Security National Bank
Latest statistics and disclosures from Security National Bank's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, BRK.A, BRK.B, AAPL, MSFT, and represent 33.92% of Security National Bank's stock portfolio.
- Added to shares of these 10 stocks: DIVO (+$7.4M), IBM, CDX, WM, BRK.B, VTI, JPST, GLW, RTX, NOW.
- Started 78 new stock positions in LULU, FBND, VEEV, GMAB, CBOE, OTIS, VST, CAVA, CGDV, UAMY.
- Reduced shares in these 10 stocks: JEPI (-$7.5M), ACN, UNH, XLI, NVDA, META, LMT, NET, VLO, IJH.
- Sold out of its positions in ARCC, CRI, NET, DAL, AJG, IMCB, HYG, GNMA, SLQD, KOS. LMT, TSLX, VTIP, WBD, WHR.
- Security National Bank was a net buyer of stock by $30M.
- Security National Bank has $653M in assets under management (AUM), dropping by 13.01%.
- Central Index Key (CIK): 0001719739
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Portfolio Holdings for Security National Bank
Security National Bank holds 378 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 13.1 | $85M | 458k | 186.58 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 7.2 | $47M | 62.00 | 754200.00 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.4 | $35M | +4% | 70k | 502.74 |
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| Apple (AAPL) | 4.4 | $29M | 112k | 254.63 |
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| Microsoft Corporation (MSFT) | 3.9 | $26M | 50k | 517.95 |
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| Murphy Usa (MUSA) | 3.1 | $20M | 53k | 388.26 |
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| Amazon (AMZN) | 2.6 | $17M | +4% | 77k | 219.57 |
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| Palo Alto Networks (PANW) | 2.6 | $17M | +6% | 83k | 203.62 |
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| Visa Com Cl A (V) | 2.1 | $13M | 39k | 341.38 |
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| JPMorgan Chase & Co. (JPM) | 1.9 | $12M | +2% | 39k | 315.43 |
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| Spdr Series Trust Bloomberg 1 10 Y (TIPX) | 1.8 | $12M | 612k | 19.29 |
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| Lowe's Companies (LOW) | 1.7 | $11M | +2% | 45k | 251.31 |
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| Asml Holding N V N Y Registry Shs (ASML) | 1.7 | $11M | +8% | 12k | 968.09 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $11M | +5% | 46k | 243.10 |
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| Stryker Corporation (SYK) | 1.6 | $10M | +4% | 28k | 369.67 |
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| Raytheon Technologies Corp (RTX) | 1.4 | $9.4M | +14% | 56k | 167.33 |
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| Meritage Homes Corporation (MTH) | 1.4 | $8.9M | 124k | 72.43 |
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| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 1.3 | $8.8M | +4% | 236k | 37.19 |
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| Blackstone Group Inc Com Cl A (BX) | 1.3 | $8.6M | +3% | 50k | 170.85 |
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| Blackrock (BLK) | 1.3 | $8.5M | +3% | 7.3k | 1165.87 |
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| Zoetis Cl A (ZTS) | 1.2 | $7.9M | +4% | 54k | 146.32 |
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| Broadcom (AVGO) | 1.2 | $7.6M | +4% | 23k | 329.91 |
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| Nextera Energy (NEE) | 1.1 | $7.4M | +5% | 98k | 75.49 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $7.4M | 11k | 669.30 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 1.1 | $7.4M | NEW | 166k | 44.57 |
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| Kla Corp Com New (KLAC) | 1.1 | $6.9M | +10% | 6.4k | 1078.60 |
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| Servicenow (NOW) | 1.0 | $6.6M | +18% | 7.2k | 920.28 |
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| Costco Wholesale Corporation (COST) | 1.0 | $6.4M | +7% | 6.9k | 925.63 |
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| Southern Copper Corporation (SCCO) | 1.0 | $6.3M | +9% | 52k | 121.36 |
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| Green Brick Partners (GRBK) | 1.0 | $6.3M | +7% | 85k | 73.86 |
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| Synopsys (SNPS) | 0.9 | $6.0M | +12% | 12k | 493.39 |
