Security National Bank

CIK Number: 0001719739

577.71M
Market Value
312
# of Holdings
10 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 23, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 NVDA NVIDIA Corporat...
181.60
-0.09% 481.48K -1.55% 52.18M 3.91 9.86% Share
2 BRK-A Berkshire Hatha...
743661.00
+0.88% 62 +16.98% 49.5M 542880.68 9.35% Share
3 BRK-B Berkshire Hatha...
495.64
+0.70% 65.06K -1.11% 34.65M 205.75 6.54% Share
4 AAPL Apple Inc.
230.49
+0.51% 116.64K -0.68% 25.91M 52.52 4.89% Share
5 MUSA Murphy USA Inc.
378.38
+0.16% 53.22K +5.94% 25M 106.46 4.72% Share
6 MSFT Microsoft Corpo...
506.74
+0.94% 49.09K +11.65% 18.43M 114.26 3.48% Share
7 AMZN Amazon.com, Inc...
229.12
+0.18% 74.38K +3.65% 14.15M 75.26 2.67% Share
8 V Visa Inc.
350.30
-0.25% 38.68K +0.94% 13.55M 140.01 2.56% Share
9 PANW Palo Alto Netwo...
187.61
+1.83% 77.51K +1.78% 13.23M 35.34 2.50% Share
10 TIPX SPDR Bloomberg ...
19.38
+0.21% 629.65K +0.75% 12.08M 18.95 2.28% Share
11 JEPI JPMorgan Equity...
57.15
+0.10% 197.8K -0.08% 11.3M 56.81 2.13% Share
12 LOW Lowe's Companie...
258.52
+0.07% 45.13K +0.62% 10.53M 94.42 1.99% Share
13 SYK Stryker Corpora...
393.05
-0.32% 26.48K +2.60% 9.86M 266.8 1.86% Share
14 UNH UnitedHealth Gr...
303.77
+1.11% 17.28K +0.72% 9.05M 264.67 1.71% Share
15 JPM JPMorgan Chase ...
299.35
+0.26% 36.79K +4.13% 9.03M 139.6 1.70% Share
16 MTH Meritage Homes ...
77.83
+0.84% 123.5K +108.44% 8.75M 86.4 1.65% Share
17 ZTS Zoetis Inc.
155.41
+0.40% 50.04K +4.48% 8.24M 109.27 1.56% Share
18 BX Blackstone Inc.
171.58
+0.09% 48.96K +0.60% 6.84M 112.01 1.29% Share
19 BLK BlackRock, Inc.
1131.64
-0.72% 7.04K +100.00% 6.66M 946.48 1.26% Share
20 ASML ASML Holding N....
770.00
+0.89% 10K +1.02% 6.63M 714.05 1.25% Share
21 GOOGL Alphabet Inc.
207.48
+0.16% 42.83K +10.63% 6.62M 160.13 1.25% Share
22 NEE NextEra Energy,...
73.85
-1.32% 92.59K +1.70% 6.56M 61.87 1.24% Share
23 COST Costco Wholesal...
949.52
+0.87% 6.08K +638.47% 5.76M 871.02 1.09% Share
24 MUR Murphy Oil Corp...
24.66
+2.94% 199.86K +0.71% 5.68M 29.17 1.07% Share
25 ACN Accenture plc
257.21
+0.70% 16.26K -0.71% 5.07M 263.95 0.96% Share
26 IVV iShares Core S&...
649.90
+0.25% 9.03K -96.37% 5.07M 522.17 0.96% Share
27 TMO Thermo Fisher S...
488.13
-0.07% 9.82K -0.84% 4.89M 253.71 0.92% Share
28 BR Broadridge Fina...
258.32
+0.40% 19.3K -2.21% 4.68M 110.89 0.88% Share
29 FANG Diamondback Ene...
147.06
+2.15% 28.62K +1.65% 4.58M 156.2 0.86% Share
30 VXF Vanguard Extend...
205.91
+0.56% 26.36K -0.23% 4.54M 99.88 0.86% Share
31 GRBK Green Brick Par...
69.67
+0.07% 76.35K +4.58% 4.45M 56.79 0.84% Share
32 TRMB Trimble Inc.
82.18
+0.91% 66.28K -0.23% 4.35M 44.79 0.82% Share
33 SNPS Synopsys, Inc.
603.17
+1.20% 10.06K +7.31% 4.31M 449.3 0.81% Share
34 NOW ServiceNow, Inc...
888.24
+2.73% 5.32K +20.71% 4.23M 951.68 0.80% Share
35 SCCO Southern Copper...
96.19
-1.63% 44.91K -7.62% 4.2M 81.63 0.79% Share
36 BSX Boston Scientif...
105.83
