Searcy Financial Services Inc Portfolio Holdings by Sector
Searcy Financial Services Inc
- $211 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VO ACWV VIG SMLF LMBS AMLP PPA COWZ 12 stocks |
$160,564
76.08% of portfolio
|
  9  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$11,373
5.39% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$11,359
5.38% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$11,269
5.34% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG GOOGL 2 stocks |
$10,947
5.19% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
ACN IBM 2 stocks |
$1,818
0.86% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,175
0.56% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$1,159
0.55% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$471
0.22% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$309
0.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
SO 1 stocks |
$286
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$243
0.12% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
REAX 1 stocks |
$65
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|