Security National Bank
CIK Number: 0001719739
529.42M
Market Value
310
# of Holdings
9 months
Avg. Holding Period
33.23%
Win Rate
24.96%
Peformance 3-Years
Main Sectors:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 603.05 | +0.54% | 248.67K | -8.79% | 146.39M | 522.17 | 20.88% |
| 2 | NVDA | NVIDIA Corporat... | 144.56 | +1.82% | 489.07K | -2.68% | 65.68M | 3.91 | 9.37% |
| 3 | BRK-A | Berkshire Hatha... | 734690.00 | +0.47% | 53 | +6.00% | 36.09M | 499483.55 | 5.15% |
| 4 | BRK-B | Berkshire Hatha... | 489.72 | +0.45% | 65.79K | -0.49% | 29.82M | 205.75 | 4.25% |
| 5 | AAPL | Apple Inc. | 198.10 | +0.84% | 117.43K | -2.29% | 29.41M | 52.52 | 4.20% |
| 6 | IWR | iShares Russell... | 89.92 | +0.72% | 318.72K | -7.13% | 28.17M | 83.54 | 4.02% |
| 7 | MUSA | Murphy USA Inc. | 389.11 | -3.28% | 50.23K | 0.00% | 25.2M | 84.88 | 3.60% |
| 8 | MSFT | Microsoft Corpo... | 478.44 | +0.73% | 43.96K | -0.25% | 18.53M | 83.83 | 2.64% |
| 9 | AMZN | Amazon.com, Inc... | 216.06 | +1.87% | 71.76K | -0.93% | 15.74M | 71.05 | 2.25% |
| 10 | PANW | Palo Alto Netwo... | 197.87 | +0.82% | 76.16K | +93.87% | 13.86M | 32.93 | 1.98% |
| 11 | V | Visa Inc. | 355.07 | +0.63% | 38.31K | -0.85% | 12.11M | 138.03 | 1.73% |
| 12 | TIPX | SPDR Bloomberg ... | 18.91 | -0.08% | 624.98K | -0.03% | 11.56M | 18.94 | 1.65% |
| 13 | JEPI | JPMorgan Equity... | 56.23 | +0.33% | 197.96K | +77.47% | 11.39M | 56.81 | 1.62% |
| 14 | LOW | Lowe's Companie... | 215.74 | -0.7% | 44.86K | -1.32% | 11.07M | 93.56 | 1.58% |
| 15 | SYK | Stryker Corpora... | 376.80 | -0.13% | 25.81K | +1.29% | 9.29M | 264.06 | 1.33% |
| 16 | MTH | Meritage Homes ... | 64.44 | -0.05% | 59.25K | 0.00% | 9.11M | 87.05 | 1.30% |
| 17 | UNH | UnitedHealth Gr... | 307.61 | -1.89% | 17.15K | -1.29% | 8.68M | 262.8 | 1.24% |
| 18 | JPM | JPMorgan Chase ... | 270.01 | +1.91% | 35.34K | -3.45% | 8.47M | 135.24 | 1.21% |
| 19 | BX | Blackstone Inc. | 137.85 | +1.06% | 48.67K | -3.13% | 8.39M | 111.84 | 1.20% |
| 20 | ZTS | Zoetis Inc. | 164.20 | -0.08% | 47.9K | -0.62% | 7.8M | 106.79 | 1.11% |
| 21 | GOOGL | Alphabet Inc. | 176.59 | +1.10% | 38.72K | -0.38% | 7.33M | 160.72 | 1.05% |
| 22 | HON | Honeywell Inter... | 223.91 | -0.17% | 31.44K | -2.08% | 7.1M | 144.85 | 1.01% |
| 23 | MRK | Merck & Co., In... | 80.88 | -1.02% | 70.81K | -3.98% | 7.04M | 67.88 | 1.00% |
