Searcy Financial Services Inc /adv

CIK Number: 0000354923

245.99M
Market Value
26
# of Holdings
12 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 17, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 ACWV iShares MSCI Gl...
118.82
-0.54% 218.92K +2.67% 25.48M 98.23 11.02% Share
2 VO Vanguard Mid Ca...
286.38
-0.71% 96.48K +2.03% 24.95M 181.35 10.79% Share
3 SCHX Schwab U.S. Lar...
25.52
-0.06% 1.09M +100.00% 24.04M 22.08 10.40% Share
4 SMLF iShares MSCI US...
70.93
-1.25% 362.79K +2.91% 22.55M 60.71 9.76% Share
5 LMBS First Trust Low...
49.54
-0.01% 390.29K +2.55% 19.19M 48.28 8.30% Share
6 AMLP Alerian MLP ETF
48.23
-0.41% 333.97K +1.19% 17.35M 37.88 7.50% Share
7 PPA Invesco Aerospa...
146.86
-0.73% 128.35K +0.11% 14.96M 56.43 6.47% Share
8 VFH Vanguard Financ...
129.72
+0.42% 109.87K +100.00% 13.13M 119.47 5.68% Share
9 BRK-B Berkshire Hatha...
479.02
+0.36% 24.23K -0.81% 12.91M 251.93 5.58% Share
10 COWZ Pacer US Cash C...
56.69
-0.39% 227.03K +76.17% 12.43M 47.61 5.38% Share
11 AMZN Amazon.com, Inc...
230.94
+2.84% 57.27K -1.24% 10.9M 84.72 4.71% Share
12 AAPL Apple Inc.
232.81
-0.22% 49K +2.04% 10.88M 124.95 4.71% Share
13 GOOG Alphabet Inc.
203.77
+0.36% 62.32K -0.13% 9.74M 88.74 4.21% Share
14 VOO Vanguard S&P 50...
592.77
-0.01% 12.51K +7.65% 6.43M 484.48 2.78% Share
15 ACN Accenture plc
246.13
+0.18% 4.43K 0.00% 1.38M 277.78 0.60% Share
16 TSLA Tesla, Inc.
335.58
-1.12% 4.47K +0.29% 1.16M 203.37 0.50% Share
17 VTI Vanguard Total ...
317.25
-0.13% 4.15K 0.00% 1.14M 227.43 0.49% Share
18 ICSH iShares Ultra S...
50.62
+0.01% 9.24K -4.9% 468.52K 50.24 0.20% Share
19 NVDA NVIDIA Corporat...
182.02
+0.24% 3.77K -2.86% 408.71K 94.72 0.18% Share
20 WMT Walmart Inc.
100.84
-0.15% 3.84K +0.08% 337.25K 52.46 0.15% Share
21 IBM International B...
237.04
-1.26% 1.15K 0.00% 285.46K 221.08 0.12% Share
22 SO The Southern Co...
94.18
-0.64% 3.02K -5.09% 277.5K 64.72 0.12% Share
23 GOOGL Alphabet Inc.
202.88
+0.46% 1.63K +0.06% 251.56K 121.64 0.11% Share
24 PG The Procter & G...
153.70
-1.1% 1.41K +0.21% 240.06K 160.66 0.10% Share
25 VGT Vanguard Inform...
704.44
-0.4% 404 0.00% 219.21K 525.42 0.09% Share
26 REAX The Real Broker...
4.47
-0.67% 11.71K 0.00% 47.56K 3.12 0.02% Share