Srs Capital Advisors, Inc. Incresed Positions in Q1 2025

Srs Capital Advisors, Inc.

  • $1.48 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSTR
Microstrategy Inc

Technology
1.59K
+ 291.9%
$239.27 - $396.5 $379K - $628K
2.13K $613K
BOTZ
Global X Fds

ETFs
16.3K
+ 501.57%
$28.46 - $34.53 $463K - $561K
19.5K $554K
MRK
Merck & Co., Inc.

Healthcare
5.68K
+ 86.2%
$83.01 - $101.02 $471K - $573K
12.3K $1.1M
COP
Conocophillips

Energy
3.55K
+ 60.36%
$88.6 - $105.85 $315K - $376K
9.43K $990K
JCI
Johnson Controls International PLC

Industrials
4.96K
+ 352.63%
$76.12 - $90.6 $377K - $449K
6.36K $509K
SPOT
Spotify Technology S.A.

Communication Services
617
+ 107.68%
$457.79 - $648.32 $282K - $400K
1.19K $654K
FIW
First Trust Water ETF

ETFs
6.06K
+ 3.51%
$99.48 - $106.74 $603K - $647K
179K $18M
WRB
Berkley W R Corp

Financial Services
4.91K
+ 237.8%
$56.7 - $71.27 $279K - $350K
6.98K $496K
APP
App Lovin Corp

Technology
1.54K
+ 283.24%
$238.08 - $510.13 $366K - $785K
2.08K $551K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
8.13K
+ 1.44%
$25.35 - $27.46 $206K - $223K
571K $15.1M
FTHI
First Trust Exchange Traded Fd

ETFs
20.6K
+ 30.26%
$21.62 - $23.74 $445K - $488K
88.5K $1.94M
BK
Bank Of New York Mellon Corp

Financial Services
3.11K
+ 26.8%
$75.42 - $88.95 $235K - $277K
14.7K $1.24M
NVS
Novartis Ag

Healthcare
2.92K
+ 281.58%
$97.14 - $115.57 $284K - $337K
3.96K $441K
TRV
Travelers Companies, Inc.

Financial Services
1.05K
+ 51.4%
$232.43 - $265.13 $244K - $278K
3.09K $817K
FEMS
First Trust Emerging Markets S

ETFs
9.93K
+ 12.5%
$36.09 - $39.16 $358K - $389K
89.3K $3.32M
ABC
Amerisourcebergen Corp

Healthcare
1.75K
+ 48.42%
N/A
5.36K $992K
ARKG
Ark Genomic Revolution ETF (De

ETFs
15.5K
+ 3735.1%
$20.76 - $29.81 $323K - $463K
16K $331K
PM
Philip Morris International Inc.

Consumer Defensive
1.29K
+ 43.41%
$117.15 - $158.79 $151K - $204K
4.25K $673K
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.01K
+ 91.2%
$168.84 - $202.89 $340K - $408K
4.22K $741K
SNY
Sanofi

Healthcare
5.61K
+ 1156.08%
$48.15 - $59.42 $270K - $333K
6.09K $337K
EHC
Encompass Health Corp

Healthcare
2.91K
+ 316.52%
$91.05 - $102.2 $265K - $298K
3.83K $388K
DSI
Ishares Msci Kld 400 Social Et

ETFs
3.2K
+ 100.0%
$101.98 - $115.66 $326K - $370K
6.4K $655K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
14.8K
+ 186.51%
$18.36 - $20.51 $271K - $303K
22.7K $448K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
6.5K
+ 38.51%
$50.25 - $55.9 $327K - $363K
23.4K $1.2M
AIG
American International Group, Inc.

Financial Services
3.3K
+ 612.99%
$70.5 - $86.94 $233K - $287K
3.84K $334K
MSI
Motorola Solutions, Inc.

Technology
728
+ 70.13%
$411.73 - $482.1 $300K - $351K
1.77K $773K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
6.27K
+ 13.74%
$49.25 - $50.66 $309K - $318K
51.9K $2.57M
SE
Sea LTD

Consumer Cyclical
1.63K
+ 57.56%
$104.87 - $146.31 $171K - $238K
4.46K $582K
META
Meta Platforms, Inc.

Communication Services
673
+ 8.5%
$576.36 - $736.67 $388K - $496K
8.59K $4.95M
FBT
First Trust Nyse Arca Biotechn

ETFs
1.55K
+ 39.33%
$164.86 - $182.19 $255K - $282K
5.48K $931K
IEFA
Ishares Tr

ETFs
3.14K
+ 48.73%
$69.57 - $78.65 $218K - $247K
9.57K $723K
PPL
Ppl Corp

Utilities
7.06K
+ 265.43%
$31.68 - $36.11 $224K - $255K
9.71K $350K
XLI
Industrial Sector Spdr

ETFs
2K
+ 153.06%
$128.78 - $141.67 $257K - $283K
3.31K $433K
IEMG
Ishares Inc

ETFs
4.85K
+ 24.26%
N/A
24.9K $1.33M
TFC
Truist Financial Corp

Financial Services
6.69K
+ 90.86%
$39.48 - $48.15 $264K - $322K
14.1K $578K
CAH
Cardinal Health Inc

Healthcare
1.78K
+ 244.03%
$118.02 - $137.77 $210K - $245K
2.51K $345K
DUK
Duke Energy Corp

Utilities
1.23K
+ 16.24%
$105.87 - $121.97 $130K - $149K
8.77K $1.07M
AZN
Astrazeneca PLC

Healthcare
2.99K
+ 70.9%
$65.37 - $77.96 $195K - $233K
7.2K $528K
DPZ
Dominos Pizza Inc

Consumer Cyclical
481
+ 61.67%
$402.33 - $489.71 $194K - $236K
1.26K $579K
HON
Honeywell International Inc

Industrials
1.2K
+ 242.74%
$202.75 - $226.52 $244K - $273K
1.7K $359K
SCHA
Schwab Strategic Tr Us Small C

ETFs
31.9K
+ 15.21%
$23.16 - $27.04 $739K - $863K
242K $5.66M
ALL
Allstate Corp

Financial Services
1.13K
+ 372.85%
$180.99 - $210.18 $204K - $237K
1.43K $295K
ELV
Elevance Health, Inc.

Healthcare
379
+ 35.86%
$365.9 - $436.25 $139K - $165K
1.44K $624K
WCC
Wesco International Inc

Industrials
1.5K
+ 3267.39%
$155.3 - $199.95 $233K - $301K
1.55K $240K
BNDX
Vanguard Total International B

ETFs
5K
+ 8.5%
$48.33 - $49.5 $242K - $248K
63.8K $3.12M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
2.48K
+ 307.94%
$93.57 - $120.35 $232K - $299K
3.29K $314K
ETR
Entergy Corp

Utilities
2.11K
+ 44.69%
$75.26 - $87.89 $159K - $186K
6.84K $584K
BP
Bp PLC

Energy
6.35K
+ 818.04%
$29.93 - $35.31 $190K - $224K
7.12K $240K
SPTS
Spdr Portfolio Short Term Trea

ETFs
6.69K
+ 8.96%
$28.92 - $29.24 $193K - $196K
81.3K $2.38M
Activity Summary
Buys All Purchases 1562 New Holdings 709 Increased Positions 853 Sells All Sells 892 Reductions 892 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Srs Capital Advisors, Inc. Portfolio

Follow Srs Capital Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Srs Capital Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Srs Capital Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email