buy | Vanguard Health Care Etfhealth car etf | $138,000 | +8.7% | 675 | +2.3% | 0.16% | +9.5% |
| IJR | ISHARES Core S & P Small Cap ETFcore s&p scp etf | $133,000 | +2.3% | 1,899 | 0.0% | 0.16% | +3.3% | |
| DVY | Sell | ISHARES Dow Jones Select Dividendselect divid etf | $131,000 | 0.0% | 1,611 | -0.7% | 0.15% | +1.3% |
| BIV | Vanguard Intermediate Term Bintermed term | $131,000 | 0.0% | 1,405 | 0.0% | 0.15% | +1.3% | |
| CTSH | Cognizant Technology Solutions Corpcl a | $126,000 | +22.3% | 1,809 | 0.0% | 0.15% | +23.3% | |
| MLPI | Ubs Ag (St Helier Branch) E Tracs Alerian Mlp Infrastr Etnalerian infrst | $124,000 | -18.4% | 13,298 | 0.0% | 0.14% | -18.1% | |
| V | Sell | Visa INC | $121,000 | -4.0% | 607 | -7.2% | 0.14% | -3.4% |
| VTI | Vanguard Total Stock Market VIPERs ETFtotal stk mkt | $120,000 | +9.1% | 704 | 0.0% | 0.14% | +10.2% | |
| INTC | Intel Corp | $120,000 | -13.0% | 2,312 | 0.0% | 0.14% | -12.4% | |
| BND | Vanguard Total Bond Market ETFtotal bnd mrkt | $117,000 | 0.0% | 1,329 | 0.0% | 0.14% | +0.7% | |
| BSV | Vanguard Short-Term Bond ETFshort trm bond | $117,000 | -0.8% | 1,414 | 0.0% | 0.14% | 0.0% | |
| EPD | Enterprise Products Partners LP | $114,000 | -13.6% | 7,240 | 0.0% | 0.13% | -13.0% | |
| USB | Sell | U.S. Bancorp US | $108,000 | -12.2% | 3,010 | -9.9% | 0.13% | -11.2% |
| XLK | Technology Select Sector SPDRtechnology | $100,000 | +12.4% | 856 | 0.0% | 0.12% | +12.5% | |
| IEFA | Ishares Core Msci Eafe Etfcore msci eafe | $96,000 | +5.5% | 1,593 | 0.0% | 0.11% | +6.6% | |
| GIS | General Mills INC | $93,000 | +1.1% | 1,500 | 0.0% | 0.11% | +1.9% | |
| AMP | Ameriprise Financial INC | $92,000 | +2.2% | 600 | 0.0% | 0.11% | +2.9% | |
| VYMI | Vanguard Internatl High Div Yield Index Fund Internatnl Hgh Yld Etfintl high etf | $91,000 | +1.1% | 1,750 | 0.0% | 0.11% | +1.9% | |
| VFH | Vanguard Financials Etffinancials etf | $90,000 | +2.3% | 1,530 | 0.0% | 0.10% | +2.9% | |
| PEP | Pepsico INC | $90,000 | +4.7% | 647 | 0.0% | 0.10% | +5.0% | |
| PNC | PNC Financial Services Group INC | $84,000 | +5.0% | 760 | 0.0% | 0.10% | +5.4% | |
| MDT | Sell | Medtronic Plc | $81,000 | -70.4% | 779 | -73.9% | 0.10% | -70.2% |
| RDSB | Royal Dutch PLCspon adr b | $80,000 | -20.0% | 3,300 | 0.0% | 0.09% | -19.0% | |
| CMCSA | Comcast Corpcl a | $80,000 | +17.6% | 1,735 | 0.0% | 0.09% | +19.0% | |
| PREF | Buy | Principal Spectrum Pfd Secs Active ETF (Closed-End Fd)spectrum pfd | $80,000 | +2.6% | 4,000 | +400.0% | 0.09% | +3.3% |
| VUG | Vanguard Index Funds Vanguard Growth ETFgrowth etf | $78,000 | +13.0% | 342 | 0.0% | 0.09% | +13.8% | |
| DUK | Duke Energy Corp | $77,000 | +10.0% | 870 | 0.0% | 0.09% | +11.1% | |
| BAC | Sell | Bank Of America Corp | $76,000 | -7.3% | 3,152 | -9.1% | 0.09% | -6.3% |
