Security Financial Services, Inc. Portfolio Holdings

Security Financial Services, Inc.

  • $479 Million
  • Q4 2024

Security Financial Services, Inc. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $479 Million distributed in 167 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 $61.7M, Ishares S&P 500 Growth ETF with a value of $26.2M, Ishares Msci Usa Quality Facto with a value of $23.9M, Blackrock ETF Tr U S Equity Fa with a value of $21.6M, and Dimensional ETF Tr U S Equity with a value of $18.6M.

Examining the 13F form we can see an decrease of $612K in the current position value, from $480M to 479M.

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

Portfolio value $479 Million
ETFs: $433 Million
Technology: $19.4 Million
Consumer Defensive: $5.96 Million
Financial Services: $5.07 Million
Consumer Cyclical: $4.9 Million
Healthcare: $3.96 Million
Communication Services: $2.38 Million
Industrials: $2.35 Million
Other: $1.27 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$212,000 0.04% of portfolio
1,988
Q4 2024 Reduced 33.36%

Summary

  • Portfolio
  • No. of Stocks 167
  • Current Value $479 Million
  • Prior Value $480 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 99 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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