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 29.99% of Security National Bank's stock portfolio.
- Added to shares of these 10 stocks: WDEF, BLK, MO, HBAN, GLW, OPPJ, SN, RYN, OUNZ, FANG.
- Started 65 new stock positions in F, TPR, VGLT, RYN, ROST, ESML, GS, SEVN, COWZ, TSLY.
- Reduced shares in these 10 stocks: BX (-$5.6M), GXO, NVDA, Cadence Bank, HOLA, NOW, Potlatch Corporation, VOO, BRK.B, IVE.
- Sold out of its positions in AMD, ALEX, BWXT, Cadence Bank, COMP, QDEF, ETHE, ETH, CRGY, IRTC.
- Security National Bank was a net buyer of stock by $4.6M.
- Security National Bank has $687M in assets under management (AUM), dropping by -1.55%.
- Central Index Key (CIK): 0001719739
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Portfolio Holdings for Security National Bank
Security National Bank holds 411 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 10.8 | $74M | 424k | 174.40 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 6.5 | $45M | 62.00 | 718140.00 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.8 | $33M | 69k | 479.20 |
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| Apple (AAPL) | 4.1 | $28M | 112k | 253.79 |
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| Murphy Usa (MUSA) | 3.8 | $26M | 53k | 493.97 |
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| Microsoft Corporation (MSFT) | 2.7 | $19M | 50k | 370.17 |
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| Amazon (AMZN) | 2.4 | $17M | 80k | 208.27 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 2.3 | $16M | 12k | 1320.83 |
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| Raytheon Technologies Corp (RTX) | 2.1 | $14M | +2% | 73k | 192.90 |
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| J P Morgan Exchange Traded F Intl Hdgd Eqt La (HOLA) | 2.0 | $14M | -7% | 260k | 52.60 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $14M | +2% | 48k | 287.56 |
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| Palo Alto Networks (PANW) | 1.9 | $13M | 83k | 160.32 |
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| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 1.9 | $13M | +5% | 283k | 45.05 |
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| Spdr Series Trust State Stret Spdr (TIPX) | 1.8 | $12M | +2% | 649k | 19.19 |
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| Visa Com Cl A (V) | 1.8 | $12M | +2% | 41k | 302.24 |
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| JPMorgan Chase & Co. (JPM) | 1.7 | $12M | +2% | 40k | 294.16 |
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| Corning Incorporated (GLW) | 1.6 | $11M | +10% | 80k | 135.97 |
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| Lowe's Companies (LOW) | 1.6 | $11M | 46k | 236.28 |
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| Kla Corp Com New (KLAC) | 1.4 | $9.8M | 6.7k | 1472.41 |
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| Stryker Corporation (SYK) | 1.4 | $9.5M | 29k | 328.59 |
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| Nextera Energy (NEE) | 1.4 | $9.4M | +2% | 102k | 92.88 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.4 | $9.3M | +6% | 14k | 653.21 |
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| 2023 Etf Series Trust Brandes Internat (BINV) | 1.4 | $9.3M | +6% | 226k | 41.22 |
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| Southern Copper Corporation (SCCO) | 1.4 | $9.3M | 54k | 172.06 |
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| Blackrock (BLK) | 1.2 | $8.6M | +18% | 8.9k | 961.71 |
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| Murphy Oil Corporation (MUR) | 1.2 | $8.2M | 198k | 41.25 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 1.2 | $7.9M | +2% | 176k | 44.85 |
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| Meritage Homes Corporation (MTH) | 1.1 | $7.6M | 124k | 61.84 |
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| Costco Wholesale Corporation (COST) | 1.1 | $7.3M | +3% | 7.3k | 996.43 |
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| Broadcom (AVGO) | 1.0 | $7.1M | 23k | 309.51 |
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| Diamondback Energy (FANG) | 1.0 | $6.6M | +11% | 33k | 197.79 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.9 | $6.5M | +8% | 128k | 50.61 |
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| Green Brick Partners (GRBK) | 0.9 | $6.0M | +3% | 93k | 64.45 |
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| Thermo Fisher Scientific (TMO) | 0.9 | $5.8M | 12k | 491.54 |
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| International Business Machines (IBM) | 0.8 | $5.8M | +8% | 24k | 242.39 |
