Searcy Financial Services Inc /Adv Top Holdings and 13F Report (2024) → What is Medicare Supplement Insurance? (From Tranzact) (Ad) About Searcy Financial Services Inc /AdvInvestment ActivitySearcy Financial Services Inc /Adv has $196.45 million in total holdings as of March 31, 2024.Searcy Financial Services Inc /Adv owns shares of 26 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 4.64% of the portfolio was purchased this quarter.About 1.51% of the portfolio was sold this quarter.This quarter, Searcy Financial Services Inc /Adv has purchased 21 new stocks and bought additional shares in 11 stocks.Searcy Financial Services Inc /Adv sold shares of 6 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Dividend Appreciation ETF $23,526,988Vanguard Mid-Cap ETF $23,106,770iShares MSCI Global Min Vol Factor ETF $21,711,881Invesco Russell 2000 Dynamic Multifactor ETF $21,652,055First Trust Low Duration Opportunities ETF $18,326,172 Largest New Holdings this Quarter Vanguard S&P 500 ETF $5,299,208 HoldingNVIDIA $345,169 HoldingProcter & Gamble $226,853 HoldingInternational Business Machines $219,222 HoldingVanguard Information Technology ETF $211,921 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 11,024 shares (about $5.30M)Invesco Russell 2000 Dynamic Multifactor ETF 24,562 shares (about $927.71K)iShares MSCI Global Min Vol Factor ETF 5,952 shares (about $626.57K)NVIDIA 382 shares (about $345.17K)Vanguard Mid-Cap ETF 1,130 shares (about $282.34K) Largest Sales this Quarter First Trust Low Duration Opportunities ETF 25,115 shares (about $1.21M)Amazon.com 5,297 shares (about $955.47K)Alphabet 1,955 shares (about $297.67K)Berkshire Hathaway 441 shares (about $185.45K)Invesco Aerospace & Defense ETF 1,563 shares (about $158.75K) 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 PortfolioSectorVIGVanguard Dividend Appreciation ETF$23,526,988$185,897 ▲0.8%128,83712.0%ETFVOVanguard Mid-Cap ETF$23,106,770$282,341 ▲1.2%92,47911.8%ETFACWViShares MSCI Global Min Vol Factor ETF$21,711,881$626,568 ▲3.0%206,24911.1%ETFOMFSInvesco Russell 2000 Dynamic Multifactor ETF$21,652,055$927,706 ▲4.5%573,26111.0%ETFLMBSFirst Trust Low Duration Opportunities ETF$18,326,172$1,211,799 ▼-6.2%379,8179.3%ManufacturingAMLPAlerian MLP ETF$15,097,246$115,138 ▲0.8%318,1057.7%ETFPPAInvesco Aerospace & Defense ETF$13,490,794$158,753 ▼-1.2%132,8236.9%ETFAMZNAmazon.com$11,034,927$955,473 ▼-8.0%61,1765.6%Retail/WholesaleBRK.BBerkshire Hathaway$10,393,588$185,450 ▼-1.8%24,7165.3%FinanceGOOGAlphabet$10,063,777$297,668 ▼-2.9%66,0965.1%Computer and TechnologyAAPLApple$8,486,589$212,808 ▲2.6%49,4904.3%Computer and TechnologyCOWZPacer US Cash Cows 100 ETF$7,365,193$162,010 ▲2.2%126,7463.7%ETFVOOVanguard S&P 500 ETF$5,299,208$5,299,208 ▲New Holding11,0242.7%ETFACNAccenture$1,545,881$119,580 ▼-7.2%4,4600.8%Business ServicesGCOWPacer Global Cash Cows Dividend ETF$1,213,622$54,999 ▲4.7%34,9750.6%ETFVTIVanguard Total Stock Market ETF$1,079,3650.0%4,1530.5%ETFTSLATesla$757,6550.0%4,3100.4%Auto/Tires/TrucksICSHBlackRock Ultra Short-Term Bond ETF$517,728$42,268 ▲8.9%10,2400.3%ETFNVDANVIDIA$345,169$345,169 ▲New Holding3820.2%Computer and TechnologyGOOGLAlphabet$284,503$15,093 ▲5.6%1,8850.1%Computer and TechnologyWMTWalmart$230,586$153,744 ▲200.1%3,8320.1%Retail/WholesaleSOSouthern$228,1330.0%3,1800.1%UtilitiesPGProcter & Gamble$226,853$226,853 ▲New Holding1,3980.1%Consumer StaplesIBMInternational Business Machines$219,222$219,222 ▲New Holding1,1480.1%Computer and TechnologyVGTVanguard Information Technology ETF$211,921$211,921 ▲New Holding4040.1%ETFREAXReal Brokerage$36,548$36,548 ▲New Holding11,7140.0%Business ServicesARCARC Document Solutions$0$36,546 ▼-100.0%00.0%Industrial ProductsShowing largest 100 holdings. 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