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, MUSA, and represent 27.11% of Security National Bank's stock portfolio.
- Added to shares of these 10 stocks: KLAC (+$19M), FPS (+$11M), VO (+$5.5M), AVGO, ACWX, IBIT, VMI, FOSL, TSLA, SN.
- Started 38 new stock positions in USAC, PAAA, JAVA, IBIT, HAL, VO, SYY, BBDC, OXLC, FLEX.
- Reduced shares in these 10 stocks: TE, NOW, HOLA, BR, NVDA, CDX, NVT, UNP, WDEF, VTS.
- Sold out of its positions in YOLO, AVEM, AIG, AMT, ADP, SAN, BXSL, BPRE, CBRE, CTRA.
- Security National Bank was a net buyer of stock by $78M.
- Security National Bank has $838M in assets under management (AUM), dropping by 22.03%.
- Central Index Key (CIK): 0001719739
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Portfolio Holdings for Security National Bank
Security National Bank holds 392 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 10.0 | $84M | 418k | 200.09 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 5.5 | $46M | 62.00 | 748850.00 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.2 | $35M | 70k | 500.39 |
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| Apple (AAPL) | 3.8 | $32M | 111k | 289.36 |
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| Murphy Usa (MUSA) | 3.6 | $30M | +5% | 55k | 538.87 |
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| Palo Alto Networks (PANW) | 3.5 | $29M | +2% | 85k | 341.02 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 2.8 | $24M | 12k | 1989.44 |
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| Corning Incorporated (GLW) | 2.5 | $21M | +3% | 83k | 255.43 |
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| Kla Corp Com New (KLAC) | 2.5 | $21M | +934% | 69k | 301.71 |
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| Amazon (AMZN) | 2.4 | $20M | +4% | 83k | 238.34 |
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| Microsoft Corporation (MSFT) | 2.3 | $20M | +5% | 53k | 373.02 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $18M | +4% | 50k | 357.37 |
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| Raytheon Technologies Corp (RTX) | 1.8 | $15M | +9% | 80k | 189.73 |
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| Visa Com Cl A (V) | 1.8 | $15M | +7% | 44k | 343.09 |
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| JPMorgan Chase & Co. (JPM) | 1.7 | $14M | +10% | 44k | 327.33 |
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| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 1.5 | $12M | +13% | 322k | 38.59 |
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| Spdr Series Trust State Stret Spdr (TIPX) | 1.5 | $12M | 650k | 18.93 |
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| J P Morgan Exchange Traded F Intl Hdgd Eqt La (HOLA) | 1.4 | $12M | -17% | 215k | 55.37 |
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| Broadcom (AVGO) | 1.4 | $12M | +35% | 31k | 377.75 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.4 | $12M | +7% | 15k | 748.89 |
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| Forgent Power Solutions Com Shs Cl A (FPS) | 1.3 | $11M | NEW | 200k | 55.86 |
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| Lowe's Companies (LOW) | 1.3 | $11M | +8% | 50k | 220.49 |
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| 2023 Etf Series Trust Brandes Internat (BINV) | 1.3 | $11M | +13% | 256k | 41.95 |
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| Meritage Homes Corporation (MTH) | 1.2 | $10M | 124k | 83.85 |
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| Southern Copper Corporation (SCCO) | 1.2 | $10M | +8% | 59k | 174.26 |
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| Stryker Corporation (SYK) | 1.2 | $9.9M | +8% | 31k | 314.84 |
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| Nextera Energy (NEE) | 1.2 | $9.9M | +10% | 113k | 87.77 |
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| Blackrock (BLK) | 1.1 | $9.4M | +9% | 9.8k | 961.56 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 1.0 | $8.7M | +7% | 190k | 45.70 |
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| Valmont Industries (VMI) | 1.0 | $8.7M | +34% | 15k | 577.60 |
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| International Business Machines (IBM) | 1.0 | $8.5M | +25% | 30k | 281.21 |
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| Green Brick Partners (GRBK) | 1.0 | $8.4M | +13% | 105k | 80.04 |
