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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AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:—

Value:$138.4K

% of Portfolio:0.0% ($138.4K/$484.6M)

464286319

Shares:—

Value:$134.1K

% of Portfolio:0.0% ($134.1K/$484.6M)

35834F112

Shares:—

Value:$131.9K

% of Portfolio:0.0% ($131.9K/$484.6M)

Phillips 66

PSX|718546104

Shares:—

Value:$130.1K

% of Portfolio:0.0% ($130.1K/$484.6M)

81369Y860

Shares:—

Value:$126.1K

% of Portfolio:0.0% ($126.1K/$484.6M)

CONOCOPHILLIPS

COP|20825C104

Shares:—

Value:$125.3K

% of Portfolio:0.0% ($125.3K/$484.6M)

81369Y803

XLK|81369Y803

Shares:—

Value:$123.9K

% of Portfolio:0.0% ($123.9K/$484.6M)

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:—

Value:$119.5K

% of Portfolio:0.0% ($119.5K/$484.6M)

PROCTER & GAMBLE Co

PG|742718109

Shares:—

Value:$118.1K

% of Portfolio:0.0% ($118.1K/$484.6M)

Cloudflare, Inc.

NET|18915M107

Shares:—

Value:$118.1K

% of Portfolio:0.0% ($118.1K/$484.6M)

Autodesk, Inc.

ADSK|052769106

Shares:—

Value:$117.8K

% of Portfolio:0.0% ($117.8K/$484.6M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:—

Value:$117.5K

% of Portfolio:0.0% ($117.5K/$484.6M)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:—

Value:$114.6K

% of Portfolio:0.0% ($114.6K/$484.6M)

ECOLAB INC.

ECL|278865100

Shares:—

Value:$114.1K

% of Portfolio:0.0% ($114.1K/$484.6M)

922042858

VWO|922042858

Shares:—

Value:$110.7K

% of Portfolio:0.0% ($110.7K/$484.6M)

AT&T INC.

T|00206R102

Shares:—

Value:$110.5K

% of Portfolio:0.0% ($110.5K/$484.6M)

33733E302

Shares:—

Value:$110.0K

% of Portfolio:0.0% ($110.0K/$484.6M)

464287408

IVE|464287408

Shares:—

Value:$108.4K

% of Portfolio:0.0% ($108.4K/$484.6M)

Antero Midstream Corp

AM|03676B102

Shares:—

Value:$100.2K

% of Portfolio:0.0% ($100.2K/$484.6M)

PAYCHEX INC

PAYX|704326107

Shares:—

Value:$98.7K

% of Portfolio:0.0% ($98.7K/$484.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	—	QoQ - YoY NEW	All Managers (Combined)	$138.4K	0.0% ($138.4K/$484.6M)	QoQ +18.47% (+$21.6K) YoY NEW(+$138.4K)
(cusip464286319)✕	—	QoQ - YoY -	All Managers (Combined)	$134.1K	0.0% ($134.1K/$484.6M)	QoQ +5.80% (+$7.4K) YoY +4.46% (+$5.7K)
(cusip35834F112)✕	—	QoQ - YoY NEW	All Managers (Combined)	$131.9K	0.0% ($131.9K/$484.6M)	QoQ -54.53% (-$158.2K) YoY NEW(+$131.9K)
Phillips 66(PSXcusip718546104)	—	QoQ - YoY -	All Managers (Combined)	$130.1K	0.0% ($130.1K/$484.6M)	QoQ +8.38% (+$10.1K) YoY -37.65% (-$78.6K)
(cusip81369Y860)✕	—	QoQ - YoY -	All Managers (Combined)	$126.1K	0.0% ($126.1K/$484.6M)	QoQ -1.98% (-$2.5K) YoY +5.86% (+$7.0K)
CONOCOPHILLIPS(COPcusip20825C104)	—	QoQ - YoY -	All Managers (Combined)	$125.3K	0.0% ($125.3K/$484.6M)	QoQ +6.34% (+$7.5K) YoY -18.78% (-$29.0K)
(XLKcusip81369Y803)	—	QoQ - YoY -	All Managers (Combined)	$123.9K	0.0% ($123.9K/$484.6M)	QoQ -11.19% (-$15.6K) YoY -0.85% (-$1.1K)
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	—	QoQ NEW YoY NEW	All Managers (Combined)	$119.5K	0.0% ($119.5K/$484.6M)	QoQ NEW(+$119.5K) YoY NEW(+$119.5K)
PROCTER & GAMBLE Co(PGcusip742718109)	—	QoQ - YoY -	All Managers (Combined)	$118.1K	0.0% ($118.1K/$484.6M)	QoQ -1.19% (-$1.4K) YoY +5.03% (+$5.7K)
Cloudflare, Inc.(NETcusip18915M107)	—	QoQ NEW YoY NEW	All Managers (Combined)	$118.1K	0.0% ($118.1K/$484.6M)	QoQ NEW(+$118.1K) YoY NEW(+$118.1K)
Autodesk, Inc.(ADSKcusip052769106)	—	QoQ - YoY -	All Managers (Combined)	$117.8K	0.0% ($117.8K/$484.6M)	QoQ -11.42% (-$15.2K) YoY +0.52% (+$621)
ALTRIA GROUP, INC.(MOcusip02209S103)	—	QoQ - YoY -	All Managers (Combined)	$117.5K	0.0% ($117.5K/$484.6M)	QoQ +14.78% (+$15.1K) YoY +37.59% (+$32.1K)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	—	QoQ - YoY -	All Managers (Combined)	$114.6K	0.0% ($114.6K/$484.6M)	QoQ +20.81% (+$19.7K) YoY +26.90% (+$24.3K)
ECOLAB INC.(ECLcusip278865100)	—	QoQ - YoY -	All Managers (Combined)	$114.1K	0.0% ($114.1K/$484.6M)	QoQ +8.19% (+$8.6K) YoY +9.79% (+$10.2K)
(VWOcusip922042858)	—	QoQ - YoY NEW	All Managers (Combined)	$110.7K	0.0% ($110.7K/$484.6M)	QoQ -32.02% (-$52.2K) YoY NEW(+$110.7K)
AT&T INC.(Tcusip00206R102)	—	QoQ - YoY -	All Managers (Combined)	$110.5K	0.0% ($110.5K/$484.6M)	QoQ -13.64% (-$17.5K) YoY +33.76% (+$27.9K)
(cusip33733E302)✕	—	QoQ - YoY -	All Managers (Combined)	$110.0K	0.0% ($110.0K/$484.6M)	QoQ -8.64% (-$10.4K) YoY +8.31% (+$8.4K)
(IVEcusip464287408)	—	QoQ - YoY -	All Managers (Combined)	$108.4K	0.0% ($108.4K/$484.6M)	QoQ -0.15% (-$171) YoY -10.69% (-$13.0K)
Antero Midstream Corp(AMcusip03676B102)	—	QoQ - YoY -	All Managers (Combined)	$100.2K	0.0% ($100.2K/$484.6M)	QoQ +19.28% (+$16.2K) YoY -6.70% (-$7.2K)
PAYCHEX INC(PAYXcusip704326107)	—	QoQ - YoY -	All Managers (Combined)	$98.7K	0.0% ($98.7K/$484.6M)	QoQ +4.32% (+$4.1K) YoY +19.12% (+$15.8K)