Searcy Financial Services
Latest statistics and disclosures from Searcy Financial Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VIG, VO, ACWV, OMFS, LMBS, and represent 55.14% of Searcy Financial Services's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$5.3M), OMFS, ACWV, NVDA, VO, PG, IBM, AAPL, VGT, VIG.
- Started 6 new stock positions in IBM, VGT, PG, REAX, VOO, NVDA.
- Reduced shares in these 7 stocks: LMBS, AMZN, GOOG, BRK.B, PPA, ACN, .
- Sold out of its position in ARC.
- Searcy Financial Services was a net buyer of stock by $6.2M.
- Searcy Financial Services has $197M in assets under management (AUM), dropping by 8.98%.
- Central Index Key (CIK): 0000354923
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Portfolio Holdings for Searcy Financial Services
Searcy Financial Services holds 26 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Specialized Funds Div App Etf (VIG) | 12.0 | $24M | 129k | 182.61 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 11.8 | $23M | 93k | 249.86 |
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| Ishares Msci Gbl Min Vol (ACWV) | 11.1 | $22M | +2% | 206k | 105.27 |
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| Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS) | 11.0 | $22M | +4% | 573k | 37.77 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 9.3 | $18M | -6% | 380k | 48.25 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 7.7 | $15M | 318k | 47.46 |
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| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 6.9 | $14M | 133k | 101.57 |
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| Amazon (AMZN) | 5.6 | $11M | -7% | 61k | 180.38 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.3 | $10M | 25k | 420.52 |
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| Alphabet Cap Stk Cl C (GOOG) | 5.1 | $10M | -2% | 66k | 152.26 |
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| Apple (AAPL) | 4.3 | $8.5M | +2% | 50k | 171.48 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 3.7 | $7.4M | +2% | 127k | 58.11 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.7 | $5.3M | NEW | 11k | 480.70 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.8 | $1.5M | -7% | 4.5k | 346.61 |
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| Pacer Fds Tr Globl Cash Etf (GCOW) | 0.6 | $1.2M | +4% | 35k | 34.70 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $1.1M | 4.2k | 259.90 |
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| Tesla Motors (TSLA) | 0.4 | $758k | 4.3k | 175.79 |
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| Ishares Tr Blackrock Ultra (ICSH) | 0.3 | $518k | +8% | 10k | 50.56 |
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| NVIDIA Corporation (NVDA) | 0.2 | $345k | NEW | 382.00 | 903.58 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $285k | +5% | 1.9k | 150.93 |
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| Wal-Mart Stores (WMT) | 0.1 | $231k | +200% | 3.8k | 60.17 |
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| Southern Company (SO) | 0.1 | $228k | 3.2k | 71.74 |
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| Procter & Gamble Company (PG) | 0.1 | $227k | NEW | 1.4k | 162.27 |
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| International Business Machines (IBM) | 0.1 | $219k | NEW | 1.1k | 190.96 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $212k | NEW | 404.00 | 524.56 |
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| The Real Brokerage Com New (REAX) | 0.0 | $37k | NEW | 12k | 3.12 |
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Past Filings by Searcy Financial Services
SEC 13F filings are viewable for Searcy Financial Services going back to 2018
- Searcy Financial Services 2024 Q1 filed April 16, 2024
- Searcy Financial Services 2023 Q4 filed Jan. 16, 2024
- Searcy Financial Services 2023 Q3 filed Oct. 16, 2023
- Searcy Financial Services 2023 Q2 filed July 19, 2023
- Searcy Financial Services 2023 Q1 filed April 14, 2023
- Searcy Financial Services 2022 Q4 filed Jan. 13, 2023
- Searcy Financial Services 2022 Q3 filed Oct. 21, 2022
- Searcy Financial Services 2022 Q2 filed July 28, 2022
- Searcy Financial Services 2022 Q1 filed April 29, 2022
- Searcy Financial Services 2021 Q4 filed Jan. 18, 2022
- Searcy Financial Services 2021 Q3 filed Nov. 1, 2021
- Searcy Financial Services 2021 Q2 filed July 20, 2021
- Searcy Financial Services 2021 Q1 filed April 14, 2021
- Searcy Financial Services 2020 Q4 filed Feb. 4, 2021
- Searcy Financial Services 2020 Q3 filed Oct. 16, 2020
- Searcy Financial Services 2020 Q2 filed Aug. 4, 2020