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| Costco Wholesale Corporation (COST) | 0.9 | $7.8M | +14% | 8.4k | 935.47 |
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| Deere & Company (DE) | 0.9 | $7.7M | +17% | 12k | 634.33 |
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| Diamondback Energy (FANG) | 0.9 | $7.5M | +28% | 43k | 175.78 |
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| Hubbell (HUBB) | 0.9 | $7.4M | +21% | 14k | 523.20 |
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| Nvent Elec SHS (NVT) | 0.9 | $7.3M | -10% | 43k | 169.61 |
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| Thermo Fisher Scientific (TMO) | 0.8 | $7.1M | +18% | 14k | 501.36 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.8 | $6.8M | +4% | 134k | 50.57 |
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| Synopsys (SNPS) | 0.8 | $6.7M | +17% | 15k | 446.07 |
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| Murphy Oil Corporation (MUR) | 0.8 | $6.5M | 198k | 32.56 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.8 | $6.4M | 26k | 246.21 |
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| Sharkninja Com Shs (SN) | 0.8 | $6.4M | +38% | 42k | 152.27 |
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| Caterpillar (CAT) | 0.7 | $5.9M | 5.5k | 1064.90 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.7 | $5.5M | NEW | 69k | 80.57 |
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| Casey's General Stores (CASY) | 0.6 | $4.9M | -4% | 6.2k | 794.79 |
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| Trimble Navigation (TRMB) | 0.6 | $4.8M | +21% | 93k | 51.18 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $4.1M | -3% | 6.0k | 686.81 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $4.0M | -2% | 11k | 370.04 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.5 | $3.9M | 69k | 56.49 |
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| Johnson & Johnson (JNJ) | 0.5 | $3.8M | 15k | 253.97 |
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| T1 Energy Com New (TE) | 0.4 | $3.7M | -49% | 391k | 9.48 |
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| Simplify Exchange Traded Fun High Yield Etf (CDX) | 0.4 | $3.7M | -20% | 173k | 21.12 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.4 | $3.6M | +289% | 48k | 76.11 |
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| Chubb (CB) | 0.4 | $3.4M | 10k | 340.74 |
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| Boston Scientific Corporation (BSX) | 0.4 | $3.2M | +52% | 75k | 42.68 |
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| Waste Management (WM) | 0.4 | $3.1M | +6% | 14k | 222.88 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $3.0M | +2% | 22k | 137.53 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $3.0M | 5.8k | 513.60 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.3 | $2.8M | +18% | 46k | 61.46 |
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| Eli Lilly & Co. (LLY) | 0.3 | $2.8M | +8% | 2.3k | 1199.43 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $2.7M | -15% | 3.7k | 736.40 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.3 | $2.5M | NEW | 74k | 33.29 |
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| Tesla Motors (TSLA) | 0.3 | $2.4M | +471% | 5.7k | 420.60 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.4M | -2% | 6.7k | 353.33 |
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| Motorola Solutions Com New (MSI) | 0.3 | $2.3M | +4% | 5.4k | 415.29 |
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| Altria (MO) | 0.3 | $2.2M | 31k | 71.95 |
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| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.3 | $2.2M | +16% | 33k | 67.58 |
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| Wisdomtree Tr Japan Opportunit (OPPJ) | 0.3 | $2.1M | +137% | 37k | 57.67 |
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| Fossil (FOSL) | 0.2 | $2.0M | NEW | 493k | 4.14 |
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| Wec Energy Group (WEC) | 0.2 | $2.0M | 17k | 116.77 |
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| Procter & Gamble Company (PG) | 0.2 | $1.9M | +3% | 13k | 146.64 |
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| Abbott Laboratories (ABT) | 0.2 | $1.9M | +7% | 21k | 90.74 |
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| Union Pacific Corporation (UNP) | 0.2 | $1.8M | -26% | 6.7k | 272.00 |
