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 31.13% of Security National Bank's stock portfolio.
- Added to shares of these 10 stocks: HOLA (+$15M), BINV (+$8.5M), NOW, GLW, RTX, SN, IBM, IVV, OUNZ, WEC.
- Started 24 new stock positions in BA, AGG, IEFA, USMV, SPTM, RKT, NXTG, IAU, QUAL, SN. OMC, QDEF, SPEM, HOLA, ARCC, MTUM, SPDW, COLD, GUNR, BINV, COMP, CRGY, IEMG, NFRA.
- Reduced shares in these 10 stocks: ZTS (-$6.4M), NVDA, VTI, VTS, CPT, META, KVUE, VOO, BFST, VEU.
- Sold out of its positions in AVDV, AVUV, MFIC, BMNR, BFST, CPT, CMCSA, DFAT, DOW, FBND.
- Security National Bank was a net buyer of stock by $38M.
- Security National Bank has $698M in assets under management (AUM), dropping by 6.84%.
- Central Index Key (CIK): 0001719739
Tip: Access up to 7 years of quarterly data
Positions held by Security National Bank consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Security National Bank
Security National Bank holds 373 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 11.6 | $81M | -5% | 432k | 186.50 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 6.7 | $47M | 62.00 | 754800.00 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.0 | $35M | 70k | 502.65 |
|
|
| Apple (AAPL) | 4.4 | $31M | 112k | 271.86 |
|
|
| Microsoft Corporation (MSFT) | 3.5 | $24M | 50k | 483.62 |
|
|
| Murphy Usa (MUSA) | 3.0 | $21M | 53k | 403.52 |
|
|
| Amazon (AMZN) | 2.6 | $18M | +2% | 79k | 230.82 |
|
| Palo Alto Networks (PANW) | 2.2 | $15M | 82k | 184.20 |
|
|
| J P Morgan Exchange Traded F None (HOLA) | 2.1 | $15M | NEW | 282k | 52.24 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $15M | 47k | 313.00 |
|
|
| Visa Com Cl A (V) | 2.0 | $14M | 40k | 350.71 |
|
|
| Raytheon Technologies Corp (RTX) | 1.9 | $13M | +27% | 72k | 183.40 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 1.8 | $13M | 12k | 1069.86 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.8 | $12M | 39k | 322.22 |
|
|
| Spdr Series Trust Bloomberg 1 10 Y (TIPX) | 1.7 | $12M | +3% | 634k | 19.08 |
|
| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 1.6 | $11M | +13% | 267k | 41.48 |
|
| Lowe's Companies (LOW) | 1.6 | $11M | 45k | 241.16 |
|
|
| Stryker Corporation (SYK) | 1.4 | $10M | 29k | 351.47 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.3 | $9.2M | +22% | 14k | 684.94 |
|
| 2023 Etf Series Trust Brandes Internat (BINV) | 1.2 | $8.5M | NEW | 212k | 40.14 |
|
| Meritage Homes Corporation (MTH) | 1.2 | $8.1M | 124k | 65.80 |
|
|
| Broadcom (AVGO) | 1.1 | $8.0M | 23k | 346.10 |
|
|
| Kla Corp Com New (KLAC) | 1.1 | $8.0M | +2% | 6.6k | 1215.08 |
|
| Blackrock (BLK) | 1.1 | $8.0M | +2% | 7.5k | 1070.34 |
|
| Nextera Energy (NEE) | 1.1 | $8.0M | 100k | 80.28 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 1.1 | $7.7M | 50k | 154.14 |
|
|
| Southern Copper Corporation (SCCO) | 1.1 | $7.6M | 53k | 143.47 |
|
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 1.1 | $7.6M | +3% | 171k | 44.50 |
|
| Thermo Fisher Scientific (TMO) | 1.0 | $6.8M | +3% | 12k | 579.46 |
|
| International Business Machines (IBM) | 0.9 | $6.5M | +38% | 22k | 296.21 |
|
| Corning Incorporated (GLW) | 0.9 | $6.4M | +340% | 73k | 87.56 |
|
| Murphy Oil Corporation (MUR) | 0.9 | $6.2M | 200k | 31.25 |
|
|
| Costco Wholesale Corporation (COST) | 0.9 | $6.1M | +2% | 7.1k | 862.34 |
|
| Servicenow (NOW) | 0.9 | $6.1M | +448% | 40k | 153.19 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.9 | $6.0M | +4% | 119k | 50.59 |
