0000894309-24-000006.txt : 20240815
0000894309-24-000006.hdr.sgml : 20240815
20240815171102
ACCESSION NUMBER: 0000894309-24-000006
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240630
FILED AS OF DATE: 20240815
DATE AS OF CHANGE: 20240815
EFFECTIVENESS DATE: 20240815
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/
CENTRAL INDEX KEY: 0000894309
ORGANIZATION NAME:
IRS NUMBER: 420943319
STATE OF INCORPORATION: IA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-05013
FILM NUMBER: 241213388
BUSINESS ADDRESS:
STREET 1: P O BOX 147
STREET 2: 601 PIERCE ST
CITY: SIOUX CITY
STATE: IA
ZIP: 51102
BUSINESS PHONE: 7122776737
MAIL ADDRESS:
STREET 1: PO BOX 147
STREET 2: 601 PIERCE ST
CITY: SIOUX CITY
STATE: IA
ZIP: 51102
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0000894309
XXXXXXXX
06-30-2024
06-30-2024
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/
PO BOX 147
601 PIERCE ST
SIOUX CITY
IA
51102
13F HOLDINGS REPORT
028-05013
N
Alissa Hansen
Director of Trust Operations & Tax
712-277-6672
Alissa Hansen
Sioux City
IA
08-15-2024
0
147
138722609
false
INFORMATION TABLE
2
snbjun.xml
ABBOTT LABS
COMMON STOCK
002824100
1733011
16678
SH
DFND
16678
0
0
ABBOTT LABS
COMMON STOCK
002824100
9352
90
SH
OTR
90
0
0
ABBVIE INC
COMMON STOCK
00287Y109
2279672
13291
SH
DFND
13291
0
0
ABBVIE INC
COMMON STOCK
00287Y109
14579
85
SH
OTR
85
0
0
AFLAC INC
COMMON STOCK
001055102
3022250
33840
SH
DFND
33840
0
0
AFLAC INC
COMMON STOCK
001055102
3126
35
SH
OTR
35
0
0
ALPHABET INC CL A
COMMON STOCK
02079K305
4280889
23502
SH
DFND
23502
0
0
ALPHABET INC CL A
COMMON STOCK
02079K305
17304
95
SH
OTR
95
0
0
AMAZON COM INC
COMMON STOCK
023135106
391331
2025
SH
DFND
2025
0
0
APPLE INC
COMMON STOCK
037833100
6634109
31498
SH
DFND
31450
0
48
APPLE INC
COMMON STOCK
037833100
31593
150
SH
OTR
150
0
0
AUTOMATIC DATA PROCESSING INC
COMMON STOCK
053015103
2293095
9607
SH
DFND
9607
0
0
AUTOMATIC DATA PROCESSING INC
COMMON STOCK
053015103
9548
40
SH
OTR
40
0
0
BERKSHIRE HATHAWAY INC DEL CL
COMMON STOCK
084670108
4285687
7
SH
DFND
7
0
0
BERKSHIRE HATHAWAY INC DEL CL
COMMON STOCK
084670702
5577228
13710
SH
DFND
13320
0
390
BERKSHIRE HATHAWAY INC DEL CL
COMMON STOCK
084670702
28476
70
SH
OTR
70
0
0
BOOZ ALLEN HAMILTON HOLDING CO
COMMON STOCK
099502106
3095852
20116
SH
DFND
20116
0
0
BOOZ ALLEN HAMILTON HOLDING CO
COMMON STOCK
099502106
3848
25
SH
OTR
25
0
0
BRISTOL MYERS SQUIBB CO
COMMON STOCK
110122108
215707
5194
SH
DFND
5194
0
0
BROADCOM INC
COMMON STOCK
11135F101
234407
146
SH
DFND
146
0
0
CATERPILLAR INC
COMMON STOCK
149123101
301122
904
SH
DFND
904
0
0
CHEVRON CORPORATION
COMMON STOCK
166764100
292975
1873
SH
DFND
1873
0
0
COCA-COLA CO
COMMON STOCK
191216100
1042778
16383
SH
DFND
16233
0
150
COCA-COLA CO
COMMON STOCK
191216100
13367
210
SH
OTR
210
0
0
COGNIZANT TECHNOLOGY SOLUTIONS
