Searcy Financial Services Inc /Adv Top Holdings and 13F Report (2025) About Searcy Financial Services Inc /AdvInvestment ActivitySearcy Financial Services Inc /Adv has $245.99 million in total holdings as of June 30, 2025.Searcy Financial Services Inc /Adv owns shares of 25 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 22.34% of the portfolio was purchased this quarter.About 19.57% of the portfolio was sold this quarter.This quarter, Searcy Financial Services Inc /Adv has purchased 26 new stocks and bought additional shares in 13 stocks.Searcy Financial Services Inc /Adv sold shares of 5 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Russell Top 200 ETF $27,414,758Vanguard Mid-Cap ETF $27,311,171iShares MSCI Global Min Vol Factor ETF $26,097,601Vanguard Small-Cap ETF $25,401,546First Trust Low Duration Opportunities ETF $19,474,925 Largest New Holdings this Quarter 464289446 - iShares Russell Top 200 ETF $27,414,758 Holding922908751 - Vanguard Small-Cap ETF $25,401,546 Holding Largest Purchases this Quarter iShares Russell Top 200 ETF 179,041 shares (about $27.41M)Vanguard Small-Cap ETF 107,189 shares (about $25.40M)Alerian MLP ETF 6,563 shares (about $320.67K)Vanguard Mid-Cap ETF 1,119 shares (about $313.13K)Pacer US Cash Cows 100 ETF 5,454 shares (about $300.52K) Largest Sales this Quarter Invesco Aerospace & Defense ETF 5,593 shares (about $792.47K)Berkshire Hathaway 683 shares (about $331.78K)Amazon.com 668 shares (about $146.55K)Southern 224 shares (about $20.57K)Accenture 34 shares (about $10.16K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSearcy Financial Services Inc /Adv Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIWLiShares Russell Top 200 ETF$27,414,758$27,414,758 ▲New Holding179,04111.1%ETFVOVanguard Mid-Cap ETF$27,311,171$313,130 ▲1.2%97,59911.1%ETFACWViShares MSCI Global Min Vol Factor ETF$26,097,601$139,913 ▲0.5%220,10310.6%ETFVBVanguard Small-Cap ETF$25,401,546$25,401,546 ▲New Holding107,18910.3%ETFLMBSFirst Trust Low Duration Opportunities ETF$19,474,925$249,157 ▲1.3%395,3507.9%ManufacturingPPAInvesco Aerospace & Defense ETF$17,394,205$792,475 ▼-4.4%122,7627.1%ETFAMLPAlerian MLP ETF$16,638,475$320,668 ▲2.0%340,5346.8%ETFVFHVanguard Financials ETF$14,064,113$77,526 ▲0.6%110,4805.7%ETFCOWZPacer US Cash Cows 100 ETF$12,809,877$300,516 ▲2.4%232,4845.2%ETFAMZNAmazon.com$12,416,816$146,553 ▼-1.2%56,5975.0%Retail/WholesaleBRK.BBerkshire Hathaway$11,440,469$331,784 ▼-2.8%23,5514.7%FinanceGOOGAlphabet$11,304,490$249,055 ▲2.3%63,7274.6%Computer and TechnologyAAPLApple$10,292,059$239,636 ▲2.4%50,1644.2%Computer and TechnologyVOOVanguard S&P 500 ETF$7,264,941$159,045 ▲2.2%12,7903.0%ETFTSLATesla$1,502,532$82,592 ▲5.8%4,7300.6%Auto/Tires/TrucksACNAccenture$1,313,920$10,162 ▼-0.8%4,3960.5%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,262,2210.0%4,1530.5%ETFNVDANVIDIA$595,7870.0%3,7710.2%Computer and TechnologyICSHiShares Ultra Short-Term Bond Active ETF$471,465$2,840 ▲0.6%9,2970.2%ETFWMTWalmart$376,211$587 ▲0.2%3,8480.2%Retail/WholesaleIBMInternational Business Machines$338,4070.0%1,1480.1%Computer and TechnologyVGTVanguard Information Technology ETF$268,0760.0%4040.1%ETFSOSouthern$256,573$20,570 ▼-7.4%2,7940.1%UtilitiesPGProcter & Gamble$224,962$478 ▲0.2%1,4120.1%Consumer StaplesREAXReal Brokerage$52,8300.0%11,7140.0%Business ServicesSCHXSchwab US Large-Cap ETF$0$24,041,963 ▼-100.0%00.0%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$0$22,550,856 ▼-100.0%00.0%ETFGOOGLAlphabet$0$251,558 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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