Security National Bank as of Dec. 31, 2024
Portfolio Holdings for Security National Bank
Security National Bank holds 319 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Core S&p500 Etf (IVV) | 20.9 | $146M | 249k | 588.68 | |
| NVIDIA Corporation (NVDA) | 9.4 | $66M | 489k | 134.29 | |
| Berkshire Hathaway Cl A (BRK.A) | 5.1 | $36M | 53.00 | 680920.00 | |
| Berkshire Hathaway Cl B New (BRK.B) | 4.3 | $30M | 66k | 453.28 | |
| Apple (AAPL) | 4.2 | $29M | 117k | 250.42 | |
| BlackRock Fund Advisors Rus Mid Cap Etf (IWR) | 4.0 | $28M | 319k | 88.40 | |
| Murphy Usa (MUSA) | 3.6 | $25M | 50k | 501.75 | |
| Microsoft Corporation (MSFT) | 2.6 | $19M | 44k | 421.50 | |
| Amazon (AMZN) | 2.2 | $16M | 72k | 219.39 | |
| Palo Alto Networks (PANW) | 2.0 | $14M | 76k | 181.96 | |
| Visa Com Cl A (V) | 1.7 | $12M | 38k | 316.04 | |
| SSgA Funds Management Bloomberg 1 10 Y (TIPX) | 1.6 | $12M | 625k | 18.49 | |
| JP Morgan ETFs/USA Equity Premium (JEPI) | 1.6 | $11M | 198k | 57.53 | |
| Lowe's Companies (LOW) | 1.6 | $11M | 45k | 246.80 | |
| Stryker Corporation (SYK) | 1.3 | $9.3M | 26k | 360.05 | |
| Meritage Homes Corporation (MTH) | 1.3 | $9.1M | 59k | 153.82 | |
| UnitedHealth (UNH) | 1.2 | $8.7M | 17k | 505.86 | |
| JPMorgan Chase & Co. (JPM) | 1.2 | $8.5M | 35k | 239.71 | |
| Blackstone Group Inc Com Cl A (BX) | 1.2 | $8.4M | 49k | 172.42 | |
| Zoetis Cl A (ZTS) | 1.1 | $7.8M | 48k | 162.93 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $7.3M | 39k | 189.30 | |
| Honeywell International (HON) | 1.0 | $7.1M | 31k | 225.89 | |
| Merck & Co (MRK) | 1.0 | $7.0M | 71k | 99.48 | |
| Asml Holding Nv N Y Registry Shs (ASML) | 1.0 | $6.9M | 9.9k | 693.08 | |
| Lockheed Martin Corporation (LMT) | 1.0 | $6.8M | 14k | 485.94 | |
| Nextera Energy (NEE) | 0.9 | $6.5M | 91k | 71.69 | |
| Adobe Systems Incorporated (ADBE) | 0.9 | $6.1M | 14k | 444.68 | |
| Murphy Oil Corporation (MUR) | 0.9 | $6.0M | 199k | 30.26 | |
| Accenture Shs Class A (ACN) | 0.8 | $5.8M | 16k | 351.79 | |
| Thermo Fisher Scientific (TMO) | 0.7 | $5.2M | 9.9k | 520.23 | |
| Vanguard Group Inc/The Extend Mkt Etf (VXF) | 0.7 | $5.0M | 26k | 189.98 | |
| Broadcom (AVGO) | 0.7 | $4.9M | 21k | 231.84 | |
| Trimble Navigation (TRMB) | 0.7 | $4.7M | 66k | 70.66 | |
| Servicenow (NOW) | 0.7 | $4.7M | 4.4k | 1060.12 | |
| Diamondback Energy (FANG) | 0.7 | $4.6M | 28k | 163.83 | |
| Synopsys (SNPS) | 0.6 | $4.6M | 9.4k | 485.36 | |
| Broadridge Financial Solutions (BR) | 0.6 | $4.5M | 20k | 226.09 | |
| Southern Copper Corporation (SCCO) | 0.6 | $4.4M | 49k | 91.13 | |
| Green Brick Partners (GRBK) | 0.6 | $4.1M | 73k | 56.49 | |
