Security National Bank
Latest statistics and disclosures from Security National Bank's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, NVDA, BRK.A, IWR, BRK.B, and represent 43.14% of Security National Bank's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$140M), IWR (+$29M), BRK.A (+$25M), ROAD (+$13M), MTH (+$10M), FANG (+$6.6M), GRBK, JEPI, SCCO, AVGO.
- Started 183 new stock positions in ZS, BKR, PGR, PFE, OGI, VUG, COF, LW, SGOL, BAC.
- Reduced shares in these 10 stocks: NVDA (-$7.5M), FTRI (-$7.1M), PXD (-$5.1M), NKE, DOW, Freyr Battery, TXN, SEDG, Freyr Battery Sa -cw27, CPT.
- Sold out of its positions in CARR, FTRI, OTIS, PXD, SEDG, SEIX, Freyr Battery, Freyr Battery Sa -cw27.
- Security National Bank was a net buyer of stock by $223M.
- Security National Bank has $661M in assets under management (AUM), dropping by 85.37%.
- Central Index Key (CIK): 0001719739
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Portfolio Holdings for Security National Bank
Security National Bank holds 277 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Core S&p500 Etf (IVV) | 21.7 | $143M | +4055% | 273k | 525.73 |
|
| NVIDIA Corporation (NVDA) | 8.0 | $53M | -12% | 58k | 903.56 |
|
| Berkshire Hathaway Cl A (BRK.A) | 4.9 | $32M | +363% | 51.00 | 634440.00 |
|
| iShares ETFs/USA Rus Mid Cap Etf (IWR) | 4.4 | $29M | NEW | 343k | 84.09 |
|
| Berkshire Hathaway Cl B New (BRK.B) | 4.2 | $28M | +3% | 66k | 420.52 |
|
| Murphy Usa (MUSA) | 3.2 | $21M | +4% | 51k | 419.20 |
|
| Apple (AAPL) | 3.2 | $21M | 122k | 171.48 |
|
|
| Microsoft Corporation (MSFT) | 2.8 | $19M | 44k | 420.72 |
|
|
| Amazon (AMZN) | 2.0 | $13M | 73k | 180.38 |
|
|
| Suntx Capital Management Corp Com Cl A (ROAD) | 1.9 | $13M | NEW | 224k | 56.15 |
|
| Lowe's Companies (LOW) | 1.8 | $12M | 47k | 254.73 |
|
|
| Palo Alto Networks (PANW) | 1.7 | $11M | 40k | 284.13 |
|
|
| Visa Com Cl A (V) | 1.6 | $11M | 39k | 279.08 |
|
|
| Meritage Homes Corporation (MTH) | 1.6 | $10M | NEW | 59k | 175.46 |
|
| Merck & Co (MRK) | 1.5 | $9.7M | 73k | 131.95 |
|
|
| Asml Holding Nv N Y Registry Shs (ASML) | 1.4 | $9.4M | +6% | 9.7k | 970.47 |
|
| Stryker Corporation (SYK) | 1.4 | $9.1M | +3% | 26k | 357.87 |
|
| Murphy Oil Corporation (MUR) | 1.4 | $9.0M | +4% | 198k | 45.70 |
|
| UnitedHealth (UNH) | 1.3 | $8.6M | 17k | 494.70 |
|
|
| Zoetis Cl A (ZTS) | 1.2 | $8.0M | 48k | 169.21 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.1 | $7.4M | +6% | 37k | 200.30 |
|
| Honeywell International (HON) | 1.1 | $7.2M | 35k | 205.25 |
|
|
| Lockheed Martin Corporation (LMT) | 1.1 | $7.1M | 16k | 454.87 |
|
|
| Adobe Systems Incorporated (ADBE) | 1.0 | $6.9M | +3% | 14k | 504.60 |
|