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| RPM International (RPM) | 0.2 | $1.8M | 16k | 111.15 |
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| Astrazeneca Ord (AZN) | 0.2 | $1.7M | NEW | 9.0k | 189.62 |
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| Ishares Tr Core Msci Pac (IPAC) | 0.2 | $1.6M | +214% | 20k | 81.93 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.2 | $1.6M | +2% | 52k | 30.17 |
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| Goldman Sachs Etf Tr Equal Weight Us (GSEW) | 0.2 | $1.5M | +49% | 16k | 94.42 |
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| Huntington Bancshares Incorporated (HBAN) | 0.2 | $1.5M | 85k | 17.73 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.2 | $1.5M | NEW | 26k | 56.33 |
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| Home Depot (HD) | 0.2 | $1.5M | +7% | 4.1k | 352.68 |
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| Wisdomtree Tr Europe Defense F (WDEF) | 0.2 | $1.4M | -28% | 52k | 27.19 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $1.4M | +155% | 1.8k | 763.14 |
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| Pgim Etf Tr Aaa Clo Etf (PAAA) | 0.2 | $1.3M | NEW | 26k | 51.27 |
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| First Tr Exchange-traded Indxx Nat Re Etf (FTRI) | 0.1 | $1.3M | +25% | 79k | 15.87 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $1.2M | 8.7k | 136.72 |
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| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.1 | $1.2M | 21k | 56.22 |
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| Marriott Intl Cl A (MAR) | 0.1 | $1.1M | -2% | 3.1k | 370.59 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $968k | -2% | 3.0k | 317.53 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $956k | 12k | 77.11 |
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| Ishares Msci Emrg Chn (EMXC) | 0.1 | $927k | NEW | 9.1k | 102.30 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $911k | -3% | 6.1k | 148.31 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $892k | +5% | 1.2k | 746.77 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $850k | +53% | 1.8k | 477.57 |
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| Rayonier (RYN) | 0.1 | $771k | 36k | 21.28 |
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| Starbucks Corporation (SBUX) | 0.1 | $735k | -8% | 7.2k | 102.19 |
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| Devon Energy Corporation (DVN) | 0.1 | $707k | +5% | 17k | 41.32 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $704k | -4% | 9.0k | 77.91 |
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| Chevron Corporation (CVX) | 0.1 | $636k | +2% | 3.8k | 165.76 |
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| United Sts Oil Units (USO) | 0.1 | $632k | +432% | 5.9k | 106.44 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $626k | 1.5k | 409.50 |
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| Amgen (AMGN) | 0.1 | $620k | 1.7k | 362.12 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $602k | 1.5k | 397.67 |
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| United Sts Brent Oil Unit (BNO) | 0.1 | $591k | +454% | 15k | 40.69 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $568k | 14k | 41.43 |
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| Eaton Corp SHS (ETN) | 0.1 | $558k | 1.3k | 426.12 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $545k | 1.8k | 298.07 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $522k | +688% | 4.4k | 119.52 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $522k | +303% | 2.3k | 227.06 |
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| Sky Harbour Group Corporatio Com Cl A (SKYH) | 0.1 | $512k | 52k | 9.84 |
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| Regions Financial Corporation (RF) | 0.1 | $511k | 17k | 30.20 |
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| Fidelity Covington Trust Enhanced Large (FELG) | 0.1 | $484k | 11k | 43.75 |
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| Meta Platforms Cl A (META) | 0.1 | $450k | -18% | 798.00 | 563.29 |
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| Bank of America Corporation (BAC) | 0.1 | $447k | +8% | 7.8k | 56.98 |
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| McDonald's Corporation (MCD) | 0.1 | $436k | -5% | 1.6k | 270.31 |
