Security National Bank Purchases and Sells in Q1 2025

Security National Bank

$516 Million
Q1 2025

Top Buys

Incresed Positions

74 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-A	9 + 16.98%	$663000.0 - $801950.0 $5.97M - $7.22M	62 $49.5M
COST	5.26K + 638.47%	$890.62 - $1076.86 $4.69M - $5.67M	6.09K $5.76M
BSX	37K + 1744.11%	$89.38 - $106.18 $3.31M - $3.93M	39.2K $3.95M
RTX	20.6K + 1283.58%	$114.1 - $135.66 $2.36M - $2.8M	22.2K $2.95M
V	361 + 0.94%	$306.92 - $362.71 $111K - $131K	38.7K $13.6M
META	2.5K + 943.4%	$576.36 - $736.67 $1.44M - $1.84M	2.77K $1.59M

New Holdings

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RPM	13.3K New	$114.03 - $128.31 $1.52M - $1.71M	13.3K $1.54M
XLI	10.1K New	$128.78 - $141.67 $1.3M - $1.43M	10.1K $1.32M
HYD	10K New	$50.79 - $52.53 $508K - $525K	10K $511K
C	3K New	$67.23 - $84.63 $202K - $254K	3K $212K
RACE	336 New	$413.73 - $508.15 $139K - $171K	336 $143K
WMB	2K New	$54.02 - $61.09 $108K - $122K	2K $119K

Top Sells

Reduced Positions

51 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	-240K - 96.37%	$554.06 - $615.85 $133M - $148M	9.03K $5.07M
IWR	-318K - 99.89%	$82.81 - $92.93 $26.4M - $29.6M	360 $30K
NVDA	-7.59K - 1.55%	$106.98 - $149.43 $812K - $1.13M	481K $52.2M
HON	-28.6K - 91.04%	$202.75 - $226.52 $5.8M - $6.48M	2.82K $596K
LMT	-12.7K - 90.82%	$423.19 - $506.29 $5.36M - $6.41M	1.28K $571K
ADBE	-13.5K - 98.69%	$377.84 - $464.11 $5.09M - $6.26M	179 $68K

Activity Summary All Purchases 99 New Holdings 25 Increased Positions 74 All Sells 51 Reductions 51 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Security National Bank, based on Form 13F filings with the SEC.

News

Stay updated on Security National Bank with notifications on news.