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CIK: 0001719739
Total reported value
$837.9M
$837.9M
319 檔
36.7%
According to the latest 13F quarterly dataset, Security National Bank managed an equity portfolio of $837.9M at the end of Q4 2024, spanning 319 distinct U.S. exchange-listed positions.
In Q4 2024, Security National Bank adopted a defensive or profit-taking posture, trimming 29 positions and completely liquidating 3 holdings to manage risk exposure.
Showing top 200 holdings (of 319 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 20.88% | +0.01% | -8.79% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 9.37% | -0.79% | -2.68% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 5.15% | -0.94% | +6.00% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.25% | -0.64% | -0.49% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.20% | -0.29% | -2.29% | |
| 6 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 4.02% | — | -7.13% | |
| 7 | MUSA | Murphy USA Inc | Stock-Consumer Disc | 3.60% | -0.22% | — | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.64% | -0.36% | -0.25% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.25% | -0.06% | -0.93% | |
| 10 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.98% | +1.52% | +93.87% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.73% | -0.01% | -0.85% | |
| 12 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-Other | 1.65% | -0.34% | -0.03% | |
| 13 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.62% | -0.10% | +77.47% | |
| 14 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.58% | -0.27% | -1.32% | |
| 15 | SYK | Stryker CORP | Stock-Healthcare | 1.33% | -0.20% | +1.29% | |
| 16 | MTH | Meritage Homes CORP | Stock-Consumer Disc | 1.30% | +0.13% | — | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.24% | — | -1.29% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.21% | +0.01% | -3.45% | |
| 19 | BX | Blackstone Inc | Stock-Financials | 1.20% | -0.01% | -3.13% | |
| 20 | ZTS | Zoetis Inc | Stock-Healthcare | 1.11% | -0.04% | -0.62% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.05% | +0.14% | -0.38% | |
| 22 | HON | Honeywell International Inc | Stock-Industrials | 1.01% | -0.07% | EXIT | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.01% | — | -3.98% | |
| 24 | ASML | ASML Holding N.V. | Stock-Tech | 0.98% | +0.59% | -1.24% | |
| 25 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.97% | — | -1.97% | |
| 26 | NEE | Nextera Energy Inc | Stock-Utilities | 0.93% | -0.19% | -0.94% | |
| 27 | ADBE | Adobe Inc | Stock-Tech | 0.87% | -0.01% | +0.66% | |
| 28 | MUR | Murphy Oil CORP | Stock-Energy | 0.86% | -0.42% | +0.65% | |
| 29 | ACN | Accenture plc | Stock-Tech | 0.82% | -0.01% | EXIT | |
| 30 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.74% | -0.01% | -0.16% | |
| 31 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.72% | -0.02% | — | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.70% | +0.36% | -1.25% | |
| 33 | TRMB | Trimble Inc | Stock-Tech | 0.67% | -0.16% | +0.96% | |
| 34 | NOW | Servicenow Inc | Stock-Tech | 0.67% | -0.44% | +136.77% | |
| 35 | FANG | Diamondback Energy Inc | Stock-Energy | 0.66% | -0.06% | -14.61% | |
| 36 | SNPS | Synopsys Inc | Stock-Tech | 0.65% | +0.06% | -3.41% | |
| 37 | BR | Broadridge Financial Solutio | Stock-Tech | 0.64% | -0.39% | -2.34% | |
| 38 | SCCO | Southern Copper CORP | Stock-Materials | 0.63% | -0.14% | +11.13% | |
| 39 | GRBK | Green Brick Partners Inc | Stock-Other | 0.59% | +0.13% | -1.41% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | -0.05% | — | |
| 41 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.49% | -0.08% | +0.35% | |
| 42 | VMI | Valmont Industries | Stock-Industrials | 0.47% | +0.38% | — | |
| 43 | NVT | nVent Electric plc | Stock-Industrials | 0.47% | +0.04% | +0.01% | |
| 44 | GXO | Gxo Logistics Inc | Stock-Industrials | 0.46% | -0.01% | EXIT | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.42% | -0.04% | -1.15% | |
| 46 | KLAC | Kla CORP | Stock-Tech | 0.41% | +1.05% | +9.37% | |