| VNQ | Sell | Vanguard Real Estate ETFreal estate etf | $72,000 | -39.5% | 918 | -39.6% | 0.08% | -39.1% |
| IWS | Sell | ISHARES Russell Mid-Cap Value ETFrus mdcp val etf | $70,000 | 0.0% | 863 | -6.0% | 0.08% | +1.2% |
| WHR | Whirlpool Corp | $69,000 | +43.8% | 373 | 0.0% | 0.08% | +44.6% | |
| CVX | Chevron Corp | $66,000 | -19.5% | 916 | 0.0% | 0.08% | -18.9% | |
| HDV | ISHARES Core High Dividend ETFcore high dv etf | $64,000 | -1.5% | 799 | 0.0% | 0.08% | -1.3% | |
| WFC | Sell | Wells Fargo & CO | $63,000 | -11.3% | 2,661 | -4.1% | 0.07% | -10.8% |
| DD | Dupont De Nemours INC | $63,000 | +3.3% | 1,144 | 0.0% | 0.07% | +4.2% | |
| VO | Sell | Vanguard Mid Cap ETFmid cap etf | $63,000 | -12.5% | 356 | -19.5% | 0.07% | -11.9% |
| IWO | ISHARES Russell 2000 Growth Index Fundrus 2000 grw etf | $61,000 | +7.0% | 277 | 0.0% | 0.07% | +7.6% | |
| Credit Suisse Ag Fi Large Cap Growth Enhnd Etnlg cap grth enh | $60,000 | +25.0% | 134 | 0.0% | 0.07% | +25.0% | ||
| USA | Liberty All-star Equity Fund All Star (Closed-End Fd)sh ben int | $60,000 | +5.3% | 9,950 | 0.0% | 0.07% | +6.1% | |
| VEU | Vanguard Intl Equity Index Funds Vanguard Ftse All World Ex Usetfallwrld ex us | $59,000 | +5.4% | 1,171 | 0.0% | 0.07% | +6.2% | |
| BBY | Best Buy CO INC | $56,000 | +27.3% | 500 | 0.0% | 0.07% | +29.4% | |
| CSCO | Cisco Systems INC | $56,000 | -15.2% | 1,425 | 0.0% | 0.07% | -14.3% | |
| DOW | Dow INC | $54,000 | +14.9% | 1,144 | 0.0% | 0.06% | +14.5% | |
| AMGN | Sell | Amgen INC | $53,000 | -18.5% | 209 | -24.3% | 0.06% | -18.4% |
| VB | Vanguard Small Cap ETFsmall cp etf | $53,000 | +6.0% | 344 | 0.0% | 0.06% | +6.9% | |
| LLY | Eli Lilly And CO | $52,000 | -10.3% | 353 | 0.0% | 0.06% | -9.0% | |
| CNI | Canadian National Railway Co | $52,000 | +18.2% | 492 | 0.0% | 0.06% | +19.6% | |
| TFI | Spdr Lehman Municipal Bond Etf Nuveen Blmbrg Brcly Mncpnuveen brc munic | $52,000 | 0.0% | 1,002 | 0.0% | 0.06% | +1.7% | |
| IEMG | Sell | Ishares Core Msci Emerging Markets Etfcore msci emkt | $52,000 | -21.2% | 978 | -29.0% | 0.06% | -20.8% |
| OKE | Oneok INC | $51,000 | -21.5% | 1,970 | 0.0% | 0.06% | -21.1% | |
| RTX | New | Raytheon Technologies Corp | $51,000 | – | 895 | +100.0% | 0.06% | – |
| ALL | Allstate Corp | $50,000 | -3.8% | 536 | 0.0% | 0.06% | -1.7% | |
| GE | General Electric CO | $47,000 | -9.6% | 7,578 | 0.0% | 0.06% | -8.3% | |
| DHS | Wisdomtree US High Dividend Fund Etfus high dividend | $47,000 | 0.0% | 750 | 0.0% | 0.06% | 0.0% | |
| XLV | Health Care Select Sector SPDRsbi healthcare | $47,000 | +4.4% | 445 | 0.0% | 0.06% | +5.8% | |
| XLY | Consumer Discretionary Select Sector SPDT Fdsbi cons discr | $47,000 | +14.6% | 320 | 0.0% | 0.06% | +14.6% | |
