Searcy Financial Services Inc Portfolio Holdings by Sector
Searcy Financial Services Inc
- $246 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IWL VO ACWV VB LMBS PPA AMLP VFH 12 stocks |
$194,605
79.12% of portfolio
|
  10  
|
  1  
|
  2  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$12,416
5.05% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$11,440
4.65% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$11,304
4.6% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$10,292
4.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
ACN IBM 2 stocks |
$1,651
0.67% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$1,502
0.61% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,262
0.51% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$595
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$376
0.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
SO 1 stocks |
$256
0.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$224
0.09% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
REAX 1 stocks |
$52
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|