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 $142.45 million in total holdings as of June 30, 2025.Security National Bank Of Sioux City Iowa /Ia/ owns shares of 87 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 3.84% of the portfolio was purchased this quarter.About 3.49% of the portfolio was sold this quarter.This quarter, Security National Bank Of Sioux City Iowa /Ia/ has purchased 88 new stocks and bought additional shares in 35 stocks.Security National Bank Of Sioux City Iowa /Ia/ sold shares of 36 stocks and completely divested from 3 stocks this quarter.Largest Holdings Microsoft $8,024,219Apple $6,434,336Berkshire Hathaway $6,050,752Oracle $5,141,959Berkshire Hathaway $5,101,600 Largest New Holdings this Quarter 023135106 - Amazon.com $1,213,227 Holding018802108 - Alliant Energy $428,369 Holding Largest Purchases this Quarter JPMorgan Chase & Co. 4,520 shares (about $1.31M)Amazon.com 5,530 shares (about $1.21M)JPMorgan Equity Premium Income ETF 13,800 shares (about $784.53K)Alliant Energy 7,084 shares (about $428.37K)AbbVie 1,948 shares (about $361.59K) Largest Sales this Quarter Tyson Foods 16,203 shares (about $906.40K)NVIDIA 4,455 shares (about $703.85K)Berkshire Hathaway 595 shares (about $289.03K)CocaCola 2,170 shares (about $153.53K)Vanguard FTSE Developed Markets ETF 1,197 shares (about $68.24K) 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 PortfolioSectorMSFTMicrosoft$8,024,219$180,560 ▲2.3%16,1325.6%Computer and TechnologyAAPLApple$6,434,336$4,719 ▼-0.1%31,3614.5%Computer and TechnologyBRK.BBerkshire Hathaway$6,050,752$289,033 ▼-4.6%12,4564.2%FinanceORCLOracle$5,141,959$9,182 ▲0.2%23,5193.6%Computer and TechnologyBRK.ABerkshire Hathaway$5,101,6000.0%73.6%FinanceGOOGLAlphabet$4,171,188$24,672 ▲0.6%23,6692.9%Computer and TechnologyWMTWalmart$3,525,165$36,081 ▲1.0%36,0522.5%Retail/WholesaleAFLAflac$3,418,592$15,292 ▼-0.4%32,4162.4%FinanceJPMJPMorgan Chase & Co.$3,348,171$1,310,393 ▲64.3%11,5492.4%FinanceQCOMQUALCOMM$3,076,585$35,196 ▲1.2%19,3182.2%Computer and TechnologyXOMExxon Mobil$2,994,899$73,843 ▲2.5%27,7822.1%EnergyADPAutomatic Data Processing$2,857,326$3,084 ▲0.1%9,2652.0%Computer and TechnologyABBVAbbVie$2,846,854$361,588 ▲14.5%15,3372.0%MedicalLDOSLeidos$2,700,851$18,142 ▼-0.7%17,1201.9%Computer and TechnologyTMOThermo Fisher Scientific$2,655,357$8,920 ▲0.3%6,5491.9%MedicalABTAbbott Laboratories$2,544,067$207,415 ▲8.9%18,7051.8%MedicalDLRDigital Realty Trust$2,488,560$3,487 ▲0.1%14,2751.7%FinanceTE CONNECTIVITY PLC$2,451,618$16,024 ▲0.7%14,5351.7%COMMON STOCKHDHome Depot$2,317,898$6,233 ▲0.3%6,3221.6%Retail/WholesaleNKENIKE$2,252,607$105,494 ▲4.9%31,7091.6%Consumer DiscretionarySTTState Street$2,202,727$3,403 ▼-0.2%20,7141.5%FinanceJNJJohnson & Johnson$2,197,920$2,291 ▼-0.1%14,3891.5%MedicalBAHBooz Allen Hamilton$2,117,172$4,686 ▲0.2%20,3321.5%Business ServicesCMICummins$2,097,311$3,275 ▼-0.2%6,4041.5%Auto/Tires/TrucksORealty Income$2,063,302$4,033 ▲0.2%35,8151.4%FinanceVZVerizon Communications$2,058,700$47,251 ▲2.3%47,5781.4%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$1,998,714$68,241 ▼-3.3%35,0591.4%ETFUNPUnion Pacific$1,959,361$920 ▼0.0%8,5161.4%TransportationJJacobs Solutions$1,942,437$9,990 ▼-0.5%14,7771.4%Business ServicesCTSHCognizant Technology Solutions$1,930,228$3,511 ▲0.2%24,7371.4%Computer and TechnologyLINDE PLC$1,902,525$15,483 ▼-0.8%4,0551.3%COMMON STOCKGISGeneral Mills$1,899,613$15,802 ▲0.8%36,6651.3%Consumer StaplesNUENucor$1,820,943$5,182 ▼-0.3%14,0571.3%Basic