SN

SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/

13F
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/
Last update 2024-08-16 92 Stocks (3 new)
Value $139.00 Mil Turnover 2 %
Countries:
Top Holdings: MSFT(5.24%)AAPL(4.81%)BRK.B(4.04%)GOOGL(3.10%)BRK.A(3.09%)
Portfolio Report
Summary Stock Picks Current Portfolio
SECURITY NATIONAL BANK OF SIOU... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
16,267
7270.540
-2.64%
5.240
-0.13%
0.000
+4.18%
+12.90%
3123616.459
Software
AAPL 		Apple Inc
31,648
6665.700
-4.59%
4.810
-0.18%
0.000
+3.38%
+16.42%
3372190.465
Hardware
BRK.B 		Berkshire Hathaway Inc
13,780
5605.710
-2.30%
4.040
-0.10%
0.000
+8.62%
+31.46%
1010532.396
Insurance
GOOGL 		Alphabet Inc
23,597
4298.190
-3.09%
3.100
-0.08%
0.000
+9.71%
+28.70%
2208127.293
Interactive Media
BRK.A 		Berkshire Hathaway Inc
7
4285.690
0%
3.090
0%
0.000
+8.41%
+29.37%
1009524.520
Insurance
XOM 		Exxon Mobil Corp
33,794
3890.360
-5.16%
2.800
-0.15%
0.000
+2.87%
+24.43%
530004.450
Oil & Gas
QCOM 		Qualcomm Inc
19,344
3852.930
-4.08%
2.780
-0.10%
0.000
+1.94%
+16.99%
185770.310
Semiconductors
TMO 		Thermo Fisher Scientific Inc
6,629
3665.840
-6.54%
2.640
-0.19%
0.000
-7.65%
+3.86%
209629.272
Medical Diagnostics & Research
ORCL 		Oracle Corp
23,690
3345.030
-3.10%
2.410
-0.07%
0.000
+43.26%
+81.23%
527388.731
Software
BAH 		Booz Allen Hamilton Holding Corp
20,141
3099.700
-1.11%
2.230
-0.02%
0.020
+26.01%
+46.42%
23814.924
Business Services

SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/'s Historical Top Holdings Breakdowns

SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TEL 		TE Connectivity Ltd2024-06-30New Buy
+1.52%
●
139.45 ($146.67) 152
$154.71
5.48%
New holding
14,057
14,057
IBM 		International Business Machines Corp2024-06-30Reduce
-1.07%
●
164.43 ($173.76) 190.9
$214.54
23.47%
Reduce -63.88%
4,500
-7,960
MKC 		McCormick & Co Inc2024-06-30Reduce
-0.42%
●
67.67 ($72.79) 78.27
$76.81
5.52%
Reduce -64.82%
4,220
-7,775
GIS 		General Mills Inc2024-06-30Add
+0.41%
●
63.26 ($68.66) 71.61
$64.52
-6.04%
Add 36.1%
33,487
8,883
TMO 		Thermo Fisher Scientific Inc2024-06-30Reduce
-0.19%
●
541.52 ($572.88) 599.02
$548.05
-4.33%
Reduce -6.54%
6,629
-464
AAPL 		Apple Inc2024-06-30Reduce
-0.18%
●
165 ($186.49) 216.67
$223.09
19.63%
Reduce -4.59%
31,648
-1,521
AVGO 		Broadcom Inc2024-06-30New Buy
+0.17%
●
120.47 ($140.14) 182.89
$179.19
27.86%
New holding
1,460
146
XOM 		Exxon Mobil Corp2024-06-30Reduce
-0.15%
●
108.36 ($116.47) 122.2
$120.59
3.54%
Reduce -5.16%
33,794
-1,838
NNI 		Nelnet Inc2024-06-30New Buy
+0.15%
●
93.17 ($99.45) 110.66
$110.75
11.36%
New holding
2,100
2,100
DE 		Deere & Co2024-06-30Sold Out
-0.14%
●
364.98 ($390.01) 414.02
$397.44
1.91%
Sold Out
0
-499

SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ Total Holding History ($B)

To

SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/'s Asset Allocation

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SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/'s Hypothetical Growth since 2024-06-30

SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/'s Yearly Returns

Year Portfolio % % Excess Gain %

SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/'s Holdings Heat Map

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SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/'s Holdings Bubble Chart

SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ News

  • 1

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