Security National Bank as of Dec. 31, 2019
Portfolio Holdings for Security National Bank
Security National Bank holds 72 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 7.3 | $16M | 73k | 226.50 | |
| Apple (AAPL) | 4.9 | $11M | 37k | 293.66 | |
| Microsoft Corporation (MSFT) | 3.6 | $8.2M | 52k | 157.71 | |
| Union Pacific Corporation (UNP) | 3.2 | $7.3M | 40k | 180.78 | |
| NVIDIA Corporation (NVDA) | 3.2 | $7.2M | 30k | 235.29 | |
| Visa (V) | 2.9 | $6.4M | 34k | 187.89 | |
| Amazon (AMZN) | 2.9 | $6.4M | 3.5k | 1847.73 | |
| ResMed (RMD) | 2.7 | $6.1M | 39k | 154.98 | |
| Ross Stores (ROST) | 2.7 | $6.0M | 52k | 116.42 | |
| Zoetis Inc Cl A (ZTS) | 2.6 | $5.9M | 44k | 132.36 | |
| Texas Instruments Incorporated (TXN) | 2.6 | $5.8M | 45k | 128.30 | |
| Murphy Usa (MUSA) | 2.5 | $5.7M | 48k | 117.01 | |
| Nike (NKE) | 2.4 | $5.5M | 54k | 101.31 | |
| Berkshire Hathaway (BRK.A) | 2.4 | $5.4M | 16.00 | 339562.50 | |
| Lowe's Companies (LOW) | 2.3 | $5.2M | 44k | 119.76 | |
| Merck & Co (MRK) | 2.3 | $5.2M | 57k | 90.95 | |
| Amgen (AMGN) | 2.3 | $5.1M | 21k | 241.06 | |
| Murphy Oil Corporation (MUR) | 2.3 | $5.1M | 192k | 26.80 | |
| Honeywell International (HON) | 2.3 | $5.1M | 29k | 176.99 | |
| Lockheed Martin Corporation (LMT) | 2.2 | $5.0M | 13k | 389.36 | |
| UnitedHealth (UNH) | 2.0 | $4.4M | 15k | 293.95 | |
| Vanguard Extended Market ETF (VXF) | 1.9 | $4.2M | 33k | 126.00 | |
| Walt Disney Company (DIS) | 1.8 | $4.1M | 29k | 144.64 | |
| Camden Property Trust (CPT) | 1.8 | $4.1M | 39k | 106.11 | |
| Boeing Company (BA) | 1.8 | $4.0M | 12k | 325.74 | |
| Activision Blizzard | 1.8 | $4.0M | 67k | 59.42 | |
| Royal Caribbean Cruises (RCL) | 1.7 | $3.9M | 29k | 133.52 | |
| Adobe Systems Incorporated (ADBE) | 1.6 | $3.7M | 11k | 329.85 | |
| Pepsi (PEP) | 1.4 | $3.2M | 23k | 136.69 | |
| Heritage Commerce (HTBK) | 1.4 | $3.1M | 242k | 12.83 | |
| Johnson & Johnson (JNJ) | 1.4 | $3.1M | 21k | 145.89 | |
| Ameris Ban (ABCB) | 1.3 | $2.9M | 68k | 42.55 | |
| Nextera Energy (NEE) | 1.3 | $2.9M | 12k | 242.18 | |
| Thermo Fisher Scientific (TMO) | 1.2 | $2.8M | 8.6k | 324.83 | |
| Broadridge Financial Solutions (BR) | 1.2 | $2.8M | 22k | 123.56 | |
| Chubb (CB) | 1.2 | $2.8M | 18k | 155.63 | |
| Vanguard S&p 500 Etf idx (VOO) | 1.2 | $2.7M | 9.0k | 295.77 | |
| Colgate-Palmolive Company (CL) | 1.1 | $2.4M | 35k | 68.83 | |
| Palo Alto Networks (PANW) | 1.1 | $2.4M | 10k | 231.29 | |
| Solaredge Technologies (SEDG) | 1.0 | $2.3M | 24k | 95.10 | |
| Valmont Industries (VMI) | 0.9 | $2.0M | 13k | 149.78 | |
| Trimble Navigation (TRMB) | 0.9 | $2.0M | 47k | 41.70 | |
| Dupont De Nemours (DD) | 0.8 | $1.9M | 29k | 64.19 | |
| Proshares Tr short s&p 500 ne | 0.7 | $1.6M | 67k | 24.01 | |
| Alexandria Real Estate Equities (ARE) | 0.7 | $1.5M | 9.2k | 161.54 | |
| Iaa | 0.7 | $1.5M | 32k | 47.06 | |
| salesforce (CRM) | 0.7 | $1.5M | 9.0k | 162.65 | |
| iShares Russell 1000 Index (IWB) | 0.6 | $1.3M | 7.3k | 178.43 | |
| SVB Financial (SIVBQ) | 0.5 | $1.2M | 4.6k | 251.09 | |
| MasterCard Incorporated (MA) | 0.5 | $1.1M | 3.7k | 298.65 | |
| Microchip Technology (MCHP) | 0.5 | $1.0M | 10k | 104.74 | |
| Bancorpsouth Bank | 0.4 | $937k | 30k | 31.41 | |
| iShares Dow Jones US Basic Mater. (IYM) | 0.4 | $846k | 8.6k | 97.89 | |
| Abbott Laboratories (ABT) | 0.2 | $531k | 6.1k | 86.84 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $424k | 3.0k | 139.45 | |
| Caterpillar (CAT) | 0.2 | $405k | 2.7k | 147.76 | |
| Home Depot (HD) | 0.2 | $411k | 1.9k | 218.62 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.2 | $398k | 4.7k | 83.88 | |
| Vanguard Information Technology ETF (VGT) | 0.2 | $404k | 1.7k | 244.85 | |
| iShares S&P MidCap 400 Index (IJH) | 0.2 | $387k | 1.9k | 206.07 | |
| Spdr S&p 500 Etf (SPY) | 0.2 | $361k | 1.1k | 321.46 | |
| Deere & Company (DE) | 0.2 | $366k | 2.1k | 173.13 | |
| Alphabet Inc Class C cs (GOOG) | 0.2 | $349k | 261.00 | 1337.16 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.1 | $335k | 3.6k | 93.60 | |
| Alphabet Inc Class A cs (GOOGL) | 0.1 | $331k | 247.00 | 1340.08 | |
| iShares S&P 500 Index (IVV) | 0.1 | $304k | 941.00 | 323.06 | |
| Coca-Cola Company (KO) | 0.1 | $281k | 5.1k | 55.31 | |
| Chevron Corporation (CVX) | 0.1 | $286k | 2.4k | 120.52 | |
| Regions Financial Corporation (RF) | 0.1 | $290k | 17k | 17.14 | |
| Intel Corporation (INTC) | 0.1 | $254k | 4.3k | 59.76 | |
| Costco Wholesale Corporation (COST) | 0.1 | $220k | 750.00 | 293.33 | |
| Abbvie (ABBV) | 0.1 | $213k | 2.4k | 88.49 |