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, BRK.B, IWR, and represent 42.60% of Security National Bank's stock portfolio.
- Added to shares of these 10 stocks: TIPX (+$12M), AVGO, NOW, WEC, KLAC, HELO, HUBB, UNG, GOOGL, ACN.
- Started 7 new stock positions in WEC, AEP, UNG, AVAV, WBD, BA, FTRI.
- Reduced shares in these 10 stocks: NVDA, ARE, DE, LW, BRK.B, BLK, AAPL, INTC, MUSA, NKE.
- Sold out of its positions in CVCO, DXC, WIRE, GKOS, HPQ, INTC, IWF, DGRO, KEYS, LRGE. ROK, XLF.
- Security National Bank was a net buyer of stock by $12M.
- Security National Bank has $736M in assets under management (AUM), dropping by 6.87%.
- Central Index Key (CIK): 0001719739
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Portfolio Holdings for Security National Bank
Security National Bank holds 283 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Core S&p500 Etf (IVV) | 21.4 | $157M | 273k | 576.82 |
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| NVIDIA Corporation (NVDA) | 8.3 | $61M | -5% | 503k | 121.44 |
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| Berkshire Hathaway Cl A (BRK.A) | 4.7 | $35M | 50.00 | 691180.00 |
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| Berkshire Hathaway Cl B New (BRK.B) | 4.1 | $30M | 66k | 460.26 |
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| iShares ETFs/USA Rus Mid Cap Etf (IWR) | 4.1 | $30M | 343k | 88.14 |
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| Apple (AAPL) | 3.8 | $28M | 120k | 233.00 |
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| Murphy Usa (MUSA) | 3.4 | $25M | 50k | 492.87 |
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| Microsoft Corporation (MSFT) | 2.6 | $19M | 44k | 430.30 |
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| Suntx Capital Management Corp Com Cl A (ROAD) | 2.1 | $16M | 224k | 69.80 |
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| Amazon (AMZN) | 1.8 | $14M | 72k | 186.33 |
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| Palo Alto Networks (PANW) | 1.8 | $13M | 39k | 341.80 |
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| Lowe's Companies (LOW) | 1.7 | $12M | 46k | 270.85 |
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| Meritage Homes Corporation (MTH) | 1.7 | $12M | 59k | 205.07 |
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| State Street Global Advisors Bloomberg 1 10 Y (TIPX) | 1.6 | $12M | +10331% | 625k | 18.95 |
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| Visa Com Cl A (V) | 1.4 | $11M | 39k | 274.95 |
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| UnitedHealth (UNH) | 1.4 | $10M | 17k | 584.68 |
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| Zoetis Cl A (ZTS) | 1.3 | $9.4M | 48k | 195.38 |
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| Stryker Corporation (SYK) | 1.3 | $9.2M | 26k | 361.26 |
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| Merck & Co (MRK) | 1.1 | $8.4M | 74k | 113.56 |
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| Asml Holding Nv N Y Registry Shs (ASML) | 1.1 | $8.4M | 10k | 833.25 |
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| Lockheed Martin Corporation (LMT) | 1.1 | $8.3M | 14k | 584.56 |
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| Nextera Energy (NEE) | 1.1 | $7.8M | 92k | 84.53 |
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| JPMorgan Chase & Co. (JPM) | 1.0 | $7.7M | 37k | 210.86 |
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| Blackstone Group Inc Com Cl A (BX) | 1.0 | $7.7M | 50k | 153.13 |
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| Adobe Systems Incorporated (ADBE) | 1.0 | $7.0M | 14k | 517.78 |
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| BlackRock (BLK) | 0.9 | $6.8M | -3% | 7.2k | 949.51 |
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| Murphy Oil Corporation (MUR) | 0.9 | $6.7M | 197k | 33.74 |
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| JP Morgan Investment Management Equity Premium (JEPI) | 0.9 | $6.6M | +2% | 112k | 59.51 |
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| Honeywell International (HON) | 0.9 | $6.6M | 32k | 206.71 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $6.4M | +4% | 39k | 165.85 |
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| Green Brick Partners (GRBK) | 0.8 | $6.2M | 74k | 83.52 |
