Security National Bank Of Sioux City Iowa Portfolio Holdings

Security National Bank Of Sioux City Iowa

  • $134 Million
  • Q4 2024

Security National Bank Of Sioux City Iowa has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $134 Million distributed in 148 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $7.86M, Microsoft Corp with a value of $6.69M, Berkshire Hathaway Inc Class B with a value of $6.21M, Berkshire Hathaway Inc with a value of $4.77M, and Alphabet Inc. with a value of $4.34M.

Examining the 13F form we can see an decrease of $22.9M in the current position value, from $157M to 134M.

Security National Bank Of Sioux City Iowa is based out at Sioux City, IA

Below you can find more details about Security National Bank Of Sioux City Iowa portfolio as well as his latest detailed transactions.

Portfolio value $134 Million
Technology: $28.2 Million
Financial Services: $24.1 Million
Industrials: $17.7 Million
Consumer Defensive: $13.2 Million
Healthcare: $12.6 Million
Communication Services: $9.4 Million
ETFs: $9.27 Million
Energy: $7.95 Million
Other: $12 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.93T
$7.86 Million 5.85% of portfolio
31,388
Q4 2024 Reduced 2.42%
$3.04T
$6.69 Million 4.98% of portfolio
15,868
Q4 2024 Reduced 3.23%
$624B
$6.21 Million 4.62% of portfolio
13,705
Q4 2024 Reduced 0.25%
$431B
$4.77 Million 3.55% of portfolio
7
Q2 2023 Reduced 22.22%
$1.11T
$4.34 Million 3.23% of portfolio
22,943
Q4 2024 Reduced 4.18%
$470B
$3.91 Million 2.91% of portfolio
23,456
Q4 2024 Reduced 0.66%
$65.3B
$3.49 Million 2.6% of portfolio
33,724
Q4 2024 Reduced 0.45%
$208B
$3.46 Million 2.57% of portfolio
6,648
Q4 2024 Reduced 1.06%
$451B
$3.45 Million 2.57% of portfolio
32,068
Q4 2024 Reduced 18.7%
$282B
$3.4 Million 2.53% of portfolio
37,598
Q4 2024 Reduced 2.35%
$193B
$2.93 Million 2.18% of portfolio
19,063
Q4 2024 Reduced 2.35%
$128B
$2.79 Million 2.07% of portfolio
9,525
Q4 2024 Reduced 1.29%
$15.6B
$2.58 Million 1.92% of portfolio
20,082
Q4 2024 Reduced 0.32%
$18.1B
$2.53 Million 1.88% of portfolio
17,557
Q4 2024 Reduced 0.44%
$47.2B
$2.53 Million 1.88% of portfolio
14,239
Q4 2024 Reduced 0.7%
$419B
$2.47 Million 1.84% of portfolio
6,350
Q4 2024 Reduced 4.84%
$52.7B
$2.32 Million 1.72% of portfolio
6,647
Q4 2024 Reduced 0.69%
$408B
$2.16 Million 1.6% of portfolio
14,913
Q4 2024 Reduced 12.34%
$150B
$2.13 Million 1.59% of portfolio
9,292
Q4 2024 Reduced 0.49%
$34.9B
$2.14 Million 1.59% of portfolio
33,558
Q4 2024 Reduced 0.08%
$36.4B
$2.12 Million 1.57% of portfolio
21,551
Q4 2024 Reduced 0.48%
$153B
$1.97 Million 1.46% of portfolio
8,625
Q4 2024 Reduced 0.42%
$33.7B
$1.95 Million 1.45% of portfolio
36,422
Q4 2024 Reduced 1.37%
$92B
$1.91 Million 1.42% of portfolio
25,193
Q4 2024 Reduced 1.38%
$47B
$1.91 Million 1.42% of portfolio
24,837
Q4 2024 Reduced 0.5%
$229B
$1.89 Million 1.41% of portfolio
16,737
Q4 2024 Reduced 0.33%
$172B
$1.8 Million 1.34% of portfolio
44,983
Q4 2024 Reduced 4.81%
$0
$1.79 Million 1.33% of portfolio
37,368
Q3 2024 Reduced 0.14%
$35.4B
$1.73 Million 1.29% of portfolio
14,832
Q4 2024 Reduced 19.56%
$24.2B
$1.67 Million 1.24% of portfolio
14,761
Q4 2024 Reduced 0.19%
$34.2B
$1.65 Million 1.23% of portfolio
8,716
Q4 2024 Reduced 0.51%
$811B
$1.64 Million 1.22% of portfolio
6,827
Q4 2024 Added 41.26%
$156B
$1.58 Million 1.18% of portfolio
42,186
Q4 2024 Reduced 0.76%
$90.2B
$1.51 Million 1.12% of portfolio
17,719
Q4 2024 Reduced 2.16%
$180B
$1.46 Million 1.09% of portfolio
12,637
Q4 2024 Reduced 0.45%
$71.8B
$1.46 Million 1.09% of portfolio
16,068
Q4 2024 Reduced 0.37%
$41.5B
$1.44 Million 1.07% of portfolio
12,113
Q4 2024 Reduced 0.57%
$198B
$1.41 Million 1.05% of portfolio
9,257
Q4 2024 Reduced 7.92%
$18B
$1.36 Million 1.01% of portfolio
4,002
Q4 2024 Reduced 0.65%
$58.9B
$1.32 Million 0.98% of portfolio
9,782
Q4 2024 Reduced 0.31%
$16.5B
$1.3 Million 0.97% of portfolio
22,691
Q3 2024 Reduced 0.44%
$36B
$1.27 Million 0.94% of portfolio
8,674
Q4 2024 Reduced 0.94%
$59.2B
$1.26 Million 0.94% of portfolio
32,979
Q4 2024 Reduced 0.11%
$346B
$1.25 Million 0.93% of portfolio
9,320
Q4 2024 Reduced 31.67%
$44.8B
$1.24 Million 0.92% of portfolio
25,108
Q3 2023 Added 597.44%
$79.3B
$1.22 Million 0.91% of portfolio
4,814
Q4 2024 Reduced 3.84%
$0
$1.22 Million 0.91% of portfolio
9,237
Q4 2024 Reduced 0.32%
$6.05B
$1.19 Million 0.89% of portfolio
16,715
Q4 2024 Reduced 0.3%
$20B
$1.19 Million 0.88% of portfolio
22,108
Q4 2024 Reduced 0.5%

Summary

  • Portfolio
  • No. of Stocks 148
  • Current Value $134 Million
  • Prior Value $157 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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