The Analysis of SECURITY NATIONAL BANK OF SO DAK's Holdings
Currently, SECURITY NATIONAL BANK OF SO DAK holds 109 types of securities in its portfolio with a total value $198.9M. In the most recent quarter, they have increased their positions in VOO (+425 shares, valued at $260.3K), CAT (+510 shares, valued at $243.3K), CHRW (+1.7K shares, valued at $225.1K); decreased their positions in ORCL (-548 shares, valued at $154.1K), UNH (-325 shares, valued at $112.2K), AAPL (-415 shares, valued at $105.7K); initiated new positions in VOO (+425 shares, valued at $260.3K), CAT (+510 shares, valued at $243.3K), CHRW (+1.7K shares, valued at $225.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC44.3K shares-0.93%2025-09-302025-10-14
MSFT MICROSOFT CORP21.3K shares-0.23%2025-09-302025-10-14 ORCL ORACLE CORP31.5K shares-1.71%2025-09-302025-10-14 BRK.B BERKSHIRE HATHAWAY INC DEL CL16.1K shares-0.19%2025-09-302025-10-14 GOOGL ALPHABET INC CL A31.2K shares0.01%2025-09-302025-10-14 VT VANGUARD TOT WORLD STK ETF41.3K shares3.07%2025-09-302025-10-14 WMT WALMART INC46.6K shares0.15%2025-09-302025-10-14 QCOM QUALCOMM INC27.7K shares-0.13%2025-09-302025-10-14 TMO THERMO FISHER SCIENTIFIC INC.8.6K shares0.17%2025-09-302025-10-14 AFL AFLAC INC35.0K shares-0.30%2025-09-302025-10-14 RTX RTX CORP23.3K shares-1.06%2025-09-302025-10-14 ABBV ABBVIE INC16.6K shares-1.16%2025-09-302025-10-14 NVDA NVIDIA CORP19.9K shares-0.85%2025-09-302025-10-14 J JACOBS SOLUTIONS INC22.3K shares-0.93%2025-09-302025-10-14 LDOS LEIDOS HOLDINGS INC17.6K shares-0.53%2025-09-302025-10-14 ABT ABBOTT LABS24.4K shares-0.51%2025-09-302025-10-14 JNJ JOHNSON & JOHNSON17.3K shares-2.27%2025-09-302025-10-14 CMI CUMMINS INC7.5K shares-0.59%2025-09-302025-10-14 LIN LINDE PLC6.7K shares-2.33%2025-09-302025-10-14 ADP AUTOMATIC DATA PROCESSING INC10.5K shares0.43%2025-09-302025-10-14 HD HOME DEPOT INC7.5K shares-1.12%2025-09-302025-10-14 JPM JPMORGAN CHASE & CO9.5K shares0.11%2025-09-302025-10-14 XOM EXXON MOBIL CORP25.7K shares-0.83%2025-09-302025-10-14 AMZN AMAZON COM INC12.2K shares2.42%2025-09-302025-10-14 DLR DIGITAL RLTY TR INC15.3K shares-0.46%2025-09-302025-10-14 UNP UNION PAC CORP11.0K shares-0.23%2025-09-302025-10-14 STT STATE STR CORP21.4K shares-0.49%2025-09-302025-10-14 TEL TE CONNECTIVITY PLC10.9K shares-0.05%2025-09-302025-10-14 NKE NIKE INC CL B34.1K shares-1.03%2025-09-302025-10-14 DHR DANAHER CORP11.6K shares-0.04%2025-09-302025-10-14 NUE NUCOR CORP15.5K shares-2.06%2025-09-302025-10-14 VLTO VERALTO CORPORATION19.4K shares-1.80%2025-09-302025-10-14 WAB WABTEC CORP10.0K shares-1.33%2025-09-302025-10-14 CL COLGATE PALMOLIVE CO24.9K shares0.30%2025-09-302025-10-14 ITW ILLINOIS TOOL WKS INC7.3K shares-0.34%2025-09-302025-10-14 PEP PEPSICO INC13.2K shares-1.72%2025-09-302025-10-14 VUG VANGUARD GROWTH ETF3.8K shares-0.73%2025-09-302025-10-14 BAH BOOZ ALLEN HAMILTON HOLDING CO18.2K shares0.61%2025-09-302025-10-14 EA ELECTRONIC ARTS INC8.8K shares-0.23%2025-09-302025-10-14 JEPI JP MORGAN EQUITY PREMIUM ETF29.9K shares0.00%2025-09-302025-10-14 CTSH COGNIZANT TECHNOLOGY SOLUTIONS24.8K shares0.61%2025-09-302025-10-14 KO COCA-COLA CO24.4K shares-0.12%2025-09-302025-10-14 GIS GENERAL MLS INC31.8K shares-1.65%2025-09-302025-10-14 VZ VERIZON COMMUNICATIONS INC36.5K shares-2.67%2025-09-302025-10-14 SCHG SCHWAB U.S. LARGE-CAP GROWTH E49.4K shares-0.51%2025-09-302025-10-14 AVGO BROADCOM INC4.7K shares0.00%2025-09-302025-10-14 O REALTY INCOME CORP25.3K shares-1.92%2025-09-302025-10-14 SNA SNAP-ON INC4.4K shares-0.56%2025-09-302025-10-14 IBB ISHARES BIOTECHNOLOGY ETF10.2K shares0.54%2025-09-302025-10-14 PRU PRUDENTIAL FINL INC14.2K shares0.64%2025-09-302025-10-14 TKR TIMKEN CO19.2K shares-4.21%2025-09-302025-10-14 