| Diamondback Energy (FANG) | 1.0 | $6.6M | NEW | 33k | 198.17 |
|
| Blackstone Group Inc Com Cl A (BX) | 1.0 | $6.5M | +2% | 49k | 131.37 |
|
| BlackRock (BLK) | 0.9 | $6.2M | +2% | 7.5k | 833.70 |
|
| Nextera Energy (NEE) | 0.9 | $5.8M | +9% | 90k | 63.91 |
|
| Thermo Fisher Scientific (TMO) | 0.9 | $5.8M | 9.9k | 581.21 |
|
|
| Cabot Oil & Gas Corporation (CTRA) | 0.9 | $5.7M | +2% | 205k | 27.88 |
|
| JP Morgan ETFs/USA Equity Premium (JEPI) | 0.9 | $5.7M | +221% | 98k | 57.86 |
|
| Synopsys (SNPS) | 0.8 | $5.5M | +11% | 9.6k | 571.50 |
|
| Interpublic Group of Companies (IPG) | 0.8 | $5.1M | +7% | 156k | 32.63 |
|
| Accenture Shs Class A (ACN) | 0.7 | $4.8M | +25% | 14k | 346.61 |
|
| Vanguard Group Inc/The Extend Mkt Etf (VXF) | 0.7 | $4.6M | 26k | 175.27 |
|
|
| Deere & Company (DE) | 0.7 | $4.6M | -2% | 11k | 410.74 |
|
| Green Brick Partners (GRBK) | 0.7 | $4.4M | +1239% | 74k | 60.23 |
|
| Trimble Navigation (TRMB) | 0.7 | $4.3M | +9% | 68k | 64.36 |
|
| Southern Copper Corporation (SCCO) | 0.6 | $4.2M | +218% | 40k | 106.52 |
|
| Broadridge Financial Solutions (BR) | 0.6 | $4.1M | -2% | 20k | 204.86 |
|
| Pepsi (PEP) | 0.6 | $3.9M | -3% | 23k | 175.02 |
|
| GXO Logistics Common Stock (GXO) | 0.6 | $3.8M | +3% | 72k | 53.76 |
|
| Encore Wire Corporation (WIRE) | 0.6 | $3.8M | 14k | 262.78 |
|
|
| Vanguard S&p 500 Etf Shs (VOO) | 0.5 | $3.5M | +56% | 7.3k | 480.70 |
|
| Broadcom (AVGO) | 0.4 | $2.8M | +605% | 2.1k | 1325.41 |
|
| Vanguard Etf/usa Total Stk Mkt (VTI) | 0.4 | $2.7M | +11% | 10k | 259.90 |
|
| Johnson & Johnson (JNJ) | 0.4 | $2.5M | -4% | 16k | 158.19 |
|
| Union Pacific Corporation (UNP) | 0.4 | $2.5M | 10k | 245.93 |
|
|
| Valmont Industries (VMI) | 0.4 | $2.5M | 11k | 228.28 |
|
|
| Alexandria Real Estate Equities (ARE) | 0.4 | $2.4M | +132% | 18k | 128.91 |
|
| Mastercard Cl A (MA) | 0.3 | $2.2M | 4.6k | 481.58 |
|
|
| Bhp Billiton Sponsored Ads (BHP) | 0.3 | $2.1M | -17% | 37k | 57.69 |
|
| Chubb (CB) | 0.3 | $1.9M | NEW | 7.3k | 259.13 |
|
| KLA Corp Com New (KLAC) | 0.3 | $1.7M | NEW | 2.5k | 698.57 |
|
| Casey's General Stores (CASY) | 0.2 | $1.6M | NEW | 5.0k | 318.45 |
|
| Caterpillar (CAT) | 0.2 | $1.5M | +2% | 4.0k | 366.43 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.4M | +5% | 9.3k | 150.93 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $1.0M | +3% | 9.0k | 116.24 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.0M | +2% | 6.7k | 152.26 |
|
| Potlatch Corporation (PCH) | 0.2 | $1.0M | NEW | 22k | 47.02 |
|
| Home Depot (HD) | 0.2 | $1.0M | +12% | 2.6k | 383.60 |
|
| Kosmos Energy (KOS) | 0.1 | $870k | 146k | 5.96 |
|
|
| Cadence Bank (CADE) | 0.1 | $865k | 30k | 29.00 |
|
|
