Searcy Financial Services Inc Portfolio Holdings by Sector
Searcy Financial Services Inc
- $230 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
ACWV VO SCHX SMLF LMBS AMLP PPA VFH 12 stocks |
$180,505
78.33% of portfolio
|
  10  
|
  1  
|
  2  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$12,906
5.6% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$10,895
4.73% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$10,883
4.72% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG GOOGL 2 stocks |
$9,987
4.33% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
ACN IBM 2 stocks |
$1,667
0.72% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$1,158
0.5% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,135
0.49% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$408
0.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$337
0.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
SO 1 stocks |
$277
0.12% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$240
0.1% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
REAX 1 stocks |
$47
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|