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
ROBT
First Tr Exchange Traded Fd Vi

ETFs
-158
- 8.92%
$35.38 - $48.3 $5.59K - $7.63K
1.61K $77K
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
-19
- 1.86%
$35.46 - $44.91 $674 - $853
1K $44K
CDE
Coeur Mining, Inc.

Basic Materials
-877
- 17.77%
$4.81 - $9.46 $4.22K - $8.3K
4.06K $35K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
-218
- 5.21%
$23.87 - $29.82 $5.2K - $6.5K
3.97K $118K
BALL
Ball Corp

Consumer Cyclical
-33
- 1.6%
$44.94 - $56.99 $1.48K - $1.88K
2.03K $113K
VIRT
Virtu Financial, Inc.

Financial Services
-351
- 11.07%
$32.82 - $44.79 $11.5K - $15.7K
2.82K $126K
AVEM
American Centy ETF Tr Avantis

ETFs
-21
- 2.11%
$53.08 - $68.54 $1.11K - $1.44K
975 $66K
WTFC
Wintrust Financial Corp

Financial Services
-4
- 0.65%
$95.17 - $124.21 $381 - $497
609 $75K
POCT
Innovator U.S. Equity Power Bu

ETFs
-191
- 2.81%
$36.35 - $41.3 $6.94K - $7.89K
6.61K $272K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-105
- 1.39%
$33.22 - $37.29 $3.49K - $3.92K
7.46K $278K
ITT
Itt Inc.

Industrials
-26
- 4.97%
$112.67 - $157.95 $2.93K - $4.11K
497 $77K
APLD
Applied Blockchain, Inc.

Financial Services
-377
- 12.06%
$3.53 - $13.86 $1.33K - $5.23K
2.75K $27K
FN
Fabrinet

Technology
-10
- 6.71%
$171.03 - $298.93 $1.71K - $2.99K
139 $40K
SIVR
Abrdn Silver ETF Trust

ETFs
-210
- 2.05%
$28.36 - $35.37 $5.96K - $7.43K
10K $344K
BSEP
Innovator U.S. Equity Buffer E

ETFs
-743
- 5.43%
$38.32 - $45.16 $28.5K - $33.6K
12.9K $583K
KEYS
Keysight Technologies, Inc.

Technology
-13
- 1.3%
$127.02 - $165.4 $1.65K - $2.15K
985 $161K
SYF
Synchrony Financial

Financial Services
-774
- 16.7%
$43.81 - $66.74 $33.9K - $51.7K
3.86K $257K
NVEE
Nv5 Global, Inc.

Industrials
-65
- 1.78%
$15.12 - $23.09 $983 - $1.5K
3.58K $82K
CHTR
Charter Communications, Inc.

Communication Services
-20
- 3.86%
$321.68 - $427.25 $6.43K - $8.55K
498 $203K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-10
- 5.46%
$328.01 - $475.68 $3.28K - $4.76K
173 $80K
NVT
N Vent Electric PLC

Industrials
-37
- 4.85%
$45.2 - $73.35 $1.67K - $2.71K
726 $53K
TMC
Tmc The Metals CO Inc.

Basic Materials
-1.5K
- 30.0%
$1.62 - $7.49 $2.43K - $11.2K
3.5K $23K
CSX
Csx Corp

Industrials
-112
- 1.99%
$26.69 - $32.91 $2.99K - $3.69K
5.53K $180K
ADI
Analog Devices Inc

Technology
-25
- 4.23%
$164.6 - $238.02 $4.12K - $5.95K
566 $134K
KD
Kyndryl Holdings, Inc.

Technology
-305
- 11.16%
$27.77 - $41.96 $8.47K - $12.8K
2.43K $101K
ZS
Zscaler, Inc.

Technology
-153
- 27.52%
$174.67 - $315.32 $26.7K - $48.2K
403 $126K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-22
- 0.29%
$37.18 - $42.23 $818 - $929
7.65K $322K
QLYS
Qualys, Inc.

Technology
-16
- 1.38%
$115.21 - $142.87 $1.84K - $2.29K
1.14K $163K
BCS
Barclays PLC

Financial Services
-1.44K
- 10.6%
$12.69 - $18.61 $18.3K - $26.8K
12.2K $226K
BMAR
Innovator U.S. Equity Buffer E

ETFs
-522
- 4.17%
$41.56 - $49.04 $21.7K - $25.6K
12K $588K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-3
- 0.04%
$38.7 - $44.05 $116 - $132
8.22K $361K
LITE
Lumentum Holdings Inc.

Technology
-13
- 1.84%
$49.56 - $95.06 $644 - $1.24K
692 $65K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-416
- 2.7%
$35.3 - $40.46 $14.7K - $16.8K
15K $605K
IXUS
Ishares Tr

ETFs
-274
- 4.56%
$62.37 - $77.63 $17.1K - $21.3K
5.74K $443K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-1
- 0.25%
$299.15 - $396.54 $299 - $397
395 $156K
BA
Boeing CO

Industrials
-56
- 5.9%
$136.59 - $217.51 $7.65K - $12.2K
893 $187K
DELL
Dell Technologies Inc.

Technology
-150
- 9.94%
$71.63 - $125.98 $10.7K - $18.9K
1.36K $166K
AXP
American Express CO

Financial Services
-274
- 11.19%
$231.39 - $318.98 $63.4K - $87.4K
2.17K $693K
NEU
Newmarket Corp

Basic Materials
-15
- 4.09%
$519.95 - $690.86 $7.8K - $10.4K
352 $243K
BOCT
Innovator U.S. Equity Buffer E

ETFs
-118
- 0.95%
$38.5 - $45.45 $4.54K - $5.36K
12.3K $558K
NU
Nu Holdings Ltd.

Financial Services
-228
- 1.96%
$9.6 - $13.72 $2.19K - $3.13K
11.4K $156K
FTLS
First Tr Long/Short Equity ETF

ETFs
-9
- 0.05%
$60.06 - $66.28 $541 - $597
17.9K $1.19M
BJAN
Innovator U.S. Equity Buffer E

ETFs
-55
- 0.46%
$42.58 - $50.22 $2.34K - $2.76K
11.9K $599K
BNOV
Innovator U.S. Equity Buffer E

ETFs
-76
- 0.54%
$34.94 - $41.25 $2.66K - $3.14K
14.1K $582K
DASH
Door Dash, Inc.

Communication Services
-102
- 9.77%
$163.16 - $246.51 $16.6K - $25.1K
942 $232K
PWR
Quanta Services, Inc.

Industrials
-625
- 27.46%
$239.47 - $381.26 $150K - $238K
1.65K $624K
DUHP
Dimensional ETF Tr Dimensional

ETFs
-635
- 2.03%
$29.36 - $35.56 $18.6K - $22.6K
30.6K $1.09M
BK
Bank Of New York Mellon Corp

Financial Services
-526
- 3.57%
$73.31 - $91.62 $38.6K - $48.2K
14.2K $1.29M
FLEX
Flex Ltd.

Technology
-45
- 1.19%
$26.68 - $50.09 $1.2K - $2.25K
3.75K $187K
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
Track This Portfolio

Track Srs Capital Advisors, Inc. Portfolio

Follow Srs Capital Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Srs Capital Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Srs Capital Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email