Security Financial Services, Inc. Incresed Positions in Q1 2025

Security Financial Services, Inc.

  • $479 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
386
+ 3.48%
$73.78 - $76.59 $28.5K - $29.6K
11.5K $878K
IVV
Ishares Core S&P 500 ETF

ETFs
126
+ 15.48%
$554.06 - $615.85 $69.8K - $77.6K
940 $528K
MKC
Mccormick & CO Inc

Consumer Defensive
319
+ 9.39%
$71.24 - $84.73 $22.7K - $27K
3.72K $306K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
1.28K
+ 9.0%
$29.72 - $31.94 $38.1K - $40.9K
15.5K $479K
EMB
Ishares Tr

ETFs
322
+ 3.59%
$88.64 - $92.03 $28.5K - $29.6K
9.3K $842K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
367
+ 6.06%
$47.39 - $54.26 $17.4K - $19.9K
6.43K $334K
LNC
Lincoln National Corp

Financial Services
179
+ 2.05%
$30.06 - $39.23 $5.38K - $7.02K
8.93K $320K
LQD
Ishares Iboxx $ Investment Gra

ETFs
352
+ 17.71%
$105.1 - $109.61 $37K - $38.6K
2.34K $254K
TMO
Thermo Fisher Scientific Inc.

Healthcare
104
+ 19.37%
$497.6 - $606.74 $51.8K - $63.1K
641 $318K
INTU
Intuit Inc

Technology
63
+ 12.45%
$555.63 - $630.23 $35K - $39.7K
569 $349K
SYK
Stryker Corp

Healthcare
4
+ 0.17%
$355.18 - $399.9 $1.42K - $1.6K
2.32K $862K
COST
Costco Wholesale Corp

Consumer Defensive
17
+ 3.99%
$890.62 - $1076.86 $15.1K - $18.3K
443 $418K
ADP
Automatic Data Processing Inc

Industrials
41
+ 3.53%
$286.85 - $318.64 $11.8K - $13.1K
1.2K $367K
IGRO
Ishares Tr International Divid

ETFs
78
+ 1.69%
$66.91 - $73.87 $5.22K - $5.76K
4.69K $339K
ORCL
Oracle Corp

Technology
1.05K
+ 22.14%
$139.81 - $186.47 $146K - $195K
5.77K $806K
VOOV
Vanguard S&P 500 Value ETF

ETFs
93
+ 1.8%
$179.71 - $192.06 $16.7K - $17.9K
5.27K $970K
FDS
Factset Research Systems Inc

Financial Services
69
+ 11.56%
$427.5 - $476.51 $29.5K - $32.9K
666 $302K
MSCI
Msci Inc.

Financial Services
58
+ 11.62%
$541.46 - $628.34 $31.4K - $36.4K
557 $314K
FICO
Fair Isaac Corp

Technology
19
+ 12.5%
$1695.35 - $2030.47 $32.2K - $38.6K
171 $315K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
136
+ 0.69%
$50.72 - $50.92 $6.9K - $6.93K
19.9K $1.01M
DUHP
Dimensional ETF Tr Dimensional

ETFs
4.04K
+ 2.08%
$32.57 - $35.82 $132K - $145K
198K $6.58M
FMB
First Tr Exchange Traded Fd Ii

ETFs
223
+ 2.04%
$50.17 - $51.45 $11.2K - $11.5K
11.1K $561K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
166
+ 1.23%
$22.25 - $23.0 $3.69K - $3.82K
13.6K $313K
META
Meta Platforms, Inc.

Communication Services
22
+ 3.31%
$576.36 - $736.67 $12.7K - $16.2K
687 $395K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4
+ 0.2%
$126.11 - $135.06 $504 - $540
2.03K $262K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
167
+ 9.79%
$333.37 - $384.99 $55.7K - $64.3K
1.87K $626K
LPLA
Lpl Financial Holdings Inc.

Financial Services
2
+ 0.3%
$308.87 - $383.33 $618 - $767
659 $215K
Pimco ETF Tr
4.28K
+ 105.62%
N/A
8.34K $0
Pimco ETF Tr
258K
+ 485.79%
N/A
311K $0
Blackrock ETF Trust Ii
9.96K
+ 6.33%
N/A
167K $0
ICVT
Ishares Tr Convertible Bond Et

ETFs
38
+ 0.52%
$83.18 - $89.27 $3.16K - $3.39K
7.38K $616K
VB
Vanguard Small Cap ETF

ETFs
787
+ 8.01%
$217.89 - $252.64 $171K - $199K
10.6K $2.35M
HD
Home Depot, Inc.

Consumer Cyclical
39
+ 3.66%
$347.25 - $424.87 $13.5K - $16.6K
1.11K $404K
VO
Vanguard Mid Cap ETF

ETFs
85
+ 1.4%
$251.87 - $277.95 $21.4K - $23.6K
6.16K $1.59M
MRK
Merck & Co., Inc.

Healthcare
67
+ 2.74%
$83.01 - $101.02 $5.56K - $6.77K
2.52K $225K
WMT
Walmart Inc.

Consumer Defensive
366
+ 1.86%
$84.5 - $105.05 $30.9K - $38.4K
20K $1.76M
IGM
Ishares Expanded Tech Sector E

ETFs
1.63K
+ 10.66%
$90.67 - $108.46 $148K - $177K
17K $1.54M
ACN
Accenture PLC

Technology
203
+ 8.08%
$300.91 - $398.25 $61.1K - $80.8K
2.71K $846K
TSLA
Tesla, Inc.

Consumer Cyclical
306
+ 28.81%
$222.15 - $428.22 $68K - $131K
1.37K $354K
AMZN
Amazon Com Inc

Consumer Cyclical
11
+ 0.39%
$190.26 - $242.06 $2.09K - $2.66K
2.84K $539K
GOOG
Alphabet Inc.

Communication Services
42
+ 1.66%
$156.06 - $207.71 $6.55K - $8.72K
2.58K $402K
GOOGL
Alphabet Inc.

Communication Services
91
+ 3.29%
$154.33 - $206.19 $14K - $18.8K
2.86K $442K
CAT
Caterpillar Inc

Industrials
30
+ 0.88%
$326.75 - $407.63 $9.8K - $12.2K
3.44K $1.13M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
159
+ 0.29%
$91.76 - $103.26 $14.6K - $16.4K
54.5K $5.04M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
2
+ 0.04%
$203.38 - $274.79 $407 - $550
5.05K $1.04M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
17.8K
+ 4.23%
$48.06 - $53.73 $858K - $959K
440K $21.4M
MSFT
Microsoft Corp

Technology
11
+ 0.18%
$375.39 - $447.2 $4.13K - $4.92K
6.04K $2.27M
NVDA
Nvidia Corp

Technology
17
+ 0.12%
$106.98 - $149.43 $1.82K - $2.54K
14.5K $1.57M
AAPL
Apple Inc.

Technology
129
+ 0.3%
$209.68 - $247.1 $27K - $31.9K
42.9K $9.52M
Activity Summary
Buys All Purchases 113 New Holdings 11 Increased Positions 102 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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