COMMON STOCK
192446102
1692928
24896
SH
DFND
24896
0
0
COGNIZANT TECHNOLOGY SOLUTIONS
COMMON STOCK
192446102
2040
30
SH
OTR
30
0
0
COLGATE PALMOLIVE CO
COMMON STOCK
194162103
1554290
16017
SH
DFND
16017
0
0
COLGATE PALMOLIVE CO
COMMON STOCK
194162103
13586
140
SH
OTR
140
0
0
COMCAST CORP NEW CL A
COMMON STOCK
20030N101
1659170
42369
SH
DFND
42369
0
0
COMCAST CORP NEW CL A
COMMON STOCK
20030N101
2154
55
SH
OTR
55
0
0
CUMMINS INC
COMMON STOCK
231021106
1823584
6585
SH
DFND
6585
0
0
CUMMINS INC
COMMON STOCK
231021106
1385
5
SH
OTR
5
0
0
DANAHER CORP
COMMON STOCK
235851102
2320857
9289
SH
DFND
9289
0
0
DANAHER CORP
COMMON STOCK
235851102
19988
80
SH
OTR
80
0
0
DIGITAL RLTY TR INC
COMMON STOCK
253868103
2165952
14245
SH
DFND
14245
0
0
DIGITAL RLTY TR INC
COMMON STOCK
253868103
16726
110
SH
OTR
110
0
0
ELECTRONIC ARTS INC
COMMON STOCK
285512109
1214818
8719
SH
DFND
8719
0
0
ELECTRONIC ARTS INC
COMMON STOCK
285512109
4180
30
SH
OTR
30
0
0
EXXON MOBIL CORP
COMMON STOCK
30231G102
3807134
33071
SH
DFND
32921
0
150
EXXON MOBIL CORP
COMMON STOCK
30231G102
83232
723
SH
OTR
723
0
0
FISERV INC
COMMON STOCK
337738108
238464
1600
SH
DFND
1600
0
0
FISERV INC
COMMON STOCK
337738108
22356
150
SH
OTR
150
0
0
FORTIVE CORP
COMMON STOCK
34959J108
870082
11742
SH
DFND
11742
0
0
FORTIVE CORP
COMMON STOCK
34959J108
6299
85
SH
OTR
85
0
0
GENERAL MLS INC
COMMON STOCK
370334104
2111113
33372
SH
DFND
33372
0
0
GENERAL MLS INC
COMMON STOCK
370334104
7275
115
SH
OTR
115
0
0
HOME DEPOT INC
COMMON STOCK
437076102
2284377
6636
SH
DFND
6636
0
0
HOME DEPOT INC
COMMON STOCK
437076102
10327
30
SH
OTR
30
0
0
ILLINOIS TOOL WKS INC
COMMON STOCK
452308109
1174611
4957
SH
DFND
4957
0
0
ILLINOIS TOOL WKS INC
COMMON STOCK
452308109
9478
40
SH
OTR
40
0
0
INTERNATIONAL BUSINESS MACHS C
COMMON STOCK
459200101
778275
4500
SH
DFND
4500
0
0
INTERNATIONAL PAPER CO
COMMON STOCK
460146103
952838
22082
SH
DFND
22082
0
0
INTERNATIONAL PAPER CO
COMMON STOCK
460146103
1510
35
SH
OTR
35
0
0
JACOBS SOLUTIONS INC
COMMON STOCK
46982L108
2131835
15259
SH
DFND
15259
0
0
JACOBS SOLUTIONS INC
COMMON STOCK
46982L108
18861
135
SH
OTR
135
0
0
JOHNSON & JOHNSON
COMMON STOCK
478160104
2210524
15124
SH
DFND
15124
0
0
JOHNSON & JOHNSON
COMMON STOCK
478160104
17539
120
SH
OTR
120
0
0
JPMORGAN CHASE & CO
COMMON STOCK
46625H100
459737
2273
SH
DFND
2273
0
0
KIMBERLY CLARK CORP
COMMON STOCK
494368103
956206
6919
SH
DFND
6839
0
80
KIMBERLY CLARK CORP
COMMON STOCK
494368103
1382
10
SH
OTR
10
0
0
LEIDOS HOLDINGS INC
COMMON STOCK
525327102
2576970
17665
SH
DFND
17665
0
0
LEIDOS HOLDINGS INC
COMMON STOCK
525327102
2918
20
SH
OTR
20
0
0
LINDE PLC
COMMON STOCK
G54950103
1887322
4301
SH
DFND
4301
0
0
LINDE PLC
COMMON STOCK
G54950103
28523
65
SH
OTR
65
0
0
LOCKHEED MARTIN CORP
COMMON STOCK
539830109
525955
1126
SH
DFND
1126
0
0