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| Deere & Company (DE) | 0.8 | $5.8M | +3% | 10k | 563.30 |
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| Nvent Elec SHS (NVT) | 0.8 | $5.7M | +8% | 48k | 118.28 |
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| Hubbell (HUBB) | 0.8 | $5.7M | +4% | 12k | 490.74 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.8 | $5.4M | 26k | 205.80 |
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| Synopsys (SNPS) | 0.7 | $5.1M | 13k | 396.48 |
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| Trimble Navigation (TRMB) | 0.7 | $5.0M | +3% | 77k | 65.23 |
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| Casey's General Stores (CASY) | 0.7 | $4.7M | 6.5k | 727.86 |
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| Simplify Exchange Traded Fun High Yield Etf (CDX) | 0.7 | $4.7M | +9% | 218k | 21.34 |
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| Valmont Industries (VMI) | 0.7 | $4.5M | 11k | 399.57 |
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| Caterpillar (CAT) | 0.6 | $4.0M | 5.6k | 708.45 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.6 | $3.9M | +4% | 70k | 56.67 |
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| Johnson & Johnson (JNJ) | 0.5 | $3.7M | 15k | 244.44 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $3.7M | -17% | 6.2k | 597.55 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $3.5M | 11k | 320.81 |
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| T1 Energy Com New (TE) | 0.5 | $3.4M | 781k | 4.39 |
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| Chubb (CB) | 0.5 | $3.3M | 10k | 325.93 |
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| Sharkninja Com Shs (SN) | 0.5 | $3.2M | +35% | 30k | 105.90 |
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| Boston Scientific Corporation (BSX) | 0.4 | $3.1M | 49k | 62.75 |
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| Servicenow (NOW) | 0.4 | $3.0M | -27% | 29k | 104.55 |
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| Waste Management (WM) | 0.4 | $3.0M | 13k | 229.79 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $2.9M | 5.8k | 499.66 |
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| Broadridge Financial Solutions (BR) | 0.4 | $2.8M | 17k | 162.48 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $2.5M | +34% | 4.4k | 577.18 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $2.4M | +7% | 21k | 113.11 |
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| Wisdomtree Tr Europe Defense F (WDEF) | 0.3 | $2.3M | NEW | 74k | 30.94 |
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| Motorola Solutions Com New (MSI) | 0.3 | $2.3M | +9% | 5.2k | 433.97 |
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| Union Pacific Corporation (UNP) | 0.3 | $2.2M | 9.1k | 242.62 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.3 | $2.1M | 39k | 55.52 |
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| Altria (MO) | 0.3 | $2.1M | +184% | 31k | 65.99 |
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| Abbott Laboratories (ABT) | 0.3 | $2.0M | +6% | 20k | 102.67 |
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| Wec Energy Group (WEC) | 0.3 | $2.0M | 17k | 115.77 |
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| Eli Lilly & Co. (LLY) | 0.3 | $2.0M | 2.2k | 919.67 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.0M | 6.8k | 286.86 |
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| Procter & Gamble Company (PG) | 0.3 | $1.8M | +7% | 13k | 144.44 |
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| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.3 | $1.8M | +21% | 28k | 63.91 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.3 | $1.8M | 51k | 35.44 |
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| RPM International (RPM) | 0.2 | $1.6M | +8% | 16k | 99.40 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $1.5M | 8.7k | 169.66 |
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| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.2 | $1.5M | 21k | 71.61 |
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| Huntington Bancshares Incorporated (HBAN) | 0.2 | $1.3M | +552% | 85k | 15.65 |
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| Home Depot (HD) | 0.2 | $1.3M | 3.9k | 328.90 |
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| First Tr Exchange-traded Indxx Nat Re Etf (FTRI) | 0.2 | $1.1M | +45% | 63k | 17.85 |
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| Marriott Intl Cl A (MAR) | 0.1 | $1.0M | 3.1k | 327.07 |