| Vanguard S&p 500 Etf Shs (VOO) | 0.6 | $3.9M | 7.3k | 538.81 | |
| Pepsi (PEP) | 0.5 | $3.4M | 23k | 152.06 | |
| Valmont Industries (VMI) | 0.5 | $3.3M | 11k | 306.67 | |
| nVent Electric SHS (NVT) | 0.5 | $3.3M | 48k | 68.16 | |
| GXO Logistics Common Stock (GXO) | 0.5 | $3.2M | 74k | 43.50 | |
| Vanguard Etf/usa Total Stk Mkt (VTI) | 0.4 | $3.0M | 10k | 289.81 | |
| KLA Corp Com New (KLAC) | 0.4 | $2.9M | 4.6k | 630.12 | |
| Hubbell (HUBB) | 0.4 | $2.8M | 6.8k | 418.89 | |
| Deere & Company (DE) | 0.4 | $2.6M | 6.1k | 423.70 | |
| Mastercard Cl A (MA) | 0.3 | $2.4M | 4.6k | 526.58 | |
| Johnson & Johnson (JNJ) | 0.3 | $2.3M | 16k | 144.62 | |
| Union Pacific Corporation (UNP) | 0.3 | $2.2M | 9.8k | 228.04 | |
| Chubb (CB) | 0.3 | $2.2M | 7.8k | 276.30 | |
| Casey's General Stores (CASY) | 0.3 | $2.0M | 5.2k | 396.23 | |
| Freyr Battery Com New (TE) | 0.3 | $2.0M | 781k | 2.58 | |
| Caterpillar (CAT) | 0.2 | $1.5M | 4.0k | 362.76 | |
| Vitesse Energy Common Stock (VTS) | 0.2 | $1.4M | 57k | 25.00 | |
| Motorola Com New (MSI) | 0.2 | $1.4M | 3.0k | 462.23 | |
| Merk Investments Gold Shs (OUNZ) | 0.2 | $1.3M | 50k | 25.30 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.3M | 6.7k | 190.44 | |
| JP Morgan ETFs/USA Hedged Equity La (HELO) | 0.2 | $1.3M | 20k | 62.04 | |
| Ishares S&p 500 Grwt Etf (IVW) | 0.1 | $1.0M | 10k | 101.53 | |
| Cadence Bank (CADE) | 0.1 | $1.0M | 30k | 34.45 | |
| Sprott Asset Management Unit (PHYS) | 0.1 | $1.0M | 51k | 20.14 | |
| Bhp Billiton Sponsored Ads (BHP) | 0.1 | $1.0M | 21k | 48.83 | |
| Home Depot (HD) | 0.1 | $971k | 2.5k | 388.99 | |
| Camden Property Trust Sh Ben Int (CPT) | 0.1 | $961k | 8.3k | 116.04 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $958k | 8.9k | 107.57 | |
| Wec Energy Group (WEC) | 0.1 | $942k | 10k | 94.04 | |
| Kenvue (KVUE) | 0.1 | $934k | 44k | 21.35 | |
| Potlatch Corporation (PCH) | 0.1 | $798k | 20k | 39.25 | |
| BlackRock Fund Advisors Core S&p Scp Etf (IJR) | 0.1 | $798k | 6.9k | 115.22 | |
| Costco Wholesale Corporation (COST) | 0.1 | $755k | 824.00 | 916.27 | |
| BlackRock Fund Advisors Core S&p Mcp Etf (IJH) | 0.1 | $738k | 12k | 62.31 | |
| Invesco Capital Management Unit Ser 1 (QQQ) | 0.1 | $738k | 1.4k | 511.23 | |
| SSgA Funds Management Tr Unit (SPY) | 0.1 | $612k | 1.0k | 586.08 | |
| Chevron Corporation (CVX) | 0.1 | $591k | 4.1k | 144.84 | |
| McDonald's Corporation (MCD) | 0.1 | $517k | 1.8k | 289.90 | |
| Kosmos Energy (KOS) | 0.1 | $499k | 146k | 3.42 | |
| Abbott Laboratories (ABT) | 0.1 | $498k | 4.4k | 113.11 | |
| Vanguard Whitehall High Div Yld (VYM) | 0.1 | $484k | 3.8k | 127.59 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $468k | 2.5k | 187.51 | |
