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
IHI
Ishares Tr Dow Jones Us Medica

ETFs
10.7K
+ 562.12%
$58.32 - $65.09 $625K - $697K
12.6K $759K
CGUS
Capital Group Core Equity ETF
19.1K
New
$33.08 - $36.62 $631K - $699K
19.1K $637K
VZ
Verizon Communications Inc

Communication Services
10.5K
+ 37.75%
$37.81 - $46.49 $396K - $487K
38.2K $1.73M
DFUS
Dimensional ETF Tr U S Equity

ETFs
10.1K
+ 366.92%
$59.61 - $66.71 $602K - $673K
12.8K $776K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
7.53K
+ 34.9%
$65.44 - $70.64 $493K - $532K
29.1K $1.99M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
14.8K
New
$37.35 - $43.35 $551K - $639K
14.8K $558K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
5.49K
+ 4.88%
$76.94 - $78.28 $422K - $430K
118K $9.24M
MCK
Mckesson Corp

Healthcare
673
+ 99.26%
$566.21 - $672.99 $381K - $453K
1.35K $909K
PLTR
Palantir Technologies Inc.

Technology
5.81K
+ 630.29%
$64.98 - $124.62 $377K - $723K
6.73K $567K
AMAT
Applied Materials Inc

Technology
3.65K
+ 171.04%
$145.06 - $195.51 $529K - $714K
5.78K $839K
BAH
Booz Allen Hamilton Holding Corp

Industrials
4.63K
+ 1938.49%
$102.72 - $143.06 $476K - $663K
4.87K $509K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
13.6K
+ 10.52%
$29.72 - $31.94 $404K - $434K
143K $4.4M
MSTR
Microstrategy Inc

Technology
1.59K
+ 291.9%
$239.27 - $396.5 $379K - $628K
2.13K $613K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2.92K
+ 460.0%
$161.27 - $192.3 $471K - $562K
3.56K $573K
BOTZ
Global X Fds

ETFs
16.3K
+ 501.57%
$28.46 - $34.53 $463K - $561K
19.5K $554K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
6.15K
New
$73.27 - $96.21 $450K - $591K
6.15K $450K
MRK
Merck & Co., Inc.

Healthcare
5.68K
+ 86.2%
$83.01 - $101.02 $471K - $573K
12.3K $1.1M
WCLD
Wisdomtree Tr Cloud Computing

ETFs
13.4K
New
$32.02 - $41.58 $430K - $558K
13.4K $435K
QTEC
First Trust Nasdaq 100 Technol

ETFs
2.5K
New
$173.56 - $210.67 $435K - $528K
2.5K $434K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
8.85K
New
$47.47 - $48.84 $420K - $432K
8.85K $423K
COP
Conocophillips

Energy
3.55K
+ 60.36%
$88.6 - $105.85 $315K - $376K
9.43K $990K
JCI
Johnson Controls International PLC

Industrials
4.96K
+ 352.63%
$76.12 - $90.6 $377K - $449K
6.36K $509K
SPOT
Spotify Technology S.A.

Communication Services
617
+ 107.68%
$457.79 - $648.32 $282K - $400K
1.19K $654K
FIW
First Trust Water ETF

ETFs
6.06K
+ 3.51%
$99.48 - $106.74 $603K - $647K
179K $18M
WRB
Berkley W R Corp

Financial Services
4.91K
+ 237.8%
$56.7 - $71.27 $279K - $350K
6.98K $496K
APP
App Lovin Corp

Technology
1.54K
+ 283.24%
$238.08 - $510.13 $366K - $785K
2.08K $551K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
8.13K
+ 1.44%
$25.35 - $27.46 $206K - $223K
571K $15.1M
KMI
Kinder Morgan, Inc.

Energy
12.7K
+ 1154.01%
$26.1 - $31.22 $331K - $396K
13.8K $392K
FTHI
First Trust Exchange Traded Fd

ETFs
20.6K
+ 30.26%
$21.62 - $23.74 $445K - $488K
88.5K $1.94M
BK
Bank Of New York Mellon Corp

Financial Services
3.11K
+ 26.8%
$75.42 - $88.95 $235K - $277K
14.7K $1.24M
NVS
Novartis Ag

Healthcare
2.92K
+ 281.58%
$97.14 - $115.57 $284K - $337K
3.96K $441K
TRV
Travelers Companies, Inc.

Financial Services
1.05K
+ 51.4%
$232.43 - $265.13 $244K - $278K
3.09K $817K
FEMS
First Trust Emerging Markets S

ETFs
9.93K
+ 12.5%
$36.09 - $39.16 $358K - $389K
89.3K $3.32M
ABC
Amerisourcebergen Corp

Healthcare
1.75K
+ 48.42%
N/A
5.36K $992K
ARKG
Ark Genomic Revolution ETF (De

ETFs
15.5K
+ 3735.1%
$20.76 - $29.81 $323K - $463K
16K $331K
PM
Philip Morris International Inc.

Consumer Defensive
1.29K
+ 43.41%
$117.15 - $158.79 $151K - $204K
4.25K $673K
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.01K
+ 91.2%
$168.84 - $202.89 $340K - $408K
4.22K $741K
SNY
Sanofi

Healthcare
5.61K
+ 1156.08%
$48.15 - $59.42 $270K - $333K
6.09K $337K
BOND
Pimco Active Bond Exchange Tra

ETFs
3.31K
New
$89.27 - $92.9 $295K - $307K
3.31K $305K
EHC
Encompass Health Corp

Healthcare
2.91K
+ 316.52%
$91.05 - $102.2 $265K - $298K
3.83K $388K
DSI
Ishares Msci Kld 400 Social Et

ETFs
3.2K
+ 100.0%
$101.98 - $115.66 $326K - $370K
6.4K $655K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
14.8K
+ 186.51%
$18.36 - $20.51 $271K - $303K
22.7K $448K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
6.5K
+ 38.51%
$50.25 - $55.9 $327K - $363K
23.4K $1.2M
AIG
American International Group, Inc.

Financial Services
3.3K
+ 612.99%
$70.5 - $86.94 $233K - $287K
3.84K $334K
MSI
Motorola Solutions, Inc.

Technology
728
+ 70.13%
$411.73 - $482.1 $300K - $351K
1.77K $773K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
6.27K
+ 13.74%
$49.25 - $50.66 $309K - $318K
51.9K $2.57M
SE
Sea LTD

Consumer Cyclical
1.63K
+ 57.56%
$104.87 - $146.31 $171K - $238K
4.46K $582K
META
Meta Platforms, Inc.

Communication Services
673
+ 8.5%
$576.36 - $736.67 $388K - $496K
8.59K $4.95M
FBT
First Trust Nyse Arca Biotechn

ETFs
1.55K
+ 39.33%
$164.86 - $182.19 $255K - $282K
5.48K $931K
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
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