$167 Million is the total value of SEARCY FINANCIAL SERVICES INC /ADV's 19 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 25.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $18,346,000 | +16.5% | 88,726 | -0.7% | 10.96% | -6.9% |
| FDN | Sell | FIRST TR EXCHANGE-TRADED FDdj internt idx | $9,667,000 | +11.2% | 45,549 | -1.3% | 5.78% | -11.2% |
| DIS | Sell | DISNEY WALT CO | $7,884,000 | +46.0% | 43,516 | -0.0% | 4.71% | +16.7% |
| VRTX | Exit | VERTEX PHARMACEUTICALS INC | $0 | – | -20,984 | -100.0% | -4.27% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 20 | Q3 2023 | 17.0% |
| BERKSHIRE HATHAWAY INC DEL | 20 | Q3 2023 | 7.4% |
| APPLE INC | 20 | Q3 2023 | 8.9% |
| ACCENTURE PLC IRELAND | 20 | Q3 2023 | 2.1% |
| ISHARES INC | 19 | Q3 2023 | 14.1% |
| ISHARES TR | 19 | Q3 2023 | 24.5% |
| VANGUARD WORLD FDS | 16 | Q3 2022 | 14.1% |
| VANGUARD SPECIALIZED FUNDS | 14 | Q3 2023 | 12.4% |
| INVESCO EXCHANGE TRADED FD T | 14 | Q3 2023 | 6.8% |
| CERNER CORP | 14 | Q1 2022 | 1.0% |
View SEARCY FINANCIAL SERVICES INC /ADV's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-01-13 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-01-18 |
View SEARCY FINANCIAL SERVICES INC /ADV's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.