Searcy Financial Services Inc Portfolio Holdings

Searcy Financial Services Inc

  • $211 Million
  • Q3 2024

Searcy Financial Services Inc has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $211 Million distributed in 26 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mid Cap ETF with a value of $25.1M, Ishares Msci Global Min Vol Fa with a value of $24.3M, Vanguard Dividend Appreciation with a value of $23.9M, Ishares Msci Usa Small Cap Mul with a value of $23.5M, and First Tr ETF Fd Iv First Tr Lo with a value of $17.7M.

Examining the 13F form we can see an increase of $10.6M in the current position value, from $200M to 211M.

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

Portfolio value $211 Million
ETFs: $162 Million
Technology: $13.7 Million
Consumer Cyclical: $12.4 Million
Financial Services: $11.4 Million
Communication Services: $10.9 Million
Consumer Defensive: $552,000
Utilities: $286,000
Real Estate: $65,000
Other: $0

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$90.4B
$286,000 0.14% of portfolio
3,180
Q3 2023 New
$199B
$253,000 0.12% of portfolio
1,148
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 26
  • Current Value $211 Million
  • Prior Value $200 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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