Srs Capital Advisors, Inc. has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.07 Billion distributed in 3247 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $39.3M, Ishares Trust Ishares 1 5 Year with a value of $39.2M, Schwab Strategic Us Tips ETF with a value of $37.6M, Vanguard Growth ETF with a value of $37.5M, and Invesco Qqq Trust, Series 1 with a value of $34.8M.

Examining the 13F form we can see an increase of $89.5M in the current position value, from $977M to 1.07B.

Srs Capital Advisors, Inc. is based out at Denver, CO

Below you can find more details about Srs Capital Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.07 Billion
ETFs: $840 Million
Technology: $59.1 Million
Healthcare: $33.1 Million
Financial Services: $31.8 Million
Consumer Cyclical: $25.7 Million
Industrials: $23.9 Million
Communication Services: $13.7 Million
Basic Materials: $8.81 Million
Other: $25.1 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 3,247
  • Current Value $1.07 Billion
  • Prior Value $977 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 148 stocks
  • Additional Purchases 836 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 405 stocks
Track This Portfolio

Track Srs Capital Advisors, Inc. Portfolio

Follow Srs Capital Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Srs Capital Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Srs Capital Advisors, Inc. with notifications on news.