Security National Bank Of Sioux City Iowa Portfolio Holdings

Security National Bank Of Sioux City Iowa

  • $157 Million
  • Q3 2024

Security National Bank Of Sioux City Iowa has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $157 Million distributed in 159 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $7.49M, Microsoft Corp with a value of $7.05M, Berkshire Hathaway Inc Class B with a value of $6.32M, Berkshire Hathaway Inc with a value of $4.83M, and Exxon Mobil Corp with a value of $4.62M.

Examining the 13F form we can see an increase of $24.2M in the current position value, from $133M to 157M.

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 $157 Million
Financial Services: $32.2 Million
Technology: $30.8 Million
Industrials: $19.1 Million
Consumer Defensive: $16.5 Million
Healthcare: $15.9 Million
Energy: $9.92 Million
Communication Services: $9.52 Million
ETFs: $8.45 Million
Other: $14.8 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.97 Million 1.25% of portfolio
37,368
Q3 2024 Reduced 0.14%
$0
$1.35 Million 0.86% of portfolio
9,267
Q3 2024 Added 0.02%
$0
$1.05 Million 0.67% of portfolio
10,398
Q2 2024 Reduced 2.3%
$0
$733,000 0.47% of portfolio
9,771
Q3 2024 Added 2.09%
$0
$395,000 0.25% of portfolio
12,977
Q3 2021 New
$0
$387,000 0.25% of portfolio
3,959
Q2 2024 Reduced 0.15%
$0
$358,000 0.23% of portfolio
2,655
Q4 2023 Reduced 1.52%
$0
$337,000 0.21% of portfolio
1,933
Q3 2024 Reduced 0.77%
$0
$320,000 0.2% of portfolio
834
Q3 2024 Reduced 6.19%
$0
$304,000 0.19% of portfolio
530
Q2 2023 Reduced 30.26%
$0
$281,000 0.18% of portfolio
3,335
Q1 2024 Added 1.21%
$0
$267,000 0.17% of portfolio
5,591
Q3 2024 Reduced 0.27%
$0
$264,000 0.17% of portfolio
502
Q3 2024 Reduced 1.95%
$0
$239,000 0.15% of portfolio
1,008
Q3 2024 Reduced 0.49%
$0
$200,000 0.13% of portfolio
4,274
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 159
  • Current Value $157 Million
  • Prior Value $133 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 14 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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