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| Citigroup Com New (C) | 0.1 | $420k | 3.0k | 139.96 |
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| Ge Vernova (GEV) | 0.0 | $415k | +2% | 353.00 | 1174.86 |
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| Antero Midstream Corp antero midstream (AM) | 0.0 | $414k | +8% | 18k | 22.75 |
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| salesforce (CRM) | 0.0 | $412k | 2.6k | 156.66 |
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| Valero Energy Corporation (VLO) | 0.0 | $386k | 1.5k | 260.44 |
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| Alliance Resource Partners L Ut Ltd Part (ARLP) | 0.0 | $382k | 16k | 23.98 |
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| Spdr Series Trust State Street Spd (SPYD) | 0.0 | $379k | 8.0k | 47.71 |
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| Pepsi (PEP) | 0.0 | $376k | -46% | 2.8k | 135.40 |
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| Nucor Corporation (NUE) | 0.0 | $372k | 1.7k | 222.75 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $361k | -8% | 4.8k | 75.45 |
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| Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.0 | $341k | 1.9k | 181.15 |
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| Qualcomm (QCOM) | 0.0 | $340k | +121% | 1.8k | 184.79 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $326k | 1.5k | 217.93 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $320k | -6% | 4.5k | 71.25 |
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| Wal-Mart Stores (WMT) | 0.0 | $316k | 2.8k | 113.26 |
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| Abbvie (ABBV) | 0.0 | $297k | 1.2k | 251.64 |
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| Microchip Technology (MCHP) | 0.0 | $289k | -46% | 3.2k | 91.20 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $288k | 10k | 27.70 |
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| Us Bancorp Com New (USB) | 0.0 | $287k | 4.8k | 60.40 |
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| Vaneck Etf Trust Uranium And Nucl (NLR) | 0.0 | $280k | NEW | 2.4k | 115.98 |
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| Coca-Cola Company (KO) | 0.0 | $280k | 3.5k | 81.27 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $280k | -10% | 3.7k | 75.51 |
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| Republic Services (RSG) | 0.0 | $276k | 1.3k | 213.08 |
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| MGE Energy (MGEE) | 0.0 | $267k | 3.3k | 81.54 |
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| Spdr Series Trust State Street Spd (XOP) | 0.0 | $265k | NEW | 1.7k | 154.26 |
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| Old Dominion Freight Line (ODFL) | 0.0 | $256k | 1.2k | 216.60 |
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| Ishares Ethereum Tr SHS (ETHA) | 0.0 | $254k | NEW | 21k | 11.89 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $247k | +305% | 2.0k | 124.17 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $247k | 1.6k | 158.03 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $242k | +500% | 2.8k | 86.14 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $236k | 2.9k | 82.65 |
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| Baron Etf Tr First Principles (RONB) | 0.0 | $234k | NEW | 9.6k | 24.40 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $229k | 2.0k | 117.50 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $229k | 1.2k | 190.52 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $227k | -6% | 4.2k | 53.47 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $223k | 3.8k | 58.92 |
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| Progressive Corporation (PGR) | 0.0 | $221k | 1.0k | 218.45 |
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| Zoetis Cl A (ZTS) | 0.0 | $195k | -19% | 2.7k | 71.86 |
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| Vistra Energy (VST) | 0.0 | $194k | -25% | 1.2k | 158.63 |
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| Hewlett Packard Enterprise (HPE) | 0.0 | $186k | 4.1k | 45.11 |
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| Uber Technologies (UBER) | 0.0 | $185k | -21% | 2.6k | 72.16 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $183k | +2% | 10k | 17.88 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.0 | $183k | 3.7k | 49.28 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $179k | 3.0k | 59.69 |