| 47 | HUBB | Hubbell Inc | Stock-Industrials | 0.41% | +0.05% | +0.88% | |
| 48 | DE | Deere & Co | Stock-Industrials | 0.37% | +0.07% | -2.23% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.34% | -0.06% | — | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.33% | -0.09% | -1.79% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.1% | -2.68% | Trim |
| 2 | JEPI | Jpmorgan Equity Premium Inco | +0.7% | +77.47% | Add |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | +0.5% | +6.00% | Add |
| 4 | NOW | Servicenow Inc | +0.4% | +136.77% | Add |
| 5 | AMZN | Amazon.com Inc | +0.4% | -0.93% | Trim |
| 6 | AAPL | Apple Inc | +0.4% | -2.29% | Trim |
| 7 | V | Visa Inc-class A Shares | +0.3% | -0.85% | Trim |
| 8 | MUSA | Murphy USA Inc | +0.2% | — | Unchanged |
| 9 | AVGO | Broadcom Inc | +0.2% | -1.25% | Trim |
| 10 | VTS | Vitesse Energy Inc | +0.2% | +3068.73% | Add |
| 11 | TE | T1 Energy Inc | +0.2% | — | Unchanged |
| 12 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.38% | Trim |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | -3.45% | Trim |
| 14 | PANW | Palo Alto Networks Inc | +0.2% | +93.87% | Add |
| 15 | BX | Blackstone Inc | +0.2% | -3.13% | Trim |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.49% | Trim |
| 17 | TRMB | Trimble Inc | +0.1% | +0.96% | Add |
| 18 | HON | Honeywell International Inc | +0.1% | -2.08% | Trim |
| 19 | MSFT | Microsoft CORP | +0.1% | -0.25% | Trim |
| 20 | VEA | Vanguard Ftse Developed ETF | +0.1% | NEW | New buy |
| 21 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | 0% | -0.03% | Trim |
| 22 | IJR | Ishares Core S&p Small-cap E | 0% | +49.12% | Add |
| 23 | TE-WS | Freyr Battery Inc-27 | 0% | — | Unchanged |
| 24 | ACN | Accenture plc | 0% | -4.72% | Trim |
| 25 | SNPS | Synopsys Inc | 0% | -3.41% | Trim |
| 26 | PEP | Pepsico Inc | 0% | +0.35% | Add |
| 27 | KLAC | Kla CORP | 0% | +9.37% | Add |
| 28 | JNJ | Johnson & Johnson | 0% | -1.79% | Trim |
| 29 | MUR | Murphy Oil CORP | 0% | +0.65% | Add |
| 30 | TPL | Texas Pacific Land CORP | 0% | EXIT | Sold out |
| 31 | SCCO | Southern Copper CORP | -0.1% | +11.13% | Add |
| 32 | GXO | Gxo Logistics Inc | -0.1% | +0.55% | Add |
| 33 | ADBE | Adobe Inc | -0.1% | +0.66% | Add |
| 34 | IWR | Ishares Russell Mid-cap ETF | -0.1% | -7.13% | Trim |
| 35 | LOW | Lowe's Cos Inc | -0.1% | -1.32% | Trim |
| 36 | TMO | Thermo Fisher Scientific Inc | -0.1% | -0.16% | Trim |
| 37 | FANG | Diamondback Energy Inc | -0.1% | -14.61% | Trim |
| 38 | NEE | Nextera Energy Inc | -0.1% | -0.94% | Trim |
| 39 | UNH | Unitedhealth Group Inc | -0.1% | -1.29% | Trim |
| 40 | MRK | Merck & Co. Inc. | -0.1% | -3.98% | Trim |
| 41 | ASML | ASML Holding N.V. | -0.2% | -1.24% | Trim |
| 42 | LMT | Lockheed Martin CORP | -0.2% | -1.97% | Trim |
| 43 | ZTS | Zoetis Inc | -0.2% | -0.62% | Trim |
| 44 | BHP | Bhp Group Ltd-spon Adr | -0.2% | -44.97% | Trim |
| 45 | GRBK | Green Brick Partners Inc | -0.3% | -1.41% | Trim |
| 46 | MTH | Meritage Homes CORP | -0.4% | — | Unchanged |
| 47 | IVV | Ishares Core S&p 500 ETF | -0.5% | -8.79% | Trim |
| 48 | CTRA | Coterra Energy Inc | -0.7% | -98.97% | Trim |
| 49 | BLKCHF | Blackrock Inc | -0.9% | EXIT | Sold out |
| 50 | ROAD | Construction Partners Inc-a | -2.1% | EXIT | Sold out |
According to official SEC Form 13F filings, Security National Bank reported a total U.S. public equity portfolio value of $837.9M across 319 disclosed positions in Q4 2024.
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 IVV, NVDA, BRK-A) accounted for 36.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
VEA
市值: $334.4K
Top Position Liquidated / Trimmed
ROAD
前期市值: $15.6M
During Q4 2024, Security National Bank's top holdings by market value included IVV (20.9%)、NVDA (9.4%)、BRK-A (5.2%). The largest single position, IVV, represented 20.9% of total portfolio value.
In Q4 2024, Security National Bank made 46 total portfolio adjustments, initiating 1 new buys, adding to 13 positions, trimming 29 holdings, and fully liquidating 3 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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