Security National Bank Of Sioux City Iowa

Latest statistics and disclosures from Security National Bank Of Sioux City Iowa's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are AAPL, BRK.B, MSFT, BRK.A, GOOGL, and represent 21.12% of Security National Bank Of Sioux City Iowa's stock portfolio.
  • Added to shares of these 10 stocks: JEPI, LRCX, NKE, VNQ, GIS, VUG, CMCSA, PYPL, EA, TGT.
  • Started 2 new stock positions in JEPI, VNQ.
  • Reduced shares in these 10 stocks: VT, XOM, , USB, BRK.B, CVX, BMY, AMZN, WMT, NVDA.
  • Sold out of its positions in AMZN, BMY, CVX, MUNI, USB, VT.
  • Security National Bank Of Sioux City Iowa was a net seller of stock by $-3.1M.
  • Security National Bank Of Sioux City Iowa has $138M in assets under management (AUM), dropping by -3.68%.
  • Central Index Key (CIK): 0000894309

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Portfolio Holdings for Security National Bank Of Sioux City Iowa

Security National Bank Of Sioux City Iowa holds 88 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Common Stock (AAPL) 5.1 $7.0M 31k 222.13
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Berkshire Hathaway Inc Del Cl Common Stock (BRK.B) 5.1 $7.0M -4% 13k 532.58
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Microsoft Corp Common Stock (MSFT) 4.3 $5.9M 16k 375.39
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Berkshire Hathaway Inc Del Cl Common Stock (BRK.A) 4.1 $5.6M 7.00 798441.57
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Alphabet Inc Cl A Common Stock (GOOGL) 2.6 $3.6M +2% 24k 154.64
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Aflac Common Stock (AFL) 2.6 $3.6M -3% 33k 111.19
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Oracle Corp Common Stock (ORCL) 2.4 $3.3M 24k 139.81
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Thermo Fisher Scientific Common Stock (TMO) 2.4 $3.2M 6.5k 497.60
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Exxon Mobil Corp Common Stock (XOM) 2.3 $3.2M -15% 27k 118.93
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Walmart Common Stock (WMT) 2.3 $3.1M -5% 36k 87.79
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Qualcomm Common Stock (QCOM) 2.1 $2.9M 19k 153.61
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Automatic Data Processing Common Stock (ADP) 2.1 $2.8M -2% 9.3k 305.53
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Abbvie Common Stock (ABBV) 2.0 $2.8M 13k 209.52
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Johnson & Johnson Common Stock (JNJ) 1.7 $2.4M -3% 14k 165.84
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Leidos Holdings Common Stock (LDOS) 1.7 $2.3M 17k 134.94
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Home Depot Common Stock (HD) 1.7 $2.3M 6.3k 366.49
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Abbott Labs Common Stock (ABT) 1.7 $2.3M +2% 17k 132.65
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General Mls Common Stock (GIS) 1.6 $2.2M +8% 36k 59.79
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Booz Allen Hamilton Holding Common Stock (BAH) 1.5 $2.1M 20k 104.58
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Verizon Communications Common Stock (VZ) 1.5 $2.1M +3% 47k 45.36
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Realty Income Corp Common Stock (O) 1.5 $2.1M 36k 58.01
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Digital Rlty Tr Common Stock (DLR) 1.5 $2.0M 14k 143.29
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Te Connectivity Common Stock (TEL) 1.5 $2.0M +3% 14k 141.32
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Union Pac Corp Common Stock (UNP) 1.5 $2.0M 8.5k 236.24
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Cummins Common Stock (CMI) 1.5 $2.0M -3% 6.4k 313.44
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Nike Inc Cl B Common Stock (NKE) 1.4 $1.9M +19% 30k 63.48
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Linde Common Stock (LIN) 1.4 $1.9M -5% 4.1k 465.64
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Cognizant Technology Solutions Common Stock (CTSH) 1.4 $1.9M 25k 76.50
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State Str Corp Common Stock (STT) 1.3 $1.9M -3% 21k 89.53
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Vanguard Ftse Developed Mkts E Other (VEA) 1.3 $1.8M -2% 36k 50.83
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Danaher Corp Common Stock (DHR) 1.3 $1.8M -3% 9.0k 205.00
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Jacobs Solutions Common Stock (J) 1.3 $1.8M -2% 15k 120.89
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Jpmorgan Chase & Co Common Stock (JPM) 1.3 $1.7M +2% 7.0k 245.30
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Comcast Corp New Cl A Common Stock (CMCSA) 1.2 $1.7M +9% 46k 36.90
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Nucor Corp Common Stock (NUE) 1.2 $1.7M -4% 14k 120.34
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Rtx Corp Common Stock (RTX) 1.2 $1.6M -4% 12k 132.46
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Veralto Corporation Common Stock (VLTO) 1.1 $1.5M 16k 97.45
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Colgate Palmolive Common Stock (CL) 1.1 $1.5M 16k 93.70
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Wabtec Corp Common Stock (WAB) 1.1 $1.5M -4% 8.3k 181.35
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Tyson Foods Common Stock (TSN) 1.1 $1.4M 23k 63.81
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T Rowe Price Group Common Stock (TROW) 1.1 $1.4M +6% 16k 91.87