|
| Synopsys (SNPS) | 0.9 | $5.9M | +3% | 13k | 469.72 |
|
| Trimble Navigation (TRMB) | 0.8 | $5.8M | 74k | 78.35 |
|
|
| Green Brick Partners (GRBK) | 0.8 | $5.6M | +5% | 90k | 62.66 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.8 | $5.5M | 26k | 209.12 |
|
|
| T1 Energy Com New (TE) | 0.7 | $5.2M | 781k | 6.68 |
|
|
| Hubbell (HUBB) | 0.7 | $4.9M | +4% | 11k | 444.11 |
|
| Gxo Logistics Incorporated Common Stock (GXO) | 0.7 | $4.9M | +2% | 93k | 52.64 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $4.7M | -8% | 7.5k | 627.13 |
|
| Boston Scientific Corporation (BSX) | 0.7 | $4.6M | -2% | 49k | 95.35 |
|
| Deere & Company (DE) | 0.7 | $4.6M | +2% | 9.9k | 465.57 |
|
| Valmont Industries (VMI) | 0.6 | $4.5M | 11k | 402.32 |
|
|
| Nvent Electric SHS (NVT) | 0.6 | $4.5M | 44k | 101.97 |
|
|
| Diamondback Energy (FANG) | 0.6 | $4.5M | 30k | 150.33 |
|
|
| Simplify Exchange Traded Fun High Yield Etf (CDX) | 0.6 | $4.4M | +11% | 199k | 22.27 |
|
| Broadridge Financial Solutions (BR) | 0.5 | $3.8M | 17k | 223.17 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.5 | $3.8M | -4% | 66k | 57.23 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $3.6M | -28% | 11k | 335.27 |
|
| Casey's General Stores (CASY) | 0.5 | $3.5M | +8% | 6.4k | 552.71 |
|
| Mastercard Incorporated Cl A (MA) | 0.5 | $3.4M | +13% | 5.9k | 570.88 |
|
| Caterpillar (CAT) | 0.5 | $3.2M | +19% | 5.6k | 572.86 |
|
| Johnson & Johnson (JNJ) | 0.5 | $3.1M | -2% | 15k | 206.95 |
|
| Chubb (CB) | 0.4 | $3.1M | +11% | 10k | 312.12 |
|
| Waste Management (WM) | 0.4 | $2.8M | +6% | 13k | 219.71 |
|
| Sharkninja Com Shs (SN) | 0.4 | $2.5M | NEW | 22k | 111.90 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $2.5M | +28% | 20k | 123.26 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $2.3M | +23% | 2.2k | 1074.60 |
|
| Abbott Laboratories (ABT) | 0.3 | $2.3M | +2% | 18k | 125.29 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.3 | $2.2M | +13% | 38k | 58.12 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.2M | +2% | 6.9k | 313.80 |
|
| Union Pacific Corporation (UNP) | 0.3 | $2.1M | 9.2k | 231.32 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $2.0M | +23% | 3.3k | 614.31 |
|
| Motorola Solutions Com New (MSI) | 0.3 | $1.8M | +18% | 4.7k | 383.32 |
|
| Wec Energy Group (WEC) | 0.3 | $1.8M | +78% | 17k | 105.46 |
|
| Procter & Gamble Company (PG) | 0.2 | $1.7M | 12k | 143.31 |
|
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.2 | $1.7M | 51k | 33.02 |
|
|
| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.2 | $1.5M | +16% | 23k | 66.43 |
|
| RPM International (RPM) | 0.2 | $1.5M | +7% | 15k | 104.00 |
|
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.2 | $1.4M | 21k | 67.64 |
|
|
| Home Depot (HD) | 0.2 | $1.3M | +20% | 3.8k | 344.11 |
|
| Cadence Bank | 0.2 | $1.3M | 30k | 42.84 |
|
|
| T1 Energy *w Exp 07/09/202 (TE.WS) | 0.2 | $1.2M | 1.0M | 1.17 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $1.0M | -3% | 8.6k | 120.34 |
|
| Marriott Intl Cl A (MAR) | 0.1 | $989k | +84% | 3.2k | 310.24 |
|
| Royal Caribbean Cruises (RCL) | 0.1 | $873k | +108% | 3.1k | 278.92 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $861k | +78% | 1.5k | 566.36 |
|
| Goldman Sachs Etf Tr Equal Weight Us (GSEW) | 0.1 | $844k | +68% | 9.9k | 85.12 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $807k | +3% | 12k | 66.00 |
