Security-National-Bank

AI_NATIVE detailed information: This accession holds the following tickers:[
  "FSV",
  "POOL",
  null,
  "MGEE",
  "TROW",
  null,
  "RF",
  "ATR",
  "ACN",
  "ITT",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "MATX",
  "PAA",
  "NGVT",
  null,
  "GOOGL",
  "VDE",
  "VTS",
  "AXP",
  null,
  "ASML",
  "T",
  "BLK",
  "AM",
  "CAT",
  "AVGO",
  "MFIC",
  "LOW",
  "ARCC",
  "BSX",
  null,
  null,
  "COF",
  "D",
  "DEA",
  "EBAY",
  "EOG",
  "EXPD",
  null,
  null,
  "TSLX",
  null,
  "ALEX",
  "GIS",
  "HON",
  "HD",
  "MCD",
  "RPM",
  "UNP",
  "TE",
  "SCCO",
  "ISRG",
  null,
  "HUBB",
  null,
  "EMR",
  "BKNG",
  "ICE",
  "META",
  null,
  null,
  "IVW",
  "IJH",
  "SKYH",
  "IQV",
  null,
  null,
  null,
  null,
  "LIN",
  null,
  null,
  "MRVL",
  "MA",
  "MDT",
  "MSFT",
  "FND",
  "FTV",
  "GXO",
  "HRL",
  "ODFL",
  "ORLY",
  "ICLR",
  null,
  "PCAR",
  "BX",
  "AMP",
  "IJR",
  "KLAC",
  "ORCL",
  "OKE",
  "PAYX",
  "VHT",
  null,
  "NNN",
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  null,
  "PNC",
  "IRM",
  "PGR",
  "IJK",
  "HTGC",
  "IVV",
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "BXSL",
  "ECL",
  "NVDA",
  "HPE",
  "ENB",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  null,
  "AMGN",
  "KVUE",
  "PPG",
  "SPGI",
  "NOW",
  "SHW",
  "ROP",
  "RTX",
  "GLD",
  "SPYG",
  "BP",
  "AMT",
  null,
  "IBM",
  "STLD",
  "SYK",
  "SNPS",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TFC",
  "UBER",
  "UPS",
  "MET",
  "PCH",
  "VXF",
  "ALC",
  null,
  "VWO",
  "SIVR",
  "IWV",
  null,
  "VCIT",
  "KOS",
  "EXP",
  "LAD",
  null,
  "ULTA",
  "TSM",
  "GSK",
  null,
  "RMD",
  null,
  null,
  "VYM",
  "EW",
  "VRSK",
  "AGCO",
  "GRBK",
  "MUR",
  "MUSA",
  "UGI",
  "ADSK",
  "VNT",
  null,
  "ALB",
  "AMD",
  "FI",
  "GNRC",
  "WEC",
  "AJG",
  "WM",
  "IWR",
  "AEP",
  "BKR",
  "CIGI",
  "SGOL",
  null,
  "IPG",
  "KBDC",
  null,
  "RACE",
  null,
  "AMZN",
  "MSI",
  null,
  "IVE",
  "HCA",
  "PFG",
  "LUV",
  null,
  "HBAN",
  null,
  "VGT",
  "USB",
  "VUG",
  "VLO",
  "VEA",
  null,
  "VMI",
  "VTEB",
  "BND",
  "BSV",
  "VOO",
  "VLTO",
  "VTV",
  "V",
  "WBD",
  "WMT",
  "WFC",
  "WEN",
  "WHR",
  "WMB",
  null,
  null,
  "SCHD",
  "SCHF",
  "LW",
  "NOK",
  "TRMB",
  "PSX",
  "SWKS",
  "DIA",
  "DINO",
  null,
  "LYB",
  "ZBH",
  "MTH",
  "NVT",
  "IRTC",
  "NUE",
  "FDX",
  "ADP",
  "AZO",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BAX",
  "BDX",
  "BHF",
  "BOC",
  "BMY",
  "BR",
  "CADE",
  "BWXT",
  "CDNS",
  "CPT",
  "CRDF",
  "CRI",
  "CASY",
  "CHE",
  "CVX",
  "CB",
  "CHD",
  "CTAS",
  "NET",
  "C",
  "KO",
  "CMCSA",
  "CL",
  "CAG",
  "COP",
  "CPRT",
  "CTRA",
  "COST",
  "GLW",
  "CRWD",
  "DHR",
  "DE",
  "DVN",
  "FANG",
  "DAL",
  "DLX",
  "IJT",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "EPD",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PH",
  "MO",
  "XLK",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 316
Total Value: 484606003
Accession Number: 0001719739-25-000002
Form Type: 13F-HR
CIK: security-national-bank
Manager Name: Security-National-Bank

Data Enrichment

87% identified

274 identified42 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

316 positions • $484.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922020805

Shares:—

Value:$4.7K

% of Portfolio:0.0% ($4.7K/$484.6M)

ZIMMER BIOMET HOLDINGS, INC.

