0000894309-24-000003.txt : 20240513
0000894309-24-000003.hdr.sgml : 20240513
20240513130922
ACCESSION NUMBER: 0000894309-24-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240513
DATE AS OF CHANGE: 20240513
EFFECTIVENESS DATE: 20240513
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: 24938040
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
03-31-2024
03-31-2024
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 M Hansen
Director of Trust Operations & Tax
712-277-6672
Alissa M Hansen
Sioux City
IA
05-13-2024
0
146
141851206
false
INFORMATION TABLE
2
snbmar.xml
ABBOTT LABS
COMMON STOCK
002824100
1925855
16944
SH
DFND
16944
0
0
ABBOTT LABS
COMMON STOCK
002824100
10229
90
SH
OTR
90
0
0
ABBVIE INC
COMMON STOCK
00287Y109
2473464
13583
SH
DFND
13583
0
0
ABBVIE INC
COMMON STOCK
00287Y109
15479
85
SH
OTR
85
0
0
AFLAC INC
COMMON STOCK
001055102
2945771
34309
SH
DFND
34309
0
0
AFLAC INC
COMMON STOCK
001055102
3005
35
SH
OTR
35
0
0
ALPHABET INC CL A
COMMON STOCK
02079K305
3660807
24255
SH
DFND
24255
0
0
ALPHABET INC CL A
COMMON STOCK
02079K305
14338
95
SH
OTR
95
0
0
AMAZON COM INC
COMMON STOCK
023135106
365270
2025
SH
DFND
2025
0
0
APPLE INC
COMMON STOCK
037833100
5658669
32999
SH
DFND
32951
0
48
APPLE INC
COMMON STOCK
037833100
29152
170
SH
OTR
170
0
0
AUTOMATIC DATA PROCESSING INC
COMMON STOCK
053015103
2429720
9729
SH
DFND
9729
0
0
AUTOMATIC DATA PROCESSING INC
COMMON STOCK
053015103
9990
40
SH
OTR
40
0
0
BERKSHIRE HATHAWAY INC DEL CL
COMMON STOCK
084670108
4441080
7
SH
DFND
7
0
0
BERKSHIRE HATHAWAY INC DEL CL
COMMON STOCK
084670702
5901578
14034
SH
DFND
13644
0
390
BERKSHIRE HATHAWAY INC DEL CL
COMMON STOCK
084670702
29436
70
SH
OTR
70
0
0
BOOZ ALLEN HAMILTON HOLDING CO
COMMON STOCK
099502106
3019715
20343
SH
DFND
20343
0
0
BOOZ ALLEN HAMILTON HOLDING CO
COMMON STOCK
099502106
3711
25
SH
OTR
25
0
0
BRISTOL MYERS SQUIBB CO
COMMON STOCK
110122108
281671
5194
SH
DFND
5194
0
0
CATERPILLAR INC
COMMON STOCK
149123101
367896
1004
SH
DFND
1004
0
0
CHEVRON CORPORATION
COMMON STOCK
166764100
295447
1873
SH
DFND
1873
0
0
COCA-COLA CO
COMMON STOCK
191216100
1009225
16496
SH
DFND
16346
0
150
COCA-COLA CO
COMMON STOCK
191216100
12848
210
SH
OTR
210
0
0
COGNIZANT TECHNOLOGY SOLUTIONS
COMMON STOCK
192446102
1821110
24848
SH
DFND
24848
0
0
COGNIZANT TECHNOLOGY SOLUTIONS
COMMON STOCK
192446102
2199
30
SH
OTR
30
0
0
COLGATE PALMOLIVE CO
COMMON STOCK
194162103
1482313
16461
SH
DFND
16461
0
0
COLGATE PALMOLIVE CO
COMMON STOCK
194162103
12607
140
SH
OTR
140
0
0
COMCAST CORP NEW CL A
COMMON STOCK
20030N101
1827203
42150
SH
DFND
42150
0
0
COMCAST CORP NEW CL A
COMMON STOCK
20030N101
2384
55
SH
OTR
55
