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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 $234.79 million in total holdings as of December 31, 2024.
  • First National Bank Sioux Falls owns shares of 129 different stocks, but just 36 companies or ETFs make up 80% of its holdings.
  • Approximately 9.67% of the portfolio was purchased this quarter.
  • About 1.12% of the portfolio was sold this quarter.
  • This quarter, First National Bank Sioux Falls has purchased 127 new stocks and bought additional shares in 18 stocks.
  • First National Bank Sioux Falls sold shares of 25 stocks and completely divested from 3 stocks this quarter.

Largest New Holdings this Quarter

Simplify MBS ETF
$297,693 Holding
Blackrock Inc
$230,650 Holding
Sempra
$203,510 Holding

Largest Purchases this Quarter

Schwab U.S. Large-Cap Growth ETF
181,970 shares (about $5.07M)
Amazon.com
16,830 shares (about $3.69M)
Vanguard S&P 500 ETF
4,182 shares (about $2.25M)
Avantis International Equity ETF
29,121 shares (about $1.79M)

Largest Sales this Quarter

iShares MSCI Emerging Markets ETF
9,384 shares (about $392.44K)
Vanguard FTSE Developed Markets ETF
7,364 shares (about $352.15K)
Dollar Tree
1,570 shares (about $117.66K)
Invesco DB Agriculture Fund
4,302 shares (about $114.39K)

