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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 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
BRK.B | Berkshire Hathaway Inc | 13,051 | 6,950.7 | -4.77% | 5.050 | -0.21% | 0.000 | -8.19% | +5.48% | 1,030,137.3 | Insurance | |
MSFT | Microsoft Corp | 15,769 | 5,919.5 | -0.62% | 4.300 | -0.03% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
BRK.A | Berkshire Hathaway Inc | 7 | 5,589.1 | 0% | 4.060 | 0% | 0.000 | -8.37% | +4.96% | 1,030,137.3 | Insurance | |
GOOGL | Alphabet Inc | 23,529 | 3,638.5 | +2.55% | 2.640 | +0.07% | 0.000 | +26.47% | +1.32% | 2,326,066.7 | Interactive Media | |
AFL | Aflac Inc | 32,561 | 3,620.5 | -3.45% | 2.630 | -0.08% | 0.010 | -4.66% | +0.39% | 55,524.2 | Insurance | |
ORCL | Oracle Corp | 23,477 | 3,282.3 | +0.09% | 2.390 | 0% | 0.000 | +87.53% | +44.06% | 668,811.2 | Software | |
TMO | Thermo Fisher Scientific Inc | 6,527 | 3,247.8 | -1.82% | 2.360 | -0.04% | 0.000 | -1.53% | -17.65% | 161,423.9 | Medical Diagnostics & Research | |
XOM | Exxon Mobil Corp | 27,097 | 3,222.7 | -15.50% | 2.340 | -0.37% | 0.000 | +1.14% | +2.74% | 467,768.2 | Oil & Gas | |
WMT | Walmart Inc | 35,683 | 3,132.6 | -5.09% | 2.280 | -0.12% | 0.000 | +1.30% | +6.64% | 764,923.1 | 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 | $130.55 | 9.10% | 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 | $57.15 | -1.91% | 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 | $51.04 | -1.60% | Sold Out | 0 | -10,805 | |
XOM | Exxon Mobil Corp | 2025-03-31 | Reduce Reduce | -0.37% | 105.44 ($110.59) 118.93 | $108.54 | -1.85% | 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 | $46.16 | 0.04% | Sold Out | 0 | -9,439 | |
LRCX | Lam Research Corp | 2025-03-31 | Add Add | +0.23% | 72.44 ($78.75) 89.02 | $97.69 | 24.05% | Add 60.34% | 11,716 | 4,409 | |
NKE | Nike Inc | 2025-03-31 | Add Add | +0.23% | 63.29 ($73.61) 81.72 | $75.39 | 2.42% | 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 | $150.04 | -4.15% | Sold Out | 0 | -2,129 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Reduce Reduce | -0.21% | 442.66 ($486.15) 534.52 | $478.13 | -1.65% | 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 | $48.02 | -17.62% | Sold Out | 0 | -5,022 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ Total Holding History ($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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