|
| Potlatch Corporation | 0.1 | $793k | 20k | 39.78 |
|
|
| Pepsi (PEP) | 0.1 | $791k | -13% | 5.5k | 143.52 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $770k | +8% | 1.1k | 681.92 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $756k | +31% | 11k | 67.13 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $744k | -10% | 6.2k | 120.18 |
|
| salesforce (CRM) | 0.1 | $699k | +112% | 2.6k | 264.91 |
|
| First Tr Exchange Traded Indxx Nat Re Etf (FTRI) | 0.1 | $679k | +10845% | 43k | 15.67 |
|
| Starbucks Corporation (SBUX) | 0.1 | $655k | +94% | 7.8k | 84.21 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $641k | -7% | 1.7k | 373.44 |
|
| Altria (MO) | 0.1 | $631k | 11k | 57.66 |
|
|
| Vitesse Energy Common Stock (VTS) | 0.1 | $618k | -61% | 32k | 19.26 |
|
| Devon Energy Corporation (DVN) | 0.1 | $598k | +94% | 16k | 36.63 |
|
| Amgen (AMGN) | 0.1 | $576k | 1.8k | 327.31 |
|
|
| Chevron Corporation (CVX) | 0.1 | $569k | 3.7k | 152.41 |
|
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $540k | 14k | 39.45 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $519k | 1.7k | 305.63 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $467k | 620.00 | 753.78 |
|
|
| Sky Harbour Group Corporatio Com Cl A (SKYH) | 0.1 | $467k | 52k | 8.97 |
|
|
| Regions Financial Corporation (RF) | 0.1 | $465k | 17k | 27.10 |
|
|
| Fidelity Covington Trust Enhanced Large (FELG) | 0.1 | $461k | 11k | 41.70 |
|
|
| Meta Platforms Cl A (META) | 0.1 | $441k | -64% | 668.00 | 660.09 |
|
| Honeywell International (HON) | 0.1 | $428k | 2.2k | 195.09 |
|
|
| Eaton Corp SHS (ETN) | 0.1 | $424k | 1.3k | 318.51 |
|
|
| Zoetis Cl A (ZTS) | 0.1 | $423k | -93% | 3.4k | 125.82 |
|
| Ishares Tr Core Msci Pac (IPAC) | 0.1 | $398k | +82% | 5.4k | 73.21 |
|
| Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.1 | $387k | 1.9k | 205.60 |
|
|
| Microchip Technology (MCHP) | 0.1 | $380k | 6.0k | 63.72 |
|
|
| Alliance Resource Partners L Ut Ltd Part (ARLP) | 0.1 | $370k | 16k | 23.23 |
|
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $370k | +5% | 4.3k | 85.77 |
|
| Citigroup Com New (C) | 0.1 | $350k | 3.0k | 116.69 |
|
|
| Spdr Series Trust Prtflo S&p500 Hi (SPYD) | 0.0 | $344k | -18% | 8.0k | 43.25 |
|
| Tesla Motors (TSLA) | 0.0 | $342k | -13% | 760.00 | 449.72 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $338k | -6% | 720.00 | 468.76 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $331k | +173% | 1.6k | 212.07 |
|
| Bank of America Corporation (BAC) | 0.0 | $329k | +71% | 6.0k | 55.00 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $317k | 1.8k | 173.49 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $317k | 4.9k | 64.42 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $314k | -8% | 3.8k | 83.75 |
|
| Republic Services (RSG) | 0.0 | $301k | 1.4k | 211.93 |
|
|
| Wal-Mart Stores (WMT) | 0.0 | $301k | 2.7k | 111.41 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $293k | 4.7k | 62.47 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $286k | 1.5k | 190.99 |
|
|
| Us Bancorp Del Com New (USB) | 0.0 | $285k | 5.3k | 53.36 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $284k | 3.6k | 78.81 |
|
|
| Nucor Corporation (NUE) | 0.0 | $272k | 1.7k | 163.11 |
|
|
| Vistra Energy (VST) | 0.0 | $263k | -19% | 1.6k | 161.33 |
|
| Abbvie (ABBV) | 0.0 | $263k | 1.1k | 228.49 |
|
|