MCCORMICK & CO INC
COMMON STOCK
579780206
299367
4220
SH
DFND
4220
0
0
MERCK & CO INC NEW
COMMON STOCK
58933Y105
404702
3269
SH
DFND
3269
0
0
META PLATFORMS, INC
COMMON STOCK
30303M102
369089
732
SH
DFND
732
0
0
MICROSOFT CORP
COMMON STOCK
594918104
7239249
16197
SH
DFND
16197
0
0
MICROSOFT CORP
COMMON STOCK
594918104
31287
70
SH
OTR
70
0
0
NELNET INC CL A
COMMON STOCK
64031N108
211806
2100
SH
DFND
2100
0
0
NIKE INC CL B
COMMON STOCK
654106103
1893973
25129
SH
DFND
25129
0
0
NIKE INC CL B
COMMON STOCK
654106103
22988
305
SH
OTR
305
0
0
NUCOR CORP
COMMON STOCK
670346105
2333893
14764
SH
DFND
14764
0
0
NUCOR CORP
COMMON STOCK
670346105
1581
10
SH
OTR
10
0
0
NVIDIA CORP
COMMON STOCK
67066G104
731357
5920
SH
DFND
5920
0
0
OCCIDENTAL PETE CORP
COMMON STOCK
674599105
1582557
25108
SH
DFND
25108
0
0
OLD REP INTL CORP
COMMON STOCK
680223104
286289
9265
SH
DFND
9265
0
0
ORACLE CORP
COMMON STOCK
68389X105
3318906
23505
SH
DFND
23505
0
0
ORACLE CORP
COMMON STOCK
68389X105
26122
185
SH
OTR
185
0
0
PAYPAL HOLDINGS INC
COMMON STOCK
70450Y103
1045643
18019
SH
DFND
18019
0
0
PAYPAL HOLDINGS INC
COMMON STOCK
70450Y103
1741
30
SH
OTR
30
0
0
PEPSICO INC
COMMON STOCK
713448108
1630003
9883
SH
DFND
9758
0
125
PEPSICO INC
COMMON STOCK
713448108
15668
95
SH
OTR
95
0
0
POLARIS INC
COMMON STOCK
731068102
681532
8703
SH
DFND
8703
0
0
POLARIS INC
COMMON STOCK
731068102
1175
15
SH
OTR
15
0
0
PROCTER & GAMBLE CO
COMMON STOCK
742718109
255626
1550
SH
DFND
1550
0
0
PRUDENTIAL FINL INC
COMMON STOCK
744320102
1413429
12061
SH
DFND
12061
0
0
PRUDENTIAL FINL INC
COMMON STOCK
744320102
1758
15
SH
OTR
15
0
0
QUALCOMM INC
COMMON STOCK
747525103
3832024
19239
SH
DFND
19239
0
0
QUALCOMM INC
COMMON STOCK
747525103
20914
105
SH
OTR
105
0
0
REALTY INCOME CORP
COMMON STOCK
756109104
1944304
36810
SH
DFND
36810
0
0
REALTY INCOME CORP
COMMON STOCK
756109104
2905
55
SH
OTR
55
0
0
RTX CORP
COMMON STOCK
75513E101
1258087
12532
SH
DFND
12532
0
0
RTX CORP
COMMON STOCK
75513E101
9537
95
SH
OTR
95
0
0
SCHLUMBERGER LTD
COMMON STOCK
806857108
1554958
32958
SH
DFND
32958
0
0
SCHLUMBERGER LTD
COMMON STOCK
806857108
1651
35
SH
OTR
35
0
0
SNAP-ON INC
COMMON STOCK
833034101
1023080
3914
SH
DFND
3914
0
0
SNAP-ON INC
COMMON STOCK
833034101
1307
5
SH
OTR
5
0
0
STATE STR CORP
COMMON STOCK
857477103
1585376
21424
SH
DFND
21424
0
0
STATE STR CORP
COMMON STOCK
857477103
12580
170
SH
OTR
170
0
0
T ROWE PRICE GROUP INC
COMMON STOCK
74144T108
1690906
14664
SH
DFND
14664
0
0
T ROWE PRICE GROUP INC
COMMON STOCK
74144T108
9225
80
SH
OTR
80
0
0
TARGET CORP
COMMON STOCK
87612E106
1443390
9750
SH
DFND
9750
0
0
TARGET CORP
COMMON STOCK
87612E106
1480
10
SH
OTR
10
0
0
TE CONNECTIVITY LTD
COMMON STOCK
H84989104
2110082
14027
SH
DFND
14027
0
0
TE CONNECTIVITY LTD
COMMON STOCK
H84989104
4513
30
SH
OTR
30
0
0
THERMO FISHER SCIENTIFIC INC.