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| Goldman Sachs Etf Tr Equal Weight Us (GSEW) | 0.1 | $909k | +8% | 11k | 84.66 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $859k | 3.1k | 275.18 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $842k | +9% | 12k | 68.47 |
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| Wisdomtree Tr Japan Opportunit (OPPJ) | 0.1 | $842k | NEW | 16k | 54.36 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $837k | 12k | 67.53 |
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| Devon Energy Corporation (DVN) | 0.1 | $817k | 16k | 50.32 |
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| Pepsi (PEP) | 0.1 | $810k | -5% | 5.2k | 155.30 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $789k | +2% | 6.3k | 124.31 |
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| Chevron Corporation (CVX) | 0.1 | $776k | 3.8k | 206.90 |
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| Rayonier (RYN) | 0.1 | $747k | NEW | 36k | 20.62 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $744k | +163% | 9.5k | 78.41 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $734k | 1.1k | 650.34 |
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| Starbucks Corporation (SBUX) | 0.1 | $702k | 7.8k | 89.59 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $698k | 1.5k | 460.98 |
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| Vitesse Energy Common Stock (VTS) | 0.1 | $682k | +16% | 38k | 18.16 |
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| Amgen (AMGN) | 0.1 | $603k | -2% | 1.7k | 351.85 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $583k | 14k | 42.56 |
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| Meta Platforms Cl A (META) | 0.1 | $560k | +46% | 979.00 | 572.12 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $545k | -10% | 1.5k | 356.56 |
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| McDonald's Corporation (MCD) | 0.1 | $530k | 1.7k | 310.79 |
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| Sky Harbour Group Corporatio Com Cl A (SKYH) | 0.1 | $501k | 52k | 9.63 |
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| Honeywell International (HON) | 0.1 | $496k | 2.2k | 226.03 |
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| salesforce (CRM) | 0.1 | $494k | 2.6k | 186.67 |
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| Ishares Tr Core Msci Pac (IPAC) | 0.1 | $488k | +17% | 6.4k | 76.51 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $478k | +20% | 5.2k | 91.77 |
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| Eaton Corp SHS (ETN) | 0.1 | $468k | 1.3k | 357.67 |
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| Regions Financial Corporation (RF) | 0.1 | $451k | 17k | 26.12 |
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| Alliance Resource Partners L Ut Ltd Part (ARLP) | 0.1 | $441k | 16k | 27.65 |
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| Fidelity Covington Trust Enhanced Large (FELG) | 0.1 | $415k | 11k | 37.49 |
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| Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.1 | $412k | 1.9k | 218.72 |
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| Zoetis Cl A (ZTS) | 0.1 | $396k | 3.4k | 118.21 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $391k | +40% | 1.2k | 337.95 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $387k | -10% | 554.00 | 697.72 |
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| Microchip Technology (MCHP) | 0.1 | $386k | 6.0k | 64.61 |
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| Antero Midstream Corp antero midstream (AM) | 0.1 | $381k | +17% | 17k | 22.80 |
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| Tesla Motors (TSLA) | 0.1 | $369k | +30% | 993.00 | 371.75 |
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| Valero Energy Corporation (VLO) | 0.1 | $366k | 1.5k | 247.08 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $365k | +2947% | 4.1k | 88.16 |
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| Spdr Series Trust State Street Spd (SPYD) | 0.1 | $362k | 8.0k | 45.52 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $355k | 1.8k | 194.14 |
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| Bank of America Corporation (BAC) | 0.1 | $354k | +21% | 7.3k | 48.75 |
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| Wal-Mart Stores (WMT) | 0.1 | $344k | +2% | 2.8k | 124.28 |
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| Citigroup Com New (C) | 0.0 | $341k | 3.0k | 113.41 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $308k | -8% | 4.5k | 68.14 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $308k | +2% | 4.8k | 64.08 |
