• 13F History

Security National Bank

13F Filings History

Latest 13F report
Q4 2024 - Feb 10, 2025
Value $
$701M
Signature - Title
Karen Mentzer - AVP Trust Compliance Coordinator
Location
Omaha, NE
Summary
This page shows a list of all the recent 13F filings made by Security National Bank. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Security National Bank reported 319 stock holdings with total value $701M as of Q4 2024. Top holdings included IVV, NVDA, BRKA, BRKB, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 319 $701M +$23.1M -$52.4M -$29.3M IVV, NVDA, BRKA, BRKB, AAPL 13F-HR 2/10/2025, 11:00 AM
Q3 2024 283 $736M +$21.7M -$9.91M +$11.8M IVV, NVDA, BRKA, BRKB, IWR 13F-HR 10/7/2024, 03:37 PM
Q2 2024 288 $689M +$78.1M -$13.8M +$64.3M IVV, NVDA, BRKA, IWR, BRKB 13F-HR 7/22/2024, 04:34 PM
Q1 2024 275 $661M +$190M -$28.2M +$161M IVV, NVDA, BRKA, IWR, BRKB 13F-HR 4/15/2024, 09:46 AM
Q4 2023 312 $443M +$72.1M -$15.9M +$56.2M NVDA, BRKA, AAPL, BRKB, MUSA 13F-HR 2/13/2024, 10:42 AM
Q3 2023 102 $356M +$9.55M -$20.8M -$11.3M NVDA, BRKB, AAPL, MUSA, MSFT 13F-HR 10/20/2023, 09:32 AM
Q2 2023 104 $393M +$10.8M -$24.7M -$13.9M NVDA, AAPL, BRKB, MSFT, MUSA 13F-HR 7/18/2023, 10:28 AM
Q1 2023 100 $375M +$1.51M -$25.2M -$23.7M NVDA, AAPL, BRKB, MSFT, MUSA 13F-HR 4/17/2023, 10:40 AM
Q4 2022 100 $371M +$15.5M -$18.6M -$3.11M BRKB, AAPL, NVDA, MUSA, MSFT 13F-HR 2/1/2023, 11:28 AM
Q3 2022 100 $359M +$33.8M -$4.39M +$29.4M AAPL, BRKB, MUSA, NVDA, MSFT 13F-HR 10/18/2022, 01:10 PM
Q2 2022 98 $360M +$30.9M -$7.07M +$23.9M BRKB, AAPL, NVDA, MSFT, MUSA 13F-HR 7/25/2022, 10:35 AM
Q1 2022 106 $437M +$24M -$7.38M +$16.6M NVDA, BRKB, AAPL, MSFT, UNP 13F-HR 4/25/2022, 10:23 AM
Q4 2021 107 $442M +$14M -$10M +$3.91M NVDA, AAPL, BRKB, MSFT, LOW 13F-HR 1/28/2022, 12:40 PM
Q3 2021 101 $399M +$48.1M -$9.11M +$39M NVDA, AAPL, BRKB, MSFT, AMZN 13F-HR 10/14/2021, 11:39 AM
Q2 2021 97 $380M +$15.8M -$8.37M +$7.39M NVDA, BRKB, AAPL, MSFT, AMZN 13F-HR 7/7/2021, 09:52 AM
Q1 2021 97 $340M +$29M -$12.6M +$16.4M AAPL, BRKB, NVDA, MSFT, AMZN 13F-HR 4/5/2021, 03:15 PM
Q4 2020 74 $315M +$7.92M -$10.7M -$2.77M AAPL, NVDA, BRKB, MSFT, AMZN 13F-HR 2/1/2021, 01:54 PM
Q3 2020 70 $287M +$27M -$3.06M +$23.9M NVDA, AAPL, BRKB, AMZN, MSFT 13F-HR 10/19/2020, 12:55 PM
Q2 2020 66 $242M +$13.3M -$2.34M +$10.9M NVDA, AAPL, BRKB, MSFT, AMZN 13F-HR 8/11/2020, 09:10 AM
Q1 2020 66 $190M +$19.7M -$2.65M +$17.1M BRKB, NVDA, AAPL, MSFT, AMZN 13F-HR 4/21/2020, 12:00 PM
Q4 2019 72 $224M +$7.13M -$15M -$7.86M BRKB, AAPL, MSFT, UNP, NVDA 13F-HR 2/4/2020, 03:57 PM
Q3 2019 73 $212M +$14.4M -$3.69M +$10.7M AAPL, BRKB, MSFT, UNP, AMZN 13F-HR 10/15/2019, 04:52 PM
Q2 2019 71 $202M +$8.05M -$935K +$7.12M AAPL, BRKB, MSFT, UNP, AMZN 13F-HR 7/22/2019, 09:52 AM
Q1 2019 72 $193M +$22.2M -$3.42M +$18.8M AAPL, BRKB, UNP, MSFT, AMZN 13F-HR 5/14/2019, 01:02 PM
Q4 2018 65 $160M +$18M -$3.71M +$14.3M BRKB, AAPL, MSFT, UNP, BRKA 13F-HR 2/14/2019, 08:27 AM
Q3 2018 64 $181M +$15.2M -$790K +$14.4M AAPL, BRKB, NVDA, MUR, BRKA 13F-HR 10/12/2018, 06:03 PM
Q2 2018 62 $157M +$4.61M -$964K +$3.64M AAPL, BRKB, MUR, NVDA, AMZN 13F-HR 7/26/2018, 12:18 PM
Q1 2018 63 $149M +$5.75M -$6.82M -$1.08M AAPL, BRKB, NVDA, MUR, UNP 13F-HR 5/9/2018, 03:52 PM
Q4 2017 64 $154M +$3.93M -$1.86M +$2.07M AAPL, BRKB, MUR, NVDA, UNP 13F-HR 2/13/2018, 04:24 PM
Q3 2017 66 $146M +$7.37M -$1.58M +$5.8M AAPL, BRKB, NVDA, MUR, VMI 13F-HR 11/13/2017, 01:40 PM
Q2 2017 65 $137M +$6.2M -$4.14M +$2.07M AAPL, BRKB, MUR, NVDA, VMI 13F-HR 1/3/2018, 10:03 AM
Q1 2017 64 $133M AAPL, BRKB, MUR, NVDA, BRKA 13F-HR 1/4/2018, 04:05 PM