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CIK: 0001085041
Total reported value
$365.5M
$365.5M
132 檔
22.4%
As reported in its official Q1 2025 Form 13F filing, First National Bank Sioux Falls's tracked investment portfolio stood at $365.5M with 132 total positions.
In Q1 2025, First National Bank Sioux Falls displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.71% | — | -2.27% | |
| 2 | AVDE | Avantis International Equity | ETF-Other | 6.74% | — | +1.34% | |
| 3 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 6.69% | — | -7.54% | |
| 4 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 5.24% | — | +12.22% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.69% | — | +12.82% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 3.59% | — | +11.55% | |
| 7 | DFAX | Dimensional World Ex US Core | ETF-Other | 3.27% | — | -1.32% | |
| 8 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.16% | — | +15.76% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.91% | — | +94.59% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.68% | — | +10.03% | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.49% | — | +7.93% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.33% | — | -4.74% | |
| 13 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.24% | — | — | |
| 14 | AAPL | Apple Inc | Stock-Tech | 2.20% | — | +8.00% | |
| 15 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.87% | — | +7.55% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.82% | — | — | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.57% | — | +9.18% | |
| 18 | APO | Apollo Global Management Inc | Stock-Financials | 1.56% | — | — | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.34% | — | +17.25% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.34% | — | — | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.03% | — | +1.92% | |
| 22 | BX | Blackstone Inc | Stock-Financials | 0.94% | — | — | |
| 23 | DFAI | Dimensional International Co | ETF-Other | 0.89% | — | +578.10% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.83% | — | -2.73% | |
| 25 | CAT | Caterpillar Inc | Stock-Industrials | 0.78% | — | — | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.75% | — | +18.19% | |
| 27 | ✓ | Minnehaha Banshares Inc-Common | Stock-Other | 0.73% | — | — | |
| 28 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.73% | — | — | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 0.72% | — | — | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 0.72% | — | — | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.67% | — | +56.88% | |
| 32 | KKR | Kkr & Co Inc | Stock-Financials | 0.65% | — | — | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.61% | — | +191.25% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.60% | — | +28.23% | |
| 35 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.55% | — | +221.97% | |
| 36 | BAC | Bank Of America CORP | Stock-Financials | 0.55% | — | — | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.54% | — | +3.76% | |
| 38 | MUB | Ishares National Muni Bond E | ETF-Other | 0.54% | — | — | |
| 39 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.52% | — | — | |
| 40 | VUG | Vanguard Growth ETF | ETF-Other | 0.51% | — | — | |
| 41 | AVMV | Avantis US Mid Cap Val ETF | ETF-Other | 0.49% | — | — | |
| 42 | UNP | Union Pacific CORP | Stock-Industrials | 0.48% | — | — | |
| 43 | CSX | Csx CORP | Stock-Industrials | 0.48% | — | — | |
| 44 | UBER | Uber Technologies Inc | Stock-Industrials | 0.43% | — | +0.01% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.42% | — | — | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.41% | — | — | |
| 47 | WFC | Wells Fargo & Co | Stock-Financials | 0.41% | — | — | |
| 48 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.41% | — | — | |
| 49 | BBN | Blackrock Taxable Muni Bnd | Stock-Other | 0.39% | — | — | |
| 50 | MTBA | Simplify Mbs ETF | ETF-Other | 0.38% | — | +212.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 2 | AVDE | Avantis International Equity | — | NEW | New buy |
| 3 | IDEV | Ishares Core Msci Dev Mkts | — | NEW | New buy |
| 4 | AVLV | Avantis US Large Cap Value | — | NEW | New buy |
| 5 | VO | Vanguard Mid-cap ETF | — | NEW | New buy |
| 6 | VTV | Vanguard Value ETF | — | NEW | New buy |
| 7 | DFAX | Dimensional World Ex US Core | — | NEW | New buy |
| 8 | DFAS | Dimensional US Small Cap ETF | — | NEW | New buy |
| 9 | RSP | Invesco S&p 500 Equal Weight | — | NEW | New buy |
| 10 | SCHG | Schwab US Large-cap Growth | — | NEW | New buy |
| 11 | AVUV | Avantis US Small Cap Value | — | NEW | New buy |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 13 | DFUV | Dimensional US Marketwide Va | — | NEW | New buy |
| 14 | AAPL | Apple Inc | — | NEW | New buy |
| 15 | AVDV | Avantis Intl S/c Value ETF | — | NEW | New buy |
| 16 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 17 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 18 | APO | Apollo Global Management Inc | — | NEW | New buy |
| 19 | MSFT | Microsoft CORP | — | NEW | New buy |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 21 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 22 | BX | Blackstone Inc | — | NEW | New buy |
| 23 | DFAI | Dimensional International Co | — | NEW | New buy |
| 24 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 25 | CAT | Caterpillar Inc | — | NEW | New buy |
| 26 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 27 | ✓ | Minnehaha Banshares Inc-Common | — | NEW | New buy |
| 28 | IWP | Ishares Russell Mid-cap Grow | — | NEW | New buy |
| 29 | ORCL | Oracle CORP | — | NEW | New buy |
| 30 | MA | Mastercard Inc - A | — | NEW | New buy |
| 31 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 32 | KKR | Kkr & Co Inc | — | NEW | New buy |
| 33 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 34 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 35 | PEP | Pepsico Inc | — | NEW | New buy |
| 36 | BAC | Bank Of America CORP | — | NEW | New buy |
| 37 | ABBV | Abbvie Inc | — | NEW | New buy |
| 38 | MUB | Ishares National Muni Bond E | — | NEW | New buy |
| 39 | SHW | Sherwin-williams Co/the | — | NEW | New buy |
| 40 | VUG | Vanguard Growth ETF | — | NEW | New buy |
| 41 | AVMV | Avantis US Mid Cap Val ETF | — | NEW | New buy |
| 42 | UNP | Union Pacific CORP | — | NEW | New buy |
| 43 | CSX | Csx CORP | — | NEW | New buy |
| 44 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 45 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 46 | IVW | Ishares S&p 500 Growth ETF | — | NEW | New buy |
| 47 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 48 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 49 | BBN | Blackrock Taxable Muni Bnd | — | NEW | New buy |
| 50 | MTBA | Simplify Mbs ETF | — | NEW | New buy |
According to official SEC Form 13F filings, First National Bank Sioux Falls reported a total U.S. public equity portfolio value of $365.5M across 132 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, AVDE, IDEV) accounted for 22.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
VOO
市值: $24.0M
During Q1 2025, First National Bank Sioux Falls's top holdings by market value included VOO (9.7%)、AVDE (6.7%)、IDEV (6.7%). The largest single position, VOO, represented 9.7% of total portfolio value.
In Q1 2025, First National Bank Sioux Falls made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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