Srs Capital Advisors, Inc. Incresed Positions in Q4 2024

Srs Capital Advisors, Inc.

  • $1.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
COP
Conocophillips

Energy
4.68K
+ 389.27%
$95.12 - $114.72 $445K - $537K
5.88K $583K
MSI
Motorola Solutions, Inc.

Technology
940
+ 959.18%
$449.08 - $504.6 $422K - $474K
1.04K $479K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.01K
+ 6913.79%
$209.89 - $233.24 $421K - $468K
2.03K $432K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.58K
+ 5.39%
$126.68 - $134.74 $454K - $483K
70K $8.94M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
21.9K
+ 2.93%
$51.54 - $52.55 $1.13M - $1.15M
767K $39.7M
SLV
I Shares Silver Trust

ETFs
15.5K
+ 292.86%
$26.33 - $31.74 $407K - $491K
20.8K $546K
PG
Procter & Gamble CO

Consumer Defensive
2.5K
+ 56.92%
$161.05 - $179.7 $403K - $449K
6.89K $1.16M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
5.3K
+ 16.02%
$88.59 - $94.57 $469K - $501K
38.4K $3.41M
DVN
Devon Energy Corp

Energy
12K
+ 887.56%
$30.52 - $42.96 $366K - $515K
13.3K $436K
HCA
Hca Healthcare, Inc.

Healthcare
1.93K
+ 102.44%
$297.52 - $415.61 $574K - $802K
3.81K $1.14M
CME
Cme Group Inc.

Financial Services
1.62K
+ 7056.52%
$221.17 - $246.02 $359K - $399K
1.65K $382K
AMT
American Tower Corp

Real Estate
2.18K
+ 383.48%
$179.4 - $232.01 $391K - $506K
2.75K $504K
AWK
American Water Works Company, Inc.

Utilities
3.12K
+ 334.62%
$123.83 - $146.07 $387K - $456K
4.06K $504K
AMGN
Amgen Inc

Healthcare
1.57K
+ 221.07%
$258.78 - $328.31 $407K - $517K
2.29K $595K
ROP
Roper Technologies Inc

Industrials
825
+ 41.13%
$519.85 - $575.95 $429K - $475K
2.83K $1.47M
CSX
Csx Corp

Industrials
11.2K
+ 544.85%
$31.58 - $36.88 $352K - $411K
13.2K $425K
ZTS
Zoetis Inc.

Healthcare
3.61K
+ 49.45%
$162.24 - $194.42 $586K - $702K
10.9K $1.78M
NOC
Northrop Grumman Corp

Industrials
762
+ 810.64%
$466.52 - $543.88 $355K - $414K
856 $401K
GLD
Spdr Gold Trust

ETFs
1.45K
+ 136.09%
$236.59 - $257.5 $343K - $373K
2.51K $608K
CDNS
Cadence Design Systems Inc

Technology
897
+ 42.25%
$249.1 - $324.54 $223K - $291K
3.02K $907K
SAP
Sap Se

Technology
1.31K
+ 258.27%
$218.13 - $255.54 $286K - $335K
1.82K $448K
ABBV
Abb Vie Inc.

Healthcare
2.68K
+ 35.81%
$164.99 - $203.87 $441K - $545K
10.1K $1.8M
ABT
Abbott Laboratories

Healthcare
2.88K
+ 61.55%
$111.93 - $119.39 $323K - $344K
7.56K $855K
BX
Blackstone Inc.

Financial Services
1K
+ 13.34%
$148.45 - $199.05 $149K - $199K
8.5K $1.47M
ISRG
Intuitive Surgical Inc

Healthcare
432
+ 15.56%
$471.27 - $550.62 $204K - $238K
3.21K $1.67M
CMCSA
Comcast Corp

Communication Services
8.77K
+ 171.0%
$37.39 - $45.14 $328K - $396K
13.9K $521K
AXP
American Express CO

Financial Services
847
+ 42.24%
$267.35 - $305.57 $226K - $259K
2.85K $846K
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.37K
+ 201.43%
$77.25 - $91.3 $260K - $308K
5.05K $430K
SCHX
Schwab Strategic Tr Us Large C

ETFs
14.5K
+ 1696.72%
$22.4 - $68.28 $324K - $988K
15.3K $355K
RF
Regions Financial Corp

Financial Services
12.6K
+ 745.8%
$22.45 - $27.47 $283K - $346K
14.3K $336K
ACN
Accenture PLC

Technology
857
+ 34.03%
$343.9 - $376.86 $295K - $323K
3.38K $1.19M
XLF
Financial Sector Spdr

ETFs
5.81K
+ 191.25%
$44.89 - $51.34 $261K - $298K
8.85K $427K
ETR
Entergy Corp

Utilities
4.2K
+ 801.91%
$73.19 - $156.4 $308K - $657K
4.73K $358K
AMAT
Applied Materials Inc

Technology
1.83K
+ 608.97%
$161.44 - $213.89 $296K - $392K
2.13K $347K
FE
Firstenergy Corp

Utilities
7.34K
+ 555.79%
$39.14 - $44.52 $287K - $327K
8.66K $344K
BKNG
Booking Holdings Inc.

Consumer Cyclical
50
+ 111.11%
$4100.99 - $5300.34 $205K - $265K
95 $471K
IP
International Paper CO

Consumer Cyclical
5.08K
+ 1373.78%
$46.64 - $59.57 $237K - $303K
5.45K $293K
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.27K
+ 38.65%
$71.75 - $75.11 $306K - $321K
15.3K $1.1M
DSI
Ishares Msci Kld 400 Social Et

ETFs
2.46K
+ 333.02%
$107.41 - $115.71 $264K - $285K
3.2K $352K
SIVR
Abrdn Silver ETF Trust

ETFs
9.9K
+ 1907.51%
$27.61 - $33.22 $273K - $329K
10.4K $287K
IEFA
Ishares Tr

ETFs
4.02K
+ 166.82%
$70.06 - $77.43 $282K - $311K
6.43K $452K
NXPI
Nxp Semiconductors N.V.

Technology
1.26K
+ 2997.62%
$207.27 - $255.58 $261K - $322K
1.3K $270K
XLRE
Select Sector Spdr Tr Real Est

ETFs
6.34K
+ 923.14%
$40.06 - $45.21 $254K - $287K
7.03K $285K
SLB
Schlumberger Limited

Energy
6.72K
+ 462.63%
$36.83 - $45.59 $248K - $306K
8.18K $313K
NVO
Novo Nordisk A S

Healthcare
4.32K
+ 119.56%
$85.0 - $120.04 $367K - $518K
7.92K $681K
HIG
Hartford Financial Services Group, Inc.

Financial Services
2.29K
+ 718.87%
$107.06 - $123.74 $245K - $283K
2.6K $284K
WEC
Wec Energy Group, Inc.

Utilities
2.59K
+ 461.14%
$92.94 - $101.82 $240K - $263K
3.15K $296K
SPGI
S&P Global Inc.

Financial Services
757
+ 9.66%
$480.36 - $529.17 $364K - $401K
8.6K $4.28M
MMLG
First Tr Exc Viii First Multi

Technology
2.35K
+ 2.62%
$28.07 - $31.89 $65.9K - $74.9K
91.9K $2.78M
Activity Summary
Buys All Purchases 1250 New Holdings 225 Increased Positions 1025 Sells All Sells 619 Reductions 619 Sold out 0 Options Calls 0 Puts 0
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