| WY | Weyerhaeuser CO Reit | $46,000 | +27.8% | 1,600 | 0.0% | 0.05% | +28.6% | |
| XOM | Sell | Exxon Mobil Corp | $45,000 | -26.2% | 1,302 | -4.1% | 0.05% | -25.4% |
| CL | Colgate-palmolive CO | $43,000 | +4.9% | 558 | 0.0% | 0.05% | +4.2% | |
| FIVG | New | Defiance Next Gen Connectivity Etfdefiance next | $43,000 | – | 1,500 | +100.0% | 0.05% | – |
| PFG | Buy | Principal Financial Group INC | $41,000 | +64.0% | 1,019 | +71.3% | 0.05% | +65.5% |
| ILMN | Illumina INC | $41,000 | -16.3% | 132 | 0.0% | 0.05% | -15.8% | |
| RWX | Sell | SPDR DJ Wilshire International Real Estate ETFdj intl rl etf | $40,000 | -7.0% | 1,336 | -11.3% | 0.05% | -6.0% |
| PEY | Invesco High Yield Equity Dividend Achvrs Etfhig yld eq div | $39,000 | -2.5% | 2,750 | 0.0% | 0.05% | -2.1% | |
| IWN | ISHARES Russell 2000 Valuerus 2000 val etf | $37,000 | +2.8% | 374 | 0.0% | 0.04% | +2.4% | |
| MINT | Pimco Enhanced Short Maturity Active Exch Tr Shrt Maturty Actv Etfenhan shrt ma ac | $34,000 | 0.0% | 335 | 0.0% | 0.04% | 0.0% | |
| KHC | Kraft Heinz CO | $34,000 | -5.6% | 1,132 | 0.0% | 0.04% | -4.8% | |
| BGB | Blackstone / Gso Strategic Credit Fund | $34,000 | +9.7% | 2,750 | 0.0% | 0.04% | +11.1% | |
| FDL | First Tr Morningstar Dividend Leaders Index Fund | $33,000 | +3.1% | 1,275 | 0.0% | 0.04% | +5.4% | |
| CTVA | Corteva INC | $33,000 | +6.5% | 1,144 | 0.0% | 0.04% | +8.3% | |
| TJX | Sell | Tjx Companies INC | $32,000 | -27.3% | 579 | -33.4% | 0.04% | -25.5% |
| AXP | American Express CO | $30,000 | +3.4% | 300 | 0.0% | 0.04% | +2.9% | |
| SLY | Spdr Dj Wilshire Small Cap Etf S&p 600s&p 600 sml cap | $30,000 | 0.0% | 500 | 0.0% | 0.04% | 0.0% | |
| XLI | Industrial Select Sector SPDRsbi int-inds | $30,000 | +11.1% | 390 | 0.0% | 0.04% | +12.9% | |
| XLF | Financial Select Sector SPDRsbi int-finl | $29,000 | +3.6% | 1,204 | 0.0% | 0.03% | +3.0% | |
| DGS | Wisdomtree Emerging Markets Small Cap ETFemg mkts smcap | $29,000 | +7.4% | 694 | 0.0% | 0.03% | +9.7% | |
| TTE | New | Total S.A.sponsored ads | $29,000 | – | 839 | +100.0% | 0.03% | – |
| UPS | United Parcel Service INCcl b | $28,000 | +47.4% | 167 | 0.0% | 0.03% | +50.0% | |
| EOS | Eaton Vance Enhanced Equity Income Fund Ii | $28,000 | +7.7% | 1,500 | 0.0% | 0.03% | +10.0% | |
| ABBV | Abbvie INC | $27,000 | -10.0% | 305 | 0.0% | 0.03% | -8.6% | |
| ASG | Liberty All-star Growth Fund INC (Closed-End Fd) | $27,000 | +12.5% | 3,780 | 0.0% | 0.03% | +14.3% | |
| GSLC | Goldman Sachs Activebeta US Large Cap Equity Etf Actvbeta Lrgactivebeta us lg | $25,000 | +8.7% | 365 | 0.0% | 0.03% | +7.4% | |
| DFE | Wisdomtree Europe Smallcap Dividend Fund Smlcp Etfeurope smcp dv | $24,000 | +9.1% | 450 | 0.0% | 0.03% | +7.7% | |