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| Booking Holdings (BKNG) | 0.0 | $178k | +2400% | 1.0k | 178.24 |
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| Phillips 66 (PSX) | 0.0 | $178k | 1.1k | 169.05 |
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| American Electric Power Company (AEP) | 0.0 | $177k | 1.3k | 136.81 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $170k | 954.00 | 178.60 |
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| J P Morgan Exchange Traded F U S Tech Leaders (JTEK) | 0.0 | $164k | NEW | 1.5k | 111.55 |
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| Danaher Corporation (DHR) | 0.0 | $162k | 850.00 | 190.48 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $162k | 379.00 | 426.40 |
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| Ishares Em Mkts Div Etf (DVYE) | 0.0 | $159k | 4.9k | 32.23 |
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| Iron Mountain (IRM) | 0.0 | $158k | 1.3k | 126.31 |
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| American Express Company (AXP) | 0.0 | $156k | 461.00 | 338.25 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.0 | $156k | -24% | 3.2k | 48.25 |
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| Vanguard World Energy Etf (VDE) | 0.0 | $143k | 955.00 | 150.13 |
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| S&p Global (SPGI) | 0.0 | $141k | 345.00 | 407.27 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $135k | NEW | 2.7k | 49.41 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $134k | 7.0k | 19.12 |
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| Verizon Communications (VZ) | 0.0 | $133k | 3.1k | 42.34 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $131k | 495.00 | 264.72 |
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| Roper Industries (ROP) | 0.0 | $127k | 375.00 | 338.39 |
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| Americold Rlty Tr (COLD) | 0.0 | $126k | 8.0k | 15.72 |
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| Ecolab (ECL) | 0.0 | $125k | 450.00 | 278.61 |
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| ConocoPhillips (COP) | 0.0 | $125k | 1.2k | 103.96 |
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| GSK Sponsored Adr (GSK) | 0.0 | $124k | 2.4k | 52.42 |
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| Enterprise Products Partners (EPD) | 0.0 | $119k | +268% | 3.2k | 36.76 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $118k | +9% | 121.00 | 978.10 |
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| UnitedHealth (UNH) | 0.0 | $118k | 283.00 | 415.64 |
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| Paccar (PCAR) | 0.0 | $111k | 920.00 | 120.12 |
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| O'reilly Automotive (ORLY) | 0.0 | $111k | 1.2k | 92.09 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $111k | 245.00 | 451.00 |
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| Ishares Tr Morningstr Us Eq (ILCB) | 0.0 | $109k | 1.1k | 103.65 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $106k | 960.00 | 110.32 |
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| Linde SHS (LIN) | 0.0 | $106k | +2% | 204.00 | 518.94 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $105k | 2.8k | 38.23 |
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| UGI Corporation (UGI) | 0.0 | $104k | 3.0k | 34.54 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $103k | -27% | 873.00 | 117.67 |
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| Broadridge Financial Solutions (BR) | 0.0 | $94k | -95% | 684.00 | 136.95 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $93k | 1.0k | 92.21 |
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| Diageo Spon Adr New (DEO) | 0.0 | $93k | NEW | 1.2k | 80.38 |
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| Verisk Analytics (VRSK) | 0.0 | $93k | 515.00 | 179.53 |
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| Deluxe Corporation (DLX) | 0.0 | $92k | 3.8k | 23.88 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $89k | 1.5k | 58.98 |
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| Ameriprise Financial (AMP) | 0.0 | $88k | 191.00 | 458.76 |
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| Autodesk (ADSK) | 0.0 | $88k | 450.00 | 194.42 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $87k | 976.00 | 89.01 |
