Security National Bank Of So Dak Portfolio Holdings

Security National Bank Of So Dak

  • $166 Million
  • Q1 2025

Security National Bank Of So Dak has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $166 Million distributed in 169 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $9.92M, Berkshire Hathaway Inc Class B with a value of $8.63M, Microsoft Corp with a value of $8.04M, Alphabet Inc. with a value of $4.79M, and Vanguard Total World Stk Index with a value of $4.7M.

Examining the 13F form we can see an decrease of $2.46M in the current position value, from $168M to 166M.

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

Below you can find more details about Security National Bank Of So Dak portfolio as well as his latest detailed transactions.

Portfolio value $166 Million
Technology: $36.4 Million
Financial Services: $23.6 Million
Industrials: $22.2 Million
ETFs: $19.5 Million
Healthcare: $18.9 Million
Consumer Defensive: $15.8 Million
Communication Services: $10.7 Million
Consumer Cyclical: $8.39 Million
Other: $10.4 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$9.92 Million 5.98% of portfolio
44,679
Q1 2025 Added 3.74%
$606B
$8.63 Million 5.2% of portfolio
16,209
Q1 2025 Reduced 0.02%
$3.95T
$8.04 Million 4.85% of portfolio
21,426
Q1 2025 Added 4.27%
$1.21T
$4.79 Million 2.89% of portfolio
30,971
Q1 2025 Added 2.56%
$684B
$4.47 Million 2.69% of portfolio
31,973
Q1 2025 Added 0.98%
$187B
$4.31 Million 2.6% of portfolio
8,656
Q1 2025 Reduced 0.8%
$173B
$4.25 Million 2.56% of portfolio
27,681
Q1 2025 Added 0.21%
$281B
$4.15 Million 2.5% of portfolio
47,247
Q1 2025 Reduced 1.67%
$65.4B
$3.94 Million 2.37% of portfolio
35,408
Q1 2025 Reduced 2.67%
$351B
$3.58 Million 2.16% of portfolio
17,095
Q1 2025 Added 0.49%
$229B
$3.26 Million 1.97% of portfolio
24,613
Q1 2025 Added 0.1%
$124B
$3.23 Million 1.95% of portfolio
10,575
Q1 2025 Reduced 0.09%
$442B
$3.19 Million 1.92% of portfolio
26,793
Q1 2025 Added 0.81%
$229B
$3.18 Million 1.91% of portfolio
23,997
Q1 2025 Reduced 1.31%
$452B
$2.98 Million 1.8% of portfolio
17,996
Q1 2025 Reduced 1.83%
$405B
$2.77 Million 1.67% of portfolio
7,558
Q1 2025 Added 2.2%
$24.3B
$2.39 Million 1.44% of portfolio
17,692
Q1 2025 Reduced 1.48%
$56.3B
$2.38 Million 1.44% of portfolio
7,602
Q1 2025 Reduced 2.01%
$150B
$2.36 Million 1.42% of portfolio
11,524
Q1 2025 Reduced 6.32%
$70.9B
$2.33 Million 1.41% of portfolio
24,918
Q1 2025 Reduced 0.65%
$859B
$2.31 Million 1.39% of portfolio
9,436
Q1 2025 Added 7.0%
$456B
$2.23 Million 1.34% of portfolio
20,544
Q1 2025 Added 24.12%
$94.4B
$2.18 Million 1.32% of portfolio
34,418
Q1 2025 Added 12.29%
$48.7B
$2.19 Million 1.32% of portfolio
15,303
Q1 2025 Reduced 1.37%
$202B
$2.09 Million 1.26% of portfolio
13,957
Q1 2025 Reduced 2.18%
$29.2B
$1.96 Million 1.18% of portfolio
32,720
Q1 2025 Added 4.57%
$36.3B
$1.94 Million 1.17% of portfolio
16,109
Q1 2025 Reduced 5.29%
$40.9B
$1.92 Million 1.16% of portfolio
21,423
Q1 2025 Reduced 1.62%
$14.4B
$1.88 Million 1.14% of portfolio
18,024
Q1 2025 Added 1.49%
$35.1B
$1.88 Million 1.13% of portfolio
10,382
Q1 2025 Reduced 4.03%
$35.6B
$1.87 Million 1.13% of portfolio
24,485
Q1 2025 Reduced 1.54%
$80B
$1.86 Million 1.12% of portfolio
7,492
Q1 2025 Reduced 1.11%
$306B
$1.75 Million 1.06% of portfolio
24,497
Q1 2025 Added 1.54%
$182B
$1.72 Million 1.04% of portfolio
37,928
Q1 2025 Added 2.48%
$39.1B
$1.67 Million 1.01% of portfolio
14,956
Q1 2025 Added 7.51%
$17.3B
$1.52 Million 0.92% of portfolio
4,515
Q1 2025 Reduced 2.23%
$5.59B
$1.51 Million 0.91% of portfolio
20,950
Q1 2025 Reduced 8.29%
$35.6B
$1.51 Million 0.91% of portfolio
25,968
Q1 2025 Added 2.16%
$48.9B
$1.47 Million 0.88% of portfolio
14,050
Q1 2025 Added 2.93%
$141B
$1.32 Million 0.79% of portfolio
35,713
Q1 2025 Added 9.35%
$2.26T
$1.29 Million 0.78% of portfolio
6,777
Q1 2025 Added 34.09%
$24.3B
$1.29 Million 0.78% of portfolio
14,089
Q1 2025 Reduced 1.76%
$49.5B
$1.26 Million 0.76% of portfolio
8,734
Q1 2025 Added 1.4%
$46.7B
$1.19 Million 0.71% of portfolio
28,356
Q1 2025 Reduced 2.07%
$45.1B
$1.09 Million 0.66% of portfolio
7,677
Q1 2025 Reduced 1.44%
$17.2B
$1.07 Million 0.65% of portfolio
20,094
Q1 2025 Reduced 2.13%
$16.9B
$938,000 0.57% of portfolio
12,831
Q1 2025 Reduced 7.89%
$48.2B
$929,000 0.56% of portfolio
4,760
Q1 2025 Added 2.19%
$78.6B
$859,000 0.52% of portfolio
13,178
Q1 2025 Added 8.1%

Summary

  • Portfolio
  • No. of Stocks 169
  • Current Value $166 Million
  • Prior Value $168 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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