News + Filings Holdings
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Security National Bank
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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NEXTERA ENERGY INC
| FPL | common | 80,519 | 25,118 | 5,974,510,000 | 5,970,166,000 | 1.52 | |
Hist
| 06/30/2023 |
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PIONEER NATURAL RESOURCES CO
| PXD | Common | 20,410 | 52 | 4,228,544,000 | 4,224,136,000 | 1.08 | 0.01 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IVV | Common | 5,928 | 1,506 | 2,642,169,000 | 2,640,583,000 | 0.67 | |
Hist
| 06/30/2023 |
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CATERPILLAR INC
| CAT | Common | 4,882 | 2,300 | 1,201,216,000 | 1,200,792,000 | 0.31 | |
Hist
| 06/30/2023 |
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RAYTHEON TECHNOLOGIES CORP
| RTX | COM | 10,654 | 225 | 1,043,666,000 | 1,042,812,000 | 0.27 | |
Hist
| 06/30/2023 |
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CHEVRON CORP
| CVX | Common | 6,492 | 1,396 | 1,021,516,000 | 1,020,784,000 | 0.26 | 0.00 |
Hist
| 06/30/2023 |
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Alphabet Inc.
| GOOGL | COM | 7,850 | 1,050 | 939,645,000 | 938,995,000 | 0.24 | |
Hist
| 06/30/2023 |
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PROSHARES TR SHORT SANDP 500 NE
| SH | ETF | 46,090 | 30,041 | 639,729,000 | 639,452,000 | 0.16 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IVW | S&P500 GRW | 9,053 | 3,483 | 638,055,000 | 637,733,000 | 0.16 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IJH | Common | 2,356 | 264 | 616,047,000 | 615,588,000 | 0.16 | |
Hist
| 06/30/2023 |
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MCDONALDS CORP
| MCD | Common | 1,924 | 30 | 574,141,000 | 573,704,000 | 0.15 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IJR | S&P SMLCAP 600 | 4,619 | 635 | 460,283,000 | 459,936,000 | 0.12 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IDV | Common | 15,811 | 4,209 | 416,304,000 | 416,043,000 | 0.11 | |
Hist
| 06/30/2023 |
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COSTCO WHOLESALE CORP /NEW
| COST | Common | 730 | 80 | 393,017,000 | 392,710,000 | 0.10 | |
Hist
| 06/30/2023 |
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REGENERON PHARMACEUTICALS, INC.
| REGN | Common | 400 | 50 | 287,416,000 | 287,175,000 | 0.07 | 0.00 |
Hist
| 06/30/2023 |
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PFIZER INC
| PFE | Common | 5,958 | 80 | 218,539,000 | 218,282,000 | 0.06 | 0.00 |
Hist
| 06/30/2023 |
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NEXTERA ENERGY PARTNERS, LP
| NEP | Common | 3,525 | 300 | 206,706,000 | 206,473,000 | 0.05 | 0.00 |
Hist
| 06/30/2023 |
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