Searcy Financial Services Inc /Adv Top Holdings and 13F Report (2025) About Searcy Financial Services Inc /AdvInvestment ActivitySearcy Financial Services Inc /Adv has $231.14 million in total holdings as of March 31, 2025.Searcy Financial Services Inc /Adv owns shares of 26 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 19.78% of the portfolio was purchased this quarter.About 11.75% 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 6 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares MSCI Global Min Vol Factor ETF $25,476,066Vanguard Mid-Cap ETF $24,951,629Schwab US Large-Cap ETF $24,041,963iShares U.S. Small Cap Equity Factor ETF $22,550,856First Trust Low Duration Opportunities ETF $19,186,759 Largest New Holdings this Quarter 808524201 - Schwab US Large-Cap ETF $24,041,963 Holding92204A405 - Vanguard Financials ETF $13,126,308 Holding Largest Purchases this Quarter Schwab US Large-Cap ETF 1,088,857 shares (about $24.04M)Vanguard Financials ETF 109,871 shares (about $13.13M)Pacer US Cash Cows 100 ETF 98,163 shares (about $5.38M)iShares MSCI Global Min Vol Factor ETF 5,688 shares (about $661.91K)iShares U.S. Small Cap Equity Factor ETF 10,263 shares (about $637.95K) Largest Sales this Quarter Amazon.com 718 shares (about $136.61K)Berkshire Hathaway 197 shares (about $104.92K)iShares Ultra Short-Term Bond Active ETF 476 shares (about $24.13K)Southern 162 shares (about $14.90K)Alphabet 84 shares (about $13.12K) 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 PortfolioSectorACWViShares MSCI Global Min Vol Factor ETF$25,476,066$661,912 ▲2.7%218,92311.0%ETFVOVanguard Mid-Cap ETF$24,951,629$497,584 ▲2.0%96,48010.8%ETFSCHXSchwab US Large-Cap ETF$24,041,963$24,041,963 ▲New Holding1,088,85710.4%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$22,550,856$637,949 ▲2.9%362,7879.8%ETFLMBSFirst Trust Low Duration Opportunities ETF$19,186,759$477,049 ▲2.5%390,2928.3%ManufacturingAMLPAlerian MLP ETF$17,346,466$204,072 ▲1.2%333,9717.5%ETFPPAInvesco Aerospace & Defense ETF$14,959,783$16,317 ▲0.1%128,3556.5%ETFVFHVanguard Financials ETF$13,126,308$13,126,308 ▲New Holding109,8715.7%ETFBRK.BBerkshire Hathaway$12,906,564$104,918 ▼-0.8%24,2345.6%FinanceCOWZPacer US Cash Cows 100 ETF$12,432,165$5,375,407 ▲76.2%227,0305.4%ETFAMZNAmazon.com$10,895,239$136,607 ▼-1.2%57,2654.7%Retail/WholesaleAAPLApple$10,883,437$217,242 ▲2.0%48,9964.7%Computer and TechnologyGOOGAlphabet$9,736,785$13,123 ▼-0.1%62,3234.2%Computer and TechnologyVOOVanguard S&P 500 ETF$6,429,208$456,880 ▲7.6%12,5102.8%ETFACNAccenture$1,382,3370.0%4,4300.6%Computer and TechnologyTSLATesla$1,158,445$3,369 ▲0.3%4,4700.5%Auto/Tires/TrucksVTIVanguard Total Stock Market ETF$1,141,4110.0%4,1530.5%ETFICSHiShares Ultra Short-Term Bond Active ETF$468,518$24,133 ▼-4.9%9,2410.2%ETFNVDANVIDIA$408,711$12,030 ▼-2.9%3,7710.2%Computer and TechnologyWMTWalmart$337,247$263 ▲0.1%3,8420.1%Retail/WholesaleIBMInternational Business Machines$285,4620.0%1,1480.1%Computer and TechnologySOSouthern$277,505$14,896 ▼-5.1%3,0180.1%UtilitiesGOOGLAlphabet$251,558$155 ▲0.1%1,6270.1%Computer and TechnologyPGProcter & Gamble$240,064$511 ▲0.2%1,4090.1%Consumer StaplesVGTVanguard Information Technology ETF$219,2120.0%4040.1%ETFREAXReal Brokerage$47,5590.0%11,7140.0%Business ServicesVIGVanguard Dividend Appreciation ETF$0$25,638,209 ▼-100.0%00.0%ETFGCOWPacer Global Cash Cows Dividend ETF$0$1,211,818 ▼-100.0%00.0%ETFShowing 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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