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| Thermo Fisher Scientific (TMO) | 0.8 | $6.1M | 9.9k | 618.57 |
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| Accenture Shs Class A (ACN) | 0.8 | $6.1M | +4% | 17k | 353.48 |
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| Diamondback Energy (FANG) | 0.8 | $5.7M | 33k | 172.40 |
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| Southern Copper Corporation (SCCO) | 0.7 | $5.1M | 44k | 115.67 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.7 | $5.0M | 209k | 23.95 |
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| Synopsys (SNPS) | 0.7 | $4.9M | 9.7k | 506.39 |
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| Vanguard Group Inc/The Extend Mkt Etf (VXF) | 0.7 | $4.8M | 26k | 181.99 |
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| Broadridge Financial Solutions (BR) | 0.6 | $4.3M | 20k | 215.03 |
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| Trimble Navigation (TRMB) | 0.6 | $4.1M | 66k | 62.09 |
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| Pepsi (PEP) | 0.5 | $3.8M | 23k | 170.06 |
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| GXO Logistics Common Stock (GXO) | 0.5 | $3.8M | 74k | 52.07 |
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| Vanguard S&p 500 Etf Shs (VOO) | 0.5 | $3.8M | 7.3k | 527.67 |
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| Broadcom (AVGO) | 0.5 | $3.7M | +898% | 21k | 172.50 |
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| nVent Electric SHS (NVT) | 0.5 | $3.4M | 48k | 70.26 |
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| KLA Corp Com New (KLAC) | 0.4 | $3.3M | +25% | 4.2k | 774.41 |
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| Valmont Industries (VMI) | 0.4 | $3.1M | 11k | 289.95 |
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| Vanguard Etf/usa Total Stk Mkt (VTI) | 0.4 | $2.9M | 10k | 283.16 |
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| Hubbell (HUBB) | 0.4 | $2.9M | +12% | 6.7k | 428.35 |
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| Johnson & Johnson (JNJ) | 0.4 | $2.7M | 17k | 162.06 |
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| Deere & Company (DE) | 0.4 | $2.6M | -44% | 6.3k | 417.33 |
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| Union Pacific Corporation (UNP) | 0.3 | $2.4M | 9.9k | 246.48 |
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| Bhp Billiton Sponsored Ads (BHP) | 0.3 | $2.4M | +4% | 38k | 62.11 |
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| Mastercard Cl A (MA) | 0.3 | $2.3M | 4.6k | 493.79 |
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| Chubb (CB) | 0.3 | $2.2M | +5% | 7.7k | 288.39 |
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| Casey's General Stores (CASY) | 0.3 | $1.9M | 5.0k | 375.72 |
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| Servicenow (NOW) | 0.2 | $1.7M | +820% | 1.9k | 894.39 |
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| Caterpillar (CAT) | 0.2 | $1.6M | 4.0k | 391.12 |
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| Merk Investments Gold Trust (OUNZ) | 0.2 | $1.3M | +2% | 50k | 25.39 |
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| Motorola Com New (MSI) | 0.2 | $1.2M | +21% | 2.8k | 449.63 |
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| JP Morgan Investment Management Hedged Equity La (HELO) | 0.2 | $1.2M | +77% | 19k | 61.14 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.1M | 6.7k | 167.19 |
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| Home Depot (HD) | 0.1 | $1.1M | 2.6k | 405.20 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $1.1M | 9.0k | 117.22 |
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| Kenvue (KVUE) | 0.1 | $1.0M | 45k | 23.13 |
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| Sprott Asset Management Unit (PHYS) | 0.1 | $1.0M | 51k | 20.38 |
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| Camden Property Trust Sh Ben Int (CPT) | 0.1 | $1.0M | 8.3k | 123.53 |
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| Ishares S&p 500 Grwt Etf (IVW) | 0.1 | $960k | 10k | 95.75 |
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| Cadence Bank (CADE) | 0.1 | $950k | 30k | 31.85 |
