- New Purchases: 6D81, FRC,
- Added Positions: BRK.B, NVDA, HTBK, EOG, BA, AMGN, AMZN, BR, RCL, IBTX, UNH, ABCB, LOW, CB, LMT, MRK, ROST, JNJ, SPY, TXN, CL, ZTS, PANW, ABBV, HON, ADBE, DE, RMD, NEE, IJH, TRMB,
- Reduced Positions: SIVB, NKE, ATVI, DIS, VTI,
- Sold Out: DOW, KAR, SH, MMM,
For the details of Security National Bank's stock buys and sells, go to https://www.gurufocus.com/guru/security+national+bank/current-portfolio/portfolioportfolio
These are the top 5 holdings of Security National Bank- Apple Inc (AAPL) - 82,330 shares, 8.08% of the total portfolio. Shares added by 0.57%
- Berkshire Hathaway Inc (BRK.B) - 71,627 shares, 7.58% of the total portfolio. Shares added by 1.82%
- Microsoft Corp (MSFT) - 51,937 shares, 3.45% of the total portfolio. Shares added by 0.58%
- Union Pacific Corp (UNP) - 39,241 shares, 3.29% of the total portfolio. Shares added by 0.17%
- Amazon.com Inc (AMZN) - 3,314 shares, 3.11% of the total portfolio. Shares added by 2.60%
Security National Bank initiated holding in DuPont de Nemours Inc. The purchase prices were between $58.22 and $146.52, with an estimated average price of $85.68. The stock is now traded at around $64.03. The impact to a portfolio due to this purchase was 1.46%. The holding were 39,208 shares as of .
New Purchase: First Republic Bank (FRC)Security National Bank initiated holding in First Republic Bank. The purchase prices were between $95.27 and $106.36, with an estimated average price of $100.76. The stock is now traded at around $96.61. The impact to a portfolio due to this purchase was 0.32%. The holding were 6,630 shares as of .
Added: SPDR S&P 500 (SPY)Security National Bank added to a holding in SPDR S&P 500 by 42.15%. The purchase prices were between $274.57 and $295.86, with an estimated average price of $287.91. The stock is now traded at around $297.84. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,123 shares as of .
Sold Out: Dow Inc (DOW)Security National Bank sold out a holding in Dow Inc. The sale prices were between $46.76 and $59.71, with an estimated average price of $52.82.
Sold Out: KAR Auction Services Inc (KAR)Security National Bank sold out a holding in KAR Auction Services Inc. The sale prices were between $19.69 and $25, with an estimated average price of $21.53.
Sold Out: ProShares Short S&P500 (SH)Security National Bank sold out a holding in ProShares Short S&P500. The sale prices were between $26.6 and $28.62, with an estimated average price of $27.24.
Sold Out: 3M Co (MMM)Security National Bank sold out a holding in 3M Co. The sale prices were between $159.75 and $219.5, with an estimated average price of $184.37.
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
