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SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/13F | |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | |
| Last update 2025-05-20 | 88 Stocks (2 new) |
| Value $138.00 Mil | Turnover 2 % |
SECURITY NATIONAL BANK OF SIOU... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 31,384 | 6,971.3 | -0.01% | 5.070 | 0% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
BRK.B | Berkshire Hathaway Inc | 13,051 | 6,950.7 | -4.77% | 5.050 | -0.21% | 0.000 | -9.60% | +6.03% | 1,036,369.2 | Insurance | |
MSFT | Microsoft Corp | 15,769 | 5,919.5 | -0.62% | 4.300 | -0.03% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
BRK.A | Berkshire Hathaway Inc | 7 | 5,589.1 | 0% | 4.060 | 0% | 0.000 | -8.96% | +6.58% | 1,044,459.9 | Insurance | |
GOOGL | Alphabet Inc | 23,529 | 3,638.5 | +2.55% | 2.640 | +0.07% | 0.000 | +20.80% | +1.76% | 2,333,192.1 | Interactive Media | |
AFL | Aflac Inc | 32,561 | 3,620.5 | -3.45% | 2.630 | -0.08% | 0.010 | -5.61% | +0.15% | 55,389.1 | Insurance | |
ORCL | Oracle Corp | 23,477 | 3,282.3 | +0.09% | 2.390 | 0% | 0.000 | +76.97% | +46.92% | 682,068.9 | Software | |
TMO | Thermo Fisher Scientific Inc | 6,527 | 3,247.8 | -1.82% | 2.360 | -0.04% | 0.000 | +11.45% | -8.52% | 179,320.9 | Medical Diagnostics & Research | |
XOM | Exxon Mobil Corp | 27,097 | 3,222.7 | -15.50% | 2.340 | -0.37% | 0.000 | +2.93% | +4.87% | 477,464.9 | Oil & Gas | |
WMT | Walmart Inc | 35,683 | 3,132.6 | -5.09% | 2.280 | -0.12% | 0.000 | +1.04% | +7.47% | 770,908.4 | Retail - Defensive |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/'s Historical Top Holdings Breakdowns
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VT | Vanguard Total World Stock ETF | 2025-03-31 | Sold Out Sold Out | -0.76% | 115.08 ($119.66) 123.97 | $131.70 | 10.06% | Sold Out | 0 | -9,221 | |
JEPI | JPMorgan Equity Premium Income ETF | 2025-03-31 | New Buy New Buy | +0.41% | 56.17 ($58.26) 59.71 | $57.17 | -1.87% | New holding | 9,845 | 9,845 | |
MUNI |
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
| 2025-03-31 | Sold Out Sold Out | -0.39% | 51.26 ($51.87) 52.53 | $50.95 | -1.77% | Sold Out | 0 | -10,805 | |
XOM | Exxon Mobil Corp | 2025-03-31 | Reduce Reduce | -0.37% | 105.44 ($110.59) 118.93 | $110.79 | 0.18% | Reduce -15.5% | 27,097 | -4,971 | |
USB | U.S. Bancorp | 2025-03-31 | Sold Out Sold Out | -0.32% | 40.92 ($46.14) 50.9 | $46.06 | -0.17% | Sold Out | 0 | -9,439 | |
LRCX | Lam Research Corp | 2025-03-31 | Add Add | +0.23% | 72.44 ($78.75) 89.02 | $97.78 | 24.17% | Add 60.34% | 11,716 | 4,409 | |
NKE | Nike Inc | 2025-03-31 | Add Add | +0.23% | 63.29 ($73.61) 81.72 | $75.42 | 2.46% | Add 19.97% | 30,224 | 5,031 | |
CVX | Chevron Corp | 2025-03-31 | Sold Out Sold Out | -0.22% | 146.71 ($156.54) 167.97 | $155.83 | -0.45% | Sold Out | 0 | -2,129 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Reduce Reduce | -0.21% | 442.66 ($486.15) 534.52 | $480.60 | -1.14% | Reduce -4.77% | 13,051 | -654 | |
BMY | Bristol-Myers Squibb Co | 2025-03-31 | Sold Out Sold Out | -0.20% | 53.9 ($58.29) 63.11 | $48.94 | -16.04% | Sold Out | 0 | -5,022 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ Total Holding History ($B)
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/'s Asset Allocation
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/'s Hypothetical Growth since 2025-03-31
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/'s Holdings Heat Map
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SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/'s Holdings Bubble Chart
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ News
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