Security National Bank Incresed Positions in Q1 2025

Security National Bank

  • $516 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
9
+ 16.98%
$663000.0 - $801950.0 $5.97M - $7.22M
62 $49.5M
COST
Costco Wholesale Corp

Consumer Defensive
5.26K
+ 638.47%
$890.62 - $1076.86 $4.69M - $5.67M
6.09K $5.76M
BSX
Boston Scientific Corp

Healthcare
37K
+ 1744.11%
$89.38 - $106.18 $3.31M - $3.93M
39.2K $3.95M
RTX
Raytheon Technologies Corp

Industrials
20.6K
+ 1283.58%
$114.1 - $135.66 $2.36M - $2.8M
22.2K $2.95M
V
Visa Inc.

Financial Services
361
+ 0.94%
$306.92 - $362.71 $111K - $131K
38.7K $13.6M
META
Meta Platforms, Inc.

Communication Services
2.5K
+ 943.4%
$576.36 - $736.67 $1.44M - $1.84M
2.77K $1.59M
DE
Deere & CO

Industrials
1.85K
+ 30.22%
$408.57 - $509.27 $757K - $944K
7.99K $3.75M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
22.6K
+ 382.94%
$51.45 - $58.51 $1.16M - $1.32M
28.5K $1.47M
LLY
Eli Lilly & CO

Healthcare
1.3K
+ 643.56%
$725.72 - $929.72 $943K - $1.21M
1.5K $1.24M
KLAC
Kla Corp

Technology
831
+ 18.02%
$636.62 - $777.63 $529K - $646K
5.44K $3.7M
JPM
Jpmorgan Chase & CO

Financial Services
1.46K
+ 4.13%
$225.19 - $279.95 $328K - $408K
36.8K $9.03M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
4.67K
+ 0.75%
$18.46 - $19.19 $86.2K - $89.6K
630K $12.1M
ZTS
Zoetis Inc.

Healthcare
2.15K
+ 4.48%
$156.48 - $175.67 $336K - $377K
50K $8.24M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.43K
+ 291.26%
$302.31 - $337.54 $433K - $484K
1.93K $590K
CASY
Caseys General Stores Inc

Consumer Cyclical
504
+ 9.75%
$378.71 - $442.54 $191K - $223K
5.67K $2.46M
AMGN
Amgen Inc

Healthcare
1K
+ 69.44%
$258.59 - $327.36 $259K - $327K
2.44K $760K
UNH
Unitedhealth Group Inc

Healthcare
124
+ 0.72%
$461.52 - $548.18 $57.2K - $68K
17.3K $9.05M
CB
Chubb LTD

Financial Services
301
+ 3.85%
$257.71 - $301.99 $77.6K - $90.9K
8.11K $2.45M
QQQ
Invesco Qqq Trust, Series 1

ETFs
624
+ 43.21%
$468.34 - $539.52 $292K - $337K
2.07K $969K
UBER
Uber Technologies, Inc

Technology
3K
+ 3000.0%
$63.17 - $81.49 $190K - $244K
3.1K $225K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.92K
+ 2798.57%
$49.25 - $50.66 $193K - $198K
4.06K $201K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
3.34K
+ 4.58%
N/A
76.3K $4.26M
MSI
Motorola Solutions, Inc.

Technology
548
+ 18.01%
$411.73 - $482.1 $226K - $264K
3.59K $1.57M
VLO
Valero Energy Corp

Energy
1K
+ 67.52%
$121.76 - $142.99 $122K - $143K
2.48K $327K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.68K
+ 179.39%
$18.36 - $20.51 $123K - $137K
10.4K $205K
TSLA
Tesla, Inc.

Consumer Cyclical
610
+ 224.26%
$222.15 - $428.22 $136K - $261K
882 $228K
VTV
Vanguard Value ETF

ETFs
528
+ 83.81%
$167.73 - $179.21 $88.6K - $94.6K
1.16K $200K
CVX
Chevron Corp

Energy
2
+ 0.05%
$146.71 - $167.97 $293 - $336
4.09K $683K
IWV
Ishares Russell 3000 ETF

ETFs
242
+ 90.64%
$313.1 - $349.83 $75.8K - $84.7K
509 $161K
CPT
Camden Property Trust

Real Estate
154
+ 1.86%
$109.16 - $125.53 $16.8K - $19.3K
8.43K $1.03M
IDV
Ishares Tr

ETFs
13
+ 0.1%
$27.0 - $31.7 $351 - $412
13.4K $417K
NEE
Nextera Energy Inc

Utilities
1.55K
+ 1.7%
$66.96 - $76.16 $104K - $118K
92.6K $6.56M
ENB
Enbridge Inc

Energy
722
+ 160.44%
$41.54 - $45.45 $30K - $32.8K
1.17K $51K
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
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
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
1
+ 0.03%
$20.96 - $23.51 $21 - $23.5
3.17K $70K
AINV
Apollo Investment Corp

Financial Services
145
+ 2.61%
N/A
5.7K $63K
ORCL
Oracle Corp

Technology
18
+ 32.73%
$139.81 - $186.47 $2.52K - $3.36K
73 $10K
Gsk PLC
50
+ 2.27%
N/A
2.25K $0
Oaktree Specialty Lending CO
469
+ 19.32%
N/A
2.9K $0
J P Morgan Exchange Traded F
3
+ 0.01%
N/A
20.2K $0
Linde PLC
281
+ 128.31%
N/A
500 $0
Vitesse Energy Inc
15.1K
+ 26.56%
N/A
71.9K $0
PFE
Pfizer Inc

Healthcare
90
+ 4.0%
$25.01 - $27.13 $2.25K - $2.44K
2.34K $59K
WEN
Wendy'S CO

Consumer Cyclical
138
+ 4.03%
$14.17 - $16.17 $1.96K - $2.23K
3.56K $52K
DEA
Easterly Government Properties, Inc.

Real Estate
150
+ 2.35%
$10.26 - $11.77 $1.54K - $1.77K
6.52K $69K
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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