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| Ge Vernova (GEV) | 0.0 | $300k | +12% | 344.00 | 872.90 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $294k | 1.5k | 196.20 |
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| Republic Services (RSG) | 0.0 | $286k | -8% | 1.3k | 219.02 |
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| Nucor Corporation (NUE) | 0.0 | $282k | 1.7k | 169.10 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $281k | 720.00 | 390.41 |
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| Coca-Cola Company (KO) | 0.0 | $262k | 3.5k | 76.05 |
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| Abbvie (ABBV) | 0.0 | $260k | +3% | 1.2k | 217.49 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $257k | 10k | 24.75 |
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| MGE Energy (MGEE) | 0.0 | $253k | 3.3k | 77.29 |
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| Us Bancorp Com New (USB) | 0.0 | $247k | -10% | 4.8k | 52.01 |
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| Vistra Energy (VST) | 0.0 | $245k | 1.6k | 150.33 |
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| T1 Energy *w Exp 07/09/202 (TE.WS) | 0.0 | $242k | 1.0M | 0.23 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $236k | -24% | 2.9k | 82.75 |
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| Uber Technologies (UBER) | 0.0 | $234k | +2% | 3.3k | 71.93 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $231k | -4% | 1.6k | 148.10 |
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| Old Dominion Freight Line (ODFL) | 0.0 | $231k | 1.2k | 195.40 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $209k | 491.00 | 426.40 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.0 | $207k | +96% | 4.3k | 48.46 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $205k | -9% | 469.00 | 436.79 |
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| Progressive Corporation (PGR) | 0.0 | $204k | 1.0k | 198.24 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $196k | 2.0k | 100.62 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $193k | 3.8k | 50.81 |
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| Phillips 66 (PSX) | 0.0 | $192k | 1.1k | 182.18 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $177k | +5% | 10k | 17.75 |
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| Ishares Em Mkts Div Etf (DVYE) | 0.0 | $170k | 4.9k | 34.38 |
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| American Electric Power Company (AEP) | 0.0 | $170k | +2% | 1.3k | 131.08 |
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| Booking Holdings (BKNG) | 0.0 | $168k | 40.00 | 4210.32 |
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| Vanguard World Energy Etf (VDE) | 0.0 | $165k | 955.00 | 173.04 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $162k | 3.0k | 54.05 |
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| Danaher Corporation (DHR) | 0.0 | $161k | 850.00 | 189.60 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $160k | 1.2k | 132.90 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.0 | $158k | 3.7k | 42.54 |
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| Verizon Communications (VZ) | 0.0 | $158k | 3.1k | 50.20 |
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| ConocoPhillips (COP) | 0.0 | $157k | 1.2k | 132.00 |
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| Hf Sinclair Corp (DINO) | 0.0 | $151k | -16% | 2.4k | 62.39 |
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| S&p Global (SPGI) | 0.0 | $146k | +2% | 342.00 | 425.34 |
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| United Sts Oil Units (USO) | 0.0 | $142k | NEW | 1.1k | 127.25 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $141k | -25% | 379.00 | 370.68 |
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| American Express Company (AXP) | 0.0 | $140k | 464.00 | 302.48 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $138k | 954.00 | 144.71 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $138k | -97% | 1.2k | 114.99 |
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| United Sts Brent Oil Unit (BNO) | 0.0 | $136k | NEW | 2.6k | 52.01 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $135k | 7.0k | 19.30 |
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| Roper Industries (ROP) | 0.0 | $133k | 375.00 | 353.86 |
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| Iron Mountain (IRM) | 0.0 | $130k | 1.3k | 102.14 |