| Uber Technologies (UBER) | 0.0 | $260k | 3.2k | 81.71 |
|
|
| MGE Energy (MGEE) | 0.0 | $256k | 3.3k | 78.42 |
|
|
| Antero Midstream Corp antero midstream (AM) | 0.0 | $253k | +89% | 14k | 17.79 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $252k | 516.00 | 487.86 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $250k | +26% | 823.00 | 303.89 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $250k | 10k | 24.04 |
|
|
| Coca-Cola Company (KO) | 0.0 | $241k | 3.5k | 69.91 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $241k | 1.5k | 162.79 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $234k | -54% | 1.6k | 143.52 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $232k | +391% | 491.00 | 473.30 |
|
| Progressive Corporation (PGR) | 0.0 | $231k | 1.0k | 227.72 |
|
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $226k | 13k | 17.35 |
|
|
| Booking Holdings (BKNG) | 0.0 | $214k | 40.00 | 5355.32 |
|
|
| Qualcomm (QCOM) | 0.0 | $207k | 1.2k | 171.05 |
|
|
| Ge Vernova (GEV) | 0.0 | $200k | +61% | 306.00 | 653.57 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $197k | 509.00 | 386.85 |
|
|
| Danaher Corporation (DHR) | 0.0 | $195k | +10% | 850.00 | 228.92 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $189k | 2.0k | 96.88 |
|
|
| Old Dominion Freight Line (ODFL) | 0.0 | $185k | 1.2k | 156.80 |
|
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $182k | +3% | 3.8k | 47.79 |
|
| S&p Global (SPGI) | 0.0 | $175k | 335.00 | 522.60 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $173k | +100% | 1.2k | 143.97 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $172k | 9.5k | 18.22 |
|
|
| Merck & Co (MRK) | 0.0 | $172k | -7% | 1.6k | 105.26 |
|
| American Express Company (AXP) | 0.0 | $172k | 464.00 | 369.95 |
|
|
| Roper Industries (ROP) | 0.0 | $167k | 375.00 | 445.13 |
|
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.0 | $162k | 3.7k | 43.64 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $162k | 3.0k | 53.76 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $154k | 255.00 | 605.00 |
|
|
| Ishares Em Mkts Div Etf (DVYE) | 0.0 | $154k | 4.9k | 31.16 |
|
|
| American Electric Power Company (AEP) | 0.0 | $146k | 1.3k | 115.31 |
|
|
| UnitedHealth (UNH) | 0.0 | $141k | +16% | 427.00 | 330.12 |
|
| Phillips 66 (PSX) | 0.0 | $136k | 1.1k | 129.04 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $135k | -57% | 954.00 | 141.16 |
|
| Hf Sinclair Corp (DINO) | 0.0 | $134k | 2.9k | 46.08 |
|
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $133k | 495.00 | 269.18 |
|
|
| Autodesk (ADSK) | 0.0 | $133k | 450.00 | 296.01 |
|
|
| Verizon Communications (VZ) | 0.0 | $128k | -10% | 3.1k | 40.73 |
|
| Capital One Financial (COF) | 0.0 | $126k | 520.00 | 242.36 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $122k | 456.00 | 268.30 |
|
|
| Vanguard World Energy Etf (VDE) | 0.0 | $120k | 955.00 | 125.92 |
|
|
| Ecolab (ECL) | 0.0 | $118k | 450.00 | 262.52 |
|
|
| GSK Sponsored Adr (GSK) | 0.0 | $116k | 2.4k | 49.04 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $115k | +1649% | 7.0k | 16.49 |
|
| Verisk Analytics (VRSK) | 0.0 | $115k | 515.00 | 223.69 |
|
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $113k | 2.8k | 41.08 |
|
|
| UGI Corporation (UGI) | 0.0 | $113k | 3.0k | 37.43 |
|
|
| ConocoPhillips (COP) | 0.0 | $111k | 1.2k | 93.61 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $110k | 1.2k | 91.21 |
