Searcy Financial Services Inc /adv Holdings & Portfolio - 13F Filings Analysis - Stocknear

Searcy Financial Services Inc /adv

CIK Number: 0000354923

245.99M
Market Value
26
# of Holdings
12 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 17, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 ACWV iShares MSCI Gl...
119.59
+0.24% 218.92K +2.67% 25.48M 98.23 11.02% Share
2 VO Vanguard Mid Ca...
289.77
+0.73% 96.48K +2.03% 24.95M 181.35 10.79% Share
3 SCHX Schwab U.S. Lar...
25.70
+0.80% 1.09M +100.00% 24.04M 22.08 10.40% Share
4 SMLF iShares MSCI US...
73.87
+1.44% 362.79K +2.91% 22.55M 60.71 9.76% Share
5 LMBS First Trust Low...
49.71
+0.20% 390.29K +2.55% 19.19M 48.28 8.30% Share
6 AMLP Alerian MLP ETF
48.14
-0.08% 333.97K +1.19% 17.35M 37.88 7.50% Share
7 PPA Invesco Aerospa...
147.26
+0.50% 128.35K +0.11% 14.96M 56.43 6.47% Share
8 VFH Vanguard Financ...
132.18
+1.09% 109.87K +100.00% 13.13M 119.47 5.68% Share
9 BRK-B Berkshire Hatha...
506.82
+1.06% 24.23K -0.81% 12.91M 251.93 5.58% Share
10 COWZ Pacer US Cash C...
57.49
+0.37% 227.03K +76.17% 12.43M 47.61 5.38% Share
11 AMZN Amazon.com, Inc...
235.68
+4.29% 57.27K -1.24% 10.9M 84.72 4.71% Share
12 AAPL Apple Inc.
239.78
+0.55% 49K +2.04% 10.88M 124.95 4.71% Share
13 GOOG Alphabet Inc.
232.66
+0.68% 62.32K -0.13% 9.74M 88.74 4.21% Share
14 VOO Vanguard S&P 50...
596.61
+0.83% 12.51K +7.65% 6.43M 484.48 2.78% Share
15 ACN Accenture plc
252.94
-0.48% 4.43K 0.00% 1.38M 277.78 0.60% Share
16 TSLA Tesla, Inc.
338.53
+1.33% 4.47K +0.29% 1.16M 203.37 0.50% Share
17 VTI Vanguard Total ...
320.20
+0.90% 4.15K 0.00% 1.14M 227.43 0.49% Share
18 ICSH iShares Ultra S...
50.59
+0.04% 9.24K -4.9% 468.52K 50.24 0.20% Share
19 NVDA NVIDIA Corporat...
171.66
+0.61% 3.77K -2.86% 408.71K 94.72 0.18% Share
20 WMT Walmart Inc.
100.91
+1.48% 3.84K +0.08% 337.25K 52.46 0.15% Share
21 IBM International B...
247.30
+1.31% 1.15K 0.00% 285.46K 221.08 0.12% Share
22 SO The Southern Co...
91.88
+0.23% 3.02K -5.09% 277.5K 64.72 0.12% Share
23 GOOGL Alphabet Inc.
232.30
+0.71% 1.63K +0.06% 251.56K 121.64 0.11% Share
24 PG The Procter & G...
159.21
+0.65% 1.41K +0.21% 240.06K 160.66 0.10% Share
25 VGT Vanguard Inform...
697.42
+0.65% 404 0.00% 219.21K 525.42 0.09% Share
26 REAX The Real Broker...
5.25
-0.38% 11.71K 0.00% 47.56K 3.12 0.02% Share