Security National Bank Incresed Positions in Q4 2024

Security National Bank

  • $693 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
86.4K
+ 77.47%
$57.53 - $60.83 $4.97M - $5.26M
198K $11.4M
NOW
Service Now, Inc.

Technology
2.54K
+ 136.77%
$867.18 - $1148.42 $2.21M - $2.92M
4.4K $4.67M
BRK-A
Berkshire Hathaway Inc

Financial Services
3
+ 6.0%
$664750.0 - $724132.5 $1.99M - $2.17M
53 $36.1M
TRMB
Trimble Inc.

Technology
634
+ 0.96%
$60.21 - $75.4 $38.2K - $47.8K
66.4K $4.69M
PANW
Palo Alto Networks Inc

Technology
36.9K
+ 93.87%
$181.96 - $405.9 $6.71M - $15M
76.2K $13.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.28K
+ 49.12%
$113.92 - $127.38 $260K - $290K
6.92K $797K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.3K
+ 126.93%
$53.94 - $58.15 $178K - $192K
5.89K $332K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.75K
+ 30.22%
$61.68 - $67.87 $170K - $187K
11.9K $738K
USB
Us Bancorp \De\

Financial Services
3.42K
+ 177.86%
$43.98 - $53.66 $150K - $183K
5.34K $255K
MSI
Motorola Solutions, Inc.

Technology
267
+ 9.62%
$449.08 - $504.6 $120K - $135K
3.04K $1.41M
SYK
Stryker Corp

Healthcare
329
+ 1.29%
$345.14 - $392.15 $114K - $129K
25.8K $9.29M
IVW
Ishares S&P 500 Growth ETF

ETFs
253
+ 2.52%
$94.43 - $105.47 $23.9K - $26.7K
10.3K $1.04M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
1.67K
+ 65.34%
$47.58 - $48.56 $79.6K - $81.2K
4.23K $202K
WMT
Walmart Inc.

Consumer Defensive
600
+ 25.61%
$79.1 - $95.7 $47.5K - $57.4K
2.94K $265K
CRWD
Crowd Strike Holdings, Inc.

Technology
86
+ 12.67%
$275.15 - $388.2 $23.7K - $33.4K
765 $261K
TSLA
Tesla, Inc.

Consumer Cyclical
122
+ 81.33%
$213.65 - $479.86 $26.1K - $58.5K
272 $109K
QQQ
Invesco Qqq Trust, Series 1

ETFs
72
+ 5.25%
$481.22 - $538.17 $34.6K - $38.7K
1.44K $738K
VCIT
Vanguard Intermediate Term Cor

ETFs
750
+ 25.0%
$80.13 - $83.77 $60.1K - $62.8K
3.75K $301K
VTV
Vanguard Value ETF

ETFs
280
+ 80.0%
$168.32 - $181.87 $47.1K - $50.9K
630 $106K
DIS
Walt Disney CO

Communication Services
175
+ 43.75%
$92.39 - $117.6 $16.2K - $20.6K
575 $64K
T
At&T Inc.

Communication Services
877
+ 18.5%
$21.22 - $23.88 $18.6K - $20.9K
5.62K $127K
VZ
Verizon Communications Inc

Communication Services
840
+ 32.58%
$39.6 - $45.21 $33.3K - $38K
3.42K $136K
TXN
Texas Instruments Inc

Technology
41
+ 1.67%
N/A
2.5K $485K
CAG
Conagra Brands Inc.

Consumer Defensive
540
+ 32.2%
$26.48 - $32.72 $14.3K - $17.7K
2.22K $61K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
53
+ 9.48%
$62.09 - $82.32 $3.29K - $4.36K
612 $40K
WEC
Wec Energy Group, Inc.

Utilities
268
+ 2.75%
$92.94 - $101.82 $24.9K - $27.3K
10K $941K
WBD
Warner Bros. Discovery, Inc.

Communication Services
212
+ 2120.0%
$7.33 - $12.37 $1.55K - $2.62K
222 $2K
KSS
Kohls Corp

Consumer Cyclical
907
+ 56.69%
$13.86 - $20.95 $12.6K - $19K
2.51K $35K
PG
Procter & Gamble CO

Consumer Defensive
20
+ 2.89%
$161.05 - $179.7 $3.22K - $3.59K
713 $119K
Vitesse Energy Inc
55.1K
+ 3068.73%
N/A
56.8K $0
Jp Morgan Et Fs/Usa
982
+ 5.1%
N/A
20.2K $0
SCHD
Schwab Strategic Tr Us Dividen

ETFs
278
+ 200.0%
$26.93 - $84.95 $7.49K - $23.6K
417 $11K
XLRE
Select Sector Spdr Tr Real Est

ETFs
150
+ 4.98%
$40.06 - $45.21 $6.01K - $6.78K
3.16K $128K
DEA
Easterly Government Properties, Inc.

Real Estate
1
+ 0.02%
$10.93 - $14.48 $10.9 - $14.5
6.37K $72K
DHR
Danaher Corp

Healthcare
45
+ 6.33%
$226.16 - $274.52 $10.2K - $12.4K
756 $173K
HUBB
Hubbell Inc

Industrials
59
+ 0.88%
$418.89 - $472.12 $24.7K - $27.9K
6.79K $2.84M
CB
Chubb LTD

Financial Services
63
+ 0.81%
$271.57 - $301.89 $17.1K - $19K
7.81K $2.16M
NVT
N Vent Electric PLC

Industrials
3
+ 0.01%
$67.69 - $79.19 $203 - $238
48.1K $3.28M
CAT
Caterpillar Inc

Industrials
31
+ 0.78%
$360.37 - $416.88 $11.2K - $12.9K
4.01K $1.46M
KLAC
Kla Corp

Technology
395
+ 9.37%
$614.46 - $829.55 $243K - $328K
4.61K $2.91M
PEP
Pepsico Inc

Consumer Defensive
79
+ 0.35%
$151.29 - $176.1 $12K - $13.9K
22.7K $3.45M
GXO
Gxo Logistics, Inc.

Industrials
404
+ 0.55%
$41.93 - $63.02 $16.9K - $25.5K
74.2K $3.23M
SCCO
Southern Copper Corp

Basic Materials
4.87K
+ 11.13%
$91.13 - $117.95 $444K - $574K
48.6K $4.43M
MUR
Murphy Oil Corp

Energy
1.28K
+ 0.65%
$28.14 - $36.09 $36.1K - $46.3K
198K $6.01M
ADBE
Adobe Inc.

Technology
90
+ 0.66%
$437.39 - $552.96 $39.4K - $49.8K
13.7K $6.07M
Activity Summary
Buys All Purchases 95 New Holdings 49 Increased Positions 46 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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