Security National Bank Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amplify CWP Enhanced Dividend Income ETF
DIVO
|
+$7.18M |
| 2 |
Simplify High Yield ETF
CDX
|
+$4.11M |
| 3 |
IBM
IBM
|
+$3.81M |
| 4 |
Waste Management
WM
|
+$2.64M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$1.59M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$7.45M |
| 2 |
Accenture
ACN
|
+$3.96M |
| 3 |
UnitedHealth
UNH
|
+$1.77M |
| 4 |
State Street Industrial Select Sector SPDR ETF
XLI
|
+$1.52M |
| 5 |
NVIDIA
NVDA
|
+$1.35M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 33.08% |
| 2 | Financials | 20.62% |
| 3 | Consumer Discretionary | 11.03% |
| 4 | Industrials | 6.6% |
| 5 | Healthcare | 5.74% |
Similar funds
Security National Bank's Q3 2025 Portfolio in Review
As of Q3 2025, Security National Bank held 393 positions worth $653M, up 13% from $578M the previous quarter. Its ten largest holdings account for 46% of the portfolio.
Security National Bank deployed $29M of net new capital in Q3 2025, opening 78 new positions and adding to 86 existing holdings. Its largest new stake was Amplify CWP Enhanced Dividend Income ETF: 165,499 shares worth $7.38M.
By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 32% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was JPMorgan Equity Premium Income ETF, an estimated $7.45M trimmed.
- Security National Bank's largest Q3 2025 buy was Amplify CWP Enhanced Dividend Income ETF: 165,499 shares worth $7.38M.
- Security National Bank added most to IBM in Q3 2025, an estimated $3.81M increase.
- Security National Bank's biggest Q3 2025 reduction was JPMorgan Equity Premium Income ETF, cutting an estimated $7.45M.
- Security National Bank fully exited Lockheed Martin in Q3 2025, selling an estimated $241K.
- Security National Bank's ten largest holdings make up 46% of its $653M portfolio in Q3 2025.
- Security National Bank opened 78 new positions and closed 15 in Q3 2025.
- Security National Bank's portfolio value rose 13% quarter-over-quarter to $653M.
Based on Security National Bank's 13F filing for Q3 2025, filed 20 Oct 2025.