| Ishares S&p 500 Grwt Etf (IVW) | 0.1 | $847k | 10k | 84.44 |
|
|
| Camden Property Trust Sh Ben Int (CPT) | 0.1 | $804k | -54% | 8.2k | 98.40 |
|
| Kenvue (KVUE) | 0.1 | $801k | -9% | 37k | 21.46 |
|
| Merk ETFs/USA Gold Trust (OUNZ) | 0.1 | $716k | +127% | 33k | 21.48 |
|
| Chevron Corporation (CVX) | 0.1 | $677k | 4.3k | 157.74 |
|
|
| Lamb Weston Hldgs (LW) | 0.1 | $646k | NEW | 6.1k | 106.53 |
|
| Aberdeen Standard Physcl Silvr Shs (SIVR) | 0.1 | $622k | +93% | 26k | 23.81 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $582k | +8% | 795.00 | 732.63 |
|
| McDonald's Corporation (MCD) | 0.1 | $579k | +4% | 2.1k | 281.95 |
|
| Microchip Technology (MCHP) | 0.1 | $562k | 6.3k | 89.71 |
|
|
| iShares ETFs/USA Core S&p Mcp Etf (IJH) | 0.1 | $553k | +292% | 9.1k | 60.74 |
|
| State Street ETF/USA Tr Unit (SPY) | 0.1 | $546k | 1.0k | 523.07 |
|
|
| ETF Securities US Physcl Gold Shs (SGOL) | 0.1 | $543k | NEW | 26k | 21.24 |
|
| Abbott Laboratories (ABT) | 0.1 | $517k | -13% | 4.6k | 113.66 |
|
| Invesco ETFs/USA Unit Ser 1 (QQQ) | 0.1 | $514k | +86% | 1.2k | 444.01 |
|
| iShares ETFs/USA Core S&p Scp Etf (IJR) | 0.1 | $513k | -6% | 4.6k | 110.52 |
|
| Amgen (AMGN) | 0.1 | $509k | 1.8k | 284.32 |
|
|
| Vanguard Whitehall High Div Yld (VYM) | 0.1 | $499k | +77% | 4.1k | 120.99 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $489k | -87% | 2.8k | 174.21 |
|
| JP Morgan ETFs/USA Ultra Shrt Inc (JPST) | 0.1 | $468k | 9.3k | 50.45 |
|
|
| Nucor Corporation (NUE) | 0.1 | $454k | 2.3k | 197.90 |
|
|
| iShares ETFs/USA Intl Sel Div Etf (IDV) | 0.1 | $420k | -9% | 15k | 28.04 |
|
| Eaton Corp SHS (ETN) | 0.1 | $407k | 1.3k | 312.68 |
|
|
| Vanguard Etf/usa Inf Tech Etf (VGT) | 0.1 | $404k | 770.00 | 524.34 |
|
|
| State Street ETF/USA Prtflo S&p500 Hi (SPYD) | 0.1 | $397k | 9.8k | 40.71 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $385k | 400.00 | 962.49 |
|
|
| Abbvie (ABBV) | 0.1 | $367k | -27% | 2.0k | 182.10 |
|
| Regions Financial Corporation (RF) | 0.1 | $356k | 17k | 21.04 |
|
|
| Valero Energy Corporation (VLO) | 0.1 | $345k | 2.0k | 170.69 |
|
|
| Fidelity ETFs/USA None (FELG) | 0.0 | $330k | NEW | 11k | 29.55 |
|
| International Business Machines (IBM) | 0.0 | $319k | 1.7k | 190.96 |
|
|
| Ishares/usa S&P SML 600 GWT (IJT) | 0.0 | $296k | -12% | 2.3k | 130.73 |
|
| iShares ETFs/USA Msci Acwi Ex Us (ACWX) | 0.0 | $279k | 5.2k | 53.39 |
|
|
| Paccar (PCAR) | 0.0 | $277k | NEW | 2.2k | 123.89 |
|
| Vanguard Group Short Trm Bond (BSV) | 0.0 | $276k | NEW | 3.6k | 76.67 |
|
| Old Dominion Freight Line (ODFL) | 0.0 | $259k | +124% | 1.2k | 219.31 |
|
| Principal Financial (PFG) | 0.0 | $241k | 2.8k | 86.31 |
|
|
