Searcy Financial Services

Searcy Financial Services as of Sept. 30, 2025

Portfolio Holdings for Searcy Financial Services

Searcy Financial Services holds 25 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus Top 200 Etf (IWL) 11.3 $30M 179k 166.10
Vanguard Index Fds Mid Cap Etf (VO) 10.9 $29M 98k 293.74
Vanguard Index Fds Small Cp Etf (VB) 10.4 $27M 108k 254.28
Ishares Msci Gbl Min Vol (ACWV) 10.2 $27M 223k 119.92
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 7.7 $20M 407k 49.79
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 6.9 $18M 118k 155.45
Alps Etf Tr Alerian Mlp (AMLP) 6.3 $17M 352k 46.93
Alphabet Cap Stk Cl C (GOOG) 5.7 $15M 62k 243.55
Vanguard World Financials Etf (VFH) 5.5 $15M 111k 131.24
Pacer Fds Tr Us Cash Cows 100 (COWZ) 5.2 $14M 236k 57.47
Apple (AAPL) 4.8 $13M 50k 254.63
Amazon (AMZN) 4.7 $12M 57k 219.57
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.5 $12M 24k 502.75
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.1 $8.1M 13k 612.37
Tesla Motors (TSLA) 0.8 $2.1M 4.8k 444.72
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.4M 4.2k 328.17
Accenture Plc Ireland Shs Class A (ACN) 0.4 $1.1M 4.3k 246.60
NVIDIA Corporation (NVDA) 0.3 $737k 3.9k 186.59
Ishares Tr Ultra Short Dur (ICSH) 0.2 $465k 9.2k 50.75
Wal-Mart Stores (WMT) 0.2 $397k 3.9k 103.07
International Business Machines (IBM) 0.1 $324k 1.1k 282.16
Southern Company (SO) 0.1 $265k 2.8k 94.77
Alphabet Cap Stk Cl A (GOOGL) 0.1 $222k 913.00 243.21
Procter & Gamble Company (PG) 0.1 $218k 1.4k 153.61
The Real Brokerage Com New (REAX) 0.0 $49k 12k 4.18