Searcy Financial Services Inc /adv
CIK Number: 0000354923
231.14M
Market Value
26
# of Holdings
12 months
Avg. Holding Period
50.00%
Win Rate
14.05%
Peformance 3-Years
Main Sectors:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VIG | Vanguard Divide... | 200.24 | -1.18% | 130.92K | -0.18% | 25.64M | 122.9 | 11.84% |
| 2 | VO | Vanguard Mid Ca... | 271.09 | -1.17% | 94.56K | -0.54% | 24.98M | 179.77 | 11.53% |
| 3 | SMLF | iShares MSCI US... | 65.42 | -1.54% | 352.52K | -0.3% | 23.8M | 60.67 | 10.99% |
| 4 | ACWV | iShares MSCI Gl... | 118.16 | -0.73% | 213.24K | +0.68% | 23.29M | 97.75 | 10.75% |
| 5 | LMBS | First Trust Low... | 49.07 | -0.12% | 380.59K | +6.16% | 18.52M | 48.25 | 8.55% |
| 6 | AMLP | Alerian MLP ETF | 49.16 | -0.16% | 330.04K | +0.77% | 15.89M | 37.71 | 7.34% |
| 7 | PPA | Invesco Aerospa... | 136.42 | +0.40% | 128.22K | -2.11% | 14.71M | 56.36 | 6.79% |
| 8 | AMZN | Amazon.com, Inc... | 212.00 | -0.58% | 57.98K | -4.13% | 12.72M | 84.72 | 5.87% |
| 9 | AAPL | Apple Inc. | 196.25 | -1.48% | 48.02K | -1.67% | 12.02M | 122.97 | 5.55% |
| 10 | GOOG | Alphabet Inc. | 175.82 | -0.65% | 62.41K | -1.9% | 11.88M | 88.74 | 5.49% |
| 11 | BRK-B | Berkshire Hatha... | 487.18 | -0.64% | 24.43K | -1.01% | 11.07M | 251.93 | 5.11% |
| 12 | COWZ | Pacer US Cash C... | 54.78 | -0.93% | 128.87K | -0.95% | 7.28M | 42.17 | 3.36% |
| 13 | VOO | Vanguard 500 In... | 548.74 | -1.12% | 11.62K | -0.12% | 6.26M | 482.23 | 2.89% |
| 14 | TSLA | Tesla, Inc. | 325.34 | +1.95% | 4.46K | +0.56% | 1.8M | 203.21 | 0.83% |
| 15 | ACN | Accenture plc | 311.64 | -2.04% | 4.43K | 0.00% | 1.56M | 277.78 | 0.72% |
| 16 | GCOW | Pacer Global Ca... | 38.32 | -0.62% | 35.92K | +3.82% | 1.21M | 28.74 | 0.56% |
| 17 | VTI | Vanguard Total ... | 293.55 | -1.19% | 4.15K | 0.00% | 1.2M | 227.43 | 0.56% |
| 18 | NVDA | NVIDIA Corporat... | 141.91 | -2.13% | 3.88K | 0.00% | 521.33K | 94.72 | 0.24% |
| 19 | ICSH | iShares Ultra S... | 50.55 | +0.01% | 9.72K | -3.09% | 490.03K | 50.24 | 0.23% |
| 20 | WMT | Walmart Inc. | 94.42 | -0.43% | 3.84K | 0.00% | 346.85K | 52.43 | 0.16% |
| 21 | GOOGL | Alphabet Inc. | 174.62 | -0.61% | 1.63K | -13.79% | 307.86K | 121.62 | 0.14% |
| 22 | SO | The Southern Co... | 90.34 | -0.02% | 3.18K | 0.00% | 261.78K | 64.72 | 0.12% |
| 23 | IBM | International B... | 277.18 | -1.37% | 1.15K | 0.00% | 252.37K | 221.08 | 0.12% |
| 24 | VGT | Vanguard Inform... | 623.31 | -1.65% | 404 | 0.00% | 251.31K | 525.42 | 0.12% |
| 25 | PG | The Procter & G... | 160.25 | -1.79% | 1.41K | +0.14% | 235.67K | 160.64 | 0.11% |
| 26 | REAX | The Real Broker... | 4.09 | -1.56% | 11.71K | 0.00% | 53.88K | 3.12 | 0.02% |