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Security National Bank13F | |
| Security National Bank | |
| Last update 2025-07-10 | 315 Stocks (13 new) |
| Value $578.00 Mil | Turnover 5 % |
Security National Bank Top Holdings of 2025-06-30
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 465,408 | 73,529.8 | -3.34% | 12.730 | -0.33% | 0.000 | +76.86% | +27.64% | 4,179,539.5 | Semiconductors | |
BRK.A | Berkshire Hathaway Inc | 62 | 45,185.6 | 0% | 7.820 | 0% | 0.000 | -6.51% | +4.42% | 1,023,127.5 | Insurance | |
BRK.B | Berkshire Hathaway Inc | 66,453 | 32,280.9 | +2.15% | 5.590 | +0.12% | 0.000 | -6.41% | +4.66% | 1,023,127.5 | Insurance | |
MSFT | Microsoft Corp | 48,692 | 24,219.9 | -0.80% | 4.190 | -0.03% | 0.000 | +42.29% | +21.48% | 3,791,043.3 | Software | |
AAPL | Apple Inc | 110,858 | 22,744.7 | -4.96% | 3.940 | -0.24% | 0.000 | +10.15% | -14.95% | 3,173,564.3 | Hardware | |
MUSA | Murphy USA Inc | 52,675 | 21,428.2 | -1.01% | 3.710 | -0.05% | 0.270 | -15.44% | -15.67% | 8,343.0 | Retail - Cyclical | |
AMZN | Amazon.com Inc | 73,769 | 16,184.2 | -0.83% | 2.800 | -0.02% | 0.000 | +37.04% | +4.52% | 2,434,329.6 | Retail - Cyclical | |
PANW | Palo Alto Networks Inc | 77,831 | 15,927.3 | +0.41% | 2.760 | +0.01% | 0.010 | +24.89% | +9.85% | 133,280.0 | Software | |
V | Visa Inc | 38,825 | 13,784.8 | +0.39% | 2.390 | +0.01% | 0.000 | +9.82% | +11.41% | 685,561.4 | Credit Services | |
TIPX | SPDR Bloomberg 1-10 Year TIPS ETF | 600,823 | 11,499.8 | -4.58% | 1.990 | -0.10% | 0.690 | +1.06% | +3.57% | 1,740.7 |
Security National Bank's Historical Top Holdings Breakdowns
Security National Bank'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
UNH | UnitedHealth Group Inc | 2025-06-30 | Reduce Reduce | -1.10% | 274.35 ($384.44) 599.47 | $282.14 | -26.61% | Reduce -64.04% | 6,213 | -11,065 | |
OUNZ | VanEck Merk Gold ETF | 2025-06-30 | Add Add | +0.96% | 28.68 ($31.65) 33.09 | $32.75 | 3.48% | Add 348.25% | 225,509 | 175,200 | |
JPST | JPMorgan Ultra-Short Income ETF | 2025-06-30 | Add Add | +0.78% | 50.36 ($50.51) 50.68 | $50.60 | 0.18% | Add 11196.73% | 89,922 | 89,126 | |
RTX | RTX Corp | 2025-06-30 | Add Add | +0.68% | 113.75 ($133.23) 148.48 | $151.56 | 13.76% | Add 120.39% | 49,033 | 26,785 | |
MRK | Merck & Co Inc | 2025-06-30 | Reduce Reduce | -0.46% | 73.47 ($79.65) 89.76 | $79.31 | -0.43% | Reduce -92.9% | 2,060 | -26,965 | |
PEP | PepsiCo Inc | 2025-06-30 | Reduce Reduce | -0.43% | 128.02 ($134.95) 151.37 | $141.70 | 5.00% | Reduce -69.73% | 6,636 | -15,285 | |
ABT | Abbott Laboratories | 2025-06-30 | Add Add | +0.34% | 123.95 ($131.88) 138.08 | $124.42 | -5.66% | Add 441.55% | 17,698 | 14,430 | |
NVDA | NVIDIA Corp | 2025-06-30 | Reduce Reduce | -0.33% | 94.31 ($125.57) 157.99 | $171.38 | 36.48% | Reduce -3.34% | 465,408 | -16,069 | |
PG | Procter & Gamble Co | 2025-06-30 | Add Add | +0.31% | 157.66 ($163.33) 172.39 | $155.03 | -5.08% | Add 1630.16% | 11,990 | 11,297 | |
GXO | GXO Logistics Inc | 2025-06-30 | Add Add | +0.26% | 31.53 ($39.83) 49.1 | $50.29 | 26.26% | Add 57.64% | 84,550 | 30,914 |
Security National Bank Total Holding History ($B)
Security National Bank's Asset Allocation
Security National Bank Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Security National Bank's Hypothetical Growth since 2025-06-30
Security National Bank's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Security National Bank's Holdings Heat Map
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Security National Bank's Holdings Bubble Chart
Security National Bank News
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