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Security National Bank Of Sioux City Iowa

Latest statistics and disclosures from Security National Bank Of Sioux City Iowa's latest quarterly 13F-HR filing:

Top 5 stock holdings are MSFT, BRK.B, AAPL, BRK.A, XOM, and represent 19.20% of Security National Bank Of Sioux City Iowa's stock portfolio.
Added to shares of these 10 stocks: ABT, WMT, PYPL, O, TROW, NKE, AAPL, STT, GOOGL, PII.
Reduced shares in these 10 stocks: VB, VEA, VWO, , MSFT, TSN, XOM, BRK.B, DHR, V.
Sold out of its position in MUNI.
Security National Bank Of Sioux City Iowa was a net seller of stock by $-555k.
Security National Bank Of Sioux City Iowa has $142M in assets under management (AUM), dropping by 7.07%.
Central Index Key (CIK): 0000894309

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Portfolio Holdings for Security National Bank Of Sioux City Iowa

Security National Bank Of Sioux City Iowa holds 90 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corp Common Stock (MSFT)	5.0	$7.0M	-3%	17k	420.72	View chart
Berkshire Hathaway Inc Del Cl Common Stock (BRK.B)	4.2	$5.9M	-2%	14k	420.52	View chart
Apple Common Stock (AAPL)	4.0	$5.7M	+3%	33k	171.48	View chart
Berkshire Hathaway Inc Del Cl Common Stock (BRK.A)	3.1	$4.4M		7.00	634440.00	View chart
Exxon Mobil Corp Common Stock (XOM)	2.9	$4.1M	-4%	36k	116.24	View chart
Thermo Fisher Scientific Common Stock (TMO)	2.9	$4.1M		7.1k	581.21	View chart
Alphabet Inc Cl A Common Stock (GOOGL)	2.6	$3.7M	+4%	24k	150.93	View chart
Qualcomm Common Stock (QCOM)	2.4	$3.4M	-2%	20k	169.30	View chart
Oracle Corp Common Stock (ORCL)	2.2	$3.1M	-4%	24k	125.61	View chart
Booz Allen Hamilton Holding Common Stock (BAH)	2.1	$3.0M	-2%	20k	148.44	View chart
Nucor Corp Common Stock (NUE)	2.1	$3.0M	-2%	15k	197.90	View chart
Aflac Common Stock (AFL)	2.1	$2.9M	-2%	34k	85.86	View chart
Home Depot Common Stock (HD)	1.8	$2.6M		6.8k	383.60	View chart
Nike Inc Cl B Common Stock (NKE)	1.8	$2.5M	+9%	27k	93.98	View chart
Abbvie Common Stock (ABBV)	1.8	$2.5M		14k	182.10	View chart
Johnson & Johnson Common Stock (JNJ)	1.7	$2.5M		16k	158.19	View chart
Jacobs Solutions Common Stock (J)	1.7	$2.5M	-2%	16k	153.73	View chart
Automatic Data Processing Common Stock (ADP)	1.7	$2.4M		9.8k	249.74	View chart
Leidos Holdings Common Stock (LDOS)	1.7	$2.4M	-3%	18k	131.09	View chart
International Business Machs C Common Stock (IBM)	1.7	$2.4M	-4%	13k	190.96	View chart
Danaher Corp Common Stock (DHR)	1.7	$2.4M	-6%	9.5k	249.72	View chart
Walmart Common Stock (WMT)	1.7	$2.4M	+191%	39k	60.17	View chart
Union Pac Corp Common Stock (UNP)	1.6	$2.2M	-4%	9.0k	245.93	View chart
Linde Common Stock (LIN)	1.5	$2.2M	-3%	4.7k	464.32	View chart
Digital Rlty Tr Common Stock (DLR)	1.5	$2.1M	-2%	14k	144.04	View chart
Realty Income Corp Common Stock (O)	1.4	$2.0M	+18%	37k	54.10	View chart
Cummins Common Stock (CMI)	1.4	$2.0M	-2%	6.6k	294.65	View chart
Abbott Labs Common Stock (ABT)	1.4	$1.9M	+18826%	17k	113.66	View chart
Verizon Communications Common Stock (VZ)	1.4	$1.9M	-3%	46k	41.96	View chart
Vanguard Ftse Developed Mkts E Other (VEA)	1.3	$1.9M	-28%	38k	50.17	View chart
Schlumberger Common Stock (SLB)	1.3	$1.8M		34k	54.81	View chart
Pepsico Common Stock (PEP)	1.3	$1.8M		11k	175.01	View chart
T Rowe Price Group Common Stock (TROW)	1.3	$1.8M	+15%	15k	121.92	View chart
Comcast Corp New Cl A Common Stock (CMCSA)	1.3	$1.8M		42k	43.35	View chart
Cognizant Technology Solutions Common Stock (CTSH)	1.3	$1.8M	-2%	25k	73.29	View chart
Target Corp Common Stock (TGT)	1.2	$1.7M	+5%	9.9k	177.21	View chart
General Mls Common Stock (GIS)	1.2	$1.7M		25k	69.97	View chart
State Str Corp Common Stock (STT)	1.2	$1.7M	+12%	22k	77.32	View chart
