Srs Capital Advisors, Inc. Reduced Holdings in Q3 2024

Srs Capital Advisors, Inc.

  • $1.07 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FPX
First Trust Us Equity Opportun

ETFs
-83.3K
- 91.25%
$92.33 - $110.55 $7.69M - $9.21M
7.99K $880K
VOT
Vanguard Mid Cap Growth Index

ETFs
-17.1K
- 93.0%
$218.05 - $243.47 $3.72M - $4.16M
1.29K $312K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-60.1K
- 92.81%
$50.25 - $50.74 $3.02M - $3.05M
4.66K $236K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-5.4K
- 7.03%
$434.77 - $502.96 $2.35M - $2.71M
71.4K $34.8M
VBR
Vanguard Small Cap Value ETF

ETFs
-9.32K
- 27.93%
$179.99 - $201.6 $1.68M - $1.88M
24K $4.83M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-6.43K
- 62.54%
$178.94 - $207.0 $1.15M - $1.33M
3.85K $773K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-13.9K
- 70.9%
$84.81 - $93.54 $1.18M - $1.3M
5.71K $525K
IWP
Ishares Russell Mid Cap Growth

ETFs
-17.8K
- 9.49%
$103.87 - $117.59 $1.85M - $2.09M
169K $19.9M
VUG
Vanguard Growth ETF

ETFs
-4.41K
- 4.32%
$341.08 - $391.94 $1.5M - $1.73M
97.8K $37.5M
SHV
Ishares Tr

ETFs
-6.16K
- 32.15%
$110.05 - $110.63 $678K - $682K
13K $1.44M
CRWD
Crowd Strike Holdings, Inc.

Technology
-1.15K
- 59.39%
$217.89 - $392.15 $251K - $453K
789 $221K
KMX
Carmax Inc

Consumer Cyclical
-5.1K
- 75.73%
$71.21 - $85.78 $363K - $437K
1.63K $126K
LCG
Northern Lts Fd Tr Iv Sterling

ETFs
-22K
- 14.28%
$24.76 - $29.16 $546K - $643K
132K $3.81M
AMZN
Amazon Com Inc

Consumer Cyclical
-10
- 0.02%
$161.02 - $200.0 $1.61K - $2K
45.8K $8.54M
MKL
Markel Corp

Financial Services
-157
- 26.84%
$1494.55 - $1645.69 $235K - $258K
428 $670K
NUE
Nucor Corp

Basic Materials
-1.35K
- 30.84%
$137.77 - $166.14 $187K - $225K
3.04K $456K
ASML
Asml Holding Nv

Technology
-27
- 2.61%
$749.82 - $1098.95 $20.2K - $29.7K
1.01K $840K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-4.3K
- 53.31%
$50.32 - $50.75 $216K - $218K
3.77K $191K
AOA
Ishares Tr Core Aggressive All

ETFs
-3.12K
- 37.27%
$72.11 - $79.05 $225K - $246K
5.25K $413K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-7.07K
- 57.65%
$29.58 - $30.31 $209K - $214K
5.19K $157K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-2.12K
- 13.28%
$91.42 - $91.82 $194K - $194K
13.8K $1.27M
CDW
Cdw Corp

Technology
-853
- 79.42%
$206.67 - $239.84 $176K - $205K
221 $50K
TIP
Ishares Tr Tips Bd ETF

ETFs
-2.33K
- 9.89%
$105.92 - $110.83 $247K - $258K
21.2K $2.34M
SNPS
Synopsys Inc

Technology
-122
- 11.53%
$463.97 - $621.3 $56.6K - $75.8K
936 $473K
XLE
Energy Sector Spdr

ETFs
-1.47K
- 21.67%
$84.35 - $93.39 $124K - $137K
5.3K $465K
DG
Dollar General Corp

Consumer Defensive
-333
- 13.02%
$80.41 - $132.42 $26.8K - $44.1K
2.22K $188K
INTU
Intuit Inc

Technology
-28
- 1.18%
$602.97 - $670.49 $16.9K - $18.8K
2.35K $1.46M
VIG
Vanguard Dividend Appreciation

ETFs
-493
- 3.43%
$182.15 - $182.15 $89.8K - $89.8K
13.9K $2.52M
NVO
Novo Nordisk A S

Healthcare
-28
- 0.77%
$119.07 - $145.42 $3.33K - $4.07K
3.61K $429K
NGL
Ngl Energy Partners LP

Energy
-14.1K
- 34.33%
$3.98 - $5.06 $56K - $71.2K
26.9K $121K
ISRG
Intuitive Surgical Inc

Healthcare
-470
- 14.48%
$416.14 - $494.01 $196K - $232K
2.78K $1.36M
INTC
Intel Corp

Technology
-125
- 1.26%
$18.9 - $34.87 $2.36K - $4.36K
9.77K $229K
KLAC
Kla Corp

Technology
-60
- 10.49%
$696.17 - $892.35 $41.8K - $53.5K
512 $396K
FANG
Diamondback Energy, Inc.

Energy
-27
- 1.14%
$168.46 - $210.94 $4.55K - $5.7K
2.34K $403K
RIO
Rio Tinto PLC

Basic Materials
-1.22K
- 40.45%
$59.71 - $71.21 $72.7K - $86.7K
1.79K $127K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.27K
- 57.5%
$54.98 - $59.51 $69.8K - $75.5K
938 $55K
ENTG
Entegris Inc

Technology
-24
- 0.88%
$98.09 - $146.48 $2.35K - $3.52K
2.71K $304K
RGLD
Royal Gold Inc

Basic Materials
-568
- 55.41%
$125.01 - $146.5 $71K - $83.2K
457 $64K
MBB
Ishares Tr

ETFs
-1.09K
- 9.49%
$90.85 - $96.66 $99.1K - $105K
10.4K $997K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-3.56K
- 9.7%
$83.76 - $91.82 $298K - $327K
33.1K $3.02M
AZO
Autozone Inc

Consumer Cyclical
-27
- 15.25%
$2815.0 - $3212.87 $76K - $86.7K
150 $472K
WK
Workiva Inc

Technology
-700
- 97.22%
$70.26 - $80.48 $49.2K - $56.3K
20 $1K
GS
Goldman Sachs Group Inc

Financial Services
-158
- 23.1%
$459.02 - $510.25 $72.5K - $80.6K
526 $260K
MBI
Mbia Inc

Financial Services
-8.78K
- 97.89%
$3.31 - $5.54 $29.1K - $48.6K
189 $0
PVH
Pvh Corp.

Consumer Cyclical
-406
- 84.06%
$92.46 - $108.88 $37.5K - $44.2K
77 $7K
SJNK
Spdr Bloomberg Short Term High

ETFs
-1.78K
- 33.3%
$24.8 - $25.75 $44.2K - $45.9K
3.57K $91K
IYF
Ishares Tr

ETFs
-444
- 59.68%
$93.83 - $105.05 $41.7K - $46.6K
300 $31K
CNQ
Canadian Natural Resources LTD

Energy
-284
- 2.52%
$31.97 - $37.41 $9.08K - $10.6K
11K $364K
ROP
Roper Technologies Inc

Industrials
-34
- 1.67%
$515.25 - $576.55 $17.5K - $19.6K
2.01K $1.12M
Activity Summary
Buys All Purchases 984 New Holdings 148 Increased Positions 836 Sells All Sells 405 Reductions 405 Sold out 0 Options Calls 0 Puts 0
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