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| Apple Hospitality Reit Com New (APLE) | 0.0 | $86k | 5.1k | 16.81 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $86k | 1.9k | 45.34 |
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| Wells Fargo & Company (WFC) | 0.0 | $84k | -2% | 1.0k | 82.64 |
|
| At&t (T) | 0.0 | $83k | 4.0k | 20.70 |
|
|
| Skyworks Solutions (SWKS) | 0.0 | $81k | 1.2k | 67.80 |
|
|
| Firstservice Corp (FSV) | 0.0 | $79k | 553.00 | 142.11 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $77k | 206.00 | 373.73 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $75k | 1.3k | 57.62 |
|
|
| TransDigm Group Incorporated (TDG) | 0.0 | $73k | +27% | 55.00 | 1332.04 |
|
| TJX Companies (TJX) | 0.0 | $72k | +2% | 475.00 | 151.50 |
|
| EOG Resources (EOG) | 0.0 | $71k | -15% | 545.00 | 129.73 |
|
| Select Sector Spdr Tr State Street Rea (XLRE) | 0.0 | $70k | 1.6k | 44.03 |
|
|
| Omni (OMC) | 0.0 | $69k | 947.00 | 72.83 |
|
|
| AGCO Corporation (AGCO) | 0.0 | $69k | 574.00 | 119.70 |
|
|
| T. Rowe Price (TROW) | 0.0 | $68k | 600.00 | 113.69 |
|
|
| Principal Financial (PFG) | 0.0 | $68k | -34% | 631.00 | 107.78 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $68k | 130.00 | 522.39 |
|
|
| Wendy's/arby's Group (WEN) | 0.0 | $67k | 8.1k | 8.29 |
|
|
| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.0 | $67k | 1.3k | 52.65 |
|
|
| Amcor Com New (AMCR) | 0.0 | $66k | NEW | 1.5k | 43.35 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $65k | 1.2k | 52.41 |
|
|
| Enbridge (ENB) | 0.0 | $64k | 1.2k | 54.21 |
|
|
| Matson (MATX) | 0.0 | $63k | 328.00 | 192.23 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $61k | 560.00 | 109.07 |
|
|
| Ab Active Etfs Disruptors Etf (FWD) | 0.0 | $61k | 411.00 | 148.12 |
|
|
| Pfizer (PFE) | 0.0 | $61k | 2.5k | 24.08 |
|
|
| Kayne Anderson Bdc Com Shs (KBDC) | 0.0 | $60k | 4.4k | 13.53 |
|
|
| Steel Dynamics (STLD) | 0.0 | $58k | 251.00 | 229.46 |
|
|
| Siriusxm Holdings Common Stock (SIRI) | 0.0 | $57k | -18% | 1.9k | 29.54 |
|
| Ishares Tr U.s. Utilits Etf (IDU) | 0.0 | $57k | 500.00 | 114.61 |
|
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $57k | 300.00 | 190.19 |
|
|
| Ares Capital Corporation (ARCC) | 0.0 | $56k | 3.0k | 18.53 |
|
|
| Hercules Technology Growth Capital (HTGC) | 0.0 | $55k | 3.5k | 15.77 |
|
|
| Barings Bdc (BBDC) | 0.0 | $55k | NEW | 6.5k | 8.52 |
|
| Oaktree Specialty Lending Corp (OCSL) | 0.0 | $55k | 4.6k | 11.94 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $55k | 1.0k | 52.76 |
|
|
| Bain Cap Specialty Fin Com Stk (BCSF) | 0.0 | $55k | 4.4k | 12.52 |
|
|
| Itt (ITT) | 0.0 | $54k | 275.00 | 197.76 |
|
|
| Vail Resorts (MTN) | 0.0 | $54k | 398.00 | 136.15 |
|
|
| Alcon Ord Shs (ALC) | 0.0 | $54k | 800.00 | 67.10 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $54k | 1.1k | 50.58 |
|
|
| Spdr Series Trust State Street Spd (SPYG) | 0.0 | $53k | 443.00 | 118.99 |
|
|
| Rent-A-Center (UPBD) | 0.0 | $52k | 2.5k | 21.22 |
|
|
| Colliers Intl Group Sub Vtg Shs (CIGI) | 0.0 | $52k | 553.00 | 93.79 |
|
|
| Tcg Bdc (CGBD) | 0.0 | $52k | 4.9k | 10.53 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $51k | 137.00 | 368.38 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $50k | 144.00 | 343.91 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $48k | 390.00 | 123.11 |
|
|
| Flexshares Tr Mornstar Upstr (GUNR) | 0.0 | $47k | 945.00 | 49.28 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $45k | 500.00 | 90.46 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $45k | 295.00 | 151.33 |
|
|
| Capital One Financial (COF) | 0.0 | $44k | -57% | 220.00 | 200.62 |
|
| American Airls (AAL) | 0.0 | $44k | -23% | 2.4k | 18.07 |
|
| Firefly Aerospace (FLY) | 0.0 | $44k | NEW | 1.5k | 29.40 |
|
| Prudential Financial (PRU) | 0.0 | $43k | 400.00 | 107.93 |
|
|
| Oneok (OKE) | 0.0 | $43k | 495.00 | 86.94 |
|
|
| Ingevity (NGVT) | 0.0 | $42k | 559.00 | 74.67 |
|
|
| Target Corporation (TGT) | 0.0 | $39k | 300.00 | 130.61 |
|
|
| Walt Disney Company (DIS) | 0.0 | $39k | -5% | 400.00 | 96.25 |
|
| Boston Omaha Corp Cl A Com Stk (BOC) | 0.0 | $38k | 2.8k | 13.64 |
|
|
| Nike CL B (NKE) | 0.0 | $36k | 878.00 | 41.05 |
|
|
| Oxford Lane Cap Corp (OXLC) | 0.0 | $35k | NEW | 4.0k | 8.76 |
|
| Icon Pub SHS (ICLR) | 0.0 | $35k | 200.00 | 173.71 |
|
|
| Merck & Co (MRK) | 0.0 | $34k | 267.00 | 128.50 |
|
|