MaterialsDHRDanaher$1,773,119$198 ▲0.0%8,9761.2%MedicalRTXRTX$1,744,793$19,567 ▼-1.1%11,9491.2%AerospaceWABWabtec$1,725,882$11,724 ▼-0.7%8,2441.2%TransportationCMCSAComcast$1,667,937$21,236 ▲1.3%46,7341.2%Consumer DiscretionaryVERALTO CORPORATION$1,582,189$3,331 ▼-0.2%15,6731.1%COMMON STOCKPYPLPayPal$1,567,558$110,737 ▲7.6%21,0921.1%Business ServicesTROWT. Rowe Price Group$1,562,721$44,390 ▲2.9%16,1941.1%FinanceEAElectronic Arts$1,499,424$3,993 ▼-0.3%9,3891.1%Consumer DiscretionaryCLColgate-Palmolive$1,464,490$3,636 ▼-0.2%16,1111.0%Consumer StaplesLAM RESEARCH CORPORATION$1,368,698$228,262 ▲20.0%14,0611.0%COMMON STOCKJEPIJPMorgan Equity Premium Income ETF$1,344,218$784,530 ▲140.2%23,6450.9%ETFPRUPrudential Financial$1,311,843$3,008 ▲0.2%12,2100.9%FinanceIBBiShares Biotechnology ETF$1,228,285$6,325 ▲0.5%9,7090.9%FinanceSNASnap-On$1,213,602$934 ▼-0.1%3,9000.9%Consumer DiscretionaryAMZNAmazon.com$1,213,227$1,213,227 ▲New Holding5,5300.9%Retail/WholesalePEPPepsiCo$1,211,335$6,602 ▼-0.5%9,1740.9%Consumer StaplesITWIllinois Tool Works$1,197,679$2,720 ▲0.2%4,8440.8%IndustrialsTKRTimken$1,102,397$7,255 ▼-0.7%15,1950.8%Computer and TechnologySLBSchlumberger$1,095,593$4,901 ▲0.4%32,4140.8%EnergyMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,045,3630.0%10,3980.7%ETFKOCocaCola$989,722$153,528 ▼-13.4%13,9890.7%Consumer StaplesIPInternational Paper$970,786$2,342 ▲0.2%20,7300.7%Basic MaterialsKMBKimberly-Clark$932,091$1,289 ▲0.1%7,2300.7%Consumer StaplesBNDVanguard Total Bond Market ETF$751,026$11,045 ▼-1.4%10,2000.5%ETFETEnergy Transfer$595,1170.0%32,8250.4%EnergyFTVFortive$557,791$3,493 ▼-0.6%10,7000.4%Computer and TechnologyNVDANVIDIA$539,536$703,846 ▼-56.6%3,4150.4%Computer and TechnologyVUGVanguard Growth ETF$538,355$2,192 ▼-0.4%1,2280.4%ETFLMTLockheed Martin$521,4960.0%1,1260.4%AerospaceMETAMeta Platforms$476,0680.0%6450.3%Computer and TechnologyAMENTUM HOLDINGS INC$455,035$52,036 ▲12.9%19,2730.3%COMMON STOCKLNTAlliant Energy$428,369$428,369 ▲New Holding7,0840.3%UtilitiesCATCaterpillar$413,055$77,642 ▲23.1%1,0640.3%IndustrialsSUNSunoco$375,1300.0%7,0000.3%EnergyVTVVanguard Value ETF$371,684$2,651 ▼-0.7%2,1030.3%ETFTSNTyson Foods$362,939$906,397 ▼-71.4%6,4880.3%Consumer StaplesORIOld Republic International$356,1470.0%9,2650.3%FinanceSPYSPDR S&P 500 ETF Trust$327,4610.0%5300.2%FinanceEPDEnterprise Products Partners$306,317$29,460 ▼-8.8%9,8780.2%EnergyJNKSPDR Bloomberg High Yield Bond ETF$304,455$17,606 ▼-5.5%3,1300.2%FinanceSCHDSchwab US Dividend Equity ETF$293,3550.0%11,0700.2%ETFFIFiserv$293,097$3,448 ▼-1.2%1,7000.2%Business ServicesDVYiShares Select Dividend ETF$287,534$51,796 ▼-15.3%2,1650.2%ETFVWOVanguard FTSE Emerging Markets ETF$271,832$2,176 ▼-0.8%5,4960.2%ETFVVisa$270,1930.0%7610.2%Business ServicesMRKMerck & Co., Inc.$259,882$31,664 ▲13.9%3,2830.2%MedicalNNINelnet$254,3520.0%2,1000.2%FinanceXLKTechnology Select Sector SPDR Fund$253,2300.0%1,0000.2%ETFVOOVanguard S&P 500 ETF$240,845$3,976 ▼-1.6%4240.2%ETFPAAPlains All American Pipeline$227,1680.0%12,4000.2%EnergyVBVanguard Small-Cap ETF$221,813$948 ▼-0.4%9360.2%ETFVNQVanguard Real Estate ETF$203,413$534 ▼-0.3%2,2840.1%ETFDEDeere & Company$200,345$21,357 ▼-9.6%3940.1%IndustrialsNGLNGL Energy Partners$90,0970.0%21,1000.1%EnergyOXYOccidental Petroleum$0$1,239,331 ▼-100.0%00.0%EnergyTGTTarget$0$1,112,164 ▼-100.0%00.0%Retail/WholesalePGProcter & Gamble$0$207,401 ▼-100.0%00.0%Consumer StaplesShowing 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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