SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ Diversified Active

CIK: 0000894309 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Nov 15, 2017

Total Value ($000): $102,195 (100.0% shares, 0.0% debt)

Holdings (79)

BRK/B BERKSHIRE HATHAWAY INC DEL CL 4.2%
Value ($000) $4,286 Shares 23,385 Est. Cost $118.43 Unrealized +49.2%
XOM EXXON MOBIL CORP 3.4%
Value ($000) $3,445 Shares 42,029 Est. Cost $55.57 Unrealized -2.2%
TMO THERMO FISHER SCIENTIFIC INC. 3.3%
Value ($000) $3,368 Shares 17,805 Est. Cost $80.73 Unrealized +119.3%
BRK/A BERKSHIRE HATHAWAY INC DEL CL 2.7%
Value ($000) $2,747 Shares 10 Est. Cost $197051.33 Unrealized +34.7%
JNJ JOHNSON & JOHNSON 2.4%
Value ($000) $2,494 Shares 19,182 Est. Cost $61.71 Unrealized +70.1%
NKE NIKE INC CL B 2.3%
Value ($000) $2,316 Shares 44,663 Est. Cost $41.91 Unrealized +20.2%
DLR DIGITAL RLTY TR INC 2.2%
Value ($000) $2,296 Shares 19,404 Est. Cost $37.85 Unrealized +127.9%
MDT MEDTRONIC PLC 2.2%
Value ($000) $2,267 Shares 29,150 Est. Cost $58.89 Unrealized +13.7%
LABORATORY CORP AMER HLDGS 2.1%
Value ($000) $2,142 Shares 14,191 Est. Cost $100.22 Unrealized
DHR DANAHER CORP 2.1%
Value ($000) $2,141 Shares 24,964 Est. Cost $35.51 Unrealized +100.2%
JACOBS ENGR GROUP INC 2.0%
Value ($000) $2,046 Shares 35,120 Est. Cost $49.99 Unrealized
AAPL APPLE INC 2.0%
Value ($000) $2,042 Shares 13,250 Est. Cost $19.46 Unrealized +85.8%
MSFT MICROSOFT CORP 1.9%
Value ($000) $1,960 Shares 26,309 Est. Cost $28.14 Unrealized +136.9%
PEP PEPSICO INC 1.8%
Value ($000) $1,809 Shares 16,234 Est. Cost $58.02 Unrealized +54.1%
STT STATE STR CORP 1.7%
Value ($000) $1,732 Shares 18,128 Est. Cost $45.71 Unrealized +57.9%
UNP UNION PAC CORP 1.7%
Value ($000) $1,711 Shares 14,752 Est. Cost $66.56 Unrealized +33.9%
CVX CHEVRON CORPORATION 1.7%
Value ($000) $1,707 Shares 14,528 Est. Cost $72.07 Unrealized +5.7%
VZ VERIZON COMMUNICATIONS INC 1.6%
Value ($000) $1,658 Shares 33,514 Est. Cost $28.13 Unrealized +7.4%
ITW ILLINOIS TOOL WKS INC 1.6%
Value ($000) $1,648 Shares 11,136 Est. Cost $49.85 Unrealized +132.8%
FISV FISERV INC 1.6%
Value ($000) $1,617 Shares 12,539 Est. Cost $24.52 Unrealized +153.3%
ORCL ORACLE CORP 1.6%
Value ($000) $1,590 Shares 32,880 Est. Cost $29.67 Unrealized +48.1%
T AT & T INC 1.5%
Value ($000) $1,579 Shares 40,330 Est. Cost $11.75 Unrealized +32.8%
KO COCA-COLA CO 1.5%
Value ($000) $1,538 Shares 34,170 Est. Cost $27.89 Unrealized +25.3%
HD HOME DEPOT INC 1.5%
Value ($000) $1,505 Shares 9,204 Est. Cost $60.99 Unrealized +105.2%
AEGION CORP 1.4%
