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
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-1.16K
- 34.06%
$22.54 - $23.17 $26.2K - $26.9K
2.25K $51K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
-336
- 41.69%
$78.85 - $101.3 $26.5K - $34K
470 $46K
DEO
Diageo PLC

Consumer Defensive
-164
- 7.37%
$99.86 - $115.75 $16.4K - $19K
2.06K $207K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-394
- 18.13%
$44.37 - $50.04 $17.5K - $19.7K
1.78K $84K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-845
- 11.35%
$32.99 - $38.56 $27.9K - $32.6K
6.6K $250K
EQH
Equitable Holdings, Inc.

Financial Services
-490
- 62.03%
$43.98 - $56.1 $21.6K - $27.5K
300 $16K
WTM
White Mountains Insurance Group LTD

Financial Services
-1
- 0.55%
$1699.35 - $1901.99 $1.7K - $1.9K
181 $325K
ST
Sensata Technologies Holding PLC

Technology
-1.92K
- 33.79%
$17.69 - $30.11 $34K - $57.9K
3.77K $113K
WCC
Wesco International Inc

Industrials
-382
- 24.66%
$132.86 - $186.1 $50.8K - $71.1K
1.17K $216K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-712
- 13.73%
$35.3 - $37.51 $25.1K - $26.7K
4.47K $167K
FNDF
Schwab Fundamental Intl Large

ETFs
-632
- 98.44%
$32.25 - $40.02 $20.4K - $25.3K
10 $0
JAMF
Jamf Holding Corp.

Technology
-1.83K
- 92.81%
$9.09 - $12.65 $16.7K - $23.2K
142 $1K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-505
- 14.39%
$45.12 - $46.23 $22.8K - $23.3K
3.01K $138K
VLUE
Ishares Msci Usa Value Factor

ETFs
-289
- 18.78%
$93.5 - $113.21 $27K - $32.7K
1.25K $141K
BAPR
Innovator U.S. Equity Buffer E

ETFs
-1.27K
- 10.17%
$38.86 - $45.19 $49.5K - $57.6K
11.2K $508K
VRSK
Verisk Analytics, Inc.

Industrials
-100
- 17.21%
$277.03 - $321.33 $27.7K - $32.1K
481 $149K
SON
Sonoco Products CO

Consumer Cyclical
-363
- 24.44%
$40.6 - $47.93 $14.7K - $17.4K
1.12K $48K
IPGP
Ipg Photonics Corp

Technology
-350
- 82.74%
$49.68 - $69.26 $17.4K - $24.2K
73 $5K
AMP
Ameriprise Financial Inc

Financial Services
-67
- 22.79%
$422.19 - $533.73 $28.3K - $35.8K
227 $121K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
-529
- 13.22%
$21.06 - $24.14 $11.1K - $12.8K
3.47K $74K
BOKF
Bok Financial Corp

Financial Services
-193
- 95.54%
$87.86 - $103.42 $17K - $20K
9 $0
FSV
First Service Corp

Real Estate
-144
- 27.96%
$158.93 - $179.74 $22.9K - $25.9K
371 $64K
TSCO
Tractor Supply CO

Consumer Cyclical
-315
- 21.23%
$47.86 - $55.77 $15.1K - $17.6K
1.17K $61K
MMM
3 M CO

Industrials
-194
- 11.36%
$126.09 - $154.15 $24.5K - $29.9K
1.51K $230K
LNG
Cheniere Energy, Inc.

Energy
-119
- 14.64%
$197.25 - $244.33 $23.5K - $29.1K
694 $169K
OKTA
Okta, Inc.

Technology
-156
- 29.77%
$91.24 - $127.3 $14.2K - $19.9K
368 $36K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-489
- 20.0%
$22.66 - $26.12 $11.1K - $12.8K
1.96K $47K
OTIS
Otis Worldwide Corp

Industrials
-128
- 7.42%
$90.88 - $104.3 $11.6K - $13.4K
1.6K $158K
SJNK
Spdr Bloomberg Short Term High

ETFs
-784
- 17.75%
$24.12 - $25.48 $18.9K - $20K
3.63K $92K
ZI
Zoom Info Technologies Inc.

Technology
-1.93K
- 70.08%
$7.41 - $10.31 $14.3K - $19.9K
823 $8K
MAT
Mattel Inc

Consumer Cyclical
-946
- 68.06%
$14.55 - $20.12 $13.8K - $19K
444 $8K
IXN
Ishares Global Information Tec

ETFs
-449
- 32.94%
$65.81 - $92.34 $29.5K - $41.5K
914 $84K
WST
West Pharmaceutical Services Inc

Healthcare
-23
- 0.82%
$190.39 - $227.7 $4.38K - $5.24K
2.77K $605K
PKI
Perkinelmer Inc

Healthcare
-154
- 57.46%
N/A
114 $13K
MAA
Mid America Apartment Communities Inc.

Real Estate
-21
- 2.77%
$145.91 - $168.0 $3.06K - $3.53K
738 $109K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-629
- 12.97%
$29.82 - $30.19 $18.8K - $19K
4.22K $127K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-679
- 50.67%
$23.54 - $27.53 $16K - $18.7K
661 $17K
CFLT
Confluent, Inc.

Technology
-856
- 30.08%
$19.44 - $24.93 $16.6K - $21.3K
1.99K $49K
WMG
Warner Music Group Corp.

Communication Services
-251
- 9.65%
$25.91 - $31.32 $6.5K - $7.86K
2.35K $64K
ESTC
Elastic N.V.

Technology
-190
- 71.97%
$73.36 - $94.17 $13.9K - $17.9K
74 $6K
IFF
International Flavors & Fragrances Inc

Basic Materials
-183
- 22.82%
$66.85 - $79.33 $12.2K - $14.5K
619 $45K
HAL
Halliburton CO

Energy
-220
- 9.2%
$19.26 - $25.7 $4.24K - $5.65K
2.17K $44K
NUS
Nu Skin Enterprises, Inc.

Consumer Defensive
-2.28K
- 93.75%
$5.48 - $8.63 $12.5K - $19.7K
152 $1K
AKAM
Akamai Technologies Inc

Technology
-186
- 28.18%
N/A
474 $43K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-824
- 10.07%
$22.4 - $23.8 $18.5K - $19.6K
7.36K $175K
SNDR
Schneider National, Inc.

Industrials
-759
- 45.21%
$21.06 - $24.75 $16K - $18.8K
920 $22K
RECS
Columbia ETF Tr I

ETFs
-737
- 23.67%
$29.4 - $36.79 $21.7K - $27.1K
2.38K $87K
PSTG
Pure Storage, Inc.

Technology
-437
- 65.91%
$37.18 - $57.58 $16.2K - $25.2K
226 $13K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-198
- 28.17%
$86.05 - $107.7 $17K - $21.3K
505 $54K
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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