Security National Bank Of Sioux City Iowa /Ia/ Top Holdings and 13F Report (2025) About Security National Bank Of Sioux City Iowa /Ia/Investment ActivitySecurity National Bank Of Sioux City Iowa /Ia/ has $142.87 million in total holdings as of December 31, 2024.Security National Bank Of Sioux City Iowa /Ia/ owns shares of 92 different stocks, but just 45 companies or ETFs make up 80% of its holdings.Approximately 3.74% of the portfolio was purchased this quarter.About 14.44% of the portfolio was sold this quarter.This quarter, Security National Bank Of Sioux City Iowa /Ia/ has purchased 105 new stocks and bought additional shares in 2 stocks.Security National Bank Of Sioux City Iowa /Ia/ sold shares of 63 stocks and completely divested from 19 stocks this quarter.Largest Holdings Apple $7,860,183Microsoft $6,688,362Berkshire Hathaway $6,212,203Berkshire Hathaway $4,766,440Alphabet $4,343,110 Largest New Holdings this Quarter TE CONNECTIVITY PLC $2,004,010 HoldingVanguard Total World Stock ETF $1,083,283 HoldingPIMCO Intermediate Municipal Bond Exchange-Traded Fund $558,943 HoldingLAM RESEARCH CORPORATION $527,784 HoldingAMENTUM HOLDINGS INC $321,107 Holding Largest Purchases this Quarter TE CONNECTIVITY PLC 14,017 shares (about $2.00M)Vanguard Total World Stock ETF 9,221 shares (about $1.08M)PIMCO Intermediate Municipal Bond Exchange-Traded Fund 10,805 shares (about $558.94K)LAM RESEARCH CORPORATION 7,307 shares (about $527.78K)JPMorgan Chase & Co. 1,994 shares (about $477.98K) Largest Sales this Quarter AbbVie 6,116 shares (about $1.09M)Exxon Mobil 7,376 shares (about $793.44K)NVIDIA 4,320 shares (about $580.13K)Nucor 3,607 shares (about $420.97K)Johnson & Johnson 2,099 shares (about $303.56K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSecurity National Bank Of Sioux City Iowa /Ia/ Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$7,860,183$194,576 ▼-2.4%31,3885.5%Computer and TechnologyMSFTMicrosoft$6,688,362$222,974 ▼-3.2%15,8684.7%Computer and TechnologyBRK.BBerkshire Hathaway$6,212,203$15,865 ▼-0.3%13,7054.3%FinanceBRK.ABerkshire Hathaway$4,766,4400.0%73.3%FinanceGOOGLAlphabet$4,343,110$189,489 ▼-4.2%22,9433.0%Computer and TechnologyORCLOracle$3,908,708$25,829 ▼-0.7%23,4562.7%Computer and TechnologyAFLAflac$3,488,411$15,826 ▼-0.5%33,7242.4%FinanceTMOThermo Fisher Scientific$3,458,489$36,936 ▼-1.1%6,6482.4%MedicalXOMExxon Mobil$3,449,555$793,436 ▼-18.7%32,0682.4%Oils/EnergyWMTWalmart$3,396,979$81,586 ▼-2.3%37,5982.4%Retail/WholesaleQCOMQUALCOMM$2,928,458$70,358 ▼-2.3%19,0632.0%Computer and TechnologyADPAutomatic Data Processing$2,788,253$36,299 ▼-1.3%9,5252.0%Business ServicesBAHBooz Allen Hamilton$2,584,554$8,237 ▼-0.3%20,0821.8%Business