Security National Bank Of Sioux City Iowa /Ia/ Top Holdings and 13F Report (2025) About Security National Bank Of Sioux City Iowa /Ia/Investment ActivitySecurity National Bank Of Sioux City Iowa /Ia/ has $137.62 million in total holdings as of March 31, 2025.Security National Bank Of Sioux City Iowa /Ia/ owns shares of 88 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Approximately 2.16% of the portfolio was purchased this quarter.About 4.44% of the portfolio was sold this quarter.This quarter, Security National Bank Of Sioux City Iowa /Ia/ has purchased 92 new stocks and bought additional shares in 29 stocks.Security National Bank Of Sioux City Iowa /Ia/ sold shares of 45 stocks and completely divested from 6 stocks this quarter.Largest Holdings Apple $6,971,328Berkshire Hathaway $6,950,702Microsoft $5,919,525Berkshire Hathaway $5,589,091Alphabet $3,638,525 Largest New Holdings this Quarter 46641Q332 - JPMorgan Equity Premium Income ETF $562,543 Holding922908553 - Vanguard Real Estate ETF $207,337 Holding Largest Purchases this Quarter JPMorgan Equity Premium Income ETF 9,845 shares (about $562.54K)LAM RESEARCH CORPORATION 4,409 shares (about $320.53K)NIKE 5,031 shares (about $319.37K)Vanguard Real Estate ETF 2,290 shares (about $207.34K)General Mills 2,802 shares (about $167.53K) Largest Sales this Quarter Exxon Mobil 4,971 shares (about $591.20K)Berkshire Hathaway 654 shares (about $348.31K)Walmart 1,915 shares (about $168.12K)NVIDIA 1,450 shares (about $157.15K)Aflac 1,163 shares (about $129.31K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSecurity National Bank Of Sioux City Iowa /Ia/ Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$6,971,328$889 ▼0.0%31,3845.1%Computer and TechnologyBRK.BBerkshire Hathaway$6,950,702$348,307 ▼-4.8%13,0515.1%FinanceMSFTMicrosoft$5,919,525$37,164 ▼-0.6%15,7694.3%Computer and TechnologyBRK.ABerkshire Hathaway$5,589,0910.0%74.1%FinanceGOOGLAlphabet$3,638,525$90,619 ▲2.6%23,5292.6%Computer and TechnologyAFLAflac$3,620,458$129,314 ▼-3.4%32,5612.6%FinanceORCLOracle$3,282,320$2,936 ▲0.1%23,4772.4%Computer and TechnologyTMOThermo Fisher Scientific$3,247,835$60,210 ▼-1.8%6,5272.4%MedicalXOMExxon Mobil$3,222,646$591,201 ▼-15.5%27,0972.3%EnergyWMTWalmart$3,132,610$168,118 ▼-5.1%35,6832.3%Retail/WholesaleQCOMQUALCOMM$2,933,490$5,223 ▲0.2%19,0972.1%Computer and TechnologyADPAutomatic Data Processing$2,827,680$82,493 ▼-2.8%9,2552.1%Business ServicesABBVAbbVie$2,805,264$26,819 ▼-0.9%13,3892.0%MedicalJNJJohnson & Johnson$2,388,760$84,413 ▼-3.4%14,4041.7%MedicalLDOSLeidos$2,325,691$43,451 ▼-1.8%17,2351.7%AerospaceHDHome Depot$2,310,720$16,492 ▼-0.7%6,3051.7%Retail/WholesaleABTAbbott Laboratories$2,278,927$58,764 ▲2.6%17,1801.7%MedicalGISGeneral Mills$2,173,965$167,532 ▲8.3%36,3601.6%Consumer StaplesBAHBooz Allen Hamilton$2,121,615$21,439 ▲1.0%20,2871.5%Business ServicesVZVerizon Communications$2,108,605$68,176 ▲3.3%46,4861.5%Computer and TechnologyORealty Income$2,073,567$39,273 ▼-1.9%35,7451.5%FinanceDLRDigital Realty Trust$2,042,599$2,293 ▲0.1%14,2551.5%FinanceTE CONNECTIVITY PLC$2,040,661$59,778 ▲3.0%14,4401.5%COMMON STOCKUNPUnion Pacific$2,012,765$24,805 ▼-1.2%8,5201.5%TransportationCMICummins$2,010,404$73,032 ▼-3.5%6,4141.5%Auto/Tires/TrucksNKENIKE$1,918,620$319,368 ▲20.0%30,2241.4%Consumer DiscretionaryLINDE PLC$1,903,536$113,616 ▼-5.6%4,0881.4%COMMON STOCKCTSHCognizant Technology Solutions$1,888,939$11,093 ▼-0.6%24,6921.4%Computer and TechnologySTTState Street$1,857,390$72,072 ▼-3.7%20,7461.3%FinanceVEAVanguard FTSE Developed Markets ETF$1,842,892$56,523 ▼-3.0%36,2561.3%ETFDHRDanaher$1,839,875$64,985 ▼-3.4%8,9751.3%MedicalJJacobs Solutions$1,795,579$50,290 ▼-2.7%14,8531.3%Business ServicesJPMJPMorgan Chase & Co.