Free Trial

First National Bank Sioux Falls Top Holdings and 13F Report (2025)

About First National Bank Sioux Falls

Investment Activity

  • First National Bank Sioux Falls has $247.12 million in total holdings as of March 31, 2025.
  • First National Bank Sioux Falls owns shares of 132 different stocks, but just 38 companies or ETFs make up 80% of its holdings.
  • Approximately 8.35% of the portfolio was purchased this quarter.
  • About 1.95% of the portfolio was sold this quarter.
  • This quarter, First National Bank Sioux Falls has purchased 129 new stocks and bought additional shares in 30 stocks.
  • First National Bank Sioux Falls sold shares of 22 stocks and completely divested from 4 stocks this quarter.

Largest New Holdings this Quarter

025072133 - Avantis US Mid Cap Value ETF
$1,202,258 Holding
191216100 - Coca-Cola
$639,280 Holding
955306105 - West Pharmaceutical Services
$477,984 Holding
988498101 - Yum! Brands
$282,933 Holding
75513E101 - RTX
$264,920 Holding

Largest Purchases this Quarter

Invesco S&P 500 Equal Weight ETF
20,149 shares (about $3.49M)
Avantis U.S. Large Cap Value ETF
21,604 shares (about $1.41M)
Vanguard Mid-Cap ETF
5,090 shares (about $1.32M)
Avantis US Mid Cap Value ETF
19,568 shares (about $1.20M)

Largest Sales this Quarter

Vanguard S&P 500 ETF
1,086 shares (about $558.11K)
Vanguard Real Estate ETF
3,911 shares (about $354.10K)
Berkshire Hathaway
539 shares (about $287.06K)
International Business Machines
800 shares (about $198.93K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofFirst National Bank Sioux Falls