-0.53% 39.17K +1.74K% 3.95M 100.25 0.75% Share
37 VOO Vanguard S&P 50...
594.62
+0.26% 7.48K +2.80% 3.85M 352.3 0.73% Share
38 DE Deere & Company
493.23
+1.12% 7.99K +30.22% 3.75M 384.83 0.71% Share
39 AVGO Broadcom Inc.
300.25
+0.75% 22.26K +5.49% 3.73M 130.3 0.70% Share
40 KLAC KLA Corporation
888.89
+0.09% 5.44K +18.02% 3.7M 723.2 0.70% Share
41 PEP PepsiCo, Inc.
147.65
+0.44% 21.92K -3.36% 3.29M 119.39 0.62% Share
42 VMI Valmont Industr...
374.39
-0.48% 11.24K +4.40% 3.21M 160.98 0.61% Share
43 RTX RTX Corporation
159.86
+0.18% 22.25K +1.28K% 2.95M 129.76 0.56% Share
44 VTI Vanguard Total ...
318.95
+0.27% 10.29K +0.30% 2.83M 203.32 0.53% Share
45 JNJ Johnson & Johns...
176.62
+0.07% 16.08K -0.77% 2.67M 133.33 0.50% Share
46 HUBB Hubbell Incorpo...
446.17
+0.82% 8.03K +18.24% 2.66M 361.5 0.50% Share
47 MRK Merck & Co., In...
84.08
-1.07% 29.02K -59.01% 2.61M 67.88 0.49% Share
48 CASY Casey's General...
498.29
+0.30% 5.67K +9.75% 2.46M 326.25 0.47% Share
49 MA Mastercard Inco...
590.81
-0.14% 4.47K -2.08% 2.45M 234.53 0.46% Share
50 CB Chubb Limited
273.03
+0.38% 8.11K +3.85% 2.45M 233.56 0.46% Share
51 NVT nVent Electric ...
91.14
+0.33% 46.57K -3.14% 2.44M 75.12 0.46% Share
52 UNP Union Pacific C...
220.95
-0.8% 9.38K -4.74% 2.21M 134.14 0.42% Share
53 GXO GXO Logistics, ...
53.37
+0.20% 53.64K -27.71% 2.1M 36.6 0.40% Share
54 VTS Vitesse Energy,...
26.84
+1.36% 71.94K +26.56% 1.77M 24.84 0.33% Share
55 META Meta Platforms,...
747.38
-0.89% 2.77K +943.40% 1.59M 555.04 0.30% Share
56 MSI Motorola Soluti...
464.43
+1.93% 3.59K +18.01% 1.57M 408.56 0.30% Share
57 RPM RPM Internation...
125.91
+0.30% 13.3K +100.00% 1.54M 115.68 0.29% Share
58 OUNZ VanEck Merk Gol...
32.72
+0.17% 50.31K 0.00% 1.52M 20.55 0.29% Share
59 JEPQ JPMorgan Nasdaq...
55.87
+0.11% 28.45K +382.94% 1.47M 52.52 0.28% Share
60 CAT Caterpillar Inc...
432.77
+0.35% 4.01K 0.00% 1.32M 184.38 0.25% Share
61 XLI Industrial Sele...
153.14
-0.02% 10.1K +100.00% 1.32M 131.07 0.25% Share
62 LLY Eli Lilly and C...
734.18
-0.25% 1.5K +643.56% 1.24M 793.23 0.23% Share
63 HELO JPMorgan Hedged...
64.25
+0.02% 20.23K +0.01% 1.21M 59.79 0.23% Share
64 WEC WEC Energy Grou...
107.65
+0.46% 9.93K -0.81% 1.08M 96.12 0.20% Share
65 XOM Exxon Mobil Cor...
112.73
+1.11% 8.87K -0.48% 1.05M 67.5 0.20% Share
66 GOOG Alphabet Inc.
208.21
+0.13% 6.61K -0.78% 1.03M 88.79 0.20% Share
67 CPT Camden Property...
110.58
+1.26% 8.43K +1.86% 1.03M 100.64 0.19% Share
68 KVUE Kenvue Inc.
20.77
-0.12% 41.97K -4.06% 1.01M 19.75 0.19% Share
69 IVW iShares S&P 500...
115.61
+0.14% 10.83K +5.39% 1.01M 69.08 0.19% Share
70 FREY FREYR Battery
1.53
-2.55% 781.32K 0.00% 984.46K 1.59 0.19% Share
71 QQQ Invesco QQQ Tru...
573.49
+0.15% 2.07K +43.21% 969.73K 436.29 0.18% Share
72 PCH PotlatchDeltic ...
41.89
-1.87% 20.32K 0.00% 917.02K 49.1 0.17% Share
73 CADE Cadence Bank
37.67
+0.39% 29.83K 0.00% 905.61K 29.79 0.17% Share
74 HD The Home Depot,...
408.24
+0.17% 2.15K -13.7% 789.79K 258.86 0.15% Share