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| GSK Sponsored Adr (GSK) | 0.0 | $130k | 2.4k | 55.19 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $128k | -3% | 245.00 | 522.70 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $123k | 2.8k | 44.62 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $120k | -63% | 569.00 | 211.15 |
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| Ecolab (ECL) | 0.0 | $120k | 450.00 | 266.02 |
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| At&t (T) | 0.0 | $116k | 4.0k | 28.99 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $116k | 495.00 | 234.03 |
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| O'reilly Automotive (ORLY) | 0.0 | $111k | 1.2k | 92.31 |
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| UGI Corporation (UGI) | 0.0 | $110k | 3.0k | 36.42 |
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| Autodesk (ADSK) | 0.0 | $108k | 450.00 | 239.40 |
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| Qualcomm (QCOM) | 0.0 | $107k | -31% | 829.00 | 128.78 |
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| Paccar (PCAR) | 0.0 | $106k | 920.00 | 115.50 |
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| Deluxe Corporation (DLX) | 0.0 | $106k | 3.8k | 27.54 |
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| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.0 | $102k | 1.3k | 80.56 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $99k | 111.00 | 895.24 |
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| Linde SHS (LIN) | 0.0 | $99k | 200.00 | 495.76 |
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| Hewlett Packard Enterprise (HPE) | 0.0 | $98k | 4.1k | 23.81 |
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| Verisk Analytics (VRSK) | 0.0 | $98k | 515.00 | 189.75 |
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| Capital One Financial (COF) | 0.0 | $95k | 520.00 | 182.43 |
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| Ishares Tr Morningstr Us Eq (ILCB) | 0.0 | $95k | -9% | 1.1k | 89.86 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $94k | 1.0k | 92.28 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $93k | 960.00 | 97.23 |
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| EOG Resources (EOG) | 0.0 | $93k | 645.00 | 144.57 |
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| Americold Rlty Tr (COLD) | 0.0 | $92k | 8.0k | 11.46 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $90k | 456.00 | 198.29 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $89k | NEW | 1.5k | 59.55 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $87k | 1.9k | 45.89 |
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| Principal Financial (PFG) | 0.0 | $87k | 960.00 | 90.11 |
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| Ameriprise Financial (AMP) | 0.0 | $85k | 191.00 | 444.40 |
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| Wells Fargo & Company (WFC) | 0.0 | $83k | +16% | 1.0k | 79.61 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $82k | 976.00 | 83.57 |
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| Gxo Logistics Incorporated Common Stock (GXO) | 0.0 | $80k | -98% | 1.5k | 51.85 |
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| Smithfield Foods Inc Common Stock Usd.5 (SFD) | 0.0 | $80k | 2.8k | 27.97 |
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| Bristol Myers Squibb (BMY) | 0.0 | $79k | 1.3k | 60.65 |
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| Firstservice Corp (FSV) | 0.0 | $77k | 553.00 | 138.94 |
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| UnitedHealth (UNH) | 0.0 | $77k | -33% | 283.00 | 270.60 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $76k | 2.2k | 35.14 |
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| TJX Companies (TJX) | 0.0 | $74k | +8% | 464.00 | 159.70 |
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| Omni (OMC) | 0.0 | $71k | 947.00 | 75.31 |
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| Pfizer (PFE) | 0.0 | $71k | 2.5k | 28.08 |
|
|
| Bluerock Pvt Real Estate (BPRE) | 0.0 | $70k | NEW | 4.2k | 16.61 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $68k | NEW | 642.00 | 106.01 |
|
| AGCO Corporation (AGCO) | 0.0 | $67k | +10% | 574.00 | 115.87 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $65k | 1.2k | 52.56 |
|
|
| Select Sector Spdr Tr State Street Rea (XLRE) | 0.0 | $65k | 1.6k | 40.83 |
|
|
| Skyworks Solutions (SWKS) | 0.0 | $64k | 1.2k | 53.55 |
|
|
| Enbridge (ENB) | 0.0 | $64k | 1.2k | 54.14 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $63k | +385% | 330.00 | 191.81 |