$1,724,214$49,551 ▲3.0%7,0291.3%FinanceCMCSAComcast$1,702,530$145,866 ▲9.4%46,1391.2%Consumer DiscretionaryNUENucor$1,696,433$88,450 ▼-5.0%14,0971.2%Basic MaterialsRTXRTX$1,600,514$73,383 ▼-4.4%12,0831.2%AerospaceVERALTO CORPORATION$1,530,550$17,249 ▲1.1%15,7061.1%COMMON STOCKCLColgate-Palmolive$1,513,349$7,777 ▲0.5%16,1511.1%Consumer StaplesWABWestinghouse Air Brake Technologies$1,505,205$75,442 ▼-4.8%8,3001.1%TransportationTSNTyson Foods$1,447,9130.0%22,6911.1%Consumer StaplesTROWT. Rowe Price Group$1,445,483$89,390 ▲6.6%15,7341.1%FinancePEPPepsiCo$1,383,047$4,948 ▼-0.4%9,2241.0%Consumer StaplesEAElectronic Arts$1,360,511$106,945 ▲8.5%9,4141.0%Consumer DiscretionaryPRUPrudential Financial$1,360,486$7,706 ▲0.6%12,1821.0%FinanceSLBSchlumberger$1,348,844$29,678 ▼-2.2%32,2691.0%EnergySNASnap-on$1,315,350$33,364 ▼-2.5%3,9031.0%Consumer DiscretionaryPYPLPayPal$1,279,031$122,866 ▲10.6%19,6020.9%Computer and TechnologyOXYOccidental Petroleum$1,239,3310.0%25,1080.9%EnergyIBBiShares Biotechnology ETF$1,235,387$53,974 ▲4.6%9,6590.9%FinanceITWIllinois Tool Works$1,198,632$4,712 ▲0.4%4,8330.9%IndustrialsKOCoca-Cola$1,157,307$19,051 ▼-1.6%16,1590.8%Consumer StaplesTGTTarget$1,112,164$91,315 ▲8.9%10,6570.8%Retail/WholesaleIPInternational Paper$1,103,278$76,184 ▼-6.5%20,6800.8%Basic MaterialsTKRTimken$1,099,252$102,055 ▼-8.5%15,2950.8%Computer and TechnologyMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,046,2470.0%10,3980.8%ETFKMBKimberly-Clark$1,026,828$36,835 ▲3.7%7,2200.7%Consumer StaplesNVDANVIDIA$852,951$157,151 ▼-15.6%7,8700.6%Computer and TechnologyLAM RESEARCH CORPORATION$851,753$320,534 ▲60.3%11,7160.6%COMMON STOCKFTVFortive$787,930$76,254 ▼-8.8%10,7670.6%Computer and TechnologyBNDVanguard Total Bond Market ETF$760,208$59,788 ▲8.5%10,3500.6%ETFETEnergy Transfer$610,2170.0%32,8250.4%EnergyJEPIJPMorgan Equity Premium Income ETF$562,543$562,543 ▲New Holding9,8450.4%ETFLMTLockheed Martin$502,9950.0%1,1260.4%AerospaceVUGVanguard Growth ETF$457,221$155,744 ▲51.7%1,2330.3%ETFSUNSunoco$406,4200.0%7,0000.3%EnergyFIFiserv$379,828$2,208 ▼-0.6%1,7200.3%Business ServicesMETAMeta Platforms$371,752$21,325 ▼-5.4%6450.3%Computer and TechnologyEPDEnterprise Products Partners$369,668$33,662 ▼-8.3%10,8280.3%EnergyVTVVanguard Value ETF$365,863$34,548 ▲10.4%2,1180.3%ETFORIOld Republic International$363,3730.0%9,2650.3%FinanceDVYiShares Select Dividend ETF$343,111$13,429 ▼-3.8%2,5550.2%ETFJNKSPDR Bloomberg High Yield Bond ETF$315,538$60,325 ▼-16.0%3,3110.2%FinanceAMENTUM HOLDINGS INC$310,656$32,760 ▲11.8%17,0690.2%COMMON STOCKSCHDSchwab US Dividend Equity ETF$309,517$45,295 ▲17.1%11,0700.2%ETFSPYSPDR S&P 500 ETF Trust$296,4770.0%5300.2%FinanceCATCaterpillar$284,947$13,192 ▼-4.4%8640.2%IndustrialsVVisa$266,700$26,284 ▼-9.0%7610.2%Business ServicesMRKMerck & Co., Inc.$258,778$7,719 ▼-2.9%2,8830.2%MedicalVWOVanguard FTSE Emerging Markets ETF$250,740$1,856 ▼-0.7%5,5400.2%ETFPAAPlains All American Pipeline$248,0000.0%12,4000.2%EnergyNNINelnet$232,9530.0%2,1000.2%FinanceVOOVanguard S&P 500 ETF$221,495$28,779 ▼-11.5%4310.2%ETFVBVanguard Small-Cap ETF$208,445$10,866 ▼-5.0%9400.2%ETFPGProcter & Gamble$207,401$32,891 ▼-13.7%1,2170.2%Consumer StaplesVNQVanguard Real Estate ETF$207,337$207,337 ▲New Holding2,2900.2%ETFXLKTechnology Select Sector SPDR Fund$206,480$28,081 ▲15.7%1,0000.2%ETFDEDeere & Company$204,637$68,056 ▼-25.0%4360.1%IndustrialsNGLNGL Energy Partners$95,7940.0%21,1000.1%EnergyVTVanguard Total World Stock ETF$0$1,083,283 ▼-100.0%00.0%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$0$558,943 ▼-100.0%00.0%ETFUSBU.S. Bancorp$0$451,467 ▼-100.0%00.0%FinanceCVXChevron$0$308,364 ▼-100.0%00.0%EnergyBMYBristol-Myers Squibb$0$284,044 ▼-100.0%00.0%MedicalAMZNAmazon.com$0$270,947 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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