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Size ($ in 1000's)
At 03/31/2024: $196,455 At 12/31/2023: $180,261
Searcy Financial Services Inc. ADV holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Searcy Financial Services Inc. ADV 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Searcy Financial Services Inc. ADV top holdings by largest position size, as per the latest 13f filing made by Searcy Financial Services Inc. ADV.
In the Searcy Financial Services Inc. ADV-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Searcy Financial Services Inc. ADV in that top holding, then the share count change between reporting periods, and finally the Searcy Financial Services Inc. ADV top holding position size
for that row.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
VANGUARD SPECIALIZED FUNDS (VIG) |
128,837 |
+1,018 |
$23,527 | VIG | 128,837 | +1,018 | $23,527 | VANGUARD INDEX FDS (VO) |
92,479 |
+1,130 |
$23,107 | VO | 92,479 | +1,130 | $23,107 | ISHARES INC (ACWV) |
206,249 |
+5,952 |
$21,712 | ACWV | 206,249 | +5,952 | $21,712 | INVESCO EXCH TRD SLF IDX FD |
573,261 |
+24,562 |
$21,652 | OMFS | 573,261 | +24,562 | $21,652 | FIRST TR EXCHANGE TRADED FD (LMBS) |
379,817 |
-25,115 |
$18,326 | LMBS | 379,817 | -25,115 | $18,326 | ALPS ETF TR (AMLP) |
318,105 |
+2,426 |
$15,097 | AMLP | 318,105 | +2,426 | $15,097 | INVESCO EXCHANGE TRADED FD T (PPA) |
132,823 |
-1,563 |
$13,491 | PPA | 132,823 | -1,563 | $13,491 | AMAZON COM INC |
61,176 |
-5,297 |
$11,035 | AMZN | 61,176 | -5,297 | $11,035 | BERKSHIRE HATHAWAY INC DEL |
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$10,394 | BRK.B | 24,716 | -441 | $10,394 | ALPHABET INC |
66,096 |
-1,955 |
$10,064 | GOOG | 66,096 | -1,955 | $10,064 | APPLE INC |
49,490 |
+1,241 |
$8,487 | AAPL | 49,490 | +1,241 | $8,487 | PACER FDS TR |
126,746 |
+2,788 |
$7,365 | COWZ | 126,746 | +2,788 | $7,365 | VANGUARD INDEX FDS (VOO) |
11,024 |
+11,024 |
$5,299 | VOO | 11,024 | +11,024 | $5,299 | ACCENTURE PLC IRELAND |
4,460 |
-345 |
$1,546 | ACN | 4,460 | -345 | $1,546 | PACER FDS TR |
34,975 |
+1,585 |
$1,214 | GCOW | 34,975 | +1,585 | $1,214 | VANGUARD INDEX FDS (VTI) |
4,153 |
UNCH |
$1,079 | VTI | 4,153 | UNCH | $1,079 | TESLA INC |
4,310 |
UNCH |
$758 | TSLA | 4,310 | UNCH | $758 | ISHARES TR (ICSH) |
10,240 |
+836 |
$518 | ICSH | 10,240 | +836 | $518 | NVIDIA CORPORATION |
382 |
+382 |
$345 | NVDA | 382 | +382 | $345 | ALPHABET INC |
1,885 |
+100 |
$285 | GOOGL | 1,885 | +100 | $285 | WALMART INC |
3,832 |
+2,555 |
$231 | WMT | 3,832 | +2,555 | $231 | SOUTHERN CO |
3,180 |
UNCH |
$228 | SO | 3,180 | UNCH | $228 | PROCTER AND GAMBLE CO |
1,398 |
+1,398 |
$227 | PG | 1,398 | +1,398 | $227 | INTERNATIONAL BUSINESS MACHS |
1,148 |
+1,148 |
$219 | IBM | 1,148 | +1,148 | $219 | VANGUARD WORLD FD (VGT) |
404 |
+404 |
$212 | VGT | 404 | +404 | $212 |
See Full List: All Stocks Held By Searcy Financial Services Inc. ADV
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Searcy Financial Services Inc. ADV
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