|
|
| Ishares Tr Morningstr Us Eq (ILCB) | 0.0 | $109k | 1.2k | 94.38 |
|
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.0 | $106k | 2.2k | 48.75 |
|
|
| Iron Mountain (IRM) | 0.0 | $104k | 1.3k | 82.95 |
|
|
| Americold Rlty Tr (COLD) | 0.0 | $103k | NEW | 8.0k | 12.86 |
|
| At&t (T) | 0.0 | $101k | 4.1k | 24.84 |
|
|
| Paccar (PCAR) | 0.0 | $101k | -37% | 920.00 | 109.51 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $99k | 4.1k | 24.02 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $98k | 111.00 | 878.96 |
|
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $94k | 1.0k | 93.08 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $94k | 191.00 | 490.34 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $92k | +166% | 960.00 | 96.27 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $92k | NEW | 924.00 | 99.88 |
|
| Firstservice Corp (FSV) | 0.0 | $86k | 553.00 | 155.53 |
|
|
| Deluxe Corporation (DLX) | 0.0 | $86k | 3.8k | 22.33 |
|
|
| Linde SHS (LIN) | 0.0 | $85k | 200.00 | 426.39 |
|
|
| Principal Financial (PFG) | 0.0 | $85k | 960.00 | 88.21 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $84k | 896.00 | 93.20 |
|
|
| Colliers Intl Group Sub Vtg Shs (CIGI) | 0.0 | $81k | 553.00 | 147.01 |
|
|
| Fiserv (FI) | 0.0 | $81k | 1.2k | 67.17 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $81k | +100% | 1.9k | 42.69 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $81k | 976.00 | 82.48 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $79k | +47% | 1.6k | 50.29 |
|
| Omni (OMC) | 0.0 | $77k | NEW | 947.00 | 80.75 |
|
| Skyworks Solutions (SWKS) | 0.0 | $76k | 1.2k | 63.41 |
|
|
| Paychex (PAYX) | 0.0 | $72k | 640.00 | 112.18 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $70k | 1.3k | 53.94 |
|
|
| EOG Resources (EOG) | 0.0 | $68k | 645.00 | 105.01 |
|
|
| Wendy's/arby's Group (WEN) | 0.0 | $67k | 8.1k | 8.33 |
|
|
| Hercules Technology Growth Capital (HTGC) | 0.0 | $66k | -19% | 3.5k | 18.82 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $66k | 1.2k | 52.88 |
|
|
| TJX Companies (TJX) | 0.0 | $65k | 426.00 | 153.61 |
|
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $64k | -47% | 1.6k | 40.35 |
|
| Smithfield Foods Inc Common Stock Usd.5 (SFD) | 0.0 | $64k | 2.8k | 22.33 |
|
|
| Amcor Ord | 0.0 | $63k | 7.6k | 8.34 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $63k | 390.00 | 161.96 |
|
|
| Kayne Anderson Bdc Com Shs (KBDC) | 0.0 | $63k | -12% | 4.4k | 14.32 |
|
| Alcon Ord Shs (ALC) | 0.0 | $63k | 800.00 | 78.81 |
|
|
| Pfizer (PFE) | 0.0 | $63k | 2.5k | 24.90 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $63k | 179.00 | 350.00 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $63k | 130.00 | 480.57 |
|
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $62k | -16% | 2.4k | 26.33 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $62k | 560.00 | 110.19 |
|
|
| Ares Capital Corporation (ARCC) | 0.0 | $62k | NEW | 3.0k | 20.23 |
|
| T. Rowe Price (TROW) | 0.0 | $61k | 600.00 | 102.38 |
|
|
| Tcg Bdc (CGBD) | 0.0 | $61k | -3% | 4.9k | 12.49 |
|
| Bain Cap Specialty Fin Com Stk (BCSF) | 0.0 | $61k | -6% | 4.4k | 13.91 |
|
| Apple Hospitality Reit Com New (APLE) | 0.0 | $61k | 5.1k | 11.85 |
|
|
| Oaktree Specialty Lending Corp (OCSL) | 0.0 | $59k | +40% | 4.6k | 12.74 |
|
| Becton, Dickinson and (BDX) | 0.0 | $57k | -17% | 295.00 | 194.07 |
|
