Srs Capital Advisors, Inc. Incresed Positions in Q2 2025

Srs Capital Advisors, Inc.

  • $1.95 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FNLC
First Bancorp, Inc

Financial Services
11
+ 39.29%
$22.6 - $25.42 $249 - $280
39 $0
AROW
Arrow Financial Corp

Financial Services
11
+ 42.31%
$23.72 - $26.75 $261 - $294
37 $0
Cg Oncology Inc
24
+ 200.0%
N/A
36 $0
FOLD
Amicus Therapeutics, Inc.

Healthcare
87
+ 122.54%
$5.64 - $8.0 $491 - $696
158 $0
BANC
Banc Of California, Inc.

Financial Services
12
+ 24.0%
$12.06 - $14.62 $145 - $175
62 $0
USNA
Usana Health Sciences Inc

Consumer Defensive
6
+ 27.27%
$23.43 - $31.13 $141 - $187
28 $0
VRE
Veris Residential, Inc.

Real Estate
25
+ 86.21%
$14.58 - $17.11 $365 - $428
54 $0
Companhia Paranaense De Ener
3
+ 3.3%
N/A
94 $0
MKC-V
Mc Cormick & Company, Incorporated

Consumer Defensive
1
+ 12.5%
N/A
9 $0
OXM
Oxford Industries Inc

Consumer Cyclical
4
+ 33.33%
$37.26 - $60.9 $149 - $244
16 $0
Canopy Growth Corp
350
+ 2916.67%
N/A
362 $0
CRON
Cronos Group Inc.

Healthcare
200
+ 333.33%
$1.62 - $2.14 $324 - $428
260 $0
TLRY
Tilray Brands, Inc.

Healthcare
1K
+ 1724.14%
$0.36 - $0.65 $360 - $650
1.06K $0
Aurora Cannabis Inc
100
+ 10000.0%
N/A
101 $0
AQN
Algonquin Power & Utilities Corp.

Utilities
13
+ 86.67%
$4.56 - $6.22 $59.3 - $80.9
28 $0
Direxion Shs ETF Tr
2
+ 100.0%
N/A
4 $0
UMH
Umh Properties, Inc.

Real Estate
135
+ 6.31%
$16.36 - $18.82 $2.21K - $2.54K
2.27K $38K
CACC
Credit Acceptance Corp

Financial Services
3
+ 0.76%
$443.32 - $529.8 $1.33K - $1.59K
398 $202K
TREX
Trex CO Inc

Industrials
140
+ 5.61%
$50.52 - $61.77 $7.07K - $8.65K
2.64K $143K
K
Kellogg CO

Consumer Defensive
14
+ 2.72%
$77.85 - $82.88 $1.09K - $1.16K
528 $41K
JBLU
Jetblue Airways Corp

Industrials
695
+ 8.88%
$3.43 - $5.42 $2.38K - $3.77K
8.53K $36K
BIDU
Baidu, Inc.

Communication Services
9
+ 4.55%
$76.86 - $92.5 $692 - $833
207 $17K
WTRG
Essential Utilities, Inc.

Utilities
1
+ 0.18%
$36.92 - $41.39 $36.9 - $41.4
542 $20K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
4
+ 1.08%
$42.44 - $49.08 $170 - $196
376 $17K
MPLX
Mplx LP

Energy
6
+ 1.85%
$46.68 - $53.89 $280 - $323
330 $16K
AUR
Aurora Innovation, Inc.

Technology
110
+ 10.78%
$5.17 - $8.14 $569 - $895
1.13K $5K
WPC
W. P. Carey Inc.

Real Estate
93
+ 0.89%
$56.12 - $64.53 $5.22K - $6K
10.5K $656K
CHDN
Churchill Downs Inc

Consumer Cyclical
214
+ 9.03%
$87.99 - $111.79 $18.8K - $23.9K
2.59K $261K
YORW
York Water CO

Utilities
304
+ 8.03%
$31.6 - $36.28 $9.61K - $11K
4.09K $129K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1
+ 0.09%
$90.85 - $102.31 $90.9 - $102
1.1K $110K
LVHD
Franklin U.S. Low Volatility H

ETFs
15
+ 0.67%
$37.37 - $40.85 $561 - $613
2.27K $90K
ALC
Alcon Inc

Healthcare
47
+ 5.33%
$82.88 - $98.3 $3.9K - $4.62K
928 $81K
GL
Globe Life Inc.

Financial Services
4
+ 1.33%
$113.29 - $133.09 $453 - $532
304 $37K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
32
+ 10.19%
$97.78 - $126.44 $3.13K - $4.05K
346 $36K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
17
+ 566.67%
$105.72 - $1416.0 $1.8K - $24.1K
20 $2K
AEE
Ameren Corp

Utilities
17
+ 1.79%
$94.23 - $101.68 $1.6K - $1.73K
965 $92K
WAT
Waters Corp

Healthcare
21
+ 3.6%
$307.71 - $366.67 $6.46K - $7.7K
604 $210K
WY
Weyerhaeuser CO

Real Estate
93
+ 6.04%
$24.69 - $29.48 $2.3K - $2.74K
1.63K $41K
NXRT
Nex Point Residential Trust, Inc.

Real Estate
33
+ 3.64%
$32.45 - $40.68 $1.07K - $1.34K
940 $31K
BSM
Black Stone Minerals, L.P.

Energy
61
+ 2.72%
$12.78 - $15.36 $780 - $937
2.3K $30K
PR
Permian Resources Corporation

Energy
157
+ 0.46%
$10.36 - $14.93 $1.63K - $2.34K
34.1K $465K
ENPH
Enphase Energy, Inc.

Technology
4
+ 2.05%
$34.56 - $62.52 $138 - $250
199 $7K
BBY
Best Buy CO Inc

Consumer Cyclical
181
+ 6.43%
$56.17 - $75.73 $10.2K - $13.7K
3K $201K
BRO
Brown & Brown, Inc.

Financial Services
3
+ 0.6%
$104.48 - $124.43 $313 - $373
507 $56K
JD
Jd.Com, Inc.

Consumer Cyclical
24
+ 2.97%
$31.44 - $41.32 $755 - $992
831 $27K
VNQ
Vanguard Specialized Funds Van

ETFs
613
+ 1.41%
$79.79 - $91.42 $48.9K - $56K
44K $3.92M
IXC
Ishares Tr Global Energy ETF

ETFs
51
+ 1.15%
$34.69 - $42.32 $1.77K - $2.16K
4.47K $175K
PCG
Pg&E Corp

Utilities
202
+ 4.6%
$13.55 - $17.87 $2.74K - $3.61K
4.59K $63K
YUM
Yum Brands Inc

Consumer Cyclical
25
+ 1.11%
$138.36 - $161.45 $3.46K - $4.04K
2.29K $338K
Activity Summary
Buys All Purchases 1885 New Holdings 573 Increased Positions 1312 Sells All Sells 672 Reductions 672 Sold out 0 Options Calls 0 Puts 0
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