American State Bank (Iowa)

Q4 2024 13F-HR Holdings

Location
Sioux Center, IA
Holdings as of
12/31/2024
Date filed
4/14/2026
Form type
13F-HR
Num holdings
123
Total value ($000)
$165,904
Net value change ($000)
+1,223 (0.7%)
New positions
3
Sold out positions
8
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q3 2024
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 1,209 8.6%
LRCX 867 NEW
IWF 565 6.8%
BLK 481 NEW
AAPL 381 6.4%
AVGO 365 29.6%
QQQ 358 4.7%
AGG 351 6.6%
BA 301 22.6%
TSLA 294 55.8%
Top Reduces (Value $000, Stocks/ETFs)
LRCX -979 -100.0%
AMAT -322 -18.6%
AMGN -315 -15.5%
OXY -283 -100.0%
CI -246 -20.2%
DOW -238 -26.6%
VGSH -233 -100.0%
ED -218 -13.3%
XLV -211 -100.0%
PEG -210 -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