Searcy Financial Services Inc Buys First Trust DJ Internet Index Fund, Apple Inc, Sells Vanguard High Dividend Yield, SPDR Select Sector Fund - Consumer Discretionary, Aberdeen Standard Physical Palladium Shares

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Apr 15, 2020
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Investment company Searcy Financial Services Inc (Current Portfolio) buys First Trust DJ Internet Index Fund, Apple Inc, sells Vanguard High Dividend Yield, SPDR Select Sector Fund - Consumer Discretionary, Aberdeen Standard Physical Palladium Shares, Vanguard Long-Term Government Bond ETF, iShares Edge MSCI Min Vol Global during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Searcy Financial Services Inc . As of 2020Q1, Searcy Financial Services Inc owns 10 stocks with a total value of $53 million. These are the details of the buys and sells.

For the details of SEARCY FINANCIAL SERVICES INC 's stock buys and sells, go to https://www.gurufocus.com/guru/searcy+financial+services+inc+/current-portfolio/portfolio

These are the top 5 holdings of SEARCY FINANCIAL SERVICES INC
  1. First Trust DJ Internet Index Fund (FDN) - 62,065 shares, 14.43% of the total portfolio. New Position
  2. SPDR Select Sector Fund - Consumer Staples (XLP) - 136,762 shares, 14.00% of the total portfolio. Shares reduced by 0.09%
  3. iShares Morningstar Small-Cap Growth (JKK) - 40,078 shares, 12.52% of the total portfolio. Shares reduced by 40.1%
  4. Vanguard Mid-Cap (VO) - 49,918 shares, 12.35% of the total portfolio. Shares reduced by 42.4%
  5. iShares Edge MSCI Min Vol Global (ACWV) - 80,081 shares, 12.09% of the total portfolio. Shares reduced by 46.74%
New Purchase: First Trust DJ Internet Index Fund (FDN)

Searcy Financial Services Inc initiated holding in First Trust DJ Internet Index Fund. The purchase prices were between $107.38 and $154.58, with an estimated average price of $138.67. The stock is now traded at around $136.26. The impact to a portfolio due to this purchase was 14.43%. The holding were 62,065 shares as of .

Added: Apple Inc (AAPL)

Searcy Financial Services Inc added to a holding in Apple Inc by 1738.69%. The purchase prices were between $224.37 and $327.2, with an estimated average price of $295.01. The stock is now traded at around $284.10. The impact to a portfolio due to this purchase was 9.99%. The holding were 22,101 shares as of .

Sold Out: Vanguard High Dividend Yield (VYM)

Searcy Financial Services Inc sold out a holding in Vanguard High Dividend Yield. The sale prices were between $60.97 and $94.78, with an estimated average price of $86.65.

Sold Out: SPDR Select Sector Fund - Consumer Discretionary (XLY)

Searcy Financial Services Inc sold out a holding in SPDR Select Sector Fund - Consumer Discretionary. The sale prices were between $87.45 and $132.32, with an estimated average price of $119.04.

Sold Out: Aberdeen Standard Physical Palladium Shares (PALL)

Searcy Financial Services Inc sold out a holding in Aberdeen Standard Physical Palladium Shares. The sale prices were between $148.21 and $272.69, with an estimated average price of $216.47.

Sold Out: Vanguard Long-Term Government Bond ETF (VGLT)

Searcy Financial Services Inc sold out a holding in Vanguard Long-Term Government Bond ETF. The sale prices were between $83.27 and $105.03, with an estimated average price of $90.98.

Sold Out: Whirlpool Corp (WHR)

Searcy Financial Services Inc sold out a holding in Whirlpool Corp. The sale prices were between $64.22 and $156.67, with an estimated average price of $132.26.

Sold Out: Honeywell International Inc (HON)

Searcy Financial Services Inc sold out a holding in Honeywell International Inc. The sale prices were between $103.86 and $183.23, with an estimated average price of $164.66.



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