Searcy Financial Services

Latest statistics and disclosures from Searcy Financial Services's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VIG, OMFS, VO, ACWV, LMBS, and represent 57.69% of Searcy Financial Services's stock portfolio.
  • Added to shares of these 8 stocks: OMFS, VO, ACWV, COWZ, LMBS, GCOW, VIG, AMLP.
  • Reduced shares in these 7 stocks: AMZN, GOOG, PPA, AAPL, ICSH, BRK.B, ACN.
  • Searcy Financial Services was a net buyer of stock by $564k.
  • Searcy Financial Services has $180M in assets under management (AUM), dropping by 8.90%.
  • Central Index Key (CIK): 0000354923

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Portfolio Holdings for Searcy Financial Services

Searcy Financial Services holds 21 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Specialized Funds Div App Etf (VIG) 12.1 $22M 128k 170.40
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Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS) 11.8 $21M 549k 38.80
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Vanguard Index Fds Mid Cap Etf (VO) 11.8 $21M 91k 232.64
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Ishares Msci Gbl Min Vol (ACWV) 11.2 $20M 200k 100.35
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 10.9 $20M 405k 48.32
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Alps Etf Tr Alerian Mlp (AMLP) 7.4 $13M 316k 42.52
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Invesco Exchange Traded Fd T Aerospace Defn (PPA) 6.9 $12M 134k 92.16
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Amazon (AMZN) 5.6 $10M -2% 67k 151.94
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Alphabet Cap Stk Cl C (GOOG) 5.3 $9.6M -2% 68k 140.93
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Apple (AAPL) 5.2 $9.3M 48k 192.53
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 5.0 $9.0M 25k 356.65
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 3.6 $6.4M +2% 124k 51.99
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Accenture Plc Ireland Shs Class A (ACN) 0.9 $1.7M 4.8k 350.91
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Pacer Fds Tr Globl Cash Etf (GCOW) 0.6 $1.1M +4% 33k 34.27
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Tesla Motors (TSLA) 0.6 $1.1M 4.3k 248.48
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Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $985k 4.2k 237.22
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Ishares Tr Blackrock Ultra (ICSH) 0.3 $474k -6% 9.4k 50.36
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $249k 1.8k 139.69
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Southern Company (SO) 0.1 $223k 3.2k 70.12
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Wal-Mart Stores (WMT) 0.1 $201k 1.3k 157.70
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Arc Document Solutions (ARC) 0.0 $37k 11k 3.28
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Past Filings by Searcy Financial Services

SEC 13F filings are viewable for Searcy Financial Services going back to 2018

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