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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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Positions held by Security National Bank Of Sioux City Iowa consolidated in one spreadsheet with up to 7 years of data

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

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

Security National Bank Of Sioux City Iowa 2025 Q1 filed May 20, 2025
Security National Bank Of Sioux City Iowa 2024 Q4 filed Feb. 14, 2025
Security National Bank Of Sioux City Iowa 2024 Q3 filed Nov. 12, 2024
Security National Bank Of Sioux City Iowa 2024 Q2 filed Aug. 15, 2024
Security National Bank Of Sioux City Iowa 2024 Q1 filed May 13, 2024
Security National Bank Of Sioux City Iowa 2023 Q4 filed Feb. 16, 2024
Security National Bank Of Sioux City Iowa 2023 Q3 filed Nov. 13, 2023
Security National Bank Of Sioux City Iowa 2023 Q2 filed Nov. 13, 2023
Security National Bank Of Sioux City Iowa 2022 Q4 filed Feb. 16, 2023
Security National Bank Of Sioux City Iowa 2022 Q3 filed Oct. 14, 2022
Security National Bank Of Sioux City Iowa 2022 Q2 filed Aug. 15, 2022
Security National Bank Of Sioux City Iowa 2022 Q1 filed May 2, 2022
Security National Bank Of Sioux City Iowa 2021 Q4 filed Feb. 16, 2022
Security National Bank Of Sioux City Iowa 2021 Q3 filed Nov. 16, 2021
Security National Bank Of Sioux City Iowa 2021 Q2 filed Aug. 16, 2021
Security National Bank Of Sioux City Iowa 2021 Q1 filed May 12, 2021

View all past filings

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