SEARCY FINANCIAL SERVICES INC /ADV has disclosed 25 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2025-06-30. The current portfolio value is calculated to be $246.00 Mil. The turnover rate is 22%.
In SEARCY FINANCIAL SERVICES INC /ADV's current portfolio as of 2025-06-30, the top 5 holdings are
iShares Russell Top 200 ETF (IWL), Vanguard Mid-Cap ETF (VO), iShares MSCI Global Min Vol Factor ETF (ACWV), Vanguard Small Cap ETF (VB), First Trust Low Duration Mortgage Opportunities ET (LMBS), not including call and put options.
SEARCY FINANCIAL SERVICES INC /ADV did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for SEARCY FINANCIAL SERVICES INC /ADV, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for SEARCY FINANCIAL SERVICES INC /ADV, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for SEARCY FINANCIAL SERVICES INC /ADV.