Security Financial Services, INC.

13F Filings History

Latest 13F report: Q4 2024 - Feb 13, 2025
Value $: $491M
Signature - Title: Patrick O'Connell - Director
Location: Fort Wayne, IN
Summary: This page shows a list of all the recent 13F filings made by Security Financial Services, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Security Financial Services, INC. reported 167 stock holdings with total value $491M as of Q4 2024. Top holdings included SPLG, IVW, QUAL, DYNF, and DFUS.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	167	$491M	+$27.1M	-$14.1M	+$13.1M	SPLG, IVW, QUAL, DYNF, DFUS	13F-HR	2/13/2025, 12:21 PM
Q3 2024	163	$491M	+$34.2M	-$27.4M	+$6.83M	SPLG, IVW, QUAL, DYNF, DFUS	13F-HR	11/5/2024, 12:02 PM
Q2 2024	162	$460M	+$48.8M	-$41.2M	+$7.6M	SPLG, IVW, QUAL, DYNF, DFUS	13F-HR	7/23/2024, 09:27 AM
Q1 2024	185	$443M	+$68M	-$57.4M	+$10.7M	SPLG, QUAL, DFUS, IVW, DYNF	13F-HR	4/11/2024, 04:50 PM
Q4 2023	165	$408M	+$54.4M	-$33.5M	+$20.9M	SPLG, QUAL, DFUS, EFV, IUSB	13F-HR	1/16/2024, 01:11 PM
Q3 2023	170	$354M	+$56.5M	-$37.9M	+$18.6M	SPLG, QUAL, IUSB, EFV, USMV	13F-HR	11/7/2023, 01:36 PM
Q2 2023	150	$352M	+$22.2M	-$10.5M	+$11.7M	SPLG, QUAL, USMV, IUSB, SPDW	13F-HR	8/11/2023, 02:18 PM
Q1 2023	133	$329M	+$32.9M	-$23.7M	+$9.19M	SPLG, QUAL, USMV, IUSB, SPDW	13F-HR	5/2/2023, 02:03 PM
Q4 2022	133	$322M	+$44.4M	-$24.5M	+$19.9M	SPLG, QUAL, EFV, USMV, IUSB	13F-HR	1/30/2023, 08:29 AM
Q3 2022	130	$289M	+$59.8M	-$51.1M	+$8.68M	SPLG, QUAL, IUSB, AGG, GOVT	13F-HR	10/19/2022, 09:54 AM
Q2 2022	127	$314M	+$67.2M	-$18.8M	+$48.4M	SPLG, ESGU, IUSB, EFV, AGG	13F-HR	7/20/2022, 04:53 PM
Q1 2022	131	$316M	+$69.8M	-$28.6M	+$41.2M	SPLG, ESGU, IUSB, DFUS, EFV	Restatement	4/27/2022, 05:08 PM
Q4 2021	133	$300M				ESGU, SPLG, EFV, DFUS, VIG	13F-HR	3/15/2022, 08:55 AM