Security National Bank Incresed Positions in Q2 2025

Security National Bank

  • $564 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
OUNZ
Van Eck Merk Gold Trust

ETFs
175K
+ 348.25%
$28.68 - $33.09 $5.02M - $5.8M
226K $7.19M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
89.1K
+ 11196.73%
$50.36 - $50.68 $4.49M - $4.52M
89.9K $4.56M
RTX
Raytheon Technologies Corp

Industrials
26.8K
+ 120.39%
$113.75 - $148.48 $3.05M - $3.98M
49K $7.16M
PANW
Palo Alto Networks Inc

Technology
319
+ 0.41%
$152.44 - $204.64 $48.6K - $65.3K
77.8K $15.9M
NOW
Service Now, Inc.

Technology
772
+ 14.52%
$721.65 - $1040.18 $557K - $803K
6.09K $6.26M
GXO
Gxo Logistics, Inc.

Industrials
30.9K
+ 57.64%
$31.53 - $49.1 $975K - $1.52M
84.6K $4.12M
ABT
Abbott Laboratories

Healthcare
14.4K
+ 441.55%
$123.95 - $138.08 $1.79M - $1.99M
17.7K $2.41M
ASML
Asml Holding Nv

Technology
709
+ 7.09%
$595.37 - $815.24 $422K - $578K
10.7K $8.58M
JPM
Jpmorgan Chase & CO

Financial Services
692
+ 1.88%
$210.28 - $289.91 $146K - $201K
37.5K $10.9M
IVV
Ishares Core S&P 500 ETF

ETFs
2.09K
+ 23.11%
$498.8 - $620.9 $1.04M - $1.3M
11.1K $6.9M
KLAC
Kla Corp

Technology
399
+ 7.33%
$576.53 - $902.94 $230K - $360K
5.84K $5.23M
SNPS
Synopsys Inc

Technology
852
+ 8.47%
$380.9 - $517.66 $325K - $441K
10.9K $5.59M
HUBB
Hubbell Inc

Industrials
1.41K
+ 17.53%
$315.94 - $408.41 $445K - $575K
9.44K $3.85M
GOOGL
Alphabet Inc.

Communication Services
778
+ 1.82%
$144.7 - $178.6 $113K - $139K
43.6K $7.69M
BSX
Boston Scientific Corp

Healthcare
6.1K
+ 15.58%
$89.7 - $107.41 $547K - $655K
45.3K $4.86M
SYK
Stryker Corp

Healthcare
551
+ 2.08%
$337.37 - $395.63 $186K - $218K
27K $10.7M
TRMB
Trimble Inc.

Technology
1.41K
+ 2.13%
$55.12 - $75.98 $77.8K - $107K
67.7K $5.14M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
664
+ 8.87%
$456.74 - $568.03 $303K - $377K
8.15K $4.63M
DE
Deere & CO

Industrials
826
+ 10.34%
$412.99 - $531.48 $341K - $439K
8.82K $4.48M
SCCO
Southern Copper Corp

Basic Materials
2.75K
+ 6.12%
$75.63 - $104.64 $208K - $288K
47.7K $4.82M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.9K
+ 35.99%
$82.96 - $110.1 $323K - $429K
14.7K $1.62M
COST
Costco Wholesale Corp

Consumer Defensive
333
+ 5.47%
$908.13 - $1056.85 $302K - $352K
6.42K $6.35M
CASY
Caseys General Stores Inc

Consumer Cyclical
177
+ 3.12%
$415.82 - $510.91 $73.6K - $90.4K
5.85K $2.99M
QQQ
Invesco Qqq Trust, Series 1

ETFs
594
+ 28.72%
$416.06 - $551.64 $247K - $328K
2.66K $1.47M
META
Meta Platforms, Inc.

Communication Services
30
+ 1.08%
$484.66 - $738.09 $14.5K - $22.1K
2.8K $2.06M
VTI
Vanguard Total Stock Market Et

ETFs
347
+ 3.37%
$243.75 - $303.93 $84.6K - $105K
10.6K $3.23M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.99K
+ 14.03%
$45.88 - $54.4 $183K - $217K
32.4K $1.76M
V
Visa Inc.

Financial Services
149
+ 0.39%
$308.27 - $373.31 $45.9K - $55.6K
38.8K $13.8M
XLI
Industrial Sector Spdr

ETFs
128
+ 1.27%
$116.42 - $147.52 $14.9K - $18.9K
10.2K $1.51M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.21K
+ 18.32%
$51.16 - $62.02 $113K - $137K
14.3K $884K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
3.16K
+ 4.14%
N/A
79.5K $4.43M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
2.32K
+ 44.54%
$49.48 - $61.22 $115K - $142K
7.54K $459K
GOOG
Alphabet Inc.

Communication Services
128
+ 1.94%
$146.58 - $180.01 $18.8K - $23K
6.74K $1.2M
CRWD
Crowd Strike Holdings, Inc.

Technology
3
+ 0.39%
$321.63 - $509.31 $965 - $1.53K
768 $391K
ETN
Eaton Corp PLC

Industrials
32
+ 2.46%
$246.52 - $356.99 $7.89K - $11.4K
1.33K $475K
RACE
Ferrari N.V.

Consumer Cyclical
185
+ 55.06%
$397.86 - $499.02 $73.6K - $92.3K
521 $255K
ENB
Enbridge Inc

Energy
2.41K
+ 205.29%
$41.09 - $47.16 $98.9K - $113K
3.58K $162K
BAC
Bank Of America Corp

Financial Services
2.23K
+ 810.91%
$34.39 - $47.46 $76.7K - $106K
2.51K $118K
NET
Cloudflare, Inc.

Technology
26
+ 2.48%
$97.08 - $195.83 $2.52K - $5.09K
1.07K $210K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.63K
+ 1.33%
$51.14 - $57.0 $134K - $150K
200K $11.4M
UBER
Uber Technologies, Inc

Technology
45
+ 1.45%
$64.62 - $93.3 $2.91K - $4.2K
3.15K $293K
MSI
Motorola Solutions, Inc.

Technology
307
+ 8.55%
$394.72 - $440.39 $121K - $135K
3.9K $1.64M
IBM
International Business Machines Corp

Technology
16
+ 1.21%
$221.03 - $294.78 $3.54K - $4.72K
1.34K $393K
TSLA
Tesla, Inc.

Consumer Cyclical
31
+ 3.51%
$221.86 - $362.89 $6.88K - $11.2K
913 $290K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
128
+ 25.6%
$141.37 - $228.57 $18.1K - $29.3K
628 $142K
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
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
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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