| Eaton Corp SHS (ETN) | 0.1 | $431k | 1.3k | 331.87 | |
| SSgA Funds Management Prtflo S&p500 Hi (SPYD) | 0.1 | $422k | 9.8k | 43.24 | |
| Vanguard Etf/usa Inf Tech Etf (VGT) | 0.1 | $409k | 658.00 | 621.80 | |
| Regions Financial Corporation (RF) | 0.1 | $398k | 17k | 23.52 | |
| Fidelity Covington Trust Enhanced Large (FELG) | 0.1 | $395k | 11k | 35.36 | |
| Amgen (AMGN) | 0.1 | $375k | 1.4k | 260.64 | |
| Aberdeen Standard Physcl Silvr Shs (SIVR) | 0.1 | $372k | 14k | 27.57 | |
| BlackRock Fund Advisors Intl Sel Div Etf (IDV) | 0.1 | $368k | 13k | 27.38 | |
| Abbvie (ABBV) | 0.1 | $358k | 2.0k | 177.70 | |
| Microchip Technology (MCHP) | 0.1 | $353k | 6.2k | 57.35 | |
| Vanguard ETF/USA Van Ftse Dev Mkt (VEA) | 0.0 | $334k | 7.0k | 47.82 | |
| JP Morgan ETFs/USA Nasdaq Eqt Prem (JEPQ) | 0.0 | $332k | 5.9k | 56.38 | |
| MGE Energy (MGEE) | 0.0 | $307k | 3.3k | 93.96 | |
| Ishares/usa S&P SML 600 GWT (IJT) | 0.0 | $307k | 2.3k | 135.37 | |
| Vanguard Etf/usa Int-term Corp (VCIT) | 0.0 | $301k | 3.8k | 80.27 | |
| International Business Machines (IBM) | 0.0 | $290k | 1.3k | 219.83 | |
| Freyr Battery *w Exp 07/09/202 (TE.WS) | 0.0 | $290k | 1.0M | 0.28 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $285k | 400.00 | 712.33 | |
| Vanguard Group Short Trm Bond (BSV) | 0.0 | $278k | 3.6k | 77.27 | |
| BlackRock Fund Advisors Msci Acwi Ex Us (ACWX) | 0.0 | $272k | 5.2k | 52.16 | |
| United States Commodities ETFs Unit Par (UNG) | 0.0 | $270k | 16k | 16.81 | |
| Wal-Mart Stores (WMT) | 0.0 | $266k | 2.9k | 90.35 | |
| Crowdstrike Holdings Cl A (CRWD) | 0.0 | $262k | 765.00 | 342.16 | |
| US Bancorp Com New (USB) | 0.0 | $255k | 5.3k | 47.83 | |
| Fiserv (FI) | 0.0 | $247k | 1.2k | 205.42 | |
| Progressive Corporation (PGR) | 0.0 | $240k | 1.0k | 239.61 | |
| First Trust ETFs/USA Pfd Secs Inc Etf (FPE) | 0.0 | $232k | 13k | 17.70 | |
| Principal Financial (PFG) | 0.0 | $216k | 2.8k | 77.41 | |
| Coca-Cola Company (KO) | 0.0 | $215k | 3.5k | 62.26 | |
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $212k | 13k | 16.27 | |
| Old Dominion Freight Line (ODFL) | 0.0 | $208k | 1.2k | 176.40 | |
| BlackRock Fund Advisors Core 1 5 Yr Usd (ISTB) | 0.0 | $202k | 4.2k | 47.77 | |
| Booking Holdings (BKNG) | 0.0 | $199k | 40.00 | 4968.43 | |
| Roper Industries (ROP) | 0.0 | $195k | 375.00 | 519.85 | |
| Nucor Corporation (NUE) | 0.0 | $195k | 1.7k | 116.71 | |
| Boston Scientific Corporation (BSX) | 0.0 | $190k | 2.1k | 89.32 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $186k | 1.6k | 115.72 | |
| Vanguard ETF/USA Growth Etf (VUG) | 0.0 | $185k | 450.00 | 410.44 | |