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| Wec Energy Group (WEC) | 0.1 | $937k | NEW | 9.7k | 96.18 |
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| Potlatch Corporation (PCH) | 0.1 | $916k | -2% | 20k | 45.05 |
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| Freyr Battery Com New (FREY) | 0.1 | $758k | 781k | 0.97 |
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| Costco Wholesale Corporation (COST) | 0.1 | $731k | +4% | 824.00 | 886.52 |
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| Invesco ETFs/USA Unit Ser 1 (QQQ) | 0.1 | $670k | +18% | 1.4k | 488.07 |
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| State Street ETF/USA Tr Unit (SPY) | 0.1 | $635k | +6% | 1.1k | 573.76 |
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| Chevron Corporation (CVX) | 0.1 | $632k | 4.3k | 147.27 |
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| McDonald's Corporation (MCD) | 0.1 | $625k | 2.1k | 304.51 |
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| Kosmos Energy (KOS) | 0.1 | $588k | 146k | 4.03 |
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| iShares ETFs/USA Core S&p Mcp Etf (IJH) | 0.1 | $567k | 9.1k | 62.32 |
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| Amgen (AMGN) | 0.1 | $565k | 1.8k | 322.21 |
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| BlackRock Fund Advisors Core S&p Scp Etf (IJR) | 0.1 | $543k | 4.6k | 116.96 |
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| Abbott Laboratories (ABT) | 0.1 | $519k | 4.6k | 114.01 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $507k | 2.5k | 206.57 |
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| Vanguard Whitehall High Div Yld (VYM) | 0.1 | $500k | 3.9k | 128.20 |
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| Microchip Technology (MCHP) | 0.1 | $494k | 6.2k | 80.29 |
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| State Street ETF/USA Prtflo S&p500 Hi (SPYD) | 0.1 | $446k | 9.8k | 45.65 |
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| Eaton Corp SHS (ETN) | 0.1 | $431k | 1.3k | 331.44 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $421k | 400.00 | 1051.24 |
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| Vanguard Etf/usa Inf Tech Etf (VGT) | 0.1 | $409k | -4% | 697.00 | 586.52 |
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| BlackRock Fund Advisors Intl Sel Div Etf (IDV) | 0.1 | $406k | 13k | 30.23 |
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| Aberdeen Standard Physcl Silvr Shs (SIVR) | 0.1 | $402k | 14k | 29.75 |
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| Abbvie (ABBV) | 0.1 | $398k | 2.0k | 197.48 |
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| Regions Financial Corporation (RF) | 0.1 | $395k | 17k | 23.33 |
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| Fidelity Management & Research Enhanced Large (FELG) | 0.1 | $371k | 11k | 33.18 |
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| Nucor Corporation (NUE) | 0.0 | $345k | 2.3k | 150.34 |
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| International Business Machines (IBM) | 0.0 | $317k | 1.4k | 221.08 |
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| Ishares/usa S&P SML 600 GWT (IJT) | 0.0 | $316k | 2.3k | 139.49 |
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| MGE Energy (MGEE) | 0.0 | $299k | +444% | 3.3k | 91.45 |
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| BlackRock Fund Advisors Msci Acwi Ex Us (ACWX) | 0.0 | $299k | 5.2k | 57.22 |
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| Vanguard Group Short Trm Bond (BSV) | 0.0 | $283k | 3.6k | 78.69 |
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| Valero Energy Corporation (VLO) | 0.0 | $273k | 2.0k | 135.03 |
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| Texas Pacific Land Corp (TPL) | 0.0 | $265k | 300.00 | 884.74 |
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| United States Commodity Funds Unit Par (UNG) | 0.0 | $262k | NEW | 16k | 16.33 |
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| Eli Lilly & Co. (LLY) | 0.0 | $260k | 293.00 | 885.94 |
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| Progressive Corporation (PGR) | 0.0 | $254k | 1.0k | 253.76 |
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| Vanguard Etf/usa Int-term Corp (VCIT) | 0.0 | $251k | 3.0k | 83.75 |