| Nike CL B (NKE) | 0.0 | $57k | 894.00 | 63.71 |
|
|
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $57k | 2.2k | 26.32 |
|
|
| Enbridge (ENB) | 0.0 | $56k | -67% | 1.2k | 47.83 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $55k | 1.3k | 43.30 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $54k | 137.00 | 396.31 |
|
|
| Ishares Tr U.s. Utilits Etf (IDU) | 0.0 | $54k | 500.00 | 108.36 |
|
|
| AGCO Corporation (AGCO) | 0.0 | $54k | 519.00 | 104.32 |
|
|
| TransDigm Group Incorporated (TDG) | 0.0 | $53k | 40.00 | 1329.85 |
|
|
| Vail Resorts (MTN) | 0.0 | $53k | +45% | 398.00 | 132.80 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $51k | 300.00 | 168.77 |
|
|
| Oracle Corporation (ORCL) | 0.0 | $49k | +246% | 253.00 | 194.91 |
|
| Itt (ITT) | 0.0 | $48k | 275.00 | 173.51 |
|
|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.0 | $47k | 443.00 | 106.70 |
|
|
| Walt Disney Company (DIS) | 0.0 | $46k | -30% | 400.00 | 113.77 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $45k | 144.00 | 314.80 |
|
|
| Prudential Financial (PRU) | 0.0 | $45k | 400.00 | 112.88 |
|
|
| Rent-A-Center (UPBD) | 0.0 | $43k | +2% | 2.5k | 17.56 |
|
| Flexshares Tr Mornstar Upstr (GUNR) | 0.0 | $43k | NEW | 945.00 | 45.85 |
|
| Ab Active Etfs Disruptors Etf (FWD) | 0.0 | $43k | 411.00 | 104.41 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $43k | 500.00 | 85.25 |
|
|
| Steel Dynamics (STLD) | 0.0 | $43k | 251.00 | 169.45 |
|
|
| Matson (MATX) | 0.0 | $41k | 328.00 | 123.55 |
|
|
| Flexshares Tr Qlt Div Def Idx (QDEF) | 0.0 | $41k | NEW | 500.00 | 80.96 |
|
| Williams Companies (WMB) | 0.0 | $40k | -66% | 667.00 | 60.11 |
|
| ConAgra Foods (CAG) | 0.0 | $38k | 2.2k | 17.31 |
|
|
| Pulte (PHM) | 0.0 | $37k | 317.00 | 117.26 |
|
|
| Icon SHS (ICLR) | 0.0 | $36k | 200.00 | 182.22 |
|
|
| Oneok (OKE) | 0.0 | $36k | 495.00 | 73.50 |
|
|
| Boston Omaha Corp Cl A Com Stk (BOC) | 0.0 | $35k | 2.8k | 12.37 |
|
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $34k | -6% | 300.00 | 113.10 |
|
| Ingevity (NGVT) | 0.0 | $33k | 559.00 | 59.18 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $33k | 114.00 | 287.85 |
|
|
| Expeditors International of Washington (EXPD) | 0.0 | $30k | 200.00 | 149.01 |
|
|
| Target Corporation (TGT) | 0.0 | $29k | -30% | 300.00 | 97.75 |
|
| Spdr Series Trust Portfoli S&p1500 (SPTM) | 0.0 | $29k | NEW | 353.00 | 82.50 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $29k | -52% | 48.00 | 603.27 |
|
| FedEx Corporation (FDX) | 0.0 | $29k | 100.00 | 288.86 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $28k | 875.00 | 32.06 |
|
|
| Cardiff Oncology (CRDF) | 0.0 | $27k | 9.8k | 2.81 |
|
|
| Kenvue (KVUE) | 0.0 | $27k | -96% | 1.6k | 17.25 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $27k | NEW | 301.00 | 89.46 |
|
| Emerson Electric (EMR) | 0.0 | $27k | 200.00 | 132.72 |
|
|
| American Tower Reit (AMT) | 0.0 | $26k | 150.00 | 175.57 |
|
|
| Lamb Weston Hldgs (LW) | 0.0 | $26k | 612.00 | 41.89 |
|
|
| 3M Company (MMM) | 0.0 | $26k | 160.00 | 160.10 |
|
|
| PPG Industries (PPG) | 0.0 | $26k | 249.00 | 102.46 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $23k | 76.00 | 308.03 |
|
|
| Eagle Materials (EXP) | 0.0 | $23k | 111.00 | 206.68 |
|
|
| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.0 | $23k | -18% | 930.00 | 24.37 |
|
| Ishares Msci Cda Etf (EWC) | 0.0 | $22k | 409.00 | 53.93 |
|
|