| Valero Energy Corporation (VLO) | 0.0 | $182k | 1.5k | 122.59 | |
| Smurfit WestRock SHS (SW) | 0.0 | $181k | 3.4k | 53.86 | |
| BlackRock Fund Advisors S&p Mc 400gr Etf (IJK) | 0.0 | $177k | 2.0k | 90.93 | |
| Danaher Corporation (DHR) | 0.0 | $174k | 756.00 | 229.55 | |
| Iron Mountain (IRM) | 0.0 | $170k | 1.6k | 105.11 | |
| S&p Global (SPGI) | 0.0 | $167k | 335.00 | 498.03 | |
| American Express Company (AXP) | 0.0 | $166k | 560.00 | 296.79 | |
| Vanguard Etf/usa Ftse Emr Mkt Etf (VWO) | 0.0 | $163k | 3.7k | 44.04 | |
| EOG Resources (EOG) | 0.0 | $161k | 1.3k | 122.58 | |
| BlackRock Fund Advisors Rus 1000 Etf (IWB) | 0.0 | $159k | 492.00 | 322.16 | |
| Eli Lilly & Co. (LLY) | 0.0 | $156k | 202.00 | 772.00 | |
| Meta Platforms Cl A (META) | 0.0 | $155k | 265.00 | 585.51 | |
| SentinelOne Cl A (S) | 0.0 | $154k | 6.9k | 22.20 | |
| Global X Management Us Infr Dev Etf (PAVE) | 0.0 | $150k | 3.7k | 40.41 | |
| Paccar (PCAR) | 0.0 | $148k | 1.4k | 104.02 | |
| Nebius Group NV Shs Class A (NBIS) | 0.0 | $148k | 5.3k | 27.70 | |
| Vanguard ETF/USA Energy Etf (VDE) | 0.0 | $141k | 1.2k | 121.31 | |
| Select Sector Spdr Technology (XLK) | 0.0 | $140k | 600.00 | 232.52 | |
| Verisk Analytics (VRSK) | 0.0 | $138k | 500.00 | 275.43 | |
| Verizon Communications (VZ) | 0.0 | $137k | 3.4k | 39.99 | |
| Autodesk (ADSK) | 0.0 | $133k | 450.00 | 295.57 | |
| SSgA Funds Management Rl Est Sel Sec (XLRE) | 0.0 | $129k | 3.2k | 40.67 | |
| Ishares Ishares (SLV) | 0.0 | $128k | 4.9k | 26.33 | |
| At&t (T) | 0.0 | $128k | 5.6k | 22.77 | |
| BlackRock Fund Advisors Em Mkts Div Etf (DVYE) | 0.0 | $127k | 4.9k | 25.83 | |
| First Trust Advisors Dj Internt Idx (FDN) | 0.0 | $120k | 495.00 | 243.17 | |
| Phillips 66 (PSX) | 0.0 | $120k | 1.1k | 113.93 | |
| Procter & Gamble Company (PG) | 0.0 | $120k | 713.00 | 167.65 | |
| ConocoPhillips (COP) | 0.0 | $118k | 1.2k | 99.17 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $117k | 225.00 | 521.96 | |
| American Electric Power Company (AEP) | 0.0 | $117k | 1.3k | 92.23 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $111k | 255.00 | 434.93 | |
| Tesla Motors (TSLA) | 0.0 | $110k | 272.00 | 403.84 | |
| Ishares S&p 500 Val Etf (IVE) | 0.0 | $109k | 569.00 | 190.88 | |
| Vanguard ETF/USA Value Etf (VTV) | 0.0 | $107k | 630.00 | 169.30 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $106k | 5.0k | 21.35 | |
| BlackRock Fund Advisors Morningstr Us Eq (ILCB) | 0.0 | $106k | 1.3k | 81.16 | |
| Ecolab (ECL) | 0.0 | $105k | 450.00 | 234.32 | |
| Altria (MO) | 0.0 | $102k | 2.0k | 52.29 | |
| Ameriprise Financial (AMP) | 0.0 | $102k | 191.00 | 532.43 | |
| Firstservice Corp (FSV) | 0.0 | $100k | 553.00 | 181.02 | |