Occidental Pete Corp Common Stock (OXY)	1.2	$1.6M		25k	64.99	View chart
Timken Common Stock (TKR)	1.1	$1.6M	-7%	18k	87.43	View chart
Colgate Palmolive Common Stock (CL)	1.1	$1.5M		17k	90.05	View chart
Illinois Tool Wks Common Stock (ITW)	1.0	$1.5M		5.5k	268.33	View chart
Prudential Finl Common Stock (PRU)	1.0	$1.4M		12k	117.40	View chart
Veralto Corporation Common Stock (VLTO)	1.0	$1.4M		16k	88.66	View chart
Toronto Dominion Bk Common Stock (TD)	1.0	$1.4M		23k	60.38	View chart
Wabtec Corp Common Stock (WAB)	0.9	$1.3M	-4%	9.1k	145.68	View chart
Ishares Biotechnology Etf Other (IBB)	0.9	$1.3M		9.4k	137.22	View chart
Tyson Foods Common Stock (TSN)	0.9	$1.3M	-14%	22k	58.73	View chart
Rtx Corp Common Stock (RTX)	0.9	$1.3M	-5%	13k	97.53	View chart
Paypal Holdings Common Stock (PYPL)	0.9	$1.2M	+39%	18k	66.99	View chart
Snap-on Common Stock (SNA)	0.8	$1.2M	-2%	4.0k	296.22	View chart
Electronic Arts Common Stock (EA)	0.8	$1.2M	+4%	8.8k	132.67	View chart
Pimco Enhanced Short Maturity Other (MINT)	0.8	$1.1M		11k	100.54	View chart
Fortive Corp Common Stock (FTV)	0.7	$1.0M	-3%	12k	86.02	View chart
Coca-cola Common Stock (KO)	0.7	$1.0M		17k	61.18	View chart
Mccormick & Co Common Stock (MKC)	0.6	$921k		12k	76.81	View chart
Kimberly Clark Corp Common Stock (KMB)	0.6	$910k	+3%	7.0k	129.35	View chart
Polaris Common Stock (PII)	0.6	$870k	+14%	8.7k	100.12	View chart
International Paper Common Stock (IP)	0.6	$868k	+14%	22k	39.02	View chart
Vanguard Total Bond Market Etf Other (BND)	0.5	$701k	+18%	9.6k	72.63	View chart
Energy Transfer Other (ET)	0.4	$516k		33k	15.73	View chart
Lockheed Martin Corp Common Stock (LMT)	0.4	$512k		1.1k	454.87	View chart
Jpmorgan Chase & Co Common Stock (JPM)	0.3	$455k		2.3k	200.30	View chart
Us Bancorp Del Common Stock (USB)	0.3	$449k		10k	44.70	View chart
Merck & Co Common Stock (MRK)	0.3	$445k	-2%	3.4k	131.95	View chart
Nvidia Corp Common Stock (NVDA)	0.3	$436k	-12%	482.00	903.56	View chart
Meta Platforms Common Stock (META)	0.3	$428k	-10%	882.00	485.58	View chart
Sunoco Other (SUN)	0.3	$422k		7.0k	60.29	View chart
Spdr Bloomberg High Yield Bond Other (JNK)	0.3	$378k	-3%	4.0k	95.20	View chart
Spdr Msci Acwi Ex-us Etf Other (CWI)	0.3	$369k		13k	28.40	View chart
Caterpillar Common Stock (CAT)	0.3	$368k	+19%	1.0k	366.43	View chart
Amazon Common Stock (AMZN)	0.3	$365k	-6%	2.0k	180.38	View chart
Ishares Dow Jones Select Div I Other (DVY)	0.2	$327k		2.7k	123.18	View chart
Vanguard Value Etf Other (VTV)	0.2	$319k	-4%	2.0k	162.86	View chart
Enterprise Prods Partners Other (EPD)	0.2	$316k		11k	29.18	View chart
Vanguard Growth Etf Other (VUG)	0.2	$307k	-5%	892.00	344.20	View chart
Chevron Corporation Common Stock (CVX)	0.2	$295k	-15%	1.9k	157.74	View chart
Old Rep Intl Corp Common Stock (ORI)	0.2	$285k		9.3k	30.72	View chart
Visa Inc - Class A Common Stock (V)	0.2	$284k	-33%	1.0k	279.08	View chart
Fiserv Common Stock (FI)	0.2	$283k		1.8k	159.82	View chart
Bristol Myers Squibb Common Stock (BMY)	0.2	$282k	-16%	5.2k	54.23	View chart
Spdr S&p 500 Etf Trust Other (SPY)	0.2	$277k		530.00	523.07	View chart
Schwab Us Dvd Equity Etf Other (SCHD)	0.2	$269k		3.3k	80.63	View chart
Procter & Gamble Common Stock (PG)	0.2	$256k	-5%	1.6k	162.25	View chart
Vanguard S&p 500 Etf Other (VOO)	0.2	$253k	-8%	526.00	480.70	View chart
Vanguard Ftse Emerging Markets Other (VWO)	0.2	$235k	-75%	5.6k	41.77	View chart
Vanguard Small-cap Etf Other (VB)	0.2	$227k	-85%	992.00	228.59	View chart
Plains All Amern Pipeline Other (PAA)	0.2	$218k		12k	17.56	View chart
Deere & Co Common Stock (DE)	0.1	$205k	-2%	499.00	410.74	View chart
Ngl Energy Partners Other (NGL)	0.1	$122k		21k	5.76	View chart