75 AMGN Amgen Inc.
287.97
-0.56% 2.44K +69.44% 760.18K 241.19 0.14% Share
76 IJR iShares Core S&...
118.75
+0.82% 7.08K +2.25% 740.15K 108.38 0.14% Share
77 IJH iShares Core S&...
65.42
+0.68% 12.05K +1.70% 703.18K 52.43 0.13% Share
78 CVX Chevron Corpora...
159.20
+1.17% 4.08K +0.05% 683.38K 139.25 0.13% Share
79 HON Honeywell Inter...
221.25
-0.59% 2.82K -91.04% 596.71K 144.85 0.11% Share
80 IWB iShares Russell...
355.50
+0.28% 1.93K +291.26% 590.48K 310.68 0.11% Share
81 SPY SPDR S&P 500 ET...
646.70
+0.24% 1.04K 0.00% 584K 369.48 0.11% Share
82 LMT Lockheed Martin...
454.31
-0.25% 1.28K -90.82% 571.79K 312.67 0.11% Share
83 MCD McDonald's Corp...
311.43
-0.48% 1.72K -3.65% 536.34K 234.52 0.10% Share
84 HYD VanEck High Yie...
49.44
+0.21% 10K +100.00% 511.8K 51.18 0.10% Share
85 VYM Vanguard High D...
139.10
+0.32% 3.57K -5.9% 460.52K 96.53 0.09% Share
86 TXN Texas Instrumen...
205.49
-0.24% 2.5K 0.00% 448.71K 95.14 0.08% Share
87 SIVR abrdn Physical ...
36.70
-0.12% 13.5K 0.00% 438.88K 22.58 0.08% Share
88 ABT Abbott Laborato...
131.40
-0.14% 3.27K -25.81% 433.5K 87.49 0.08% Share
89 SPYD SPDR Portfolio ...
44.89
+0.65% 9.76K 0.00% 431.93K 38.16 0.08% Share
90 IDV iShares Interna...
36.56
-0.33% 13.44K +0.10% 417K 29.03 0.08% Share
91 RF Regions Financi...
27.43
+1.29% 16.92K 0.00% 367.58K 14.53 0.07% Share
92 ABBV AbbVie Inc.
208.10
-0.12% 1.7K -15.69% 355.76K 100.26 0.07% Share
93 ETN Eaton Corporati...
351.42
-0.17% 1.3K 0.00% 353.38K 157.08 0.07% Share
94 FELG Fidelity Coving...
39.13
+0.12% 11.18K 0.00% 352.01K 26.23 0.07% Share
95 VGT Vanguard Inform...
700.72
+0.67% 642 -2.43% 348.21K 166.82 0.07% Share
96 UNG United States N...
12.19
+1.84% 16.03K 0.00% 346.41K 16.33 0.07% Share
97 KOS Kosmos Energy L...
1.82
+1.39% 146K 0.00% 332.88K 2.96 0.06% Share
98 IBM International B...
244.84
+0.91% 1.32K 0.00% 328.23K 141.97 0.06% Share
99 VLO Valero Energy C...
150.82
+2.63% 2.48K +67.52% 327.67K 113.84 0.06% Share
100 VCIT Vanguard Interm...
83.46
+0.12% 3.75K 0.00% 306.6K 80.57 0.06% Share
101 MGEE MGE Energy, Inc...
87.49
+0.08% 3.27K 0.00% 303.89K 87.94 0.06% Share
102 ACWX iShares MSCI AC...
62.80
-0.27% 5.22K 0.00% 289.23K 48.65 0.05% Share
103 MCHP Microchip Techn...
66.65
-1.43% 5.97K -3.04% 288.91K 37.96 0.05% Share
104 PGR The Progressive...
244.68
-0.55% 1K 0.00% 283.01K 159.28 0.05% Share
105 IJT iShares S&P Sma...
141.94
+0.73% 2.27K 0.00% 281.99K 110.57 0.05% Share
106 BSV Vanguard Short-...
78.92
+0.09% 3.6K 0.00% 281.96K 77.02 0.05% Share
107 CRWD CrowdStrike Hol...
422.61
+1.20% 765 0.00% 269.72K 335.43 0.05% Share
108 FI Fiserv, Inc.
137.99
+0.08% 1.2K 0.00% 265K 132.84 0.05% Share
109 KO The Coca-Cola C...
68.80
+0.10% 3.45K 0.00% 247.09K 51.12 0.05% Share
110 WMT Walmart Inc.
96.08
+0.03% 2.7K -8.15% 237.3K 60.26 0.04% Share
111 PFG Principal Finan...
80.84
+0.36% 2.79K 0.00% 235.81K 72.15 0.04% Share
112 LIN Linde plc
482.71
+0.16% 500 +128.31% 232.82K 441.58 0.04% Share