| 24 | ASML | ASML Holding N.... | 773.75 | +1.68% | 9.9K | -1.24% | 6.86M | 714.58 | 0.98% |
| 25 | LMT | Lockheed Martin... | 466.60 | -4.08% | 13.94K | -1.97% | 6.77M | 312.67 | 0.97% |
| 26 | NEE | NextEra Energy,... | 73.71 | -1.43% | 91.04K | -0.94% | 6.53M | 61.72 | 0.93% |
| 27 | ADBE | Adobe Inc. | 401.12 | +2.41% | 13.66K | +0.66% | 6.07M | 241.64 | 0.87% |
| 28 | MUR | Murphy Oil Corp... | 25.02 | -1.59% | 198.46K | +0.65% | 6.01M | 29.18 | 0.86% |
| 29 | ACN | Accenture plc | 313.78 | +0.66% | 16.38K | -4.72% | 5.76M | 263.95 | 0.82% |
| 30 | TMO | Thermo Fisher S... | 404.82 | +0.51% | 9.91K | -0.16% | 5.15M | 253.71 | 0.74% |
| 31 | VXF | Vanguard Extend... | 187.50 | +1.15% | 26.42K | 0.00% | 5.02M | 99.88 | 0.72% |
| 32 | AVGO | Broadcom Inc. | 251.71 | +1.21% | 21.1K | -1.25% | 4.89M | 128.26 | 0.70% |
| 33 | TRMB | Trimble Inc. | 72.83 | +2.46% | 66.43K | +0.96% | 4.69M | 44.79 | 0.67% |
| 34 | NOW | ServiceNow, Inc... | 1005.49 | +1.70% | 4.4K | +136.77% | 4.67M | 983.88 | 0.67% |
| 35 | FANG | Diamondback Ene... | 150.85 | -2.62% | 28.15K | -14.61% | 4.61M | 156.14 | 0.66% |
| 36 | SNPS | Synopsys, Inc. | 478.94 | +0.02% | 9.38K | -3.41% | 4.55M | 450.8 | 0.65% |
| 37 | BR | Broadridge Fina... | 238.84 | +0.70% | 19.74K | -2.34% | 4.46M | 110.89 | 0.64% |
| 38 | SCCO | Southern Copper... | 96.31 | +1.64% | 48.61K | +11.13% | 4.43M | 81.63 | 0.63% |
| 39 | GRBK | Green Brick Par... | 60.08 | +1.01% | 73K | -1.41% | 4.12M | 56.72 | 0.59% |
| 40 | VOO | Vanguard 500 In... | 553.40 | +0.84% | 7.28K | 0.00% | 3.92M | 347.77 | 0.56% |
| 41 | PEP | PepsiCo, Inc. | 131.29 | +0.34% | 22.68K | +0.35% | 3.45M | 119.39 | 0.49% |
| 42 | VMI | Valmont Industr... | 326.51 | +1.48% | 10.77K | 0.00% | 3.3M | 155.5 | 0.47% |
| 43 | NVT | nVent Electric ... | 70.34 | +3.24% | 48.08K | +0.01% | 3.28M | 75.12 | 0.47% |
| 44 | GXO | GXO Logistics, ... | 43.26 | +0.70% | 74.19K | +0.55% | 3.23M | 36.6 | 0.46% |
| 45 | VTI | Vanguard Total ... | 296.15 | +0.88% | 10.26K | -1.15% | 2.97M | 203.11 | 0.42% |
| 46 | KLAC | KLA Corporation | 890.63 | +2.65% | 4.61K | +9.37% | 2.91M | 731.03 | 0.41% |
| 47 | HUBB | Hubbell Incorpo... | 391.45 | +2.47% | 6.79K | +0.88% | 2.84M | 367.08 | 0.41% |
| 48 | DE | Deere & Company | 524.06 | +2.84% | 6.14K | -2.23% | 2.6M | 359.29 | 0.37% |
| 49 | MA | Mastercard Inco... | 568.14 | +1.09% | 4.57K | 0.00% | 2.4M | 234.53 | 0.34% |
