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  Name: SEARCY FINANCIAL SERVICES INC /ADV
  City: Overland Park
  State: KS
  Zip: 66213
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $196,455,000
  Total Value Change : $16,194,000
  Securities Held Change : 5
   
All Securities Held : 26
  New Positions : 6
  Closed Positions : 1
  Increased Positions : 11
  Unchanged Positions : 3
  Decreased Positions : 6

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Holdings Found : 11     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 1 - $181.54 $23,527,000 128,837 11.98% 1,747,000 1,018 0.034    Closed - End Fund - Debt
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 2 - $243.94 $23,107,000 92,479 11.76% 1,856,000 1,130 0.047    Closed - End Fund - E...
   (ACWV)1 Year Chart         ACWV Ishares Msci All Country Wo... 3 - $0.00 $21,712,000 206,249 11.05% 1,612,000 5,952 0.332    N/A
   (OMFS)1 Year Chart         OMFS Invesco Russell 2000 Dynami... 4 - $0.00 $21,652,000 573,261 11.02% 362,000 24,562 0.637    N/A
   (AMLP)1 Year Chart         AMLP Alerian MLP ETF 6 - $4.60 $15,097,000 318,105 7.68% 1,674,000 2,426 0.207    Closed - End Fund - Debt
   (AAPL)1 Year Chart         AAPL Apple Inc 11 - $195.87 $8,487,000 49,490 4.32% -802,000 1,241 0    Personal Computers
   (COWZ)1 Year Chart         COWZ Pacer Us Cash Cows 100 Etf 12 - $0.00 $7,365,000 126,746 3.75% 920,000 2,788 0.014    N/A
   (GCOW)1 Year Chart         GCOW Pacer Global Cash Cows Divi... 15 - $0.00 $1,214,000 34,975 0.62% 70,000 1,585 0.077    N/A
   (ICSH)1 Year Chart         ICSH Ishares Ultra Short Term Bo... 18 - $0.00 $518,000 10,240 0.26% 44,000 836 0.001    N/A
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 20 - $175.41 $285,000 1,885 0.15% 36,000 100 0    Search Engines & Info...
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 21 - $60.24 $231,000 3,832 0.12% 30,000 2,555 0    Discount, Variety Stores

      11 Records Found
  1    
Page 1 of 1
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