Searcy Financial Services

Searcy Financial Services as of Sept. 30, 2024

Portfolio Holdings for Searcy Financial Services

Searcy Financial Services holds 26 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Specialized Funds Div App Etf (VIG) 12.2 $26M 131k 198.06
Vanguard Index Fds Mid Cap Etf (VO) 11.8 $25M 95k 263.83
Ishares Msci Gbl Min Vol (ACWV) 11.4 $24M 212k 114.53
Ishares Tr Us Sml Cap Eqt (SMLF) 11.0 $24M 354k 66.35
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 8.3 $18M 359k 49.41
Alps Etf Tr Alerian Mlp (AMLP) 7.2 $15M 328k 47.13
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 7.1 $15M 131k 114.97
Apple (AAPL) 5.3 $11M 49k 233.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 5.3 $11M 25k 460.26
Amazon (AMZN) 5.3 $11M 61k 186.33
Alphabet Cap Stk Cl C (GOOG) 5.0 $11M 64k 167.19
Pacer Fds Tr Us Cash Cows 100 (COWZ) 3.5 $7.5M 130k 57.83
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.9 $6.1M 12k 527.65
Accenture Plc Ireland Shs Class A (ACN) 0.7 $1.6M 4.4k 353.48
Pacer Fds Tr Globl Cash Etf (GCOW) 0.6 $1.3M 35k 36.49
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.2M 4.2k 283.16
Tesla Motors (TSLA) 0.5 $1.2M 4.4k 261.63
Ishares Tr Blackrock Ultra (ICSH) 0.2 $509k 10k 50.74
NVIDIA Corporation (NVDA) 0.2 $471k 3.9k 121.44
Alphabet Cap Stk Cl A (GOOGL) 0.1 $313k 1.9k 165.84
Wal-Mart Stores (WMT) 0.1 $310k 3.8k 80.75
Southern Company (SO) 0.1 $287k 3.2k 90.18
International Business Machines (IBM) 0.1 $254k 1.1k 221.08
Procter & Gamble Company (PG) 0.1 $243k 1.4k 173.19
Vanguard World Inf Tech Etf (VGT) 0.1 $237k 404.00 586.76
The Real Brokerage Com New (REAX) 0.0 $65k 12k 5.55