Security National Bank Purchases in Q2 2025

Security National Bank

  • $564 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IDV
Ishares Tr

ETFs
254
+ 1.89%
$27.79 - $34.84 $7.06K - $8.85K
13.7K $472K
VEA
Vanguard Ftse Developed Market

ETFs
274
+ 6.86%
$45.65 - $57.01 $12.5K - $15.6K
4.27K $243K
IBB
Ishares Biotechnology ETF

ETFs
300
New
$112.02 - $129.0 $33.6K - $38.7K
300 $37K
RF
Regions Financial Corp

Financial Services
233
+ 1.38%
$18.34 - $23.52 $4.27K - $5.48K
17.1K $403K
IRM
Iron Mountain Inc

Real Estate
44
+ 2.72%
$76.93 - $105.25 $3.38K - $4.63K
1.66K $170K
HPE
Hewlett Packard Enterprise CO

Technology
240
+ 4.82%
$12.51 - $20.45 $3K - $4.91K
5.22K $106K
DINO
Hf Sinclair Corp

Energy
117
+ 4.18%
$25.91 - $41.85 $3.03K - $4.9K
2.92K $119K
GE
General Electric CO

Industrials
76
New
$166.81 - $257.39 $12.7K - $19.6K
76 $19K
GLW
Corning Inc

Technology
88
+ 4.88%
$39.07 - $52.59 $3.44K - $4.63K
1.89K $99K
SWKS
Skyworks Solutions, Inc.

Technology
59
+ 5.2%
$49.2 - $74.95 $2.9K - $4.42K
1.19K $88K
SHEL
Shell PLC

Energy
200
New
$59.75 - $73.05 $12K - $14.6K
200 $14K
WHR
Whirlpool Corp

Consumer Cyclical
51
+ 7.91%
$75.71 - $101.42 $3.86K - $5.17K
696 $70K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
189
+ 5.96%
$19.16 - $23.81 $3.62K - $4.5K
3.36K $80K
AM
Antero Midstream Corp

Energy
138
+ 2.48%
$15.88 - $18.99 $2.19K - $2.62K
5.7K $108K
DVYE
Ishares Emerging Markets Divid

ETFs
34
+ 0.69%
$23.95 - $29.03 $814 - $987
4.95K $141K
T
At&T Inc.

Communication Services
156
+ 3.99%
$26.33 - $28.94 $4.11K - $4.51K
4.06K $117K
GRMN
Garmin LTD

Technology
37
New
$173.63 - $218.07 $6.42K - $8.07K
37 $7K
AGCO
Agco Corp

Industrials
44
+ 17.39%
$75.77 - $108.43 $3.33K - $4.77K
297 $30K
BP
Bp PLC

Energy
200
+ 2857.14%
$26.11 - $33.81 $5.22K - $6.76K
207 $6K
NNN
National Retail Properties, Inc.

Real Estate
104
+ 5.28%
$37.56 - $43.42 $3.91K - $4.52K
2.08K $89K
HD
Home Depot, Inc.

Consumer Cyclical
13
+ 0.6%
$335.24 - $380.78 $4.36K - $4.95K
2.17K $794K
DLX
Deluxe Corp

Communication Services
278
+ 7.79%
$13.64 - $16.25 $3.79K - $4.52K
3.85K $61K
WM
Waste Management Inc

Industrials
25
+ 8.59%
$216.47 - $242.1 $5.41K - $6.05K
316 $72K
ARCC
Ares Capital Corp

Financial Services
198
+ 6.05%
$18.91 - $22.43 $3.74K - $4.44K
3.47K $76K
AINV
Apollo Investment Corp

Financial Services
348
+ 6.11%
N/A
6.04K $67K
HYG
Ishares Tr

ETFs
54
New
$75.75 - $80.65 $4.09K - $4.36K
54 $4K
MO
Altria Group, Inc.

Consumer Defensive
75
+ 3.83%
$55.56 - $60.91 $4.17K - $4.57K
2.03K $119K
PFE
Pfizer Inc

Healthcare
180
+ 7.69%
$21.59 - $24.84 $3.89K - $4.47K
2.52K $61K
HTGC
Hercules Capital, Inc.

Financial Services
245
+ 6.12%
$16.24 - $19.1 $3.98K - $4.68K
4.25K $77K
PCAR
Paccar Inc

Industrials
47
+ 3.3%
$86.4 - $99.09 $4.06K - $4.66K
1.47K $139K
VO
Vanguard Mid Cap ETF

ETFs
6
New
$228.54 - $279.83 $1.37K - $1.68K
6 $1K
Kayne Anderson Bdc Inc
280
+ 20.35%
N/A
1.66K $0
Gsk PLC
106
+ 4.7%
N/A
2.36K $0
Kenvue Inc
2.12K
+ 5.06%
N/A
44.1K $0
Lam Research Corp
90
New
N/A
90 $0
Smithfield Foods Inc
2.84K
New
N/A
2.84K $0
Ge Vernova Inc
19
New
N/A
19 $0
Vitesse Energy Inc
10.2K
+ 14.14%
N/A
82.1K $0
Blackrock Inc
18
+ 0.26%
N/A
7.05K $0
BXSL
Blackstone Secured Lending Fund

Financial Services
138
+ 5.24%
$26.88 - $32.74 $3.71K - $4.52K
2.77K $85K
Oaktree Specialty Lending CO
305
+ 10.53%
N/A
3.2K $0
IPG
Interpublic Group Of Companies, Inc.

Communication Services
186
+ 7.24%
$22.66 - $26.12 $4.21K - $4.86K
2.76K $67K
VZ
Verizon Communications Inc

Communication Services
101
+ 2.95%
$41.67 - $45.62 $4.21K - $4.61K
3.52K $152K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.12K
+ 1400.0%
$87.84 - $1441.89 $98.4K - $1.61M
1.2K $108K
WEN
Wendy'S CO

Consumer Cyclical
391
+ 10.98%
$11.11 - $14.72 $4.34K - $5.76K
3.95K $45K
LYB
Lyondell Basell Industries N.V.

Basic Materials
73
+ 6.13%
$53.23 - $70.65 $3.89K - $5.16K
1.26K $73K
DOW
Dow Inc.

Basic Materials
145
+ 8.58%
$25.81 - $34.89 $3.74K - $5.06K
1.83K $48K
BMY
Bristol Myers Squibb CO

Healthcare
87
+ 7.21%
$44.12 - $59.6 $3.84K - $5.19K
1.29K $59K
CRI
Carters Inc

Consumer Cyclical
137
+ 8.14%
$29.83 - $42.12 $4.09K - $5.77K
1.82K $54K
Activity Summary
Buys All Purchases 110 New Holdings 13 Increased Positions 97 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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