Srs Capital Advisors, Inc. Purchases in Q1 2025

Srs Capital Advisors, Inc.

  • $1.48 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVIG
American Centy ETF Tr Avantis

ETFs
645K
New
$40.06 - $41.55 $25.9M - $26.8M
645K $26.7M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
238K
+ 2444.11%
$91.45 - $91.75 $21.7M - $21.8M
247K $22.7M
ICSH
Blackrock Ultra Short Term Bon

ETFs
384K
+ 10185.48%
$50.44 - $50.7 $19.3M - $19.4M
387K $19.6M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
386K
+ 236734.36%
$50.03 - $50.27 $19.3M - $19.4M
386K $19.3M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
382K
+ 8846.44%
$50.39 - $50.66 $19.2M - $19.3M
386K $19.5M
AVLV
American Centy ETF Tr Avantis
255K
New
$63.51 - $70.42 $16.2M - $18M
255K $16.6M
DFAU
Dimensional ETF Tr

ETFs
313K
New
$37.84 - $42.29 $11.8M - $13.2M
313K $12M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
257K
+ 267.84%
$32.42 - $36.13 $8.33M - $9.28M
353K $11.6M
DFAI
Dimensional ETF Tr

ETFs
189K
New
$28.88 - $32.4 $5.47M - $6.14M
189K $5.91M
SCHP
Schwab Strategic Us Tips ETF

ETFs
157K
+ 11.29%
$25.69 - $26.89 $4.03M - $4.22M
1.55M $41.6M
MS
Morgan Stanley

Financial Services
27.9K
+ 1779.02%
$111.68 - $141.08 $3.12M - $3.94M
29.5K $3.44M
VEA
Vanguard Ftse Developed Market

ETFs
25.7K
+ 4.84%
$47.4 - $52.99 $1.22M - $1.36M
557K $28.3M
LQD
Ishares Iboxx $ Investment Gra

ETFs
19K
+ 7.76%
$105.1 - $109.61 $2M - $2.08M
264K $28.7M
DFAE
Dimensional ETF Tr

ETFs
95K
New
$24.64 - $26.86 $2.34M - $2.55M
95K $2.46M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.09K
+ 70.38%
$507.05 - $563.67 $2.58M - $2.87M
12.3K $6.33M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
71.2K
+ 64.35%
$32.49 - $37.99 $2.31M - $2.71M
182K $6.1M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
30.3K
+ 3.95%
$51.52 - $52.37 $1.56M - $1.59M
797K $41.8M
FVD
First Tr Value Line Divid Inde

ETFs
43.5K
+ 267.72%
$42.61 - $45.51 $1.85M - $1.98M
59.8K $2.66M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
22.6K
+ 56.08%
$73.78 - $76.59 $1.67M - $1.73M
63K $4.82M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
42.6K
+ 14.17%
$44.81 - $46.22 $1.91M - $1.97M
343K $15.5M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
34.6K
+ 581.8%
$49.34 - $55.91 $1.71M - $1.94M
40.6K $2.04M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
18.3K
New
$89.18 - $104.04 $1.63M - $1.91M
18.3K $1.68M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
New
$663000.0 - $801950.0 $1.33M - $1.6M
2 $1.6M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
26.6K
+ 6.21%
$42.4 - $44.11 $1.13M - $1.17M
455K $19.9M
GOOG
Alphabet Inc.

Communication Services
13K
+ 66.56%
$156.06 - $207.71 $2.03M - $2.7M
32.5K $5.08M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.74K
+ 37.8%
$551.42 - $612.93 $1.51M - $1.68M
10K $5.59M
MGV
Vanguard Mega Cap Value

ETFs
7.59K
+ 10.0%
$123.61 - $133.01 $938K - $1.01M
83.5K $10.8M
CSCO
Cisco Systems, Inc.

Technology
17.3K
+ 136.19%
$58.74 - $64.87 $1.02M - $1.12M
30.1K $1.86M
IVW
Ishares S&P 500 Growth ETF

ETFs
11.8K
+ 266.27%
$92.45 - $106.69 $1.09M - $1.26M
16.2K $1.51M
DUHP
Dimensional ETF Tr Dimensional

ETFs
31.2K
New
$32.57 - $35.82 $1.02M - $1.12M
31.2K $1.03M
T
At&T Inc.

Communication Services
26.3K
+ 58.15%
$21.56 - $28.28 $567K - $744K
71.5K $2.02M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
22.5K
+ 13.8%
$69.69 - $79.99 $1.57M - $1.8M
185K $13.2M
MDT
Medtronic PLC

Healthcare
9.82K
+ 408.96%
$79.84 - $94.5 $784K - $928K
12.2K $1.1M
CB
Chubb LTD

Financial Services
2.69K
+ 114.4%
$257.71 - $301.99 $692K - $811K
5.03K $1.52M
VGIT
Vanguard Intermediate Term Tre

ETFs
14.2K
+ 205.86%
$57.44 - $59.4 $816K - $843K
21.1K $1.25M
BLOK
Amplify ETF Tr Trnsformational

ETFs
22K
New
$36.88 - $49.3 $810K - $1.08M
22K $809K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.12K
+ 0.6%
$42.5 - $46.71 $133K - $146K
525K $23.8M
MO
Altria Group, Inc.

Consumer Defensive
11.8K
+ 136.37%
$50.81 - $60.02 $600K - $709K
20.5K $1.23M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
30.8K
+ 267.29%
$24.5 - $24.95 $756K - $770K
42.4K $1.05M
AIQ
Global X Funds Global X Artifi

ETFs
21K
+ 2502.99%
$36.38 - $42.77 $762K - $896K
21.8K $792K
ABBV
Abb Vie Inc.

Healthcare
2.02K
+ 19.89%
$169.2 - $216.66 $341K - $437K
12.2K $2.55M
VOE
Vanguard Mid Cap Value Index F

ETFs
4.71K
+ 50.15%
$156.61 - $168.02 $737K - $791K
14.1K $2.26M
IGV
Ishares Expanded Tech Software

ETFs
8.36K
New
$88.3 - $107.83 $738K - $901K
8.36K $743K
FDL
First Tr Morningstar Dividend

ETFs
10.3K
+ 11.17%
$39.69 - $43.83 $408K - $450K
102K $4.44M
CGGR
Capital Group Growth ETF Shs C

ETFs
21.6K
+ 283.34%
$33.98 - $39.84 $734K - $860K
29.2K $1M
XSW
Spdr S&P Software & Services E

ETFs
4.42K
+ 4966.29%
$159.76 - $197.42 $706K - $873K
4.51K $720K
RTX
Raytheon Technologies Corp

Industrials
4.68K
+ 96.54%
$114.1 - $135.66 $534K - $635K
9.53K $1.26M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
14.1K
New
$47.25 - $67.02 $668K - $948K
14.1K $673K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
26.5K
+ 123.0%
$24.66 - $26.1 $654K - $692K
48.1K $1.2M
Activity Summary
Buys All Purchases 1562 New Holdings 709 Increased Positions 853 Sells All Sells 892 Reductions 892 Sold out 0 Options Calls 0 Puts 0
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.

Choose your preferred platform and Sign Up 👇 Telegram Email