ServicesLDOSLeidos$2,529,262$11,237 ▼-0.4%17,5571.8%AerospaceDLRDigital Realty Trust$2,525,002$17,910 ▼-0.7%14,2391.8%FinanceHDHome Depot$2,470,087$125,644 ▼-4.8%6,3501.7%Retail/WholesaleABBVAbbVie$2,401,971$1,086,813 ▼-31.2%13,5171.7%MedicalCMICummins$2,317,144$16,036 ▼-0.7%6,6471.6%Auto/Tires/TrucksJNJJohnson & Johnson$2,156,718$303,557 ▼-12.3%14,9131.5%MedicalGISGeneral Mills$2,139,994$1,658 ▼-0.1%33,5581.5%Consumer StaplesDHRDanaher$2,132,979$10,559 ▼-0.5%9,2921.5%MedicalSTTState Street$2,115,231$10,306 ▼-0.5%21,5511.5%FinanceJJacobs Solutions$2,040,244$14,030 ▼-0.7%15,2691.4%Business ServicesTE CONNECTIVITY PLC$2,004,010$2,004,010 ▲New Holding14,0171.4%COMMON STOCKUNPUnion Pacific$1,966,845$8,209 ▼-0.4%8,6251.4%TransportationORealty Income$1,945,300$26,972 ▼-1.4%36,4221.4%FinanceCTSHCognizant Technology Solutions$1,909,965$9,689 ▼-0.5%24,8371.3%Computer and TechnologyNKENIKE$1,906,354$26,712 ▼-1.4%25,1931.3%Consumer DiscretionaryABTAbbott Laboratories$1,893,122$6,334 ▼-0.3%16,7371.3%MedicalLINDE PLC$1,813,679$15,072 ▼-0.8%4,3321.3%COMMON STOCKVZVerizon Communications$1,798,870$90,857 ▼-4.8%44,9831.3%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$1,786,9380.0%37,3681.3%ETFNUENucor$1,731,043$420,973 ▼-19.6%14,8321.2%Basic MaterialsTROWT. Rowe Price Group$1,669,321$3,167 ▼-0.2%14,7611.2%FinanceWABWestinghouse Air Brake Technologies$1,652,466$8,532 ▼-0.5%8,7161.2%TransportationJPMJPMorgan Chase & Co.$1,636,501$477,982 ▲41.3%6,8271.1%FinanceCMCSAComcast$1,583,240$12,160 ▼-0.8%42,1861.1%Consumer DiscretionaryVERALTO CORPORATION$1,581,628$9,268 ▼-0.6%15,5291.1%COMMON STOCKPYPLPayPal$1,512,317$33,457 ▼-2.2%17,7191.1%Computer and TechnologyRTXRTX$1,462,353$6,596 ▼-0.4%12,6371.0%AerospaceCLColgate-Palmolive$1,460,741$5,364 ▼-0.4%16,0681.0%Consumer StaplesPRUPrudential Financial$1,435,754$8,297 ▼-0.6%12,1131.0%FinancePEPPepsiCo$1,407,620$121,040 ▼-7.9%9,2571.0%Consumer StaplesSNASnap-on$1,358,599$8,826 ▼-0.6%4,0021.0%Consumer DiscretionaryTGTTarget$1,322,331$4,055 ▼-0.3%9,7820.9%Retail/WholesaleTSNTyson Foods$1,303,3710.0%22,6910.9%Consumer StaplesEAElectronic Arts$1,269,006$11,997 ▼-0.9%8,6740.9%Consumer DiscretionarySLBSchlumberger$1,264,415$1,380 ▼-0.1%32,9790.9%Oils/EnergyNVDANVIDIA$1,251,583$580,133 ▼-31.7%9,3200.9%Computer and TechnologyOXYOccidental Petroleum$1,240,5860.0%25,1080.9%Oils/EnergyIBBiShares Biotechnology ETF$1,221,224$3,966 ▼-0.3%9,2370.9%FinanceITWIllinois Tool Works$1,220,637$48,683 ▼-3.8%4,8140.9%Industrial ProductsTKRTimken$1,192,950$3,569 ▼-0.3%16,7150.8%Computer and TechnologyIPInternational Paper$1,189,853$5,920 ▼-0.5%22,1080.8%Basic MaterialsVTVanguard Total World Stock ETF$1,083,283$1,083,283 ▲New