Srs Capital Advisors, Inc. New Holdings in Q2 2025

Srs Capital Advisors, Inc.

  • $1.95 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CAR
Avis Budget Group, Inc.

Industrials
175K
New
$62.86 - $179.3 $11M - $31.5M
175K $29.7M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
483K
New
$49.79 - $50.75 $24M - $24.5M
483K $24.5M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
139K
New
$108.87 - $133.04 $15.2M - $18.5M
139K $18.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9.95K
New
$483.48 - $539.8 $4.81M - $5.37M
9.95K $4.83M
GBDC
Golub Capital Bdc, Inc.

Financial Services
325K
New
$13.03 - $15.28 $4.24M - $4.97M
325K $4.76M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
15.1K
New
$170.2 - $211.82 $2.58M - $3.21M
15.1K $3.21M
AVUV
American Centy ETF Tr Avantis

ETFs
27.5K
New
$75.17 - $91.21 $2.07M - $2.51M
27.5K $2.5M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
26.8K
New
$40.79 - $50.93 $1.09M - $1.36M
26.8K $1.36M
IWV
Ishares Russell 3000 ETF

ETFs
3.72K
New
$281.67 - $351.0 $1.05M - $1.3M
3.72K $1.3M
VONV
Vanguard Russell 1000 Value Et

ETFs
13.5K
New
$73.19 - $85.21 $990K - $1.15M
13.5K $1.15M
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
89.3K
New
$10.68 - $12.73 $954K - $1.14M
89.3K $954K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
14.3K
New
$46.47 - $47.67 $663K - $680K
14.3K $680K
MRCC
Monroe Capital Corp

Financial Services
82.4K
New
$6.15 - $7.66 $507K - $631K
82.4K $524K
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
9.09K
New
$38.59 - $47.36 $351K - $430K
9.09K $430K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
13.1K
New
$28.02 - $32.37 $366K - $423K
13.1K $415K
VOTE
Engine No 1 ETF Tr

ETFs
5.34K
New
$58.2 - $72.74 $311K - $388K
5.34K $388K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
28K
New
$11.29 - $13.14 $316K - $368K
28K $367K
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
8.11K
New
$28.75 - $33.88 $233K - $275K
8.11K $274K
CASH
Meta Financial Group Inc

Financial Services
3.26K
New
$67.2 - $83.08 $219K - $271K
3.26K $258K
DTM
Dt Midstream, Inc.

Energy
2.27K
New
$87.23 - $109.91 $198K - $249K
2.27K $249K
HEFA
Ishares Currency Hedged Msci E

ETFs
6.18K
New
$32.11 - $38.21 $198K - $236K
6.18K $234K
NCA
Nuveen California Municipal Value Fund

Financial Services
25K
New
$8.24 - $8.73 $206K - $218K
25K $217K
PEY
Invesco Exchange Traded Fd Tr

ETFs
8.94K
New
$18.68 - $21.54 $167K - $193K
8.94K $182K
LNC
Lincoln National Corp

Financial Services
5.09K
New
$28.95 - $37.27 $147K - $190K
5.09K $176K
JXN
Jackson Financial Inc.

Financial Services
1.94K
New
$70.35 - $89.5 $136K - $174K
1.94K $172K
PID
Invesco Exchange Traded Fd Tr

ETFs
9.64K
New
N/A
9.64K $172K
QS
Quantum Scape Corp

Consumer Cyclical
25.2K
New
$3.47 - $7.65 $87.5K - $193K
25.2K $169K
IUS
Invesco Ex Traded Self Indx Fd

ETFs
3K
New
$43.78 - $51.5 $131K - $154K
3K $154K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
6.2K
New
$24.14 - $25.43 $150K - $158K
6.2K $153K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
816
New
$144.63 - $179.53 $118K - $146K
816 $134K
ONB
Old National Bancorp

Financial Services
6.05K
New
$17.95 - $22.57 $109K - $137K
6.05K $129K
CNO
Cno Financial Group, Inc.

Financial Services
3.31K
New
$36.12 - $42.37 $120K - $140K
3.31K $127K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
15.6K
New
$7.05 - $8.02 $110K - $125K
15.6K $125K
ASTE
Astec Industries Inc

Industrials
2.83K
New
$30.65 - $42.44 $86.7K - $120K
2.83K $117K
GIL
Gildan Activewear Inc.

Consumer Cyclical
2.38K
New
$37.68 - $50.22 $89.7K - $120K
2.38K $117K
SMR
Nuscale Power Corp

Industrials
2.92K
New
$12.6 - $43.24 $36.8K - $126K
2.92K $115K
URBN
Urban Outfitters Inc

Consumer Cyclical
1.59K
New
$43.24 - $75.26 $68.6K - $119K
1.59K $115K
PPIH
Perma Pipe International Holdings, Inc.

Industrials
5K
New
$9.23 - $23.87 $46.2K - $119K
5K $114K
SIMO
Silicon Motion Technology Corp

Technology
1.51K
New
$38.95 - $75.77 $58.6K - $114K
1.51K $113K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
5.57K
New
$17.17 - $19.9 $95.6K - $111K
5.57K $107K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
7.84K
New
$10.79 - $14.14 $84.6K - $111K
7.84K $107K
CMA
Comerica Inc

Financial Services
1.72K
New
$50.42 - $59.65 $86.8K - $103K
1.72K $102K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.02K
New
$100.04 - $100.54 $102K - $103K
1.02K $102K
RWL
Invesco Exchange Traded Fd Tr

ETFs
970
New
$89.02 - $104.29 $86.3K - $101K
970 $101K
KBE
Spdr S&P Bank ETF

ETFs
1.8K
New
$45.85 - $55.78 $82.6K - $100K
1.8K $100K
ISCG
Ishares Morningstar Small Cap

ETFs
1.99K
New
$39.44 - $49.76 $78.3K - $98.8K
1.99K $98K
CSV
Carriage Services Inc

Consumer Cyclical
2.15K
New
$36.26 - $46.06 $77.9K - $98.9K
2.15K $98K
FNDC
Schwab Fundamental Intl Small

ETFs
2.23K
New
$32.97 - $42.05 $73.6K - $93.9K
2.23K $93K
FNDE
Schwab Fundamental Emerging Mk

ETFs
2.64K
New
$26.66 - $33.09 $70.5K - $87.5K
2.64K $87K
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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