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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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 | |
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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
- 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
- Searcy Financial Services 2020 Q1 filed April 15, 2020