SF
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SEARCY FINANCIAL SERVICES INC /ADV13F | |
| SEARCY FINANCIAL SERVICES INC /ADV | |
| Last update 2025-04-17 | 26 Stocks (2 new) |
| Value $231.00 Mil | Turnover 20 % |
SEARCY FINANCIAL SERVICES INC ... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACWV |
iShares MSCI Global Min Vol Factor ETF
iShares MSCI Global Min Vol Factor ETF
| 218,923 | 25,476.1 | +2.67% | 11.020 | +0.29% | 0.750 | +10.57% | +9.31% | 3,332.3 | ||
VO | Vanguard Mid-Cap ETF | 96,480 | 24,951.6 | +2.03% | 10.790 | +0.22% | 0.030 | +21.64% | +7.49% | 75,612.7 | ||
SCHX | Schwab U.S. Large-Cap ETF | 1,088,857 | 24,042.0 | New Holding | 10.400 | +10.40% | 0.050 | +23.72% | +6.47% | 56,105.4 | ||
SMLF |
iShares U.S. Small-Cap Equity Factor ETF
iShares U.S. Small-Cap Equity Factor ETF
| 362,787 | 22,550.9 | +2.91% | 9.760 | +0.28% | 1.300 | +24.45% | +2.83% | 1,846.0 | ||
LMBS |
First Trust Low Duration Mortgage Opportunities ET
First Trust Low Duration Mortgage Opportunities ET
| 390,292 | 19,186.8 | +2.55% | 8.300 | +0.21% | 0.390 | +1.78% | +2.92% | 5,087.0 | ||
AMLP | Alerian MLP ETF | 333,971 | 17,346.5 | +1.19% | 7.500 | +0.09% | 0.160 | +7.64% | +4.67% | 10,372.1 | ||
PPA | Invesco Aerospace & Defense ETF | 128,355 | 14,959.8 | +0.11% | 6.470 | +0.01% | 0.330 | +34.69% | +23.71% | 5,834.1 | ||
VFH | Vanguard Financials ETF | 109,871 | 13,126.3 | New Holding | 5.680 | +5.68% | 0.100 | +22.08% | +9.39% | 11,590.8 | ||
BRK.B | Berkshire Hathaway Inc | 24,234 | 12,906.6 | -0.81% | 5.580 | -0.04% | 0.000 | -2.51% | +5.47% | 1,031,376.3 | Insurance | |
COWZ | Pacer US Cash Cows 100 ETF | 227,030 | 12,432.2 | +76.17% | 5.380 | +2.33% | 0.050 | +15.58% | +0.05% | 21,042.2 |
SEARCY FINANCIAL SERVICES INC /ADV's Historical Top Holdings Breakdowns
SEARCY FINANCIAL SERVICES INC /ADV's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VIG | Vanguard Dividend Appreciation FTF | 2025-03-31 | Sold Out Sold Out | -11.84% | 190.34 ($198.85) 205.23 | $206.08 | 3.64% | Sold Out | 0 | -130,921 | |
SCHX | Schwab U.S. Large-Cap ETF | 2025-03-31 | New Buy New Buy | +10.40% | 21.75 ($23.28) 24.28 | $24.50 | 5.26% | New holding | 1,088,857 | 1,088,857 | |
VFH | Vanguard Financials ETF | 2025-03-31 | New Buy New Buy | +5.68% | 114.07 ($121.84) 127.34 | $128.13 | 5.16% | New holding | 109,871 | 109,871 | |
COWZ | Pacer US Cash Cows 100 ETF | 2025-03-31 | Add Add | +2.33% | 53.6 ($56.92) 58.97 | $56.05 | -1.53% | Add 76.17% | 227,030 | 98,163 | |
GCOW | Pacer Global Cash Cows Dividend ETF | 2025-03-31 | Sold Out Sold Out | -0.56% | 33.63 ($35.72) 37.64 | $38.13 | 6.75% | Sold Out | 0 | -35,916 | |
ACWV |
iShares MSCI Global Min Vol Factor ETF
iShares MSCI Global Min Vol Factor ETF
| 2025-03-31 | Add Add | +0.29% | 107.24 ($112.99) 116.37 | $118.17 | 4.58% | Add 2.67% | 218,923 | 5,688 | |
SMLF |
iShares U.S. Small-Cap Equity Factor ETF
iShares U.S. Small-Cap Equity Factor ETF
| 2025-03-31 | Add Add | +0.28% | 60.91 ($67.26) 71.4 | $69.01 | 2.60% | Add 2.91% | 362,787 | 10,263 | |
VO | Vanguard Mid-Cap ETF | 2025-03-31 | Add Add | +0.22% | 251.87 ($268.43) 277.95 | $281.20 | 4.76% | Add 2.03% | 96,480 | 1,924 | |
LMBS |
First Trust Low Duration Mortgage Opportunities ET
First Trust Low Duration Mortgage Opportunities ET
| 2025-03-31 | Add Add | +0.21% | 48.37 ($48.86) 49.23 | $49.05 | 0.40% | Add 2.55% | 390,292 | 9,704 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +0.20% | 507.05 ($540.58) 563.67 | $569.62 | 5.37% | Add 7.65% | 12,510 | 889 |
SEARCY FINANCIAL SERVICES INC /ADV Total Holding History ($B)
SEARCY FINANCIAL SERVICES INC /ADV's Asset Allocation
SEARCY FINANCIAL SERVICES INC /ADV Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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SEARCY FINANCIAL SERVICES INC /ADV's Hypothetical Growth since 2025-03-31
SEARCY FINANCIAL SERVICES INC /ADV's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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SEARCY FINANCIAL SERVICES INC /ADV's Holdings Heat Map
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SEARCY FINANCIAL SERVICES INC /ADV's Holdings Bubble Chart
SEARCY FINANCIAL SERVICES INC /ADV News
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