| Eli Lilly & Co. (LLY) | 0.0 | $228k | NEW | 293.00 | 777.96 |
|
| First Trust ETFs/USA Pfd Secs Inc Etf (FPE) | 0.0 | $224k | +12% | 13k | 17.32 |
|
| Coca-Cola Company (KO) | 0.0 | $211k | -33% | 3.5k | 61.18 |
|
| Roper Industries (ROP) | 0.0 | $210k | -19% | 375.00 | 560.84 |
|
| Phillips 66 (PSX) | 0.0 | $209k | NEW | 1.3k | 163.34 |
|
| Progressive Corporation (PGR) | 0.0 | $207k | NEW | 1.0k | 206.82 |
|
| Fiserv (FI) | 0.0 | $192k | NEW | 1.2k | 159.82 |
|
| Nike CL B (NKE) | 0.0 | $191k | -96% | 2.0k | 93.98 |
|
| iShares ETFs/USA S&p Mc 400gr Etf (IJK) | 0.0 | $178k | NEW | 2.0k | 91.25 |
|
| Danaher Corporation (DHR) | 0.0 | $178k | NEW | 711.00 | 249.72 |
|
| Texas Pacific Land Corp (TPL) | 0.0 | $174k | NEW | 300.00 | 578.51 |
|
| Vanguard Etf/usa Int-term Corp (VCIT) | 0.0 | $165k | NEW | 2.1k | 80.51 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $157k | -84% | 1.6k | 97.53 |
|
| Vanguard ETF/USA Growth Etf (VUG) | 0.0 | $155k | NEW | 450.00 | 344.20 |
|
| ConocoPhillips (COP) | 0.0 | $154k | NEW | 1.2k | 127.28 |
|
| Vanguard ETF/USA Energy Etf (VDE) | 0.0 | $154k | NEW | 1.2k | 131.70 |
|
| General Mills (GIS) | 0.0 | $147k | NEW | 2.1k | 69.97 |
|
| Booking Holdings (BKNG) | 0.0 | $145k | NEW | 40.00 | 3627.88 |
|
| Intel Corporation (INTC) | 0.0 | $144k | NEW | 3.3k | 44.17 |
|
| S&p Global (SPGI) | 0.0 | $143k | NEW | 335.00 | 425.46 |
|
| Wal-Mart Stores (WMT) | 0.0 | $141k | NEW | 2.3k | 60.17 |
|
| American Express Company (AXP) | 0.0 | $137k | NEW | 600.00 | 227.69 |
|
| Vanguard ETF/USA Value Etf (VTV) | 0.0 | $134k | NEW | 820.00 | 162.86 |
|
| EOG Resources (EOG) | 0.0 | $131k | NEW | 1.0k | 127.84 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $131k | NEW | 250.00 | 522.88 |
|
| Iron Mountain (IRM) | 0.0 | $130k | NEW | 1.6k | 80.21 |
|
| Meta Platforms Cl A (META) | 0.0 | $129k | NEW | 265.00 | 485.58 |
|
| iShares ETFs/USA Em Mkts Div Etf (DVYE) | 0.0 | $128k | NEW | 4.9k | 26.16 |
|
| JP Morgan ETFs/USA None (JEPQ) | 0.0 | $128k | NEW | 2.4k | 54.24 |
|
| Capital One Financial (COF) | 0.0 | $127k | NEW | 850.00 | 148.89 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $125k | NEW | 299.00 | 418.01 |
|
| Select Sector Spdr Technology (XLK) | 0.0 | $125k | NEW | 600.00 | 208.27 |
|
| Ishares S&p 500 Val Etf (IVE) | 0.0 | $121k | NEW | 650.00 | 186.81 |
|
| State Street ETF/USA Rl Est Sel Sec (XLRE) | 0.0 | $119k | NEW | 3.0k | 39.53 |
|
| Verisk Analytics (VRSK) | 0.0 | $118k | NEW | 500.00 | 235.73 |
|
| Autodesk (ADSK) | 0.0 | $117k | NEW | 450.00 | 260.42 |
|
| Linde SHS (LIN) | 0.0 | $116k | NEW | 250.00 | 464.32 |
|
| Procter & Gamble Company (PG) | 0.0 | $112k | NEW | 693.00 | 162.25 |
|
