Security National Bank Top Holdings and 13F Report (2025) About Security National BankInvestment ActivitySecurity National Bank has $700.93 million in total holdings as of December 31, 2024.Security National Bank owns shares of 319 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 3.29% of the portfolio was purchased this quarter.About 7.48% of the portfolio was sold this quarter.This quarter, Security National Bank has purchased 283 new stocks and bought additional shares in 46 stocks.Security National Bank sold shares of 56 stocks and completely divested from 13 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $146,385,290NVIDIA $65,676,674Berkshire Hathaway $36,088,760Berkshire Hathaway $29,819,931Apple $29,407,572 Largest New Holdings this Quarter Vanguard FTSE Developed Markets ETF $334,405 HoldingHuntington Bancshares $211,754 HoldingBoston Scientific $189,716 HoldingSmurfit WestRock PLC $180,808 HoldingVanguard FTSE Emerging Markets ETF $162,860 Holding Largest Purchases this Quarter Palo Alto Networks 36,873 shares (about $6.71M)JPMorgan Equity Premium Income ETF 86,413 shares (about $4.97M)ServiceNow 2,544 shares (about $2.70M)Berkshire Hathaway 3 shares (about $2.04M)Vitesse Energy 55,053 shares (about $1.38M) Largest Sales this Quarter iShares Core S&P 500 ETF 23,961 shares (about $14.11M)Coterra Energy 207,262 shares (about $5.29M)iShares Russell Mid-Cap ETF 24,480 shares (about $2.16M)NVIDIA 13,471 shares (about $1.81M)BHP Group 17,151 shares (about $837.48K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSecurity National Bank Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$146,385,290$14,105,362 ▼-8.8%248,66720.9%ETFNVDANVIDIA$65,676,674$1,809,021 ▼-2.7%489,0669.4%Computer and TechnologyBRK.ABerkshire Hathaway$36,088,760$2,042,760 ▲6.0%535.1%FinanceBRK.BBerkshire Hathaway$29,819,931$145,503 ▼-0.5%65,7874.3%FinanceAAPLApple$29,407,572$689,156 ▼-2.3%117,4334.2%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$28,174,494$2,164,032 ▼-7.1%318,7164.0%ETFMUSAMurphy USA$25,203,9060.0%50,2323.6%Retail/WholesaleMSFTMicrosoft$18,530,826$45,522 ▼-0.2%43,9642.6%Computer and TechnologyAMZNAmazon.com$15,743,865$148,308 ▼-0.9%71,7622.2%Retail/WholesalePANWPalo Alto Networks$13,857,164$6,709,411 ▲93.9%76,1552.0%Computer and TechnologyVVisa$12,109,073$103,345 ▼-0.8%38,3151.7%Business ServicesTIPXSPDR Bloomberg Barclays 1-10 Year TIPS ETF$11,555,862$3,495 ▼0.0%624,9791.6%ETFJEPIJPMorgan Equity Premium Income ETF$11,388,352$4,971,340 ▲77.5%197,9551.6%ETFLOWLowe's Companies$11,070,461$147,586 ▼-1.3%44,8561.6%Retail/WholesaleSYKStryker$9,292,531$118,456 ▲1.3%25,8091.3%MedicalMTHMeritage Homes$9,113,8350.0%59,2501.3%ConstructionUNHUnitedHealth Group$8,677,523$113,819 ▼-1.3%17,1541.2%MedicalJPMJPMorgan Chase & Co.$8,470,153$302,993 ▼-3.5%35,3351.2%FinanceBXBlackstone$8,391,336$271,561 ▼-3.1%48,6681.2%FinanceZTSZoetis$7,803,532$48,716 ▼-0.6%47,8951.1%MedicalGOOGLAlphabet$7,329,318$27,638 ▼-0.4%38,7181.0%Computer and TechnologyHONHoneywell International$7,101,304$150,895 ▼-2.1%31,4371.0%Multi-Sector ConglomeratesMRKMerck & Co., Inc.$7,044,576$292,372 ▼-4.0%70,8141.0%MedicalASMLASML$6,860,106$85,942 ▼-1.2%9,8981.0%Computer and TechnologyLMTLockheed Martin$6,773,518$136,063 ▼-2.0%13,9391.0%AerospaceNEENextEra Energy$6,526,586$62,012 ▼-0.9%91,0390.9%UtilitiesADBEAdobe$6,073,885$40,021 ▲0.7%13,6590.9%Computer and TechnologyMURMurphy Oil$6,005,309$38,854 ▲0.7%198,4570.9%EnergyACNAccenture$5,761,265$285,302 ▼-4.7%16,3770.8%Computer and TechnologyTMOThermo Fisher Scientific$5,154,438$8,324 ▼-0.2%9,9080.7%MedicalVXFVanguard Extended Market ETF$5,018,7020.0%26,4170.7%ETFAVGOBroadcom$4,892,751$61,901 ▼-1.2%21,1040.7%Computer and TechnologyTRMBTrimble$4,694,227$44,798 ▲1.0%66,4340.7%IndustrialsNOWServiceNow$4,668,769$2,696,946 ▲136.8%4,4040.7%Computer and TechnologyFANGDiamondback Energy$4,612,142$789,169 ▼-14.6%28,1520.7%EnergySNPSSynopsys$4,550,250$160,654 ▼-3.4%9,3750.6%Computer and TechnologyBRBroadridge Financial