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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.16T
$7.49 Million 4.76% of portfolio
32,165
Q3 2024 Added 1.63%
$3.27T
$7.05 Million 4.48% of portfolio
16,397
Q3 2024 Added 0.8%
$597B
$6.32 Million 4.02% of portfolio
13,740
Q3 2024 Reduced 0.29%
$413B
$4.83 Million 3.07% of portfolio
7
Q2 2023 Reduced 22.22%
$444B
$4.62 Million 2.94% of portfolio
39,444
Q3 2024 Added 16.72%
$207B
$4.16 Million 2.64% of portfolio
6,719
Q3 2024 Added 1.36%
$463B
$4.02 Million 2.56% of portfolio
23,611
Q3 2024 Reduced 0.33%
$1.17T
$3.97 Million 2.52% of portfolio
23,944
Q3 2024 Added 1.47%
$317B
$3.88 Million 2.46% of portfolio
19,633
Q3 2024 Added 46.78%
$252B
$3.11 Million 1.98% of portfolio
38,501
Q3 2024 Reduced 0.57%
$381B
$2.76 Million 1.75% of portfolio
17,012
Q3 2024 Added 11.6%
$405B
$2.7 Million 1.72% of portfolio
6,673
Q3 2024 Added 0.11%
$202B
$1.91 Million 1.22% of portfolio
16,793
Q3 2024 Added 0.15%
$210B
$1.71 Million 1.09% of portfolio
10,053
Q3 2024 Added 0.75%
$349B
$1.66 Million 1.05% of portfolio
13,640
Q3 2024 Added 130.41%
$271B
$1.2 Million 0.76% of portfolio
16,630
Q3 2024 Added 0.22%
$202B
$1.03 Million 0.65% of portfolio
4,656
Q3 2024 Added 3.47%
$218B
$755,000 0.48% of portfolio
11,450
Q3 2024 New
$1.36T
$390,000 0.25% of portfolio
682
Q3 2024 Reduced 6.83%
$2.31T
$386,000 0.25% of portfolio
2,075
Q3 2024 Added 2.47%
$253B
$371,000 0.24% of portfolio
3,269
Q2 2024 Reduced 2.97%
$272B
$321,000 0.2% of portfolio
5,689
Q3 2024 New
$282B
$313,000 0.2% of portfolio
2,129
Q3 2024 Added 13.67%
$403B
$261,000 0.17% of portfolio
1,510
Q3 2024 Reduced 2.58%
$525B
$231,000 0.15% of portfolio
841
Q3 2024 Reduced 5.61%

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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