| 50 | JNJ | Johnson & Johns... | 155.09 | -1.28% | 16.2K | -1.79% | 2.34M | 133.33 | 0.33% |
| 51 | UNP | Union Pacific C... | 224.53 | +0.52% | 9.84K | -0.97% | 2.24M | 134.14 | 0.32% |
| 52 | CB | Chubb Limited | 286.06 | -0.25% | 7.81K | +0.81% | 2.16M | 230.92 | 0.31% |
| 53 | CASY | Casey's General... | 506.79 | +0.12% | 5.17K | +2.62% | 2.05M | 315.74 | 0.29% |
| 54 | CAT | Caterpillar Inc... | 361.83 | +1.34% | 4.01K | +0.78% | 1.46M | 184.38 | 0.21% |
| 55 | VTS | Vitesse Energy,... | 23.69 | -2.91% | 56.85K | +3.07K% | 1.42M | 24.91 | 0.20% |
| 56 | MSI | Motorola Soluti... | 406.82 | -0.31% | 3.04K | +9.62% | 1.41M | 403.3 | 0.20% |
| 57 | OUNZ | VanEck Merk Gol... | 32.63 | -1.38% | 50.31K | 0.00% | 1.27M | 20.55 | 0.18% |
| 58 | GOOG | Alphabet Inc. | 177.82 | +1.10% | 6.66K | 0.00% | 1.27M | 88.79 | 0.18% |
| 59 | HELO | J.P. Morgan Exc... | 62.05 | +0.38% | 20.23K | +5.10% | 1.26M | 59.79 | 0.18% |
| 60 | IVW | iShares S&P 500... | 106.17 | +1.01% | 10.28K | +2.52% | 1.04M | 67.8 | 0.15% |
| 61 | CADE | Cadence Bank | 30.14 | +0.42% | 29.83K | 0.00% | 1.03M | 29.79 | 0.15% |
| 62 | BHP | BHP Group Limit... | 48.86 | +0.64% | 20.99K | -44.97% | 1.02M | 66.47 | 0.15% |
| 63 | HD | The Home Depot,... | 353.06 | -0.45% | 2.5K | -4.98% | 971.31K | 258.86 | 0.14% |
| 64 | CPT | Camden Property... | 116.19 | +0.06% | 8.28K | -0.2% | 960.81K | 100.24 | 0.14% |
| 65 | XOM | Exxon Mobil Cor... | 112.42 | +0.26% | 8.91K | -1.22% | 958.34K | 67.5 | 0.14% |
| 66 | WEC | WEC Energy Grou... | 104.05 | -1.01% | 10.01K | +2.75% | 941.53K | 96.12 | 0.13% |
| 67 | KVUE | Kenvue Inc. | 21.63 | +0.82% | 43.75K | -3.27% | 933.98K | 19.75 | 0.13% |
| 68 | PCH | PotlatchDeltic ... | 38.62 | -1.25% | 20.32K | 0.00% | 797.72K | 49.1 | 0.11% |
| 69 | IJR | iShares Core S&... | 106.86 | +0.53% | 6.92K | +49.12% | 797.55K | 108.47 | 0.11% |
| 70 | COST | Costco Wholesal... | 984.10 | -0.62% | 824 | 0.00% | 755.01K | 393.67 | 0.11% |
| 71 | IJH | iShares Core S&... | 60.66 | +0.67% | 11.85K | +30.22% | 738.37K | 52.33 | 0.11% |
| 72 | QQQ | Invesco QQQ Tru... | 533.67 | +1.27% | 1.44K | +5.25% | 738.22K | 422.19 | 0.11% |
| 73 | SPY | SPDR S&P 500 ET... | 602.00 | +0.84% | 1.04K | -5.69% | 611.87K | 369.48 | 0.09% |
| 74 | CVX | Chevron Corpora... | 146.06 | +0.10% | 4.08K | -4.83% | 591.38K | 139.23 | 0.08% |