0
0
CUMMINS INC
COMMON STOCK
231021106
1954413
6633
SH
DFND
6633
0
0
CUMMINS INC
COMMON STOCK
231021106
1473
5
SH
OTR
5
0
0
DANAHER CORP
COMMON STOCK
235851102
2352862
9422
SH
DFND
9422
0
0
DANAHER CORP
COMMON STOCK
235851102
19978
80
SH
OTR
80
0
0
DEERE & CO
COMMON STOCK
244199105
204959
499
SH
DFND
499
0
0
DIGITAL RLTY TR INC
COMMON STOCK
253868103
2053722
14258
SH
DFND
14258
0
0
DIGITAL RLTY TR INC
COMMON STOCK
253868103
15844
110
SH
OTR
110
0
0
ELECTRONIC ARTS INC
COMMON STOCK
285512109
1169751
8817
SH
DFND
8817
0
0
ELECTRONIC ARTS INC
COMMON STOCK
285512109
3980
30
SH
OTR
30
0
0
EXXON MOBIL CORP
COMMON STOCK
30231G102
4057822
34909
SH
DFND
34759
0
150
EXXON MOBIL CORP
COMMON STOCK
30231G102
84042
723
SH
OTR
723
0
0
FISERV INC
COMMON STOCK
337738108
255712
1600
SH
DFND
1600
0
0
FISERV INC
COMMON STOCK
337738108
27169
170
SH
OTR
170
0
0
FORTIVE CORP
COMMON STOCK
34959J108
1028369
11955
SH
DFND
11955
0
0
FORTIVE CORP
COMMON STOCK
34959J108
7312
85
SH
OTR
85
0
0
GENERAL MLS INC
COMMON STOCK
370334104
1714195
24499
SH
DFND
24499
0
0
GENERAL MLS INC
COMMON STOCK
370334104
7347
105
SH
OTR
105
0
0
HOME DEPOT INC
COMMON STOCK
437076102
2586998
6744
SH
DFND
6744
0
0
HOME DEPOT INC
COMMON STOCK
437076102
11508
30
SH
OTR
30
0
0
ILLINOIS TOOL WKS INC
COMMON STOCK
452308109
1467228
5468
SH
DFND
5468
0
0
ILLINOIS TOOL WKS INC
COMMON STOCK
452308109
10733
40
SH
OTR
40
0
0
INTERNATIONAL BUSINESS MACHS C
COMMON STOCK
459200101
2375542
12440
SH
DFND
12360
0
80
INTERNATIONAL BUSINESS MACHS C
COMMON STOCK
459200101
3819
20
SH
OTR
20
0
0
INTERNATIONAL PAPER CO
COMMON STOCK
460146103
866517
22207
SH
DFND
22207
0
0
INTERNATIONAL PAPER CO
COMMON STOCK
460146103
1366
35
SH
OTR
35
0
0
JACOBS SOLUTIONS INC
COMMON STOCK
46982L108
2430471
15810
SH
DFND
15810
0
0
JACOBS SOLUTIONS INC
COMMON STOCK
46982L108
20754
135
SH
OTR
135
0
0
JOHNSON & JOHNSON
COMMON STOCK
478160104
2442295
15439
SH
DFND
15439
0
0
JOHNSON & JOHNSON
COMMON STOCK
478160104
18983
120
SH
OTR
120
0
0
JPMORGAN CHASE & CO
COMMON STOCK
46625H100
455282
2273
SH
DFND
2273
0
0
KIMBERLY CLARK CORP
COMMON STOCK
494368103
909072
7028
SH
DFND
6948
0
80
KIMBERLY CLARK CORP
COMMON STOCK
494368103
1294
10
SH
OTR
10
0
0
LEIDOS HOLDINGS INC
COMMON STOCK
525327102
2384658
18191
SH
DFND
18191
0
0
LEIDOS HOLDINGS INC
COMMON STOCK
525327102
2622
20
SH
OTR
20
0
0
LINDE PLC
COMMON STOCK
G54950103
2134943
4598
SH
DFND
4598
0
0
LINDE PLC
COMMON STOCK
G54950103
30181
65
SH
OTR
65
0
0
LOCKHEED MARTIN CORP
COMMON STOCK
539830109
512184
1126
SH
DFND
1126
0
0
MCCORMICK & CO INC
COMMON STOCK
579780206
916727
11935
SH
DFND
11935
0
0
MCCORMICK & CO INC
COMMON STOCK
579780206
