Srs Capital Advisors, Inc. Purchases in Q2 2025

Srs Capital Advisors, Inc.

  • $1.95 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
3K
+ 401.74%
$12.23 - $15.46 $36.7K - $46.3K
3.74K $56K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
4K
+ 3636.36%
$9.85 - $11.67 $39.4K - $46.7K
4.11K $46K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
677
New
$54.81 - $67.78 $37.1K - $45.9K
677 $45K
EFV
Msci Eafe Value ETF

ETFs
520
+ 20.83%
$52.4 - $64.65 $27.2K - $33.6K
3.02K $191K
TWLO
Twilio Inc

Communication Services
261
+ 59.73%
$81.34 - $124.36 $21.2K - $32.5K
698 $86K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
226
+ 226.0%
$167.22 - $212.42 $37.8K - $48K
326 $64K
WELL
Welltower Inc.

Real Estate
273
+ 18.53%
$136.49 - $155.22 $37.3K - $42.4K
1.75K $268K
STZ
Constellation Brands, Inc.

Consumer Defensive
277
+ 263.81%
$160.0 - $195.62 $44.3K - $54.2K
382 $62K
AAL
American Airlines Group Inc.

Industrials
3.91K
+ 451.27%
N/A
4.77K $52K
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
1.26K
+ 335.83%
$16.06 - $32.77 $20.2K - $41.2K
1.63K $49K
RGLD
Royal Gold Inc

Basic Materials
214
+ 89.92%
$155.48 - $186.71 $33.3K - $40K
452 $80K
EEM
Ishares Msci Emerging Markets

ETFs
808
+ 129.49%
$38.52 - $48.28 $31.1K - $39K
1.43K $69K
PFGC
Performance Food Group CO

Consumer Defensive
443
+ 132.24%
$71.62 - $89.56 $31.7K - $39.7K
778 $68K
TEQI
T Rowe Price Exchange Traded F

Technology
992
+ 551.11%
$36.8 - $42.54 $36.5K - $42.2K
1.17K $49K
ACWI
Ishares Msci Acwi ETF

ETFs
334
New
$103.59 - $128.6 $34.6K - $43K
334 $42K
IMOS
Chipmos Technologies Inc

Technology
2.33K
New
$13.71 - $20.05 $31.9K - $46.6K
2.33K $42K
SU
Suncor Energy Inc

Energy
1.11K
+ 215.95%
$31.54 - $41.04 $35K - $45.6K
1.62K $60K
MNDY
Monday.Com Ltd.

Technology
2
+ 0.35%
$217.77 - $314.48 $436 - $629
578 $181K
RSP
Invesco S&P 500 Equal Weight E

ETFs
203
+ 49.63%
$152.93 - $181.74 $31K - $36.9K
612 $111K
UGI
Ugi Corp

Utilities
991
+ 61.55%
$30.18 - $36.59 $29.9K - $36.3K
2.6K $94K
FEX
First Tr Large Cap Core Alphde

ETFs
16
+ 0.31%
$90.17 - $109.96 $1.44K - $1.76K
5.12K $562K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
125
+ 0.3%
$8.65 - $10.52 $1.08K - $1.32K
41.6K $437K
BITO
Proshares Tr Bitcoin Strategy

ETFs
734
+ 9.79%
$16.69 - $23.43 $12.3K - $17.2K
8.23K $177K
JNK
Spdr Bloomberg High Yield Bond

ETFs
401
+ 69.74%
$91.23 - $97.27 $36.6K - $39K
976 $94K
DIOD
Diodes Inc

Technology
753
+ 2896.15%
$34.26 - $52.89 $25.8K - $39.8K
779 $41K
IQLT
Ishares Msci Intl Quality Fact

ETFs
939
New
$35.9 - $43.76 $33.7K - $41.1K
939 $40K
TXT
Textron Inc

Industrials
500
New
$60.72 - $80.34 $30.4K - $40.2K
500 $40K
PBRA
Petroleo Bras Ads (Ea Reptg 2
3.12K
New
N/A
3.12K $40K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
2.21K
+ 75.89%
$11.9 - $15.57 $26.3K - $34.3K
5.11K $78K
CPK
Chesapeake Utilities Corp

Utilities
343
+ 126.1%
$116.0 - $135.5 $39.8K - $46.5K
615 $73K
JBHT
Hunt J B Transport Services Inc

Industrials
274
+ 242.48%
$124.73 - $152.78 $34.2K - $41.9K
387 $55K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
601
+ 252.52%
$50.08 - $63.14 $30.1K - $37.9K
839 $52K
PB
Prosperity Bancshares Inc

Financial Services
563
+ 970.69%
$63.76 - $73.75 $35.9K - $41.5K
621 $43K
CVLT
Commvault Systems Inc

Technology
226
New
$139.35 - $190.99 $31.5K - $43.2K
226 $39K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
1.33K
+ 9500.0%
$19.5 - $30.4 $25.9K - $40.4K
1.34K $39K
DTE
Dte Energy CO

Utilities
316
+ 42.59%
$127.39 - $139.49 $40.3K - $44.1K
1.06K $140K
SHEL
Shell PLC

Energy
640
+ 24.73%
$59.75 - $73.05 $38.2K - $46.8K
3.23K $227K
HSBC
Hsbc Holdings PLC

Financial Services
628
+ 690.11%
$46.68 - $61.09 $29.3K - $38.4K
719 $43K
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
3.62K
+ 73.48%
$6.26 - $9.51 $22.7K - $34.4K
8.55K $73K
GGG
Graco Inc

Industrials
438
+ 214.71%
$74.02 - $87.26 $32.4K - $38.2K
642 $55K
SF
Stifel Financial Corp

Financial Services
349
+ 191.76%
$76.49 - $103.78 $26.7K - $36.2K
531 $55K
PEGA
Pegasystems Inc

Technology
750
+ 353.77%
$49.95 - $103.29 $37.5K - $77.5K
962 $52K
FSMD
Fidelity Covington Tr Small Mi

ETFs
936
New
$34.67 - $41.47 $32.5K - $38.8K
936 $38K
GRAB
Grab Holdings LTD

Technology
7.67K
New
$3.48 - $5.25 $26.7K - $40.3K
7.67K $38K
FDIS
Fidelity Covington Tr Msci Con

ETFs
406
New
$75.33 - $94.56 $30.6K - $38.4K
406 $38K
VIG
Vanguard Dividend Appreciation

ETFs
203
+ 1.56%
N/A
13.2K $2.4M
NKE
Nike, Inc.

Consumer Cyclical
277
+ 11.8%
$53.27 - $72.04 $14.8K - $20K
2.63K $186K
WM
Waste Management Inc

Industrials
168
+ 23.46%
$216.47 - $242.1 $36.4K - $40.7K
884 $202K
CTVA
Corteva, Inc.

Basic Materials
204
+ 10.91%
$55.52 - $74.53 $11.3K - $15.2K
2.07K $154K
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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