Security National Bank Purchases in Q3 2025

Security National Bank

  • $636 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
165K
New
$42.39 - $44.63 $7.02M - $7.39M
165K $7.38M
AAPL
Apple Inc.

Technology
1.31K
+ 1.18%
$202.38 - $256.87 $265K - $337K
112K $28.6M
CDX
Simplify Exch.Trad Fds Simplif

ETFs
179K
New
$22.78 - $23.33 $4.08M - $4.18M
179K $4.1M
IBM
International Business Machines Corp

Technology
14.6K
+ 1089.3%
$234.77 - $292.47 $3.42M - $4.26M
15.9K $4.48M
GOOGL
Alphabet Inc.

Communication Services
2.23K
+ 5.12%
$174.36 - $254.72 $389K - $569K
45.8K $11.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.28K
+ 4.94%
$459.11 - $506.91 $1.51M - $1.66M
69.7K $35.1M
ASML
Asml Holding Nv

Technology
895
+ 8.36%
$689.63 - $968.09 $617K - $866K
11.6K $11.2M
WM
Waste Management Inc

Industrials
11.7K
+ 3711.71%
$213.88 - $237.1 $2.51M - $2.78M
12K $2.66M
RTX
Raytheon Technologies Corp

Industrials
6.95K
+ 14.18%
$144.19 - $167.33 $1M - $1.16M
56K $9.37M
VTI
Vanguard Total Stock Market Et

ETFs
4.54K
+ 42.65%
$303.93 - $329.86 $1.38M - $1.5M
15.2K $4.98M
LOW
Lowes Companies Inc

Consumer Cyclical
1.16K
+ 2.63%
$215.01 - $273.02 $250K - $317K
45.4K $11.4M
OUNZ
Van Eck Merk Gold Trust

ETFs
10K
+ 4.43%
$31.49 - $37.19 $315K - $372K
236K $8.76M
SCCO
Southern Copper Corp

Basic Materials
4.53K
+ 9.5%
$90.54 - $121.36 $410K - $550K
52.2K $6.33M
AVGO
Broadcom Inc.

Technology
899
+ 4.05%
$264.74 - $369.57 $238K - $332K
23.1K $7.63M
MSFT
Microsoft Corp

Technology
876
+ 1.8%
$491.09 - $535.64 $430K - $469K
49.6K $25.7M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.24K
+ 12.31%
$404.94 - $499.99 $502K - $619K
11.3K $5.48M
BX
Blackstone Inc.

Financial Services
1.64K
+ 3.37%
$152.77 - $188.68 $250K - $309K
50.2K $8.58M
JPM
Jpmorgan Chase & CO

Financial Services
1.01K
+ 2.7%
$282.78 - $316.06 $286K - $320K
38.5K $12.1M
GLW
Corning Inc

Technology
14.6K
+ 770.81%
$51.6 - $82.03 $752K - $1.2M
16.5K $1.35M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
24.1K
+ 26.78%
$50.47 - $50.74 $1.22M - $1.22M
114K $5.78M
NEE
Nextera Energy Inc

Utilities
5.14K
+ 5.53%
$69.77 - $77.54 $358K - $398K
98K $7.4M
PANW
Palo Alto Networks Inc

Technology
4.84K
+ 6.21%
$167.06 - $208.19 $808K - $1.01M
82.7K $16.8M
TRMB
Trimble Inc.

Technology
5.66K
+ 8.35%
$76.46 - $85.24 $432K - $482K
73.3K $5.99M
AMZN
Amazon Com Inc

Consumer Cyclical
3.47K
+ 4.71%
$211.65 - $238.24 $735K - $827K
77.2K $17M
HUBB
Hubbell Inc

Industrials
1.16K
+ 12.26%
$410.51 - $450.93 $475K - $522K
10.6K $4.56M
CAT
Caterpillar Inc

Industrials
714
+ 17.79%
$390.92 - $477.15 $279K - $341K
4.73K $2.26M
GXO
Gxo Logistics, Inc.

Industrials
6.02K
+ 7.12%
$48.07 - $54.59 $289K - $329K
90.6K $4.79M
MO
Altria Group, Inc.

Consumer Defensive
8.91K
+ 438.24%
$57.75 - $67.68 $514K - $603K
10.9K $722K
SKYH
Sky Harbour Group Corp

Industrials
51.1K
+ 5377.68%
$9.44 - $10.95 $482K - $559K
52K $513K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
5.87K
New
$81.55 - $85.33 $479K - $501K
5.87K $499K
HD
Home Depot, Inc.

Consumer Cyclical
1.01K
+ 46.54%
$357.4 - $423.42 $361K - $427K
3.18K $1.29M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.5K
New
$301.44 - $365.84 $453K - $550K
1.5K $486K
MA
Mastercard Inc

Financial Services
775
+ 17.33%
$550.18 - $598.96 $426K - $464K
5.25K $2.98M
SNPS
Synopsys Inc

Technology
1.33K
+ 12.22%
$387.78 - $645.35 $517K - $860K
12.2K $6.04M
SIVR
Abrdn Silver ETF Trust

ETFs
6.97K
+ 51.61%
$34.34 - $44.62 $239K - $311K
20.5K $910K
MAR
Marriott International Inc

Consumer Cyclical
1.65K
+ 2060.0%
$255.35 - $282.87 $421K - $466K
1.73K $450K
ARLP
Alliance Resource Partners LP

Energy
15.9K
New
$22.54 - $28.0 $359K - $446K
15.9K $402K
VST
Vistra Corp.

Utilities
2.03K
New
$182.0 - $217.92 $369K - $442K
2.03K $397K
NOW
Service Now, Inc.

Technology
1.12K
+ 18.38%
$850.86 - $1044.69 $952K - $1.17M
7.21K $6.63M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
10
+ 0.12%
$567.77 - $614.76 $5.68K - $6.15K
8.16K $4.99M
VEU
Vanguard Ftse All World Ex Us

ETFs
4.85K
New
$66.38 - $71.68 $322K - $347K
4.85K $345K
SBUX
Starbucks Corp

Consumer Cyclical
4K
New
$81.9 - $96.86 $327K - $387K
4K $337K
FANG
Diamondback Energy, Inc.

Energy
1.16K
+ 3.99%
$134.53 - $152.5 $155K - $176K
30.1K $4.31M
CASY
Caseys General Stores Inc

Consumer Cyclical
16
+ 0.27%
$494.52 - $565.32 $7.91K - $9.05K
5.87K $3.32M
RSG
Republic Services, Inc.

Industrials
1.42K
New
$225.33 - $246.01 $320K - $350K
1.42K $326K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
5.81K
+ 7.3%
N/A
85.3K $4.76M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
4.1K
New
$50.79 - $76.4 $208K - $313K
4.1K $313K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
1.87K
New
$138.31 - $165.45 $258K - $309K
1.87K $308K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
11K
+ 1.83%
$19.01 - $19.39 $208K - $213K
612K $11.8M
Activity Summary
Buys All Purchases 164 New Holdings 78 Increased Positions 86 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Security National Bank Portfolio

Follow Security National Bank and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email