Fund HoldingsSecurity National Bank

Total Portfolio Value
$442.78M
Total Bought
$442.78M
Total Sold
$356.36M
Net Transaction
+$86.41M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
NVIDIA Corp(NVDA)065,472+65,472032,4237.32%+32,423
BERKSHIRE HATHAWAY051+51027,6746.25%+27,674
Apple Inc(AAPL)0124,248+124,248023,9215.40%+23,921
Berkshire Hathaway Inc067,010+67,010023,9005.40%+23,900
Murphy USA Inc(MUSA)050,458+50,458017,9914.06%+17,991
MICROSOFT CORP(MSFT)044,371+44,371016,6853.77%+16,685
Palo Alto Networks Inc(PANW)039,428+39,428011,6272.63%+11,627
Amazon.com Inc(AMZN)072,631+72,631011,0362.49%+11,036
LOWE'S COS INC(LOW)046,617+46,617010,3752.34%+10,375
VISA INC(V)038,282+38,28209,9672.25%+9,967
Meritage Homes Corp(MTH)056,500+56,50009,8422.22%+9,842
Suntx Capital Management Corp(ROAD)0223,617+223,61709,7322.20%+9,732
Zoetis Inc(ZTS)046,858+46,85809,2482.09%+9,248
UnitedHealth Group Inc(UNH)017,185+17,18509,0472.04%+9,047
Murphy Oil Corp(MUR)0197,560+197,56008,4281.90%+8,428
Adobe Inc(ADBE)013,379+13,37907,9821.80%+7,982
Merck & Co Inc(MRK)073,080+73,08007,9671.80%+7,967
Stryker Corp(SYK)024,955+24,95507,4731.69%+7,473
Honeywell International Inc(HON)034,643+34,64307,2651.64%+7,265
ASML HOLDING NV
N Y REGISTRY SHS
09,311+9,31107,0481.59%+7,048
Lockheed Martin Corp(LMT)015,407+15,40706,9831.58%+6,983
Blackstone Inc(BX)048,843+48,84306,3951.44%+6,395
JPMorgan Chase & Co(JPM)036,823+36,82306,2641.41%+6,264
BlackRock Inc(BLK)07,353+7,35305,9691.35%+5,969
First Trust Advisors LP
INDXX NAT RE ETF
0443,923+443,92305,7801.31%+5,780
Thermo Fisher Scientific Inc(TMO)09,981+9,98105,2981.20%+5,298
NIKE INC(NKE)048,309+48,30905,2451.18%+5,245
NEXTERA ENERGY(NEE)086,109+86,10905,2301.18%+5,230
Diamondback Energy Inc(FANG)032,467+32,46705,0351.14%+5,035
Coterra Energy Inc0195,460+195,46004,9881.13%+4,988
Interpublic Group of Cos Inc/T0150,444+150,44404,9101.11%+4,910
Synopsys Inc(SNPS)09,276+9,27604,7761.08%+4,776
DEERE & CO(DE)011,312+11,31204,5231.02%+4,523
GXO Logistics Inc(GXO)071,108+71,10804,3490.98%+4,349
Vanguard Group Inc/The026,417+26,41704,3430.98%+4,343
BROADRIDGE FIN SOL(BR)020,173+20,17304,1510.94%+4,151
PEPSICO INC(PEP)022,359+22,35903,7970.86%+3,797
Accenture PLC
SHS CLASS A
010,726+10,72603,7640.85%+3,764
TEXAS INSTRUMENTS(TXN)021,084+21,08403,5940.81%+3,594
Trimble Inc(TRMB)063,774+63,77403,3930.77%+3,393
VANGUARD07,606+7,60603,3220.75%+3,322
ISHARES06,549+6,54903,1280.71%+3,128
Encore Wire Corp014,250+14,25003,0440.69%+3,044
Americas Mining Corp/United St(SCCO)034,954+34,95403,0080.68%+3,008
BHP BILLITON LTD042,082+42,08202,8750.65%+2,875
Johnson & Johnson(JNJ)016,212+16,21202,5410.57%+2,541
Valmont Industries Inc(VMI)010,800+10,80002,5220.57%+2,522