| Eagle Pt Cr (ECC) | 0.0 | $34k | NEW | 9.0k | 3.72 |
|
| Pulte (PHM) | 0.0 | $33k | 243.00 | 137.21 |
|
|
| Expeditors International of Washington (EXPD) | 0.0 | $33k | 200.00 | 162.98 |
|
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $32k | -6% | 45.00 | 703.33 |
|
| FedEx Corporation (FDX) | 0.0 | $31k | 100.00 | 313.13 |
|
|
| PPG Industries (PPG) | 0.0 | $30k | 249.00 | 121.29 |
|
|
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $30k | NEW | 2.8k | 10.90 |
|
| ConAgra Foods (CAG) | 0.0 | $30k | 2.2k | 13.46 |
|
|
| Emerson Electric (EMR) | 0.0 | $29k | 200.00 | 143.15 |
|
|
| Usa Compression Partners Com Unit Ltdpar (USAC) | 0.0 | $29k | NEW | 1.1k | 26.39 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $28k | -24% | 135.00 | 205.02 |
|
| Morgan Stanley Com New (MS) | 0.0 | $27k | 131.00 | 209.04 |
|
|
| Lamb Weston Hldgs (LW) | 0.0 | $26k | 612.00 | 43.18 |
|
|
| Delta Air Lines Com New (DAL) | 0.0 | $26k | 282.00 | 93.66 |
|
|
| United Rentals (URI) | 0.0 | $26k | +27% | 23.00 | 1132.90 |
|
| 3M Company (MMM) | 0.0 | $26k | 160.00 | 161.91 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $26k | +66% | 332.00 | 77.54 |
|
| Eagle Materials (EXP) | 0.0 | $25k | 111.00 | 225.00 |
|
|
| Ishares Msci Cda Etf (EWC) | 0.0 | $24k | 409.00 | 57.64 |
|
|
| Take-Two Interactive Software (TTWO) | 0.0 | $23k | 93.00 | 249.98 |
|
|
| Applied Materials (AMAT) | 0.0 | $23k | 32.00 | 723.00 |
|
|
| Flexshares Tr Stoxx Globr Inf (NFRA) | 0.0 | $22k | 350.00 | 64.12 |
|
|
| eBay (EBAY) | 0.0 | $22k | 200.00 | 111.75 |
|
|
| Netflix (NFLX) | 0.0 | $22k | +83% | 312.00 | 71.40 |
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $22k | 1.0k | 22.26 |
|
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.0 | $22k | 400.00 | 55.18 |
|
|
| United Parcel Svcs CL B (UPS) | 0.0 | $22k | 200.00 | 107.50 |
|
|
| United States Antimony (UAMY) | 0.0 | $22k | 3.0k | 7.26 |
|
|
| Cogent Comm Holdings Com New (CCOI) | 0.0 | $21k | 1.5k | 13.88 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $21k | 60.00 | 344.32 |
|
|
| Match Group (MTCH) | 0.0 | $20k | -4% | 525.00 | 38.05 |
|
| Cadence Design Systems (CDNS) | 0.0 | $20k | 53.00 | 375.31 |
|
|
| Church & Dwight (CHD) | 0.0 | $20k | 201.00 | 96.88 |
|
|
| Quanta Services (PWR) | 0.0 | $19k | +188% | 26.00 | 720.04 |
|
| Carlisle Companies (CSL) | 0.0 | $18k | +42% | 50.00 | 362.76 |
|
| Nasdaq Omx (NDAQ) | 0.0 | $18k | 226.00 | 78.82 |
|
|
| Dominion Resources (D) | 0.0 | $18k | 259.00 | 68.29 |
|
|
| Servicenow (NOW) | 0.0 | $17k | -99% | 175.00 | 99.28 |
|
| Ross Stores (ROST) | 0.0 | $17k | +276% | 79.00 | 212.85 |
|
| Fortive (FTV) | 0.0 | $17k | 273.00 | 61.09 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $16k | 182.00 | 88.68 |
|
|
| AutoZone (AZO) | 0.0 | $16k | 5.00 | 3196.00 |
|
|
| Rocket Cos Com Cl A (RKT) | 0.0 | $16k | +19% | 1.0k | 15.75 |
|
| Vitesse Energy Common Stock (VTS) | 0.0 | $15k | -97% | 936.00 | 15.77 |
|
| Lithia Motors (LAD) | 0.0 | $15k | 50.00 | 290.50 |
|
|
| Ryanair Holdings Sponsored Adr (RYAAY) | 0.0 | $14k | 223.00 | 64.75 |
|
|
| Cardiff Oncology (CRDF) | 0.0 | $13k | 9.8k | 1.30 |
|
|
| Ishares Us Power Infrast (POWR) | 0.0 | $13k | 450.00 | 27.96 |
|
|
| Etf Ser Solutions Defiance Quantum (QTUM) | 0.0 | $12k | NEW | 74.00 | 165.38 |
|
| Wisdomtree Tr Quantum Computin (WQTM) | 0.0 | $12k | NEW | 323.00 | 37.81 |
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $12k | 214.00 | 55.50 |
|
|
| Floor & Decor Hldgs Cl A (FND) | 0.0 | $12k | 200.00 | 59.36 |
|
|
| Boeing Company (BA) | 0.0 | $12k | -3% | 54.00 | 216.46 |
|
| Tidal Trust Ii Yieldmax Tsla Op (TSLY) | 0.0 | $11k | 400.00 | 28.54 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $10k | 60.00 | 170.08 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $10k | 76.00 | 132.83 |
|
|
| First Tr Exchange-traded Indxx Nextg Etf (NXTG) | 0.0 | $10k | -52% | 65.00 | 153.34 |
|
| ResMed (RMD) | 0.0 | $9.7k | 50.00 | 194.88 |
|
|
| Applied Digital Corp Com New (APLD) | 0.0 | $9.7k | 261.00 | 37.30 |
|
|
| Copart (CPRT) | 0.0 | $9.5k | 336.00 | 28.19 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $9.2k | 100.00 | 91.68 |
|
|
| Monster Beverage Corp (MNST) | 0.0 | $8.7k | 90.00 | 96.12 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $8.6k | 200.00 | 43.18 |
|
|
| Medtronic SHS (MDT) | 0.0 | $7.8k | 100.00 | 78.23 |
|
|
| Halliburton Company (HAL) | 0.0 | $7.5k | NEW | 221.00 | 33.95 |
|