| 75 | MCD | McDonald's Corp... | 295.94 | -1.98% | 1.78K | -13.2% | 516.58K | 234.52 | 0.07% |
| 76 | KOS | Kosmos Energy L... | 2.19 | -2.67% | 146K | 0.00% | 499.32K | 2.96 | 0.07% |
| 77 | ABT | Abbott Laborato... | 133.99 | -1.2% | 4.41K | -3.19% | 498.25K | 87.49 | 0.07% |
| 78 | VYM | Vanguard High D... | 131.03 | +0.37% | 3.79K | -2.77% | 484.2K | 96.53 | 0.07% |
| 79 | TXN | Texas Instrumen... | 199.09 | +2.10% | 2.5K | +1.67% | 468.21K | 95.14 | 0.07% |
| 80 | ETN | Eaton Corporati... | 337.96 | +4.42% | 1.3K | 0.00% | 431.43K | 157.08 | 0.06% |
| 81 | SPYD | SPDR Portfolio ... | 42.57 | +0.12% | 9.76K | 0.00% | 421.98K | 38.16 | 0.06% |
| 82 | VGT | Vanguard Inform... | 633.02 | +1.56% | 658 | -5.6% | 409.14K | 166.83 | 0.06% |
| 83 | RF | Regions Financi... | 21.62 | +0.51% | 16.92K | 0.00% | 397.86K | 14.53 | 0.06% |
| 84 | FELG | Fidelity Coving... | 35.77 | +1.17% | 11.18K | 0.00% | 395.15K | 26.23 | 0.06% |
| 85 | AMGN | Amgen Inc. | 295.12 | -0.03% | 1.44K | -17.81% | 375.32K | 192.34 | 0.05% |
| 86 | SIVR | abrdn Physical ... | 34.63 | +0.13% | 13.5K | 0.00% | 372.19K | 22.58 | 0.05% |
| 87 | IDV | iShares Interna... | 33.96 | -1.54% | 13.43K | 0.00% | 367.71K | 29.03 | 0.05% |
| 88 | ABBV | AbbVie Inc. | 190.70 | -0.2% | 2.01K | 0.00% | 357.89K | 100.26 | 0.05% |
| 89 | MCHP | Microchip Techn... | 68.17 | +3.71% | 6.16K | 0.00% | 352.99K | 37.96 | 0.05% |
| 90 | VEA | Vanguard Develo... | 56.41 | +0.44% | 6.99K | +100.00% | 334.4K | 47.82 | 0.05% |
| 91 | JEPQ | JPMorgan Nasdaq... | 53.10 | +0.98% | 5.89K | +126.93% | 332.13K | 55.35 | 0.05% |
| 92 | MGEE | MGE Energy, Inc... | 88.25 | +0.36% | 3.27K | 0.00% | 307.15K | 87.94 | 0.04% |
| 93 | IJT | iShares S&P Sma... | 129.69 | +0.68% | 2.27K | 0.00% | 306.61K | 110.57 | 0.04% |
| 94 | VCIT | Vanguard Interm... | 81.52 | -0.05% | 3.75K | +25.00% | 301.01K | 80.57 | 0.04% |
| 95 | IBM | International B... | 281.56 | +1.57% | 1.32K | -7.95% | 290.18K | 141.97 | 0.04% |
| 96 | REGN | Regeneron Pharm... | 522.29 | -1.31% | 400 | 0.00% | 284.93K | 695.54 | 0.04% |
| 97 | BSV | Vanguard Short-... | 78.08 | -0.03% | 3.6K | 0.00% | 278.33K | 77.02 | 0.04% |
| 98 | ACWX | iShares MSCI AC... | 59.96 | -0.78% | 5.22K | 0.00% | 272.07K | 48.65 | 0.04% |
| 99 | UNG | United States N... | 17.00 | +3.88% | 16.03K | 0.00% | 269.46K | 16.33 | 0.04% |
| 100 | WMT | Walmart Inc. | 94.23 | -0.22% | 2.94K | +25.61% | 265.9K | 60.26 | 0.04% |