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
$25,742,725$2,253,303 9.6%47,77711.0%ETF
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$16,738,862$2,337,424 16.2%259,6387.1%ETF
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$15,218,778$1,787,156 13.3%247,9846.5%ETF
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$11,809,076$1,280,715 12.2%176,8625.0%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$10,486,225$1,396,984 15.4%39,7014.5%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$7,786,615$505,022 6.9%45,9933.3%ETF
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$7,771,1370.0%312,5963.3%ETF
DFAS
Dimensional U.S. Small Cap ETF
$7,352,803$512,635 7.5%112,9813.1%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$6,698,443$5,071,504 311.7%240,3462.9%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$6,303,795$319,128 5.3%65,3042.7%ETF
Apple Inc. stock logo
AAPL
Apple
$5,677,2720.0%22,6712.4%Computer and Technology
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$5,493,6740.0%134,2542.3%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$5,154,247$5,439 -0.1%11,3712.2%Finance
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
$4,645,455$105,702 -2.2%28,1272.0%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$4,100,399$3,692,334 904.8%18,6901.7%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$4,061,7460.0%12,8521.7%Business Services
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$4,011,401$432,782 12.1%61,6381.7%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$3,732,749$941,511 33.7%21,3021.6%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$3,474,8680.0%5,9291.5%Finance
Microsoft Co. stock logo
MSFT
Microsoft
$3,178,110$505,800 18.9%7,5401.4%Computer and Technology
Blackstone Inc. stock logo
BX
Blackstone
$2,878,2070.0%16,6931.2%Finance
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$2,776,123$6,425 -0.2%6,9131.2%ETF
Oracle Co. stock logo
ORCL
Oracle
$2,134,3250.0%12,8080.9%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$2,122,5090.0%5,8510.9%Industrial Products
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$2,061,2660.0%8,5990.9%Finance
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$2,054,1740.0%13,8880.9%Finance
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$1,938,0080.0%15,2900.8%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,923,099$3,597 -0.2%10,1590.8%Computer and Technology
Minnehaha Banshares Inc-Common
$1,811,8650.0%9,1740.8%Common Stock
Mastercard Incorporated stock logo
MA
Mastercard
$1,712,9320.0%3,2530.7%Business Services
Bank of America Co. stock logo
BAC
Bank of America
$1,425,650$4,395 -0.3%32,4380.6%Finance
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$1,390,571$12,724 -0.9%3,3880.6%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$1,337,3100.0%12,5510.6%ETF
CSX Co. stock logo
CSX
CSX
$1,306,9350.0%40,5000.6%Transportation
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$1,251,2820.0%3,6810.5%Basic Materials
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,173,9480.0%2,0050.5%Computer and Technology
Union Pacific Co. stock logo
UNP
Union Pacific
$1,152,9700.0%5,0560.5%Transportation
The Walt Disney Company stock logo
DIS
Walt Disney
$1,134,5460.0%10,1890.5%Consumer Discretionary
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$1,118,0480.0%11,0120.5%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$1,086,2800.0%6,1130.5%Medical
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$992,9830.0%14,1370.4%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$962,6840.0%1,2470.4%Medical
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$948,075$430 0.0%8,8140.4%Oils/Energy
BlackRock Taxable Municipal Bond Trust stock logo
BBN
BlackRock Taxable Municipal Bond Trust
$942,1500.0%58,4460.4%Financial Services
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$909,2230.0%3,1590.4%ETF
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$887,247$141,873 19.0%14,7090.4%Computer and Technology
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$827,2940.0%6,4840.4%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$822,0230.0%1,6250.4%Medical
DFAU
Dimensional US Core Equity Market ETF
$787,976$19,557 -2.4%19,4610.3%ETF
ServiceNow, Inc. stock logo
NOW
ServiceNow
$784,4890.0%7400.3%Computer and Technology
Expedia Group, Inc. stock logo
EXPE
Expedia Group
$778,1140.0%4,1760.3%Retail/Wholesale
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$773,1840.0%6,4000.3%Retail/Wholesale
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$743,6950.0%4,4360.3%Consumer Staples
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$731,7780.0%5,0600.3%Medical
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$730,4530.0%6160.3%Retail/Wholesale
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$720,864$374 -0.1%11,5690.3%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$706,2260.0%7,9280.3%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$688,0410.0%5,7170.3%Consumer Staples
International Business Machines Co. stock logo
IBM
International Business Machines
$664,9850.0%3,0250.3%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$629,8200.0%4,6900.3%Computer and Technology
Chevron Co. stock logo
CVX
Chevron
$628,750$435 -0.1%4,3410.3%Oils/Energy
Vornado Realty Trust stock logo
VNO
Vornado Realty Trust
$614,667$29,008 -4.5%14,6210.3%Finance
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$614,0290.0%2,5490.3%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$601,219$3,809 -0.6%3,1570.3%Computer and Technology
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$597,591$7,309 -1.2%8,5030.3%ETF
iShares California Muni Bond ETF stock logo
CMF
iShares California Muni Bond ETF
$585,516$12,716 2.2%10,2220.2%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$584,2370.0%2,5200.2%Computer and Technology
Starbucks Co. stock logo
SBUX
Starbucks
$574,1450.0%6,2920.2%Retail/Wholesale
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$572,8780.0%9,6770.2%Computer and Technology
Cummins Inc. stock logo
CMI
Cummins
$557,7600.0%1,6000.2%Auto/Tires/Trucks
DFCA
Dimensional California Municipal Bond ETF
$550,5500.0%11,0000.2%ETF
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$520,0690.0%9,1950.2%Medical
Simon Property Group, Inc. stock logo
SPG
Simon Property Group
$510,6030.0%2,9650.2%Finance
Cambria Shareholder Yield ETF stock logo
SYLD
Cambria Shareholder Yield ETF
$490,382$145,156 42.0%7,1620.2%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$483,365$352,147 -42.1%10,1080.2%ETF
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$482,5390.0%9930.2%Aerospace
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$481,1810.0%2,4280.2%ETF
McDonald's Co. stock logo
MCD
McDonald's
$440,3430.0%1,5190.2%Retail/Wholesale
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$439,9980.0%3,8900.2%Medical
Monster Beverage Co. stock logo
MNST
Monster Beverage
$436,7740.0%8,3100.2%Consumer Staples
PepsiCo, Inc. stock logo
PEP
PepsiCo
$429,7220.0%2,8260.2%Consumer Staples
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$424,938$59,322 -12.3%1,7550.2%Finance
Waste Management, Inc. stock logo
WM
Waste Management
$424,7680.0%2,1050.2%Business Services
The Home Depot, Inc. stock logo
HD
Home Depot
$414,6630.0%1,0660.2%Retail/Wholesale
Invesco DB Agriculture Fund stock logo
DBA
Invesco DB Agriculture Fund
$410,284$114,390 -21.8%15,4300.2%Finance
Salesforce, Inc. stock logo
CRM
Salesforce
$401,1960.0%1,2000.2%Computer and Technology
Target Co. stock logo
TGT
Target
$400,4030.0%2,9620.2%Retail/Wholesale
General Dynamics Co. stock logo
GD
General Dynamics
$389,1750.0%1,4770.2%Aerospace
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$388,4630.0%1,5740.2%Retail/Wholesale
Armstrong World Industries, Inc. stock logo
AWI
Armstrong World Industries
$376,0790.0%2,6610.2%Construction
Phillips 66 stock logo
PSX
Phillips 66
$362,7530.0%3,1840.2%Oils/Energy
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$360,058$84,410 30.6%4,4490.2%Manufacturing
Walmart Inc. stock logo
WMT
Walmart
$359,9550.0%3,9840.2%Retail/Wholesale
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$352,5710.0%4,9180.2%Utilities
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$352,315$286,362 -44.8%8280.2%Finance
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$351,2760.0%1,2000.1%Business Services
Steven Madden, Ltd. stock logo
SHOO
Steven Madden
$344,4120.0%8,1000.1%Consumer Discretionary
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$341,6670.0%1,1780.1%Basic Materials
Electronic Arts Inc. stock logo
EA
Electronic Arts
$332,6860.0%2,2740.1%Consumer Discretionary
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$327,827$392,439 -54.5%7,8390.1%Finance

Showing largest 100 holdings. View all holdings.
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