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| Trimble Navigation (TRMB) | 0.9 | $6.0M | +8% | 73k | 81.65 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.9 | $5.8M | +26% | 114k | 50.73 |
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| Murphy Oil Corporation (MUR) | 0.9 | $5.7M | 200k | 28.41 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.8 | $5.5M | 26k | 209.34 |
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| Thermo Fisher Scientific (TMO) | 0.8 | $5.5M | +12% | 11k | 485.02 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $5.0M | 8.2k | 612.38 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $5.0M | +42% | 15k | 328.17 |
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| Boston Scientific Corporation (BSX) | 0.7 | $4.9M | +9% | 50k | 97.63 |
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| Gxo Logistics Incorporated Common Stock (GXO) | 0.7 | $4.8M | +7% | 91k | 52.89 |
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| Hubbell (HUBB) | 0.7 | $4.6M | +12% | 11k | 430.31 |
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| International Business Machines (IBM) | 0.7 | $4.5M | +1089% | 16k | 282.16 |
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| Deere & Company (DE) | 0.7 | $4.4M | +9% | 9.6k | 457.26 |
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| Nvent Electric SHS (NVT) | 0.7 | $4.4M | 44k | 98.64 |
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| Valmont Industries (VMI) | 0.7 | $4.4M | 11k | 387.73 |
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| Diamondback Energy (FANG) | 0.7 | $4.3M | +3% | 30k | 143.10 |
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| Simplify Exchange Traded Fun None (CDX) | 0.6 | $4.1M | NEW | 179k | 22.90 |
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| Broadridge Financial Solutions (BR) | 0.6 | $4.0M | -2% | 17k | 238.17 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.6 | $4.0M | -65% | 69k | 57.09 |
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| Casey's General Stores (CASY) | 0.5 | $3.3M | 5.9k | 565.32 |
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| Mastercard Incorporated Cl A (MA) | 0.5 | $3.0M | +17% | 5.2k | 568.81 |
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| Johnson & Johnson (JNJ) | 0.4 | $2.9M | 16k | 185.42 |
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| Waste Management (WM) | 0.4 | $2.7M | +3711% | 12k | 220.83 |
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| Chubb (CB) | 0.4 | $2.5M | +8% | 9.0k | 282.25 |
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| Abbott Laboratories (ABT) | 0.4 | $2.4M | 18k | 133.94 |
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| Caterpillar (CAT) | 0.3 | $2.3M | +17% | 4.7k | 477.16 |
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| Union Pacific Corporation (UNP) | 0.3 | $2.2M | 9.3k | 236.37 |
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| Vitesse Energy Common Stock (VTS) | 0.3 | $1.9M | +2% | 84k | 23.23 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.3 | $1.9M | +3% | 34k | 57.52 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $1.9M | +5% | 16k | 120.72 |
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| Motorola Solutions Com New (MSI) | 0.3 | $1.8M | +2% | 4.0k | 457.29 |
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| Procter & Gamble Company (PG) | 0.3 | $1.8M | 12k | 153.65 |
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| T1 Energy Com New (TE) | 0.3 | $1.7M | 781k | 2.18 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.6M | 6.7k | 243.55 |
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| RPM International (RPM) | 0.2 | $1.6M | 14k | 117.88 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.6M | 2.6k | 600.37 |
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| Sprott Asset Management Unit (PHYS) | 0.2 | $1.5M | 51k | 29.62 |
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| Meta Platforms Cl A (META) | 0.2 | $1.4M | -32% | 1.9k | 734.38 |
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| Corning Incorporated (GLW) | 0.2 | $1.4M | +770% | 17k | 82.03 |
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| Eli Lilly & Co. (LLY) | 0.2 | $1.3M | +14% | 1.8k | 763.00 |
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| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.2 | $1.3M | +11% | 20k | 65.00 |
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| Home Depot (HD) | 0.2 | $1.3M | +46% | 3.2k | 405.19 |