| 101 | CRWD | CrowdStrike Hol... | 479.14 | -0.31% | 765 | +12.67% | 261.75K | 335.43 | 0.04% |
| 102 | USB | U.S. Bancorp | 43.13 | +0.33% | 5.33K | +177.86% | 255.17K | 46.19 | 0.04% |
| 103 | FI | Fiserv, Inc. | 164.84 | +1.12% | 1.2K | 0.00% | 246.5K | 132.84 | 0.04% |
| 104 | PGR | The Progressive... | 266.19 | -0.62% | 1K | 0.00% | 239.61K | 159.28 | 0.03% |
| 105 | FPE | First Trust Pre... | 17.70 | +0.14% | 13.12K | -1.91% | 232.17K | 19.4 | 0.03% |
| 106 | PFG | Principal Finan... | 76.63 | +0.96% | 2.79K | 0.00% | 216.36K | 72.15 | 0.03% |
| 107 | KO | The Coca-Cola C... | 70.46 | -0.79% | 3.45K | 0.00% | 214.8K | 51.12 | 0.03% |
| 108 | HBAN | Huntington Banc... | 15.67 | +1.03% | 13.02K | +100.00% | 211.75K | 16.27 | 0.03% |
| 109 | ODFL | Old Dominion Fr... | 159.27 | -0.57% | 1.18K | 0.00% | 208.15K | 204.36 | 0.03% |
| 110 | ISTB | iShares Core 1-... | 48.26 | +0.02% | 4.23K | +65.34% | 202.12K | 47.62 | 0.03% |
| 111 | BKNG | Booking Holding... | 5362.86 | +1.22% | 40 | 0.00% | 198.74K | 3547.2 | 0.03% |
| 112 | ROP | Roper Technolog... | 565.07 | +0.77% | 375 | 0.00% | 194.94K | 432.09 | 0.03% |
| 113 | NUE | Nucor Corporati... | 121.55 | -0.31% | 1.67K | -27.29% | 194.67K | 81.33 | 0.03% |
| 114 | BSX | Boston Scientif... | 101.47 | +1.73% | 2.12K | +100.00% | 189.72K | 89.32 | 0.03% |
| 115 | RTX | RTX Corporation | 146.33 | +0.44% | 1.61K | 0.00% | 186.08K | 95.15 | 0.03% |
| 116 | VUG | Vanguard Growth... | 423.26 | +1.18% | 450 | 0.00% | 184.7K | 310.88 | 0.03% |
| 117 | VLO | Valero Energy C... | 137.87 | +2.80% | 1.48K | -26.79% | 181.56K | 101.54 | 0.03% |
| 118 | SW | Smurfit Westroc... | 43.21 | +2.93% | 3.36K | +100.00% | 180.81K | 53.86 | 0.03% |
| 119 | IJK | iShares S&P Mid... | 88.73 | +0.90% | 1.95K | 0.00% | 177.4K | 79.22 | 0.03% |
| 120 | DHR | Danaher Corpora... | 200.98 | +0.15% | 756 | +6.33% | 173.54K | 231.23 | 0.02% |
| 121 | IRM | Iron Mountain I... | 102.09 | +0.49% | 1.62K | 0.00% | 170.17K | 69.98 | 0.02% |
| 122 | SPGI | S&P Global Inc. | 504.40 | +0.58% | 335 | 0.00% | 166.84K | 440.52 | 0.02% |
| 123 | AXP | American Expres... | 293.96 | +2.14% | 560 | 0.00% | 166.2K | 187.34 | 0.02% |
| 124 | VWO | Vanguard Emergi... | 48.83 | +0.92% | 3.7K | +100.00% | 162.86K | 44.04 | 0.02% |
| 125 | EOG | EOG Resources, ... | 123.26 | -1.61% | 1.32K | 0.00% | 161.44K | 121.78 | 0.02% |
