Searcy Financial Services Inc Portfolio Holdings

Searcy Financial Services Inc

  • $246 Million
  • Q2 2025

Searcy Financial Services Inc has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $246 Million distributed in 25 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 200 ETF with a value of $27.4M, Vanguard Mid Cap ETF with a value of $27.3M, Ishares Msci Global Min Vol Fa with a value of $26.1M, Vanguard Small Cap ETF with a value of $25.4M, and First Tr ETF Fd Iv First Tr Lo with a value of $19.5M.

Examining the 13F form we can see an increase of $15.5M in the current position value, from $230M to 246M.

Below you can find more details about Searcy Financial Services Inc portfolio as well as his latest detailed transactions.

Portfolio value $246 Million
ETFs: $196 Million
Consumer Cyclical: $13.9 Million
Technology: $12.5 Million
Financial Services: $11.4 Million
Communication Services: $11.3 Million
Consumer Defensive: $600,000
Utilities: $256,000
Real Estate: $52,000
Other: $0

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.27T
$12.4 Million 5.05% of portfolio
56,597
Q2 2025 Reduced 1.17%
$631B
$11.4 Million 4.65% of portfolio
23,551
Q2 2025 Reduced 2.82%
$1.08T
$11.3 Million 4.6% of portfolio
63,727
Q2 2025 Added 2.25%
$3.39T
$10.3 Million 4.18% of portfolio
50,164
Q2 2025 Added 2.38%
$934B
$1.5 Million 0.61% of portfolio
4,730
Q2 2025 Added 5.82%
$187B
$1.31 Million 0.53% of portfolio
4,396
Q2 2025 Reduced 0.77%
$406B
$595,000 0.24% of portfolio
3,771
Q1 2025 Reduced 2.86%
$263B
$376,000 0.15% of portfolio
3,848
Q2 2025 Added 0.16%
$260B
$338,000 0.14% of portfolio
1,148
Q3 2024 New
$100B
$256,000 0.1% of portfolio
2,794
Q2 2025 Reduced 7.42%
$373B
$224,000 0.09% of portfolio
1,412
Q2 2025 Added 0.21%
$735M
$52,000 0.02% of portfolio
11,714
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $246 Million
  • Prior Value $230 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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