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
DOCU
Docusign, Inc.

Technology
-13
- 1.55%
$70.35 - $93.84 $915 - $1.22K
824 $64K
CRC
California Resources Corp

Energy
-90
- 86.54%
$32.4 - $47.27 $2.92K - $4.25K
14 $0
MARA
Marathon Digital Holdings, Inc.

Financial Services
-170
- 28.33%
N/A
430 $9K
BKH
Black Hills Corp

Utilities
-46
- 16.91%
$55.66 - $61.75 $2.56K - $2.84K
226 $12K
SKY
Skyline Champion Corp

Consumer Cyclical
-34
- 73.91%
$60.33 - $94.94 $2.05K - $3.23K
12 $0
ALB
Albemarle Corp

Basic Materials
-30
- 14.02%
$50.76 - $72.25 $1.52K - $2.17K
184 $11K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-27
- 64.29%
$139.81 - $165.8 $3.77K - $4.48K
15 $2K
DFSV
Dimensional ETF Tr Dimensional

ETFs
-166
- 11.12%
$24.21 - $29.47 $4.02K - $4.89K
1.33K $39K
CENTA
Central Garden & Pet Company C

Consumer Defensive
-97
- 29.39%
$29.57 - $32.86 $2.87K - $3.19K
233 $7K
AZTA
Azenta, Inc.

Healthcare
-11
- 1.59%
$25.03 - $35.41 $275 - $390
680 $20K
VVV
Valvoline Inc

Energy
-112
- 33.94%
$31.48 - $38.2 $3.53K - $4.28K
218 $8K
CTS
Cts Corp

Technology
-72
- 39.56%
$34.96 - $43.62 $2.52K - $3.14K
110 $4K
UHAL
Amerco

Industrials
-28
- 7.67%
$58.65 - $67.88 $1.64K - $1.9K
337 $20K
BPMC
Blueprint Medicines Corp

Healthcare
-56
- 47.86%
$79.22 - $128.4 $4.44K - $7.19K
61 $7K
AES
Aes Corp

Utilities
-208
- 37.55%
$9.63 - $12.55 $2K - $2.61K
346 $3K
BHP
Bhp Group LTD

Basic Materials
-65
- 18.62%
$40.22 - $50.88 $2.61K - $3.31K
284 $13K
ZIP
Ziprecruiter, Inc.

Industrials
-494
- 59.45%
$4.36 - $6.45 $2.15K - $3.19K
337 $1K
FIBK
First Interstate Bancsystem Inc

Financial Services
-95
- 17.5%
$23.86 - $29.01 $2.27K - $2.76K
448 $12K
CLDT
Chatham Lodging Trust

Real Estate
-414
- 79.46%
$6.11 - $7.33 $2.53K - $3.03K
107 $0
LGIH
Lgi Homes, Inc.

Consumer Cyclical
-30
- 37.97%
$47.34 - $67.22 $1.42K - $2.02K
49 $2K
SSB
South State Corp

Financial Services
-29
- 14.8%
$80.59 - $94.67 $2.34K - $2.75K
167 $15K
SLG
Sl Green Realty Corp

Real Estate
-49
- 52.13%
$47.9 - $65.94 $2.35K - $3.23K
45 $2K
CG
Carlyle Group Inc.

Financial Services
-146
- 24.33%
$34.78 - $51.4 $5.08K - $7.5K
454 $23K
MSGS
Madison Square Garden Sports Corp.

Communication Services
-21
- 25.93%
$175.61 - $208.95 $3.69K - $4.39K
60 $12K
RPM
Rpm International Inc

Basic Materials
-20
- 17.39%
$96.97 - $117.58 $1.94K - $2.35K
95 $10K
BILL
Bill.Com Holdings, Inc.

Technology
-61
- 55.45%
$37.81 - $48.03 $2.31K - $2.93K
49 $2K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-154
- 22.78%
$20.12 - $21.0 $3.1K - $3.23K
522 $10K
PWP
Perella Weinberg Partners

Financial Services
-189
- 77.46%
$15.45 - $19.88 $2.92K - $3.76K
55 $1K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-111
- 8.86%
$36.25 - $42.28 $4.02K - $4.69K
1.14K $48K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-55
- 0.19%
$10.78 - $11.28 $593 - $620
29.1K $323K
CMRE
Costamare Inc.

Industrials
-323
- 88.74%
$6.84 - $10.34 $2.21K - $3.34K
41 $0
NJR
New Jersey Resources Corp

Utilities
-44
- 15.94%
$44.23 - $49.97 $1.95K - $2.2K
232 $10K
NWE
Northwestern Corp

Utilities
-35
- 72.92%
$50.8 - $59.51 $1.78K - $2.08K
13 $0
EXPE
Expedia Group, Inc.

Consumer Cyclical
-18
- 1.79%
$136.63 - $176.62 $2.46K - $3.18K
987 $166K
ASIX
Advan Six Inc.

Basic Materials
-114
- 17.35%
$18.69 - $24.81 $2.13K - $2.83K
543 $12K
GFF
Griffon Corp

Industrials
-23
- 41.07%
$64.73 - $74.97 $1.49K - $1.72K
33 $2K
RWT
Redwood Trust Inc

Real Estate
-434
- 69.33%
$4.95 - $6.22 $2.15K - $2.7K
192 $1K
UNM
Unum Group

Financial Services
-7
- 0.28%
$70.48 - $82.91 $493 - $580
2.53K $204K
AOK
Ishares Tr Core Conservative A

ETFs
-122
- 7.01%
$36.09 - $39.07 $4.4K - $4.77K
1.62K $63K
WU
Western Union CO

Financial Services
-39
- 5.23%
$8.37 - $10.63 $326 - $415
706 $5K
WSM
Williams Sonoma Inc

Consumer Cyclical
-27
- 6.52%
$137.62 - $174.44 $3.72K - $4.71K
387 $63K
IEX
Idex Corp

Industrials
-7
- 8.64%
$160.66 - $191.29 $1.12K - $1.34K
74 $12K
GIII
G Iii Apparel Group LTD

Consumer Cyclical
-55
- 48.67%
$20.54 - $29.09 $1.13K - $1.6K
58 $1K
HL
Hecla Mining CO

Basic Materials
-354
- 69.41%
$4.54 - $6.45 $1.61K - $2.28K
156 $0
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-2.96K
- 6.16%
$23.45 - $26.56 $69.4K - $78.6K
45.1K $1.2M
RGR
Sturm Ruger & CO Inc

Industrials
-57
- 68.67%
N/A
26 $1K
BKU
Bank United, Inc.

Financial Services
-37
- 58.73%
$29.48 - $36.33 $1.09K - $1.34K
26 $0
HRB
H&R Block Inc

Consumer Cyclical
-47
- 1.82%
$54.32 - $63.04 $2.55K - $2.96K
2.54K $139K
ALG
Alamo Group Inc

Industrials
-11
- 55.0%
$158.47 - $219.45 $1.74K - $2.41K
9 $1K
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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