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| Cadence Bank (CADE) | 0.2 | $1.1M | 30k | 37.54 |
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| Wec Energy Group (WEC) | 0.2 | $1.1M | -3% | 9.6k | 114.59 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $999k | 8.9k | 112.75 |
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| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.1 | $910k | +51% | 21k | 44.48 |
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| Pepsi (PEP) | 0.1 | $890k | -4% | 6.3k | 140.44 |
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| Camden Ppty Tr Sh Ben Int (CPT) | 0.1 | $857k | -2% | 8.0k | 106.78 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $824k | 6.9k | 118.83 |
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| Potlatch Corporation (PCH) | 0.1 | $812k | 20k | 40.75 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $773k | -16% | 12k | 65.26 |
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| Altria (MO) | 0.1 | $723k | +438% | 11k | 66.06 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $696k | 1.0k | 666.18 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $681k | -3% | 1.9k | 365.48 |
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| Kenvue (KVUE) | 0.1 | $660k | -7% | 41k | 16.23 |
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| Chevron Corporation (CVX) | 0.1 | $580k | 3.7k | 155.29 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $556k | +13% | 8.5k | 65.01 |
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| McDonald's Corporation (MCD) | 0.1 | $522k | 1.7k | 303.90 |
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| Sky Harbour Group Corporatio Com Cl A (SKYH) | 0.1 | $514k | +5377% | 52k | 9.87 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $503k | 3.6k | 140.95 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $501k | 14k | 36.55 |
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| Goldman Sachs Etf Tr Equal Weight Us (GSEW) | 0.1 | $500k | NEW | 5.9k | 85.04 |
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| Eaton Corp SHS (ETN) | 0.1 | $499k | 1.3k | 374.25 |
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| Amgen (AMGN) | 0.1 | $496k | +22% | 1.8k | 282.20 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $486k | NEW | 1.5k | 323.58 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $468k | 627.00 | 746.63 |
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| Honeywell International (HON) | 0.1 | $462k | 2.2k | 210.50 |
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| Fidelity Covington Trust Enhanced Large (FELG) | 0.1 | $460k | 11k | 41.12 |
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| Regions Financial Corporation (RF) | 0.1 | $452k | 17k | 26.37 |
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| Marriott Intl Cl A (MAR) | 0.1 | $450k | +2060% | 1.7k | 260.44 |
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| Spdr Series Trust Prtflo S&p500 Hi (SPYD) | 0.1 | $429k | 9.8k | 44.00 |
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| Alliance Resource Partners L Ut Ltd Part (ARLP) | 0.1 | $403k | NEW | 16k | 25.29 |
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| Business First Bancshares (BFST) | 0.1 | $401k | 17k | 23.61 |
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| Vistra Energy (VST) | 0.1 | $397k | NEW | 2.0k | 195.92 |
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| Tesla Motors (TSLA) | 0.1 | $392k | -3% | 882.00 | 444.72 |
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| Microchip Technology (MCHP) | 0.1 | $383k | 6.0k | 64.22 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $381k | +278% | 852.00 | 447.23 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $377k | 768.00 | 490.38 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $346k | NEW | 4.8k | 71.37 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $344k | +9% | 4.1k | 84.11 |
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| Starbucks Corporation (SBUX) | 0.1 | $338k | NEW | 4.0k | 84.60 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $336k | -26% | 1.8k | 183.73 |
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| Republic Services (RSG) | 0.0 | $326k | NEW | 1.4k | 229.48 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $321k | 2.3k | 141.50 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $313k | NEW | 4.1k | 76.40 |
