Security National Bank Purchases in Q4 2024

Security National Bank

  • $693 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
86.4K
+ 77.47%
$57.53 - $60.83 $4.97M - $5.26M
198K $11.4M
NOW
Service Now, Inc.

Technology
2.54K
+ 136.77%
$867.18 - $1148.42 $2.21M - $2.92M
4.4K $4.67M
BRK-A
Berkshire Hathaway Inc

Financial Services
3
+ 6.0%
$664750.0 - $724132.5 $1.99M - $2.17M
53 $36.1M
TRMB
Trimble Inc.

Technology
634
+ 0.96%
$60.21 - $75.4 $38.2K - $47.8K
66.4K $4.69M
PANW
Palo Alto Networks Inc

Technology
36.9K
+ 93.87%
$181.96 - $405.9 $6.71M - $15M
76.2K $13.9M
VEA
Vanguard Ftse Developed Market

ETFs
6.99K
New
$47.57 - $52.44 $333K - $367K
6.99K $334K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.28K
+ 49.12%
$113.92 - $127.38 $260K - $290K
6.92K $797K
HBAN
Huntington Bancshares Inc

Financial Services
13K
New
$14.18 - $18.2 $185K - $237K
13K $211K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.3K
+ 126.93%
$53.94 - $58.15 $178K - $192K
5.89K $332K
BSX
Boston Scientific Corp

Healthcare
2.12K
New
$83.62 - $91.5 $178K - $194K
2.12K $189K
USB
Us Bancorp \De\

Financial Services
3.42K
+ 177.86%
$43.98 - $53.66 $150K - $183K
5.34K $255K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.7K
New
$44.04 - $49.49 $163K - $183K
3.7K $162K
IWB
Ishares Tr Russell 1000 ETF

ETFs
492
New
$311.11 - $335.64 $153K - $165K
492 $158K
MSI
Motorola Solutions, Inc.

Technology
267
+ 9.62%
$449.08 - $504.6 $120K - $135K
3.04K $1.41M
CASY
Caseys General Stores Inc

Consumer Cyclical
132
+ 2.62%
$366.65 - $427.88 $48.4K - $56.5K
5.17K $2.05M
S
Sentinel One, Inc.

Technology
6.93K
New
$22.05 - $28.68 $153K - $199K
6.93K $153K
PAVE
Global X Fds Us Infrastructure

ETFs
3.7K
New
$40.41 - $45.95 $150K - $170K
3.7K $149K
SYK
Stryker Corp

Healthcare
329
+ 1.29%
$345.14 - $392.15 $114K - $129K
25.8K $9.29M
IWV
Ishares Russell 3000 ETF

ETFs
267
New
$323.08 - $349.08 $86.3K - $93.2K
267 $89K
IVW
Ishares S&P 500 Growth ETF

ETFs
253
+ 2.52%
$94.43 - $105.47 $23.9K - $26.7K
10.3K $1.04M
UGI
Ugi Corp

Utilities
2.9K
New
$23.24 - $30.37 $67.3K - $88K
2.9K $81K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
1.67K
+ 65.34%
$47.58 - $48.56 $79.6K - $81.2K
4.23K $202K
WMT
Walmart Inc.

Consumer Defensive
600
+ 25.61%
$79.1 - $95.7 $47.5K - $57.4K
2.94K $265K
CRWD
Crowd Strike Holdings, Inc.

Technology
86
+ 12.67%
$275.15 - $388.2 $23.7K - $33.4K
765 $261K
TSLA
Tesla, Inc.

Consumer Cyclical
122
+ 81.33%
$213.65 - $479.86 $26.1K - $58.5K
272 $109K
QQQ
Invesco Qqq Trust, Series 1

ETFs
72
+ 5.25%
$481.22 - $538.17 $34.6K - $38.7K
1.44K $738K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.72K
New
$18.41 - $40.87 $68.5K - $152K
3.72K $68K
BMY
Bristol Myers Squibb CO

Healthcare
1.21K
New
$51.92 - $59.94 $62.7K - $72.3K
1.21K $68K
WEN
Wendy'S CO

Consumer Cyclical
3.42K
New
$16.26 - $20.42 $55.7K - $69.9K
3.42K $55K
VCIT
Vanguard Intermediate Term Cor

ETFs
750
+ 25.0%
$80.13 - $83.77 $60.1K - $62.8K
3.75K $301K
QDEF
Flexshares Quality Div Defensi

ETFs
700
New
$70.22 - $73.73 $49.2K - $51.6K
700 $49K
SLF
Sun Life Financial Inc

Financial Services
779
New
$55.43 - $62.69 $43.2K - $48.8K
779 $46K
VTV
Vanguard Value ETF

ETFs
280
+ 80.0%
$168.32 - $181.87 $47.1K - $50.9K
630 $106K
ICLR
Icon PLC

Healthcare
200
New
$187.22 - $297.57 $37.4K - $59.5K
200 $41K
IWF
Ishares Russell 1000 Gr ETF

ETFs
100
New
$370.24 - $418.94 $37K - $41.9K
100 $40K
ITT
Itt Inc.

Industrials
275
New
$140.12 - $159.62 $38.5K - $43.9K
275 $39K
DIS
Walt Disney CO

Communication Services
175
+ 43.75%
$92.39 - $117.6 $16.2K - $20.6K
575 $64K
T
At&T Inc.

Communication Services
877
+ 18.5%
$21.22 - $23.88 $18.6K - $20.9K
5.62K $127K
NGVT
Ingevity Corp

Basic Materials
559
New
$31.62 - $50.21 $17.7K - $28.1K
559 $22K
EXPD
Expeditors International Of Washington Inc

Industrials
200
New
$110.5 - $128.26 $22.1K - $25.7K
200 $22K
VZ
Verizon Communications Inc

Communication Services
840
+ 32.58%
$39.6 - $45.21 $33.3K - $38K
3.42K $136K
SPYG
Spdr Portfolio

ETFs
232
New
$81.74 - $91.38 $19K - $21.2K
232 $20K
ENB
Enbridge Inc

Energy
450
New
$40.4 - $43.92 $18.2K - $19.8K
450 $19K
VGIT
Vanguard Intermediate Term Tre

ETFs
335
New
$57.78 - $60.4 $19.4K - $20.2K
335 $19K
CMCSA
Comcast Corp

Communication Services
500
New
$37.39 - $45.14 $18.7K - $22.6K
500 $18K
PYPL
Pay Pal Holdings, Inc.

Financial Services
200
New
$77.25 - $91.3 $15.5K - $18.3K
200 $17K
HYG
Ishares Tr

ETFs
175
New
$78.09 - $80.04 $13.7K - $14K
175 $13K
CDNS
Cadence Design Systems Inc

Technology
45
New
$249.1 - $324.54 $11.2K - $14.6K
45 $13K
NFRA
Flexshares Stoxx Global Broad

ETFs
250
New
$54.11 - $59.58 $13.5K - $14.9K
250 $13K
Activity Summary
Buys All Purchases 95 New Holdings 49 Increased Positions 46 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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