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.
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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