Holding9,2210.8%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,043,3350.0%10,3980.7%ETFKOCoca-Cola$1,022,620$12,763 ▼-1.2%16,4250.7%Consumer StaplesKMBKimberly-Clark$912,169$3,276 ▼-0.4%6,9610.6%Consumer StaplesFTVFortive$885,675$2,625 ▼-0.3%11,8090.6%Computer and TechnologyBNDVanguard Total Bond Market ETF$685,734$16,899 ▼-2.4%9,5360.5%ETFETEnergy Transfer$643,0420.0%32,8250.5%Oils/EnergyMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$558,943$558,943 ▲New Holding10,8050.4%ETFLMTLockheed Martin$547,1680.0%1,1260.4%AerospaceLAM RESEARCH CORPORATION$527,784$527,784 ▲New Holding7,3070.4%COMMON STOCKUSBU.S. Bancorp$451,4670.0%9,4390.3%FinanceMETAMeta Platforms$399,3180.0%6820.3%Computer and TechnologyJNKSPDR Bloomberg High Yield Bond ETF$376,534$1,432 ▼-0.4%3,9440.3%FinanceEPDEnterprise Products Partners$370,4870.0%11,8140.3%Oils/EnergySUNSunoco$360,0800.0%7,0000.3%Oils/EnergyFIFiserv$355,377$4,108 ▼-1.1%1,7300.2%Business ServicesDVYiShares Select Dividend ETF$348,5750.0%2,6550.2%ETFORIOld Republic International$335,3000.0%9,2650.2%FinanceVUGVanguard Growth ETF$333,688$8,619 ▼-2.5%8130.2%ETFCATCaterpillar$327,9350.0%9040.2%Industrial ProductsVTVVanguard Value ETF$324,717$2,539 ▼-0.8%1,9180.2%ETFAMENTUM HOLDINGS INC$321,107$321,107 ▲New Holding15,2690.2%COMMON STOCKSPYSPDR S&P 500 ETF Trust$310,6220.0%5300.2%FinanceCVXChevron$308,3640.0%2,1290.2%Oils/EnergyMRKMerck & Co., Inc.$295,356$29,844 ▼-9.2%2,9690.2%MedicalBMYBristol-Myers Squibb$284,0440.0%5,0220.2%MedicalAMZNAmazon.com$270,947$184,288 ▼-40.5%1,2350.2%Retail/WholesaleVVisa$264,209$1,580 ▼-0.6%8360.2%Business ServicesVOOVanguard S&P 500 ETF$262,400$8,082 ▼-3.0%4870.2%ETFSCHDSchwab US Dividend Equity ETF$258,174$167,062 ▲183.4%9,4500.2%ETFDEDeere & Company$246,1700.0%5810.2%Industrial ProductsVWOVanguard FTSE Emerging Markets ETF$245,787$440 ▼-0.2%5,5810.2%ETFVBVanguard Small-Cap ETF$237,637$4,565 ▼-1.9%9890.2%ETFPGProcter & Gamble$236,387$16,765 ▼-6.6%1,4100.2%Consumer StaplesNNINelnet$224,3010.0%2,1000.2%FinancePAAPlains All American Pipeline$211,7920.0%12,4000.1%Oils/EnergyXLKTechnology Select Sector SPDR Fund$200,897$200,897 ▲New Holding8640.1%ETFNGLNGL Energy Partners$105,2890.0%21,1000.1%Oils/EnergyPGRProgressive$0$4,313,920 ▼-100.0%00.0%FinanceRLIRLI$0$1,567,158 ▼-100.0%00.0%FinanceTDToronto-Dominion Bank$0$1,528,488 ▼-100.0%00.0%FinancePMPhilip Morris International$0$1,238,159 ▼-100.0%00.0%Consumer StaplesIBMInternational Business Machines$0$1,029,348 ▼-100.0%00.0%Computer and TechnologySHELShell$0$755,128 ▼-100.0%00.0%Oils/EnergyPIIPolaris$0$729,183 ▼-100.0%00.0%Auto/Tires/TrucksBXBlackstone$0$627,833 ▼-100.0%00.0%FinanceShowing 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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