Portfolio (Quarterly)
Guide ↗
Security National Bank
· CIK 0001719739| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | SPMD | SPDR SERIES TRUST | — | 53 | $3K | — | SOLD |
| 22 | AMD | ADVANCED MICRO DEVICES INC | Technology | 12 | $3K | — | SOLD |
| 23 | SPDW | SPDR INDEX SHS FDS | — | 47 | $2K | — | SOLD |
| 24 | IRTC | IRHYTHM TECHNOLOGIES INC | Healthcare | 9 | $2K | — | SOLD |
| 25 | SPEM | SPDR INDEX SHS FDS | — | 30 | $1K | — | SOLD |
| 26 | BND | VANGUARD BD INDEX FDS | — | 10 | $741.0 | — | SOLD |
| 27 | COMP | COMPASS INC | Technology | 18 | $190.0 | — | SOLD |
Sector Allocation
Technology
40.4%
Consumer Cyclical
15.9%
Financial Services
12.7%
Industrials
10.2%
Healthcare
5.7%
Energy
4.1%
Communication Services
3.3%
Consumer Defensive
2.5%
Utilities
2.5%
Basic Materials
2.3%