Searcy Financial Services

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

  • Top 5 stock holdings are VO, VIG, ICSH, JKK, ACWV, and represent 52.24% of Searcy Financial Services's stock portfolio.
  • Added to shares of these 10 stocks: RTH (+$8.3M), DIS (+$5.4M), ACWV, AAPL, JKK, VRTX, CVS, PPA, TSLA, VIG.
  • Started 4 new stock positions in DIS, AMZN, TSLA, RTH.
  • Reduced shares in these 5 stocks: , ICSH, VGT, FDN, CERN.
  • Sold out of its positions in XLP.
  • Searcy Financial Services was a net buyer of stock by $14M.
  • Searcy Financial Services has $134M in assets under management (AUM), dropping by 11.44%.

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Portfolio Holdings for Searcy Financial Services

Companies in the Searcy Financial Services portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Mid Cap Etf (VO) 11.8 $16M 89k 176.26
Vanguard Specialized Funds Div App Etf (VIG) 11.7 $16M 121k 128.66
Ishares Tr Ultr Sh Trm Bd (ICSH) 10.3 $14M -23% 271k 50.57
Ishares Tr MRGSTR SM CP GR (JKK) 9.4 $13M +33% 53k 237.58
Ishares Msci Gbl Min Vol (ACWV) 9.2 $12M +65% 133k 91.91
First Tr Exchange-traded Dj Internt Idx (FDN) 6.5 $8.7M -11% 46k 188.32
Vaneck Vectors Etf Tr Retail Etf (RTH) 6.2 $8.3M NEW 56k 148.88
Vanguard World Fds Inf Tech Etf (VGT) 5.9 $7.9M -15% 25k 311.44
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 5.8 $7.7M +4% 138k 55.73
Apple (AAPL) 4.9 $6.5M +161% 56k 115.81
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.4 $5.9M 28k 212.95
Vertex Pharmaceuticals Incorporated (VRTX) 4.3 $5.7M +9% 21k 272.11
Disney Walt Com Disney (DIS) 4.0 $5.4M NEW 44k 124.08
CVS Caremark Corporation (CVS) 4.0 $5.4M +6% 92k 58.40

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Accenture Plc Ireland Shs Class A (ACN) 1.0 $1.3M 5.6k 225.91
Cerner Corporation (CERN) 0.5 $605k -5% 8.4k 72.27
Tesla Motors (TSLA) 0.2 $276k NEW 644.00 428.57
Amazon (AMZN) 0.2 $202k NEW 64.00 3156.25

Past Filings by Searcy Financial Services

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