Fund HoldingsSecurity National Bank

Total Portfolio Value
$688.66M
Total Bought
$39.53M
Total Sold
$30.14M
Net Transaction
+$9.39M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
NVIDIA Corp(NVDA)58,193529,831+471,63852,58165,4559.50%+12,874
ISHARES272,628272,6280143,329149,19021.66%+5,862
ALPHABET INC(GOOG)9,27037,305+28,0351,3996,7950.99%+5,396
Apple Inc(AAPL)0120,890+120,890025,4623.70%+25,462
nVent Electric PLC(NVT)047,938+47,93803,6730.53%+3,673
Murphy USA Inc(MUSA)50,45850,424-3421,15223,6723.44%+2,520
Hubbell Inc(HUBB)06,004+6,00402,1940.32%+2,194
Palo Alto Networks Inc(PANW)039,495+39,495013,3891.94%+13,389
Freyr Battery Inc(TE)0781,315+781,31501,3280.19%+1,328
MICROSOFT CORP(MSFT)44,38144,130-25118,67219,7242.86%+1,052
KLA Corp(KLAC)2,4773,352+8751,7302,7640.40%+1,033
SPROTT ASSET MANAGEMENT LP/CAN(PHYS)050,943+50,94309200.13%+920
Amazon.com Inc(AMZN)73,16472,918-24613,19714,0912.05%+894
MOTOROLA INC(MSI)02,282+2,28208810.13%+881
NEXTERA ENERGY(NEE)90,43892,373+1,9355,7806,5410.95%+761
ASML HOLDING NV
N Y REGISTRY SHS
9,7099,881+1729,42210,1061.47%+683
Adobe Inc(ADBE)013,634+13,63407,5741.10%+7,574
JP Morgan ETFs/USA
HEDG EQU LAD ETF
010,862+10,86206360.09%+636
Broadcom Inc(AVGO)2,1392,140+12,8353,4360.50%+601
Valmont Industries Inc(VMI)010,800+10,80002,9640.43%+2,964
JP Morgan ETFs/USA
EQUITY PREMIUM
98,081108,718+10,6375,6756,1620.89%+487
Americas Mining Corp/United St(SCCO)39,63343,043+3,4104,2224,6370.67%+416
Merk Investments LLC(OUNZ)33,31849,262+15,9447161,1060.16%+391
Fidelity ETFs/USA
ENHANCED LARGE
011,175+11,17503610.05%+361
Casey's General Stores Inc(CASY)4,9804,947-331,5861,8880.27%+302
Zoetis Inc(ZTS)048,057+48,05708,3311.21%+8,331
UnitedHealth Group Inc(UNH)017,427+17,42708,8751.29%+8,875
Synopsys Inc(SNPS)9,6479,725+785,5135,7870.84%+274
Alphabet Inc(GOOG)6,7196,71901,0231,2320.18%+209
Accenture PLC
SHS CLASS A
13,88316,492+2,6094,8125,0040.73%+192
FREYR BATTERY INC(TE)01,035,484+1,035,48401560.02%+156
JP Morgan ETFs/USA
NASDAQ EQT PREM
02,596+2,59601440.02%+144
VANGUARD7,2787,27803,4993,6400.53%+141
Crowdstrike Holdings Inc(CRWD)0329+32901260.02%+126
State Street ETF/USA
STATE STRET SPDR
05,993+5,99301110.02%+111
ServiceNow Inc(NOW)0202+20201590.02%+159
Camden Property Trust(CPT)8,1668,267+1018049020.13%+98
Costco Wholesale Corp(COST)795789-65826710.10%+88
ISHARES10,02510,02508479280.13%+81
VANGUARD ETF/USA10,25910,25902,6662,7440.40%+78
VANGUARD ETF/USA
INT-TERM CORP
03,000+3,00002400.03%+240
Texas Pacific Land Corp(TPL)0300+30002200.03%+220
Oaktree Specialty Lending Corp(OCSL)02,213+2,2130420.01%+42