| General Mills (GIS) | 0.0 | $96k | 1.5k | 63.77 | |
| O'reilly Automotive (ORLY) | 0.0 | $95k | 80.00 | 1185.80 | |
| Paychex (PAYX) | 0.0 | $95k | 675.00 | 140.22 | |
| Capital One Financial (COF) | 0.0 | $93k | 520.00 | 178.32 | |
| Linde SHS (LIN) | 0.0 | $92k | 219.00 | 418.67 | |
| Grayscale Investments LLC/USA SHS (ETHE) | 0.0 | $91k | 3.3k | 28.02 | |
| BlackRock Fund Advisors Russell 3000 Etf (IWV) | 0.0 | $89k | 267.00 | 334.25 | |
| Corning Incorporated (GLW) | 0.0 | $86k | 1.8k | 47.52 | |
| Blackstone Secd Ln Common Stock (BXSL) | 0.0 | $85k | 2.6k | 32.31 | |
| Antero Midstream Corp antero midstream (AM) | 0.0 | $84k | 5.6k | 15.09 | |
| UGI Corporation (UGI) | 0.0 | $82k | 2.9k | 28.23 | |
| Becton, Dickinson and (BDX) | 0.0 | $81k | 358.00 | 226.87 | |
| Hercules Technology Growth Capital (HTGC) | 0.0 | $80k | 4.0k | 20.09 | |
| National Retail Properties (NNN) | 0.0 | $80k | 1.9k | 40.85 | |
| Colliers International Group I Sub Vtg Shs (CIGI) | 0.0 | $75k | 553.00 | 135.97 | |
| MidCap Financial Investment Com New (MFIC) | 0.0 | $75k | 5.6k | 13.49 | |
| GSK Sponsored Adr (GSK) | 0.0 | $75k | 2.2k | 33.82 | |
| Whirlpool Corporation (WHR) | 0.0 | $74k | 645.00 | 114.48 | |
| Nike CL B (NKE) | 0.0 | $73k | 964.00 | 75.67 | |
| Easterly Government Properti reit | 0.0 | $72k | 6.4k | 11.36 | |
| Interpublic Group of Companies (IPG) | 0.0 | $72k | 2.6k | 28.02 | |
| Ares Capital Corporation (ARCC) | 0.0 | $72k | 3.3k | 21.89 | |
| Select Sector Spdr Sbi Int-utils (XLU) | 0.0 | $72k | 944.00 | 75.69 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $71k | 111.00 | 636.03 | |
| Aberdeen Standard Investments Physcl Gold Shs (SGOL) | 0.0 | $69k | 2.8k | 25.05 | |
| Charles Schwab Investment Management Intl Eqty Etf (SCHF) | 0.0 | $69k | 3.7k | 18.50 | |
| Bristol Myers Squibb (BMY) | 0.0 | $68k | 1.2k | 56.56 | |
| Alcon Ord Shs (ALC) | 0.0 | $68k | 800.00 | 84.89 | |
| T. Rowe Price (TROW) | 0.0 | $68k | 600.00 | 113.09 | |
| Sixth Street Specialty Lending (TSLX) | 0.0 | $68k | 3.2k | 21.30 | |
| Dow (DOW) | 0.0 | $65k | 1.6k | 40.13 | |
| BlackRock Fund Advisors Ishs 1-5yr Invs (IGSB) | 0.0 | $64k | 1.2k | 51.70 | |
| Walt Disney Company (DIS) | 0.0 | $64k | 575.00 | 111.35 | |
| JP Morgan Investment Management Ultra Shrt Etf (JPST) | 0.0 | $64k | 1.3k | 50.37 | |
| Kodiak Gas Svcs (KGS) | 0.0 | $63k | 1.6k | 40.83 | |
| Vanguard ETF/USA Health Car Etf (VHT) | 0.0 | $63k | 249.00 | 253.69 | |
| Wells Fargo & Company (WFC) | 0.0 | $63k | 896.00 | 70.24 | |
| ConAgra Foods (CAG) | 0.0 | $62k | 2.2k | 27.75 | |
| Hca Holdings (HCA) | 0.0 | $60k | 200.00 | 300.15 | |
