Srs Capital Advisors, Inc. Reduced Holdings in Q2 2025

Srs Capital Advisors, Inc.

  • $1.95 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-239K
- 96.66%
$91.43 - $91.74 $21.9M - $21.9M
8.26K $757K
IVE
Ishares S&P 500 Value ETF

ETFs
-104K
- 94.01%
$168.34 - $195.42 $17.5M - $20.3M
6.61K $1.29M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-379K
- 97.97%
$50.48 - $50.71 $19.2M - $19.2M
7.88K $399K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-382K
- 98.87%
$49.98 - $50.26 $19.1M - $19.2M
4.35K $218K
IWP
Ishares Russell Mid Cap Growth

ETFs
-164K
- 95.28%
$104.34 - $138.68 $17.1M - $22.7M
8.13K $1.13M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-357K
- 92.53%
$50.36 - $50.68 $18M - $18.1M
28.8K $1.46M
MUB
Ishares National Muni Bond ETF

ETFs
-35.5K
- 19.77%
$102.31 - $105.8 $3.63M - $3.75M
144K $15M
AAPL
Apple Inc.

Technology
-7.9K
- 7.52%
$172.42 - $223.89 $1.36M - $1.77M
97.1K $19.9M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-38.1K
- 78.63%
$67.03 - $80.35 $2.56M - $3.06M
10.4K $826K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-16K
- 87.6%
$82.17 - $99.96 $1.32M - $1.6M
2.27K $223K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-10.3K
- 14.71%
$114.78 - $133.31 $1.18M - $1.37M
59.7K $7.96M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-20.8K
- 21.91%
$48.5 - $49.35 $1.01M - $1.02M
74K $3.64M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-51.2K
- 14.53%
$29.12 - $35.84 $1.49M - $1.84M
301K $10.8M
ZTS
Zoetis Inc.

Healthcare
-3.57K
- 40.59%
$144.41 - $170.3 $516K - $608K
5.23K $815K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-6.5K
- 40.8%
$113.67 - $150.4 $738K - $977K
9.42K $1.42M
FICS
First Tr Exchange Traded Fd Vi

ETFs
-17.1K
- 60.68%
$33.47 - $40.22 $572K - $688K
11.1K $435K
MO
Altria Group, Inc.

Consumer Defensive
-8.01K
- 39.12%
$55.56 - $60.91 $445K - $488K
12.5K $730K
VCIT
Vanguard Intermediate Term Cor

ETFs
-5.86K
- 42.97%
$79.56 - $82.92 $466K - $486K
7.78K $644K
IEMG
Ishares Inc

ETFs
-8.29K
- 33.33%
N/A
16.6K $888K
MDT
Medtronic PLC

Healthcare
-4.71K
- 38.56%
$80.68 - $88.86 $380K - $419K
7.51K $654K
VZ
Verizon Communications Inc

Communication Services
-8.36K
- 21.9%
$41.67 - $45.62 $348K - $381K
29.8K $1.29M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-2.57K
- 43.01%
$146.74 - $176.07 $377K - $452K
3.4K $551K
CGGR
Capital Group Growth ETF Shs C

ETFs
-14.9K
- 50.93%
$30.53 - $40.65 $454K - $605K
14.3K $582K
T
At&T Inc.

Communication Services
-15.9K
- 22.25%
$26.33 - $28.94 $419K - $461K
55.6K $1.61M
CGUS
Capital Group Core Equity ETF
-11K
- 57.61%
$29.93 - $36.93 $329K - $406K
8.09K $298K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.07K
- 0.54%
$24.32 - $27.87 $26K - $29.8K
198K $5.25M
NUE
Nucor Corp

Basic Materials
-2.54K
- 84.07%
$103.22 - $131.43 $262K - $334K
481 $62K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-4.95K
- 9.29%
$59.8 - $60.07 $296K - $297K
48.3K $2.89M
CB
Chubb LTD

Financial Services
-784
- 15.57%
$274.32 - $302.46 $215K - $237K
4.25K $1.23M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-3.2K
- 50.0%
$91.62 - $116.16 $293K - $372K
3.2K $371K
AMGN
Amgen Inc

Healthcare
-803
- 44.05%
$262.28 - $309.85 $211K - $249K
1.02K $284K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-11.6K
- 27.29%
$24.48 - $24.9 $283K - $288K
30.8K $767K
ABC
Amerisourcebergen Corp

Healthcare
-1.52K
- 28.37%
N/A
3.84K $710K
VBR
Vanguard Small Cap Value ETF

ETFs
-2.57K
- 9.74%
$162.76 - $195.77 $418K - $503K
23.8K $4.65M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-7.44K
- 49.2%
$33.11 - $37.79 $246K - $281K
7.68K $290K
NSC
Norfolk Southern Corp

Industrials
-1.2K
- 39.87%
$206.34 - $257.46 $247K - $308K
1.8K $461K
AMT
American Tower Corp

Real Estate
-1.16K
- 58.03%
$203.96 - $228.19 $237K - $265K
839 $185K
COP
Conocophillips

Energy
-1.13K
- 11.98%
$82.66 - $106.1 $93.4K - $120K
8.3K $744K
FNX
First Tr Mid Cap Core Alphadex

ETFs
-2.31K
- 61.01%
$94.92 - $114.85 $220K - $266K
1.48K $169K
AMAT
Applied Materials Inc

Technology
-2.52K
- 43.62%
$126.95 - $183.52 $320K - $463K
3.26K $596K
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.97K
- 8.39%
$107.93 - $110.97 $212K - $218K
21.5K $2.36M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-4.83K
- 37.63%
$53.65 - $67.02 $259K - $324K
8.01K $536K
PEP
Pepsico Inc

Consumer Defensive
-442
- 4.42%
$128.02 - $151.37 $56.6K - $66.9K
9.56K $1.26M
PJUN
Innovator U.S. Equity Power Bu

ETFs
-6.97K
- 46.66%
$34.48 - $39.76 $240K - $277K
7.96K $316K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-6.41K
- 47.34%
$37.66 - $43.85 $241K - $281K
7.12K $312K
XCEM
Columbia ETF Tr Ii

ETFs
-7.82K
- 87.94%
$26.68 - $34.18 $209K - $267K
1.07K $36K
NVO
Novo Nordisk A S

Healthcare
-3.22K
- 49.24%
$58.08 - $81.05 $187K - $261K
3.32K $228K
FVD
First Tr Value Line Divid Inde

ETFs
-4.92K
- 8.22%
$40.62 - $45.12 $200K - $222K
54.8K $2.45M
PFF
Ishares Trust Ishares Pfd And

ETFs
-6.49K
- 32.38%
$29.0 - $30.68 $188K - $199K
13.5K $415K
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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