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| Coca-Cola Company (KO) | 0.0 | $248k | 3.5k | 71.86 |
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| First Trust Advisors Pfd Secs Inc Etf (FPE) | 0.0 | $242k | +3% | 13k | 18.10 |
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| Principal Financial (PFG) | 0.0 | $240k | 2.8k | 85.90 |
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| Old Dominion Freight Line (ODFL) | 0.0 | $234k | 1.2k | 198.64 |
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| Fiserv (FI) | 0.0 | $216k | 1.2k | 179.65 |
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| Roper Industries (ROP) | 0.0 | $209k | 375.00 | 556.44 |
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| Danaher Corporation (DHR) | 0.0 | $198k | 711.00 | 278.02 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $195k | 1.6k | 121.16 |
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| Iron Mountain (IRM) | 0.0 | $192k | 1.6k | 118.83 |
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| Crowdstrike Holdings Cl A (CRWD) | 0.0 | $190k | +106% | 679.00 | 280.47 |
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| Wal-Mart Stores (WMT) | 0.0 | $189k | 2.3k | 80.75 |
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| BlackRock Fund Advisors S&p Mc 400gr Etf (IJK) | 0.0 | $179k | 2.0k | 91.93 |
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| S&p Global (SPGI) | 0.0 | $173k | 335.00 | 516.63 |
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| Vanguard ETF/USA Growth Etf (VUG) | 0.0 | $173k | 450.00 | 383.93 |
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| Booking Holdings (BKNG) | 0.0 | $169k | 40.00 | 4212.12 |
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| Phillips 66 (PSX) | 0.0 | $168k | 1.3k | 131.45 |
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| EOG Resources (EOG) | 0.0 | $162k | +12% | 1.3k | 122.93 |
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| General Mills (GIS) | 0.0 | $155k | 2.1k | 73.85 |
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| American Express Company (AXP) | 0.0 | $152k | -6% | 560.00 | 271.20 |
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| Meta Platforms Cl A (META) | 0.0 | $152k | 265.00 | 572.45 |
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| Vanguard ETF/USA Energy Etf (VDE) | 0.0 | $143k | 1.2k | 122.47 |
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| JP Morgan Investment Management Inc/Singapore Nasdaq Eqt Prem (JEPQ) | 0.0 | $143k | 2.6k | 54.93 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $141k | 304.00 | 465.08 |
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| BlackRock Fund Advisors Em Mkts Div Etf (DVYE) | 0.0 | $141k | 4.9k | 28.70 |
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| Paccar (PCAR) | 0.0 | $140k | -38% | 1.4k | 98.68 |
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| Ishares Ishares (SLV) | 0.0 | $139k | 4.9k | 28.41 |
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| Select Sector Spdr Technology (XLK) | 0.0 | $136k | 600.00 | 225.76 |
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| State Street ETF/USA Rl Est Sel Sec (XLRE) | 0.0 | $135k | 3.0k | 44.67 |
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| Verisk Analytics (VRSK) | 0.0 | $134k | 500.00 | 267.96 |
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| American Electric Power Company (AEP) | 0.0 | $130k | NEW | 1.3k | 102.60 |
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| ConocoPhillips (COP) | 0.0 | $125k | 1.2k | 105.28 |
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| iShares ETFs/USA Core 1 5 Yr Usd (ISTB) | 0.0 | $125k | +31% | 2.6k | 48.68 |
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| Autodesk (ADSK) | 0.0 | $124k | 450.00 | 275.48 |
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| Procter & Gamble Company (PG) | 0.0 | $120k | 693.00 | 173.20 |
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| Linde SHS (LIN) | 0.0 | $119k | 250.00 | 476.86 |
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| Verizon Communications (VZ) | 0.0 | $116k | 2.6k | 44.91 |
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| Ecolab (ECL) | 0.0 | $115k | 450.00 | 255.33 |
