HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD SPECIALIZED FUNDS (VIG) |
128,837 | +1,018 | $23,527 |
| VIG | 128,837 | +1,018 | $23,527 |
| VANGUARD INDEX FDS (VO) |
92,479 | +1,130 | $23,107 |
| VO | 92,479 | +1,130 | $23,107 |
| ISHARES INC (ACWV) |
206,249 | +5,952 | $21,712 |
| ACWV | 206,249 | +5,952 | $21,712 |
| INVESCO EXCH TRD SLF IDX FD |
573,261 | +24,562 | $21,652 |
| OMFS | 573,261 | +24,562 | $21,652 |
| FIRST TR EXCHANGE TRADED FD (LMBS) |
379,817 | -25,115 | $18,326 |
| LMBS | 379,817 | -25,115 | $18,326 |
| ALPS ETF TR (AMLP) |
318,105 | +2,426 | $15,097 |
| AMLP | 318,105 | +2,426 | $15,097 |
| INVESCO EXCHANGE TRADED FD T (PPA) |
132,823 | -1,563 | $13,491 |
| PPA | 132,823 | -1,563 | $13,491 |
| AMAZON COM INC |
61,176 | -5,297 | $11,035 |
| AMZN | 61,176 | -5,297 | $11,035 |
 BERKSHIRE HATHAWAY INC DEL |
$10,394 | ||
| BRK.B | 24,716 | -441 | $10,394 |
| ALPHABET INC |
66,096 | -1,955 | $10,064 |
| GOOG | 66,096 | -1,955 | $10,064 |
| APPLE INC |
49,490 | +1,241 | $8,487 |
| AAPL | 49,490 | +1,241 | $8,487 |
| PACER FDS TR |
126,746 | +2,788 | $7,365 |
| COWZ | 126,746 | +2,788 | $7,365 |
| VANGUARD INDEX FDS (VOO) |
11,024 | +11,024 | $5,299 |
| VOO | 11,024 | +11,024 | $5,299 |
| ACCENTURE PLC IRELAND |
4,460 | -345 | $1,546 |
| ACN | 4,460 | -345 | $1,546 |
| PACER FDS TR |
34,975 | +1,585 | $1,214 |
| GCOW | 34,975 | +1,585 | $1,214 |
| VANGUARD INDEX FDS (VTI) |
4,153 | UNCH | $1,079 |
| VTI | 4,153 | UNCH | $1,079 |
| TESLA INC |
4,310 | UNCH | $758 |
| TSLA | 4,310 | UNCH | $758 |
| ISHARES TR (ICSH) |
10,240 | +836 | $518 |
| ICSH | 10,240 | +836 | $518 |
| NVIDIA CORPORATION |
382 | +382 | $345 |
| NVDA | 382 | +382 | $345 |
| ALPHABET INC |
1,885 | +100 | $285 |
| GOOGL | 1,885 | +100 | $285 |
| WALMART INC |
3,832 | +2,555 | $231 |
| WMT | 3,832 | +2,555 | $231 |
| SOUTHERN CO |
3,180 | UNCH | $228 |
| SO | 3,180 | UNCH | $228 |
| PROCTER AND GAMBLE CO |
1,398 | +1,398 | $227 |
| PG | 1,398 | +1,398 | $227 |
| INTERNATIONAL BUSINESS MACHS |
1,148 | +1,148 | $219 |
| IBM | 1,148 | +1,148 | $219 |
| VANGUARD WORLD FD (VGT) |
404 | +404 | $212 |
| VGT | 404 | +404 | $212 |
See Full List: All Stocks Held By Searcy Financial Services Inc. ADV
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Searcy Financial Services Inc. ADV
|
Size ($ in 1000's)
At 03/31/2024: $196,455 At 12/31/2023: $180,261 Searcy Financial Services Inc. ADV holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Searcy Financial Services Inc. ADV 13F filings. Link to 13F filings: SEC filings |
