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
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-5.68K
- 38.53%
$33.13 - $40.67 $188K - $231K
9.07K $368K
ETR
Entergy Corp

Utilities
-2.08K
- 30.37%
$79.01 - $86.61 $164K - $180K
4.76K $395K
ICLR
Icon PLC

Healthcare
-996
- 72.49%
$126.62 - $168.7 $126K - $168K
378 $54K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-1.9K
- 57.85%
$84.41 - $106.28 $161K - $202K
1.39K $131K
HYLS
First Tr Tactical High Yield L

ETFs
-4.59K
- 36.9%
$39.8 - $41.84 $183K - $192K
7.85K $328K
FYX
First Tr Small Cap Core Alphad

ETFs
-2.12K
- 46.14%
$79.22 - $97.28 $168K - $207K
2.48K $241K
KMI
Kinder Morgan, Inc.

Energy
-6.17K
- 44.8%
$25.21 - $29.4 $156K - $181K
7.6K $223K
AZN
Astrazeneca PLC

Healthcare
-2.03K
- 28.16%
$64.87 - $75.0 $131K - $152K
5.17K $361K
BOND
Pimco Active Bond Exchange Tra

ETFs
-1.79K
- 54.1%
$89.87 - $92.93 $161K - $166K
1.52K $139K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-967
- 24.88%
$320.42 - $424.58 $310K - $411K
2.92K $1.24M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-1.47K
- 21.59%
$103.88 - $123.68 $152K - $182K
5.33K $658K
OMFS
Invesco Exchange Traded Self I

ETFs
-4.12K
- 63.69%
$33.88 - $40.17 $140K - $166K
2.35K $94K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-2.5K
- 50.0%
$59.98 - $74.92 $150K - $187K
2.5K $186K
GM
General Motors CO

Consumer Cyclical
-3.42K
- 32.04%
$42.48 - $50.46 $145K - $172K
7.25K $356K
ALL
Allstate Corp

Financial Services
-682
- 47.76%
$180.53 - $212.64 $123K - $145K
746 $150K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-2.84K
- 18.78%
$50.1 - $51.02 $142K - $145K
12.3K $627K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-3.69K
- 50.0%
$36.02 - $41.92 $133K - $155K
3.69K $154K
SSNC
Ss&C Technologies Holdings Inc

Technology
-1.67K
- 24.28%
$71.96 - $83.42 $120K - $139K
5.2K $430K
BDX
Becton Dickinson & CO

Healthcare
-364
- 26.02%
$165.15 - $226.42 $60.1K - $82.4K
1.04K $178K
IVZ
Invesco Ltd.

Financial Services
-9.46K
- 78.64%
$12.14 - $15.77 $115K - $149K
2.57K $40K
EHC
Encompass Health Corp

Healthcare
-1.81K
- 47.1%
$96.12 - $122.63 $173K - $221K
2.03K $248K
JCI
Johnson Controls International PLC

Industrials
-2.86K
- 44.91%
$71.14 - $105.62 $203K - $302K
3.51K $370K
AIG
American International Group, Inc.

Financial Services
-1.54K
- 40.1%
$77.56 - $87.72 $120K - $135K
2.3K $197K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.36K
- 36.61%
$108.06 - $135.3 $147K - $184K
2.35K $318K
IWM
Ishares Russell 2000 ETF

ETFs
-866
- 26.89%
$174.82 - $215.79 $151K - $187K
2.36K $508K
TFC
Truist Financial Corp

Financial Services
-3.71K
- 26.4%
$34.79 - $42.99 $129K - $159K
10.3K $444K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-2.83K
- 38.31%
$38.81 - $44.28 $110K - $125K
4.56K $193K
TECH
Bio Techne Corp

Healthcare
-424
- 2.77%
$46.66 - $58.38 $19.8K - $24.8K
14.9K $766K
RTX
Raytheon Technologies Corp

Industrials
-1.76K
- 18.44%
$113.75 - $148.48 $200K - $261K
7.78K $1.14M
STE
Steris PLC

Healthcare
-606
- 40.62%
$208.55 - $252.55 $126K - $153K
886 $212K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-2.98K
- 48.2%
$37.08 - $42.26 $110K - $126K
3.2K $132K
LGOV
First Tr ETF Iv Long Duration

ETFs
-5.55K
- 13.84%
$20.73 - $21.92 $115K - $122K
34.6K $740K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-739
- 24.52%
$224.16 - $285.86 $166K - $211K
2.28K $650K
CNC
Centene Corp

Healthcare
-1.78K
- 48.25%
$53.4 - $64.29 $94.8K - $114K
1.91K $103K
VT
Vanguard Total World Stk Index

ETFs
-1.07K
- 55.1%
$103.16 - $128.52 $110K - $138K
872 $112K
AZO
Autozone Inc

Consumer Cyclical
-27
- 21.43%
$3478.38 - $3880.15 $93.9K - $105K
99 $367K
TAP
Molson Coors Beverage CO

Consumer Defensive
-1.37K
- 39.47%
$47.24 - $62.46 $64.5K - $85.3K
2.1K $100K
DVY
Ishares Tr

ETFs
-513
- 1.88%
$118.37 - $134.86 $60.7K - $69.2K
26.7K $3.55M
TGT
Target Corp

Consumer Defensive
-910
- 30.27%
$88.76 - $105.77 $80.8K - $96.3K
2.1K $206K
DPZ
Dominos Pizza Inc

Consumer Cyclical
-208
- 16.49%
$430.72 - $497.52 $89.6K - $103K
1.05K $474K
HTGC
Hercules Capital, Inc.

Financial Services
-5.23K
- 75.68%
$16.24 - $19.1 $85K - $100K
1.68K $30K
SHV
Ishares Tr

ETFs
-921
- 9.0%
$110.06 - $110.46 $101K - $102K
9.31K $1.03M
AXTA
Axalta Coating Systems Ltd.

Basic Materials
-2.52K
- 33.24%
$28.49 - $33.82 $71.7K - $85.2K
5.06K $150K
BR
Broadridge Financial Solutions, Inc.

Technology
-405
- 25.54%
$217.22 - $246.25 $88K - $99.7K
1.18K $287K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-1.53K
- 6.54%
$47.42 - $51.67 $72.6K - $79.1K
21.9K $1.11M
KNSL
Kinsale Capital Group, Inc.

Financial Services
-179
- 11.45%
$419.99 - $501.97 $75.2K - $89.9K
1.39K $670K
ADP
Automatic Data Processing Inc

Industrials
-320
- 10.45%
$276.76 - $326.81 $88.6K - $105K
2.74K $845K
PEAK
Healthpeak Properties, Inc.

Real Estate
-4.75K
- 33.84%
N/A
9.28K $176K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-5.07K
- 50.13%
$15.5 - $20.28 $78.5K - $103K
5.04K $102K
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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