| Ishares Iboxx Inv Cp Etf (LQD) | 0.0 | $60k | 560.00 | 106.84 | |
| Pfizer (PFE) | 0.0 | $60k | 2.3k | 26.53 | |
| Waste Management (WM) | 0.0 | $59k | 291.00 | 201.79 | |
| Target Corporation (TGT) | 0.0 | $58k | 430.00 | 135.18 | |
| Intercontinental Exchange (ICE) | 0.0 | $58k | 390.00 | 149.01 | |
| State Street Etf/usa Utser1 S&pdcrp (MDY) | 0.0 | $57k | 100.00 | 569.58 | |
| Wendy's/arby's Group (WEN) | 0.0 | $56k | 3.4k | 16.30 | |
| Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $55k | 130.00 | 425.50 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $55k | 2.2k | 25.54 | |
| State Street ETF/USA Spdr Msci Usa Ge (SHE) | 0.0 | $54k | 467.00 | 115.80 | |
| TJX Companies (TJX) | 0.0 | $52k | 426.00 | 120.81 | |
| Oneok (OKE) | 0.0 | $50k | 495.00 | 100.40 | |
| FedEx Corporation (FDX) | 0.0 | $49k | 175.00 | 281.33 | |
| FlexShares ETFs/USA Qlt Div Def Idx (QDEF) | 0.0 | $49k | 700.00 | 70.22 | |
| BlackRock Fund Advisors U.s. Utilits Etf (IDU) | 0.0 | $48k | 500.00 | 96.21 | |
| Prudential Financial (PRU) | 0.0 | $47k | 400.00 | 118.53 | |
| Sun Life Financial (SLF) | 0.0 | $46k | 779.00 | 59.34 | |
| Matson (MATX) | 0.0 | $44k | 328.00 | 134.84 | |
| Pulte (PHM) | 0.0 | $43k | 390.00 | 108.90 | |
| Cardiff Oncology (CRDF) | 0.0 | $42k | 9.8k | 4.34 | |
| Icon SHS (ICLR) | 0.0 | $42k | 200.00 | 209.71 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $41k | 145.00 | 283.85 | |
| Lamb Weston Hldgs (LW) | 0.0 | $41k | 612.00 | 66.83 | |
| Deluxe Corporation (DLX) | 0.0 | $41k | 1.8k | 22.59 | |
| Ishares/usa Rus 1000 Grw Etf (IWF) | 0.0 | $40k | 100.00 | 401.58 | |
| Boston Omaha Corp Cl A Com Stk (BOC) | 0.0 | $40k | 2.8k | 14.18 | |
| Itt (ITT) | 0.0 | $39k | 275.00 | 142.88 | |
| Oaktree Specialty Lending Corp (OCSL) | 0.0 | $37k | 2.4k | 15.28 | |
| Edwards Lifesciences (EW) | 0.0 | $37k | 500.00 | 74.03 | |
| Kohl's Corporation (KSS) | 0.0 | $35k | 2.5k | 14.04 | |
| Iqvia Holdings (IQV) | 0.0 | $35k | 178.00 | 196.51 | |
| American Tower Reit (AMT) | 0.0 | $35k | 190.00 | 183.40 | |
| Spdr Gold Trust Gold Shs (GLD) | 0.0 | $33k | 137.00 | 242.13 | |
| PPG Industries (PPG) | 0.0 | $30k | 249.00 | 119.45 | |
| Steel Dynamics (STLD) | 0.0 | $29k | 251.00 | 114.07 | |
| Eagle Materials (EXP) | 0.0 | $27k | 111.00 | 246.76 | |
| PNC Financial Services (PNC) | 0.0 | $25k | 131.00 | 192.85 | |
| Utd Parcel Serv CL B (UPS) | 0.0 | $25k | 200.00 | 126.10 | |
| Emerson Electric (EMR) | 0.0 | $25k | 200.00 | 123.93 | |
| Bank of America Corporation (BAC) | 0.0 | $24k | 550.00 | 43.95 | |
| Ingevity (NGVT) | 0.0 | $23k | 559.00 | 40.75 | |
| Marriott International Cl A (MAR) | 0.0 | $22k | 80.00 | 278.94 | |