Value ($000) $1,470 Shares 63,163 Est. Cost $20.52 Unrealized
DVY ISHARES DOW JONES SELECT DIV I 1.4%
Value ($000) $1,459 Shares 15,575 Est. Cost $64.96 Unrealized
MKC MCCORMICK & CO INC 1.4%
Value ($000) $1,459 Shares 14,215 Est. Cost $28.56 Unrealized +43.9%
UNITED TECHNOLOGIES CORP 1.4%
Value ($000) $1,437 Shares 12,381 Est. Cost $96.78 Unrealized
XRAY DENTSPLY SIRONA INC 1.4%
Value ($000) $1,435 Shares 23,990 Est. Cost $58.95 Unrealized +0.8%
CVS CVS HEALTH CORP 1.4%
Value ($000) $1,407 Shares 17,304 Est. Cost $69.54 Unrealized -12.5%
EXR EXTRA SPACE STORAGE INC REIT 1.4%
Value ($000) $1,390 Shares 17,390 Est. Cost $56.89 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 1.3%
Value ($000) $1,377 Shares 18,903 Est. Cost $45.45 Unrealized +30.3%
ABBV ABBVIE INC 1.3%
Value ($000) $1,359 Shares 15,293 Est. Cost $27.65 Unrealized +94.0%
TROW T ROWE PRICE GROUP INC 1.3%
Value ($000) $1,332 Shares 14,699 Est. Cost $51.12 Unrealized +18.3%
PRAXAIR INC 1.3%
Value ($000) $1,330 Shares 9,524 Est. Cost $117.88 Unrealized
GENERAL ELEC CO 1.3%
Value ($000) $1,314 Shares 54,346 Est. Cost $24.37 Unrealized
SLB SCHLUMBERGER LTD 1.2%
Value ($000) $1,276 Shares 18,301 Est. Cost $66.60 Unrealized -22.1%
NUE NUCOR CORP 1.2%
Value ($000) $1,270 Shares 22,670 Est. Cost $50.01 Unrealized -6.0%
APACHE CORP 1.2%
Value ($000) $1,255 Shares 27,397 Est. Cost $61.70 Unrealized
AFL AFLAC INC 1.2%
Value ($000) $1,245 Shares 15,308 Est. Cost $21.35 Unrealized +55.1%
TD TORONTO DOMINION BK 1.2%
Value ($000) $1,181 Shares 20,988 Est. Cost $43.56 Unrealized +20.5%
OXY OCCIDENTAL PETE CORP 1.2%
Value ($000) $1,179 Shares 18,356 Est. Cost $58.23 Unrealized -16.1%
MCK MCKESSON CORP 1.1%
Value ($000) $1,173 Shares 7,634 Est. Cost $180.80 Unrealized -19.2%
WMT WAL MART STORES INC 1.1%
Value ($000) $1,165 Shares 14,907 Est. Cost $20.04 Unrealized +14.3%
TKR TIMKEN CO 1.1%
Value ($000) $1,136 Shares 23,414 Est. Cost $36.91 Unrealized +24.9%
IBM INTERNATIONAL BUSINESS MACHS C 1.0%
Value ($000) $1,056 Shares 7,280 Est. Cost $102.57 Unrealized -5.6%
MAN MANPOWERGROUP INC 1.0%
Value ($000) $1,051 Shares 8,922 Est. Cost $71.47 Unrealized +56.6%
QCOM QUALCOMM INC 1.0%
Value ($000) $1,037 Shares 20,006 Est. Cost $46.77 Unrealized -9.5%
IBB ISHARES NASDAQ BIOTECH INDEX 1.0%
Value ($000) $1,023 Shares 3,067 Est. Cost $179.47 Unrealized
GIS GENERAL MLS INC 1.0%
Value ($000) $1,014 Shares 19,590 Est. Cost $33.02 Unrealized +23.3%
WAB WABTEC CORP 1.0%
Value ($000) $1,005 Shares 13,259 Est. Cost $73.33 Unrealized -0.1%
CMI CUMMINS INC 1.0%