TROW T ROWE PRICE GROUP INC14.1K shares-0.21%2025-09-302025-10-14 LRCX LAM RESEARCH CORPORATION10.5K shares1.26%2025-09-302025-10-14 VEA VANGUARD FTSE DEVELOPED MKTS E22.9K shares8.51%2025-09-302025-10-14 CMCSA COMCAST CORP NEW CL A35.3K shares-0.34%2025-09-302025-10-14 GOOG ALPHABET INC CL C4.4K shares-1.37%2025-09-302025-10-14 VB VANGUARD SMALL-CAP ETF4.2K shares-0.64%2025-09-302025-10-14 VTV VANGUARD VALUE ETF5.7K shares-1.10%2025-09-302025-10-14 DVY ISHARES DOW JONES SELECT DIV I7.1K shares0.00%2025-09-302025-10-14 SLB SCHLUMBERGER LTD27.8K shares-1.59%2025-09-302025-10-14 KMB KIMBERLY CLARK CORP7.5K shares-1.37%2025-09-302025-10-14 IP INTERNATIONAL PAPER CO19.9K shares-1.27%2025-09-302025-10-14 ALNY ALNYLAM PHARMACEUTICALS INC2.0K shares0.00%2025-09-302025-10-14 PYPL PAYPAL HOLDINGS INC13.4K shares-0.24%2025-09-302025-10-14 WCN WASTE CONNECTIONS INC4.7K shares0.00%2025-09-302025-10-14 IVV ISHARES CORE S&P 500 ETF1.1K shares19.46%2025-09-302025-10-14 AXP AMERICAN EXPRESS CO2.2K shares0.00%2025-09-302025-10-14 AMTM AMENTUM HOLDINGS INC26.8K shares-0.20%2025-09-302025-10-14 VO VANGUARD MID CAP ETF2.2K shares9.95%2025-09-302025-10-14 FTV FORTIVE CORP12.6K shares-1.73%2025-09-302025-10-14 CASY CASEYS GEN STORES INC1.1K shares0.00%2025-09-302025-10-14 V VISA INC - CLASS A1.8K shares-6.52%2025-09-302025-10-14 ORI OLD REP INTL CORP13.6K shares0.00%2025-09-302025-10-14 EFA ISHARES TR MSCI EAFE INDEX FD6.2K shares0.00%2025-09-302025-10-14 LLY LILLY ELI & CO738 shares-11.83%2025-09-302025-10-14 META META PLATFORMS, INC740 shares2.92%2025-09-302025-10-14 TSLA TESLA INC1.2K shares2.36%2025-09-302025-10-14 WFC WELLS FARGO & CO NEW5.7K shares0.00%2025-09-302025-10-14 COST COSTCO WHSL CORP NEW511 shares-0.97%2025-09-302025-10-14 GLW CORNING INC5.7K shares3.06%2025-09-302025-10-14 NSC NORFOLK SOUTHN CORP1.5K shares0.00%2025-09-302025-10-14 CWI SPDR MSCI ACWI EX-US ETF13.0K shares0.00%2025-09-302025-10-14 PH PARKER HANNIFIN CORP587 shares-2.17%2025-09-302025-10-14 VWO VANGUARD FTSE EMERGING MARKETS7.9K shares-1.23%2025-09-302025-10-14 CSCO CISCO SYS INC5.8K shares0.00%2025-09-302025-10-14 PG PROCTER & GAMBLE CO2.3K shares-1.71%2025-09-302025-10-14 SCHD SCHWAB US DVD EQUITY ETF12.9K shares0.00%2025-09-302025-10-14 QQQ INVESCO QQQ TRUST SERIES 1567 shares0.00%2025-09-302025-10-14 NFLX NETFLIX INC264 shares-0.75%2025-09-302025-10-14 CVX CHEVRON CORPORATION2.0K shares24.00%2025-09-302025-10-14 IJK ISHARES S&P MIDCAP 400 GROWTH3.2K shares0.00%2025-09-302025-10-14 UNH UNITEDHEALTH GROUP INC871 shares-27.17%2025-09-302025-10-14 VNQ VANGUARD REAL ESTATE ETF3.2K shares-0.78%2025-09-302025-10-14 HEI HEICO CORP864 shares-2.37%2025-09-302025-10-14 CVNA CARVANA CO CL A735 shares0.00%2025-09-302025-10-14 VOO VANGUARD S&P 500 ETF425 sharesnew addition2025-09-302025-10-14 IJT ISHARES S&P SMALL CAP 600 GRWT1.8K shares0.00%2025-09-302025-10-14 SCHV SCHWAB US LARGE CAP VALUE8.8K shares-0.78%2025-09-302025-10-14 BND VANGUARD TOTAL BOND MARKET ETF3.4K shares0.00%2025-09-302025-10-14 PFG PRINCIPAL FINANCIAL GROUP INC3.0K shares0.00%2025-09-302025-10-14 CAT CATERPILLAR INC510 sharesnew addition2025-09-302025-10-14 ADI ANALOG DEVICES INC971 shares-1.52%2025-09-302025-10-14 IBM INTERNATIONAL BUSINESS MACHS C839 shares-5.62%2025-09-302025-10-14 SPGI S&P GLOBAL INC474 shares-1.25%2025-09-302025-10-14 TMUS T-MOBILE US INC944 shares0.00%2025-09-302025-10-14 CHRW CH ROBINSON WORLDWIDE INC1.7K sharesnew addition2025-09-302025-10-14 HON HONEYWELL INTL INC1.1K shares0.00%2025-09-302025-10-14 TRV TRAVELERS COMPANIES INC800 shares0.00%2025-09-302025-10-14 FAST FASTENAL CO4.1K sharesnew addition2025-09-302025-10-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available