4609
60
SH
OTR
60
0
0
MERCK & CO INC NEW
COMMON STOCK
58933Y105
444540
3369
SH
DFND
3369
0
0
META PLATFORMS, INC
COMMON STOCK
30303M102
428282
882
SH
DFND
882
0
0
MICROSOFT CORP
COMMON STOCK
594918104
6999939
16638
SH
DFND
16638
0
0
MICROSOFT CORP
COMMON STOCK
594918104
29450
70
SH
OTR
70
0
0
NIKE INC CL B
COMMON STOCK
654106103
2474681
26332
SH
DFND
26332
0
0
NIKE INC CL B
COMMON STOCK
654106103
28664
305
SH
OTR
305
0
0
NUCOR CORP
COMMON STOCK
670346105
2998383
15151
SH
DFND
15151
0
0
NUCOR CORP
COMMON STOCK
670346105
1979
10
SH
OTR
10
0
0
NVIDIA CORP
COMMON STOCK
67066G104
435516
482
SH
DFND
482
0
0
OCCIDENTAL PETE CORP
COMMON STOCK
674599105
1631769
25108
SH
DFND
25108
0
0
OLD REP INTL CORP
COMMON STOCK
680223104
284621
9265
SH
DFND
9265
0
0
ORACLE CORP
COMMON STOCK
68389X105
3047675
24263
SH
DFND
24263
0
0
ORACLE CORP
COMMON STOCK
68389X105
23238
185
SH
OTR
185
0
0
PAYPAL HOLDINGS INC
COMMON STOCK
70450Y103
1204949
17987
SH
DFND
17987
0
0
PAYPAL HOLDINGS INC
COMMON STOCK
70450Y103
2010
30
SH
OTR
30
0
0
PEPSICO INC
COMMON STOCK
713448108
1817479
10385
SH
DFND
10260
0
125
PEPSICO INC
COMMON STOCK
713448108
16626
95
SH
OTR
95
0
0
POLARIS INC
COMMON STOCK
731068102
868141
8671
SH
DFND
8671
0
0
POLARIS INC
COMMON STOCK
731068102
1502
15
SH
OTR
15
0
0
PROCTER & GAMBLE CO
COMMON STOCK
742718109
256355
1580
SH
DFND
1580
0
0
PRUDENTIAL FINL INC
COMMON STOCK
744320102
1442024
12283
SH
DFND
12283
0
0
PRUDENTIAL FINL INC
COMMON STOCK
744320102
1761
15
SH
OTR
15
0
0
QUALCOMM INC
COMMON STOCK
747525103
3396327
20061
SH
DFND
20061
0
0
QUALCOMM INC
COMMON STOCK
747525103
17777
105
SH
OTR
105
0
0
REALTY INCOME CORP
COMMON STOCK
756109104
1979357
36587
SH
DFND
36587
0
0
REALTY INCOME CORP
COMMON STOCK
756109104
2976
55
SH
OTR
55
0
0
RTX CORP
COMMON STOCK
75513E101
1255991
12878
SH
DFND
12878
0
0
RTX CORP
COMMON STOCK
75513E101
9265
95
SH
OTR
95
0
0
SCHLUMBERGER LTD
COMMON STOCK
806857108
1835039
33480
SH
DFND
33480
0
0
SCHLUMBERGER LTD
COMMON STOCK
806857108
1918
35
SH
OTR
35
0
0
SNAP-ON INC
COMMON STOCK
833034101
1187842
4010
SH
DFND
4010
0
0
SNAP-ON INC
COMMON STOCK
833034101
1481
5
SH
OTR
5
0
0
STATE STR CORP
COMMON STOCK
857477103
1685189
21795
SH
DFND
21795
0
0
STATE STR CORP
COMMON STOCK
857477103
13144
170
SH
OTR
170
0
0
T ROWE PRICE GROUP INC
COMMON STOCK
74144T108
1823436
14956
SH
DFND
14956
0
0
T ROWE PRICE GROUP INC
COMMON STOCK
74144T108
9754
80
SH
OTR
80
0
0
TARGET CORP
COMMON STOCK
87612E106
1746050
9853
SH
DFND
9853
0
0
TARGET CORP
COMMON STOCK
87612E106
1772
10
SH
OTR
10
0
0
THERMO FISHER SCIENTIFIC INC.
COMMON STOCK
883556102
4078932
7018
SH
DFND
7018
0
0
THERMO FISHER SCIENTIFIC INC.
