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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 | +4.64% | -14.41% | 3,193,578.3 | Hardware | |
BRK.B | Berkshire Hathaway Inc | 13,051 | 6,950.7 | -4.77% | 5.050 | -0.21% | 0.000 | -8.40% | +6.46% | 1,039,681.8 | Insurance | |
MSFT | Microsoft Corp | 15,769 | 5,919.5 | -0.62% | 4.300 | -0.03% | 0.000 | +35.00% | +20.15% | 3,749,644.1 | Software | |
BRK.A | Berkshire Hathaway Inc | 7 | 5,589.1 | 0% | 4.060 | 0% | 0.000 | -8.23% | +6.31% | 1,043,327.0 | Insurance | |
GOOGL | Alphabet Inc | 23,529 | 3,638.5 | +2.55% | 2.640 | +0.07% | 0.000 | +22.66% | +0.78% | 2,313,666.9 | Interactive Media | |
AFL | Aflac Inc | 32,561 | 3,620.5 | -3.45% | 2.630 | -0.08% | 0.010 | -4.62% | +0.54% | 55,605.3 | Insurance | |
ORCL | Oracle Corp | 23,477 | 3,282.3 | +0.09% | 2.390 | 0% | 0.000 | +84.28% | +46.19% | 678,712.4 | Software | |
TMO | Thermo Fisher Scientific Inc | 6,527 | 3,247.8 | -1.82% | 2.360 | -0.04% | 0.000 | +8.90% | -9.57% | 177,252.3 | Medical Diagnostics & Research | |
XOM | Exxon Mobil Corp | 27,097 | 3,222.7 | -15.50% | 2.340 | -0.37% | 0.000 | +3.29% | +4.02% | 473,586.2 | Oil & Gas | |
WMT | Walmart Inc | 35,683 | 3,132.6 | -5.09% | 2.280 | -0.12% | 0.000 | +0.98% | +6.42% | 763,406.8 | 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 | $132.05 | 10.35% | 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 | $57.24 | -1.75% | 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 | $50.98 | -1.73% | Sold Out | 0 | -10,805 | |
XOM | Exxon Mobil Corp | 2025-03-31 | Reduce Reduce | -0.37% | 105.44 ($110.59) 118.93 | $109.89 | -0.63% | 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 | $46.31 | 0.37% | Sold Out | 0 | -9,439 | |
LRCX | Lam Research Corp | 2025-03-31 | Add Add | +0.23% | 72.44 ($78.75) 89.02 | $96.88 | 23.02% | Add 60.34% | 11,716 | 4,409 | |
NKE | Nike Inc | 2025-03-31 | Add Add | +0.23% | 63.29 ($73.61) 81.72 | $76.88 | 4.44% | 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 | $152.94 | -2.30% | Sold Out | 0 | -2,129 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Reduce Reduce | -0.21% | 442.66 ($486.15) 534.52 | $482.56 | -0.74% | 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 | $48.96 | -16.01% | Sold Out | 0 | -5,022 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ Total Holding History ($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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