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$23,994,972$558,106 -2.3%46,6919.7%ETF
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$16,653,784$219,884 1.3%251,3026.7%ETF
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$16,538,698$1,347,764 -7.5%240,0746.7%ETF
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$12,941,968$1,408,797 12.2%198,4665.2%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$11,583,848$1,316,376 12.8%44,7914.7%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$8,862,598$917,768 11.6%51,3063.6%ETF
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$8,081,966$108,049 -1.3%308,4723.3%ETF
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$7,814,583$1,063,968 15.8%130,7883.2%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$7,180,557$3,490,411 94.6%41,4512.9%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$6,622,003$603,739 10.0%264,4572.7%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$6,144,090$451,541 7.9%70,4842.5%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$5,768,907$287,061 -4.7%10,8322.3%Finance
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$5,532,6070.0%134,2542.2%ETF
Apple Inc. stock logo
AAPL
Apple
$5,438,631$402,722 8.0%24,4842.2%Computer and Technology
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$4,623,134$324,500 7.5%66,2911.9%ETF
Visa Inc. stock logo
V
Visa
$4,504,1120.0%12,8521.8%Business Services
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3,882,255$326,296 9.2%20,4051.6%Retail/Wholesale
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
$3,851,7110.0%28,1271.6%Finance
Microsoft Co. stock logo
MSFT
Microsoft
$3,318,823$488,382 17.3%8,8411.3%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$3,316,6230.0%5,9291.3%Finance
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$2,544,240$48,025 1.9%7,0461.0%ETF
Blackstone Inc. stock logo
BX
Blackstone
$2,333,3480.0%16,6930.9%Finance
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$2,204,307$1,879,234 578.1%70,5830.9%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$2,051,689$57,645 -2.7%8,3640.8%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$1,929,6600.0%5,8510.8%Industrials
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,856,762$285,775 18.2%12,0070.8%Computer and Technology
Minnehaha Banshares Inc-Common
$1,811,8650.0%9,1740.7%Common Stock
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$1,796,4220.0%15,2900.7%ETF
Oracle Co. stock logo
ORCL
Oracle
$1,790,6860.0%12,8080.7%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$1,783,0340.0%3,2530.7%Business Services
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$1,644,393$596,177 56.9%13,8270.7%Energy
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$1,605,5920.0%13,8880.6%Finance
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$1,496,435$982,645 191.3%29,4400.6%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,481,822$326,220 28.2%2,5710.6%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,364,304$940,574 222.0%9,0990.6%Consumer Staples
Bank of America Co. stock logo
BAC
Bank of America
$1,353,6380.0%32,4380.5%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$1,328,985$48,190 3.8%6,3430.5%Medical
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$1,323,3780.0%12,5510.5%ETF
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$1,285,3680.0%3,6810.5%Basic Materials
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$1,256,3380.0%3,3880.5%ETF
Avantis US Mid Cap Value ETF
$1,202,258$1,202,258 New Holding19,5680.5%Exchange Traded Fund
Union Pacific Co. stock logo
UNP
Union Pacific
$1,194,4290.0%5,0560.5%Transportation
CSX Co. stock logo
CSX
CSX
$1,191,9150.0%40,5000.5%Transportation
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$1,071,843$146 0.0%14,7110.4%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,029,9100.0%1,2470.4%Medical
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$1,022,2440.0%11,0120.4%ETF
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$1,014,8950.0%14,1370.4%Finance
The Walt Disney Company stock logo
DIS
Walt Disney
$1,005,6540.0%10,1890.4%Consumer Discretionary
BlackRock Taxable Municipal Bond Trust stock logo
BBN
BlackRock Taxable Municipal Bond Trust
$974,8790.0%58,4460.4%Financial Services
Simplify MBS ETF
$939,222$638,833 212.7%18,7320.4%Fixed Income ETF
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$882,4690.0%6160.4%Retail/Wholesale
Philip Morris International Inc. stock logo
PM
Philip Morris International
$865,872$41,587 -4.6%5,4550.4%Consumer Staples
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$860,421$24,244 2.9%6,6720.3%ETF
Chevron Co. stock logo
CVX
Chevron
$809,014$82,809 11.4%4,8360.3%Energy
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$807,2190.0%3,1590.3%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$805,982$33,168 -4.0%4,8600.3%Medical
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$798,719$52,375 -6.2%1,5250.3%Medical
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$779,5200.0%6,4000.3%Retail/Wholesale
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$755,9830.0%4,4360.3%Consumer Staples
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$748,0810.0%19,4610.3%ETF
Expedia Group, Inc. stock logo
EXPE
Expedia Group
$701,9860.0%4,1760.3%Retail/Wholesale
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$693,484$50,232 7.8%9,1670.3%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$675,0510.0%11,5690.3%ETF
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$673,315$793 -0.1%2,5460.3%Finance
The Coca-Cola Company stock logo
KO
Coca-Cola
$639,280$639,280 New Holding8,9260.3%Consumer Staples
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$597,1680.0%9,6770.2%Computer and Technology
DFCA
Dimensional California Municipal Bond ETF
$595,200$49,600 9.1%12,0000.2%ETF
Starbucks Co. stock logo
SBUX
Starbucks
$589,325$27,858 -4.5%6,0080.2%Retail/Wholesale
ServiceNow, Inc. stock logo
NOW
ServiceNow
$589,1440.0%7400.2%Computer and Technology
iShares California Muni Bond ETF stock logo
CMF
iShares California Muni Bond ETF
$562,800$12,494 -2.2%10,0000.2%ETF
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$560,8030.0%9,1950.2%Medical
International Business Machines Co. stock logo
IBM
International Business Machines
$553,269$198,928 -26.4%2,2250.2%Computer and Technology
Vornado Realty Trust stock logo
VNO
Vornado Realty Trust
$540,8310.0%14,6210.2%Finance
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$516,0090.0%3,8900.2%Medical
Cambria Shareholder Yield ETF stock logo
SYLD
Cambria Shareholder Yield ETF
$510,974$54,039 11.8%8,0090.2%ETF
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$507,042$139,938 38.1%2,1740.2%Retail/Wholesale
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$505,6860.0%1,7550.2%Finance
Cummins Inc. stock logo
CMI
Cummins
$501,5040.0%1,6000.2%Auto/Tires/Trucks
The Home Depot, Inc. stock logo
HD
Home Depot
$499,526$108,848 27.9%1,3630.2%Retail/Wholesale
Alphabet Inc. stock logo
GOOG
Alphabet
$493,2180.0%3,1570.2%Computer and Technology
Simon Property Group, Inc. stock logo
SPG
Simon Property Group
$492,4270.0%2,9650.2%Finance
Monster Beverage Co. stock logo
MNST
Monster Beverage
$486,3010.0%8,3100.2%Consumer Staples
West Pharmaceutical Services, Inc. stock logo
WST
West Pharmaceutical Services
$477,984$477,984 New Holding2,1350.2%Medical
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$452,3120.0%2,4280.2%ETF
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$443,5830.0%9930.2%Aerospace
Waste Management, Inc. stock logo
WM
Waste Management
$428,294$59,035 -12.1%1,8500.2%Business Services
McDonald's Co. stock logo
MCD
McDonald's
$418,263$56,227 -11.8%1,3390.2%Retail/Wholesale
Invesco DB Agriculture Fund stock logo
DBA
Invesco DB Agriculture Fund
$406,4260.0%15,4300.2%Finance
Phillips 66 stock logo
PSX
Phillips 66
$393,1600.0%3,1840.2%Energy
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$391,074$35,777 10.1%4,8970.2%Manufacturing
General Dynamics Co. stock logo
GD
General Dynamics
$382,975$19,626 -4.9%1,4050.2%Aerospace
Armstrong World Industries, Inc. stock logo
AWI
Armstrong World Industries
$374,8820.0%2,6610.2%Construction
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$368,7860.0%3,3750.1%Utilities
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$366,6360.0%1,2000.1%Business Services
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$363,699$354,102 -49.3%4,0170.1%ETF
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$348,6370.0%4,9180.1%Utilities
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$347,6600.0%8280.1%Finance
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$347,4160.0%1,1780.1%Basic Materials
Walmart Inc. stock logo
WMT
Walmart
$346,420$3,336 -1.0%3,9460.1%Retail/Wholesale
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$342,5640.0%7,8390.1%Finance

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data