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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
100
19
19
3
8
1
63
17
9
SECURITY NATIONAL TRUST CO

Time Period2019-03-31

Total Holdings373

Total Value ($x1000)311,777
Activities
New22

Increased99

Unchanged177

Decreased75

Sold Out16

Top 10 Stock Holdingstotal 26.13%
EFA3.53

MSFT3.26

AAPL3.21

HD2.98

XOM2.94

 
SPY2.55

ADP2.09

MMM1.97

AMZN1.85

TMO1.75

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
EFA
3.53%
MSCI EAFE ETF
MSFT
3.26%
COM
AAPL
3.21%
COM
HD
2.98%
COM
XOM
2.94%
COM
SPY
2.55%
TR UNIT
ADP
2.09%
COM
MMM
1.97%
COM
AMZN
1.85%
COM
TMO
1.75%
COM
JNJ
1.7%
COM
PG
1.68%
COM
CSCO
1.66%
COM
INTC
1.63%
COM
IVW
1.58%
S&P 500 GRWT ETF
JPM
1.55%
COM
PEP
1.41%
COM
DIS
1.4%
COM DISNEY
CVX
1.37%
COM
VZ
1.34%
COM
IVE
1.34%
S&P 500 VAL ETF
EEM
1.33%
MSCI EMG MKT ETF
UTX
1.26%
COM
IJT
1.25%
SP SMCP600GR ETF
IJS
1.22%
SP SMCP600VL ETF
V
1.21%
COM CL A
UNP
1.19%
COM
APD
1.12%
COM
PFE
1.11%
COM
CL
1.09%
COM
MA
1.06%
CL A
PPG
1.01%
COM
IJK
1%
S&P MC 400GR ETF
IJJ
0.98%
S&P MC 400VL ETF
BMY
0.97%
COM
T
0.93%
COM
CB
0.93%
COM
PYPL
0.92%
COM
ORCL
0.86%
COM
GOOG
0.86%
CAP STK CL C
KO
0.82%
COM
IBM
0.79%
COM
ABBV
0.77%
COM
BLK
0.77%
COM
CAT
0.76%
COM
IJH
0.75%
CORE S&P MCP ETF
ROP
0.75%
COM
MRK
0.74%
COM
BA
0.73%
COM
FB
0.72%
CL A
ABT
0.72%
COM
DWDP
0.7%
COM
MO
0.7%
COM
CRM
0.67%
COM
D
0.65%
COM
IWR
0.65%
RUS MID-CAP ETF
AMGN
0.64%
COM
COP
0.63%
COM
GOOGL
0.62%
CAP STK CL A
ZMH
0.61%
COM
CVS
0.58%
COM
GILD
0.57%
COM
LOW
0.51%
COM
OMC
0.5%
COM
LLY
0.49%
COM
BBT
0.47%
COM
QQQ
0.45%
UNIT SER 1
MCD
0.45%
COM
BAX
0.44%
COM
COST
0.44%
COM
IVV
0.42%
CORE S&P500 ETF
VAR
0.36%
COM
SBUX
0.36%
COM
VMC
0.35%
COM
YUM
0.35%
COM
AMT
0.34%
COM
QCOM
0.32%
COM
DGX
0.32%
COM
WBA
0.32%
COM
WFC
0.31%
COM
DUK
0.31%
COM NEW
EOG
0.3%
COM
PM
0.3%
COM
UBSI
0.29%
COM
MET
0.29%
COM
IWF
0.29%
RUS 1000 GRW ETF
GS
0.26%
COM
STZ
0.25%
CL A
WSBC
0.24%
COM
EXC
0.24%
COM
EBAY
0.24%
COM
PSA
0.24%
COM
DLR
0.23%
COM
IJR
0.23%
CORE S&P SCP ETF
NSC
0.22%
COM
BDX
0.22%
COM
UPS
0.2%
CL B
FDX
0.18%
COM
GWW
0.17%
COM
FULT
0.17%
COM
CELG
0.15%
COM
VNQ
0.15%
REIT ETF
AEP
0.15%
COM
BRK.B
0.15%
CL B NEW
TXN
0.15%
COM
MDY
0.14%
UTSER1 S&PDCRP
AFL
0.14%
COM
IR
0.14%
SHS
EIX
0.14%
COM
BP
0.13%
SPONSORED ADR
PSX
0.13%
COM
GE
0.13%
COM
GIS
0.13%
COM
NFG
0.13%
COM
YUMC
0.12%
COM
NVDA
0.12%
COM
AXP
0.12%
COM
CDK
0.12%
COM
SLB
0.12%
