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
RTO
Rentokil Initial PLC

Industrials
-12
- 14.63%
$19.89 - $24.42 $239 - $293
70 $1K
Noble Corp PLC
-215
- 77.34%
N/A
63 $0
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-2
- 2.86%
$22.43 - $23.23 $44.9 - $46.5
68 $1K
TREE
Lending Tree, Inc.

Financial Services
-12
- 30.77%
$33.74 - $54.12 $405 - $649
27 $1K
ISPOW
Inspirato Inc Wt Exp 02/09/27

Consumer Cyclical
-2.3K
- 95.83%
$0.01 - $0.01 $23 - $23
100 $0
Brookfield Renewable Corp
-500
- 94.16%
N/A
31 $0
CENX
Century Aluminum CO

Basic Materials
-28
- 32.94%
$13.7 - $20.12 $384 - $563
57 $1K
IRDM
Iridium Communications Inc.

Communication Services
-10
- 20.0%
$21.57 - $30.17 $216 - $302
40 $1K
Everus Constr Group
-16
- 31.37%
N/A
35 $0
BCPC
Balchem Corp

Basic Materials
-2
- 12.5%
$150.5 - $170.45 $301 - $341
14 $2K
Sinclair Inc
-228
- 52.29%
N/A
208 $0
Bitwise Bitcoin ETF Tr
-9.46K
- 39.91%
N/A
14.2K $0
OMI
Owens & Minor Inc

Healthcare
-13
- 4.22%
$6.35 - $9.16 $82.6 - $119
295 $2K
PHR
Phreesia, Inc.

Healthcare
-23
- 19.83%
$23.25 - $28.49 $535 - $655
93 $2K
Veralto Corp
-398
- 3.67%
N/A
10.5K $0
LAND
Gladstone Land Corp

Real Estate
-10
- 6.41%
$8.95 - $10.51 $89.5 - $105
146 $1K
OEC
Orion Engineered Carbons S.A.

Basic Materials
-3
- 5.17%
$10.03 - $12.65 $30.1 - $38
55 $0
COCO
Vita Coco Company, Inc.

Consumer Defensive
-16
- 50.0%
$27.0 - $37.18 $432 - $595
16 $0
T Rowe Price ETF Inc
-2.14K
- 6.5%
N/A
30.9K $0
DCO
Ducommun Inc

Industrials
-7
- 50.0%
$53.5 - $86.27 $375 - $604
7 $0
ONL
Orion Office Reit Inc.

Real Estate
-5
- 22.73%
$1.52 - $2.43 $7.6 - $12.2
17 $0
F&G Annuities & Life Inc
-35
- 32.71%
N/A
72 $0
TRST
Trustco Bank Corp N Y

Financial Services
-8
- 19.51%
$27.56 - $33.42 $220 - $267
33 $1K
DWAC
Digital World Acquisition Corp.

Financial Services
-43
- 3.46%
N/A
1.2K $0
Kenvue Inc
-6.67K
- 43.29%
N/A
8.73K $0
Tidal Trust I
-236
- 7.62%
N/A
2.86K $0
TTEK
Tetra Tech Inc

Industrials
-1.26K
- 18.61%
$28.01 - $36.25 $35.2K - $45.5K
5.49K $197K
AGCO
Agco Corp

Industrials
-14
- 14.58%
$75.77 - $108.43 $1.06K - $1.52K
82 $8K
Reddit Inc
-21
- 9.13%
N/A
209 $0
Arista Networks Inc
-175
- 8.09%
N/A
1.99K $0
CNI
Canadian National Railway CO

Industrials
-41
- 6.58%
$92.66 - $108.13 $3.8K - $4.43K
582 $60K
Ge Healthcare Technologies I
-555
- 16.55%
N/A
2.8K $0
Sandisk Corp
-246
- 51.04%
N/A
236 $0
Ouster Inc
-510
- 53.63%
N/A
441 $0
ENVX
Enovix Corp

Industrials
-2.4K
- 29.91%
$5.46 - $10.53 $13.1K - $25.3K
5.63K $58K
Alps ETF Tr
-105K
- 92.15%
N/A
8.92K $0
LKFN
Lakeland Financial Corp

Financial Services
-16
- 2.76%
$51.45 - $61.84 $823 - $989
564 $34K
NFTY
First Tr Alphadex Fd Ii India
-2.22K
- 69.87%
N/A
958 $0
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-2
- 0.14%
$18.94 - $21.67 $37.9 - $43.3
1.42K $30K
Tempus Ai Inc
-90
- 30.72%
N/A
203 $0
PATH
Ui Path, Inc.

Technology
-565
- 19.69%
$9.79 - $13.31 $5.53K - $7.52K
2.3K $29K
First Tr Exchng Traded Fd Vi
-3.44K
- 82.59%
N/A
726 $0
XLC
Select Sector Spdr Tr Communic

ETFs
-98
- 11.19%
$86.13 - $108.53 $8.44K - $10.6K
778 $84K
IGM
Ishares Expanded Tech Sector E

ETFs
-20
- 17.7%
$79.8 - $112.34 $1.6K - $2.25K
93 $10K
FTGS
First Tr Exchange Traded Fd Gr
-3.72K
- 59.42%
N/A
2.54K $0
AVSC
American Centy ETF Tr Avantis
-31
- 8.05%
$42.39 - $51.76 $1.31K - $1.6K
354 $18K
HIGH
Simplify Exchange Traded Fds E
-9.03K
- 71.01%
N/A
3.69K $0
CRH.L
Crh PLC

Basic Materials
-45
- 4.15%
N/A
1.04K $0
HLN
Haleon PLC

Healthcare
-33
- 0.75%
$9.27 - $11.41 $306 - $377
4.39K $45K
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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