|
| Intercontinental Exchange (ICE) | 0.0 | $61k | 390.00 | 157.28 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $61k | 560.00 | 108.99 |
|
|
| Kayne Anderson Bdc Com Shs (KBDC) | 0.0 | $60k | 4.4k | 13.72 |
|
|
| Alcon Ord Shs (ALC) | 0.0 | $60k | 800.00 | 75.35 |
|
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $60k | 130.00 | 463.19 |
|
|
| Colliers Intl Group Sub Vtg Shs (CIGI) | 0.0 | $59k | 553.00 | 106.89 |
|
|
| Paychex (PAYX) | 0.0 | $59k | 640.00 | 92.12 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $59k | 137.00 | 430.29 |
|
|
| Apple Hospitality Reit Com New (APLE) | 0.0 | $59k | 5.1k | 11.51 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $59k | +171% | 206.00 | 283.77 |
|
| Ishares Tr U.s. Utilits Etf (IDU) | 0.0 | $58k | 500.00 | 116.11 |
|
|
| Wendy's/arby's Group (WEN) | 0.0 | $56k | 8.1k | 6.95 |
|
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $56k | 2.4k | 23.69 |
|
|
| Siriusxm Holdings Common Stock (SIRI) | 0.0 | $55k | NEW | 2.4k | 23.08 |
|
| Ares Capital Corporation (ARCC) | 0.0 | $55k | 3.0k | 18.02 |
|
|
| T. Rowe Price (TROW) | 0.0 | $54k | 600.00 | 90.14 |
|
|
| Bain Cap Specialty Fin Com Stk (BCSF) | 0.0 | $54k | 4.4k | 12.40 |
|
|
| Matson (MATX) | 0.0 | $54k | 328.00 | 163.94 |
|
|
| Tcg Bdc (CGBD) | 0.0 | $54k | 4.9k | 10.94 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $53k | -32% | 1.1k | 49.89 |
|
| Itt (ITT) | 0.0 | $52k | 275.00 | 190.53 |
|
|
| Flexshares Tr Mornstar Upstr (GUNR) | 0.0 | $52k | 945.00 | 55.16 |
|
|
| Oaktree Specialty Lending Corp (OCSL) | 0.0 | $52k | 4.6k | 11.30 |
|
|
| Hercules Technology Growth Capital (HTGC) | 0.0 | $52k | 3.5k | 14.77 |
|
|
| Vail Resorts (MTN) | 0.0 | $51k | 398.00 | 128.32 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $51k | NEW | 1.0k | 48.93 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $51k | 300.00 | 168.85 |
|
|
| TransDigm Group Incorporated (TDG) | 0.0 | $50k | +7% | 43.00 | 1158.95 |
|
| Nike CL B (NKE) | 0.0 | $47k | 894.00 | 52.82 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $46k | 295.00 | 157.23 |
|
|
| Steel Dynamics (STLD) | 0.0 | $45k | 251.00 | 180.00 |
|
|
| Oneok (OKE) | 0.0 | $45k | 495.00 | 90.39 |
|
|
| Ab Active Etfs Disruptors Etf (FWD) | 0.0 | $45k | 411.00 | 108.56 |
|
|
| Rent-A-Center (UPBD) | 0.0 | $45k | 2.5k | 18.05 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $44k | 179.00 | 243.09 |
|
|
| Spdr Series Trust State Street Spd (SPYG) | 0.0 | $43k | 443.00 | 97.91 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $43k | 144.00 | 298.85 |
|
|
| Walt Disney Company (DIS) | 0.0 | $41k | +6% | 425.00 | 96.38 |
|
| Edwards Lifesciences (EW) | 0.0 | $40k | 500.00 | 80.08 |
|
|
| Ingevity (NGVT) | 0.0 | $40k | 559.00 | 71.23 |
|
|
| Prudential Financial (PRU) | 0.0 | $39k | 400.00 | 97.69 |
|
|
| First Tr Exchange-traded SHS (FVD) | 0.0 | $39k | NEW | 823.00 | 47.03 |
|
| Ford Motor Company (F) | 0.0 | $38k | NEW | 3.3k | 11.54 |
|
| Target Corporation (TGT) | 0.0 | $36k | 300.00 | 121.20 |
|
|
| FedEx Corporation (FDX) | 0.0 | $36k | 100.00 | 356.18 |
|
|
| ConAgra Foods (CAG) | 0.0 | $35k | 2.2k | 15.72 |
|
|
| American Airls (AAL) | 0.0 | $34k | NEW | 3.2k | 10.74 |
|
| Fiserv (FISV) | 0.0 | $34k | -50% | 600.00 | 55.80 |
|
| Enterprise Products Partners (EPD) | 0.0 | $33k | 875.00 | 37.84 |
|
|
| Boston Omaha Corp Cl A Com Stk (BOC) | 0.0 | $33k | 2.8k | 11.68 |
|
|
| Merck & Co (MRK) | 0.0 | $32k | -83% | 267.00 | 120.29 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $31k | 114.00 | 272.33 |
|
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $30k | 48.00 | 616.75 |
|
|
| Putnam Etf Trust Focused Lar Cap (PVAL) | 0.0 | $29k | NEW | 626.00 | 46.40 |
|
| Expeditors International of Washington (EXPD) | 0.0 | $29k | 200.00 | 143.23 |
|
|
| Pulte (PHM) | 0.0 | $29k | -23% | 243.00 | 117.61 |
|
| Cogent Comm Holdings Com New (CCOI) | 0.0 | $28k | NEW | 1.5k | 18.84 |
|
| PPG Industries (PPG) | 0.0 | $27k | 249.00 | 106.88 |
|
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $26k | NEW | 299.00 | 88.46 |
|
| Emerson Electric (EMR) | 0.0 | $26k | 200.00 | 131.02 |
|
|
| American Tower Reit (AMT) | 0.0 | $26k | 150.00 | 172.58 |
|
|
| Lamb Weston Hldgs (LW) | 0.0 | $26k | 612.00 | 42.26 |
|
|
| United States Antimony (UAMY) | 0.0 | $26k | 3.0k | 8.73 |
|
|
| 3M Company (MMM) | 0.0 | $23k | 160.00 | 145.23 |
|
|
| Ishares Msci Cda Etf (EWC) | 0.0 | $22k | 409.00 | 54.79 |
|
|
| Flexshares Tr Stoxx Globr Inf (NFRA) | 0.0 | $22k | 350.00 | 63.95 |
|
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $22k | 1.0k | 22.33 |
|