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| Ishares S&p 500 Val Etf (IVE) | 0.0 | $112k | 569.00 | 197.17 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $111k | 225.00 | 491.27 |
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| First Trust Advisors Dj Internt Idx (FDN) | 0.0 | $105k | 495.00 | 211.83 |
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| At&t (T) | 0.0 | $104k | 4.7k | 22.00 |
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| BlackRock Fund Advisors Morningstr Us Eq (ILCB) | 0.0 | $103k | 1.3k | 79.23 |
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| Hewlett Packard Enterprise (HPE) | 0.0 | $102k | -7% | 5.0k | 20.46 |
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| Firstservice Corp (FSV) | 0.0 | $101k | 553.00 | 182.46 |
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| Altria (MO) | 0.0 | $100k | 2.0k | 51.04 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $99k | 255.00 | 389.13 |
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| National Retail Properties (NNN) | 0.0 | $95k | 1.9k | 48.49 |
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| O'reilly Automotive (ORLY) | 0.0 | $92k | 80.00 | 1151.60 |
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| Paychex (PAYX) | 0.0 | $91k | 675.00 | 134.19 |
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| GSK Sponsored Adr (GSK) | 0.0 | $90k | 2.2k | 40.88 |
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| Ameriprise Financial (AMP) | 0.0 | $90k | 191.00 | 469.81 |
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| Dow (DOW) | 0.0 | $89k | 1.6k | 54.63 |
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| US Bancorp Com New (USB) | 0.0 | $88k | 1.9k | 45.73 |
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| Tapestry (TPR) | 0.0 | $87k | 1.9k | 46.98 |
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| Easterly Government Properti reit (DEA) | 0.0 | $87k | 6.4k | 13.58 |
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| Becton, Dickinson and (BDX) | 0.0 | $86k | -12% | 358.00 | 241.10 |
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| Nike CL B (NKE) | 0.0 | $85k | -52% | 964.00 | 88.40 |
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| Colliers International Group I Sub Vtg Shs (CIGI) | 0.0 | $84k | 553.00 | 151.81 |
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| Antero Midstream Corp antero midstream (AM) | 0.0 | $84k | 5.6k | 15.05 |
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| Corning Incorporated (GLW) | 0.0 | $81k | 1.8k | 45.15 |
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| Interpublic Group of Companies (IPG) | 0.0 | $81k | +4% | 2.6k | 31.63 |
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| Hca Holdings (HCA) | 0.0 | $81k | 200.00 | 406.43 |
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| Alcon Ord Shs (ALC) | 0.0 | $80k | 800.00 | 100.07 |
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| Hercules Technology Growth Capital (HTGC) | 0.0 | $79k | 4.0k | 19.64 |
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| Capital One Financial (COF) | 0.0 | $78k | 520.00 | 149.73 |
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| Blackstone Secd Ln Common Stock (BXSL) | 0.0 | $77k | 2.6k | 29.29 |
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| Select Sector Spdr Sbi Int-utils (XLU) | 0.0 | $76k | 944.00 | 80.78 |
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| MidCap Financial Investment Com New (MFIC) | 0.0 | $74k | 5.6k | 13.39 |
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| Freyr Battery *w Exp 07/09/202 (FREY.WS) | 0.0 | $73k | 1.0M | 0.07 |
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| Vanguard ETF/USA Health Car Etf (VHT) | 0.0 | $70k | 249.00 | 282.20 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $70k | 111.00 | 631.82 |
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| Aberdeen Standard Investments Physcl Gold Shs (SGOL) | 0.0 | $69k | 2.8k | 25.13 |
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| Whirlpool Corporation (WHR) | 0.0 | $69k | 645.00 | 107.00 |
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| Ares Capital Corporation (ARCC) | 0.0 | $69k | 3.3k | 20.94 |
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| Target Corporation (TGT) | 0.0 | $67k | 430.00 | 155.86 |
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| iShares ETFs/USA Ishs 1-5yr Invs (IGSB) | 0.0 | $66k | 1.2k | 52.66 |