Invesco Capital Management LLC1,1571,15705145540.08%+41
DELUXE CORP(DLX)01,803+1,8030400.01%+40
Kodiak Gas Services Inc(KGS)01,418+1,4180390.01%+39
Amgen Inc(AMGN)01,752+1,75205470.08%+547
Eli Lilly & Co(LLY)29329302282650.04%+37
REGENERON PHARMACEUTICALS(REGN)40040003854200.06%+35
KOHLS CORPORATION(KSS)01,484+1,4840340.00%+34
iShares/USA0497+4970240.00%+24
SSgA Funds Management Inc(SPY)1,0441,04405465680.08%+22
VANGUARD ETF/USA
INF TECH ETF
770733-374044230.06%+19
ISHARES(SLV)04,875+4,87501300.02%+130
Hewlett Packard Enterprise Co(HPE)05,375+5,37501140.02%+114
Walmart Inc(WMT)02,343+2,34301590.02%+159
Vertex Pharmaceuticals Inc(VRTX)299304+51251420.02%+18
Verisk Analytics Inc(VRSK)0500+50001350.02%+135
SELECT SECTOR SPDR
ST STR FINL ETF
0400+4000160.00%+16
EOG Resources Inc(EOG)01,170+1,17001470.02%+147
Iron Mountain Inc(IRM)1,6191,61901301450.02%+15
Kenvue Inc(KVUE)044,853+44,85308150.12%+815
Vanguard ETF/USA0450+45001680.02%+168
Booking Holdings Inc(BKNG)040+4001580.02%+158
ISHARES/USA031+310110.00%+11
SELECT SECTOR SPDR
ST STR TECHN ETF
0600+60001360.02%+136
CORNING INC(GLW)01,803+1,8030700.01%+70
Glaukos Corp(GKOS)087+870100.00%+10
Coca-Cola Co/The(KO)03,450+3,45002200.03%+220
Hercules Capital Inc(HCXY)04,003+4,0030820.01%+82
AT&T INC(T)04,692+4,6920900.01%+90
S&P Global Inc(SPGI)0335+33501490.02%+149
United Rentals Inc(URI)010+10060.00%+6
Matson Inc(MATX)0328+3280430.01%+43
Easterly Government Properties(DEA)06,370+6,3700790.01%+79
iShares ETFs/USA4,9064,90601281330.02%+5
Meta Platforms Inc(META)26526501291340.02%+5
ALCON AG(ALC)0800+8000710.01%+71
RTX Corp(RTX)01,608+1,60801610.02%+161
LEGG MASON PARTNERS FUND ADVISOR LLC057+57040.00%+4
ALTRIA GROUP INC(MO)01,957+1,9570890.01%+89
TJX Cos Inc/The(TJX)0426+4260470.01%+47
iShares ETFs/USA01,300+1,3000980.01%+98
ECOLAB INC(ECL)0450+45001070.02%+107
SELECT SECTOR SPDR
ST STR UTIL ETF
944944062640.01%+2
AMER EXPRESS CO(AXP)60060001371390.02%+2
HP Inc(HPQ)0400+4000140.00%+14
Procter & Gamble Co/The(PG)69369301121140.02%+2
FEDEX CORP(FDX)0175+1750520.01%+52
iShares ETFs/USA0500+5000440.01%+44
State Street ETF/USA
ST STR MSCI GEN
0467+4670510.01%+51
Arthur J Gallagher & Co(AJG)0145+1450380.01%+38
WELLS FARGO & CO(WFC)0896+8960530.01%+53
SPDR GOLD TRUST(GLD)137137028290.00%+1
Eaton Corp PLC(ETN)1,3001,30004064080.06%+1
ROPER INDUSTRIES INC(ROP)0375+37502110.03%+211
BK OF AMERICA CORP0550+5500220.00%+22
PROGRESSIVE CP(OH)(PGR)1,0001,00002072080.03%+1
Microchip Technology Inc(MCHP)06,155+6,15505630.08%+563
Chemed Corp(CHE)025+250140.00%+14
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