Security National Bank Incresed Positions in Q3 2025

Security National Bank

  • $636 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
1.31K
+ 1.18%
$202.38 - $256.87 $265K - $337K
112K $28.6M
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
KLAC
Kla Corp

Technology
591
+ 10.12%
$843.9 - $1078.6 $499K - $637K
6.43K $6.94M
LOW
Lowes Companies Inc

Consumer Cyclical
1.16K
+ 2.63%
$215.01 - $273.02 $250K - $317K
45.4K $11.4M
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
HD
Home Depot, Inc.

Consumer Cyclical
1.01K
+ 46.54%
$357.4 - $423.42 $361K - $427K
3.18K $1.29M
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
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
CASY
Caseys General Stores Inc

Consumer Cyclical
16
+ 0.27%
$494.52 - $565.32 $7.91K - $9.05K
5.87K $3.32M
FANG
Diamondback Energy, Inc.

Energy
1.16K
+ 3.99%
$134.53 - $152.5 $155K - $176K
30.1K $4.31M
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
5.81K
+ 7.3%
N/A
85.3K $4.76M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
11K
+ 1.83%
$19.01 - $19.39 $208K - $213K
612K $11.8M
DVN
Devon Energy Corp

Energy
7.95K
+ 1810.48%
$31.75 - $36.99 $252K - $294K
8.39K $294K
ISRG
Intuitive Surgical Inc

Healthcare
627
+ 278.67%
$433.66 - $544.47 $272K - $341K
852 $381K
IVW
Ishares S&P 500 Growth ETF

ETFs
770
+ 5.23%
$108.97 - $121.65 $83.9K - $93.7K
15.5K $1.87M
MSI
Motorola Solutions, Inc.

Technology
88
+ 2.26%
$408.73 - $490.3 $36K - $43.1K
3.99K $1.82M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.17K
+ 3.62%
$53.81 - $57.52 $63.2K - $67.5K
33.6K $1.93M
LLY
Eli Lilly & CO

Healthcare
218
+ 14.14%
$625.65 - $812.69 $136K - $177K
1.76K $1.34M
CB
Chubb LTD

Financial Services
685
+ 8.22%
$265.99 - $289.59 $182K - $198K
9.02K $2.55M
RPM
Rpm International Inc

Basic Materials
192
+ 1.43%
$110.07 - $128.23 $21.1K - $24.6K
13.6K $1.6M
VTV
Vanguard Value ETF

ETFs
632
+ 73.06%
$175.51 - $186.57 $111K - $118K
1.5K $279K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
1.01K
+ 13.36%
$60.01 - $65.01 $60.4K - $65.5K
8.55K $555K
AMGN
Amgen Inc

Healthcare
319
+ 22.15%
$271.18 - $309.22 $86.5K - $98.6K
1.76K $496K
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
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