Srs Capital Advisors, Inc. Purchases in Q4 2024

Srs Capital Advisors, Inc.

  • $1.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CVX
Chevron Corp

Energy
11.5K
+ 462.19%
$141.15 - $162.53 $1.63M - $1.88M
14K $2.03M
BAC
Bank Of America Corp

Financial Services
35.2K
+ 227.87%
$39.22 - $47.77 $1.38M - $1.68M
50.6K $2.23M
FTHI
First Trust Exchange Traded Fd

ETFs
68K
New
$22.89 - $24.02 $1.56M - $1.63M
68K $1.58M
CRM
Salesforce, Inc.

Technology
4.15K
+ 425.98%
$270.87 - $367.87 $1.12M - $1.53M
5.12K $1.71M
VCIT
Vanguard Intermediate Term Cor

ETFs
17.7K
New
$80.13 - $83.77 $1.42M - $1.49M
17.7K $1.42M
MA
Mastercard Inc

Financial Services
2.3K
+ 36.74%
$491.3 - $536.15 $1.13M - $1.24M
8.58K $4.52M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
21.6K
New
$64.85 - $73.04 $1.4M - $1.58M
21.6K $1.41M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
28.1K
+ 160.2%
$49.79 - $51.14 $1.4M - $1.44M
45.6K $2.29M
META
Meta Platforms, Inc.

Communication Services
2.12K
+ 36.61%
$554.08 - $632.68 $1.18M - $1.34M
7.92K $4.67M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
21.8K
+ 796.64%
$55.73 - $66.16 $1.22M - $1.44M
24.5K $1.48M
AVGO
Broadcom Inc.

Technology
3.26K
+ 39.17%
$159.67 - $250.0 $520K - $814K
11.6K $2.68M
VB
Vanguard Small Cap ETF

ETFs
3.89K
+ 3.84%
$233.76 - $261.58 $909K - $1.02M
105K $25.3M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
52.5K
New
$22.63 - $47.53 $1.19M - $2.5M
52.5K $1.19M
DIS
Walt Disney CO

Communication Services
9.68K
+ 160.23%
$92.39 - $117.6 $894K - $1.14M
15.7K $1.75M
VGT
Vanguard Information Technolog

ETFs
1.81K
+ 302.68%
$571.78 - $647.97 $1.03M - $1.17M
2.4K $1.49M
FMB
First Tr Exchange Traded Fd Ii

ETFs
21.2K
+ 481.98%
$50.62 - $52.07 $1.07M - $1.1M
25.6K $1.31M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
174K
+ 267.53%
$26.93 - $84.95 $4.68M - $14.8M
239K $6.53M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
29.8K
+ 11.0%
$45.38 - $46.88 $1.35M - $1.4M
301K $13.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.27K
New
$442.29 - $483.08 $1M - $1.1M
2.27K $1.03M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.61K
+ 28.46%
$567.81 - $607.81 $912K - $977K
7.25K $4.25M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
2.46K
+ 3.13%
$278.19 - $315.36 $683K - $774K
80.9K $23.3M
FICS
First Tr Exchange Traded Fd Vi

ETFs
29.6K
New
$33.95 - $37.2 $1M - $1.1M
29.6K $1M
IEMG
Ishares Inc

ETFs
18.2K
+ 997.91%
N/A
20K $1.07M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
15.5K
+ 2818.15%
$61.68 - $67.87 $958K - $1.05M
16.1K $1M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
8.28K
+ 7140.52%
$115.08 - $119.55 $953K - $990K
8.4K $970K
VDE
Vanguard Energy ETF

ETFs
7.89K
New
$116.67 - $136.78 $921K - $1.08M
7.89K $957K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
16.9K
New
$52.0 - $55.66 $878K - $940K
16.9K $902K
ASML
Asml Holding Nv

Technology
1.5K
+ 148.36%
$658.43 - $872.27 $986K - $1.31M
2.51K $1.74M
TMUS
T Mobile Us, Inc.

Communication Services
3.99K
+ 1233.75%
$206.1 - $246.94 $821K - $984K
4.31K $950K
SCHG
Schwab Strategic Tr Us Large C

ETFs
739K
+ 286.04%
$25.93 - $105.3 $19.2M - $77.8M
997K $27.8M
FTLS
First Tr Long/Short Equity ETF

ETFs
13.1K
+ 245.2%
$63.1 - $67.29 $825K - $880K
18.4K $1.21M
GOOG
Alphabet Inc.

Communication Services
2.33K
+ 13.54%
$163.08 - $198.16 $379K - $461K
19.5K $3.72M
BK
Bank Of New York Mellon Corp

Financial Services
10.6K
+ 1058.33%
$70.82 - $81.87 $752K - $869K
11.6K $892K
UNH
Unitedhealth Group Inc

Healthcare
1.95K
+ 89.65%
$485.52 - $625.25 $946K - $1.22M
4.12K $2.09M
TJX
Tjx Companies Inc

Consumer Cyclical
6.63K
+ 162.33%
$112.15 - $127.2 $744K - $843K
10.7K $1.29M
T
At&T Inc.

Communication Services
34.3K
+ 313.95%
$21.22 - $23.88 $728K - $819K
45.2K $1.03M
MCD
Mcdonalds Corp

Consumer Cyclical
3.01K
+ 40.77%
$288.47 - $316.54 $869K - $953K
10.4K $3.01M
LMT
Lockheed Martin Corp

Industrials
1.69K
+ 246.57%
$479.66 - $614.62 $810K - $1.04M
2.37K $1.15M
PFE
Pfizer Inc

Healthcare
29.2K
+ 299.85%
$24.8 - $30.19 $725K - $882K
39K $1.03M
IWS
Ishares Russell Midcap Value E

ETFs
5.82K
+ 516.68%
$128.08 - $140.32 $746K - $817K
6.95K $898K
EOG
Eog Resources Inc

Energy
5.98K
+ 4941.32%
$118.22 - $136.54 $707K - $816K
6.1K $747K
ADBE
Adobe Inc.

Technology
1.68K
+ 650.19%
$437.39 - $552.96 $737K - $931K
1.94K $864K
CTAS
Cintas Corp

Industrials
4.01K
+ 1700.85%
$182.7 - $226.47 $733K - $909K
4.25K $776K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
9.32K
New
$73.49 - $86.09 $685K - $802K
9.32K $717K
FVD
First Tr Value Line Divid Inde

ETFs
16.3K
New
$43.4 - $46.7 $705K - $759K
16.3K $709K
NSC
Norfolk Southern Corp

Industrials
2.79K
+ 162.22%
$230.6 - $277.0 $643K - $772K
4.51K $1.06M
SRE
Sempra Energy

Utilities
7.02K
+ 874.81%
$80.81 - $94.77 $567K - $665K
7.82K $685K
WMB
Williams Companies, Inc.

Energy
10.8K
+ 324.06%
$46.37 - $59.74 $501K - $645K
14.1K $765K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
44.4K
+ 6.62%
$41.17 - $43.34 $1.83M - $1.92M
715K $29.6M
Activity Summary
Buys All Purchases 1250 New Holdings 225 Increased Positions 1025 Sells All Sells 619 Reductions 619 Sold out 0 Options Calls 0 Puts 0
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