| BP Sponsored Adr (BP) | 0.0 | $7.4k | 200.00 | 36.95 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $7.4k | NEW | 15.00 | 491.13 |
|
| PNC Financial Services (PNC) | 0.0 | $7.1k | 29.00 | 246.21 |
|
|
| Ralliant Corp (RAL) | 0.0 | $6.7k | 91.00 | 73.63 |
|
|
| Astera Labs (ALAB) | 0.0 | $6.3k | 13.00 | 483.00 |
|
|
| Southwest Airlines (LUV) | 0.0 | $6.2k | 121.00 | 51.42 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $6.0k | 12.00 | 496.75 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $5.3k | 34.00 | 156.94 |
|
|
| McKesson Corporation (MCK) | 0.0 | $5.3k | +75% | 7.00 | 755.57 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $5.3k | -92% | 24.00 | 219.42 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $4.8k | 13.00 | 365.69 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $4.6k | 19.00 | 243.00 |
|
|
| Flex Ord (FLEX) | 0.0 | $4.4k | NEW | 27.00 | 162.07 |
|
| CBOE Holdings (CBOE) | 0.0 | $3.9k | 16.00 | 242.69 |
|
|
| Mettler-Toledo International (MTD) | 0.0 | $3.8k | 3.00 | 1277.67 |
|
|
| Packaging Corporation of America (PKG) | 0.0 | $3.8k | 16.00 | 238.25 |
|
|
| MetLife (MET) | 0.0 | $3.6k | -48% | 42.00 | 84.62 |
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.0 | $3.5k | NEW | 13.00 | 271.92 |
|
| Waters Corporation (WAT) | 0.0 | $3.4k | -78% | 9.00 | 375.00 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $3.3k | NEW | 10.00 | 334.80 |
|
| Vontier Corporation (VNT) | 0.0 | $3.2k | 109.00 | 29.00 |
|
|
| Applovin Corp Com Cl A (APP) | 0.0 | $3.1k | 6.00 | 515.17 |
|
|
| Fermi (FRMI) | 0.0 | $3.1k | NEW | 337.00 | 9.16 |
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $3.0k | 17.00 | 177.47 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $2.9k | 86.00 | 34.00 |
|
|
| Amphenol Corp Cl A (APH) | 0.0 | $2.8k | NEW | 16.00 | 176.31 |
|
| Mp Materials Corp Com Cl A (MP) | 0.0 | $2.8k | 50.00 | 56.02 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $2.6k | 22.00 | 116.68 |
|
|
| Arista Networks Com Shs (ANET) | 0.0 | $2.5k | 15.00 | 169.87 |
|
|
| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 0.0 | $2.4k | NEW | 30.00 | 79.40 |
|
| Starboard Invt Tr Adaptive Alpha (AGOX) | 0.0 | $2.4k | 68.00 | 34.66 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $2.4k | NEW | 15.00 | 156.73 |
|
| Micron Technology (MU) | 0.0 | $2.3k | NEW | 2.00 | 1154.50 |
|
| Ferrari Nv Ord (RACE) | 0.0 | $2.2k | 6.00 | 372.33 |
|
|
| Saia (SAIA) | 0.0 | $2.1k | 5.00 | 421.20 |
|
|
| Texas Roadhouse (TXRH) | 0.0 | $1.9k | 10.00 | 193.20 |
|
|
| Jfb Constr Hldgs Cl A (JFB) | 0.0 | $1.9k | 400.00 | 4.81 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $1.8k | NEW | 21.00 | 83.57 |
|
| Axon Enterprise (AXON) | 0.0 | $1.7k | 3.00 | 560.67 |
|
|
| Cardinal Health (CAH) | 0.0 | $1.7k | NEW | 7.00 | 237.57 |
|
| Ralph Lauren Corp Cl A (RL) | 0.0 | $1.6k | NEW | 4.00 | 401.50 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $1.6k | 14.00 | 114.21 |
|
|
| Eni Spa Sponsored Adr (E) | 0.0 | $1.6k | NEW | 34.00 | 46.85 |
|
| Vaneck Etf Trust Ig Floating Rate (FLTR) | 0.0 | $1.6k | 62.00 | 25.61 |
|
|
| Reddit Cl A (RDDT) | 0.0 | $1.6k | 9.00 | 173.56 |
|
|
| Franklin Templeton Etf Tr Senior Loan Etf (FLBL) | 0.0 | $1.5k | 66.00 | 22.92 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $1.5k | -47% | 9.00 | 167.78 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $1.5k | 21.00 | 71.62 |
|
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $1.3k | 100.00 | 13.28 |
|
|
| Genmab A/s Sponsored Ads (GMAB) | 0.0 | $1.2k | 45.00 | 27.47 |
|
|
| Celsius Hldgs Com New (CELH) | 0.0 | $1.2k | 41.00 | 29.27 |
|
|
| Manhattan Associates (MANH) | 0.0 | $1.1k | 8.00 | 139.25 |
|
|
| On Hldg Namen Akt A (ONON) | 0.0 | $1.1k | 31.00 | 35.42 |
|
|
| Tractor Supply Company (TSCO) | 0.0 | $1.0k | 33.00 | 31.61 |
|
|
| Trex Company (TREX) | 0.0 | $1.0k | 20.00 | 50.05 |
|
|
| Intuit (INTU) | 0.0 | $783.000000 | 3.00 | 261.00 |
|
|
| Lululemon Athletica (LULU) | 0.0 | $571.000000 | 5.00 | 114.20 |
|
|
| Cigna Corp (CI) | 0.0 | $276.000000 | -97% | 1.00 | 276.00 |
|
| Cava Group Ord (CAVA) | 0.0 | $234.999900 | 3.00 | 78.33 |
|
|
| Brighthouse Finl (BHF) | 0.0 | $189.999900 | 3.00 | 63.33 |
|
Past Filings by Security National Bank
SEC 13F filings are viewable for Security National Bank going back to 2017
- Security National Bank 2026 Q2 filed July 15, 2026
- Security National Bank 2026 Q1 filed April 16, 2026
- 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