Security National Bank Of So Dak Top Holdings and 13F Report (2025) About Security National Bank Of So DakInvestment ActivitySecurity National Bank Of So Dak has $176.74 million in total holdings as of March 31, 2025.Security National Bank Of So Dak owns shares of 112 different stocks, but just 49 companies or ETFs make up 80% of its holdings.Approximately 4.26% of the portfolio was purchased this quarter.About 3.11% of the portfolio was sold this quarter.This quarter, Security National Bank Of So Dak has purchased 108 new stocks and bought additional shares in 49 stocks.Security National Bank Of So Dak sold shares of 44 stocks and completely divested from 5 stocks this quarter.Largest Holdings Apple $9,924,547Berkshire Hathaway $8,632,589Microsoft $8,043,106Alphabet $4,789,355Vanguard Total World Stock ETF $4,702,352 Largest New Holdings this Quarter 46641Q332 - JPMorgan Equity Premium Income ETF $1,167,656 Holding30303M102 - Meta Platforms $414,403 Holding88160R101 - Tesla $310,474 Holding922908553 - Vanguard Real Estate ETF $282,032 Holding64110L106 - Netflix $250,851 Holding Largest Purchases this Quarter JPMorgan Equity Premium Income ETF 20,435 shares (about $1.17M)NVIDIA 3,992 shares (about $432.65K)Meta Platforms 719 shares (about $414.40K)Apple 1,611 shares (about $357.85K)Microsoft 878 shares (about $329.59K) Largest Sales this Quarter Vanguard Total World Stock ETF 15,525 shares (about $1.80M)Vanguard FTSE Developed Markets ETF 12,751 shares (about $648.13K)Danaher 777 shares (about $159.29K)Timken 1,893 shares (about $136.05K)LINDE PLC 237 shares (about $110.36K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSecurity National Bank Of So Dak Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$9,924,547$357,851 ▲3.7%44,6795.6%Computer and TechnologyBRK.BBerkshire Hathaway$8,632,589$2,130 ▼0.0%16,2094.9%FinanceMSFTMicrosoft$8,043,106$329,592 ▲4.3%21,4264.6%Computer and TechnologyGOOGLAlphabet$4,789,355$119,537 ▲2.6%30,9712.7%Computer and TechnologyVTVanguard Total World Stock ETF$4,702,352$1,800,124 ▼-27.7%40,5552.7%ETFORCLOracle$4,470,145$43,481 ▲1.0%31,9732.5%Computer and TechnologyTMOThermo Fisher Scientific$4,307,226$34,832 ▼-0.8%8,6562.4%MedicalQCOMQUALCOMM$4,252,079$8,756 ▲0.2%27,6812.4%Computer and TechnologyWMTWalmart$4,147,814$70,320 ▼-1.7%47,2472.3%Retail/WholesaleAFLAflac$3,937,015$107,965 ▼-2.7%35,4082.2%FinanceABBVAbbVie$3,581,745$17,390 ▲0.5%17,0952.0%MedicalLINDE PLC$3,303,716$110,357 ▼-3.2%7,0951.9%COMMON STOCKABTAbbott Laboratories$3,264,914$3,316 ▲0.1%24,6131.8%MedicalADPAutomatic Data Processing$3,230,980$3,055 ▼-0.1%10,5751.8%Business ServicesXOMExxon Mobil$3,186,491$25,451 ▲0.8%26,7931.8%EnergyRTXRTX$3,178,642$42,122 ▼-1.3%23,9971.8%AerospaceJNJJohnson & Johnson$2,984,457$55,556 ▼-1.8%17,9961.7%MedicalHDHome Depot$2,769,932$59,738 ▲2.2%7,5581.6%Retail/WholesaleJJacobs Solutions$2,756,775$59,841 ▼-2.1%22,8041.6%Business ServicesUNPUnion Pacific$2,620,138$22,207 ▲0.9%11,0911.5%TransportationLDOSLeidos$2,387,359$35,759 ▼-1.5%17,6921.4%AerospaceCMICummins$2,382,770$48,897 ▼-2.0%7,6021.3%Auto/Tires/TrucksDHRDanaher$2,362,420$159,285 ▼-6.3%11,5241.3%MedicalCLColgate-Palmolive$2,334,817$15,367 ▼-0.7%24,9181.3%Consumer StaplesJPMJPMorgan Chase & Co.$2,314,651$151,350 ▲7.0%9,4361.3%FinanceNVDANVIDIA$2,226,559$432,653 ▲24.1%20,5441.3%Computer and TechnologyDLRDigital Realty Trust$2,192,767$30,521 ▼-1.4%15,3031.2%FinanceNKENIKE$2,184,854$239,129 ▲12.3%34,4181.2%Consumer DiscretionaryPEPPepsiCo$2,092,712$46,631 ▼-2.2%13,9571.2%Consumer StaplesGISGeneral Mills$1,956,329$85,500 ▲4.6%32,7201.1%Consumer StaplesVERALTO CORPORATION$1,951,924$46,386 ▼-2.3%20,0301.1%COMMON STOCKNUENucor$1,938,558$108,306 ▼-5.3%16,1091.1%Basic MaterialsSTTState Street$1,918,001$31,604 ▼-1.6%21,4231.1%FinanceBAHBooz Allen Hamilton$1,884,950$27,714 ▲1.5%18,0241.1%Business ServicesWABWestinghouse Air Brake Technologies$1,882,776$79,069 ▼-4.0%10,3821.1%TransportationCTSHCognizant Technology Solutions$1,873,103$29,376 ▼-1.5%24,4851.1%Computer and TechnologyITWIllinois Tool Works$1,858,091$20,833 ▼-1.1%7,4921.1%IndustrialsKOCoca-Cola$1,754,475$26,643 ▲1.5%24,4971.0%Consumer StaplesVZVerizon Communications$1,720,414$41,595 ▲2.5%37,9281.0%Computer and TechnologyPRUPrudential Financial$1,670,286$116,706 ▲7.5%14,9560.9%FinanceTE CONNECTIVITY PLC$1,528,376$14,556 ▲1.0%10,8150.9%COMMON STOCKSNASnap-on$1,521,601$34,712 ▼-2.2%4,5150.9%Consumer DiscretionaryORealty Income$1,506,404$31,789 ▲2.2%25,9680.9%FinanceTKRTimken$1,505,677$136,050 ▼-8.3%20,9500.9%Computer and TechnologyVUGVanguard Growth ETF$1,470,672$54,881 ▲3.9%3,9660.8%ETFTGTTarget$1,466,258$41,744 ▲2.9%14,0500.8%Retail/WholesaleCMCSAComcast$1,317,810$112,693 ▲9.4%35,7130.7%Consumer DiscretionaryIBBiShares Biotechnology ETF$1,302,022$36,452 ▼-2.7%10,1800.7%FinanceTROWT. Rowe Price Group$1,294,357$23,243 ▼-1.8%14,0890.7%FinanceAMZNAmazon.com$1,289,392$327,818 ▲34.1%6,7770.7%Retail/WholesaleEAElectronic Arts$1,262,237$17,487 ▲1.4%8,7340.7%Consumer DiscretionarySCHGSchwab U.S. Large-Cap Growth ETF$1,243,687$11,518 ▼-0.9%49,6680.7%ETFSLBSchlumberger$1,185,281$25,080 ▼-2.1%28,3560.7%EnergyJEPIJPMorgan Equity Premium Income ETF$1,167,656$1,167,656 ▲New Holding20,4350.7%ETFIVViShares Core S&P 500 ETF$1,166,504$21,914 ▼-1.8%2,0760.7%ETFKMBKimberly-Clark$1,091,822$15,929 ▼-1.4%7,6770.6%Consumer StaplesVEAVanguard FTSE Developed Markets ETF$1,075,055$648,134 ▼-37.6%21,1500.6%ETFIPInternational Paper$1,072,015$23,367 ▼-2.1%20,0940.6%Basic MaterialsVTVVanguard Value ETF$987,555$117,118 ▲13.5%5,7170.6%ETFDVYiShares Select Dividend ETF$984,346$53,716 ▼-5.2%7,3300.6%ETFFTVFortive$938,972$80,425 ▼-7.9%12,8310.5%Computer and TechnologyVBVanguard Small-Cap ETF$931,350$72,512 ▼-7.2%4,2000.5%ETFWCNWaste Connections$929,104$19,909 ▲2.2%4,7600.5%Business ServicesPYPLPayPal$859,865$64,402 ▲8.1%13,1780.5%Computer and TechnologyAVGOBroadcom$782,568$109,499 ▲16.3%4,6740.4%Computer and TechnologyLLYEli Lilly and Company$756,534$95,806 ▲14.5%9160.4%MedicalLAM RESEARCH CORPORATION$722,639$242,091 ▲50.4%9,9400.4%COMMON STOCKUNHUnitedHealth Group$703,396$142,460 ▲25.4%1,3430.4%MedicalGOOGAlphabet$701,004$128,109 ▲22.4%4,4870.4%Computer and TechnologyVVisa$676,037$131,773 ▲24.2%1,9290.4%Business ServicesAXPAmerican Express$591,910$26,905 ▲4.8%2,2000.3%FinanceALNYAlnylam Pharmaceuticals$540,0400.0%2,0000.3%MedicalQQQInvesco QQQ$537,3820.0%1,1460.3%FinanceORIOld Republic International$534,3730.0%13,6250.3%FinanceCOSTCostco Wholesale$516,396$65,259 ▲14.5%5460.3%Retail/WholesaleVOVanguard Mid-Cap ETF$512,068$25,603 ▲5.3%1,9800.3%ETFEFAiShares MSCI EAFE ETF$504,2740.0%6,1700.3%FinancePGProcter & Gamble$490,469$73,792 ▲17.7%2,8780.3%Consumer StaplesCASYCasey's General Stores$472,2360.0%1,0880.3%Retail/WholesaleAMENTUM HOLDINGS INC$451,797$27,755 ▲6.5%24,8240.3%COMMON STOCKVWOVanguard FTSE Emerging Markets ETF$428,839$5,793 ▼-1.3%9,4750.2%ETFCVXChevron$415,214$42,324 ▲11.4%2,4820.2%EnergyMETAMeta Platforms$414,403$414,403 ▲New Holding7190.2%Computer and TechnologyWFCWells Fargo & Company$409,131$24,552 ▲6.4%5,6990.2%FinanceCWISPDR MSCI ACWI ex-US ETF$383,8600.0%12,9770.2%ETFPHParker-Hannifin$368,965$4,255 ▲1.2%6070.2%IndustrialsNSCNorfolk Southern$363,091$6,158 ▲1.7%1,5330.2%TransportationSCHDSchwab US Dividend Equity ETF$361,523$1,873 ▼-0.5%12,9300.2%ETFCSCOCisco Systems$357,980$101,760 ▲39.7%5,8010.2%Computer and TechnologyTSLATesla$310,474$310,474 ▲New Holding1,1980.2%Auto/Tires/TrucksCVNACarvana$292,7120.0%1,4000.2%Retail/WholesaleVNQVanguard Real Estate ETF$282,032$282,032 ▲New Holding3,1150.2%ETFTMUST-Mobile US$276,312$24,537 ▲9.7%1,0360.2%Computer and TechnologyIJKiShares S&P Mid-Cap 400 Growth ETF$266,4960.0%3,2000.2%ETFVTIVanguard Total Stock Market ETF$266,320$37,103 ▼-12.2%9690.2%ETFPFGPrincipal Financial Group$263,319$10,209 ▲4.0%3,1210.1%FinanceSPYSPDR S&P 500 ETF Trust$260,1160.0%4650.1%FinanceHONHoneywell International$255,582$17,999 ▲7.6%1,2070.1%Multi-Sector ConglomeratesGLWCorning$252,522$21,105 ▲9.1%5,5160.1%Computer and TechnologyNFLXNetflix$250,851$250,851 ▲New Holding2690.1%Consumer DiscretionaryShowing 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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