| WBA | Walgreens Boots Alliance INC | $24,000 | -14.3% | 656 | 0.0% | 0.03% | -15.2% | |
| IJH | ISHARES Core S&P Mid-Cap ETFcore s&p mcp etf | $24,000 | +4.3% | 129 | 0.0% | 0.03% | +3.7% | |
| XLP | Consumer Staples Sector SPDRsbi cons stpls | $24,000 | +9.1% | 368 | 0.0% | 0.03% | +7.7% | |
| EOI | Eaton Vance Enhanced Equity Income Fund | $23,000 | 0.0% | 1,600 | 0.0% | 0.03% | 0.0% | |
| SLB | Schlumberger Nv | $23,000 | -14.8% | 1,451 | 0.0% | 0.03% | -12.9% | |
| DFS | Sell | Discover Financial Services | $23,000 | -28.1% | 396 | -38.0% | 0.03% | -27.0% |
| JNK | Spdr Bloomberg Barclays High Yield Bond Etfbloomberg brclys | $23,000 | +4.5% | 220 | 0.0% | 0.03% | +3.8% | |
| TIP | ISHARES Barclays Tips Bond Fund ETFtips bd etf | $22,000 | +4.8% | 171 | 0.0% | 0.03% | +8.3% | |
| VCSH | Vanguard Short-term Corporate Bond Idx FUND Short Term Cor Bd Etfshrt trm corp bd | $22,000 | +4.8% | 260 | 0.0% | 0.03% | +8.3% | |
| UNH | Unitedhealth Group INC Grp | $22,000 | +4.8% | 71 | 0.0% | 0.03% | +8.3% | |
| PGZ | Principal Real Estate Income Fd Shs Ben Int (Closed-End Fd) | $21,000 | -12.5% | 2,000 | 0.0% | 0.02% | -10.7% | |
| MBB | Ishares Mbs Etfmbs etf | $21,000 | 0.0% | 191 | 0.0% | 0.02% | +4.2% | |
| IMV | Imv INC | $21,000 | +40.0% | 4,687 | 0.0% | 0.02% | +47.1% | |
| HCA | Hca Healthcare INC | $20,000 | +25.0% | 161 | 0.0% | 0.02% | +21.1% | |
| THG | New | Hanover Insurance Group INC | $20,000 | – | 218 | +100.0% | 0.02% | – |
| UBS | Ubs Group Ag | $20,000 | 0.0% | 1,745 | 0.0% | 0.02% | 0.0% | |
| HYG | ISHARES IBOXX H/Y Corp Bond ETFiboxx hi yd etf | $19,000 | +5.6% | 222 | 0.0% | 0.02% | +4.8% | |
| SYK | Stryker Corp | $19,000 | +18.8% | 90 | 0.0% | 0.02% | +15.8% | |
| GSK | Glaxosmithkline PLCsponsored adr | $19,000 | -5.0% | 497 | 0.0% | 0.02% | -4.3% | |
| BANX | Stonecastle Financial Corp | $19,000 | +18.8% | 1,000 | 0.0% | 0.02% | +15.8% | |
| ITOT | Sell | ISHARES S&P 1500 Index Fundcore s&p ttl stk | $18,000 | -33.3% | 234 | -39.2% | 0.02% | -32.3% |
| THO | Thor Industries INC | $18,000 | -14.3% | 193 | 0.0% | 0.02% | -12.5% | |
| IWB | Ishares Russell 1000 Index Fund Etfrus 1000 etf | $18,000 | +5.9% | 97 | 0.0% | 0.02% | +5.0% | |
| LRCX | Lam Research Corp | $17,000 | +6.2% | 50 | 0.0% | 0.02% | +5.3% | |
| ACWI | Sell | ISHARES MSCI ACWI Index Fundmsci acwi etf | $17,000 | -34.6% | 217 | -39.2% | 0.02% | -33.3% |
| VOT | Vanguard Mid-cap Growth Index Fund Mid Cap Etfmcap gr idxvip | $17,000 | +6.2% | 94 | 0.0% | 0.02% | +5.3% | |
| MIC | Macquarie Infrastructure Corp | $16,000 | -11.1% | 600 | 0.0% | 0.02% | -9.5% | |
| MAC | Macerich CO Reit | $16,000 | -23.8% | 2,323 | 0.0% | 0.02% | -20.8% | |
| SLV | Buy | ISHARES Silver Trust ETFishares | $16,000 | +77.8% | 730 | +46.0% | 0.02% | +90.0% |