ZBH|98956P102

Shares:—

Value:$4.4K

% of Portfolio:0.0% ($4.4K/$484.6M)

808524797

SCHD|808524797

Shares:—

Value:$4.3K

% of Portfolio:0.0% ($4.3K/$484.6M)

SOUTHWEST AIRLINES CO

LUV|844741108

Shares:—

Value:$4.1K

% of Portfolio:0.0% ($4.1K/$484.6M)

Vontier Corp

VNT|928881101

Shares:—

Value:$3.6K

% of Portfolio:0.0% ($3.6K/$484.6M)

00768Y495

Shares:—

Value:$3.5K

% of Portfolio:0.0% ($3.5K/$484.6M)

METLIFE INC

MET|59156R108

Shares:—

Value:$3.4K

% of Portfolio:0.0% ($3.4K/$484.6M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:—

Value:$1.2K

% of Portfolio:0.0% ($1.2K/$484.6M)

68620P705

Shares:—

Value:$1.1K

% of Portfolio:0.0% ($1.1K/$484.6M)

iRhythm Technologies, Inc.

IRTC|450056106

Shares:—

Value:$942

% of Portfolio:0.0% ($942/$484.6M)

83307B101

Shares:—

Value:$811

% of Portfolio:0.0% ($811/$484.6M)

NOKIA CORP

NOK|654902204

Shares:—

Value:$527

% of Portfolio:0.0% ($527/$484.6M)

DELTA AIR LINES, INC.

DAL|247361702

Shares:—

Value:$305

% of Portfolio:0.0% ($305/$484.6M)

BP PLC

BP|055622104

Shares:—

Value:$237

% of Portfolio:0.0% ($237/$484.6M)

Brighthouse Financial, Inc.

BHF|10922N103

Shares:—

Value:$174

% of Portfolio:0.0% ($174/$484.6M)

Warner Bros. Discovery, Inc.

WBD|934423104

Shares:—

Value:$118

% of Portfolio:0.0% ($118/$484.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip922020805)✕	—	QoQ NEW YoY NEW	All Managers (Combined)	$4.7K	0.0% ($4.7K/$484.6M)	QoQ NEW(+$4.7K) YoY NEW(+$4.7K)
ZIMMER BIOMET HOLDINGS, INC.(ZBHcusip98956P102)	—	QoQ - YoY -	All Managers (Combined)	$4.4K	0.0% ($4.4K/$484.6M)	QoQ +7.13% (+$294) YoY -14.24% (-$733)
(SCHDcusip808524797)	—	QoQ - YoY -	All Managers (Combined)	$4.3K	0.0% ($4.3K/$484.6M)	QoQ -62.69% (-$7.1K) YoY -82.19% (-$19.6K)
SOUTHWEST AIRLINES CO(LUVcusip844741108)	—	QoQ - YoY -	All Managers (Combined)	$4.1K	0.0% ($4.1K/$484.6M)	QoQ -0.12% (-$5) YoY +15.03% (+$531)
Vontier Corp(VNTcusip928881101)	—	QoQ - YoY -	All Managers (Combined)	$3.6K	0.0% ($3.6K/$484.6M)	QoQ -9.91% (-$394) YoY -27.56% (-$1.4K)
(cusip00768Y495)✕	—	QoQ - YoY -	All Managers (Combined)	$3.5K	0.0% ($3.5K/$484.6M)	QoQ -26.80% (-$1.3K) YoY -56.58% (-$4.5K)
METLIFE INC(METcusip59156R108)	—	QoQ - YoY -	All Managers (Combined)	$3.4K	0.0% ($3.4K/$484.6M)	QoQ -1.94% (-$67) YoY +8.31% (+$259)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	—	QoQ - YoY -	All Managers (Combined)	$1.2K	0.0% ($1.2K/$484.6M)	QoQ -14.90% (-$216) YoY -84.81% (-$6.9K)
(cusip68620P705)✕	—	QoQ - YoY -	All Managers (Combined)	$1.1K	0.0% ($1.1K/$484.6M)	QoQ -37.25% (-$630) YoY -53.01% (-$1.2K)
iRhythm Technologies, Inc.(IRTCcusip450056106)	—	QoQ - YoY -	All Managers (Combined)	$942	0.0% ($942/$484.6M)	QoQ +16.00% (+$130) YoY -9.77% (-$102)
(cusip83307B101)✕	—	QoQ - YoY -	All Managers (Combined)	$811	0.0% ($811/$484.6M)	QoQ -21.18% (-$218) YoY -29.66% (-$342)
NOKIA CORP(NOKcusip654902204)	—	QoQ - YoY -	All Managers (Combined)	$527	0.0% ($527/$484.6M)	QoQ +18.96% (+$84) YoY +48.87% (+$173)
DELTA AIR LINES, INC.(DALcusip247361702)	—	QoQ NEW YoY NEW	All Managers (Combined)	$305	0.0% ($305/$484.6M)	QoQ NEW(+$305) YoY NEW(+$305)
BP PLC(BPcusip055622104)	—	QoQ NEW YoY NEW	All Managers (Combined)	$237	0.0% ($237/$484.6M)	QoQ NEW(+$237) YoY NEW(+$237)
Brighthouse Financial, Inc.(BHFcusip10922N103)	—	QoQ - YoY -	All Managers (Combined)	$174	0.0% ($174/$484.6M)	QoQ +20.83% (+$30) YoY +12.25% (+$19)
Warner Bros. Discovery, Inc.(WBDcusip934423104)	—	QoQ - YoY NEW	All Managers (Combined)	$118	0.0% ($118/$484.6M)	QoQ -94.97% (-$2.2K) YoY NEW(+$118)