Searcy Financial Services

Searcy Financial Services as of March 31, 2025

Portfolio Holdings for Searcy Financial Services

Searcy Financial Services holds 26 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Msci Gbl Min Vol (ACWV) 11.0 $26M 219k 116.37
Vanguard Index Fds Mid Cap Etf (VO) 10.8 $25M 97k 258.62
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 10.4 $24M 1.1M 22.08
Ishares Tr Us Sml Cap Eqt (SMLF) 9.8 $23M 363k 62.16
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 8.3 $19M 390k 49.16
Alps Etf Tr Alerian Mlp (AMLP) 7.5 $17M 334k 51.94
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 6.5 $15M 128k 116.55
Vanguard World Financials Etf (VFH) 5.7 $13M 110k 119.47
Berkshire Hathaway Inc Del Cl B New (BRK.B) 5.6 $13M 24k 532.58
Pacer Fds Tr Us Cash Cows 100 (COWZ) 5.4 $12M 227k 54.76
Amazon (AMZN) 4.7 $11M 57k 190.26
Apple (AAPL) 4.7 $11M 49k 222.13
Alphabet Cap Stk Cl C (GOOG) 4.2 $9.7M 62k 156.23
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.8 $6.4M 13k 513.93
Accenture Plc Ireland Shs Class A (ACN) 0.6 $1.4M 4.4k 312.04
Tesla Motors (TSLA) 0.5 $1.2M 4.5k 259.16
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.1M 4.2k 274.84
Ishares Tr Ultra Short-term (ICSH) 0.2 $469k 9.2k 50.70
NVIDIA Corporation (NVDA) 0.2 $409k 3.8k 108.38
Wal-Mart Stores (WMT) 0.1 $337k 3.8k 87.78
International Business Machines (IBM) 0.1 $286k 1.1k 248.66
Southern Company (SO) 0.1 $278k 3.0k 91.95
Alphabet Cap Stk Cl A (GOOGL) 0.1 $252k 1.6k 154.61
Procter & Gamble Company (PG) 0.1 $240k 1.4k 170.38
Vanguard World Inf Tech Etf (VGT) 0.1 $219k 404.00 542.60
The Real Brokerage Com New (REAX) 0.0 $48k 12k 4.06