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.

Portfolio value $200 Million
ETFs: $153 Million
Consumer Cyclical: $12.5 Million
Technology: $12.3 Million
Communication Services: $12.1 Million
Financial Services: $10 Million
Consumer Defensive: $489,000
Utilities: $246,000
Real Estate: $47,000
Other: $0

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$990M
$47,000 0.02% of portfolio
11,714
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $200 Million
  • Prior Value $196 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 15, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 1 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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