Srs Capital Advisors, Inc. Purchases in Q3 2024

Srs Capital Advisors, Inc.

  • $1.07 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
282K
+ 626.13%
$96.25 - $101.98 $27.1M - $28.7M
327K $33.1M
SCHP
Schwab Strategic Us Tips ETF

ETFs
101K
+ 16.77%
$51.58 - $53.79 $5.19M - $5.41M
700K $37.6M
FIW
First Trust Water ETF

ETFs
38.5K
+ 29.58%
$98.0 - $109.33 $3.77M - $4.21M
169K $18.4M
RDVY
First Trust Rising Dividend Ac

ETFs
61.4K
+ 24.67%
$53.68 - $59.24 $3.3M - $3.64M
310K $18.4M
VTV
Vanguard Value ETF

ETFs
7.87K
+ 3.62%
$159.75 - $174.57 $1.26M - $1.37M
225K $39.3M
VOE
Vanguard Mid Cap Value Index F

ETFs
20.1K
+ 265.66%
$149.02 - $167.67 $2.99M - $3.36M
27.6K $4.63M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.52K
+ 1.29%
$41.9 - $48.26 $273K - $315K
511K $24.5M
FPE
First Tr Pfd Secs & Income ETF

ETFs
59.9K
+ 4.07%
$17.35 - $18.22 $1.04M - $1.09M
1.53M $27.7M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
41.1K
+ 17.88%
$45.6 - $46.83 $1.87M - $1.92M
271K $12.7M
VB
Vanguard Small Cap ETF

ETFs
718
+ 0.71%
$214.77 - $237.72 $154K - $171K
101K $24M
AAPL
Apple Inc.

Technology
932
+ 1.35%
$207.23 - $234.82 $193K - $219K
69.9K $16.3M
VEA
Vanguard Ftse Developed Market

ETFs
154
+ 0.03%
$47.6 - $53.31 $7.33K - $8.21K
497K $26.3M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
10.8K
+ 1.64%
$41.34 - $43.55 $447K - $471K
670K $29M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
17.7K
+ 244.27%
$74.85 - $82.2 $1.32M - $1.45M
24.9K $2.02M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.65K
+ 0.61%
$59.25 - $65.33 $97.8K - $108K
274K $17.8M
IVW
Ishares S&P 500 Growth ETF

ETFs
14.1K
+ 295.25%
$84.77 - $97.13 $1.2M - $1.37M
18.9K $1.81M
HDV
Ishares Core High Dividend ETF

ETFs
10.5K
+ 97.71%
$107.62 - $118.76 $1.13M - $1.24M
21.2K $2.49M
VTI
Vanguard Total Stock Market Et

ETFs
645
+ 1.02%
$255.18 - $283.2 $165K - $183K
63.7K $18M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
8.79K
+ 1.62%
$25.21 - $28.46 $221K - $250K
552K $15.5M
MUB
Ishares National Muni Bond ETF

ETFs
3.75K
+ 2.1%
$106.13 - $108.7 $398K - $407K
182K $19.8M
TFX
Teleflex Inc

Healthcare
60
+ 0.31%
$211.25 - $247.28 $12.7K - $14.8K
19.6K $4.84M
BND
Vanguard Bd Index Fd Inc Total

ETFs
9.66K
+ 698.05%
$71.45 - $75.64 $690K - $731K
11K $829K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
524
+ 0.79%
$117.9 - $128.2 $61.8K - $67.2K
66.5K $8.52M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
11.5K
+ 896.58%
$50.63 - $51.11 $585K - $590K
12.8K $655K
CDNS
Cadence Design Systems Inc

Technology
2K
+ 1571.65%
$246.84 - $321.11 $493K - $641K
2.12K $575K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
834
+ 1.3%
$77.02 - $85.06 $64.2K - $70.9K
65K $5.5M
CPRT
Copart Inc

Consumer Cyclical
9.6K
+ 7743.55%
$49.19 - $55.54 $472K - $533K
9.73K $509K
META
Meta Platforms, Inc.

Communication Services
192
+ 3.43%
$453.41 - $572.44 $87.1K - $110K
5.79K $3.32M
TSLA
Tesla, Inc.

Consumer Cyclical
194
+ 3.17%
$191.76 - $263.26 $37.2K - $51.1K
6.31K $1.65M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
549
+ 1.22%
$77.23 - $87.97 $42.4K - $48.3K
45.4K $3.94M
NVDA
Nvidia Corp

Technology
4.11K
+ 8.97%
$98.91 - $134.91 $406K - $554K
49.9K $6.05M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.58K
+ 5.04%
$74.26 - $78.84 $191K - $203K
53.7K $4.21M
WMT
Walmart Inc.

Consumer Defensive
3.48K
+ 47.56%
$66.91 - $81.4 $233K - $283K
10.8K $870K
MCD
Mcdonalds Corp

Consumer Cyclical
18
+ 0.24%
$245.82 - $304.51 $4.42K - $5.48K
7.39K $2.25M
UBER
Uber Technologies, Inc

Technology
4.7K
+ 91.97%
$58.48 - $77.47 $275K - $364K
9.81K $737K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.77K
+ 1.71%
$76.38 - $78.87 $135K - $140K
106K $8.32M
VBK
Vanguard Small Cap Growth ETF

ETFs
279
+ 2.02%
$240.48 - $267.94 $67.1K - $74.8K
14.1K $3.77M
APO
Apollo Global Management, Inc.

Financial Services
2.42K
+ 1113.36%
$99.16 - $125.81 $240K - $304K
2.63K $328K
ABBV
Abb Vie Inc.

Healthcare
490
+ 7.02%
$163.84 - $199.33 $80.3K - $97.7K
7.47K $1.48M
WST
West Pharmaceutical Services Inc

Healthcare
1.13K
+ 48.11%
$277.16 - $333.3 $314K - $377K
3.49K $1.05M
SE
Sea LTD

Consumer Cyclical
2.85K
+ 25900.0%
$59.94 - $94.83 $171K - $270K
2.86K $269K
MANH
Manhattan Associates Inc

Technology
750
+ 73.82%
$218.59 - $286.0 $164K - $215K
1.77K $496K
ORCL
Oracle Corp

Technology
189
+ 2.9%
$125.9 - $170.35 $23.8K - $32.2K
6.7K $1.14M
IWF
Ishares Russell 1000 Gr ETF

ETFs
487
+ 13.65%
$332.02 - $382.76 $162K - $186K
4.06K $1.52M
NOW
Service Now, Inc.

Technology
190
+ 39.01%
$730.87 - $937.36 $139K - $178K
677 $605K
UNH
Unitedhealth Group Inc

Healthcare
107
+ 5.18%
$488.01 - $604.18 $52.2K - $64.6K
2.17K $1.27M
HD
Home Depot, Inc.

Consumer Cyclical
59
+ 1.94%
$333.64 - $405.2 $19.7K - $23.9K
3.11K $1.26M
LEGR
First Tr ETF Indxx Innovation

ETFs
2.9K
+ 16.01%
$41.67 - $47.57 $121K - $138K
21K $987K
DISV
Dimensional ETF Tr Dimensional

ETFs
841
+ 1.09%
$26.06 - $29.18 $21.9K - $24.5K
77.7K $2.26M
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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