Past Filings by Security National Bank Of Sioux City Iowa

SEC 13F filings are viewable for Security National Bank Of Sioux City Iowa going back to 2011

Security National Bank Of Sioux City Iowa 2024 Q1 filed May 13, 2024
Security National Bank Of Sioux City Iowa 2023 Q4 filed Feb. 16, 2024
Security National Bank Of Sioux City Iowa 2023 Q3 filed Nov. 13, 2023
Security National Bank Of Sioux City Iowa 2023 Q2 filed Nov. 13, 2023
Security National Bank Of Sioux City Iowa 2022 Q4 filed Feb. 16, 2023
Security National Bank Of Sioux City Iowa 2022 Q3 filed Oct. 14, 2022
Security National Bank Of Sioux City Iowa 2022 Q2 filed Aug. 15, 2022
Security National Bank Of Sioux City Iowa 2022 Q1 filed May 2, 2022
Security National Bank Of Sioux City Iowa 2021 Q4 filed Feb. 16, 2022
Security National Bank Of Sioux City Iowa 2021 Q3 filed Nov. 16, 2021
Security National Bank Of Sioux City Iowa 2021 Q2 filed Aug. 16, 2021
Security National Bank Of Sioux City Iowa 2021 Q1 filed May 12, 2021
Security National Bank Of Sioux City Iowa 2020 Q4 filed Feb. 12, 2021
Security National Bank Of Sioux City Iowa 2020 Q3 filed Nov. 12, 2020
Security National Bank Of Sioux City Iowa 2020 Q2 filed July 17, 2020
Security National Bank Of Sioux City Iowa 2020 Q1 filed May 8, 2020

View all past filings

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