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SECURITY NATIONAL BANK OF SO DAK13F | |
| SECURITY NATIONAL BANK OF SO DAK | |
| Last update 2025-04-29 | 112 Stocks (9 new) |
| Value $177.00 Mil | Turnover 4 % |
SECURITY NATIONAL BANK OF SO D... 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 | 44,679 | 9,924.5 | +3.74% | 5.620 | +0.20% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
BRK.B | Berkshire Hathaway Inc | 16,209 | 8,632.6 | -0.02% | 4.880 | 0% | 0.000 | -8.52% | +7.00% | 1,046,283.1 | Insurance | |
MSFT | Microsoft Corp | 21,426 | 8,043.1 | +4.27% | 4.550 | +0.19% | 0.000 | +33.94% | +18.80% | 3,707,650.2 | Software | |
GOOGL | Alphabet Inc | 30,971 | 4,789.4 | +2.56% | 2.710 | +0.07% | 0.000 | +19.26% | -4.94% | 2,184,120.1 | Interactive Media | |
VT | Vanguard Total World Stock ETF | 40,555 | 4,702.4 | -27.68% | 2.660 | -1.02% | 0.010 | +16.02% | +11.37% | 43,829.2 | ||
ORCL | Oracle Corp | 31,973 | 4,470.1 | +0.98% | 2.530 | +0.02% | 0.000 | +73.56% | +43.28% | 666,592.2 | Software | |
TMO | Thermo Fisher Scientific Inc | 8,656 | 4,307.2 | -0.80% | 2.440 | -0.02% | 0.000 | -8.56% | -17.32% | 162,069.5 | Medical Diagnostics & Research | |
QCOM | Qualcomm Inc | 27,681 | 4,252.1 | +0.21% | 2.410 | 0% | 0.000 | +17.05% | +6.80% | 178,106.6 | Semiconductors | |
WMT | Walmart Inc | 47,247 | 4,147.8 | -1.67% | 2.350 | -0.04% | 0.000 | +12.99% | +9.43% | 784,953.9 | Retail - Defensive | |
AFL | Aflac Inc | 35,408 | 3,937.0 | -2.67% | 2.230 | -0.06% | 0.010 | -5.91% | +2.22% | 56,535.3 | Insurance |
SECURITY NATIONAL BANK OF SO DAK's Historical Top Holdings Breakdowns
SECURITY NATIONAL BANK OF SO DAK'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 | Reduce Reduce | -1.02% | 115.08 ($119.66) 123.97 | $129.79 | 8.47% | Reduce -27.68% | 40,555 | -15,525 | |
JEPI | JPMorgan Equity Premium Income ETF | 2025-03-31 | New Buy New Buy | +0.66% | 56.17 ($58.26) 59.71 | $56.96 | -2.23% | New holding | 20,435 | 20,435 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | Reduce Reduce | -0.34% | 47.4 ($50.6) 52.99 | $57.22 | 13.08% | Reduce -37.61% | 21,150 | -12,751 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.24% | 106.98 ($126.74) 149.43 | $159.34 | 25.72% | Add 24.12% | 20,544 | 3,992 | |
META | Meta Platforms Inc | 2025-03-31 | New Buy New Buy | +0.23% | 576.36 ($645.17) 736.67 | $719.01 | 11.45% | New holding | 719 | 719 | |
AAPL | Apple Inc | 2025-03-31 | Add Add | +0.20% | 209.68 ($231.67) 247.1 | $213.55 | -7.82% | Add 3.74% | 44,679 | 1,611 | |
XLE | The Energy Select Sector SPDR Fund | 2025-03-31 | Sold Out Sold Out | -0.20% | 85.7 ($90.17) 93.96 | $87.03 | -3.48% | Sold Out | 0 | -4,260 | |
AMZN | Amazon.com Inc | 2025-03-31 | Add Add | +0.19% | 190.26 ($217) 242.06 | $223.41 | 2.95% | Add 34.09% | 6,777 | 1,723 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +0.19% | 375.39 ($407.71) 447.2 | $498.84 | 22.35% | Add 4.27% | 21,426 | 878 | |
TSLA | Tesla Inc | 2025-03-31 | New Buy New Buy | +0.18% | 222.15 ($333.26) 428.22 | $315.35 | -5.37% | New holding | 1,198 | 1,198 |
SECURITY NATIONAL BANK OF SO DAK Total Holding History ($B)
SECURITY NATIONAL BANK OF SO DAK's Asset Allocation
SECURITY NATIONAL BANK OF SO DAK Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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SECURITY NATIONAL BANK OF SO DAK's Hypothetical Growth since 2025-03-31
SECURITY NATIONAL BANK OF SO DAK's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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SECURITY NATIONAL BANK OF SO DAK's Holdings Heat Map
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SECURITY NATIONAL BANK OF SO DAK's Holdings Bubble Chart
SECURITY NATIONAL BANK OF SO DAK News
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