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John Fales

@Searcy Financial Services Inc Adv

Latest period2024 - Q4ReportedManaged Assets$216.561MTotal holdings26
Assets growth rate1.61%Assets growth rate (2-Q avg)3.98%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Searcy Financial Services Inc Adv's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 26 positions.

Assets under management

The assets under management (AUM) of Searcy Financial Services Inc Adv over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 216.561M in assets, with a quarterly growth rate of 1.61% and a 2-quarter average growth rate of 3.98%. The portfolio is managed by John Fales, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ICSHIshares Tr
Recent Activity
Decreased -3.09%
0.23%
$490,026
9,717 shares@ $50.43 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -13.78%
0.15%
$307,855
1,626 shares@ $189.34 avg price