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| Name: |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ |
| City: |
SIOUX CITY |
| State: |
IA |
| Zip: |
51102 |
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| Holdings
Found :
21 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
BRK.A |
Berkshire Hathaway Inc |
4 |
- |
$622,815.00 |
$3,798,000 |
7 |
2.87% |
78,000 |
0 |
0 |
Property & Casualty I... |
|
|
OXY |
Occidental Petroleum Corp |
37 |
- |
$63.38 |
$1,499,000 |
25,108 |
1.13% |
-130,000 |
0 |
0.003 |
Independent Oil & Gas |
|
|
MINT |
Pimco ETF Trust |
52 |
- |
$100.39 |
$1,062,000 |
10,643 |
0.8% |
-4,000 |
0 |
0.008 |
Closed - End Fund - Debt |
|
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VWO |
Vanguard Emerging Markets S... |
54 |
- |
$44.40 |
$927,000 |
22,549 |
0.7% |
43,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
LMT |
Lockheed Martin Corp |
62 |
- |
$464.08 |
$510,000 |
1,126 |
0.38% |
50,000 |
0 |
0 |
Aerospace/Defense - M... |
|
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USB |
US Bancorp Delaware |
64 |
- |
$42.22 |
$439,000 |
10,139 |
0.33% |
104,000 |
0 |
0.001 |
Domestic Regional Banks |
|
|
SUN |
Sunoco LP |
65 |
- |
$53.65 |
$420,000 |
7,000 |
0.32% |
77,000 |
0 |
0.008 |
Industrial Equipment ... |
|
|
JPM |
JP Morgan Chase & Co |
68 |
- |
$202.11 |
$387,000 |
2,273 |
0.29% |
57,000 |
0 |
0 |
Domestic Money Center... |
|
|
CWI |
streetTRACKS Spdr Ms |
70 |
- |
$29.24 |
$351,000 |
12,977 |
0.26% |
28,000 |
0 |
0.025 |
Closed - End Fund - E... |
|
|
BMY |
Bristol-Myers Squibb Co |
75 |
- |
$44.55 |
$319,000 |
6,220 |
0.24% |
-42,000 |
0 |
0 |
Drug Manufacturers - ... |
|
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VUG |
Vanguard Growth VIPERS |
78 |
- |
$351.38 |
$294,000 |
946 |
0.22% |
36,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
EPD |
Enterprise Products Partner... |
79 |
- |
$28.84 |
$285,000 |
10,814 |
0.22% |
-11,000 |
0 |
0 |
Independent Oil & Gas |
|
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NVDA |
NVIDIA Corporation |
80 |
- |
$946.30 |
$273,000 |
552 |
0.21% |
33,000 |
0 |
0 |
Semiconductor - Speci... |
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ORI |
Old Republic International ... |
81 |
- |
$31.44 |
$272,000 |
9,265 |
0.21% |
22,000 |
0 |
0.003 |
Surety & Title Insurance |
|
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SPY |
Standard & Poors Depository... |
82 |
- |
$529.78 |
$252,000 |
530 |
0.19% |
25,000 |
0 |
0 |
Closed - End Fund - E... |
|
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SCHD |
Schwab US Dividend Equity ETF |
84 |
- |
$80.15 |
$251,000 |
3,295 |
0.19% |
18,000 |
0 |
0.001 |
N/A |
|
|
CAT |
Caterpillar Inc |
85 |
- |
$360.04 |
$248,000 |
839 |
0.19% |
19,000 |
0 |
0 |
Farm & Construction M... |
|
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PG |
Procter & Gamble Co |
86 |
- |
$166.51 |
$246,000 |
1,677 |
0.19% |
1,000 |
0 |
0 |
Cleaning Products |
|
|
FISV |
Fiserv Inc |
87 |
- |
$155.01 |
$238,000 |
1,792 |
0.18% |
36,000 |
0 |
0 |
Business Software & S... |
|
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PAA |
Plains All American Pipelin... |
89 |
- |
$17.31 |
$188,000 |
12,400 |
0.14% |
-2,000 |
0 |
0.002 |
Oil & Gas Pipelines &... |
|
|
NGL |
Ngl Energy Partners Lp |
90 |
- |
$5.70 |
$118,000 |
21,100 |
0.09% |
36,000 |
0 |
0.016 |
Independent Oil & Gas |
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