Security Financial Services, Inc. Portfolio Holdings

Security Financial Services, Inc.

  • $480 Million
  • Q3 2024

Security Financial Services, Inc. has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $480 Million distributed in 163 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 $61.2M, Ishares S&P 500 Growth ETF with a value of $26M, Ishares Msci Usa Quality Facto with a value of $24.5M, Blackrock ETF Tr U S Equity Fa with a value of $21.7M, and Dimensional ETF Tr U S Equity with a value of $19.1M.

Examining the 13F form we can see an increase of $28.1M in the current position value, from $452M to 480M.

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

Portfolio value $480 Million
ETFs: $436 Million
Technology: $17.5 Million
Consumer Defensive: $5.7 Million
Healthcare: $4.56 Million
Consumer Cyclical: $4.39 Million
Financial Services: $4.24 Million
Industrials: $2.4 Million
Communication Services: $2.12 Million
Other: $1.36 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 163
  • Current Value $480 Million
  • Prior Value $452 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 05, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 14 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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