Security National Bank Purchases in Q4 2024

Security National Bank

  • $693 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EBAY
Ebay Inc

Consumer Cyclical
200
New
$57.51 - $67.17 $11.5K - $13.4K
200 $12K
GUNR
Flexshares Tr Morningstar Glob

ETFs
350
New
$36.15 - $41.9 $12.7K - $14.7K
350 $12K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
115
New
$97.45 - $121.28 $11.2K - $13.9K
115 $11K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
150
New
$74.68 - $81.45 $11.2K - $12.2K
150 $11K
AZO
Autozone Inc

Consumer Cyclical
3
New
$2981.19 - $3370.27 $8.94K - $10.1K
3 $9K
VGSH
Vanguard

ETFs
165
New
$58.02 - $58.88 $9.57K - $9.72K
165 $9K
ORCL
Oracle Corp

Technology
55
New
$165.41 - $192.43 $9.1K - $10.6K
55 $9K
TXN
Texas Instruments Inc

Technology
41
+ 1.67%
N/A
2.5K $485K
CAG
Conagra Brands Inc.

Consumer Defensive
540
+ 32.2%
$26.48 - $32.72 $14.3K - $17.7K
2.22K $61K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
140
New
$49.79 - $51.14 $6.97K - $7.16K
140 $7K
SBUX
Starbucks Corp

Consumer Cyclical
75
New
$87.44 - $102.5 $6.56K - $7.69K
75 $6K
UBER
Uber Technologies, Inc

Technology
100
New
$59.93 - $86.34 $5.99K - $8.63K
100 $6K
SCHO
Schwab Short Term Us Treasury

ETFs
216
New
$24.06 - $48.88 $5.2K - $10.6K
216 $5K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
53
+ 9.48%
$62.09 - $82.32 $3.29K - $4.36K
612 $40K
WEC
Wec Energy Group, Inc.

Utilities
268
+ 2.75%
$92.94 - $101.82 $24.9K - $27.3K
10K $941K
VGLT
Vanguard Long Term Treasury Et

ETFs
86
New
$55.1 - $61.74 $4.74K - $5.31K
86 $4K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
75
New
$60.13 - $67.31 $4.51K - $5.05K
75 $4K
VNQ
Vanguard Specialized Funds Van

ETFs
34
New
$87.85 - $98.6 $2.99K - $3.35K
34 $3K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
31
New
$100.24 - $101.35 $3.11K - $3.14K
31 $3K
WBD
Warner Bros. Discovery, Inc.

Communication Services
212
+ 2120.0%
$7.33 - $12.37 $1.55K - $2.62K
222 $2K
KSS
Kohls Corp

Consumer Cyclical
907
+ 56.69%
$13.86 - $20.95 $12.6K - $19K
2.51K $35K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
201
New
$12.74 - $14.23 $2.56K - $2.86K
201 $2K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
47
New
$56.27 - $69.89 $2.64K - $3.28K
47 $2K
Vitesse Energy Inc
55.1K
+ 3068.73%
N/A
56.8K $0
PG
Procter & Gamble CO

Consumer Defensive
20
+ 2.89%
$161.05 - $179.7 $3.22K - $3.59K
713 $119K
Nebius Group Nv
5.32K
New
N/A
5.32K $0
Smurfit West Rock PLC
3.36K
New
N/A
3.36K $0
SCHD
Schwab Strategic Tr Us Dividen

ETFs
278
+ 200.0%
$26.93 - $84.95 $7.49K - $23.6K
417 $11K
SPTL
Spdr Portfolio Long Term Treas

ETFs
1
New
$26.05 - $29.17 $26.1 - $29.2
1 $0
Jp Morgan Et Fs/Usa
982
+ 5.1%
N/A
20.2K $0
Grayscale Investments Llc/Usa
3.25K
New
N/A
3.25K $0
XLRE
Select Sector Spdr Tr Real Est

ETFs
150
+ 4.98%
$40.06 - $45.21 $6.01K - $6.78K
3.16K $128K
DEA
Easterly Government Properties, Inc.

Real Estate
1
+ 0.02%
$10.93 - $14.48 $10.9 - $14.5
6.37K $72K
DHR
Danaher Corp

Healthcare
45
+ 6.33%
$226.16 - $274.52 $10.2K - $12.4K
756 $173K
HUBB
Hubbell Inc

Industrials
59
+ 0.88%
$418.89 - $472.12 $24.7K - $27.9K
6.79K $2.84M
CB
Chubb LTD

Financial Services
63
+ 0.81%
$271.57 - $301.89 $17.1K - $19K
7.81K $2.16M
CAT
Caterpillar Inc

Industrials
31
+ 0.78%
$360.37 - $416.88 $11.2K - $12.9K
4.01K $1.46M
NVT
N Vent Electric PLC

Industrials
3
+ 0.01%
$67.69 - $79.19 $203 - $238
48.1K $3.28M
KLAC
Kla Corp

Technology
395
+ 9.37%
$614.46 - $829.55 $243K - $328K
4.61K $2.91M
PEP
Pepsico Inc

Consumer Defensive
79
+ 0.35%
$151.29 - $176.1 $12K - $13.9K
22.7K $3.45M
GXO
Gxo Logistics, Inc.

Industrials
404
+ 0.55%
$41.93 - $63.02 $16.9K - $25.5K
74.2K $3.23M
SCCO
Southern Copper Corp

Basic Materials
4.87K
+ 11.13%
$91.13 - $117.95 $444K - $574K
48.6K $4.43M
MUR
Murphy Oil Corp

Energy
1.28K
+ 0.65%
$28.14 - $36.09 $36.1K - $46.3K
198K $6.01M
ADBE
Adobe Inc.

Technology
90
+ 0.66%
$437.39 - $552.96 $39.4K - $49.8K
13.7K $6.07M
Activity Summary
Buys All Purchases 95 New Holdings 49 Increased Positions 46 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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