Searcy Financial Services Inc Portfolio Holdings by Sector
Searcy Financial Services Inc
- $215 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VO VIG SMLF ACWV LMBS AMLP PPA COWZ 12 stocks |
$160,517
74.74% of portfolio
|
  4  
|
  7  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$12,720
5.92% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG GOOGL 2 stocks |
$12,191
5.68% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$12,024
5.6% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$11,074
5.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
ACN IBM 2 stocks |
$1,810
0.84% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$1,799
0.84% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,203
0.56% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$521
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$346
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
SO 1 stocks |
$261
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$235
0.11% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
REAX 1 stocks |
$53
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|