Security Financial Services, Inc. has filed its 13F form on April 11, 2024 for Q1 2024 where it was disclosed a total value porftolio of $435 Million distributed in 185 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $66.2M, Ishares Msci Usa Quality Facto with a value of $22.6M, Dimensional ETF Tr U S Equity with a value of $17.8M, Ishares S&P 500 Growth ETF with a value of $16.1M, and Blackrock ETF Tr U S Equity Fa with a value of $15.7M.

Examining the 13F form we can see an increase of $27.9M in the current position value, from $407M to 435M.

Below you can find more details about Security Financial Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $435 Million
ETFs: $395 Million
Technology: $14.7 Million
Consumer Defensive: $4.64 Million
Healthcare: $4.47 Million
Financial Services: $4.44 Million
Consumer Cyclical: $4.04 Million
Industrials: $2.39 Million
Communication Services: $1.83 Million
Other: $1.45 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 185
  • Current Value $435 Million
  • Prior Value $407 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 11, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 32 stocks
  • Additional Purchases 96 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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