Security National Bank Of So Dak Portfolio Holdings

Security National Bank Of So Dak

  • $159 Million
  • Q2 2024

Security National Bank Of So Dak has filed its 13F form on August 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $159 Million distributed in 151 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $9.13M, Apple Inc. with a value of $9.03M, Vanguard Total World Stk Index with a value of $7.5M, Berkshire Hathaway Inc Class B with a value of $6.06M, and Qualcomm Inc with a value of $5.49M.

Examining the 13F form we can see an increase of $1.27M in the current position value, from $157M to 159M.

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 $159 Million
Technology: $37.6 Million
Industrials: $21.2 Million
Financial Services: $19.6 Million
Healthcare: $17.9 Million
ETFs: $17.6 Million
Consumer Defensive: $15.3 Million
Communication Services: $10.2 Million
Consumer Cyclical: $7.81 Million
Other: $11.4 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.13B
$1.86 Million 1.17% of portfolio
23,233
Q2 2024 Added 3.59%
$4.83B
$718,000 0.45% of portfolio
9,180
Q2 2024 Reduced 1.02%
$4.23B
$223,000 0.14% of portfolio
2,900
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 151
  • Current Value $159 Million
  • Prior Value $157 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 15, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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