Security National Bank Purchases in Q1 2025

Security National Bank

  • $516 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AGCO
Agco Corp

Industrials
253
New
$88.82 - $106.69 $22.5K - $27K
253 $23K
PAA
Plains All American Pipeline LP

Energy
1K
New
$17.32 - $20.96 $17.3K - $21K
1K $20K
DLX
Deluxe Corp

Communication Services
1.76K
+ 97.84%
$15.43 - $23.42 $27.2K - $41.3K
3.57K $56K
SPYG
Spdr Portfolio

ETFs
211
+ 90.95%
$80.05 - $92.39 $16.9K - $19.5K
443 $35K
GNMA
Ishares Gnma Bond ETF

ETFs
338
New
$42.17 - $44.04 $14.3K - $14.9K
338 $14K
COP
Conocophillips

Energy
5
+ 0.42%
$88.6 - $105.85 $443 - $529
1.19K $125K
DVYE
Ishares Emerging Markets Divid

ETFs
7
+ 0.14%
$25.08 - $27.99 $176 - $196
4.91K $134K
NNN
National Retail Properties, Inc.

Real Estate
22
+ 1.13%
$38.0 - $43.19 $836 - $950
1.97K $84K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
94
New
$48.43 - $49.9 $4.55K - $4.69K
94 $4K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
1
+ 0.03%
$20.96 - $23.51 $21 - $23.5
3.17K $70K
ORCL
Oracle Corp

Technology
18
+ 32.73%
$139.81 - $186.47 $2.52K - $3.36K
73 $10K
Oaktree Specialty Lending CO
469
+ 19.32%
N/A
2.9K $0
DAL
Delta Air Lines, Inc.

Industrials
7
New
$43.6 - $69.06 $305 - $483
7 $0
PFE
Pfizer Inc

Healthcare
90
+ 4.0%
$25.01 - $27.13 $2.25K - $2.44K
2.34K $59K
BP
Bp PLC

Energy
7
New
$29.93 - $35.31 $210 - $247
7 $0
Blackrock Inc
7.04K
New
N/A
7.04K $0
Vitesse Energy Inc
15.1K
+ 26.56%
N/A
71.9K $0
Gsk PLC
50
+ 2.27%
N/A
2.25K $0
Linde PLC
281
+ 128.31%
N/A
500 $0
Grayscale Ethereum Mini Tr E
369
New
N/A
369 $0
J P Morgan Exchange Traded F
3
+ 0.01%
N/A
20.2K $0
Kayne Anderson Bdc Inc
1.38K
New
N/A
1.38K $0
DEA
Easterly Government Properties, Inc.

Real Estate
150
+ 2.35%
$10.26 - $11.77 $1.54K - $1.77K
6.52K $69K
WEN
Wendy'S CO

Consumer Cyclical
138
+ 4.03%
$14.17 - $16.17 $1.96K - $2.23K
3.56K $52K
DOW
Dow Inc.

Basic Materials
68
+ 4.19%
$34.36 - $41.92 $2.34K - $2.85K
1.69K $58K
DIS
Walt Disney CO

Communication Services
1
+ 0.17%
$96.87 - $114.0 $96.9 - $114
576 $56K
DHR
Danaher Corp

Healthcare
14
+ 1.85%
$201.62 - $250.59 $2.82K - $3.51K
770 $157K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
201
+ 1.7%
$57.21 - $65.8 $11.5K - $13.2K
12.1K $703K
FANG
Diamondback Energy, Inc.

Energy
465
+ 1.65%
$139.9 - $180.18 $65.1K - $83.8K
28.6K $4.58M
IVW
Ishares S&P 500 Growth ETF

ETFs
554
+ 5.39%
$92.45 - $106.69 $51.2K - $59.1K
10.8K $1.01M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
156
+ 2.25%
$102.49 - $119.96 $16K - $18.7K
7.08K $740K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
204
+ 2.8%
$507.05 - $563.67 $103K - $115K
7.48K $3.85M
VMI
Valmont Industries Inc

Industrials
474
+ 4.4%
$285.37 - $376.98 $135K - $179K
11.2K $3.21M
MSFT
Microsoft Corp

Technology
5.12K
+ 11.65%
$375.39 - $447.2 $1.92M - $2.29M
49.1K $18.4M
VTI
Vanguard Total Stock Market Et

ETFs
31
+ 0.3%
$271.18 - $303.12 $8.41K - $9.4K
10.3K $2.83M
HUBB
Hubbell Inc

Industrials
1.24K
+ 18.24%
$330.91 - $456.86 $410K - $566K
8.03K $2.66M
MUSA
Murphy Usa Inc.

Consumer Cyclical
2.98K
+ 5.94%
$435.02 - $515.95 $1.3M - $1.54M
53.2K $25M
ASML
Asml Holding Nv

Technology
101
+ 1.02%
$662.63 - $776.99 $66.9K - $78.5K
10K $6.63M
SNPS
Synopsys Inc

Technology
685
+ 7.31%
$428.58 - $551.54 $294K - $378K
10.1K $4.31M
MUR
Murphy Oil Corp

Energy
1.4K
+ 0.71%
$24.02 - $33.9 $33.6K - $47.5K
200K $5.68M
MTH
Meritage Homes Corp

Consumer Cyclical
64.3K
+ 108.44%
$69.41 - $152.01 $4.46M - $9.77M
124K $8.75M
NOW
Service Now, Inc.

Technology
912
+ 20.71%
$783.83 - $1170.39 $715K - $1.07M
5.32K $4.23M
LOW
Lowes Companies Inc

Consumer Cyclical
278
+ 0.62%
$222.66 - $268.42 $61.9K - $74.6K
45.1K $10.5M
PANW
Palo Alto Networks Inc

Technology
1.36K
+ 1.78%
$167.82 - $208.28 $228K - $283K
77.5K $13.2M
GOOGL
Alphabet Inc.

Communication Services
4.11K
+ 10.63%
$154.33 - $206.19 $635K - $848K
42.8K $6.62M
AVGO
Broadcom Inc.

Technology
1.16K
+ 5.49%
$167.43 - $244.7 $194K - $284K
22.3K $3.73M
BX
Blackstone Inc.

Financial Services
291
+ 0.6%
$136.53 - $186.74 $39.7K - $54.3K
49K $6.84M
AMZN
Amazon Com Inc

Consumer Cyclical
2.62K
+ 3.65%
$190.26 - $242.06 $499K - $635K
74.4K $14.2M
Activity Summary
Buys All Purchases 99 New Holdings 25 Increased Positions 74 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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