Value ($000) $973 Shares 5,790 Est. Cost $94.55 Unrealized +37.4%
EMR EMERSON ELEC CO 0.9%
Value ($000) $968 Shares 15,398 Est. Cost $41.57 Unrealized +18.4%
CA INC 0.9%
Value ($000) $921 Shares 27,592 Est. Cost $31.61 Unrealized
INVESTORS REAL ESTATE TRUST 0.9%
Value ($000) $916 Shares 149,858 Est. Cost $8.17 Unrealized
CAH CARDINAL HEALTH INC 0.9%
Value ($000) $914 Shares 13,663 Est. Cost $58.76 Unrealized -6.4%
OMC OMNICOM GROUP INC 0.9%
Value ($000) $905 Shares 12,217 Est. Cost $43.30 Unrealized +31.9%
INTC INTEL CORP 0.9%
Value ($000) $881 Shares 23,137 Est. Cost $28.70 Unrealized +3.1%
CCL CARNIVAL CORP 0.9%
Value ($000) $874 Shares 13,530 Est. Cost $50.44 Unrealized +20.8%
FTV FORTIVE CORP 0.8%
Value ($000) $840 Shares 11,872 Est. Cost $31.04 Unrealized +29.6%
PII POLARIS INDS INC 0.8%
Value ($000) $824 Shares 7,872 Est. Cost $120.78 Unrealized -21.6%
TGT TARGET CORP 0.8%
Value ($000) $816 Shares 13,834 Est. Cost $45.49 Unrealized -3.0%
IP INTERNATIONAL PAPER CO 0.8%
Value ($000) $782 Shares 13,771 Est. Cost $28.85 Unrealized +26.6%
TUPPERWARE BRANDS CORPORATION 0.7%
Value ($000) $761 Shares 12,314 Est. Cost $62.70 Unrealized
LMT LOCKHEED MARTIN CORP 0.6%
Value ($000) $621 Shares 2,000 Est. Cost $72.34 Unrealized +229.8%
ACH OWENS & MINOR INC 0.6%
Value ($000) $574 Shares 19,651 Est. Cost $27.68 Unrealized -1.7%
BKR BAKER HUGHES, A GE CO, LLC 0.6%
Value ($000) $564 Shares 15,387 Est. Cost $28.18 Unrealized 0.0%
PRU PRUDENTIAL FINL INC 0.5%
Value ($000) $540 Shares 5,081 Est. Cost $53.42 Unrealized +34.9%
USB US BANCORP DEL 0.5%
Value ($000) $536 Shares 10,000 Est. Cost $38.07 Unrealized -0.8%
PFF ISHARES S&P PREF STK INDX FN 0.5%
Value ($000) $484 Shares 12,480 Est. Cost $38.28 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value ($000) $381 Shares 5,981 Est. Cost $39.93 Unrealized +8.0%
SPY SPDR S&P 500 ETF TRUST 0.4%
Value ($000) $360 Shares 1,433 Est. Cost $226.36 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $240 Shares 6,719 Est. Cost $21.41 Unrealized +3.9%
ES EVERSOURCE ENERGY 0.2%
Value ($000) $222 Shares 3,666 Est. Cost $36.21 Unrealized +27.1%
PROSHARES ULTRASHORT S&P 500 0.2%
Value ($000) $210 Shares 4,500 Est. Cost $46.67 Unrealized
PG PROCTER & GAMBLE CO 0.2%
Value ($000) $204 Shares 2,238 Est. Cost $73.02 Unrealized 0.0%
TWI TITAN INTL INC 0.2%
Value ($000) $203 Shares 20,000 Est. Cost $13.10 Unrealized -21.4%
ENERGY TRANSFER PARTNERS LP 0.2%
Value ($000) $198 Shares 10,850 Est. Cost $18.25 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $4 Shares 70 Est. Cost $28.85 Unrealized +50.3%