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
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-2.37K
- 47.29%
$34.28 - $41.6 $81.2K - $98.6K
2.64K $109K
BP
Bp PLC

Energy
-1.94K
- 27.26%
$26.11 - $33.81 $50.7K - $65.7K
5.18K $155K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.7K
- 1.44%
$77.74 - $78.78 $132K - $134K
116K $9.15M
LCG
Northern Lts Fd Tr Iv Sterling

ETFs
-16.5K
- 14.59%
$24.74 - $31.63 $409K - $523K
96.8K $3.06M
SNY
Sanofi

Healthcare
-844
- 13.85%
$47.62 - $55.44 $40.2K - $46.8K
5.25K $253K
HYG
Ishares Tr

ETFs
-1.06K
- 77.13%
$75.75 - $80.65 $80.2K - $85.4K
314 $25K
TMUS
T Mobile Us, Inc.

Communication Services
-95
- 4.63%
$220.99 - $268.54 $21K - $25.5K
1.96K $466K
ROP
Roper Technologies Inc

Industrials
-46
- 1.91%
$519.19 - $590.78 $23.9K - $27.2K
2.36K $1.34M
FANG
Diamondback Energy, Inc.

Energy
-6
- 0.17%
$119.25 - $161.49 $716 - $969
3.53K $484K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-966
- 54.03%
$53.23 - $70.65 $51.4K - $68.2K
822 $47K
HPQ
Hp Inc

Technology
-2.13K
- 27.68%
$21.88 - $29.32 $46.6K - $62.5K
5.57K $136K
ENSG
Ensign Group, Inc

Healthcare
-811
- 41.8%
$119.93 - $156.36 $97.3K - $127K
1.13K $174K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-1.79K
- 85.54%
$40.82 - $43.14 $72.9K - $77.1K
302 $13K
PPL
Ppl Corp

Utilities
-1.53K
- 15.74%
$33.45 - $36.5 $51.1K - $55.8K
8.18K $277K
RACE
Ferrari N.V.

Consumer Cyclical
-221
- 35.93%
$397.86 - $499.02 $87.9K - $110K
394 $193K
FNF
Fidelity National Financial, Inc.

Financial Services
-644
- 18.3%
$53.62 - $66.59 $34.5K - $42.9K
2.88K $161K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-191
- 39.54%
$225.56 - $335.19 $43.1K - $64K
292 $69K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-864
- 13.45%
$81.46 - $94.63 $70.4K - $81.8K
5.56K $526K
LOW
Lowes Companies Inc

Consumer Cyclical
-111
- 3.25%
$210.83 - $235.28 $23.4K - $26.1K
3.31K $733K
JHG
Janus Henderson Group PLC

Financial Services
-1.83K
- 49.15%
$29.47 - $38.84 $53.9K - $71K
1.89K $73K
HDV
Ishares Core High Dividend ETF

ETFs
-148
- 1.32%
$108.41 - $120.51 $16K - $17.8K
11.1K $1.3M
CNS
Cohen & Steers, Inc.

Financial Services
-700
- 40.96%
$70.24 - $83.51 $49.2K - $58.5K
1.01K $76K
NICE
Nice Ltd.

Technology
-383
- 90.76%
$141.3 - $178.32 $54.1K - $68.3K
39 $6K
FTNT
Fortinet, Inc.

Technology
-695
- 39.78%
$84.71 - $108.69 $58.9K - $75.5K
1.05K $111K
TRNO
Terreno Realty Corp

Real Estate
-765
- 38.23%
$51.18 - $63.89 $39.2K - $48.9K
1.24K $69K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-1K
- 44.41%
$45.92 - $50.78 $46K - $50.9K
1.25K $58K
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
-3.09K
- 99.58%
$16.1 - $20.85 $49.8K - $64.5K
13 $0
PPC
Pilgrims Pride Corp

Consumer Defensive
-487
- 14.26%
$44.55 - $56.26 $21.7K - $27.4K
2.93K $131K
EMB
Ishares Tr

ETFs
-659
- 19.08%
$86.54 - $92.62 $57K - $61K
2.79K $258K
BJUN
Innovator U.S. Equity Buffer E

ETFs
-1.39K
- 10.16%
N/A
12.3K $479K
APP
App Lovin Corp

Technology
-660
- 31.72%
$219.37 - $417.89 $145K - $276K
1.42K $497K
OXY
Occidental Petroleum Corp

Energy
-432
- 8.83%
$36.11 - $49.33 $15.6K - $21.3K
4.46K $187K
CMCSA
Comcast Corp

Communication Services
-766
- 3.99%
$32.84 - $36.72 $25.2K - $28.1K
18.4K $658K
FTGC
First Trust Global Tactical CO

ETFs
-1.73K
- 25.05%
$23.09 - $25.91 $40K - $44.9K
5.18K $127K
NXST
Nexstar Media Group, Inc.

Communication Services
-240
- 23.79%
$144.68 - $181.86 $34.7K - $43.6K
769 $132K
SHW
Sherwin Williams CO

Basic Materials
-34
- 0.54%
$313.51 - $363.51 $10.7K - $12.4K
6.21K $2.13M
WEN
Wendy'S CO

Consumer Cyclical
-3.19K
- 98.04%
$11.11 - $14.72 $35.5K - $47K
64 $0
VLO
Valero Energy Corp

Energy
-382
- 23.71%
$104.69 - $141.77 $40K - $54.2K
1.23K $165K
TRMB
Trimble Inc.

Technology
-744
- 80.87%
$55.12 - $75.98 $41K - $56.5K
176 $13K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-419
- 8.6%
$99.97 - $129.69 $41.9K - $54.3K
4.45K $463K
TSN
Tyson Foods, Inc.

Consumer Defensive
-660
- 64.71%
$54.33 - $63.56 $35.9K - $41.9K
360 $20K
ESI
Element Solutions Inc

Basic Materials
-1.98K
- 23.42%
$17.5 - $22.96 $34.6K - $45.4K
6.46K $146K
AL
Air Lease Corp

Industrials
-1.37K
- 38.69%
$40.46 - $58.71 $55.5K - $80.6K
2.17K $127K
AYI
Acuity Brands Inc

Industrials
-191
- 52.47%
$223.31 - $304.18 $42.7K - $58.1K
173 $51K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-780
- 21.75%
$73.0 - $85.5 $56.9K - $66.7K
2.81K $235K
SRLN
Ssga Active Trust

ETFs
-1.06K
- 87.86%
$39.47 - $41.59 $41.7K - $44K
146 $6K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-5
- 0.49%
$421.16 - $509.5 $2.11K - $2.55K
1.02K $455K
FR
First Industrial Realty Trust Inc

Real Estate
-447
- 12.93%
$43.07 - $54.05 $19.3K - $24.2K
3.01K $144K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
-1.38K
- 84.39%
$25.21 - $34.03 $34.8K - $46.9K
255 $7K
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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