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
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-491
- 30.67%
$106.81 - $136.49 $52.4K - $67K
1.11K $151K
IP
International Paper CO

Consumer Cyclical
-259
- 5.81%
$43.89 - $54.46 $11.4K - $14.1K
4.2K $196K
MAN
Manpower Group Inc.

Industrials
-519
- 45.13%
$38.37 - $58.77 $19.9K - $30.5K
631 $25K
BMAY
Innovator U.S. Equity Buffer E

ETFs
-1.76K
- 13.13%
$36.09 - $42.2 $63.4K - $74.1K
11.6K $490K
UFPI
Ufp Industries Inc

Basic Materials
-325
- 32.63%
$94.93 - $109.1 $30.9K - $35.5K
671 $66K
IWN
Ishares Russell2000 Val ETF

ETFs
-494
- 9.06%
$131.84 - $157.76 $65.1K - $77.9K
4.96K $782K
NVS
Novartis Ag

Healthcare
-630
- 15.92%
$101.96 - $121.01 $64.2K - $76.2K
3.33K $402K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.56K
- 9.65%
$51.16 - $62.02 $80K - $96.9K
14.6K $907K
BAC
Bank Of America Corp

Financial Services
-6.18K
- 13.58%
$34.39 - $47.46 $213K - $293K
39.3K $1.86M
GRMN
Garmin LTD

Technology
-162
- 29.56%
$173.63 - $218.07 $28.1K - $35.3K
386 $80K
HPE
Hewlett Packard Enterprise CO

Technology
-5.11K
- 37.9%
$12.51 - $20.45 $63.9K - $104K
8.37K $171K
GIS
General Mills Inc

Consumer Defensive
-233
- 7.94%
$50.37 - $60.97 $11.7K - $14.2K
2.7K $139K
SJM
J M Smucker CO

Consumer Defensive
-291
- 73.67%
$94.41 - $118.52 $27.5K - $34.5K
104 $10K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-468
- 1.7%
$72.12 - $76.23 $33.8K - $35.7K
27.1K $2.05M
ABM
Abm Industries Inc

Industrials
-754
- 52.32%
$42.24 - $52.72 $31.8K - $39.8K
687 $32K
KHC
Kraft Heinz CO

Consumer Defensive
-677
- 18.04%
$25.61 - $30.81 $17.3K - $20.9K
3.08K $79K
TTE
Total Energies Se

Energy
-514
- 35.4%
N/A
938 $64K
BCE
Bce Inc

Communication Services
-1.34K
- 22.28%
$20.87 - $22.95 $28K - $30.8K
4.69K $103K
TROW
Price T Rowe Group Inc

Financial Services
-439
- 27.61%
$80.27 - $98.06 $35.2K - $43K
1.15K $111K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.07K
- 21.92%
$57.41 - $74.81 $61.3K - $79.9K
3.81K $282K
PRGO
Perrigo CO PLC

Healthcare
-1.11K
- 31.56%
$24.36 - $27.91 $27.1K - $31.1K
2.42K $64K
ABT
Abbott Laboratories

Healthcare
-377
- 7.23%
$123.95 - $138.08 $46.7K - $52.1K
4.83K $657K
XLV
Select Sector Spdr Fund Health

ETFs
-81
- 3.97%
$128.77 - $144.3 $10.4K - $11.7K
1.96K $263K
ATO
Atmos Energy Corp

Utilities
-214
- 62.39%
$145.06 - $162.66 $31K - $34.8K
129 $19K
LEN
Lennar Corp

Consumer Cyclical
-286
- 48.81%
$102.76 - $115.66 $29.4K - $33.1K
300 $33K
SE
Sea LTD

Consumer Cyclical
-1.03K
- 23.15%
$105.57 - $170.4 $109K - $176K
3.43K $548K
BKR
Baker Hughes CO

Energy
-592
- 34.2%
$35.0 - $44.92 $20.7K - $26.6K
1.14K $43K
BWXT
Bwx Technologies, Inc.

Industrials
-981
- 41.05%
$89.24 - $144.06 $87.5K - $141K
1.41K $202K
ITA
Ishares Tr

ETFs
-214
- 98.17%
$135.31 - $188.64 $29K - $40.4K
4 $0
ALLY
Ally Financial Inc.

Financial Services
-1K
- 34.1%
$30.09 - $38.95 $30.2K - $39K
1.94K $75K
DFSD
Dimensional ETF Tr Short Durat

ETFs
-709
- 12.52%
$47.09 - $48.01 $33.4K - $34K
4.96K $237K
FDX
Fedex Corp

Industrials
-97
- 16.19%
$198.07 - $245.17 $19.2K - $23.8K
502 $114K
ET
Energy Transfer LP

Energy
-815
- 2.46%
$15.65 - $18.93 $12.8K - $15.4K
32.4K $586K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
-839
- 46.05%
$26.94 - $34.72 $22.6K - $29.1K
983 $30K
SPOT
Spotify Technology S.A.

Communication Services
-376
- 31.6%
$503.3 - $775.9 $189K - $292K
814 $624K
G
Genpact LTD

Technology
-191
- 5.6%
$40.65 - $50.56 $7.76K - $9.66K
3.22K $141K
WSO
Watsco Inc

Industrials
-30
- 12.45%
$421.84 - $520.66 $12.7K - $15.6K
211 $93K
FAF
First American Financial Corp

Financial Services
-445
- 76.86%
$54.11 - $67.0 $24.1K - $29.8K
134 $8K
IAU
Ishares Gold Trust

ETFs
-4K
- 6.19%
$56.1 - $64.74 $224K - $259K
60.6K $3.78M
SBAC
Sba Communications Corp

Real Estate
-179
- 19.19%
$208.57 - $243.4 $37.3K - $43.6K
754 $177K
COMP
Compass, Inc.

Technology
-3.09K
- 85.67%
$5.8 - $8.98 $17.9K - $27.7K
516 $3K
HUN
Huntsman Corp

Basic Materials
-1.74K
- 92.59%
$10.28 - $15.52 $17.9K - $27K
139 $1K
ENTG
Entegris Inc

Technology
-102
- 3.61%
$62.92 - $86.2 $6.42K - $8.79K
2.73K $219K
WEC
Wec Energy Group, Inc.

Utilities
-133
- 4.31%
$102.24 - $109.76 $13.6K - $14.6K
2.96K $308K
INTA
Intapp, Inc.

Technology
-471
- 91.1%
$48.49 - $59.55 $22.8K - $28K
46 $2K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.09K
- 31.27%
$30.87 - $39.17 $33.7K - $42.7K
2.4K $93K
HYDB
Ishares Tr Edge High Yield Def

ETFs
-584
- 64.89%
$44.64 - $47.48 $26.1K - $27.7K
316 $15K
MOH
Molina Healthcare, Inc.

Healthcare
-61
- 21.94%
$290.25 - $353.24 $17.7K - $21.5K
217 $64K
ACGL
Arch Capital Group Ltd.

Financial Services
-145
- 5.25%
$84.99 - $96.82 $12.3K - $14K
2.62K $238K
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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