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.0 | $22k | NEW | 400.00 | 55.35 |
|
| Icon SHS (ICLR) | 0.0 | $22k | 200.00 | 110.66 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $22k | NEW | 131.00 | 164.57 |
|
| First Tr Exchange Traded Smid Risng Etf (SDVY) | 0.0 | $21k | NEW | 541.00 | 39.43 |
|
| Eagle Materials (EXP) | 0.0 | $21k | 111.00 | 189.45 |
|
|
| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.0 | $21k | NEW | 297.00 | 70.36 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $21k | 300.00 | 69.30 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $21k | +121% | 221.00 | 92.74 |
|
| United Parcel Svcs CL B (UPS) | 0.0 | $20k | 200.00 | 98.38 |
|
|
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $19k | NEW | 411.00 | 47.02 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $19k | 60.00 | 320.55 |
|
|
| Nasdaq Omx (NDAQ) | 0.0 | $19k | NEW | 226.00 | 84.89 |
|
| Church & Dwight (CHD) | 0.0 | $19k | 201.00 | 93.32 |
|
|
| Delta Air Lines Com New (DAL) | 0.0 | $19k | NEW | 282.00 | 66.48 |
|
| Shell Spon Ads (SHEL) | 0.0 | $19k | 200.00 | 93.00 |
|
|
| Take-Two Interactive Software (TTWO) | 0.0 | $18k | NEW | 93.00 | 197.51 |
|
| eBay (EBAY) | 0.0 | $18k | 200.00 | 91.02 |
|
|
| AutoZone (AZO) | 0.0 | $17k | +66% | 5.00 | 3377.80 |
|
| Match Group (MTCH) | 0.0 | $17k | NEW | 548.00 | 30.71 |
|
| Netflix (NFLX) | 0.0 | $16k | +30% | 170.00 | 96.15 |
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $16k | 182.00 | 88.42 |
|
|
| Dominion Resources (D) | 0.0 | $16k | 259.00 | 61.82 |
|
|
| Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) | 0.0 | $16k | NEW | 290.00 | 54.93 |
|
| Cardiff Oncology (CRDF) | 0.0 | $16k | 9.8k | 1.62 |
|
|
| First Tr Exchange-traded Indxx Nextg Etf (NXTG) | 0.0 | $15k | +200% | 138.00 | 111.92 |
|
| Fortive (FTV) | 0.0 | $15k | 273.00 | 55.28 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $15k | 53.00 | 277.87 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $14k | 68.00 | 203.18 |
|
|
| United Rentals (URI) | 0.0 | $13k | +38% | 18.00 | 728.53 |
|
| American Intl Group Com New (AIG) | 0.0 | $13k | NEW | 174.00 | 75.25 |
|
| Cigna Corp (CI) | 0.0 | $13k | 49.00 | 266.76 |
|
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $13k | 214.00 | 61.05 |
|
|
| Ryanair Holdings Sponsored Adr (RYAAY) | 0.0 | $13k | NEW | 226.00 | 57.80 |
|
| Waters Corporation (WAT) | 0.0 | $13k | +1300% | 42.00 | 297.81 |
|
| Lithia Motors (LAD) | 0.0 | $13k | 50.00 | 249.72 |
|
|
| Tidal Trust Ii Yieldmax Tsla Op (TSLY) | 0.0 | $12k | NEW | 400.00 | 29.99 |
|
| Rocket Cos Com Cl A (RKT) | 0.0 | $12k | +116% | 837.00 | 14.25 |
|
| Ishares Us Power Infrast (POWR) | 0.0 | $12k | 450.00 | 26.23 |
|
|
| Carlisle Companies (CSL) | 0.0 | $12k | 35.00 | 333.63 |
|
|
| ResMed (RMD) | 0.0 | $11k | 50.00 | 224.48 |
|
|
| Copart (CPRT) | 0.0 | $11k | +42% | 336.00 | 33.20 |
|
| Boeing Company (BA) | 0.0 | $11k | +273% | 56.00 | 199.04 |
|
| Applied Materials (AMAT) | 0.0 | $11k | 32.00 | 341.78 |
|
|
| Floor & Decor Hldgs Cl A (FND) | 0.0 | $10k | 200.00 | 50.80 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $10k | 60.00 | 169.13 |
|
|
| Chemed Corp Com Stk (CHE) | 0.0 | $9.4k | 25.00 | 377.76 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $9.4k | 200.00 | 47.00 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $9.0k | 200.00 | 45.23 |
|
|
| Medtronic SHS (MDT) | 0.0 | $8.7k | 100.00 | 86.65 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $8.7k | 76.00 | 113.97 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $8.5k | -50% | 100.00 | 85.23 |
|
| Sundial Growers (SNDL) | 0.0 | $8.5k | 6.4k | 1.32 |
|
|
| Monster Beverage Corp (MNST) | 0.0 | $6.5k | 90.00 | 72.46 |
|
|
| Applied Digital Corp Com New (APLD) | 0.0 | $6.2k | NEW | 261.00 | 23.74 |
|
| PNC Financial Services (PNC) | 0.0 | $6.0k | NEW | 29.00 | 208.10 |
|
| Goldman Sachs (GS) | 0.0 | $5.9k | NEW | 7.00 | 846.00 |
|
| MetLife (MET) | 0.0 | $5.8k | +95% | 82.00 | 70.72 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $5.4k | 12.00 | 446.50 |
|
|
| Advisorshares Tr Pure Cannabis (YOLO) | 0.0 | $5.1k | 2.0k | 2.63 |
|
|
| Pool Corporation (POOL) | 0.0 | $5.1k | 25.00 | 202.32 |
|
|
| Fifth Third Ban (FITB) | 0.0 | $5.0k | NEW | 108.00 | 46.46 |
|
| Quanta Services (PWR) | 0.0 | $4.9k | NEW | 9.00 | 549.00 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $4.7k | NEW | 34.00 | 138.32 |
|
| Ross Stores (ROST) | 0.0 | $4.5k | NEW | 21.00 | 216.62 |
|
| Southwest Airlines (LUV) | 0.0 | $4.5k | 121.00 | 37.57 |
|
|
| CBOE Holdings (CBOE) | 0.0 | $4.5k | 16.00 | 281.06 |
|
|
| Oracle Corporation (ORCL) | 0.0 | $4.4k | -88% | 30.00 | 147.10 |
