SF

SEARCY FINANCIAL SERVICES INC /ADV

13F
SEARCY FINANCIAL SERVICES INC /ADV
Last update 2025-07-09 25 Stocks (2 new)
Value $246.00 Mil Turnover 22 %
Countries:
SEARCY FINANCIAL SERVICES INC ... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IWL
iShares Russell Top 200 ETF
179,041
27,414.8
New Holding
11.140
+11.14%
1.590
+17.06%
+9.06%
1,774.5
 
VO
Vanguard Mid-Cap ETF
97,599
27,311.2
+1.16%
11.100
+0.13%
0.030
+13.58%
+9.73%
80,610.0
 
ACWV
iShares MSCI Global Min Vol Factor ETF
iShares MSCI Global Min Vol Factor ETF
220,103
26,097.6
+0.54%
10.610
+0.06%
0.780
+3.84%
+9.69%
3,261.4
 
VB
Vanguard Small Cap ETF
107,189
25,401.5
New Holding
10.330
+10.33%
0.040
+14.26%
+2.80%
61,621.0
 
LMBS
First Trust Low Duration Mortgage Opportunities ET
First Trust Low Duration Mortgage Opportunities ET
395,350
19,474.9
+1.30%
7.920
+0.10%
0.380
+1.64%
+3.47%
5,141.6
 
PPA
Invesco Aerospace & Defense ETF
122,762
17,394.2
-4.36%
7.070
-0.28%
0.300
+23.60%
+27.79%
6,011.8
 
AMLP
Alerian MLP ETF
340,534
16,638.5
+1.97%
6.760
+0.13%
0.160
+0.91%
+5.99%
10,543.1
 
VFH
Vanguard Financials ETF
110,480
14,064.1
+0.55%
5.720
+0.03%
0.120
+12.27%
+10.48%
12,078.3
 
COWZ
Pacer US Cash Cows 100 ETF
232,484
12,809.9
+2.40%
5.210
+0.12%
0.060
+10.66%
+1.72%
20,734.0
 
AMZN
Amazon.com Inc
56,597
12,416.8
-1.17%
5.050
-0.05%
0.000
+24.49%
+5.85%
2,465,435.5
Retail - Cyclical

SEARCY FINANCIAL SERVICES INC /ADV's Historical Top Holdings Breakdowns

SEARCY FINANCIAL SERVICES INC /ADV's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IWL
iShares Russell Top 200 ETF
2025-06-30
New Buy
New Buy
+11.14%
122.36 ($140.92) 153.12
$157.04
11.44%
New holding
179,041
179,041
SCHX
Schwab U.S. Large-Cap ETF
2025-06-30
Sold Out
Sold Out
-10.40%
19.6 ($22.6) 24.44
$25.11
11.11%
Sold Out
0
-1,088,857
VB
Vanguard Small Cap ETF
2025-06-30
New Buy
New Buy
+10.33%
193.73 ($223.07) 237.37
$245.19
9.92%
New holding
107,189
107,189
SMLF
iShares U.S. Small-Cap Equity Factor ETF
iShares U.S. Small-Cap Equity Factor ETF
2025-06-30
Sold Out
Sold Out
-9.76%
54.28 ($63.28) 67.95
$70.06
10.71%
Sold Out
0
-362,787
PPA
Invesco Aerospace & Defense ETF
2025-06-30
Reduce
Reduce
-0.28%
105.2 ($126.54) 141.69
$146.38
15.68%
Reduce -4.36%
122,762
-5,593
BRK.B
Berkshire Hathaway Inc
2025-06-30
Reduce
Reduce
-0.16%
483.48 ($508.26) 539.8
$480.60
-5.44%
Reduce -2.82%
23,551
-683
AMLP
Alerian MLP ETF
2025-06-30
Add
Add
+0.13%
45.07 ($48.55) 52.57
$49.11
1.15%
Add 1.97%
340,534
6,563
VO
Vanguard Mid-Cap ETF
2025-06-30
Add
Add
+0.13%
228.54 ($262.5) 279.83
$287.44
9.50%
Add 1.16%
97,599
1,119
COWZ
Pacer US Cash Cows 100 ETF
2025-06-30
Add
Add
+0.12%
47.46 ($52.98) 55.3
$57.04
7.66%
Add 2.4%
232,484
5,454
GOOGL
Alphabet Inc
2025-06-30
Sold Out
Sold Out
-0.11%
144.7 ($163.55) 178.6
$192.18
17.51%
Sold Out
0
-1,627

SEARCY FINANCIAL SERVICES INC /ADV Total Holding History ($B)

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SEARCY FINANCIAL SERVICES INC /ADV's Asset Allocation

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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 2025-06-30

SEARCY FINANCIAL SERVICES INC /ADV's Yearly Returns

Year Portfolio % % Excess Gain %

SEARCY FINANCIAL SERVICES INC /ADV's Holdings Heat Map

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