| Ishares Ishares (SLV) | 0.0 | $111k | NEW | 4.9k | 22.75 |
|
| Verizon Communications (VZ) | 0.0 | $108k | NEW | 2.6k | 41.96 |
|
| Antero Midstream Corp antero midstream (AM) | 0.0 | $107k | NEW | 7.6k | 14.06 |
|
| iShares ETFs/USA Ishs 1-5yr Invs (IGSB) | 0.0 | $104k | NEW | 2.0k | 51.28 |
|
| Ecolab (ECL) | 0.0 | $104k | NEW | 450.00 | 230.90 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $102k | NEW | 255.00 | 399.10 |
|
| First Trust Advisors Dj Internt Idx (FDN) | 0.0 | $102k | NEW | 495.00 | 205.09 |
|
| Becton, Dickinson and (BDX) | 0.0 | $101k | NEW | 408.00 | 247.45 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $95k | NEW | 5.4k | 17.73 |
|
| GSK Sponsored Adr (GSK) | 0.0 | $94k | NEW | 2.2k | 42.87 |
|
| iShares ETFs/USA Morningstr Us Eq (ILCB) | 0.0 | $94k | NEW | 1.3k | 72.47 |
|
| Dow (DOW) | 0.0 | $94k | -97% | 1.6k | 57.93 |
|
| iShares ETFs/USA Core 1 5 Yr Usd (ISTB) | 0.0 | $93k | NEW | 2.0k | 47.44 |
|
| Firstservice Corp (FSV) | 0.0 | $92k | NEW | 553.00 | 165.80 |
|
| O'reilly Automotive (ORLY) | 0.0 | $90k | NEW | 80.00 | 1128.88 |
|
| Tapestry (TPR) | 0.0 | $88k | NEW | 1.9k | 47.48 |
|
| US Bancorp Com New (USB) | 0.0 | $86k | NEW | 1.9k | 44.70 |
|
| Altria (MO) | 0.0 | $85k | NEW | 2.0k | 43.62 |
|
| Ameriprise Financial (AMP) | 0.0 | $84k | NEW | 191.00 | 438.44 |
|
| MidCap Financial Investment Com New (MFIC) | 0.0 | $84k | NEW | 5.6k | 15.04 |
|
| National Retail Properties (NNN) | 0.0 | $83k | NEW | 1.9k | 42.74 |
|
| Paychex (PAYX) | 0.0 | $83k | NEW | 675.00 | 122.80 |
|
| At&t (T) | 0.0 | $83k | NEW | 4.7k | 17.60 |
|
| Blackstone Secd Ln Common Stock (BXSL) | 0.0 | $82k | NEW | 2.6k | 31.15 |
|
| Whirlpool Corporation (WHR) | 0.0 | $77k | NEW | 645.00 | 119.63 |
|
| Zscaler Incorporated (ZS) | 0.0 | $77k | NEW | 400.00 | 192.63 |
|
| Cracker Barrel Old Country Store (CBRL) | 0.0 | $77k | NEW | 1.1k | 72.73 |
|
| Target Corporation (TGT) | 0.0 | $76k | NEW | 430.00 | 177.21 |
|
| Hercules Technology Growth Capital (HTGC) | 0.0 | $74k | NEW | 4.0k | 18.45 |
|
| Easterly Government Properti reit (DEA) | 0.0 | $73k | NEW | 6.4k | 11.51 |
|
| T. Rowe Price (TROW) | 0.0 | $73k | NEW | 600.00 | 121.92 |
|
| Ares Capital Corporation (ARCC) | 0.0 | $68k | NEW | 3.3k | 20.82 |
|
| Sixth Street Specialty Lending (TSLX) | 0.0 | $68k | NEW | 3.2k | 21.43 |
|
| Colliers International Group I Sub Vtg Shs (CIGI) | 0.0 | $68k | NEW | 553.00 | 122.23 |
|
| Vanguard ETF/USA Health Car Etf (VHT) | 0.0 | $67k | NEW | 249.00 | 270.52 |
|
| Hca Holdings (HCA) | 0.0 | $67k | NEW | 200.00 | 333.53 |
|
| Alcon Ord Shs (ALC) | 0.0 | $67k | NEW | 800.00 | 83.29 |
|
| 3M Company (MMM) | 0.0 | $65k | NEW | 611.00 | 106.07 |
|
