Security National Bank Reduced Holdings in Q2 2025

Security National Bank

  • $564 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-11.1K
- 64.04%
$274.35 - $599.47 $3.04M - $6.63M
6.21K $1.94M
MUSA
Murphy Usa Inc.

Consumer Cyclical
-540
- 1.01%
$388.56 - $520.27 $210K - $281K
52.7K $21.4M
AAPL
Apple Inc.

Technology
-5.78K
- 4.96%
$172.42 - $223.89 $997K - $1.29M
111K $22.7M
MRK
Merck & Co., Inc.

Healthcare
-27K
- 92.9%
$73.47 - $87.12 $1.98M - $2.35M
2.06K $163K
PEP
Pepsico Inc

Consumer Defensive
-15.3K
- 69.73%
$128.02 - $151.37 $1.96M - $2.31M
6.64K $876K
LOW
Lowes Companies Inc

Consumer Cyclical
-933
- 2.07%
$210.83 - $235.28 $197K - $220K
44.2K $9.81M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-28.8K
- 4.58%
$18.83 - $19.22 $543K - $554K
601K $11.5M
BR
Broadridge Financial Solutions, Inc.

Technology
-2.08K
- 10.75%
$217.22 - $246.25 $451K - $511K
17.2K $4.19M
ACN
Accenture PLC

Technology
-636
- 3.91%
$279.23 - $323.21 $178K - $206K
15.6K $4.67M
AMGN
Amgen Inc

Healthcare
-1K
- 40.98%
$262.28 - $309.85 $262K - $310K
1.44K $402K
JNJ
Johnson & Johnson

Healthcare
-363
- 2.26%
$146.36 - $159.82 $53.1K - $58K
15.7K $2.4M
KOS
Kosmos Energy Ltd.

Energy
-57.3K
- 39.26%
$1.52 - $2.28 $87.1K - $131K
88.7K $152K
PFG
Principal Financial Group Inc

Financial Services
-1.84K
- 65.65%
$69.56 - $86.19 $128K - $158K
960 $76K
PCH
Potlatchdeltic Corp

Real Estate
-395
- 1.94%
$37.16 - $44.86 $14.7K - $17.7K
19.9K $764K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3K
- 73.93%
$48.13 - $49.85 $144K - $150K
1.06K $51K
CVX
Chevron Corp

Energy
-347
- 8.49%
$133.73 - $168.51 $46.4K - $58.5K
3.74K $535K
CPT
Camden Property Trust

Real Estate
-202
- 2.4%
$106.53 - $122.8 $21.5K - $24.8K
8.23K $927K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-5.66K
- 43.13%
$16.93 - $17.81 $95.8K - $101K
7.46K $132K
HON
Honeywell International Inc

Industrials
-625
- 22.18%
$182.86 - $232.88 $114K - $146K
2.19K $510K
WEC
Wec Energy Group, Inc.

Utilities
-19
- 0.19%
$102.24 - $109.76 $1.94K - $2.09K
9.91K $1.03M
VTV
Vanguard Value ETF

ETFs
-293
- 25.3%
$153.67 - $176.74 $45K - $51.8K
865 $152K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-373
- 43.37%
$72.02 - $73.82 $26.9K - $27.5K
487 $35K
VDE
Vanguard Energy ETF

ETFs
-96
- 9.13%
$105.87 - $130.56 $10.2K - $12.5K
955 $114K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-193
- 23.54%
$49.79 - $50.59 $9.61K - $9.76K
627 $31K
AMT
American Tower Corp

Real Estate
-40
- 21.05%
$203.96 - $228.19 $8.16K - $9.13K
150 $33K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-167
- 3.95%
$47.89 - $48.65 $8K - $8.12K
4.06K $197K
GNMA
Ishares Gnma Bond ETF

ETFs
-150
- 44.38%
$42.91 - $44.21 $6.44K - $6.63K
188 $8K
Linde PLC
-300
- 60.0%
N/A
200 $0
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-8
- 8.51%
$49.57 - $50.27 $397 - $402
86 $4K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-10
- 90.91%
$7.69 - $11.46 $76.9 - $115
1 $0
Grayscale Ethereum Trust ETF
-1.17K
- 44.96%
N/A
1.43K $0
J P Morgan Exchange Traded F
-2.38K
- 11.76%
N/A
17.9K $0
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-54
- 2.21%
$39.89 - $49.46 $2.15K - $2.67K
2.39K $118K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-53
- 0.75%
$90.56 - $109.49 $4.8K - $5.8K
7.03K $767K
VGT
Vanguard Information Technolog

ETFs
-15
- 2.34%
$470.37 - $663.28 $7.06K - $9.95K
627 $415K
BX
Blackstone Inc.

Financial Services
-360
- 0.74%
$120.07 - $151.11 $43.2K - $54.4K
48.6K $7.27M
NVT
N Vent Electric PLC

Industrials
-1.77K
- 3.79%
$45.2 - $73.35 $79.9K - $130K
44.8K $3.28M
AMZN
Amazon Com Inc

Consumer Cyclical
-615
- 0.83%
$167.32 - $223.3 $103K - $137K
73.8K $16.2M
AVGO
Broadcom Inc.

Technology
-45
- 0.2%
$146.29 - $275.65 $6.58K - $12.4K
22.2K $6.12M
MSFT
Microsoft Corp

Technology
-395
- 0.8%
$354.56 - $497.45 $140K - $196K
48.7K $24.2M
NVDA
Nvidia Corp

Technology
-16.1K
- 3.34%
$94.31 - $157.99 $1.52M - $2.54M
465K $73.5M
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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