113 FPE First Trust Pre...
18.08
+0.11% 13.12K 0.00% 230.73K 19.4 0.04% Share
114 TSLA Tesla, Inc.
349.60
-0.59% 882 +224.26% 228.58K 277.35 0.04% Share
115 UBER Uber Technologi...
95.37
-1.2% 3.1K +3K% 225.87K 72.46 0.04% Share
116 USB U.S. Bancorp
48.75
+0.37% 5.33K 0.00% 225.24K 46.19 0.04% Share
117 ROP Roper Technolog...
528.66
+0.80% 375 0.00% 221.09K 432.09 0.04% Share
118 C Citigroup Inc.
96.89
+1.23% 3K +100.00% 212.97K 70.99 0.04% Share
119 SCHF Schwab Internat...
22.74
-0.18% 10.4K +179.39% 205.69K 19.32 0.04% Share
120 ISTB iShares Core 1-...
48.83
+0.10% 4.23K 0.00% 204.57K 47.62 0.04% Share
121 VEA Vanguard Develo...
58.76
-0.14% 3.99K -42.9% 202.96K 47.82 0.04% Share
122 VTEB Vanguard Tax-Ex...
48.98
+0.03% 4.06K +2.8K% 201.36K 49.64 0.04% Share
123 NUE Nucor Corporati...
150.33
+1.61% 1.67K 0.00% 200.73K 81.33 0.04% Share
124 VTV Vanguard Value ...
183.10
+0.32% 1.16K +83.81% 200.03K 167.09 0.04% Share
125 HBAN Huntington Banc...
17.80
+1.77% 13.02K 0.00% 195.35K 16.27 0.04% Share
126 ODFL Old Dominion Fr...
153.82
-0.43% 1.18K 0.00% 195.23K 204.36 0.04% Share
127 BKNG Booking Holding...
5615.68
-1.58% 40 0.00% 184.28K 3547.2 0.03% Share
128 SPGI S&P Global Inc.
549.70
-0.47% 335 0.00% 170.21K 440.52 0.03% Share
129 VUG Vanguard Growth...
461.15
+0.22% 450 0.00% 166.87K 310.88 0.03% Share
130 IJK iShares S&P Mid...
95.41
+0.58% 1.95K 0.00% 162.48K 79.22 0.03% Share
131 IWV iShares Russell...
368.31
+0.31% 509 +90.64% 161.68K 326.35 0.03% Share
132 DHR Danaher Corpora...
205.01
-0.6% 770 +1.85% 157.85K 230.75 0.03% Share
133 VZ Verizon Communi...
44.27
+0.69% 3.42K 0.00% 155.04K 38.51 0.03% Share
134 SLV iShares Silver ...
34.99
-0.09% 4.88K 0.00% 151.08K 21.78 0.03% Share
135 VRSK Verisk Analytic...
267.70
-0.23% 500 0.00% 148.81K 238.86 0.03% Share
136 AXP American Expres...
322.56
+0.61% 544 -2.86% 146.36K 187.34 0.03% Share
137 RACE Ferrari N.V.
469.58
+0.35% 336 +100.00% 143.77K 427.88 0.03% Share
138 PAVE Global X U.S. I...
46.86
+0.04% 3.7K 0.00% 139.6K 40.41 0.03% Share
139 IRM Iron Mountain I...
91.87
+0.48% 1.62K 0.00% 139.3K 69.98 0.03% Share
140 PCAR PACCAR Inc
101.44
+1.19% 1.42K 0.00% 138.56K 106.69 0.03% Share
141 AEP American Electr...
112.89
+0.23% 1.27K 0.00% 138.44K 102.6 0.03% Share
142 VDE Vanguard Energy...
125.37
+1.14% 1.05K -9.79% 136.32K 117.28 0.03% Share
143 DVYE iShares Emergin...
29.78
-0.33% 4.91K +0.14% 134.08K 26.37 0.03% Share
144 TE T1 Energy Inc
1.58
-1.86% 1.04M 0.00% 131.92K 0.1505 0.02% Share
145 PSX Phillips 66
132.62
+2.10% 1.05K 0.00% 130.15K 133.14 0.02% Share
146 XLRE The Real Estate...
42.18
+0.40% 3.01K -4.74% 126.05K 40.09 0.02% Share
147 COP ConocoPhillips
97.88
+0.86% 1.19K +0.42% 125.29K 116.02 0.02% Share
148 XLK Technology Sele...
264.35
+0.50% 600 0.00% 123.89K 192.48 0.02% Share
149 WMB The Williams Co...
57.49
+0.63% 2K +100.00% 119.52K 59.76 0.02% Share
150 PG The Procter & G...
156.95
+0.63% 693 -2.81% 118.1K 149.45 0.02% Share