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|
|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|
Past Filings by Searcy Financial Services
SEC 13F filings are viewable for Searcy Financial Services going back to 2018
- 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
- Searcy Financial Services 2019 Q4 filed Jan. 27, 2020
- Searcy Financial Services 2019 Q3 filed Oct. 15, 2019
- Searcy Financial Services 2019 Q2 filed July 11, 2019
- Searcy Financial Services 2019 Q1 filed May 9, 2019
- Searcy Financial Services 2018 Q4 filed Feb. 6, 2019