SN

Security National Bank

13F
Security National Bank
Last update 2024-07-22 288 Stocks (18 new)
Value $689.00 Mil Turnover 3 %
Countries:
Top Holdings: IVV(21.66%)NVDA(9.50%)BRK.A(4.45%)IWR(4.04%)BRK.B(3.94%)
Portfolio Report
Summary Stock Picks Current Portfolio
Security National Bank Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
272,628
149190.220
0%
21.660
0%
-
+4.57%
+19.97%
527299.491
 
NVDA 		NVIDIA Corp
529,831
65455.330
-8.95%
9.500
-0.71%
0.000
-11.29%
+134.29%
2845480.000
Semiconductors
BRK.A 		Berkshire Hathaway Inc
50
30612.050
-1.96%
4.450
-0.10%
0.000
+10.95%
+26.21%
986359.279
Insurance
IWR 		iShares Russell Mid-Cap ETF
343,196
27826.330
0%
4.040
0%
-
+7.80%
+12.61%
36494.002
 
BRK.B 		Berkshire Hathaway Inc
66,754
27155.530
+0.71%
3.940
+0.03%
0.000
+11.44%
+27.84%
980267.664
Insurance
AAPL 		Apple Inc
120,890
25461.850
-1.17%
3.700
-0.04%
0.000
+9.00%
+19.03%
3471028.454
Hardware
MUSA 		Murphy USA Inc
50,424
23672.050
-0.07%
3.440
0%
0.240
+3.35%
+39.70%
10173.767
Retail - Cyclical
MSFT 		Microsoft Corp
44,130
19723.910
-0.57%
2.860
-0.02%
0.000
-2.16%
+16.38%
3235378.615
Software
AMZN 		Amazon.com Inc
72,918
14091.400
-0.34%
2.050
-0.01%
0.000
+2.96%
+26.10%
2010950.617
Retail - Cyclical
PANW 		Palo Alto Networks Inc
39,495
13389.200
+0.01%
1.940
0%
0.010
+9.33%
+15.32%
110743.072
Software

Security National Bank's Historical Top Holdings Breakdowns

Security National Bank's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IPG 		The Interpublic Group of Companies Inc2024-06-30Reduce
-0.76%
●
29.09 ($30.82) 32.5
$31.11
0.94%
Reduce -98.42%
2,452
-153,187
GOOGL 		Alphabet Inc2024-06-30Add
+0.74%
●
150.53 ($168.57) 185.41
$163.54
-2.98%
Add 302.43%
37,305
28,035
NVDA 		NVIDIA Corp2024-06-30Reduce
-0.71%
●
76.2 ($101.1) 135.58
$116.00
14.74%
Reduce -8.95%
529,831
-52,099
WIRE Encore Wire Corp2024-06-30Reduce
-0.57%
●
258.3 ($281.67) 291.23
$289.84
2.90%
Reduce -99.93%
10
-14,434
NVT 		nVent Electric PLC2024-06-30New Buy
+0.53%
●
71.07 ($77.62) 85.43
$70.46
-9.22%
New holding
47,938
47,938
HUBB 		Hubbell Inc2024-06-30New Buy
+0.32%
●
365.48 ($392.21) 424.4
$426.01
8.62%
New holding
6,004
6,004
FREY 		FREYR Battery Inc2024-06-30New Buy
+0.19%
●
1.55 ($1.91) 2.66
$1.01
-47.12%
New holding
781,315
781,315
MSI 		Motorola Solutions Inc2024-06-30New Buy
+0.13%
●
336 ($360.84) 390.36
$442.57
22.65%
New holding
2,282
2,282
PHYS 		Sprott Physical Gold Trust2024-06-30New Buy
+0.13%
●
17.48 ($18.14) 18.86
$20.33
12.07%
New holding
50,943
50,943
ACN 		Accenture PLC2024-06-30Add
+0.12%
●
281.76 ($306.33) 339.17
$336.22
9.76%
Add 18.79%
16,492
2,609

Security National Bank Total Holding History ($B)

To

Security National Bank's Asset Allocation

To

Security National Bank Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Security National Bank's Hypothetical Growth since 2024-06-30

Security National Bank's Yearly Returns

Year Portfolio % % Excess Gain %

Security National Bank's Holdings Heat Map

Size field:

Security National Bank's Holdings Bubble Chart

Security National Bank News

  • 1

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