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| Ferrari Nv Ord (RACE) | 0.0 | $312k | +23% | 643.00 | 485.22 |
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| Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.0 | $309k | NEW | 1.9k | 165.45 |
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| Uber Technologies (UBER) | 0.0 | $308k | 3.1k | 97.97 |
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| Citigroup Com New (C) | 0.0 | $305k | 3.0k | 101.50 |
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| Devon Energy Corporation (DVN) | 0.0 | $294k | +1810% | 8.4k | 35.06 |
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| salesforce (CRM) | 0.0 | $294k | NEW | 1.2k | 237.00 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $284k | 3.6k | 78.91 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $281k | +9% | 4.7k | 59.92 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $279k | +73% | 1.5k | 186.49 |
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| Wal-Mart Stores (WMT) | 0.0 | $279k | 2.7k | 103.06 |
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| MGE Energy (MGEE) | 0.0 | $275k | 3.3k | 84.18 |
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| Abbvie (ABBV) | 0.0 | $266k | -33% | 1.1k | 231.54 |
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| Us Bancorp Del Com New (USB) | 0.0 | $258k | 5.3k | 48.33 |
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| Valero Energy Corporation (VLO) | 0.0 | $252k | -40% | 1.5k | 170.26 |
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| Progressive Corporation (PGR) | 0.0 | $250k | 1.0k | 246.95 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $246k | +13% | 512.00 | 479.61 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $242k | 10k | 23.28 |
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| Coca-Cola Company (KO) | 0.0 | $229k | 3.5k | 66.32 |
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| Nucor Corporation (NUE) | 0.0 | $226k | 1.7k | 135.43 |
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| Huntington Bancshares Incorporated (HBAN) | 0.0 | $225k | 13k | 17.27 |
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| Ishares Tr Core Msci Pac (IPAC) | 0.0 | $218k | +42% | 3.0k | 73.43 |
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| Booking Holdings (BKNG) | 0.0 | $216k | 40.00 | 5399.27 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $207k | 4.9k | 42.37 |
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| Qualcomm (QCOM) | 0.0 | $201k | NEW | 1.2k | 166.36 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $193k | 509.00 | 378.94 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $187k | 2.0k | 95.89 |
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| Roper Industries (ROP) | 0.0 | $187k | 375.00 | 498.69 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $182k | +3% | 653.00 | 279.29 |
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| Enbridge (ENB) | 0.0 | $181k | 3.6k | 50.46 |
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| Bank of America Corporation (BAC) | 0.0 | $180k | +39% | 3.5k | 51.59 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $176k | 3.7k | 47.63 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $173k | +26% | 9.5k | 18.24 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $169k | 600.00 | 281.86 |
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| Okta Cl A (OKTA) | 0.0 | $167k | NEW | 1.8k | 91.70 |
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| Old Dominion Freight Line (ODFL) | 0.0 | $166k | 1.2k | 140.78 |
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| S&p Global (SPGI) | 0.0 | $163k | 335.00 | 486.71 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $163k | +25% | 3.0k | 54.18 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.0 | $156k | NEW | 3.4k | 46.24 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.0 | $156k | NEW | 3.7k | 42.03 |
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| Fiserv (FI) | 0.0 | $155k | 1.2k | 128.93 |
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| Verizon Communications (VZ) | 0.0 | $155k | 3.5k | 43.95 |
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| American Express Company (AXP) | 0.0 | $154k | -14% | 464.00 | 332.16 |
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| Hf Sinclair Corp (DINO) | 0.0 | $153k | 2.9k | 52.34 |
