Security National Bank New Holdings in Q3 2025

Security National Bank

  • $636 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
165K
New
$42.39 - $44.63 $7.02M - $7.39M
165K $7.38M
CDX
Simplify Exch.Trad Fds Simplif

ETFs
179K
New
$22.78 - $23.33 $4.08M - $4.18M
179K $4.1M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
5.87K
New
$81.55 - $85.33 $479K - $501K
5.87K $499K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.5K
New
$301.44 - $365.84 $453K - $550K
1.5K $486K
ARLP
Alliance Resource Partners LP

Energy
15.9K
New
$22.54 - $28.0 $359K - $446K
15.9K $402K
VST
Vistra Corp.

Utilities
2.03K
New
$182.0 - $217.92 $369K - $442K
2.03K $397K
VEU
Vanguard Ftse All World Ex Us

ETFs
4.85K
New
$66.38 - $71.68 $322K - $347K
4.85K $345K
SBUX
Starbucks Corp

Consumer Cyclical
4K
New
$81.9 - $96.86 $327K - $387K
4K $337K
RSG
Republic Services, Inc.

Industrials
1.42K
New
$225.33 - $246.01 $320K - $350K
1.42K $326K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
4.1K
New
$50.79 - $76.4 $208K - $313K
4.1K $313K
CRM
Salesforce, Inc.

Technology
1.24K
New
$231.66 - $273.65 $287K - $339K
1.24K $293K
QCOM
Qualcomm Inc

Technology
1.21K
New
$145.84 - $173.55 $176K - $209K
1.21K $200K
OKTA
Okta, Inc.

Technology
1.82K
New
$88.51 - $101.1 $161K - $184K
1.82K $167K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
3.38K
New
$45.26 - $46.63 $153K - $158K
3.38K $156K
CGDV
Capital Group Divid Value ETF

ETFs
3.71K
New
$39.59 - $42.21 $147K - $157K
3.71K $156K
MGC
Vanguard Mega Cap ETF

ETFs
424
New
$224.2 - $245.55 $95.1K - $104K
424 $103K
SLB
Schlumberger Limited

Energy
2.3K
New
$32.37 - $37.31 $74.5K - $85.9K
2.3K $79K
IDEV
Ishares Core Msci Intl Develop

ETFs
976
New
$74.68 - $80.26 $72.9K - $78.3K
976 $78K
OPEN
Opendoor Technologies Inc.

Real Estate
9.25K
New
$0.56 - $10.52 $5.18K - $97.3K
9.25K $73K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
4.65K
New
$14.19 - $15.82 $66K - $73.6K
4.65K $66K
RCII
Rent A Center Inc De

Industrials
2.42K
New
N/A
2.42K $64K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
5.09K
New
$12.5 - $14.2 $63.6K - $72.3K
5.09K $63K
AMCR
Amcor PLC

Consumer Cyclical
7.58K
New
$7.97 - $9.94 $60.4K - $75.3K
7.58K $62K
TDG
Trans Digm Group Inc

Industrials
40
New
$1271.04 - $1620.83 $50.8K - $64.8K
40 $52K
HOOD
Robinhood Markets, Inc.

Technology
321
New
$91.27 - $143.18 $29.3K - $46K
321 $45K
VV
Vanguard Large Cap ETF

ETFs
144
New
$285.05 - $309.14 $41K - $44.5K
144 $44K
MTN
Vail Resorts Inc

Consumer Cyclical
273
New
$143.33 - $169.63 $39.1K - $46.3K
273 $40K
VNQ
Vanguard Specialized Funds Van

ETFs
252
New
$88.47 - $93.24 $22.3K - $23.5K
252 $23K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
690
New
$30.13 - $33.37 $20.8K - $23K
690 $23K
UAMY
United States Antimony Corp

Basic Materials
2.96K
New
$1.97 - $7.3 $5.83K - $21.6K
2.96K $18K
SPMD
Spdr Portfolio

ETFs
311
New
$54.43 - $58.29 $16.9K - $18.1K
311 $17K
DFAT
Dimensional ETF Tr U S Target

ETFs
295
New
$53.36 - $59.69 $15.7K - $17.6K
295 $17K
NFLX
Netflix Inc

Communication Services
13
New
$1147.87 - $1297.18 $14.9K - $16.9K
13 $15K
CSL
Carlisle Companies Inc

Industrials
35
New
$327.52 - $435.11 $11.5K - $15.2K
35 $11K
AVDV
American Centy ETF Tr Avantis

ETFs
133
New
$79.24 - $89.03 $10.5K - $11.8K
133 $11K
ET
Energy Transfer LP

Energy
400
New
$17.11 - $18.16 $6.84K - $7.26K
400 $6K
AMAT
Applied Materials Inc

Technology
32
New
$156.25 - $204.95 $5K - $6.56K
32 $6K
SPSB
Spdr Portfolio Short Term Corp

ETFs
211
New
$30.02 - $30.29 $6.33K - $6.39K
211 $6K
MNST
Monster Beverage Corp

Consumer Defensive
90
New
$58.65 - $67.31 $5.28K - $6.06K
90 $6K
AVUV
American Centy ETF Tr Avantis

ETFs
52
New
$90.37 - $102.12 $4.7K - $5.31K
52 $5K
VEEV
Veeva Systems Inc

Healthcare
17
New
$269.2 - $297.91 $4.58K - $5.06K
17 $5K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
72
New
$72.04 - $77.35 $5.19K - $5.57K
72 $5K
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
1.35K
New
$3.51 - $4.74 $4.74K - $6.4K
1.35K $5K
PLTR
Palantir Technologies Inc.

Technology
22
New
$130.68 - $186.97 $2.87K - $4.11K
22 $4K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
12
New
$366.54 - $479.53 $4.4K - $5.75K
12 $4K
APP
App Lovin Corp

Technology
6
New
$335.1 - $718.54 $2.01K - $4.31K
6 $4K
VBR
Vanguard Small Cap Value ETF

ETFs
19
New
$195.41 - $212.37 $3.71K - $4.04K
19 $3K
CBOE
Cboe Global Markets, Inc.

Financial Services
16
New
$231.35 - $253.24 $3.7K - $4.05K
16 $3K
VBK
Vanguard Small Cap Growth ETF

ETFs
13
New
$276.51 - $305.12 $3.59K - $3.97K
13 $3K
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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