COMMON STOCK
883556102
3627127
6559
SH
DFND
6559
0
0
THERMO FISHER SCIENTIFIC INC.
COMMON STOCK
883556102
38710
70
SH
OTR
70
0
0
TIMKEN CO
COMMON STOCK
887389104
1314212
16401
SH
DFND
16401
0
0
TIMKEN CO
COMMON STOCK
887389104
13221
165
SH
OTR
165
0
0
TORONTO DOMINION BK
COMMON STOCK
891160509
1269026
23090
SH
DFND
23090
0
0
TORONTO DOMINION BK
COMMON STOCK
891160509
1649
30
SH
OTR
30
0
0
TYSON FOODS INC
COMMON STOCK
902494103
1302278
22791
SH
DFND
22791
0
0
UNION PAC CORP
COMMON STOCK
907818108
1787907
7902
SH
DFND
7832
0
70
UNION PAC CORP
COMMON STOCK
907818108
170826
755
SH
OTR
755
0
0
US BANCORP DEL
COMMON STOCK
902973304
386638
9739
SH
DFND
9739
0
0
VERALTO CORPORATION
COMMON STOCK
92338C103
1490382
15611
SH
DFND
15611
0
0
VERALTO CORPORATION
COMMON STOCK
92338C103
3628
38
SH
OTR
38
0
0
VERIZON COMMUNICATIONS INC
COMMON STOCK
92343V104
1870440
45355
SH
DFND
45355
0
0
VERIZON COMMUNICATIONS INC
COMMON STOCK
92343V104
7217
175
SH
OTR
175
0
0
VISA INC - CLASS A
COMMON STOCK
92826C839
233861
891
SH
DFND
891
0
0
WABTEC CORP
COMMON STOCK
929740108
1386099
8770
SH
DFND
8764
0
6
WABTEC CORP
COMMON STOCK
929740108
1581
10
SH
OTR
10
0
0
WALMART INC
COMMON STOCK
931142103
2607580
38511
SH
DFND
38271
0
240
WALMART INC
COMMON STOCK
931142103
14219
210
SH
OTR
210
0
0
ENERGY TRANSFER LP
OTHER
29273V100
540532
33325
SH
DFND
33825
0
0
ENTERPRISE PRODS PARTNERS L P
OTHER
293792107
313390
10814
SH
DFND
10814
0
0
NGL ENERGY PARTNERS LP
OTHER
62913M107
106766
21100
SH
DFND
21100
0
0
PLAINS ALL AMERN PIPELINE L P
OTHER
726503105
221464
12400
SH
DFND
12400
0
0
SUNOCO LP
OTHER
86765K109
395780
7000
SH
DFND
7000
0
0
PIMCO ENHANCED SHORT MATURITY
OTHER
72201R833
1046559
10398
SH
DFND
10398
0
0
SPDR BLOOMBERG HIGH YIELD BOND
OTHER
78468R622
373215
3959
SH
DFND
3959
0
0
VANGUARD TOTAL BOND MARKET ETF
OTHER
921937835
689591
9571
SH
DFND
9571
0
0
VANGUARD FTSE DEVELOPED MKTS E
OTHER
921943858
1849247
37419
SH
DFND
37419
0
0
VANGUARD FTSE EMERGING MARKETS
OTHER
922042858
245319
5606
SH
DFND
5606
0
0
ISHARES BIOTECHNOLOGY ETF
OTHER
464287556
1259361
9175
SH
DFND
9175
0
0
ISHARES BIOTECHNOLOGY ETF
OTHER
464287556
12353
90
SH
OTR
90
0
0
ISHARES DOW JONES SELECT DIV I
OTHER
464287168
290957
2405
SH
DFND
2405
0
0
ISHARES DOW JONES SELECT DIV I
OTHER
464287168
30245
250
SH
OTR
250
0
0
SCHWAB US DVD EQUITY ETF
OTHER
808524797
259330
3335
SH
DFND
3335
0
0
SPDR MSCI ACWI EX-US ETF
OTHER
78463X848
367379
12977
SH
DFND
12977
0
0
SPDR S&P 500 ETF TRUST
OTHER
78462F103
288437
530
SH
DFND
530
0
0
VANGUARD GROWTH ETF
OTHER
922908736
332495
889
SH
DFND
889
0
0
VANGUARD S&P 500 ETF
OTHER
922908363
256067
512
SH
DFND
512
0
0
VANGUARD SMALL-CAP ETF
OTHER
922908751
220875
1013
SH
DFND
1013
0
0
VANGUARD VALUE ETF
OTHER
922908744
312479
1948
SH
DFND
1948
0
0