Searcy Financial Services Inc /Adv Top Holdings and 13F Report (2025) About Searcy Financial Services Inc /AdvInvestment ActivitySearcy Financial Services Inc /Adv has $216.56 million in total holdings as of December 31, 2024.Searcy Financial Services Inc /Adv owns shares of 26 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 0.65% of the portfolio was purchased this quarter.About 0.84% of the portfolio was sold this quarter.This quarter, Searcy Financial Services Inc /Adv has purchased 26 new stocks and bought additional shares in 6 stocks.Searcy Financial Services Inc /Adv sold shares of 12 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Dividend Appreciation ETF $25,638,209Vanguard Mid-Cap ETF $24,975,135iShares U.S. Small Cap Equity Factor ETF $23,795,370iShares MSCI Global Min Vol Factor ETF $23,285,277First Trust Low Duration Opportunities ETF $18,523,234 Largest Purchases this Quarter First Trust Low Duration Opportunities ETF 22,080 shares (about $1.07M)iShares MSCI Global Min Vol Factor ETF 1,445 shares (about $157.79K)Alerian MLP ETF 2,516 shares (about $121.17K)Pacer Global Cash Cows Dividend ETF 1,323 shares (about $44.64K)Tesla 25 shares (about $10.10K) Largest Sales this Quarter Amazon.com 2,499 shares (about $548.26K)Invesco Aerospace & Defense ETF 2,759 shares (about $316.54K)Alphabet 1,210 shares (about $230.43K)Apple 816 shares (about $204.34K)Vanguard Mid-Cap ETF 515 shares (about $136.03K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSearcy Financial Services Inc /Adv Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVIGVanguard Dividend Appreciation ETF$25,638,209$47,391 ▼-0.2%130,92111.8%ETFVOVanguard Mid-Cap ETF$24,975,135$136,027 ▼-0.5%94,55611.5%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$23,795,370$71,618 ▼-0.3%352,52411.0%ETFACWViShares MSCI Global Min Vol Factor ETF$23,285,277$157,794 ▲0.7%213,23510.8%ETFLMBSFirst Trust Low Duration Opportunities ETF$18,523,234$1,074,635 ▲6.2%380,5888.6%ManufacturingAMLPAlerian MLP ETF$15,894,826$121,171 ▲0.8%330,0427.3%ETFPPAInvesco Aerospace & Defense ETF$14,710,099$316,540 ▼-2.1%128,2156.8%ETFAMZNAmazon.com$12,720,890$548,256 ▼-4.1%57,9835.9%Retail/WholesaleAAPLApple$12,024,710$204,343 ▼-1.7%48,0185.6%Computer and TechnologyGOOGAlphabet$11,884,800$230,433 ▼-1.9%62,4075.5%Computer and TechnologyBRK.BBerkshire Hathaway$11,074,101$113,320 ▼-1.0%24,4315.1%FinanceCOWZPacer US Cash Cows 100 ETF$7,278,432$69,640 ▼-0.9%128,8673.4%ETFVOOVanguard S&P 500 ETF$6,261,263$7,543 ▼-0.1%11,6212.9%ETFTSLATesla$1,799,915$10,096 ▲0.6%4,4570.8%Auto/Tires/TrucksACNAccenture$1,558,4300.0%4,4300.7%Computer and TechnologyGCOWPacer Global Cash Cows Dividend ETF$1,211,818$44,638 ▲3.8%35,9160.6%ETFVTIVanguard Total Stock Market ETF$1,203,5810.0%4,1530.6%ETFNVDANVIDIA$521,3260.0%3,8820.2%Computer and TechnologyICSHiShares Ultra Short-Term Bond Active ETF$490,026$15,633 ▼-3.1%9,7170.2%ETFWMTWalmart$346,8480.0%3,8390.2%Retail/WholesaleGOOGLAlphabet$307,855$49,227 ▼-13.8%1,6260.1%Computer and TechnologySOSouthern$261,7780.0%3,1800.1%UtilitiesIBMInternational Business Machines$252,3650.0%1,1480.1%Computer and TechnologyVGTVanguard Information Technology ETF$251,3110.0%4040.1%ETFPGProcter & Gamble$235,666$335 ▲0.1%1,4060.1%Consumer StaplesREAXReal Brokerage$53,8840.0%11,7140.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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