COMMON STOCK
883556102
43591
75
SH
OTR
75
0
0
TIMKEN CO
COMMON STOCK
887389104
1541741
17634
SH
DFND
17634
0
0
TIMKEN CO
COMMON STOCK
887389104
14426
165
SH
OTR
165
0
0
TORONTO DOMINION BK
COMMON STOCK
891160509
1410598
23362
SH
DFND
23362
0
0
TORONTO DOMINION BK
COMMON STOCK
891160509
1811
30
SH
OTR
30
0
0
TYSON FOODS INC
COMMON STOCK
902494103
1278728
21773
SH
DFND
21773
0
0
UNION PAC CORP
COMMON STOCK
907818108
2020069
8214
SH
DFND
8144
0
70
UNION PAC CORP
COMMON STOCK
907818108
190596
775
SH
OTR
775
0
0
US BANCORP DEL
COMMON STOCK
902973304
448788
10040
SH
DFND
10040
0
0
VERALTO CORPORATION
COMMON STOCK
92338C103
1432036
16152
SH
DFND
16152
0
0
VERALTO CORPORATION
COMMON STOCK
92338C103
3369
38
SH
OTR
38
0
0
VERIZON COMMUNICATIONS INC
COMMON STOCK
92343V104
1910774
45538
SH
DFND
45538
0
0
VERIZON COMMUNICATIONS INC
COMMON STOCK
92343V104
7343
175
SH
OTR
175
0
0
VISA INC - CLASS A
COMMON STOCK
92826C839
283545
1016
SH
DFND
1016
0
0
WABTEC CORP
COMMON STOCK
929740108
1325397
9098
SH
DFND
9092
0
6
WABTEC CORP
COMMON STOCK
929740108
1457
10
SH
OTR
10
0
0
WALMART INC
COMMON STOCK
931142103
2350421
39063
SH
DFND
38823
0
240
WALMART INC
COMMON STOCK
931142103
12636
210
SH
OTR
210
0
0
ENERGY TRANSFER LP
OTHER
29273V100
516337
32825
SH
DFND
32825
0
0
ENTERPRISE PRODS PARTNERS L P
OTHER
293792107
315553
10814
SH
DFND
10814
0
0
NGL ENERGY PARTNERS LP
OTHER
62913M107
121536
21100
SH
DFND
21100
0
0
PLAINS ALL AMERN PIPELINE L P
OTHER
726503105
217744
12400
SH
DFND
12400
0
0
SUNOCO LP
OTHER
86765K109
422030
7000
SH
DFND
7000
0
0
PIMCO ENHANCED SHORT MATURITY
OTHER
72201R833
1070047
10643
SH
DFND
10643
0
0
SPDR BLOOMBERG HIGH YIELD BOND
OTHER
78468R622
377468
3965
SH
DFND
3965
0
0
VANGUARD TOTAL BOND MARKET ETF
OTHER
921937835
700589
9646
SH
DFND
9646
0
0
VANGUARD FTSE DEVELOPED MKTS E
OTHER
921943858
1881024
37493
SH
DFND
37493
0
0
VANGUARD FTSE EMERGING MARKETS
OTHER
922042858
235249
5632
SH
DFND
5632
0
0
ISHARES BIOTECHNOLOGY ETF
OTHER
464287556
1272304
9272
SH
DFND
9272
0
0
ISHARES BIOTECHNOLOGY ETF
OTHER
464287556
12350
90
SH
OTR
90
0
0
ISHARES DOW JONES SELECT DIV I
OTHER
464287168
296248
2405
SH
DFND
2405
0
0
ISHARES DOW JONES SELECT DIV I
OTHER
464287168
30795
250
SH
OTR
250
0
0
SCHWAB US DVD EQUITY ETF
OTHER
808524797
268901
3335
SH
DFND
3335
0
0
SPDR MSCI ACWI EX-US ETF
OTHER
78463X848
368547
12977
SH
DFND
12977
0
0
SPDR S&P 500 ETF TRUST
OTHER
78462F103
277227
530
SH
DFND
530
0
0
VANGUARD GROWTH ETF
OTHER
922908736
307026
892
SH
DFND
892
0
0
VANGUARD S&P 500 ETF
OTHER
922908363
252848
526
SH
DFND
526
0
0
VANGUARD SMALL-CAP ETF
OTHER
922908751
226761
992
SH
DFND
992
0
0
VANGUARD VALUE ETF
OTHER
922908744
318554
1956
SH
DFND
1956
0
0