| EMN | Eastman Chemical CO | $16,000 | +14.3% | 200 | 0.0% | 0.02% | +18.8% | |
| GOOGL | Alphabet INCcap stk cl a | $15,000 | +7.1% | 10 | 0.0% | 0.02% | +12.5% | |
| PML | Sell | Pimco Municipal Income Fund (Closed-End Fd) | $15,000 | -31.8% | 1,114 | -31.7% | 0.02% | -30.8% |
| MCD | Mcdonald's Corp | $15,000 | +15.4% | 70 | 0.0% | 0.02% | +20.0% | |
| BABA | Alibaba Group Holdingssponsored ads | $15,000 | +36.4% | 51 | 0.0% | 0.02% | +38.5% | |
| VOE | Vanguard Mid-cap Value Index Fund Mid Cap Etfmcap vl idxvip | $14,000 | +7.7% | 138 | 0.0% | 0.02% | +6.7% | |
| SU | Suncor Energy INC | $14,000 | -30.0% | 1,169 | 0.0% | 0.02% | -30.4% | |
| CE | Celanese Corp | $14,000 | +27.3% | 132 | 0.0% | 0.02% | +23.1% | |
| QLYS | Qualys INC | $14,000 | -6.7% | 147 | 0.0% | 0.02% | -5.9% | |
| SCHD | Sell | Schwab US Dividend Equity ETFus dividend eq | $14,000 | +7.7% | 246 | -3.9% | 0.02% | +6.7% |
| ETN | Eaton Corporation Plc | $13,000 | +18.2% | 130 | 0.0% | 0.02% | +15.4% | |
| SAP | Sap Sespon adr | $12,000 | +9.1% | 80 | 0.0% | 0.01% | +7.7% | |
| TEL | Te Connectivity Ltd | $12,000 | +20.0% | 120 | 0.0% | 0.01% | +16.7% | |
| BP | BP PLCsponsored adr | $12,000 | -25.0% | 668 | 0.0% | 0.01% | -26.3% | |
| AVGO | Broadcom INC | $12,000 | +20.0% | 33 | 0.0% | 0.01% | +16.7% | |
| BA | Boeing CO | $12,000 | -7.7% | 73 | 0.0% | 0.01% | -6.7% | |
| HAIN | Hain Celestial Group INC | $12,000 | +9.1% | 353 | 0.0% | 0.01% | +7.7% | |
| NVO | Novo Nordiskadr | $12,000 | +9.1% | 170 | 0.0% | 0.01% | +7.7% | |
| FLEX | Flextronics Intlord | $11,000 | 0.0% | 1,029 | 0.0% | 0.01% | 0.0% | |
| DIS | Walt Disney CO | $11,000 | +10.0% | 87 | 0.0% | 0.01% | +8.3% | |
| C | Citigroup INC | $11,000 | -15.4% | 262 | 0.0% | 0.01% | -13.3% | |
| MFC | Manulife Financial | $10,000 | 0.0% | 727 | 0.0% | 0.01% | 0.0% | |
| MMC | Sell | Marsh & Mclennan Companies INC | $10,000 | -58.3% | 87 | -60.3% | 0.01% | -57.1% |
| GDOT | Green Dot Corpcl a | $10,000 | +11.1% | 193 | 0.0% | 0.01% | +20.0% | |
| DEO | Diageo P L C Sponspon adr new | $10,000 | 0.0% | 76 | 0.0% | 0.01% | 0.0% | |
| LVS | Las Vegas Sands Corp | $10,000 | 0.0% | 212 | 0.0% | 0.01% | 0.0% | |
| DXJ | Wisdomtree Japan Hedged Equity Fund Etfjapn hedge eqt | $9,000 | 0.0% | 188 | 0.0% | 0.01% | +10.0% | |
| TD | Toronto-Dominion Bank | $9,000 | +12.5% | 184 | 0.0% | 0.01% | +22.2% | |
| SNY | Sanofi Aventissponsored adr | $9,000 | 0.0% | 177 | 0.0% | 0.01% | +10.0% | |
| ORCL | Oracle Corp | $8,000 | 0.0% | 136 | 0.0% | 0.01% | 0.0% | |
| GILD | Gilead Sciences INC | $8,000 | -20.0% | 131 | 0.0% | 0.01% | -25.0% | |
| FIS | Fidelity National Information Services INC Informatn Svcs | $8,000 | +14.3% | 54 | 0.0% | 0.01% | +12.5% | |
