Security National Bank Reduced Holdings in Q3 2025

Security National Bank

  • $636 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
-131K
- 65.46%
$55.61 - $57.37 $7.3M - $7.53M
69.2K $3.95M
ACN
Accenture PLC

Technology
-15.2K
- 97.08%
$232.56 - $304.78 $3.53M - $4.62M
456 $112K
UNH
Unitedhealth Group Inc

Healthcare
-5.85K
- 94.08%
$237.77 - $353.61 $1.39M - $2.07M
368 $127K
XLI
Industrial Sector Spdr

ETFs
-10.1K
- 98.42%
$147.94 - $154.99 $1.49M - $1.56M
162 $24K
MUSA
Murphy Usa Inc.

Consumer Cyclical
-55
- 0.1%
$361.83 - $435.43 $19.9K - $23.9K
52.6K $20.4M
META
Meta Platforms, Inc.

Communication Services
-895
- 32.02%
$695.21 - $791.73 $622K - $709K
1.9K $1.4M
BR
Broadridge Financial Solutions, Inc.

Technology
-376
- 2.18%
$233.75 - $266.89 $87.9K - $100K
16.9K $4.01M
TXN
Texas Instruments Inc

Technology
-668
- 26.75%
N/A
1.83K $355K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.41K
- 16.89%
$62.09 - $66.51 $150K - $160K
11.9K $773K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-1.9K
- 46.65%
$48.31 - $48.93 $91.6K - $92.8K
2.17K $105K
VLO
Valero Energy Corp

Energy
-1K
- 40.31%
$131.77 - $175.63 $132K - $176K
1.48K $252K
CPT
Camden Property Trust

Real Estate
-209
- 2.54%
$104.05 - $115.69 $21.7K - $24.2K
8.02K $856K
ABBV
Abb Vie Inc.

Healthcare
-572
- 33.24%
$184.85 - $231.54 $106K - $132K
1.15K $266K
DOW
Dow Inc.

Basic Materials
-1.75K
- 95.37%
$20.87 - $30.37 $36.5K - $53.1K
85 $1K
IRM
Iron Mountain Inc

Real Estate
-409
- 24.59%
$89.46 - $104.46 $36.6K - $42.7K
1.25K $127K
AXP
American Express CO

Financial Services
-80
- 14.71%
$294.27 - $342.31 $23.5K - $27.4K
464 $154K
FDX
Fedex Corp

Industrials
-75
- 42.86%
$217.1 - $243.2 $16.3K - $18.2K
100 $23K
MRK
Merck & Co., Inc.

Healthcare
-287
- 13.93%
$77.6 - $87.37 $22.3K - $25.1K
1.77K $148K
HPE
Hewlett Packard Enterprise CO

Technology
-1.1K
- 21.15%
$19.81 - $25.24 $21.9K - $27.8K
4.11K $100K
DIS
Walt Disney CO

Communication Services
-1
- 0.17%
$112.25 - $124.0 $112 - $124
575 $65K
T
At&T Inc.

Communication Services
-6
- 0.15%
$26.94 - $29.62 $162 - $178
4.06K $114K
Kenvue Inc
-3.46K
- 7.85%
N/A
40.6K $0
PHM
Pultegroup Inc

Consumer Cyclical
-73
- 18.72%
$108.0 - $141.42 $7.88K - $10.3K
317 $41K
BP
Bp PLC

Energy
-7
- 3.38%
$30.25 - $35.69 $212 - $250
200 $6K
Grayscale Ethereum Trust ETF
-288
- 20.2%
N/A
1.14K $0
COP
Conocophillips

Energy
-5
- 0.42%
$91.0 - $98.99 $455 - $495
1.19K $112K
PEP
Pepsico Inc

Consumer Defensive
-300
- 4.52%
$133.81 - $152.16 $40.1K - $45.6K
6.34K $889K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-62
- 3.22%
$339.37 - $366.46 $21K - $22.7K
1.86K $680K
UNP
Union Pacific Corp

Industrials
-128
- 1.36%
$214.91 - $237.16 $27.5K - $30.4K
9.27K $2.19M
XOM
Exxon Mobil Corp

Energy
-4
- 0.05%
$105.83 - $117.22 $423 - $469
8.86K $999K
CVX
Chevron Corp

Energy
-2
- 0.05%
$145.57 - $161.83 $291 - $324
3.74K $580K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-92
- 1.31%
$108.46 - $120.63 $9.98K - $11.1K
6.93K $823K
WEC
Wec Energy Group, Inc.

Utilities
-357
- 3.6%
$103.66 - $114.59 $37K - $40.9K
9.56K $1.09M
TSLA
Tesla, Inc.

Consumer Cyclical
-31
- 3.4%
$293.94 - $444.72 $9.11K - $13.8K
882 $392K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-17
- 0.64%
$546.99 - $602.2 $9.3K - $10.2K
2.65K $1.59M
GOOG
Alphabet Inc.

Communication Services
-64
- 0.95%
$175.16 - $255.24 $11.2K - $16.3K
6.67K $1.63M
IVV
Ishares Core S&P 500 ETF

ETFs
-75
- 0.67%
$620.67 - $670.08 $46.6K - $50.3K
11K $7.39M
JNJ
Johnson & Johnson

Healthcare
-92
- 0.59%
$155.17 - $185.42 $14.3K - $17.1K
15.6K $2.9M
NVT
N Vent Electric PLC

Industrials
-585
- 1.31%
$72.16 - $100.25 $42.2K - $58.6K
44.2K $4.36M
MUR
Murphy Oil Corp

Energy
-386
- 0.19%
$22.13 - $30.03 $8.54K - $11.6K
199K $5.67M
NVDA
Nvidia Corp

Technology
-7.77K
- 1.67%
$153.3 - $186.58 $1.19M - $1.45M
458K $85.4M
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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