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| Danaher Corporation (DHR) | 0.0 | $153k | 770.00 | 198.26 |
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| Merck & Co (MRK) | 0.0 | $149k | -13% | 1.8k | 83.93 |
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| Ishares Em Mkts Div Etf (DVYE) | 0.0 | $147k | 4.9k | 29.69 |
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| Antero Midstream Corp antero midstream (AM) | 0.0 | $146k | +31% | 7.5k | 19.44 |
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| Paccar (PCAR) | 0.0 | $145k | 1.5k | 98.32 |
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| Phillips 66 (PSX) | 0.0 | $143k | 1.1k | 136.02 |
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| Autodesk (ADSK) | 0.0 | $143k | 450.00 | 317.67 |
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| American Electric Power Company (AEP) | 0.0 | $143k | 1.3k | 112.50 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $139k | 255.00 | 546.77 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $139k | 495.00 | 279.84 |
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| Verisk Analytics (VRSK) | 0.0 | $130k | +3% | 515.00 | 251.51 |
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| O'reilly Automotive (ORLY) | 0.0 | $129k | 1.2k | 107.81 |
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| Iron Mountain (IRM) | 0.0 | $128k | -24% | 1.3k | 101.94 |
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| UnitedHealth (UNH) | 0.0 | $127k | -94% | 368.00 | 345.32 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $127k | 3.0k | 42.13 |
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| Williams Companies (WMB) | 0.0 | $127k | 2.0k | 63.35 |
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| Ecolab (ECL) | 0.0 | $123k | 450.00 | 273.86 |
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| Vanguard World Energy Etf (VDE) | 0.0 | $120k | 955.00 | 125.86 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $118k | 569.00 | 206.51 |
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| Ge Vernova (GEV) | 0.0 | $117k | +900% | 190.00 | 614.90 |
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| At&t (T) | 0.0 | $115k | 4.1k | 28.24 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $113k | -97% | 456.00 | 246.60 |
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| ConocoPhillips (COP) | 0.0 | $112k | 1.2k | 94.59 |
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| Capital One Financial (COF) | 0.0 | $111k | 520.00 | 212.58 |
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| Ishares Tr Morningstr Us Eq (ILCB) | 0.0 | $107k | 1.2k | 92.42 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.0 | $106k | -46% | 2.2k | 48.84 |
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| Firstservice Corp (FSV) | 0.0 | $105k | 553.00 | 190.49 |
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| Vanguard World Mega Cap Index (MGC) | 0.0 | $104k | NEW | 424.00 | 244.09 |
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| GSK Sponsored Adr (GSK) | 0.0 | $102k | 2.4k | 43.16 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $101k | 2.8k | 36.81 |
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| Hewlett Packard Enterprise (HPE) | 0.0 | $101k | -21% | 4.1k | 24.56 |
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| UGI Corporation (UGI) | 0.0 | $100k | 3.0k | 33.26 |
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| Linde SHS (LIN) | 0.0 | $95k | 200.00 | 475.00 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $95k | 1.0k | 93.35 |
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| Ameriprise Financial (AMP) | 0.0 | $94k | 191.00 | 491.25 |
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| Skyworks Solutions (SWKS) | 0.0 | $92k | 1.2k | 76.98 |
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| National Retail Properties (NNN) | 0.0 | $88k | 2.1k | 42.57 |
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| Colliers Intl Group Sub Vtg Shs (CIGI) | 0.0 | $86k | 553.00 | 156.21 |
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| Hca Holdings (HCA) | 0.0 | $85k | 200.00 | 426.20 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $84k | 111.00 | 758.15 |
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| T1 Energy *w Exp 07/09/202 (TE.WS) | 0.0 | $83k | 1.0M | 0.08 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $82k | 944.00 | 87.21 |