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Pepsico Common Stock (PEP) 1.0 $1.4M 9.2k 149.94
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Electronic Arts Common Stock (EA) 1.0 $1.4M +8% 9.4k 144.52
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Prudential Finl Common Stock (PRU) 1.0 $1.4M 12k 111.68
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Schlumberger Common Stock (SLB) 1.0 $1.3M -2% 32k 41.80
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Snap-on Common Stock (SNA) 1.0 $1.3M -2% 3.9k 337.01
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Paypal Holdings Common Stock (PYPL) 0.9 $1.3M +10% 20k 65.25
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Occidental Pete Corp Common Stock (OXY) 0.9 $1.2M 25k 49.36
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Ishares Biotechnology Etf Other (IBB) 0.9 $1.2M +4% 9.7k 127.90
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Illinois Tool Wks Common Stock (ITW) 0.9 $1.2M 4.8k 248.01
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Coca-cola Common Stock (KO) 0.8 $1.2M 16k 71.62
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Target Corp Common Stock (TGT) 0.8 $1.1M +8% 11k 104.36
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International Paper Common Stock (IP) 0.8 $1.1M -6% 21k 53.35
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Timken Common Stock (TKR) 0.8 $1.1M -8% 15k 71.87
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Pimco Enhanced Short Maturity Other (MINT) 0.8 $1.0M 10k 100.62
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Kimberly Clark Corp Common Stock (KMB) 0.7 $1.0M +3% 7.2k 142.22
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Nvidia Corp Common Stock (NVDA) 0.6 $853k -15% 7.9k 108.38
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Lam Research Corporation Common Stock (LRCX) 0.6 $852k +60% 12k 72.70
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Fortive Corp Common Stock (FTV) 0.6 $788k -8% 11k 73.18
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Vanguard Total Bond Market Etf Other (BND) 0.6 $760k +8% 10k 73.45
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Energy Transfer Common Stock (ET) 0.4 $610k 33k 18.59
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Jp Morgan Equity Premium Etf Other (JEPI) 0.4 $563k NEW 9.8k 57.14
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Lockheed Martin Corp Common Stock (LMT) 0.4 $503k 1.1k 446.71
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Vanguard Growth Etf Other (VUG) 0.3 $457k +51% 1.2k 370.82
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Sunoco Other (SUN) 0.3 $406k 7.0k 58.06
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Fiserv Common Stock (FI) 0.3 $380k 1.7k 220.83
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Meta Platforms Common Stock (META) 0.3 $372k -5% 645.00 576.36
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Enterprise Prods Partners Common Stock (EPD) 0.3 $370k -8% 11k 34.14
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Vanguard Value Etf Other (VTV) 0.3 $366k +10% 2.1k 172.74
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Old Rep Intl Corp Common Stock (ORI) 0.3 $363k 9.3k 39.22
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Ishares Dow Jones Select Div I Other (DVY) 0.2 $343k -3% 2.6k 134.29
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Spdr Bloomberg High Yield Bond Other (JNK) 0.2 $316k -16% 3.3k 95.30
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Amentum Holdings Common Stock (AMTM) 0.2 $311k +11% 17k 18.20
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Schwab Us Dvd Equity Etf Other (SCHD) 0.2 $310k +17% 11k 27.96
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Spdr S&p 500 Etf Trust Other (SPY) 0.2 $297k 530.00 559.39
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Caterpillar Common Stock (CAT) 0.2 $285k -4% 864.00 329.80
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Visa Inc - Class A Common Stock (V) 0.2 $267k -8% 761.00 350.46
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Merck & Co Common Stock (MRK) 0.2 $259k -2% 2.9k 89.76
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Vanguard Ftse Emerging Markets Other (VWO) 0.2 $251k 5.5k 45.26
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Plains All Amern Pipeline Other (PAA) 0.2 $248k 12k 20.00
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Nelnet Inc Cl A Common Stock (NNI) 0.2 $233k 2.1k 110.93
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Vanguard S&p 500 Etf Other (VOO) 0.2 $222k -11% 431.00 513.91
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Vanguard Small-cap Etf Other (VB) 0.2 $208k -4% 940.00 221.75
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Procter & Gamble Common Stock (PG) 0.2 $207k -13% 1.2k 170.42
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Vanguard Real Estate Etf Other (VNQ) 0.2 $207k NEW 2.3k 90.54
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Technology Select Sect Spdr Other (XLK) 0.2 $207k +15% 1.0k 206.48
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Deere & Co Common Stock (DE) 0.1 $205k -24% 436.00 469.35
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Ngl Energy Partners Other (NGL) 0.1 $96k 21k 4.54
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Past Filings by Security National Bank Of Sioux City Iowa

SEC 13F filings are viewable for Security National Bank Of Sioux City Iowa going back to 2011

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