| 126 | IWB | iShares Russell... | 329.80 | +0.60% | 492 | +100.00% | 158.5K | 322.16 | 0.02% |
| 127 | LLY | Eli Lilly and C... | 807.13 | -1.49% | 202 | -31.06% | 155.94K | 582.91 | 0.02% |
| 128 | META | Meta Platforms,... | 701.33 | +2.70% | 265 | 0.00% | 155.16K | 353.96 | 0.02% |
| 129 | S | SentinelOne, In... | 17.58 | +1.91% | 6.93K | +100.00% | 153.89K | 22.2 | 0.02% |
| 130 | PAVE | Global X U.S. I... | 42.34 | +0.89% | 3.7K | +100.00% | 149.52K | 40.41 | 0.02% |
| 131 | PCAR | PACCAR Inc | 92.62 | +0.81% | 1.42K | 0.00% | 148.02K | 106.69 | 0.02% |
| 132 | VDE | Vanguard Energy... | 123.31 | -0.36% | 1.17K | -0.43% | 141.33K | 117.28 | 0.02% |
| 133 | XLK | Technology Sele... | 242.79 | +1.51% | 600 | 0.00% | 139.51K | 192.48 | 0.02% |
| 134 | VRSK | Verisk Analytic... | 309.05 | -0.44% | 500 | 0.00% | 137.72K | 238.86 | 0.02% |
| 135 | VZ | Verizon Communi... | 42.42 | -1.37% | 3.42K | +32.58% | 136.69K | 38.51 | 0.02% |
| 136 | ADSK | Autodesk, Inc. | 298.97 | +2.33% | 450 | 0.00% | 133.01K | 243.48 | 0.02% |
| 137 | XLRE | The Real Estate... | 41.88 | -0.01% | 3.16K | +4.98% | 128.6K | 40.09 | 0.02% |
| 138 | SLV | iShares Silver ... | 33.02 | +0.14% | 4.88K | 0.00% | 128.36K | 21.78 | 0.02% |
| 139 | T | AT&T Inc. | 27.94 | -0.89% | 5.62K | +18.50% | 127.92K | 17.76 | 0.02% |
| 140 | DVYE | iShares Emergin... | 28.43 | -1.44% | 4.91K | 0.00% | 126.72K | 26.37 | 0.02% |
| 141 | FDN | First Trust Dow... | 258.04 | +1.55% | 495 | 0.00% | 120.37K | 186.55 | 0.02% |
| 142 | PSX | Phillips 66 | 123.57 | +1.16% | 1.05K | -17.53% | 120.08K | 133.14 | 0.02% |
| 143 | PG | The Procter & G... | 160.70 | +0.26% | 713 | +2.89% | 119.53K | 149.45 | 0.02% |
| 144 | COP | ConocoPhillips | 95.02 | -2.01% | 1.19K | 0.00% | 117.81K | 116.07 | 0.02% |
| 145 | ISRG | Intuitive Surgi... | 518.65 | +1.26% | 225 | 0.00% | 117.44K | 337.36 | 0.02% |
| 146 | AEP | American Electr... | 101.86 | -1.01% | 1.27K | 0.00% | 116.86K | 102.6 | 0.02% |
| 147 | ULTA | Ulta Beauty, In... | 471.81 | +2.75% | 255 | 0.00% | 110.91K | 487.92 | 0.02% |
| 148 | TSLA | Tesla, Inc. | 329.06 | +1.15% | 272 | +81.33% | 109.84K | 318.16 | 0.02% |
| 149 | IVE | iShares S&P 500... | 191.30 | +0.20% | 569 | 0.00% | 108.61K | 173.89 | 0.02% |
| 150 | VTV | Vanguard Value ... | 174.03 | +0.37% | 630 | +80.00% | 106.66K | 162.35 | 0.02% |