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
DFAS
Dimensional ETF Tr U S Small C

ETFs
12.3K
+ 4.09%
$52.31 - $63.72 $641K - $781K
312K $19.9M
AVLV
American Centy ETF Tr Avantis
17.4K
+ 6.81%
$56.85 - $68.21 $987K - $1.18M
272K $18.6M
VOE
Vanguard Mid Cap Value Index F

ETFs
11.4K
+ 81.14%
$141.87 - $164.49 $1.62M - $1.88M
25.5K $4.2M
AVIG
American Centy ETF Tr Avantis

ETFs
41.6K
+ 6.45%
$40.41 - $41.62 $1.68M - $1.73M
687K $28.6M
FPE
First Tr Pfd Secs & Income ETF

ETFs
80.7K
+ 4.19%
$16.93 - $17.81 $1.37M - $1.44M
2.01M $35.7M
AVT
Avnet Inc

Technology
33.6K
+ 4009.65%
$41.51 - $53.08 $1.4M - $1.79M
34.5K $1.83M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
12.9K
+ 1603.35%
$121.58 - $136.74 $1.57M - $1.76M
13.7K $1.86M
FEMS
First Trust Emerging Markets S

ETFs
35K
+ 39.23%
$32.56 - $40.98 $1.14M - $1.44M
124K $5.05M
TT
Trane Technologies PLC

Industrials
3.4K
+ 146.01%
$315.21 - $437.41 $1.07M - $1.49M
5.73K $2.51M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
16.3K
+ 4.45%
$96.84 - $99.46 $1.58M - $1.62M
383K $38M
GOOGL
Alphabet Inc.

Communication Services
5.72K
+ 20.18%
$144.7 - $178.6 $827K - $1.02M
34.1K $6M
VBK
Vanguard Small Cap Growth ETF

ETFs
3.52K
+ 13.99%
$219.76 - $276.94 $773K - $974K
28.7K $7.94M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
36.2K
+ 19.89%
$29.52 - $35.31 $1.07M - $1.28M
218K $7.7M
VTV
Vanguard Value ETF

ETFs
2.86K
+ 1.05%
$153.67 - $176.74 $440K - $506K
277K $48.9M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
24.3K
+ 3.05%
$51.68 - $52.76 $1.26M - $1.28M
822K $43.3M
SCHV
Schwab Strategic Tr Us Large C

ETFs
57K
+ 29225.64%
$23.55 - $27.67 $1.34M - $1.58M
57.2K $1.58M
LQD
Ishares Iboxx $ Investment Gra

ETFs
12K
+ 4.55%
$105.23 - $109.61 $1.26M - $1.32M
276K $30.3M
FIW
First Trust Water ETF

ETFs
1.75K
+ 0.98%
$90.26 - $108.05 $158K - $189K
180K $19.5M
FDL
First Tr Morningstar Dividend

ETFs
38.4K
+ 37.58%
$38.19 - $43.19 $1.47M - $1.66M
141K $5.89M
SCHP
Schwab Strategic Us Tips ETF

ETFs
64.1K
+ 4.14%
$26.18 - $26.93 $1.68M - $1.73M
1.61M $43M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
26.8K
New
$40.79 - $50.93 $1.09M - $1.36M
26.8K $1.36M
DFAU
Dimensional ETF Tr

ETFs
2.92K
+ 0.93%
$34.04 - $42.36 $99.3K - $124K
316K $13.4M
IWV
Ishares Russell 3000 ETF

ETFs
3.72K
New
$281.67 - $351.0 $1.05M - $1.3M
3.72K $1.3M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
5.07K
+ 131.19%
$171.4 - $227.1 $870K - $1.15M
8.94K $2.03M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2.72K
+ 621.69%
$376.48 - $440.65 $1.03M - $1.2M
3.16K $1.39M
PM
Philip Morris International Inc.

Consumer Defensive
5.99K
+ 141.2%
$149.23 - $184.95 $894K - $1.11M
10.2K $1.86M
VONV
Vanguard Russell 1000 Value Et

ETFs
13.5K
New
$73.19 - $85.21 $990K - $1.15M
13.5K $1.15M
ORCL
Oracle Corp

Technology
2.03K
+ 23.82%
$122.82 - $218.63 $249K - $444K
10.6K $2.31M
MS
Morgan Stanley

Financial Services
2.38K
+ 8.06%
$99.83 - $140.86 $237K - $335K
31.8K $4.48M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
9.88K
+ 35.57%
$100.35 - $100.71 $992K - $995K
37.7K $3.79M
EOG
Eog Resources Inc

Energy
8.55K
+ 250.75%
$104.61 - $129.97 $895K - $1.11M
12K $1.43M
OUNZ
Van Eck Merk Gold Trust

ETFs
31.2K
New
$28.68 - $33.09 $894K - $1.03M
31.2K $993K
BND
Vanguard Bd Index Fd Inc Total

ETFs
13.3K
+ 91.08%
$72.02 - $73.82 $957K - $981K
27.9K $2.05M
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
89.3K
New
$10.68 - $12.73 $954K - $1.14M
89.3K $954K
FMB
First Tr Exchange Traded Fd Ii

ETFs
19.4K
+ 69.23%
$49.12 - $50.93 $951K - $986K
47.3K $2.36M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
19.6K
+ 221.49%
$45.9 - $48.26 $900K - $946K
28.4K $1.33M
ADBE
Adobe Inc.

Technology
2.3K
+ 175.54%
$340.0 - $420.68 $781K - $966K
3.6K $1.39M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
14.4K
+ 7.41%
$27.3 - $31.8 $393K - $457K
208K $6.63M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
4.87K
+ 12.31%
$57.46 - $75.58 $280K - $368K
44.4K $3.36M
DISV
Dimensional ETF Tr Dimensional

ETFs
15.4K
+ 19.14%
$25.93 - $32.91 $400K - $507K
95.9K $3.16M
MCK
Mckesson Corp

Healthcare
922
+ 68.25%
$652.83 - $732.78 $602K - $676K
2.27K $1.67M
ACN
Accenture PLC

Technology
2.63K
+ 111.09%
$279.23 - $323.21 $735K - $851K
5.01K $1.5M
DFAI
Dimensional ETF Tr

ETFs
3.08K
+ 1.63%
$28.02 - $34.71 $86.4K - $107K
192K $6.65M
CRM
Salesforce, Inc.

Technology
2.64K
+ 72.88%
$236.26 - $291.15 $624K - $769K
6.27K $1.71M
IBM
International Business Machines Corp

Technology
1.03K
+ 11.37%
$221.03 - $294.78 $227K - $302K
10K $2.96M
JEPI
J P Morgan Exchange Traded Fd

ETFs
12.6K
+ 780.6%
$51.14 - $57.0 $644K - $718K
14.2K $807K
GS
Goldman Sachs Group Inc

Financial Services
784
+ 89.29%
$462.22 - $707.75 $362K - $555K
1.66K $1.18M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
4.02K
+ 5158.97%
$140.37 - $177.56 $565K - $715K
4.1K $704K
FTHI
First Trust Exchange Traded Fd

ETFs
26.1K
+ 29.44%
$19.66 - $22.85 $512K - $596K
115K $2.62M
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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