Srs Capital Advisors, Inc. New Holdings in Q1 2025

Srs Capital Advisors, Inc.

  • $1.48 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVIG
American Centy ETF Tr Avantis

ETFs
645K
New
$40.06 - $41.55 $25.9M - $26.8M
645K $26.7M
AVLV
American Centy ETF Tr Avantis
255K
New
$63.51 - $70.42 $16.2M - $18M
255K $16.6M
DFAU
Dimensional ETF Tr

ETFs
313K
New
$37.84 - $42.29 $11.8M - $13.2M
313K $12M
DFAI
Dimensional ETF Tr

ETFs
189K
New
$28.88 - $32.4 $5.47M - $6.14M
189K $5.91M
DFAE
Dimensional ETF Tr

ETFs
95K
New
$24.64 - $26.86 $2.34M - $2.55M
95K $2.46M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
18.3K
New
$89.18 - $104.04 $1.63M - $1.91M
18.3K $1.68M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
New
$663000.0 - $801950.0 $1.33M - $1.6M
2 $1.6M
DUHP
Dimensional ETF Tr Dimensional

ETFs
31.2K
New
$32.57 - $35.82 $1.02M - $1.12M
31.2K $1.03M
BLOK
Amplify ETF Tr Trnsformational

ETFs
22K
New
$36.88 - $49.3 $810K - $1.08M
22K $809K
IGV
Ishares Expanded Tech Software

ETFs
8.36K
New
$88.3 - $107.83 $738K - $901K
8.36K $743K
CGUS
Capital Group Core Equity ETF
19.1K
New
$33.08 - $36.62 $631K - $699K
19.1K $637K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
14.8K
New
$37.35 - $43.35 $551K - $639K
14.8K $558K
ARKQ
Ark Autonomous Technology & Ro

ETFs
7.35K
New
$65.76 - $84.94 $483K - $624K
7.35K $486K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
6.15K
New
$73.27 - $96.21 $450K - $591K
6.15K $450K
WCLD
Wisdomtree Tr Cloud Computing

ETFs
13.4K
New
$32.02 - $41.58 $430K - $558K
13.4K $435K
QTEC
First Trust Nasdaq 100 Technol

ETFs
2.5K
New
$173.56 - $210.67 $435K - $528K
2.5K $434K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
8.85K
New
$47.47 - $48.84 $420K - $432K
8.85K $423K
BOND
Pimco Active Bond Exchange Tra

ETFs
3.31K
New
$89.27 - $92.9 $295K - $307K
3.31K $305K
XCEM
Columbia ETF Tr Ii

ETFs
8.89K
New
$29.18 - $30.72 $259K - $273K
8.89K $262K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.66K
New
$51.45 - $58.51 $240K - $273K
4.66K $241K
BAR
Granite Shares Gold Trust

ETFs
6.07K
New
$26.01 - $30.84 $158K - $187K
6.07K $187K
FTGC
First Trust Global Tactical CO

ETFs
6.92K
New
$23.95 - $25.86 $166K - $179K
6.92K $176K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
2.4K
New
$70.83 - $76.62 $170K - $184K
2.4K $170K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3.51K
New
$44.72 - $46.25 $157K - $162K
3.51K $161K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.35K
New
$67.03 - $74.61 $158K - $176K
2.35K $160K
RISN
Northern Lts Fd Tr Iv Inspire

Technology
6.15K
New
$25.57 - $27.77 $157K - $171K
6.15K $159K
IAUM
I Shares Gold Trust Micro

ETFs
4.89K
New
$26.29 - $31.17 $128K - $152K
4.89K $152K
BITO
Proshares Tr Bitcoin Strategy

ETFs
7.5K
New
$17.57 - $25.81 $132K - $194K
7.5K $137K
SGOL
Abrdn Gold ETF Trust

ETFs
4.45K
New
$25.14 - $29.82 $112K - $133K
4.45K $132K
HTGC
Hercules Capital, Inc.

Financial Services
6.92K
New
$18.01 - $22.0 $125K - $152K
6.92K $132K
FLEX
Flex Ltd.

Technology
3.8K
New
$32.92 - $44.46 $125K - $169K
3.8K $125K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
3.49K
New
$32.74 - $36.2 $114K - $126K
3.49K $121K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
4.19K
New
$26.53 - $29.63 $111K - $124K
4.19K $112K
CRK
Comstock Resources Inc

Energy
5.5K
New
$16.92 - $21.52 $93.1K - $118K
5.5K $111K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
805
New
$128.74 - $138.67 $104K - $112K
805 $109K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
1.73K
New
$46.15 - $63.53 $80K - $110K
1.73K $106K
ONON
On Holding Ag

Consumer Cyclical
2.42K
New
$43.92 - $63.62 $106K - $154K
2.42K $106K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
4.8K
New
$21.23 - $22.14 $102K - $106K
4.8K $105K
FEMB
First Tr ETF Emerging Markets

ETFs
3.84K
New
$25.88 - $27.49 $99.2K - $105K
3.84K $103K
FSIG
First Tr ETF Iv LTD Duration I
5.48K
New
$18.74 - $19.04 $103K - $104K
5.48K $103K
RECS
Columbia ETF Tr I

ETFs
3.11K
New
$32.64 - $36.08 $102K - $112K
3.11K $103K
VAL
Valaris LTD

Energy
2.5K
New
$32.85 - $49.52 $82.1K - $124K
2.5K $98K
RWK
Invesco Exchange Traded Fd Tr

ETFs
864
New
$106.43 - $123.29 $92K - $107K
864 $93K
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
1.3K
New
$69.32 - $78.69 $90.1K - $102K
1.3K $90K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2.09K
New
$42.38 - $43.28 $88.5K - $90.4K
2.09K $88K
SII
Sprott Inc.

Financial Services
1.95K
New
$39.75 - $45.18 $77.5K - $88.1K
1.95K $87K
DK
Delek Us Holdings, Inc.

Energy
5.38K
New
$13.53 - $20.31 $72.8K - $109K
5.38K $81K
MGK
Vanguard Mega Cap Growth ETF

ETFs
254
New
$307.43 - $357.48 $78.1K - $90.8K
254 $78K
IWC
Russell Micro Cap ETF

ETFs
701
New
$110.91 - $133.46 $77.7K - $93.6K
701 $77K
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
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