COM
FXI
0.12%
CHINA LG-CAP ETF
PNC
0.11%
COM
PAYX
0.1%
COM
XLK
0.1%
TECHNOLOGY
RMD
0.1%
COM
KMI
0.1%
COM
BF/B
0.1%
CL B
HSIC
0.09%
COM
PNW
0.09%
COM
TJX
0.09%
COM
XLY
0.09%
SBI CONS DISCR
CSJ
0.09%
1-3 YR CR BD ETF
CTAS
0.08%
COM
CMCSA
0.08%
CL A
SPGI
0.08%
COM
BXMT
0.08%
COM CL A
UNH
0.08%
COM
NKE
0.08%
CL B
STFC
0.08%
COM
MMP
0.08%
COM UNIT RP LP
OXY
0.08%
COM
WES
0.08%
COM UNIT LP INT
TIP
0.08%
TIPS BD ETF
ANTM
0.07%
COM
KMB
0.07%
COM
TFX
0.07%
COM
DVY
0.07%
SELECT DIVID ETF
BAC
0.07%
COM
TROW
0.07%
COM
HBAN
0.07%
COM
CCI
0.07%
COM
HON
0.07%
COM
TPR
0.07%
COM
AVGO
0.06%
COM
VBR
0.06%
SM CP VAL ETF
VFC
0.06%
COM
NVO
0.06%
ADR
DE
0.06%
COM
ETE
0.06%
COM UT LTD PTN
IWM
0.06%
RUSSELL 2000 ETF
BABA
0.06%
SPONSORED ADS
CSX
0.06%
COM
GSK
0.06%
SPONSORED ADR
EPD
0.06%
COM
ZTS
0.06%
CL A
IYH
0.06%
US HLTHCARE ETF
ICE
0.05%
COM
IBB
0.05%
NASDQ BIOTEC ETF
SYY
0.05%
COM
ICF
0.05%
COHEN&STEER REIT
PGF
0.05%
FINL PFD ETF
PPL
0.05%
COM
ES
0.05%
COM
VSM
0.05%
COM
ARI
0.05%
COM
DELL
0.05%
CL C
WMT
0.05%
COM
NVS
0.05%
SPONSORED ADR
GDS
0.05%
SPONSORED ADR
CAH
0.05%
COM
LIN
0.04%
COM
VIG
0.04%
DIV APP ETF
FII
0.04%
CL B
NEE
0.04%
COM
CI
0.04%
COM
EMR
0.04%
COM
AMED
0.04%
COM
ACN
0.04%
SHS CLASS A
BIO
0.04%
CL A
MAR
0.04%
CL A
PCI
0.04%
COM SHS
DIA
0.04%
UT SER 1
SDY
0.04%
S&P DIVID ETF
K
0.04%
COM
FE
0.04%
COM
ABMD
0.04%
COM
PEG
0.04%
COM
USB
0.04%
COM NEW
GPC
0.04%
COM
CNI
0.04%
COM
CHT
0.04%
SPON ADR NEW11
APC
0.04%
COM
VREX
0.03%
COM
NTAP
0.03%
COM
MMC
0.03%
COM
CLX
0.03%
COM
AWK
0.03%
COM
TTD
0.03%
CL A
TGT
0.03%
COM
DEO
0.03%
SPON ADR NEW
CVLT
0.03%
COM
INTU
0.03%
COM
PSJ
0.03%
DYNMC SOFTWARE
ALLE
0.03%
ORD SHS
SIVB
0.03%
COM
NXPI
0.03%
COM
MDLZ
0.03%
CL A
IAC
0.03%
COM PAR $.001
XLI
0.03%
SBI INT-INDS
SO
0.03%
COM
RTN
0.03%
COM NEW
DFS
0.03%
COM
ADBE
0.03%
COM
RDS/B
0.03%
SPON ADR B
VOO
0.03%
SHS
DHR
0.03%
COM
XLP
0.03%
SBI CONS STPLS
FBHS
0.03%
COM
VLO
0.02%
COM
ALL
0.02%
COM
AABA
0.02%
COM
VWO
0.02%
FTSE EMR MKT ETF
STT
0.02%
COM
XLF
0.02%
SBI INT-FINL
ADUS
0.02%
COM
XLB
0.02%
SBI MATERIALS
IP
0.02%
COM
BLL
0.02%
COM
ENB
0.02%
COM
SMG
0.02%
CL A
WIX
0.02%
SHS
DG
0.02%
COM
MLNX
0.02%
SHS
IWP
0.02%
RUS MD CP GR ETF
CVET
0.02%
COM
HSY
0.02%
COM
SIGI
0.02%
COM
VO
0.02%
MID CAP ETF
DIAX
0.02%
SHS
SF
0.02%
COM
WY
0.02%
COM
MCK
0.02%
COM
ETR
0.02%
COM
UGI
0.02%
COM
MDT
0.02%
SHS
NOW
0.02%
COM
AMBA
0.02%
SHS
AGN
0.01%
SHS
BIIB
0.01%
COM
AZN
0.01%