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| T. Rowe Price (TROW) | 0.0 | $65k | 600.00 | 108.93 |
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| Pfizer (PFE) | 0.0 | $65k | 2.3k | 28.94 |
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| Sixth Street Specialty Lending (TSLX) | 0.0 | $65k | 3.2k | 20.53 |
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| JP Morgan ETFs/USA Ultra Shrt Inc (JPST) | 0.0 | $65k | 1.3k | 50.74 |
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| Ishares Iboxx Inv Cp Etf (LQD) | 0.0 | $63k | 560.00 | 112.98 |
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| Intercontinental Exchange (ICE) | 0.0 | $63k | 390.00 | 160.64 |
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| Vanguard ETF/USA Value Etf (VTV) | 0.0 | $61k | 350.00 | 174.57 |
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| Waste Management (WM) | 0.0 | $60k | 291.00 | 207.60 |
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| State Street Etf/usa Utser1 S&pdcrp (MDY) | 0.0 | $57k | 100.00 | 569.66 |
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| Pulte (PHM) | 0.0 | $56k | 390.00 | 143.53 |
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| Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $55k | 130.00 | 423.12 |
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| ConAgra Foods (CAG) | 0.0 | $55k | 1.7k | 32.52 |
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| SSgA Funds Management Spdr Msci Usa Ge (SHE) | 0.0 | $53k | 467.00 | 113.59 |
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| NextEra Energy Equity Partners Com Unit Part In (NEP) | 0.0 | $51k | 1.9k | 27.62 |
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| iShares ETFs/USA U.s. Utilits Etf (IDU) | 0.0 | $51k | 500.00 | 102.02 |
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| Wells Fargo & Company (WFC) | 0.0 | $51k | 896.00 | 56.49 |
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| TJX Companies (TJX) | 0.0 | $50k | 426.00 | 117.54 |
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| Prudential Financial (PRU) | 0.0 | $48k | 400.00 | 121.10 |
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| FedEx Corporation (FDX) | 0.0 | $48k | 175.00 | 273.68 |
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| Matson (MATX) | 0.0 | $47k | 328.00 | 142.62 |
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| Oneok (OKE) | 0.0 | $45k | 495.00 | 91.13 |
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| Kodiak Gas Svcs (KGS) | 0.0 | $45k | +9% | 1.6k | 29.00 |
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| American Tower Reit (AMT) | 0.0 | $44k | 190.00 | 232.55 |
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| Vitesse Energy Common Stock (VTS) | 0.0 | $43k | +5% | 1.8k | 24.02 |
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| Iqvia Holdings (IQV) | 0.0 | $42k | 178.00 | 236.97 |
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| Boston Omaha Corp Cl A Com Stk (BOC) | 0.0 | $42k | 2.8k | 14.87 |
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| Polaris Industries (PII) | 0.0 | $42k | 500.00 | 83.24 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $41k | 145.00 | 281.37 |
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| Oaktree Specialty Lending Corp (OCSL) | 0.0 | $40k | +9% | 2.4k | 16.31 |
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| Tesla Motors (TSLA) | 0.0 | $39k | 150.00 | 261.63 |
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| Walt Disney Company (DIS) | 0.0 | $39k | 400.00 | 96.19 |
|
|
| Lamb Weston Hldgs (LW) | 0.0 | $36k | -92% | 559.00 | 64.74 |
|
| Deluxe Corporation (DLX) | 0.0 | $35k | 1.8k | 19.49 |
|
|
| Kohl's Corporation (KSS) | 0.0 | $34k | +7% | 1.6k | 21.10 |
|
| Spdr Gold Trust Gold Shs (GLD) | 0.0 | $33k | 137.00 | 243.06 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $33k | 500.00 | 65.99 |
|
|
| PPG Industries (PPG) | 0.0 | $33k | 249.00 | 132.46 |
|
|
| Eagle Materials (EXP) | 0.0 | $32k | 111.00 | 287.65 |
|
|
| Steel Dynamics (STLD) | 0.0 | $32k | 251.00 | 126.08 |
|
|
| AeroVironment (AVAV) | 0.0 | $31k | NEW | 153.00 | 200.50 |
|
| Utd Parcel Serv CL B (UPS) | 0.0 | $27k | 200.00 | 136.34 |
|
|
| Cardiff Oncology (CRDF) | 0.0 | $26k | 9.8k | 2.67 |
|
