American State Bank (Iowa)

Q1 2024 13F-HR Holdings

Location
Sioux Center, IA
Holdings as of
3/31/2024
Date filed
4/14/2026
Form type
13F-HR
Num holdings
122
Total value ($000)
$149,054
Net value change ($000)
-8,005 (-5.1%)
New positions
0
Sold out positions
213
Turnover %
7.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/14/2026 Next filing: 4/14/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 2023
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 4,451 68.8%
QQQ 533 8.4%
HDV 428 11.9%
MSFT 361 6.6%
SPY 308 10.0%
IWD 306 4.8%
IWF 261 3.4%
DELL 234 49.1%
LRCX 226 24.0%
CI 224 21.3%
Top Reduces (Value $000, Stocks/ETFs)
BA -737 -30.6%
AAPL -623 -18.3%
INTC -595 -20.9%
ADBE -427 -25.0%
AMGN -305 -14.4%
SPGI -290 -12.9%
UNH -272 -29.8%
VGSH -258 -53.0%
MCD -227 -17.4%
VNQ -225 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type