| Expeditors International of Washington (EXPD) | 0.0 | $22k | 200.00 | 110.77 | |
| Church & Dwight (CHD) | 0.0 | $21k | 201.00 | 104.71 | |
| 3M Company (MMM) | 0.0 | $21k | 160.00 | 129.09 | |
| Fortive (FTV) | 0.0 | $21k | 273.00 | 75.00 | |
| Ssga Funds Management Prtflo S&p500 Gw (SPYG) | 0.0 | $20k | 232.00 | 87.90 | |
| Baxter International (BAX) | 0.0 | $20k | 683.00 | 29.16 | |
| Automatic Data Processing (ADP) | 0.0 | $20k | 68.00 | 292.74 | |
| Vanguard ETF/USA Inter Term Treas (VGIT) | 0.0 | $19k | 335.00 | 58.00 | |
| Enbridge (ENB) | 0.0 | $19k | 450.00 | 42.43 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $19k | 500.00 | 37.53 | |
| Veralto Corp Com Shs (VLTO) | 0.0 | $19k | 182.00 | 101.85 | |
| iShares ETFs/USA Msci Gbl Sus Dev (SDG) | 0.0 | $18k | 250.00 | 71.56 | |
| Lithia Motors (LAD) | 0.0 | $18k | 50.00 | 357.44 | |
| Paypal Holdings (PYPL) | 0.0 | $17k | 200.00 | 85.35 | |
| Sherwin-Williams Company (SHW) | 0.0 | $17k | 50.00 | 339.94 | |
| BlackRock Fund Advisors Msci Cda Etf (EWC) | 0.0 | $17k | 409.00 | 40.30 | |
| Devon Energy Corporation (DVN) | 0.0 | $14k | 439.00 | 32.73 | |
| Medtronic SHS (MDT) | 0.0 | $14k | 179.00 | 79.88 | |
| Ishares Trust Iboxx Hi Yd Etf (HYG) | 0.0 | $14k | 175.00 | 78.65 | |
| FlexShares ETFs/USA Stoxx Globr Inf (NFRA) | 0.0 | $14k | 250.00 | 54.22 | |
| Cigna Corp (CI) | 0.0 | $14k | 49.00 | 276.14 | |
| Cadence Design Systems (CDNS) | 0.0 | $14k | 45.00 | 300.47 | |
| Aptar (ATR) | 0.0 | $13k | 85.00 | 157.11 | |
| Chemed Corp Com Stk (CHE) | 0.0 | $13k | 25.00 | 529.80 | |
| Northern Trust Investments Mornstar Upstr (GUNR) | 0.0 | $13k | 350.00 | 36.36 | |
| eBay (EBAY) | 0.0 | $12k | 200.00 | 61.95 | |
| Floor & Decor Holdings Cl A (FND) | 0.0 | $12k | 115.00 | 99.70 | |
| ResMed (RMD) | 0.0 | $11k | 50.00 | 228.70 | |
| Charles Schwab Investment Management Us Dividend Eq (SCHD) | 0.0 | $11k | 417.00 | 27.32 | |
| Boston Omaha Corp Com Cl A (SKYH) | 0.0 | $11k | 950.00 | 11.93 | |
| Vanguard Group Inc/the Lg-term Cor Bd (VCLT) | 0.0 | $11k | 150.00 | 74.78 | |
| Bwx Technologies (BWXT) | 0.0 | $11k | 100.00 | 111.39 | |
| Cintas Corporation (CTAS) | 0.0 | $11k | 60.00 | 182.70 | |
| Generac Holdings (GNRC) | 0.0 | $11k | 70.00 | 155.06 | |
| Albemarle Corporation (ALB) | 0.0 | $11k | 123.00 | 86.08 | |
| BlackRock Fund Advisors Glb Enr Prod Etf (FILL) | 0.0 | $10k | 450.00 | 22.84 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $10k | 76.00 | 134.34 | |
| Copart (CPRT) | 0.0 | $10k | 175.00 | 57.39 | |
| AutoZone (AZO) | 0.0 | $9.6k | 3.00 | 3202.00 | |
| Vanguard Group Inc/the Short Term Treas (VGSH) | 0.0 | $9.6k | 165.00 | 58.18 | |
