Srs Capital Advisors, Inc. Reduced Holdings in Q3 2024

Srs Capital Advisors, Inc.

  • $1.07 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BAPR
Innovator U.S. Equity Buffer E

ETFs
-48
- 0.38%
$39.97 - $43.37 $1.92K - $2.08K
12.8K $552K
ACGL
Arch Capital Group Ltd.

Financial Services
-9
- 0.44%
$94.47 - $114.25 $850 - $1.03K
2.03K $227K
XLU
Utilities Sector Spdr

ETFs
-63
- 2.87%
$67.67 - $80.78 $4.26K - $5.09K
2.13K $172K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-23
- 2.07%
$150.01 - $182.29 $3.45K - $4.19K
1.09K $198K
THG
Hanover Insurance Group, Inc.

Financial Services
-94
- 4.99%
$123.93 - $149.6 $11.6K - $14.1K
1.79K $265K
PG
Procter & Gamble CO

Consumer Defensive
-39
- 0.88%
$160.76 - $177.82 $6.27K - $6.93K
4.39K $760K
APD
Air Products & Chemicals, Inc.

Basic Materials
-16
- 1.67%
$247.34 - $300.11 $3.96K - $4.8K
941 $280K
WAT
Waters Corp

Healthcare
-22
- 3.63%
$282.7 - $359.89 $6.22K - $7.92K
584 $210K
VGIT
Vanguard Intermediate Term Tre

ETFs
-127
- 0.63%
$57.8 - $60.8 $7.34K - $7.72K
19.9K $1.2M
NEE
Nextera Energy Inc

Utilities
-249
- 5.97%
$69.9 - $84.97 $17.4K - $21.2K
3.92K $331K
CBRE
Cbre Group, Inc.

Real Estate
-3.97K
- 26.27%
$85.97 - $124.48 $342K - $495K
11.2K $1.39M
VIRT
Virtu Financial, Inc.

Financial Services
-64
- 1.17%
$21.68 - $32.43 $1.39K - $2.08K
5.41K $164K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-19.8K
- 2.58%
$51.02 - $52.74 $1.01M - $1.04M
745K $39.2M
TYL
Tyler Technologies Inc

Technology
-41
- 4.72%
$499.52 - $595.46 $20.5K - $24.4K
827 $482K
ADP
Automatic Data Processing Inc

Industrials
-281
- 8.32%
$233.44 - $279.45 $65.6K - $78.5K
3.1K $857K
NSC
Norfolk Southern Corp

Industrials
-14
- 0.81%
$213.75 - $259.69 $2.99K - $3.64K
1.72K $426K
CSCO
Cisco Systems, Inc.

Technology
-17
- 0.16%
$44.74 - $53.22 $761 - $905
10.5K $557K
JPM
Jpmorgan Chase & CO

Financial Services
-108
- 1.11%
$194.9 - $224.8 $21K - $24.3K
9.6K $2.02M
TRV
Travelers Companies, Inc.

Financial Services
-5
- 0.23%
$201.87 - $242.35 $1.01K - $1.21K
2.21K $516K
RTX
Raytheon Technologies Corp

Industrials
-101
- 2.53%
$99.55 - $123.34 $10.1K - $12.5K
3.9K $471K
IVV
Ishares Core S&P 500 ETF

ETFs
-10
- 0.39%
$520.18 - $576.82 $5.2K - $5.77K
2.56K $1.48M
XDSQ
Innovator Etfs Tr Us Equity Ac
-237
- 0.5%
$31.47 - $35.08 $7.46K - $8.31K
47K $1.65M
SITE
Site One Landscape Supply, Inc.

Industrials
-295
- 5.9%
$115.64 - $153.52 $34.1K - $45.3K
4.7K $709K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-7
- 0.49%
$370.41 - $491.09 $2.59K - $3.44K
1.43K $667K
MPWR
Monolithic Power Systems Inc

Technology
-24
- 1.82%
$757.04 - $947.16 $18.2K - $22.7K
1.3K $1.2M
VEEV
Veeva Systems Inc

Healthcare
-157
- 2.84%
$180.43 - $223.9 $28.3K - $35.2K
5.36K $1.13M
TDG
Trans Digm Group Inc

Industrials
-52
- 4.03%
$1202.03 - $1427.41 $62.5K - $74.2K
1.24K $1.77M
CARR
Carrier Global Corp

Industrials
-142
- 1.73%
$61.9 - $80.88 $8.79K - $11.5K
8.06K $648K
GWRE
Guidewire Software, Inc.

Technology
-1.86K
- 17.37%
$137.04 - $182.94 $255K - $340K
8.84K $1.62M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-24
- 0.97%
$531.86 - $624.21 $12.8K - $15K
2.46K $1.52M
HCA
Hca Healthcare, Inc.

Healthcare
-37
- 1.93%
$315.12 - $406.43 $11.7K - $15K
1.88K $765K
PH
Parker Hannifin Corp

Industrials
-1
- 0.08%
$501.01 - $635.92 $501 - $636
1.21K $763K
MCO
Moodys Corp

Financial Services
-63
- 1.84%
$421.49 - $494.67 $26.6K - $31.2K
3.36K $1.59M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-6.97K
- 2.63%
$92.63 - $105.69 $646K - $737K
258K $26.9M
LOW
Lowes Companies Inc

Consumer Cyclical
-34
- 1.01%
$213.3 - $270.78 $7.25K - $9.21K
3.33K $902K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-446
- 1.37%
$113.41 - $125.62 $50.6K - $56K
32.1K $4.03M
DHI
Horton D R Inc

Consumer Cyclical
-35
- 0.98%
$135.21 - $197.06 $4.73K - $6.9K
3.53K $673K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-489
- 0.85%
$59.93 - $66.52 $29.3K - $32.5K
57.2K $3.8M
BX
Blackstone Inc.

Financial Services
-277
- 3.56%
$120.77 - $159.66 $33.5K - $44.2K
7.5K $1.15M
DHR
Danaher Corp

Healthcare
-50
- 0.65%
$239.25 - $280.76 $12K - $14K
7.62K $2.12M
JNJ
Johnson & Johnson

Healthcare
-142
- 0.91%
$145.48 - $167.38 $20.7K - $23.8K
15.5K $2.51M
IBM
International Business Machines Corp

Technology
-520
- 6.83%
$175.1 - $223.38 $91.1K - $116K
7.09K $1.57M
MA
Mastercard Inc

Financial Services
-24
- 0.38%
$429.6 - $500.99 $10.3K - $12K
6.27K $3.1M
SPGI
S&P Global Inc.

Financial Services
-412
- 4.99%
$446.32 - $527.38 $184K - $217K
7.84K $4.05M
DVY
Ishares Tr

ETFs
-181
- 0.6%
$119.99 - $135.74 $21.7K - $24.6K
30.1K $4.06M
IAU
Ishares Gold Trust

ETFs
-916
- 1.18%
$44.06 - $50.5 $40.4K - $46.3K
76.6K $3.81M
SHW
Sherwin Williams CO

Basic Materials
-4
- 0.06%
$294.65 - $384.0 $1.18K - $1.54K
6.38K $2.43M
VNQ
Vanguard Specialized Funds Van

ETFs
-37
- 0.09%
$82.97 - $98.97 $3.07K - $3.66K
41.9K $4.08M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-4.78K
- 1.99%
$106.11 - $113.72 $507K - $544K
235K $26.6M
Activity Summary
Buys All Purchases 984 New Holdings 148 Increased Positions 836 Sells All Sells 405 Reductions 405 Sold out 0 Options Calls 0 Puts 0
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