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| Hercules Technology Growth Capital (HTGC) | 0.0 | $82k | +2% | 4.4k | 18.91 |
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| Paychex (PAYX) | 0.0 | $81k | 640.00 | 126.76 |
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| Principal Financial (PFG) | 0.0 | $80k | 960.00 | 82.91 |
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| Schlumberger Com Stk (SLB) | 0.0 | $79k | NEW | 2.3k | 34.37 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $78k | NEW | 976.00 | 80.17 |
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| Interpublic Group of Companies (IPG) | 0.0 | $77k | 2.8k | 27.91 |
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| Wells Fargo & Company (WFC) | 0.0 | $75k | 896.00 | 83.82 |
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| Deluxe Corporation (DLX) | 0.0 | $74k | 3.8k | 19.36 |
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| Opendoor Technologies (OPEN) | 0.0 | $74k | NEW | 9.3k | 7.97 |
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $73k | 2.8k | 26.07 |
|
|
| Wendy's/arby's Group (WEN) | 0.0 | $73k | +101% | 8.0k | 9.16 |
|
| Midcap Financial Invstmnt Com New (MFIC) | 0.0 | $73k | 6.0k | 11.99 |
|
|
| EOG Resources (EOG) | 0.0 | $72k | 645.00 | 112.12 |
|
|
| Vanguard Malvern Fds Core Bd Etf (VCRB) | 0.0 | $71k | NEW | 902.00 | 78.41 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $70k | +93% | 942.00 | 74.37 |
|
| Kayne Anderson Bdc Com Shs (KBDC) | 0.0 | $67k | +205% | 5.1k | 13.32 |
|
| Becton, Dickinson and (BDX) | 0.0 | $67k | 358.00 | 187.17 |
|
|
| Smithfield Foods Inc Common Stock Usd.5 (SFD) | 0.0 | $67k | 2.8k | 23.48 |
|
|
| Bain Cap Specialty Fin None (BCSF) | 0.0 | $66k | NEW | 4.7k | 14.25 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $66k | 1.2k | 53.03 |
|
|
| Walt Disney Company (DIS) | 0.0 | $66k | 575.00 | 114.50 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $66k | 390.00 | 168.48 |
|
|
| Pfizer (PFE) | 0.0 | $64k | 2.5k | 25.48 |
|
|
| Carlyle Secured Lending None (CGBD) | 0.0 | $64k | NEW | 5.1k | 12.50 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $63k | 179.00 | 352.75 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $62k | 560.00 | 111.47 |
|
|
| Nike CL B (NKE) | 0.0 | $62k | 894.00 | 69.73 |
|
|
| Amcor Ord (AMCR) | 0.0 | $62k | NEW | 7.6k | 8.18 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $62k | 1.3k | 49.04 |
|
|
| T. Rowe Price (TROW) | 0.0 | $62k | 600.00 | 102.64 |
|
|
| TJX Companies (TJX) | 0.0 | $62k | 426.00 | 144.54 |
|
|
| Apple Hospitality Reit Com New (APLE) | 0.0 | $61k | 5.1k | 12.01 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $60k | 130.00 | 463.74 |
|
|
| Alcon Ord Shs (ALC) | 0.0 | $60k | 800.00 | 74.51 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $60k | 100.00 | 596.03 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $58k | 1.3k | 45.10 |
|
|
| Rent-A-Center (UPBD) | 0.0 | $57k | NEW | 2.4k | 23.63 |
|
| AGCO Corporation (AGCO) | 0.0 | $56k | +74% | 519.00 | 107.07 |
|
| Ishares Tr U.s. Utilits Etf (IDU) | 0.0 | $56k | 500.00 | 110.90 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $53k | 1.1k | 50.07 |
|
|
| TransDigm Group Incorporated (TDG) | 0.0 | $53k | NEW | 40.00 | 1318.03 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $51k | 2.2k | 23.65 |
|
|
| Itt (ITT) | 0.0 | $49k | 275.00 | 178.76 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $49k | 137.00 | 355.47 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $47k | 100.00 | 468.41 |
|
|
| Siriusxm Holdings Common Stock (SIRI) | 0.0 | $47k | NEW | 2.0k | 23.27 |
|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.0 | $46k | 443.00 | 104.51 |
|
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $46k | NEW | 321.00 | 143.18 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $44k | NEW | 144.00 | 307.86 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $43k | 300.00 | 144.37 |
|
|
| Oaktree Specialty Lending Corp (OCSL) | 0.0 | $43k | +2% | 3.3k | 13.05 |
|
| Pulte (PHM) | 0.0 | $42k | -18% | 317.00 | 132.13 |
|
| Ab Active Etfs None (FWD) | 0.0 | $42k | NEW | 411.00 | 101.19 |
|
| Prudential Financial (PRU) | 0.0 | $42k | 400.00 | 103.74 |
|
|
| Vail Resorts (MTN) | 0.0 | $41k | NEW | 273.00 | 149.57 |
|
| ConAgra Foods (CAG) | 0.0 | $41k | 2.2k | 18.31 |
|
|
| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.0 | $39k | -20% | 1.1k | 34.27 |