| VBK | Vanguard Small-cap Growth Index Fund Small Cap Etfsml cp grw etf | $8,000 | 0.0% | 39 | 0.0% | 0.01% | 0.0% | |
| AZN | Astrazeneca Plcsponsored adr | $8,000 | 0.0% | 144 | 0.0% | 0.01% | 0.0% | |
| VBR | Vanguard Small Cap Value Etfsm cp val etf | $7,000 | 0.0% | 61 | 0.0% | 0.01% | 0.0% | |
| ASML | Asml Holding Nv | $7,000 | 0.0% | 18 | 0.0% | 0.01% | 0.0% | |
| COF | Capital One Financial Corp | $7,000 | +16.7% | 96 | 0.0% | 0.01% | +14.3% | |
| NVS | Novartis Agsponsored adr | $7,000 | 0.0% | 82 | 0.0% | 0.01% | 0.0% | |
| VPU | Vanguard Utilities Etfutilities etf | $7,000 | 0.0% | 57 | 0.0% | 0.01% | 0.0% | |
| D | Sell | Dominion Energy INC | $7,000 | -61.1% | 91 | -57.9% | 0.01% | -61.9% |
| TSM | Taiwan Semiconductor Manufacturing CO Ltdsponsored ads | $6,000 | +50.0% | 73 | 0.0% | 0.01% | +40.0% | |
| CME | Cme Group INC | $6,000 | +20.0% | 33 | 0.0% | 0.01% | +16.7% | |
| BTI | British American Tobacco Plcsponsored adr | $6,000 | 0.0% | 166 | 0.0% | 0.01% | 0.0% | |
| ET | Energy Transfer Equity LP | $5,000 | -16.7% | 906 | 0.0% | 0.01% | -14.3% | |
| AIG | Sell | American International Group INC | $5,000 | -66.7% | 197 | -57.8% | 0.01% | -64.7% |
| ING | ING Groep NVsponsored adr | $5,000 | 0.0% | 738 | 0.0% | 0.01% | 0.0% | |
| NSC | Norfolk Southern Corp | $5,000 | +25.0% | 25 | 0.0% | 0.01% | +20.0% | |
| REZI | Resideo Technologies INC | $5,000 | -16.7% | 497 | 0.0% | 0.01% | -14.3% | |
| RYE | Invesco S&p 500 Eql Wght Energy Etfs&p500 eql enr | $4,000 | -20.0% | 165 | 0.0% | 0.01% | -16.7% | |
| EOG | Eog Resources INC | $4,000 | -20.0% | 108 | 0.0% | 0.01% | -16.7% | |
| AMLP | New | Alerian Mlp Alps Etfalerian mlp | $4,000 | – | 200 | +100.0% | 0.01% | – |
| HAS | Hasbro INC | $4,000 | 0.0% | 52 | 0.0% | 0.01% | 0.0% | |
| XLRE | Real Estate Select Sector Spdr Fund Sctr Etfrl est sel sec | $4,000 | 0.0% | 122 | 0.0% | 0.01% | 0.0% | |
| XLB | Materials Select Sector SPDR ETFsbi materials | $4,000 | 0.0% | 67 | 0.0% | 0.01% | 0.0% | |
| NGG | National Grid Plcsponsored adr ne | $4,000 | 0.0% | 64 | 0.0% | 0.01% | 0.0% | |
| BUD | Anheuser Busch Inbev SA/NVsponsored adr | $4,000 | +33.3% | 70 | 0.0% | 0.01% | +66.7% | |
| SNA | Snap-on INC | $4,000 | 0.0% | 26 | 0.0% | 0.01% | 0.0% | |
| RDSA | Royal Dutch Shell PLCspons adr a | $3,000 | -25.0% | 112 | 0.0% | 0.00% | -20.0% | |
| QCOM | Qualcomm INC | $3,000 | 0.0% | 29 | 0.0% | 0.00% | +33.3% | |
| BNS | Bank Of Nova Scotia | $3,000 | 0.0% | 62 | 0.0% | 0.00% | +33.3% | |
| CM | Canadian Imperial Bank Of Commerce | $3,000 | +50.0% | 37 | 0.0% | 0.00% | +100.0% | |
| PBT | Permian Basin Royalty Trust Untunit ben int | $3,000 | -25.0% | 1,100 | 0.0% | 0.00% | -20.0% | |
| PPL | PPL Corp | $3,000 | 0.0% | 110 | 0.0% | 0.00% | +33.3% | |
