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, SMLF, LMBS, and represent 54.65% of Searcy Financial Services's stock portfolio.
- Added to shares of these 10 stocks: SMLF, VO, AMLP, ACWV, VIG, IBM, VOO, COWZ, GCOW, AMZN.
- Started 1 new stock position in IBM.
- Reduced shares in these 6 stocks: LMBS, AAPL, NVDA, GOOG, PPA, ACN.
- Searcy Financial Services was a net buyer of stock by $503k.
- Searcy Financial Services has $213M in assets under management (AUM), dropping by 6.35%.
- 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 September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Specialized Funds Div App Etf (VIG) | 12.2 | $26M | 131k | 198.06 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 11.8 | $25M | 95k | 263.83 |
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| Ishares Msci Gbl Min Vol (ACWV) | 11.4 | $24M | 212k | 114.53 |
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| Ishares Tr Us Sml Cap Eqt (SMLF) | 11.0 | $24M | 354k | 66.35 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 8.3 | $18M | -8% | 359k | 49.41 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 7.2 | $15M | +2% | 328k | 47.13 |
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| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 7.1 | $15M | 131k | 114.97 |
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| Apple (AAPL) | 5.3 | $11M | 49k | 233.00 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.3 | $11M | 25k | 460.26 |
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| Amazon (AMZN) | 5.3 | $11M | 61k | 186.33 |
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| Alphabet Cap Stk Cl C (GOOG) | 5.0 | $11M | 64k | 167.19 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 3.5 | $7.5M | 130k | 57.83 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.9 | $6.1M | +4% | 12k | 527.65 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $1.6M | 4.4k | 353.48 |
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| Pacer Fds Tr Globl Cash Etf (GCOW) | 0.6 | $1.3M | +5% | 35k | 36.49 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $1.2M | 4.2k | 283.16 |
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| Tesla Motors (TSLA) | 0.5 | $1.2M | 4.4k | 261.63 |
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| Ishares Tr Blackrock Ultra (ICSH) | 0.2 | $509k | 10k | 50.74 |
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| NVIDIA Corporation (NVDA) | 0.2 | $471k | -11% | 3.9k | 121.44 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $313k | 1.9k | 165.84 |
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| Wal-Mart Stores (WMT) | 0.1 | $310k | 3.8k | 80.75 |
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| Southern Company (SO) | 0.1 | $287k | 3.2k | 90.18 |
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| International Business Machines (IBM) | 0.1 | $254k | NEW | 1.1k | 221.08 |
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| Procter & Gamble Company (PG) | 0.1 | $243k | 1.4k | 173.19 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $237k | 404.00 | 586.76 |
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| The Real Brokerage Com New (REAX) | 0.0 | $65k | 12k | 5.55 |
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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 Q3 filed Oct. 15, 2024
- Searcy Financial Services 2024 Q2 filed July 15, 2024
- 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