Security National Bank Incresed Positions in Q3 2025

Security National Bank

  • $636 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IPAC
Ishares Tr Ishares Core Msci P

ETFs
891
+ 42.84%
$66.81 - $74.64 $59.5K - $66.5K
2.97K $218K
BAC
Bank Of America Corp

Financial Services
983
+ 39.24%
$44.92 - $52.42 $44.2K - $51.5K
3.49K $179K
RACE
Ferrari N.V.

Consumer Cyclical
122
+ 23.42%
$436.24 - $517.65 $53.2K - $63.2K
643 $311K
VUG
Vanguard Growth ETF

ETFs
62
+ 13.78%
$433.97 - $484.08 $26.9K - $30K
512 $245K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
612
+ 25.59%
$49.43 - $54.52 $30.3K - $33.4K
3K $162K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
25
+ 3.98%
$224.68 - $282.71 $5.62K - $7.07K
653 $182K
FPE
First Tr Pfd Secs & Income ETF

ETFs
2K
+ 26.8%
$17.81 - $18.39 $35.6K - $36.8K
9.46K $172K
AM
Antero Midstream Corp

Energy
1.8K
+ 31.53%
$16.87 - $19.58 $30.3K - $35.2K
7.5K $145K
VEA
Vanguard Ftse Developed Market

ETFs
415
+ 9.73%
$56.02 - $60.3 $23.2K - $25K
4.68K $280K
BND
Vanguard Bd Index Fd Inc Total

ETFs
455
+ 93.43%
$72.57 - $74.72 $33K - $34K
942 $70K
WEN
Wendy'S CO

Consumer Cyclical
4.01K
+ 101.47%
$9.09 - $11.88 $36.5K - $47.6K
7.96K $72K
AGCO
Agco Corp

Industrials
222
+ 74.75%
$106.41 - $117.97 $23.6K - $26.2K
519 $55K
COST
Costco Wholesale Corp

Consumer Defensive
457
+ 7.12%
$915.95 - $994.57 $419K - $455K
6.88K $6.36M
D
Dominion Energy, Inc

Utilities
100
+ 62.89%
$56.32 - $62.1 $5.63K - $6.21K
259 $15K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
85
+ 73.91%
$73.7 - $90.42 $6.26K - $7.69K
200 $14K
URI
United Rentals, Inc.

Industrials
3
+ 30.0%
$774.14 - $975.23 $2.32K - $2.93K
13 $12K
HTGC
Hercules Capital, Inc.

Financial Services
105
+ 2.47%
$18.34 - $19.53 $1.93K - $2.05K
4.35K $82K
CDNS
Cadence Design Systems Inc

Technology
8
+ 17.78%
$309.46 - $373.37 $2.48K - $2.99K
53 $18K
SHW
Sherwin Williams CO

Basic Materials
10
+ 20.0%
$330.88 - $375.23 $3.31K - $3.75K
60 $20K
CPRT
Copart Inc

Consumer Cyclical
61
+ 34.86%
$44.6 - $49.97 $2.72K - $3.05K
236 $10K
Kayne Anderson Bdc Inc
3.4K
+ 205.37%
N/A
5.06K $0
Ge Vernova Inc
171
+ 900.0%
N/A
190 $0
J P Morgan Exchange Traded F
2.04K
+ 11.41%
N/A
19.9K $0
Vitesse Energy Inc
1.81K
+ 2.21%
N/A
83.9K $0
Oaktree Specialty Lending CO
76
+ 2.37%
N/A
3.28K $0
Blackrock Inc
275
+ 3.9%
N/A
7.33K $0
BSX
Boston Scientific Corp

Healthcare
4.53K
+ 10.0%
$97.03 - $108.14 $439K - $489K
49.8K $4.86M
ABT
Abbott Laboratories

Healthcare
232
+ 1.31%
$120.51 - $136.62 $28K - $31.7K
17.9K $2.4M
BXSL
Blackstone Secured Lending Fund

Financial Services
38
+ 1.37%
$26.07 - $32.55 $991 - $1.24K
2.81K $73K
PGR
Progressive Corp

Financial Services
13
+ 1.3%
$238.61 - $264.3 $3.1K - $3.44K
1.01K $250K
VRSK
Verisk Analytics, Inc.

Industrials
15
+ 3.0%
$242.3 - $312.95 $3.63K - $4.69K
515 $129K
DE
Deere & CO

Industrials
816
+ 9.26%
$457.26 - $524.37 $373K - $428K
9.63K $4.4M
ZTS
Zoetis Inc.

Healthcare
2.45K
+ 4.75%
$141.13 - $159.19 $345K - $389K
53.9K $7.88M
SYK
Stryker Corp

Healthcare
1.09K
+ 4.03%
$368.57 - $403.53 $402K - $440K
28.1K $10.4M
V
Visa Inc.

Financial Services
478
+ 1.23%
$332.09 - $358.86 $159K - $172K
39.3K $13.4M
Activity Summary
Buys All Purchases 164 New Holdings 78 Increased Positions 86 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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