Union Pacific Corp(UNP)010,145+10,14502,4920.56%+2,492
VANGUARD ETF/USA09,185+9,18502,1790.49%+2,179
JP Morgan ETFs/USA
EQUITY PREMIUM
036,137+36,13701,9870.45%+1,987
Alexandria Real Estate Equitie015,439+15,43901,9570.44%+1,957
MASTERCARD INC(MA)04,566+4,56601,9470.44%+1,947
SOLAREDGE TECHNOLOGIES INC(SEDG)018,538+18,53801,7350.39%+1,735
CHUBB LIMITED COM
COM
06,995+6,99501,5810.36%+1,581
Freyr Battery Inc0781,315+781,31501,4610.33%+1,461
ALPHABET INC(GOOG)09,270+9,27001,2950.29%+1,295
Caterpillar Inc(CAT)03,882+3,88201,1480.26%+1,148
PotlatchDeltic Corp021,859+21,85901,0730.24%+1,073
Green Brick Partners Inc(GRBK)020,560+20,56001,0680.24%+1,068
KOSMOS ENERGY LTD(KOS)0146,000+146,00009800.22%+980
Alphabet Inc(GOOG)06,875+6,87509690.22%+969
Home Depot Inc/The(HD)02,673+2,67309260.21%+926
Cadence Bank029,829+29,82908830.20%+883
Exxon Mobil Corp08,701+8,70108700.20%+870
Kenvue Inc(KVUE)037,615+37,61508100.18%+810
Camden Property Trust(CPT)07,911+7,91107850.18%+785
RTX Corp(RTX)09,239+9,23907770.18%+777
ISHARES010,025+10,02507530.17%+753
Merk ETFs/USA(OUNZ)033,318+33,31806650.15%+665
Chevron Corp(CVX)04,290+4,29006400.14%+640
ABERDEEN STANDARD026,141+26,14105950.13%+595
MCDONALD'S CORP(MCD)01,974+1,97405850.13%+585
Microchip Technology Inc(MCHP)06,268+6,26805650.13%+565
Costco Wholesale Corp(COST)0795+79505250.12%+525
Amgen Inc(AMGN)01,800+1,80005180.12%+518
ETF Securities US LLC(SGOL)025,578+25,57805050.11%+505
BlackRock Fund Advisors01,820+1,82005040.11%+504
BlackRock Fund Advisors04,642+4,64205020.11%+502
Abbott Laboratories04,550+4,55005010.11%+501
SSgA Funds Management Inc(SPY)01,044+1,04404960.11%+496
JP Morgan Investment Management Inc
ULTRA SHRT ETF
09,853+9,85304950.11%+495
BlackRock Fund Advisors016,316+16,31604570.10%+457
AbbVie Inc(ABBV)02,730+2,73004230.10%+423
First Trust ETFs/USA
FT VEST NAS
017,617+17,61704200.09%+420
Nucor Corp(NUE)02,326+2,32604050.09%+405
SSgA Funds Management Inc
ST STR SP500DIV
09,759+9,75903820.09%+382
VANGUARD ETF/USA
INF TECH ETF
0770+77003730.08%+373
CARRIER GLOBAL CORP(CARR)06,454+6,45403710.08%+371
REGENERON PHARMACEUTICALS(REGN)0400+40003510.08%+351
Lamb Weston Holdings Inc(LW)03,187+3,18703440.08%+344
Cigna Group/The(CI)01,109+1,10903320.08%+332
Regions Financial Corp(RF)016,916+16,91603280.07%+328
Eaton Corp PLC(ETN)01,300+1,30003130.07%+313
Coca-Cola Co/The(KO)05,164+5,16403040.07%+304
Fidelity ETFs/USA
ENHANCED LARGE
011,175+11,17502930.07%+293
INTL BUSINESS MCHN(IBM)01,773+1,77302900.07%+290
Otis Worldwide Corp(OTIS)03,226+3,22602890.07%+289
ISHARES/USA02,265+2,26502830.06%+283
VANGUARD GROUP03,602+3,60202770.06%+277
BlackRock Fund Advisors05,216+5,21602660.06%+266
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