Searcy Financial Services
Latest statistics and disclosures from Searcy Financial Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ACWV, VO, SCHX, SMLF, LMBS, and represent 50.28% of Searcy Financial Services's stock portfolio.
- Added to shares of these 10 stocks: SCHX (+$24M), VFH (+$13M), COWZ (+$5.4M), ACWV, SMLF, VO, LMBS, VOO, AAPL, AMLP.
- Started 2 new stock positions in VFH, SCHX.
- Reduced shares in these 8 stocks: VIG (-$26M), GCOW, AMZN, BRK.B, ICSH, SO, GOOG, NVDA.
- Sold out of its positions in GCOW, VIG.
- Searcy Financial Services was a net buyer of stock by $19M.
- Searcy Financial Services has $231M in assets under management (AUM), dropping by 6.73%.
- 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 2025 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|
|---|---|---|---|---|---|---|
| Ishares Msci Gbl Min Vol (ACWV) | 11.0 | $26M | +2% | 219k | 116.37 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 10.8 | $25M | +2% | 97k | 258.62 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 10.4 | $24M | NEW | 1.1M | 22.08 |
|
| Ishares Tr Us Sml Cap Eqt (SMLF) | 9.8 | $23M | +2% | 363k | 62.16 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 8.3 | $19M | +2% | 390k | 49.16 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 7.5 | $17M | 334k | 51.94 |
|
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 6.5 | $15M | 128k | 116.55 |
|
|
| Vanguard World Financials Etf (VFH) | 5.7 | $13M | NEW | 110k | 119.47 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.6 | $13M | 24k | 532.58 |
|
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 5.4 | $12M | +76% | 227k | 54.76 |
|
| Amazon (AMZN) | 4.7 | $11M | 57k | 190.26 |
|
|
| Apple (AAPL) | 4.7 | $11M | +2% | 49k | 222.13 |
|
| Alphabet Cap Stk Cl C (GOOG) | 4.2 | $9.7M | 62k | 156.23 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.8 | $6.4M | +7% | 13k | 513.93 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $1.4M | 4.4k | 312.04 |
|
|
| Tesla Motors (TSLA) | 0.5 | $1.2M | 4.5k | 259.16 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $1.1M | 4.2k | 274.84 |
|
|
| Ishares Tr Ultra Short-term (ICSH) | 0.2 | $469k | -4% | 9.2k | 50.70 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $409k | -2% | 3.8k | 108.38 |
|
| Wal-Mart Stores (WMT) | 0.1 | $337k | 3.8k | 87.78 |
|
|
| International Business Machines (IBM) | 0.1 | $286k | 1.1k | 248.66 |
|
|
| Southern Company (SO) | 0.1 | $278k | -5% | 3.0k | 91.95 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $252k | 1.6k | 154.61 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $240k | 1.4k | 170.38 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $219k | 404.00 | 542.60 |
|
|
| The Real Brokerage Com New (REAX) | 0.0 | $48k | 12k | 4.06 |
|
Past Filings by Searcy Financial Services
SEC 13F filings are viewable for Searcy Financial Services going back to 2018
- Searcy Financial Services 2025 Q1 filed April 17, 2025
- Searcy Financial Services 2024 Q4 filed Jan. 13, 2025
- 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