| Flexshares Tr Stoxx Globr Inf (NFRA) | 0.0 | $21k | NEW | 350.00 | 60.51 |
|
| United Parcel Service CL B (UPS) | 0.0 | $20k | 200.00 | 99.19 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $19k | 60.00 | 324.03 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $18k | 182.00 | 99.78 |
|
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $18k | 1.0k | 17.96 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $18k | 68.00 | 257.24 |
|
|
| eBay (EBAY) | 0.0 | $17k | 200.00 | 87.10 |
|
|
| Bwx Technologies (BWXT) | 0.0 | $17k | 100.00 | 172.84 |
|
|
| Church & Dwight (CHD) | 0.0 | $17k | 201.00 | 83.85 |
|
|
| Lithia Motors (LAD) | 0.0 | $17k | 50.00 | 332.34 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $17k | 53.00 | 312.58 |
|
|
| Crescent Energy Company Cl A Com (CRGY) | 0.0 | $16k | NEW | 1.9k | 8.39 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $16k | +100% | 200.00 | 79.02 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $15k | 90.00 | 171.18 |
|
|
| Dominion Resources (D) | 0.0 | $15k | 259.00 | 58.59 |
|
|
| Fortive (FTV) | 0.0 | $15k | 273.00 | 55.21 |
|
|
| United States Antimony (UAMY) | 0.0 | $15k | 3.0k | 5.02 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $15k | 200.00 | 73.48 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $14k | NEW | 68.00 | 198.62 |
|
| Cigna Corp (CI) | 0.0 | $14k | 49.00 | 275.22 |
|
|
| Netflix (NFLX) | 0.0 | $12k | +900% | 130.00 | 93.76 |
|
| Floor & Decor Hldgs Cl A (FND) | 0.0 | $12k | 200.00 | 60.89 |
|
|
| ResMed (RMD) | 0.0 | $12k | 50.00 | 240.88 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $12k | 200.00 | 58.38 |
|
|
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.0 | $11k | 150.00 | 75.85 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $11k | 60.00 | 188.07 |
|
|
| Carlisle Companies (CSL) | 0.0 | $11k | 35.00 | 319.86 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $11k | NEW | 136.00 | 81.17 |
|
| Sundial Growers (SNDL) | 0.0 | $11k | +1020% | 6.4k | 1.66 |
|
| Chemed Corp Com Stk (CHE) | 0.0 | $11k | 25.00 | 427.88 |
|
|
| Ishares Glb Enr Prod Etf (POWR) | 0.0 | $11k | 450.00 | 23.53 |
|
|
| United Rentals (URI) | 0.0 | $11k | 13.00 | 809.30 |
|
|
| Grayscale Ethereum Mini Tr E Shs New (ETH) | 0.0 | $10k | 369.00 | 28.06 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $10k | 76.00 | 136.07 |
|
|
| AutoZone (AZO) | 0.0 | $10k | 3.00 | 3391.67 |
|
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $9.7k | 214.00 | 45.54 |
|
|
| Medtronic SHS (MDT) | 0.0 | $9.6k | -44% | 100.00 | 96.06 |
|
| Alexander & Baldwin (ALEX) | 0.0 | $9.6k | 465.00 | 20.64 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $9.4k | NEW | 100.00 | 94.16 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $9.3k | +433% | 32.00 | 290.22 |
|
| Copart (CPRT) | 0.0 | $9.2k | 236.00 | 39.15 |
|
|
| Applied Materials (AMAT) | 0.0 | $8.2k | 32.00 | 257.00 |
|
|
| Garmin SHS (GRMN) | 0.0 | $7.5k | 37.00 | 202.84 |
|
|
| Rocket Cos Com Cl A (RKT) | 0.0 | $7.5k | NEW | 386.00 | 19.36 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $7.0k | NEW | 28.00 | 250.32 |
|
| BP Sponsored Adr (BP) | 0.0 | $6.9k | 200.00 | 34.73 |
|
|
| Monster Beverage Corp (MNST) | 0.0 | $6.9k | 90.00 | 76.67 |
|
|
| Advisorshares Tr Pure Cannabis (YOLO) | 0.0 | $6.4k | 2.0k | 3.30 |
|
|
| Pool Corporation (POOL) | 0.0 | $5.7k | 25.00 | 228.76 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $5.6k | NEW | 84.00 | 67.21 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $5.4k | 12.00 | 453.33 |