| Truist Financial Corp equities (TFC) | 0.0 | $9.3k | 215.00 | 43.38 | |
| Oracle Corporation (ORCL) | 0.0 | $9.2k | 55.00 | 166.64 | |
| Colgate-Palmolive Company (CL) | 0.0 | $9.1k | 100.00 | 90.91 | |
| Baker Hughes Cl A (BKR) | 0.0 | $8.8k | 214.00 | 41.02 | |
| Dominion Resources (D) | 0.0 | $8.6k | 159.00 | 53.86 | |
| Pool Corporation (POOL) | 0.0 | $8.5k | 25.00 | 340.96 | |
| Hormel Foods Corporation (HRL) | 0.0 | $8.3k | 264.00 | 31.37 | |
| Alexander & Baldwin (ALEX) | 0.0 | $8.2k | 465.00 | 17.74 | |
| BlackRock Fund Advisors Mrgstr Md Cp Etf (IMCB) | 0.0 | $7.6k | 100.00 | 76.15 | |
| United Rentals (URI) | 0.0 | $7.0k | 10.00 | 704.40 | |
| Vanguard ETF/USA Tax Exempt Bd (VTEB) | 0.0 | $7.0k | 140.00 | 50.13 | |
| Starbucks Corporation (SBUX) | 0.0 | $6.8k | 75.00 | 91.25 | |
| Charles Schwab Investment Management Emrg Mkteq Etf (SCHE) | 0.0 | $6.8k | 257.00 | 26.63 | |
| Uber Technologies (UBER) | 0.0 | $6.0k | 100.00 | 60.32 | |
| Vanguard ETF/USA Consum Stp Etf (VDC) | 0.0 | $5.3k | 25.00 | 211.40 | |
| Schwab ETFs/USA Sht Tm Us Tres (SCHO) | 0.0 | $5.2k | 216.00 | 24.06 | |
| First Trust ETFs/USA Indxx Nat Re Etf (FTRI) | 0.0 | $4.8k | 396.00 | 12.03 | |
| Vanguard Etf/usa Long Term Treas (VGLT) | 0.0 | $4.8k | 86.00 | 55.35 | |
| AdvisorShares ETFs/USA Pure Cannabis (YOLO) | 0.0 | $4.7k | 2.0k | 2.42 | |
| BlackRock Fund Advisors Eafe Sml Cp Etf (SCZ) | 0.0 | $4.6k | 75.00 | 60.75 | |
| Zimmer Holdings (ZBH) | 0.0 | $4.1k | 39.00 | 105.64 | |
| Southwest Airlines (LUV) | 0.0 | $4.1k | 121.00 | 33.62 | |
| Vontier Corporation (VNT) | 0.0 | $4.0k | 109.00 | 36.47 | |
| MetLife (MET) | 0.0 | $3.4k | 42.00 | 81.88 | |
| BlackRock Fund Advisors 0-5 Yr Tips Etf (STIP) | 0.0 | $3.1k | 31.00 | 100.61 | |
| Vanguard ETF/USA Real Estate Etf (VNQ) | 0.0 | $3.0k | 34.00 | 89.09 | |
| SSGA Funds Management S&p Metals Mng (XME) | 0.0 | $2.7k | 47.00 | 56.74 | |
| Invesco Capital Management Optimum Yield (PDBC) | 0.0 | $2.6k | 201.00 | 12.99 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $2.3k | 222.00 | 10.57 | |
| Organigram Holdings Ord | 0.0 | $1.7k | 1.1k | 1.61 | |
| Vanguard Etf/usa Div App Etf (VIG) | 0.0 | $1.6k | 8.00 | 195.88 | |
| Advanced Micro Devices (AMD) | 0.0 | $1.4k | 12.00 | 120.75 | |
| Sundial Growers (SNDL) | 0.0 | $1.0k | 575.00 | 1.79 | |
| Irhythm Technologies (IRTC) | 0.0 | $811.999800 | 9.00 | 90.22 | |
| Nokia Oyj Sponsored Adr (NOK) | 0.0 | $443.000000 | 100.00 | 4.43 | |
| Brighthouse Finl (BHF) | 0.0 | $144.000000 | 3.00 | 48.00 | |
| State Street Etf/usa Portfolio Ln Tsr (SPTL) | 0.0 | $26.000000 | 1.00 | 26.00 | |
| American Airls (AAL) | 0.0 | $18.000000 | 2.00 | 9.00 |