Security National Bank Of Sioux City Iowa Portfolio Holdings

Security National Bank Of Sioux City Iowa

  • $129 Million
  • Q1 2025

Security National Bank Of Sioux City Iowa has filed its 13F form on May 19, 2025 for Q1 2025 where it was disclosed a total value porftolio of $129 Million distributed in 144 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $6.97M, Berkshire Hathaway Inc Class B with a value of $6.95M, Microsoft Corp with a value of $5.92M, Berkshire Hathaway Inc with a value of $5.59M, and Alphabet Inc. with a value of $3.64M.

Examining the 13F form we can see an decrease of $5.43M in the current position value, from $134M to 129M.

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 $129 Million
Technology: $25.2 Million
Financial Services: $24.7 Million
Industrials: $16.7 Million
Consumer Defensive: $13.2 Million
Healthcare: $12.8 Million
Communication Services: $9.18 Million
ETFs: $8.62 Million
Energy: $7.54 Million
Other: $11.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.32T
$6.97 Million 5.4% of portfolio
31,384
Q1 2025 Reduced 0.01%
$662B
$6.95 Million 5.39% of portfolio
13,051
Q1 2025 Reduced 4.77%
$3.42T
$5.92 Million 4.59% of portfolio
15,769
Q1 2025 Reduced 0.62%
$457B
$5.59 Million 4.33% of portfolio
7
Q2 2023 Reduced 22.22%
$1.01T
$3.64 Million 2.82% of portfolio
23,529
Q1 2025 Added 2.55%
$66.7B
$3.62 Million 2.81% of portfolio
32,561
Q1 2025 Reduced 3.45%
$432B
$3.28 Million 2.54% of portfolio
23,477
Q1 2025 Added 0.09%
$162B
$3.25 Million 2.52% of portfolio
6,527
Q1 2025 Reduced 1.82%
$437B
$3.22 Million 2.5% of portfolio
27,097
Q1 2025 Reduced 15.5%
$265B
$3.13 Million 2.43% of portfolio
35,683
Q1 2025 Reduced 5.09%
$173B
$2.93 Million 2.27% of portfolio
19,097
Q1 2025 Added 0.18%
$134B
$2.83 Million 2.19% of portfolio
9,255
Q1 2025 Reduced 2.83%
$327B
$2.81 Million 2.17% of portfolio
13,389
Q1 2025 Reduced 0.95%
$402B
$2.39 Million 1.85% of portfolio
14,404
Q1 2025 Reduced 3.41%
$21.9B
$2.33 Million 1.8% of portfolio
17,235
Q1 2025 Reduced 1.83%
$386B
$2.31 Million 1.79% of portfolio
6,305
Q1 2025 Reduced 0.71%
$32.5B
$2.17 Million 1.68% of portfolio
36,360
Q1 2025 Added 8.35%
$17.2B
$2.12 Million 1.64% of portfolio
20,287
Q1 2025 Added 1.02%
$186B
$2.11 Million 1.63% of portfolio
46,486
Q1 2025 Added 3.34%
$34.7B
$2.07 Million 1.61% of portfolio
35,745
Q1 2025 Reduced 1.86%
$48.9B
$2.04 Million 1.58% of portfolio
14,255
Q1 2025 Added 0.11%
$140B
$2.01 Million 1.56% of portfolio
8,520
Q1 2025 Reduced 1.22%
$46.7B
$2.01 Million 1.56% of portfolio
6,414
Q1 2025 Reduced 3.51%
$78.8B
$1.92 Million 1.49% of portfolio
30,224
Q1 2025 Added 19.97%
$41.9B
$1.89 Million 1.46% of portfolio
24,692
Q1 2025 Reduced 0.58%
$35.9B
$1.86 Million 1.44% of portfolio
20,746
Q1 2025 Reduced 3.74%
$0
$1.84 Million 1.43% of portfolio
36,256
Q1 2025 Reduced 2.98%
$144B
$1.84 Million 1.43% of portfolio
8,975
Q1 2025 Reduced 3.41%
$779B
$1.72 Million 1.34% of portfolio
7,029
Q1 2025 Added 2.96%
$157B
$1.7 Million 1.32% of portfolio
46,139
Q1 2025 Added 9.37%
$29.6B
$1.7 Million 1.31% of portfolio
14,097
Q1 2025 Reduced 4.96%
$202B
$1.6 Million 1.24% of portfolio
12,083
Q1 2025 Reduced 4.38%
$37.2B
$1.51 Million 1.17% of portfolio
8,300
Q1 2025 Reduced 4.77%
$76.7B
$1.51 Million 1.17% of portfolio
16,151
Q1 2025 Added 0.52%
$16.4B
$1.45 Million 1.12% of portfolio
22,691
Q3 2024 Reduced 0.44%
$21.9B
$1.45 Million 1.12% of portfolio
15,734
Q1 2025 Added 6.59%
$182B
$1.38 Million 1.07% of portfolio
9,224
Q1 2025 Reduced 0.36%
$49B
$1.35 Million 1.05% of portfolio
32,269
Q1 2025 Reduced 2.15%
$39.4B
$1.36 Million 1.05% of portfolio
12,182
Q1 2025 Added 0.57%
$42.2B
$1.36 Million 1.05% of portfolio
9,414
Q1 2025 Added 8.53%
$17.4B
$1.32 Million 1.02% of portfolio
3,903
Q1 2025 Reduced 2.47%
$84B
$1.28 Million 0.99% of portfolio
19,602
Q1 2025 Added 10.63%
$0
$1.24 Million 0.96% of portfolio
9,659
Q1 2025 Added 4.57%
$39B
$1.24 Million 0.96% of portfolio
25,108
Q3 2023 Added 597.44%
$76.8B
$1.2 Million 0.93% of portfolio
4,833
Q1 2025 Added 0.39%
$310B
$1.16 Million 0.9% of portfolio
16,159
Q1 2025 Reduced 1.62%
$45.2B
$1.11 Million 0.86% of portfolio
10,657
Q1 2025 Added 8.95%
$17.8B
$1.1 Million 0.86% of portfolio
20,680
Q1 2025 Reduced 6.46%
$5.27B
$1.1 Million 0.85% of portfolio
15,295
Q1 2025 Reduced 8.5%

Summary

  • Portfolio
  • No. of Stocks 144
  • Current Value $129 Million
  • Prior Value $134 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 19, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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