SNBOSCI
Security National Bank of Sioux City Iowa Portfolio holdings
AUM
$154M
1-Year Est. Return
12.25%
1 Year Est. Return
+12.25%
AUM
$142M
AUM Growth
+$4.83M
(+3.5%)
Holding
90
Top Buys
| 1 | +$1.31M | |
| 2 | +$1.21M | |
| 3 | +$785K | |
| 4 |
Alliant Energy
LNT
|
+$428K |
| 5 |
AbbVie
ABBV
|
+$362K |
Top Sells
| 1 | +$1.24M | |
| 2 | +$1.11M | |
| 3 | +$906K | |
| 4 |
NVIDIA
NVDA
|
+$704K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$289K |
Sector Composition
| 1 | Technology | 24.83% |
| 2 | Financials | 17.86% |
| 3 | Industrials | 12.83% |
| 4 | Healthcare | 8.62% |
| 5 | Consumer Staples | 7.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares Select Dividend ETF
DVY
$20.5B
| $288K | 0.2% |
2,165
-390
|
|
||
77
Vanguard FTSE Emerging Markets ETF
VWO
$103B
| $272K | 0.19% |
5,496
-44
|
|
||
78
Visa
V
$659B
| $270K | 0.19% |
761
|
|
||
79
Merck
MRK
$215B
| $260K | 0.18% |
3,283
+400
|
|
||
80
Nelnet
NNI
$4.67B
| $254K | 0.18% |
2,100
|
|
||
81
Technology Select Sector SPDR Fund
XLK
$98.9B
| $253K | 0.18% |
1,000
|
|
||
82
Vanguard S&P 500 ETF
VOO
$777B
| $241K | 0.17% |
424
-7
|
|
||
83
Plains All American Pipeline
PAA
$11.6B
| $227K | 0.16% |
12,400
|
|
||
84
Vanguard Small-Cap ETF
VB
$67.4B
| $222K | 0.16% |
936
-4
|
|
||
85
Vanguard Real Estate ETF
VNQ
$33.4B
| $203K | 0.14% |
2,284
-6
|
|
||
86
Deere & Co
DE
$125B
| $200K | 0.14% |
394
-42
|
|
||
87
NGL Energy Partners
NGL
$826M
| $90.1K | 0.06% |
21,100
|
|
||
88
Occidental Petroleum
OXY
$40.6B
| – | – |
-25,108
|
|
||
89
Procter & Gamble
PG
$351B
| – | – |
-1,217
|
|
||
90
Target
TGT
$42.1B
| – | – |
-10,657
|
|