|
| Edwards Lifesciences (EW) | 0.0 | $39k | 500.00 | 77.77 |
|
|
| Target Corporation (TGT) | 0.0 | $39k | 430.00 | 89.70 |
|
|
| Boston Omaha Corp Cl A Com Stk (BOC) | 0.0 | $37k | 2.8k | 13.08 |
|
|
| Oneok (OKE) | 0.0 | $36k | 495.00 | 72.97 |
|
|
| Lamb Weston Hldgs (LW) | 0.0 | $36k | 612.00 | 58.08 |
|
|
| Icon SHS (ICLR) | 0.0 | $35k | 200.00 | 175.00 |
|
|
| Steel Dynamics (STLD) | 0.0 | $35k | 251.00 | 139.43 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $35k | 360.00 | 96.55 |
|
|
| Matson (MATX) | 0.0 | $32k | 328.00 | 98.59 |
|
|
| Ingevity (NGVT) | 0.0 | $31k | 559.00 | 55.19 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $30k | 114.00 | 259.60 |
|
|
| American Tower Reit (AMT) | 0.0 | $29k | 150.00 | 192.32 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $27k | 875.00 | 31.27 |
|
|
| Emerson Electric (EMR) | 0.0 | $26k | 200.00 | 131.18 |
|
|
| PPG Industries (PPG) | 0.0 | $26k | 249.00 | 105.11 |
|
|
| Eagle Materials (EXP) | 0.0 | $26k | 111.00 | 233.04 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $25k | -98% | 162.00 | 154.23 |
|
| 3M Company (MMM) | 0.0 | $25k | 160.00 | 155.18 |
|
|
| Expeditors International of Washington (EXPD) | 0.0 | $25k | 200.00 | 122.59 |
|
|
| FedEx Corporation (FDX) | 0.0 | $24k | -42% | 100.00 | 235.81 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $23k | NEW | 252.00 | 91.42 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $23k | NEW | 690.00 | 33.37 |
|
| Ge Aerospace Com New (GE) | 0.0 | $23k | 76.00 | 300.82 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $21k | +20% | 60.00 | 346.27 |
|
| Ishares Msci Cda Etf (EWC) | 0.0 | $21k | 409.00 | 50.55 |
|
|
| Oracle Corporation (ORCL) | 0.0 | $21k | 73.00 | 281.25 |
|
|
| Cardiff Oncology (CRDF) | 0.0 | $20k | 9.8k | 2.06 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $20k | 68.00 | 293.50 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $19k | 182.00 | 106.61 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $19k | +17% | 53.00 | 351.27 |
|
| Bwx Technologies (BWXT) | 0.0 | $18k | 100.00 | 184.37 |
|
|
| United States Antimony Corp None (UAMY) | 0.0 | $18k | NEW | 3.0k | 6.20 |
|
| eBay (EBAY) | 0.0 | $18k | 200.00 | 90.95 |
|
|
| Spdr Series Trust Portfolio S&p400 (SPMD) | 0.0 | $18k | NEW | 311.00 | 57.19 |
|
| Church & Dwight (CHD) | 0.0 | $18k | 201.00 | 87.63 |
|
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $17k | NEW | 295.00 | 58.21 |
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $17k | 1.0k | 17.06 |
|
|
| Medtronic SHS (MDT) | 0.0 | $17k | 179.00 | 95.24 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $17k | 200.00 | 83.53 |
|
|
| Dominion Resources (D) | 0.0 | $16k | +62% | 259.00 | 61.17 |
|
| Lithia Motors (LAD) | 0.0 | $16k | 50.00 | 316.00 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $16k | 500.00 | 31.42 |
|
|
| Netflix (NFLX) | 0.0 | $16k | NEW | 13.00 | 1198.92 |
|
| Floor & Decor Hldgs Cl A (FND) | 0.0 | $15k | +73% | 200.00 | 73.70 |
|
| Grayscale Ethereum Mini Tr E Shs New (ETH) | 0.0 | $15k | 369.00 | 39.18 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $14k | 200.00 | 71.53 |
|
|
| Cigna Corp (CI) | 0.0 | $14k | 49.00 | 288.24 |
|
|
| ResMed (RMD) | 0.0 | $14k | 50.00 | 273.74 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $13k | 200.00 | 67.06 |
|
|
| Fortive (FTV) | 0.0 | $13k | 273.00 | 48.99 |
|
|
| AutoZone (AZO) | 0.0 | $13k | 3.00 | 4290.33 |
|
|
| United Rentals (URI) | 0.0 | $12k | +30% | 13.00 | 954.70 |
|
| Cintas Corporation (CTAS) | 0.0 | $12k | 60.00 | 205.27 |
|
|
| Lam Research Corp Com New (LRCX) | 0.0 | $12k | 90.00 | 133.90 |
|
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.0 | $12k | NEW | 133.00 | 89.03 |
|
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.0 | $12k | 150.00 | 77.65 |
|
|
| Carlisle Companies (CSL) | 0.0 | $12k | NEW | 35.00 | 328.97 |
|
| Ishares Glb Enr Prod Etf (FILL) | 0.0 | $11k | 450.00 | 25.08 |
|
|
| Chemed Corp Com Stk (CHE) | 0.0 | $11k | 25.00 | 447.76 |
|
|
| Copart (CPRT) | 0.0 | $11k | +34% | 236.00 | 44.97 |
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $10k | 214.00 | 48.72 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $9.8k | 76.00 | 128.36 |
|
|
| Garmin SHS (GRMN) | 0.0 | $9.1k | 37.00 | 246.22 |
|
|
| Alexander & Baldwin (ALEX) | 0.0 | $8.5k | 465.00 | 18.19 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $8.0k | 100.00 | 79.94 |
