The Analysis of SEARCY FINANCIAL SERVICES INC /ADV's Holdings


Currently, SEARCY FINANCIAL SERVICES INC /ADV holds 25 types of securities in its portfolio with a total value $269.8M. In the most recent quarter, they have increased their positions in N/A (+23.3K shares, valued at $1.1M), LMBS (+14.7K shares, valued at $737.0K), ACWV (+5.6K shares, valued at $661.3K); decreased their positions in N/A (-10.4K shares, valued at $3.3M), PPA (-4.7K shares, valued at $738.5K), AAPL (-1.9K shares, valued at $507.8K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
IWL ISHARES TR178.0K shares-0.28%2025-12-312026-01-22history
VO VANGUARD INDEX FDS98.6K shares0.91%2025-12-312026-01-22history
VB VANGUARD INDEX FDS109.3K shares1.42%2025-12-312026-01-22history
ACWV ISHARES INC228.7K shares2.50%2025-12-312026-01-22history
LMBS FIRST TR EXCHANGE-TRADED FD422.2K shares3.62%2025-12-312026-01-22history
PPA INVESCO EXCHANGE TRADED FD T112.9K shares-4.01%2025-12-312026-01-22history
ALPS ETF TR ALPS ETF TR375.7K shares6.62%2025-12-312026-01-22history
ALPHABET INC ALPHABET INC51.1K shares-16.87%2025-12-312026-01-22history
Sponsored
VFH VANGUARD WORLD FD111.4K shares0.46%2025-12-312026-01-22history
COWZ PACER FDS TR237.7K shares0.78%2025-12-312026-01-22history
AAPL APPLE INC48.1K shares-3.74%2025-12-312026-01-22history
AMZN AMAZON COM INC55.6K shares-1.78%2025-12-312026-01-22history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL23.8K shares0.49%2025-12-312026-01-22history
VANGUARD INDEX FDS VANGUARD INDEX FDS13.2K shares0.26%2025-12-312026-01-22history
TSLA TESLA INC4.8K shares0.00%2025-12-312026-01-22history
VTI VANGUARD INDEX FDS4.2K shares0.00%2025-12-312026-01-22history
Sponsored
ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND4.3K shares0.00%2025-12-312026-01-22history
NVDA NVIDIA CORPORATION3.9K shares0.00%2025-12-312026-01-22history
ICSH ISHARES TR13.2K shares43.99%2025-12-312026-01-22history
WMT WALMART INC3.9K shares0.00%2025-12-312026-01-22history
IBM INTERNATIONAL BUSINESS MACHS1.1K shares0.00%2025-12-312026-01-22history
ALPHABET INC ALPHABET INC913 shares0.00%2025-12-312026-01-22history
SO SOUTHERN CO2.4K shares-13.56%2025-12-312026-01-22history
PG PROCTER AND GAMBLE CO1.4K shares0.00%2025-12-312026-01-22history
Sponsored
REAX THE REAL BROKERAGE INC11.7K shares0.00%2025-12-312026-01-22history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available