Srs Capital Advisors, Inc. has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.48 Billion distributed in 3368 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $60.6M, Vanguard Value ETF with a value of $47.3M, Ishares Trust Ishares 1 5 Year with a value of $41.8M, Schwab Strategic Us Tips ETF with a value of $41.6M, and Invesco Qqq Trust, Series 1 with a value of $38.6M.
Examining the 13F form we can see an decrease of $17M in the current position value, from $1.5B to 1.48B.
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
$1.48 Billion
ETFs: $1.15 Billion
Technology: $80.2 Million
Financial Services: $49.4 Million
Healthcare: $36.4 Million
Consumer Cyclical: $35.7 Million
Communication Services: $27 Million
Industrials: $27 Million
Energy: $14.1 Million
Other: $35.8 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