|
| Baxter International (BAX) | 0.0 | $26k | 683.00 | 37.97 |
|
|
| iShares/USA Msci Switzerland (EWL) | 0.0 | $26k | 497.00 | 52.10 |
|
|
| PNC Financial Services (PNC) | 0.0 | $24k | 131.00 | 184.85 |
|
|
| Emerson Electric (EMR) | 0.0 | $22k | 200.00 | 109.37 |
|
|
| 3M Company (MMM) | 0.0 | $22k | 160.00 | 136.70 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $22k | 550.00 | 39.68 |
|
|
| Devon Energy Corporation (DVN) | 0.0 | $22k | 552.00 | 39.12 |
|
|
| Fortive (FTV) | 0.0 | $22k | 273.00 | 78.93 |
|
|
| BlackRock Fund Advisors Msci Gbl Sus Dev (SDG) | 0.0 | $21k | 250.00 | 84.79 |
|
|
| Church & Dwight (CHD) | 0.0 | $21k | 201.00 | 104.72 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $20k | 182.00 | 111.86 |
|
|
| Marriott International Cl A (MAR) | 0.0 | $20k | 80.00 | 248.60 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $19k | 50.00 | 381.68 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $19k | 68.00 | 276.74 |
|
|
| BlackRock Fund Advisors Msci Cda Etf (EWC) | 0.0 | $17k | 409.00 | 41.52 |
|
|
| Cigna Corp (CI) | 0.0 | $17k | 49.00 | 346.45 |
|
|
| Bwx Technologies (BWXT) | 0.0 | $16k | 150.00 | 108.70 |
|
|
| Medtronic SHS (MDT) | 0.0 | $16k | 179.00 | 90.03 |
|
|
| Lithia Motors (LAD) | 0.0 | $16k | 50.00 | 317.64 |
|
|
| Boeing Company (BA) | 0.0 | $15k | NEW | 100.00 | 152.04 |
|
| Chemed Corp Com Stk (CHE) | 0.0 | $15k | 25.00 | 600.96 |
|
|
| Aptar (ATR) | 0.0 | $14k | 85.00 | 160.19 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $12k | +300% | 60.00 | 205.88 |
|
| ResMed (RMD) | 0.0 | $12k | 50.00 | 244.12 |
|
|
| Charles Schwab Investment Management Us Dividend Eq (SCHD) | 0.0 | $12k | -48% | 139.00 | 84.53 |
|
| Albemarle Corporation (ALB) | 0.0 | $12k | 123.00 | 94.71 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $11k | 76.00 | 148.47 |
|
|
| BlackRock Fund Advisors Glb Enr Prod Etf (FILL) | 0.0 | $11k | 450.00 | 24.81 |
|
|
| Generac Holdings (GNRC) | 0.0 | $11k | 70.00 | 158.89 |
|
|
| Boston Omaha Corp Com Cl A (SKYH) | 0.0 | $11k | 950.00 | 11.04 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $10k | 100.00 | 103.81 |
|
|
| Pool Corporation (POOL) | 0.0 | $9.4k | 25.00 | 376.80 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $9.2k | 215.00 | 42.77 |
|
|
| Dominion Resources (D) | 0.0 | $9.2k | 159.00 | 57.79 |
|
|
| Copart (CPRT) | 0.0 | $9.2k | 175.00 | 52.40 |
|
|
| Alexander & Baldwin (ALEX) | 0.0 | $8.9k | 465.00 | 19.20 |
|
|
| Vanguard Etf/usa Div App Etf (VIG) | 0.0 | $8.7k | 44.00 | 198.07 |
|
|
| Hormel Foods Corporation (HRL) | 0.0 | $8.4k | 264.00 | 31.70 |
|
|
| United Rentals (URI) | 0.0 | $8.1k | 10.00 | 809.70 |
|
|
| Baker Hughes Cl A (BKR) | 0.0 | $7.7k | 214.00 | 36.15 |
|
|
| iShares ETFs/USA Mrgstr Md Cp Etf (IMCB) | 0.0 | $7.6k | 100.00 | 76.02 |
|
|
| Alexandria Real Estate Equities (ARE) | 0.0 | $6.7k | -99% | 56.00 | 118.75 |
|
| AdvisorShares ETFs/USA Pure Cannabis (YOLO) | 0.0 | $6.4k | 2.0k | 3.26 |
|
|
| Vanguard ETF/USA Consum Stp Etf (VDC) | 0.0 | $5.5k | 25.00 | 218.48 |
|
|
| First Trust Advisors Indxx Nat Re Etf (FTRI) | 0.0 | $5.3k | NEW | 396.00 | 13.49 |
|
| Zimmer Holdings (ZBH) | 0.0 | $4.2k | 39.00 | 107.95 |
|
|
| V.F. Corporation (VFC) | 0.0 | $4.0k | 200.00 | 19.95 |
|
|
| Vontier Corporation (VNT) | 0.0 | $3.7k | 109.00 | 33.74 |
|
|
| Southwest Airlines (LUV) | 0.0 | $3.6k | 121.00 | 29.63 |
|
|
| MetLife (MET) | 0.0 | $3.5k | 42.00 | 82.48 |
|
|
| Weyerhaeuser Com New (WY) | 0.0 | $3.4k | 100.00 | 33.86 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $2.0k | -73% | 12.00 | 164.08 |
|
| Organigram Holdings Ord (OGI) | 0.0 | $1.9k | 1.1k | 1.81 |
|
|
| Sundial Growers (SNDL) | 0.0 | $1.2k | 575.00 | 2.06 |
|
|
| Irhythm Technologies (IRTC) | 0.0 | $667.999800 | 9.00 | 74.22 |
|
|
| Nokia Oyj Sponsored Adr (NOK) | 0.0 | $437.000000 | 100.00 | 4.37 |
|
|
| Brighthouse Finl (BHF) | 0.0 | $135.000000 | 3.00 | 45.00 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $83.000000 | NEW | 10.00 | 8.30 |
|
| American Airls (AAL) | 0.0 | $12.000000 | 2.00 | 6.00 |
|
Past Filings by Security National Bank
SEC 13F filings are viewable for Security National Bank going back to 2017
- Security National Bank 2024 Q3 filed Oct. 7, 2024
- Security National Bank 2024 Q2 filed July 22, 2024
- 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