|
|
| Pool Corporation (POOL) | 0.0 | $7.8k | 25.00 | 310.08 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $6.9k | -3% | 200.00 | 34.46 |
|
| Advisorshares Tr Pure Cannabis (YOLO) | 0.0 | $6.9k | 2.0k | 3.53 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $6.9k | NEW | 400.00 | 17.16 |
|
| Applied Materials (AMAT) | 0.0 | $6.6k | NEW | 32.00 | 204.75 |
|
| Hormel Foods Corporation (HRL) | 0.0 | $6.5k | 264.00 | 24.74 |
|
|
| Spdr Series Trust Portfolio Short (SPSB) | 0.0 | $6.4k | NEW | 211.00 | 30.29 |
|
| Monster Beverage Corp (MNST) | 0.0 | $6.1k | NEW | 90.00 | 67.31 |
|
| First Tr Exchange Traded Indxx Nat Re Etf (FTRI) | 0.0 | $6.0k | 396.00 | 15.19 |
|
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $5.5k | NEW | 72.00 | 76.72 |
|
| Ardagh Metal Packaging S A SHS (AMBP) | 0.0 | $5.4k | NEW | 1.4k | 3.99 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $5.3k | 25.00 | 213.72 |
|
|
| Bitmine Immersion Tecnologie None (BMNR) | 0.0 | $5.2k | NEW | 100.00 | 51.93 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $5.2k | NEW | 52.00 | 99.54 |
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $5.1k | NEW | 17.00 | 297.88 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $4.7k | NEW | 12.00 | 391.67 |
|
| Vontier Corporation (VNT) | 0.0 | $4.6k | 109.00 | 41.97 |
|
|
| Applovin Corp Com Cl A (APP) | 0.0 | $4.3k | NEW | 6.00 | 718.50 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $4.0k | NEW | 22.00 | 182.41 |
|
| Ralliant Corp None (RAL) | 0.0 | $4.0k | NEW | 91.00 | 43.73 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $4.0k | NEW | 19.00 | 208.68 |
|
| CBOE Holdings (CBOE) | 0.0 | $3.9k | NEW | 16.00 | 245.25 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $3.9k | NEW | 13.00 | 297.62 |
|
| Southwest Airlines (LUV) | 0.0 | $3.9k | 121.00 | 31.91 |
|
|
| Zimmer Holdings (ZBH) | 0.0 | $3.8k | 39.00 | 98.51 |
|
|
| Mettler-Toledo International (MTD) | 0.0 | $3.7k | NEW | 3.00 | 1227.67 |
|
| MetLife (MET) | 0.0 | $3.5k | 42.00 | 82.38 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $3.4k | NEW | 86.00 | 39.19 |
|
| Mp Materials Corp Com Cl A (MP) | 0.0 | $3.4k | NEW | 50.00 | 67.08 |
|
| McKesson Corporation (MCK) | 0.0 | $3.1k | NEW | 4.00 | 772.50 |
|
| Astera Labs (ALAB) | 0.0 | $2.5k | NEW | 13.00 | 195.77 |
|
| Celsius Hldgs Com New (CELH) | 0.0 | $2.4k | NEW | 41.00 | 57.49 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $2.2k | NEW | 15.00 | 145.73 |
|
| Axon Enterprise (AXON) | 0.0 | $2.2k | NEW | 3.00 | 717.67 |
|
| Organigram Global None (OGI) | 0.0 | $2.1k | NEW | 1.1k | 2.03 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $2.1k | NEW | 14.00 | 148.64 |
|
| Reddit Cl A (RDDT) | 0.0 | $2.1k | NEW | 9.00 | 230.00 |
|
| Intuit (INTU) | 0.0 | $2.0k | NEW | 3.00 | 683.00 |
|
| Dow (DOW) | 0.0 | $1.9k | -95% | 85.00 | 22.93 |
|
| Advanced Micro Devices (AMD) | 0.0 | $1.9k | 12.00 | 161.75 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $1.9k | NEW | 21.00 | 91.43 |
|
| Tractor Supply Company (TSCO) | 0.0 | $1.9k | NEW | 33.00 | 56.88 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $1.8k | 6.00 | 293.67 |
|
|
| Texas Roadhouse (TXRH) | 0.0 | $1.7k | NEW | 10.00 | 166.20 |
|
| Manhattan Associates (MANH) | 0.0 | $1.6k | NEW | 8.00 | 205.00 |
|
| Irhythm Technologies (IRTC) | 0.0 | $1.5k | 9.00 | 172.00 |
|
|
| Sundial Growers (SNDL) | 0.0 | $1.5k | 575.00 | 2.68 |
|
|
| Saia (SAIA) | 0.0 | $1.5k | NEW | 5.00 | 299.40 |
|
| Genmab A/s Sponsored Ads (GMAB) | 0.0 | $1.4k | NEW | 45.00 | 30.67 |
|
| On Hldg Namen Akt A (ONON) | 0.0 | $1.3k | NEW | 31.00 | 42.35 |
|
| Trex Company (TREX) | 0.0 | $1.0k | NEW | 20.00 | 51.65 |
|
| Waters Corporation (WAT) | 0.0 | $899.000100 | NEW | 3.00 | 299.67 |
|
| Lululemon Athletica (LULU) | 0.0 | $890.000000 | NEW | 5.00 | 178.00 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $481.000000 | 100.00 | 4.81 |
|
|
| Cava Group Ord (CAVA) | 0.0 | $180.999900 | NEW | 3.00 | 60.33 |
|
| Brighthouse Finl (BHF) | 0.0 | $159.000000 | 3.00 | 53.00 |
|
Past Filings by Security National Bank
SEC 13F filings are viewable for Security National Bank going back to 2017
- Security National Bank 2025 Q3 filed Oct. 20, 2025
- Security National Bank 2025 Q2 filed July 10, 2025
- Security National Bank 2025 Q1 filed April 23, 2025
- Security National Bank 2024 Q4 filed Feb. 10, 2025
- 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