| Edwards Lifesciences (EW) | 0.0 | $63k | NEW | 655.00 | 95.56 |
|
| Pfizer (PFE) | 0.0 | $63k | NEW | 2.3k | 27.75 |
|
| Waste Management (WM) | 0.0 | $62k | NEW | 291.00 | 213.15 |
|
| Select Sector Spdr Sbi Int-utils (XLU) | 0.0 | $62k | NEW | 944.00 | 65.65 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $62k | NEW | 111.00 | 555.79 |
|
| Ishares Iboxx Inv Cp Etf (LQD) | 0.0 | $61k | NEW | 560.00 | 108.92 |
|
| Corning Incorporated (GLW) | 0.0 | $59k | NEW | 1.8k | 32.96 |
|
| Servicenow (NOW) | 0.0 | $57k | NEW | 75.00 | 762.40 |
|
| NextEra Energy Equity Partners Com Unit Part In (NEP) | 0.0 | $56k | NEW | 1.9k | 30.08 |
|
| State Street Etf/usa Utser1 S&pdcrp (MDY) | 0.0 | $56k | NEW | 100.00 | 556.40 |
|
| Intercontinental Exchange (ICE) | 0.0 | $54k | NEW | 390.00 | 137.43 |
|
| Cardiff Oncology (CRDF) | 0.0 | $52k | NEW | 9.8k | 5.34 |
|
| Wells Fargo & Company (WFC) | 0.0 | $52k | NEW | 896.00 | 57.96 |
|
| Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $52k | NEW | 130.00 | 397.76 |
|
| FedEx Corporation (FDX) | 0.0 | $51k | NEW | 175.00 | 289.74 |
|
| Polaris Industries (PII) | 0.0 | $50k | NEW | 500.00 | 100.12 |
|
| ConAgra Foods (CAG) | 0.0 | $50k | NEW | 1.7k | 29.64 |
|
| State Street ETF/USA Spdr Msci Usa Ge (SHE) | 0.0 | $49k | NEW | 467.00 | 105.86 |
|
| Walt Disney Company (DIS) | 0.0 | $49k | NEW | 400.00 | 122.36 |
|
| MGE Energy (MGEE) | 0.0 | $47k | NEW | 600.00 | 78.72 |
|
| Pulte (PHM) | 0.0 | $47k | NEW | 390.00 | 120.62 |
|
| Prudential Financial (PRU) | 0.0 | $47k | NEW | 400.00 | 117.40 |
|
| Schlumberger NV Com Stk (SLB) | 0.0 | $47k | NEW | 850.00 | 54.81 |
|
| Iqvia Holdings (IQV) | 0.0 | $45k | NEW | 178.00 | 252.89 |
|
| Tesla Motors (TSLA) | 0.0 | $45k | NEW | 255.00 | 175.79 |
|
| Boston Omaha Corp Cl A Com Stk (BOC) | 0.0 | $43k | NEW | 2.8k | 15.46 |
|
| TJX Companies (TJX) | 0.0 | $43k | NEW | 426.00 | 101.42 |
|
| iShares ETFs/USA U.s. Utilits Etf (IDU) | 0.0 | $42k | NEW | 500.00 | 84.52 |
|
| Vitesse Energy Common Stock (VTS) | 0.0 | $40k | NEW | 1.7k | 23.73 |
|
| Oneok (OKE) | 0.0 | $40k | NEW | 495.00 | 80.17 |
|
| American Tower Reit (AMT) | 0.0 | $38k | NEW | 190.00 | 197.60 |
|
| Rockwell Automation (ROK) | 0.0 | $37k | NEW | 128.00 | 291.31 |
|
| Steel Dynamics (STLD) | 0.0 | $37k | NEW | 251.00 | 148.23 |
|
| Matson (MATX) | 0.0 | $37k | NEW | 328.00 | 112.40 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $36k | NEW | 145.00 | 250.04 |
|
| PPG Industries (PPG) | 0.0 | $36k | NEW | 249.00 | 144.90 |
|
| Eagle Materials (EXP) | 0.0 | $30k | NEW | 111.00 | 271.75 |
|
| Utd Parcel Serv CL B (UPS) | 0.0 | $30k | NEW | 200.00 | 148.63 |
|
| Baxter International (BAX) | 0.0 | $29k | NEW | 683.00 | 42.74 |
