Searcy-Financial-Services-Inc-Adv
AI_NATIVE detailed information: This accession holds the following tickers:[ "ACN", "GOOGL", "REAX", null, null, "AAPL", "NVDA", "PG", null, "SCHX", "IBM", "VO", "ACWV", null, null, "AMZN", "VGT", "VFH", "VOO", "WMT", "SO", null, "BRK-B", "GOOG", "TSLA", "VTI" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-17
- Total Holdings
- 26
- Total Value
- 231141257
- Accession Number
- 0000354923-25-000004
- Form Type
- 13F-HR
- Manager Name
- Searcy-Financial-Services-Inc-Adv
Data Enrichment
77% identified20 identified6 unidentified
Holdings
26 positions • $231.1M total value
Manager:
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Shares:1.1K
Value:$285.5K
% of Portfolio:0.1% ($285.5K/$231.1M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 1.1K | All Managers (Combined) | $285.5K | 0.1% ($285.5K/$231.1M) | |||
SOUTHERN CO(SOcusip842587107) | 3.0K | QoQ -5.09% (-162)YoY -5.09% (-162) | All Managers (Combined) | $277.5K | 0.1% ($277.5K/$231.1M) | |
Alphabet Inc.(GOOGLcusip02079K305) | 1.6K | QoQ +0.06% (-1) | All Managers (Combined) | $251.6K | 0.1% ($251.6K/$231.1M) | |
| 1.4K | QoQ +0.21% (+3)YoY +0.78% (+11) | All Managers (Combined) | $240.1K | 0.1% ($240.1K/$231.1M) | ||
| 404 | All Managers (Combined) | $219.2K | 0.1% ($219.2K/$231.1M) | |||
| 11.7K | All Managers (Combined) | $47.6K | 0.0% ($47.6K/$231.1M) |