|
|
| Southwest Airlines (LUV) | 0.0 | $5.0k | 121.00 | 41.33 |
|
|
| First Tr Exchange-traded Indxx Nextg Etf (NXTG) | 0.0 | $5.0k | NEW | 46.00 | 107.76 |
|
| Ralliant Corp (RAL) | 0.0 | $4.6k | 91.00 | 50.91 |
|
|
| Mettler-Toledo International (MTD) | 0.0 | $4.2k | 3.00 | 1394.33 |
|
|
| Vontier Corporation (VNT) | 0.0 | $4.1k | 109.00 | 37.18 |
|
|
| Applovin Corp Com Cl A (APP) | 0.0 | $4.0k | 6.00 | 673.83 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $4.0k | 19.00 | 211.79 |
|
|
| CBOE Holdings (CBOE) | 0.0 | $4.0k | 16.00 | 251.00 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $3.9k | 13.00 | 302.08 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $3.9k | 22.00 | 177.77 |
|
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $3.8k | 17.00 | 223.24 |
|
|
| MetLife (MET) | 0.0 | $3.3k | 42.00 | 78.93 |
|
|
| McKesson Corporation (MCK) | 0.0 | $3.3k | 4.00 | 820.25 |
|
|
| Boeing Company (BA) | 0.0 | $3.3k | NEW | 15.00 | 217.13 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $3.2k | 86.00 | 37.00 |
|
|
| Spdr Series Trust Portfolio S&p400 (SPMD) | 0.0 | $3.1k | -82% | 53.00 | 57.91 |
|
| Advanced Micro Devices (AMD) | 0.0 | $2.6k | 12.00 | 214.17 |
|
|
| Mp Materials Corp Com Cl A (MP) | 0.0 | $2.5k | 50.00 | 50.52 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $2.3k | 14.00 | 161.00 |
|
|
| Ferrari Nv Ord (RACE) | 0.0 | $2.2k | -99% | 6.00 | 369.50 |
|
| Astera Labs (ALAB) | 0.0 | $2.2k | 13.00 | 166.38 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $2.1k | NEW | 47.00 | 44.40 |
|
| Reddit Cl A (RDDT) | 0.0 | $2.1k | 9.00 | 229.89 |
|
|
| Intuit (INTU) | 0.0 | $2.0k | 3.00 | 662.33 |
|
|
| Arista Networks Com Shs (ANET) | 0.0 | $2.0k | 15.00 | 131.00 |
|
|
| Celsius Hldgs Com New (CELH) | 0.0 | $1.9k | 41.00 | 45.73 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $1.8k | 21.00 | 87.33 |
|
|
| Organigram Global (OGI) | 0.0 | $1.8k | 1.1k | 1.68 |
|
|
| Axon Enterprise (AXON) | 0.0 | $1.7k | 3.00 | 568.00 |
|
|
| Texas Roadhouse (TXRH) | 0.0 | $1.7k | 10.00 | 166.00 |
|
|
| Tractor Supply Company (TSCO) | 0.0 | $1.7k | 33.00 | 50.00 |
|
|
| Saia (SAIA) | 0.0 | $1.6k | 5.00 | 326.60 |
|
|
| Irhythm Technologies (IRTC) | 0.0 | $1.6k | 9.00 | 177.44 |
|
|
| On Hldg Namen Akt A (ONON) | 0.0 | $1.4k | 31.00 | 46.48 |
|
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $1.4k | NEW | 30.00 | 46.80 |
|
| Manhattan Associates (MANH) | 0.0 | $1.4k | 8.00 | 173.25 |
|
|
| Genmab A/s Sponsored Ads (GMAB) | 0.0 | $1.4k | 45.00 | 30.80 |
|
|
| Waters Corporation (WAT) | 0.0 | $1.1k | 3.00 | 379.67 |
|
|
| Lululemon Athletica (LULU) | 0.0 | $1.0k | 5.00 | 207.80 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $741.000000 | -98% | 10.00 | 74.10 |
|
| Trex Company (TREX) | 0.0 | $702.000000 | 20.00 | 35.10 |
|
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $647.000000 | 100.00 | 6.47 |
|
|
| Brighthouse Finl (BHF) | 0.0 | $194.000100 | 3.00 | 64.67 |
|
|
| Compass Cl A (COMP) | 0.0 | $190.000800 | NEW | 18.00 | 10.56 |
|
| Cava Group Ord (CAVA) | 0.0 | $176.000100 | 3.00 | 58.67 |
|
Past Filings by Security National Bank
SEC 13F filings are viewable for Security National Bank going back to 2017
- Security National Bank 2025 Q4 filed Feb. 5, 2026
- 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