Searcy Financial Services Inc Portfolio Holdings
Searcy Financial Services Inc
- $200 Million
- Q2 2024
Searcy Financial Services Inc has filed its 13F form on July 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $200 Million distributed in 25 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $23.7M, Vanguard Mid Cap ETF with a value of $22.7M, Ishares Msci Global Min Vol Fa with a value of $21.9M, Ishares Msci Usa Small Cap Mul with a value of $21.3M, and First Tr ETF Fd Iv First Tr Lo with a value of $18.7M.
Examining the 13F form we can see an increase of $3.97M in the current position value, from $196M to 200M.
Below you can find more details about Searcy Financial Services Inc portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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