Solutions$4,463,017$106,941 ▼-2.3%19,7400.6%Business ServicesSCCOSouthern Copper$4,429,647$443,712 ▲11.1%48,6080.6%Basic MaterialsGRBKGreen Brick Partners$4,124,053$59,032 ▼-1.4%73,0050.6%FinanceVOOVanguard S&P 500 ETF$3,921,4600.0%7,2780.6%ETFPEPPepsiCo$3,449,025$12,013 ▲0.3%22,6820.5%Consumer StaplesVMIValmont Industries$3,301,6090.0%10,7660.5%IndustrialsNVTnVent Electric$3,276,860$204 ▲0.0%48,0760.5%Computer and TechnologyGXOGXO Logistics$3,227,440$17,574 ▲0.5%74,1940.5%TransportationVTIVanguard Total Stock Market ETF$2,973,161$34,487 ▼-1.1%10,2590.4%ETFKLACKLA$2,905,484$248,897 ▲9.4%4,6110.4%Computer and TechnologyHUBBHubbell$2,844,682$24,715 ▲0.9%6,7910.4%IndustrialsDEDeere & Company$2,599,823$59,318 ▼-2.2%6,1360.4%IndustrialsMAMastercard$2,404,3190.0%4,5660.3%Business ServicesJNJJohnson & Johnson$2,342,844$42,663 ▼-1.8%16,2000.3%MedicalUNPUnion Pacific$2,244,142$21,892 ▼-1.0%9,8410.3%TransportationCBChubb$2,157,627$17,407 ▲0.8%7,8090.3%FinanceCASYCasey's General Stores$2,048,509$52,302 ▲2.6%5,1700.3%Retail/WholesaleFreyr Battery Inc$2,015,7930.0%781,3150.3%COM NEWCATCaterpillar$1,456,119$11,246 ▲0.8%4,0140.2%IndustrialsVTSVitesse Energy$1,421,175$1,376,325 ▲3,068.7%56,8470.2%EnergyMSIMotorola Solutions$1,406,566$123,415 ▲9.6%3,0430.2%Computer and TechnologyOUNZVan Eck Merk Gold Trust$1,272,8180.0%50,3090.2%ETFGOOGAlphabet$1,268,5210.0%6,6610.2%Computer and TechnologyJP Morgan ETFs/USA$1,255,131$60,923 ▲5.1%20,2310.2%HEDGED EQUITY LAIVWiShares S&P 500 Growth ETF$1,043,525$25,687 ▲2.5%10,2780.1%ETFCADECadence Bank$1,027,6090.0%29,8290.1%FinanceSPROTT ASSET MANAGEMENT LP/CAN$1,025,9920.0%50,9430.1%UNITBHPBHP Group$1,024,942$837,484 ▼-45.0%20,9900.1%Basic MaterialsHDHome Depot$971,308$50,958 ▼-5.0%2,4970.1%Retail/WholesaleCPTCamden Property Trust$960,811$1,973 ▼-0.2%8,2800.1%FinanceXOMExxon Mobil$958,341$11,833 ▼-1.2%8,9090.1%EnergyWECWEC Energy Group$941,528$25,203 ▲2.8%10,0120.1%UtilitiesKVUEKenvue$933,977$31,555 ▼-3.3%43,7460.1%Consumer StaplesPCHPotlatchDeltic$797,7170.0%20,3240.1%ConstructionIJRiShares Core S&P Small-Cap ETF$797,553$262,702 ▲49.1%6,9220.1%ETFCOSTCostco Wholesale$755,0060.0%8240.1%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$738,374$171,353 ▲30.2%11,8500.1%ETFQQQInvesco QQQ$738,216$36,809 ▲5.2%1,4440.1%FinanceSPYSPDR S&P 500 ETF Trust$611,868$36,923 ▼-5.7%1,0440.1%FinanceCVXChevron$591,382$29,982 ▼-4.8%4,0830.1%EnergyMCDMcDonald's$516,584$78,560 ▼-13.2%1,7820.1%Retail/WholesaleKOSKosmos Energy$499,3200.0%146,0000.1%EnergyABTAbbott Laboratories$498,250$16,401 ▼-3.2%4,4050.1%MedicalVYMVanguard High Dividend Yield ETF$484,204$13,780 ▼-2.8%3,7950.1%ETFTXNTexas Instruments$468,212$7,688 ▲1.7%2,4970.1%Computer and TechnologyETNEaton$431,4310.0%1,3000.1%IndustrialsSPYDSPDR Portfolio S&P 500 High Dividend ETF$421,9790.0%9,7590.1%ETFVGTVanguard Information Technology ETF$409,144$24,250 ▼-5.6%6580.1%ETFRFRegions Financial$397,8640.0%16,9160.1%FinanceFidelity Covington Trust$395,1480.0%11,1750.1%ENHANCED LARGEAMGNAmgen$375,322$81,320 ▼-17.8%1,4400.1%MedicalSIVRAberdeen Standard Physical Silver Shares ETF$372,1950.0%13,5000.1%ETFIDViShares International Select Dividend ETF$367,7130.0%13,4300.1%ETFABBVAbbVie$357,8880.0%2,0140.1%MedicalMCHPMicrochip Technology$352,9900.0%6,1550.1%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$334,405$334,405 ▲New Holding6,9930.0%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$332,135$185,772 ▲126.9%5,8910.0%ETFMGEEMGE Energy$307,1550.0%3,2690.0%UtilitiesIJTiShares S&P Small-Cap 600 Growth ETF$306,6130.0%2,2650.0%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$301,013$60,203 ▲25.0%3,7500.0%ETFIBMInternational Business Machines$290,176$25,061 ▼-7.9%1,3200.0%Computer and TechnologyFREYR BATTERY INC$290,1430.0%1,035,4840.0%*W EXP 07/09/202REGNRegeneron Pharmaceuticals$284,9320.0%4000.0%MedicalBSVVanguard Short-Term Bond ETF$278,3270.0%3,6020.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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