| KO | Coca-cola CO | $3,000 | +50.0% | 51 | 0.0% | 0.00% | +100.0% | |
| IVOO | Vanguard S&p Mid-cap 400 Index Fund Mid Cap Etfmidcp 400 idx | $3,000 | 0.0% | 27 | 0.0% | 0.00% | +33.3% | |
| CAG | Conagra Brands INC | $3,000 | 0.0% | 73 | 0.0% | 0.00% | +33.3% | |
| Inventrust Properties REIT | $3,000 | 0.0% | 1,046 | 0.0% | 0.00% | +33.3% | ||
| COP | Conocophillips | $3,000 | 0.0% | 81 | 0.0% | 0.00% | +33.3% | |
| LYV | Live Nation Entertainment INC | $3,000 | +50.0% | 49 | 0.0% | 0.00% | +100.0% | |
| HOG | Harley-davidson INC | $3,000 | 0.0% | 136 | 0.0% | 0.00% | +33.3% | |
| LOW | Lowe's Companies INC | $3,000 | +50.0% | 18 | 0.0% | 0.00% | +100.0% | |
| DVA | Davita INC | $3,000 | 0.0% | 33 | 0.0% | 0.00% | +33.3% | |
| VOD | Sell | Vodafone Group PLCsponsored adr | $2,000 | -71.4% | 121 | -72.4% | 0.00% | -75.0% |
| TRP | Tc Energy Corp | $2,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% | |
| SMFG | Sumitomo Mitsui Financial Group INCsponsored adr | $2,000 | 0.0% | 422 | 0.0% | 0.00% | 0.0% | |
| SPR | Spirit Aerosystems Holdings INC Hldgs A | $2,000 | 0.0% | 102 | 0.0% | 0.00% | 0.0% | |
| VTR | Ventas INC Reit | $2,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
| LMT | Lockheed Martin Corp | $2,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
| PHG | Koninklijke Philips Nvny reg sh new | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
| HSBC | Hsbc Holdings Plcspon adr new | $2,000 | -33.3% | 108 | 0.0% | 0.00% | -33.3% | |
| EXC | Exelon Corp | $2,000 | 0.0% | 59 | 0.0% | 0.00% | 0.0% | |
| ENB | Enbridge Inc | $2,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% | |
| CCEP | Coca-cola European Partners Plc | $2,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% | |
| NLSN | Nielsen Holdings Plc | $2,000 | 0.0% | 160 | 0.0% | 0.00% | 0.0% | |
| ASIX | Advansix INC | $2,000 | +100.0% | 118 | 0.0% | 0.00% | +100.0% | |
| ATVI | Activision Blizzard INC | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| UN | Unilever NV | $1,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
| PNR | Pentair PLC | $1,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| CC | Chemours CO | $1,000 | – | 28 | 0.0% | 0.00% | – | |
| CARR | Carrier Global Corp | $1,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| AMCR | Amcor Plcord | $1,000 | 0.0% | 109 | 0.0% | 0.00% | 0.0% | |
| PEG | Public Service Enterprise Group INC | $1,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| ADI | Analog Devices INC | $1,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
| OTIS | Otis Worldwide Corp | $1,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| IVZ | Invesco Ltd | $1,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% | |
