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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.84 Million 1.43% of portfolio
36,256
Q1 2025 Reduced 2.98%
$0
$1.24 Million 0.96% of portfolio
9,659
Q1 2025 Added 4.57%
$0
$1.05 Million 0.81% of portfolio
10,398
Q2 2024 Reduced 2.3%
$0
$760,000 0.59% of portfolio
10,350
Q1 2025 Added 8.54%
$0
$562,000 0.44% of portfolio
9,845
Q1 2025 New
$0
$457,000 0.35% of portfolio
1,233
Q1 2025 Added 51.66%
$0
$365,000 0.28% of portfolio
2,118
Q1 2025 Added 10.43%
$0
$343,000 0.27% of portfolio
2,555
Q1 2025 Reduced 3.77%
$0
$315,000 0.24% of portfolio
3,311
Q1 2025 Reduced 16.05%
$0
$309,000 0.24% of portfolio
11,070
Q1 2025 Added 17.14%
$0
$296,000 0.23% of portfolio
530
Q2 2023 Reduced 30.26%
$0
$250,000 0.19% of portfolio
5,540
Q1 2025 Reduced 0.73%
$0
$221,000 0.17% of portfolio
431
Q1 2025 Reduced 11.5%
$0
$208,000 0.16% of portfolio
940
Q1 2025 Reduced 4.95%
$0
$207,000 0.16% of portfolio
2,290
Q1 2025 New
$0
$206,000 0.16% of portfolio
1,000
Q1 2025 Added 15.74%

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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