|
| Spdr Gold Trust Gold Shs (GLD) | 0.0 | $28k | NEW | 137.00 | 205.72 |
|
| Devon Energy Corporation (DVN) | 0.0 | $28k | NEW | 552.00 | 50.18 |
|
| Charles Schwab Investment Management Us Dividend Eq (SCHD) | 0.0 | $24k | NEW | 296.00 | 80.63 |
|
| iShares/USA None (EWL) | 0.0 | $24k | NEW | 497.00 | 47.60 |
|
| Fortive (FTV) | 0.0 | $24k | NEW | 273.00 | 86.02 |
|
| Emerson Electric (EMR) | 0.0 | $23k | NEW | 200.00 | 113.42 |
|
| PNC Financial Services (PNC) | 0.0 | $21k | NEW | 131.00 | 161.60 |
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $21k | NEW | 237.00 | 88.66 |
|
| Church & Dwight (CHD) | 0.0 | $21k | NEW | 201.00 | 104.31 |
|
| Bank of America Corporation (BAC) | 0.0 | $21k | NEW | 550.00 | 37.92 |
|
| Marriott International Cl A (MAR) | 0.0 | $20k | NEW | 80.00 | 252.31 |
|
| iShares ETFs/USA Msci Gbl Sus Dev (SDG) | 0.0 | $20k | NEW | 250.00 | 78.71 |
|
| Cigna Corp (CI) | 0.0 | $18k | -95% | 49.00 | 363.18 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $17k | NEW | 50.00 | 347.34 |
|
| Automatic Data Processing (ADP) | 0.0 | $17k | NEW | 68.00 | 249.74 |
|
| Albemarle Corporation (ALB) | 0.0 | $16k | NEW | 123.00 | 131.74 |
|
| iShares ETFs/USA Msci Cda Etf (EWC) | 0.0 | $16k | NEW | 409.00 | 38.28 |
|
| Medtronic SHS (MDT) | 0.0 | $16k | NEW | 179.00 | 87.15 |
|
| Bwx Technologies (BWXT) | 0.0 | $15k | NEW | 150.00 | 102.62 |
|
| Lithia Motors (LAD) | 0.0 | $15k | NEW | 50.00 | 300.86 |
|
| Chemed Corp Com Stk (CHE) | 0.0 | $13k | NEW | 20.00 | 641.95 |
|
| Aptar (ATR) | 0.0 | $12k | NEW | 85.00 | 143.89 |
|
| Boston Omaha Corp Com Cl A (SKYH) | 0.0 | $12k | NEW | 950.00 | 12.77 |
|
| Hp (HPQ) | 0.0 | $12k | NEW | 400.00 | 30.22 |
|
| Vanguard Etf/usa Div App Etf (VIG) | 0.0 | $12k | NEW | 66.00 | 182.61 |
|
| iShares ETFs/USA Glb Enr Prod Etf (FILL) | 0.0 | $12k | NEW | 450.00 | 26.52 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $11k | NEW | 76.00 | 145.51 |
|
| Cintas Corporation (CTAS) | 0.0 | $10k | NEW | 15.00 | 687.00 |
|
| Copart (CPRT) | 0.0 | $10k | NEW | 175.00 | 57.92 |
|
| ResMed (RMD) | 0.0 | $9.9k | NEW | 50.00 | 198.04 |
|
| Hormel Foods Corporation (HRL) | 0.0 | $9.2k | NEW | 264.00 | 34.89 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $9.0k | NEW | 100.00 | 90.05 |
|
| Generac Holdings (GNRC) | 0.0 | $8.8k | NEW | 70.00 | 126.14 |
|
| iShares ETFs/USA Core Div Grwth (DGRO) | 0.0 | $8.5k | NEW | 146.00 | 58.06 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $8.4k | NEW | 215.00 | 38.98 |
|
| Advanced Micro Devices (AMD) | 0.0 | $8.1k | NEW | 45.00 | 180.49 |
|
| Pool Corporation (POOL) | 0.0 | $8.1k | NEW | 20.00 | 403.50 |
|
| Cavco Industries (CVCO) | 0.0 | $8.0k | NEW | 20.00 | 399.05 |
