- New Purchases: CRM, SIVB, IYM,
- Added Positions: SH, DIS, ABCB, HTBK, ATVI, AMZN, V, TXN, ADBE, ZTS, SEDG, CL, BR, BA, HON, MRK, PEP, RCL, CB, TRMB, ARE, IAA, JNJ, NEE, PANW,
- Reduced Positions: AAPL, DD, VOO, ABBV, MSFT, CVX, DE, HD, VMI, MA, MCHP,
- Sold Out: EOG, BKH, VTI, CTL,
For the details of Security National Bank's stock buys and sells, go to https://www.gurufocus.com/guru/security+national+bank/current-portfolio/portfolio
These are the top 5 holdings of Security National Bank- Berkshire Hathaway Inc (BRK.B) - 72,552 shares, 7.32% of the total portfolio. Shares added by 0.23%
- Apple Inc (AAPL) - 37,271 shares, 4.88% of the total portfolio. Shares reduced by 54.93%
- Microsoft Corp (MSFT) - 51,728 shares, 3.64% of the total portfolio. Shares reduced by 1.16%
- Union Pacific Corp (UNP) - 40,193 shares, 3.24% of the total portfolio. Shares added by 0.13%
- NVIDIA Corp (NVDA) - 30,439 shares, 3.19% of the total portfolio. Shares reduced by 0.7%
Security National Bank initiated holding in Salesforce.com Inc. The purchase prices were between $142.33 and $164.98, with an estimated average price of $157.07. The stock is now traded at around $188.34. The impact to a portfolio due to this purchase was 0.65%. The holding were 9,001 shares as of .
New Purchase: SVB Financial Group (SIVB)Security National Bank initiated holding in SVB Financial Group. The purchase prices were between $188.33 and $254.21, with an estimated average price of $228.32. The stock is now traded at around $254.73. The impact to a portfolio due to this purchase was 0.52%. The holding were 4,608 shares as of .
New Purchase: iShares U.S. Basic Materials ETF (IYM)Security National Bank initiated holding in iShares U.S. Basic Materials ETF. The purchase prices were between $86.59 and $97.94, with an estimated average price of $93.51. The stock is now traded at around $94.03. The impact to a portfolio due to this purchase was 0.38%. The holding were 8,642 shares as of .
Added: ProShares Short S&P500 (SH)Security National Bank added to a holding in ProShares Short S&P500 by 156.77%. The purchase prices were between $23.92 and $26.93, with an estimated average price of $25.2. The stock is now traded at around $23.49. The impact to a portfolio due to this purchase was 0.44%. The holding were 67,018 shares as of .
Sold Out: EOG Resources Inc (EOG)Security National Bank sold out a holding in EOG Resources Inc. The sale prices were between $64.44 and $83.81, with an estimated average price of $73.43.
Sold Out: Black Hills Corp (BKH)Security National Bank sold out a holding in Black Hills Corp. The sale prices were between $74.08 and $79.44, with an estimated average price of $77.07.
Sold Out: Vanguard Total Stock Market ETF (VTI)Security National Bank sold out a holding in Vanguard Total Stock Market ETF. The sale prices were between $146.61 and $164.29, with an estimated average price of $156.97.
Sold Out: CenturyLink Inc (CTL)Security National Bank sold out a holding in CenturyLink Inc. The sale prices were between $11.35 and $15.22, with an estimated average price of $13.44.
Here is the complete portfolio of Security National Bank. Also check out:
1. Security National Bank's Undervalued Stocks
2. Security National Bank's Top Growth Companies, and
3. Security National Bank's High Yield stocks
4. Stocks that Security National Bank keeps buying