SPONSORED ADR
MKC
0.01%
COM NON VTG
KHC
0.01%
COM
ADM
0.01%
COM
JCI
0.01%
SHS
ITW
0.01%
COM
UTG
0.01%
COM SH BEN INT
WSC
0.01%
COM
IEFA
0.01%
CORE MSCI EAFE
ETN
0.01%
SHS
ENR
0.01%
COM
CVY
0.01%
ZACKS MULT AST
WEC
0.01%
COM
HTD
0.01%
COM
AGR
0.01%
COM
BNS
0.01%
COM
IWS
0.01%
RUS MDCP VAL ETF
CHD
0.01%
COM
JPG
0.01%
COM
ROK
0.01%
COM
HUM
0.01%
COM
ACNB
0.01%
COM
UVSP
0.01%
COM
VB
0.01%
SMALL CP ETF
CINF
0.01%
COM
HOG
0.01%
COM
AFG
0.01%
COM
CME
0.01%
COM
TWTR
0.01%
COM
EA
0.01%
COM
VEA
0.01%
FTSE DEV MKT ETF
LRCX
0.01%
COM
BSV
0.01%
SHORT TRM BOND
AME
0.01%
COM
TEVA
0.01%
ADR
TSN
0.01%
CL A
DVN
0.01%
COM
O
0.01%
COM
BK
0.01%
COM
TRV
0.01%
COM
APA
0.01%
COM
ANSS
0.01%
COM
VEU
0.01%
ALLWRLD EX US
VYM
0.01%
HIGH DIV YLD
FMBI
0.01%
COM
MS
0.01%
COM NEW
GD
0.01%
COM
AGG
0.01%
CORE TOTUSBD ETF
SDIV
0.01%
GLB X SUPERDIV
EOS
0.01%
COM
CPB
< 0.01%
COM
AFIN
< 0.01%
COM CLASS A
C
< 0.01%
COM NEW
KSS
< 0.01%
COM
FNB
< 0.01%
COM
JPS
< 0.01%
COM
PCAR
< 0.01%
COM
AAXJ
< 0.01%
MSCI AC ASIA ETF
TSLA
< 0.01%
COM
DCOM
< 0.01%
COM
PCY
< 0.01%
EMRNG MKT SVRG
WBS
< 0.01%
COM
MRO
< 0.01%
COM
DNP
< 0.01%
COM
MPC
< 0.01%
COM
SAP
< 0.01%
SPON ADR
PGJ
< 0.01%
GLOBAL DRGN CN
BND
< 0.01%
TOTAL BND MRKT
PACW
< 0.01%
COM
WAB
< 0.01%
COM
KTF
< 0.01%
COM
RF
< 0.01%
COM
ZION
< 0.01%
COM
JPZ
< 0.01%
COM
KR
< 0.01%
COM
EPC
< 0.01%
COM
ETV
< 0.01%
COM
PGX
< 0.01%
PFD ETF
TAK
< 0.01%
SPONSORED ADS
PFXF
< 0.01%
PFD SECS EX FINL
STI
< 0.01%
COM
UBCP
< 0.01%
COM
CAG
< 0.01%
COM
VAC
< 0.01%
COM
FRBK
< 0.01%
COM
BPL
< 0.01%
UNIT LTD PARTN
PEBO
< 0.01%
COM
LW
< 0.01%
COM
GLW
< 0.01%
COM
UAL
< 0.01%
COM
NFJ
< 0.01%
COM
JRO
< 0.01%
COM SHS
TBBK
< 0.01%
COM
MYL
< 0.01%
SHS EURO
BR
< 0.01%
COM
OZK
< 0.01%
COM
BBVA
< 0.01%
SPONSORED ADR
RFG
< 0.01%
S&P MDCP400 PR
VIAB
< 0.01%
CL B
AA
< 0.01%
COM
XEL
< 0.01%
COM
VOD
< 0.01%
SPNSR ADR NO PAR
NQP
< 0.01%
COM
FIS
< 0.01%
COM
F
< 0.01%
COM PAR $0.01
NWL
< 0.01%
COM
KCAP
< 0.01%
COM
WMB
< 0.01%
COM
REZI
< 0.01%
COM
SJM
< 0.01%
COM NEW
SDS
< 0.01%
ULTRASHRT S&P500
UA/C
< 0.01%
CL C
UNIT
< 0.01%
COM
GCVRZ
< 0.01%
RIGHT 12/31/2020
FHN
< 0.01%
COM
WES
0.08%
COM UNIT LP IN
BTI
0.05%
SPONSORED ADR
SNE
0.04%
ADR NEW
WM
0.03%
COM
PAA
0.03%
UNIT LTD PARTN
ATVI
0.03%
COM
AXGN
0.02%
COM
SHPG
0.01%
SPONSORED ADR
HIG
< 0.01%
COM
CBFV
< 0.01%
COM
AMLP
< 0.01%
ALERIAN MLP
INGR
< 0.01%
COM
LH
< 0.01%
COM NEW
MVF
< 0.01%
COM
MHI
< 0.01%
COM SHS
GTX
< 0.01%
COM