| UAA | Under Armour INCcl a | $1,000 | – | 47 | 0.0% | 0.00% | – | |
| OXYWS | New | Occidental Petroleum Corp Eqy Warrant*w exp 08/03/202 | $0 | – | 5 | +100.0% | 0.00% | – |
| DJP | Barclays Bank PLC IPATH Bloomberg Commodity Index Total Return ETNdjubs cmdt etn36 | $0 | – | 8 | 0.0% | 0.00% | – | |
| LUMN | Exit | Centurylink INC | $0 | – | -16 | -100.0% | 0.00% | – |
| Highlands REIT | $0 | – | 1,046 | 0.0% | 0.00% | – | ||
| WAB | Westinghouse Air Brake Technologies Corp | $0 | – | 2 | 0.0% | 0.00% | – | |
| LGFA | Lions Gate Entertainment Corpcl a vtg | $0 | – | 40 | 0.0% | 0.00% | – | |
| OXY | Occidental Petroleum Corp | $0 | -100.0% | 46 | 0.0% | 0.00% | -100.0% | |
| GTX | Exit | Garrett Motion INC | $0 | – | -298 | -100.0% | -0.00% | – |
| VIAC | Exit | Viacomcbs INCcl b | $0 | – | -117 | -100.0% | -0.00% | – |
| AMLP | Exit | Alerian MLP ETFalerian mlp | $0 | – | -200 | -100.0% | -0.01% | – |
| REET | Exit | Ishares Global Reit Etfglobal reit etf | $0 | – | -898 | -100.0% | -0.02% | – |
| USMV | Exit | Ishares Edge Msci Min Vol Usa Etfmsci min vol etf | $0 | – | -337 | -100.0% | -0.02% | – |
| AGG | Exit | ISHARES Barclays Aggregate Bond Fund ETNcore us aggbd et | $0 | – | -203 | -100.0% | -0.03% | – |
| Exit | Total S.A.sponsored ads | $0 | – | -839 | -100.0% | -0.04% | – | |
| Exit | Raytheon Technologies Corp | $0 | – | -895 | -100.0% | -0.06% | – | |
| GS | Exit | Goldman Sachs Group INC | $0 | – | -832 | -100.0% | -0.19% | – |
| AON | Exit | Aon Plc | $0 | – | -948 | -100.0% | -0.21% | – |
| CNC | Exit | Centene Corp | $0 | – | -2,979 | -100.0% | -0.22% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- West Bank #1
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-10-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| American Equity Investment Life Holding CO | 12 | Q3 2023 | 17.5% |
| Russell 1000 Value Ishare ETF | 12 | Q3 2023 | 7.4% |
| ISHARES Russell Midcap ETF | 12 | Q3 2023 | 9.1% |
| ISHARES Russell 1000 Growth ETF | 12 | Q3 2023 | 9.6% |
| Vanguard FTSE Developed Markets ETF | 12 | Q3 2023 | 7.5% |
| ISHARES Core S&P 500 ETF | 12 | Q3 2023 | 5.9% |
| West Banoration INC | 12 | Q3 2023 | 7.5% |
| Vanguard High Dividend Yield ETF | 12 | Q3 2023 | 4.1% |
| ISHARES Russell 2000 Index Fd ETF | 12 | Q3 2023 | 4.2% |
| Microsoft Corp | 12 | Q3 2023 | 3.1% |
View WEST BANCORPORATION INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-30 |
| 4 | 2024-04-30 |
| 4 | 2024-04-29 |
| 4 | 2024-04-29 |
| 4 | 2024-04-29 |
| 4 | 2024-04-29 |
| 4 | 2024-04-29 |
| 4 | 2024-04-29 |
| 4 | 2024-04-29 |
| 4 | 2024-04-29 |
View WEST BANCORPORATION INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Annual reports (10-K)
- Quarterly reports (10-Q)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.