|
| Xcel Energy (XEL) | 0.0 | $4.4k | NEW | 55.00 | 79.44 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $4.1k | 19.00 | 217.26 |
|
|
| Cisco Systems (CSCO) | 0.0 | $4.0k | NEW | 51.00 | 77.59 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $3.9k | 13.00 | 302.23 |
|
|
| Vontier Corporation (VNT) | 0.0 | $3.9k | 109.00 | 35.47 |
|
|
| Ralliant Corp (RAL) | 0.0 | $3.8k | 91.00 | 41.59 |
|
|
| Mettler-Toledo International (MTD) | 0.0 | $3.8k | 3.00 | 1261.33 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.0 | $3.6k | NEW | 107.00 | 33.77 |
|
| Metropcs Communications (TMUS) | 0.0 | $3.6k | NEW | 17.00 | 210.06 |
|
| Tapestry (TPR) | 0.0 | $3.5k | NEW | 25.00 | 141.12 |
|
| Simplify Exchange Traded Fun Hedged Equity (HEQT) | 0.0 | $3.5k | NEW | 111.00 | 31.50 |
|
| McKesson Corporation (MCK) | 0.0 | $3.5k | 4.00 | 865.25 |
|
|
| Packaging Corporation of America (PKG) | 0.0 | $3.4k | NEW | 16.00 | 212.25 |
|
| Dollar General (DG) | 0.0 | $3.3k | NEW | 28.00 | 118.71 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $3.2k | 22.00 | 146.27 |
|
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $3.0k | 17.00 | 175.65 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $2.8k | 86.00 | 32.01 |
|
|
| Norfolk Southern (NSC) | 0.0 | $2.6k | NEW | 9.00 | 287.00 |
|
| Jfb Constr Hldgs Cl A (JFB) | 0.0 | $2.4k | NEW | 400.00 | 6.12 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $2.4k | NEW | 42.00 | 57.64 |
|
| SLB Com Stk (SLB) | 0.0 | $2.4k | NEW | 47.00 | 51.38 |
|
| Mp Materials Corp Com Cl A (MP) | 0.0 | $2.4k | 50.00 | 48.26 |
|
|
| Applovin Corp Com Cl A (APP) | 0.0 | $2.4k | 6.00 | 398.00 |
|
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $2.3k | NEW | 37.00 | 62.57 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $2.3k | NEW | 17.00 | 135.47 |
|
| Ferrari Nv Ord (RACE) | 0.0 | $2.0k | 6.00 | 338.50 |
|
|
| Valued Advisers Tr Regan Fltg Rate (MBSF) | 0.0 | $2.0k | NEW | 78.00 | 25.51 |
|
| Ishares Tr Intl Div Grwth (IGRO) | 0.0 | $1.9k | NEW | 23.00 | 83.78 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $1.9k | NEW | 27.00 | 70.19 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $1.8k | 15.00 | 122.80 |
|
|
| Starboard Invt Tr Adaptive Alpha (AGOX) | 0.0 | $1.8k | NEW | 68.00 | 26.62 |
|
| Saia (SAIA) | 0.0 | $1.8k | 5.00 | 351.20 |
|
|
| Kkr & Co (KKR) | 0.0 | $1.7k | NEW | 18.00 | 92.50 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $1.7k | 14.00 | 118.64 |
|
|
| Texas Roadhouse (TXRH) | 0.0 | $1.7k | 10.00 | 165.10 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $1.6k | 21.00 | 77.10 |
|
|
| Vaneck Etf Trust Ig Floating Rate (FLTR) | 0.0 | $1.6k | NEW | 62.00 | 25.48 |
|
| Franklin Templeton Etf Tr Senior Loan Etf (FLBL) | 0.0 | $1.5k | NEW | 66.00 | 23.00 |
|
| Tractor Supply Company (TSCO) | 0.0 | $1.5k | 33.00 | 45.30 |
|
|
| Celsius Hldgs Com New (CELH) | 0.0 | $1.5k | 41.00 | 35.49 |
|
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $1.5k | NEW | 18.00 | 80.56 |
|
| Astera Labs (ALAB) | 0.0 | $1.4k | 13.00 | 109.62 |
|
|
| Organigram Global (OGI) | 0.0 | $1.4k | 1.1k | 1.34 |
|
|
| Intuit (INTU) | 0.0 | $1.3k | 3.00 | 432.33 |
|
|
| Axon Enterprise (AXON) | 0.0 | $1.3k | 3.00 | 424.67 |
|
|
| Reddit Cl A (RDDT) | 0.0 | $1.2k | 9.00 | 134.67 |
|
|
| Genmab A/s Sponsored Ads (GMAB) | 0.0 | $1.2k | 45.00 | 26.82 |
|
|
| Proshares Tr S&p Tech Dividen (TDV) | 0.0 | $1.1k | NEW | 13.00 | 84.69 |
|
| Manhattan Associates (MANH) | 0.0 | $1.1k | 8.00 | 133.12 |
|
|
| On Hldg Namen Akt A (ONON) | 0.0 | $1.1k | 31.00 | 34.03 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $1.0k | NEW | 35.00 | 28.71 |
|
| 1 800 Flowers Cl A (FLWS) | 0.0 | $908.989900 | NEW | 299.00 | 3.04 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $804.000000 | 100.00 | 8.04 |
|
|
| Lululemon Athletica (LULU) | 0.0 | $766.000000 | 5.00 | 153.20 |
|
|
| Trex Company (TREX) | 0.0 | $728.000000 | 20.00 | 36.40 |
|
|
| Soundhound Ai Class A Com (SOUN) | 0.0 | $687.000000 | NEW | 100.00 | 6.87 |
|
| Cava Group Ord (CAVA) | 0.0 | $243.000000 | 3.00 | 81.00 |
|
|
| Brighthouse Finl (BHF) | 0.0 | $180.000000 | 3.00 | 60.00 |
|
|
| Banco Santander Sa Adr (SAN) | 0.0 | $78.999900 | NEW | 7.00 | 11.29 |
|
| Seven Hills Realty Trust (SEVN) | 0.0 | $8.000000 | NEW | 1.00 | 8.00 |
|
| Service Pptys Tr Com Sh Ben Int (SVC) | 0.0 | $1.000000 | NEW | 1.00 | 1.00 |
|
Past Filings by Security National Bank
SEC 13F filings are viewable for Security National Bank going back to 2017
- 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
- Security National Bank 2022 Q1 filed April 25, 2022