Security National Bank New Holdings in Q4 2024

Security National Bank

  • $693 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
6.99K
New
$47.57 - $52.44 $333K - $367K
6.99K $334K
HBAN
Huntington Bancshares Inc

Financial Services
13K
New
$14.18 - $18.2 $185K - $237K
13K $211K
BSX
Boston Scientific Corp

Healthcare
2.12K
New
$83.62 - $91.5 $178K - $194K
2.12K $189K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.7K
New
$44.04 - $49.49 $163K - $183K
3.7K $162K
IWB
Ishares Tr Russell 1000 ETF

ETFs
492
New
$311.11 - $335.64 $153K - $165K
492 $158K
S
Sentinel One, Inc.

Technology
6.93K
New
$22.05 - $28.68 $153K - $199K
6.93K $153K
PAVE
Global X Fds Us Infrastructure

ETFs
3.7K
New
$40.41 - $45.95 $150K - $170K
3.7K $149K
IWV
Ishares Russell 3000 ETF

ETFs
267
New
$323.08 - $349.08 $86.3K - $93.2K
267 $89K
UGI
Ugi Corp

Utilities
2.9K
New
$23.24 - $30.37 $67.3K - $88K
2.9K $81K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.72K
New
$18.41 - $40.87 $68.5K - $152K
3.72K $68K
WEN
Wendy'S CO

Consumer Cyclical
3.42K
New
$16.26 - $20.42 $55.7K - $69.9K
3.42K $55K
QDEF
Flexshares Quality Div Defensi

ETFs
700
New
$70.22 - $73.73 $49.2K - $51.6K
700 $49K
SLF
Sun Life Financial Inc

Financial Services
779
New
$55.43 - $62.69 $43.2K - $48.8K
779 $46K
ICLR
Icon PLC

Healthcare
200
New
$187.22 - $297.57 $37.4K - $59.5K
200 $41K
IWF
Ishares Russell 1000 Gr ETF

ETFs
100
New
$370.24 - $418.94 $37K - $41.9K
100 $40K
ITT
Itt Inc.

Industrials
275
New
$140.12 - $159.62 $38.5K - $43.9K
275 $39K
NGVT
Ingevity Corp

Basic Materials
559
New
$31.62 - $50.21 $17.7K - $28.1K
559 $22K
EXPD
Expeditors International Of Washington Inc

Industrials
200
New
$110.5 - $128.26 $22.1K - $25.7K
200 $22K
SPYG
Spdr Portfolio

ETFs
232
New
$81.74 - $91.38 $19K - $21.2K
232 $20K
VGIT
Vanguard Intermediate Term Tre

ETFs
335
New
$57.78 - $60.4 $19.4K - $20.2K
335 $19K
ENB
Enbridge Inc

Energy
450
New
$40.4 - $43.92 $18.2K - $19.8K
450 $19K
CMCSA
Comcast Corp

Communication Services
500
New
$37.39 - $45.14 $18.7K - $22.6K
500 $18K
PYPL
Pay Pal Holdings, Inc.

Financial Services
200
New
$77.25 - $91.3 $15.5K - $18.3K
200 $17K
HYG
Ishares Tr

ETFs
175
New
$78.09 - $80.04 $13.7K - $14K
175 $13K
CDNS
Cadence Design Systems Inc

Technology
45
New
$249.1 - $324.54 $11.2K - $14.6K
45 $13K
NFRA
Flexshares Stoxx Global Broad

ETFs
250
New
$54.11 - $59.58 $13.5K - $14.9K
250 $13K
GUNR
Flexshares Tr Morningstar Glob

ETFs
350
New
$36.15 - $41.9 $12.7K - $14.7K
350 $12K
EBAY
Ebay Inc

Consumer Cyclical
200
New
$57.51 - $67.17 $11.5K - $13.4K
200 $12K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
150
New
$74.68 - $81.45 $11.2K - $12.2K
150 $11K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
115
New
$97.45 - $121.28 $11.2K - $13.9K
115 $11K
AZO
Autozone Inc

Consumer Cyclical
3
New
$2981.19 - $3370.27 $8.94K - $10.1K
3 $9K
VGSH
Vanguard

ETFs
165
New
$58.02 - $58.88 $9.57K - $9.72K
165 $9K
ORCL
Oracle Corp

Technology
55
New
$165.41 - $192.43 $9.1K - $10.6K
55 $9K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
140
New
$49.79 - $51.14 $6.97K - $7.16K
140 $7K
SBUX
Starbucks Corp

Consumer Cyclical
75
New
$87.44 - $102.5 $6.56K - $7.69K
75 $6K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
257
New
$26.63 - $30.23 $6.84K - $7.77K
257 $6K
UBER
Uber Technologies, Inc

Technology
100
New
$59.93 - $86.34 $5.99K - $8.63K
100 $6K
SCHO
Schwab Short Term Us Treasury

ETFs
216
New
$24.06 - $48.88 $5.2K - $10.6K
216 $5K
VGLT
Vanguard Long Term Treasury Et

ETFs
86
New
$55.1 - $61.74 $4.74K - $5.31K
86 $4K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
75
New
$60.13 - $67.31 $4.51K - $5.05K
75 $4K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
31
New
$100.24 - $101.35 $3.11K - $3.14K
31 $3K
VNQ
Vanguard Specialized Funds Van

ETFs
34
New
$87.85 - $98.6 $2.99K - $3.35K
34 $3K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
201
New
$12.74 - $14.23 $2.56K - $2.86K
201 $2K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
47
New
$56.27 - $69.89 $2.64K - $3.28K
47 $2K
Smurfit West Rock PLC
3.36K
New
N/A
3.36K $0
Nebius Group Nv
5.32K
New
N/A
5.32K $0
Grayscale Investments Llc/Usa
3.25K
New
N/A
3.25K $0
SPTL
Spdr Portfolio Long Term Treas

ETFs
1
New
$26.05 - $29.17 $26.1 - $29.2
1 $0
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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