|
| AdvisorShares ETFs/USA Pure Cannabis (YOLO) | 0.0 | $8.0k | NEW | 2.0k | 4.08 |
|
| Dominion Resources (D) | 0.0 | $7.8k | NEW | 159.00 | 49.19 |
|
| Alexander & Baldwin (ALEX) | 0.0 | $7.7k | NEW | 465.00 | 16.47 |
|
| B&G Foods (BGS) | 0.0 | $7.6k | NEW | 668.00 | 11.44 |
|
| iShares ETFs/USA Mrgstr Md Cp Etf (IMCB) | 0.0 | $7.3k | NEW | 100.00 | 72.83 |
|
| Baker Hughes Cl A (BKR) | 0.0 | $7.2k | NEW | 214.00 | 33.50 |
|
| iShares ETFs/USA Mrgstr Sm Cp Etf (ISCB) | 0.0 | $7.0k | NEW | 125.00 | 56.21 |
|
| Keysight Technologies (KEYS) | 0.0 | $5.9k | NEW | 38.00 | 156.37 |
|
| iShares ETFs/USA Core S&p Ttl Stk (ITOT) | 0.0 | $5.8k | NEW | 50.00 | 115.30 |
|
| Zimmer Holdings (ZBH) | 0.0 | $5.1k | NEW | 39.00 | 131.97 |
|
| Vanguard ETF/USA Consum Stp Etf (VDC) | 0.0 | $5.1k | NEW | 25.00 | 204.16 |
|
| Vontier Corporation (VNT) | 0.0 | $4.9k | NEW | 109.00 | 45.36 |
|
| Weyerhaeuser Com New (WY) | 0.0 | $3.6k | NEW | 100.00 | 35.91 |
|
| Southwest Airlines (LUV) | 0.0 | $3.5k | NEW | 121.00 | 29.19 |
|
| MetLife (MET) | 0.0 | $3.1k | NEW | 42.00 | 74.12 |
|
| V.F. Corporation (VFC) | 0.0 | $3.1k | NEW | 200.00 | 15.34 |
|
| Lattice Semiconductor (LSCC) | 0.0 | $3.0k | NEW | 38.00 | 78.24 |
|
| Dxc Technology (DXC) | 0.0 | $2.8k | NEW | 134.00 | 21.21 |
|
| Organigram Holdings Ord (OGI) | 0.0 | $2.3k | NEW | 1.1k | 2.15 |
|
| Sundial Growers (SNDL) | 0.0 | $1.2k | NEW | 575.00 | 2.01 |
|
| Irhythm Technologies (IRTC) | 0.0 | $1.0k | NEW | 9.00 | 116.00 |
|
| Nokia Oyj Sponsored Adr (NOK) | 0.0 | $354.000000 | NEW | 100.00 | 3.54 |
|
| Brighthouse Finl (BHF) | 0.0 | $155.000100 | NEW | 3.00 | 51.67 |
|
| American Airls (AAL) | 0.0 | $16.000000 | NEW | 2.00 | 8.00 |
|
Past Filings by Security National Bank
SEC 13F filings are viewable for Security National Bank going back to 2017
- Security National Bank 2024 Q1 filed April 15, 2024
- Security National Bank 2023 Q3 filed Oct. 20, 2023
- Security National Bank 2023 Q2 filed July 18, 2023
- Security National Bank 2023 Q1 filed April 17, 2023
- Security National Bank 2022 Q4 filed Feb. 1, 2023
- Security National Bank 2022 Q3 filed Oct. 18, 2022
- Security National Bank 2022 Q2 filed July 25, 2022
- Security National Bank 2022 Q1 filed April 25, 2022
- Security National Bank 2021 Q4 filed Jan. 28, 2022
- Security National Bank 2021 Q3 filed Oct. 14, 2021
- Security National Bank 2021 Q2 filed July 7, 2021
- Security National Bank 2021 Q1 filed April 5, 2021
- Security National Bank 2020 Q4 filed Feb. 1, 2021
- Security National Bank 2020 Q3 filed Oct. 19, 2020
- Security National Bank 2020 Q2 filed Aug. 11, 2020
- Security National Bank 2020 Q1 filed April 21, 2020