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
BGRN
Ishares Trust Ishares Usd Gre

ETFs
14.3K
New
$46.47 - $47.67 $663K - $680K
14.3K $680K
GLD
Spdr Gold Trust

ETFs
2.03K
+ 79.73%
$273.71 - $316.29 $556K - $643K
4.58K $1.4M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.45K
+ 27.39%
$141.37 - $228.57 $204K - $330K
6.72K $1.52M
INTU
Intuit Inc

Technology
328
+ 14.72%
$544.07 - $787.63 $178K - $258K
2.56K $2.01M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
12.3K
+ 859.85%
$45.11 - $52.34 $555K - $644K
13.7K $719K
V
Visa Inc.

Financial Services
1.57K
+ 10.82%
$308.27 - $373.31 $485K - $587K
16.1K $5.72M
MMLG
First Tr Exc Viii First Multi

Technology
192
+ 0.21%
$24.32 - $33.64 $4.67K - $6.46K
92.6K $3.11M
QLD
Proshares Ultra Qqq

ETFs
845
+ 5.04%
$69.34 - $117.71 $58.6K - $99.5K
17.6K $2.07M
WMT
Walmart Inc.

Consumer Defensive
4.06K
+ 21.98%
$81.79 - $99.98 $332K - $406K
22.5K $2.2M
C
Citigroup Inc

Financial Services
5.56K
+ 83.81%
$58.13 - $85.12 $323K - $473K
12.2K $1.04M
MCO
Moodys Corp

Financial Services
881
+ 30.35%
$396.7 - $501.59 $349K - $442K
3.78K $1.9M
GE
General Electric CO

Industrials
1.24K
+ 32.05%
$166.81 - $257.39 $208K - $320K
5.13K $1.32M
EXEL
Exelixis, Inc.

Healthcare
11.5K
+ 457.11%
$34.13 - $46.26 $394K - $534K
14.1K $619K
PRF
Invesco Exchange Traded Fd Tr

ETFs
12.3K
+ 710.84%
$35.77 - $42.27 $441K - $521K
14.1K $594K
MRCC
Monroe Capital Corp

Financial Services
82.4K
New
$6.15 - $7.66 $507K - $631K
82.4K $524K
UBER
Uber Technologies, Inc

Technology
2.3K
+ 16.23%
$64.62 - $93.3 $149K - $215K
16.5K $1.54M
XLK
Technology Sector Spdr

ETFs
1.1K
+ 22.85%
$179.73 - $253.23 $198K - $279K
5.92K $1.5M
CSCO
Cisco Systems, Inc.

Technology
3.91K
+ 12.99%
$53.19 - $69.38 $208K - $271K
34K $2.36M
SCHO
Schwab Short Term Us Treasury

ETFs
20.5K
+ 2416.65%
$24.19 - $24.45 $495K - $500K
21.3K $519K
XLE
Energy Sector Spdr

ETFs
6.38K
+ 120.34%
$76.44 - $94.13 $488K - $600K
11.7K $990K
VAW
Vanguard Materials ETF

ETFs
2.5K
+ 1824.82%
$163.82 - $196.64 $410K - $492K
2.64K $513K
QCOM
Qualcomm Inc

Technology
2.92K
+ 74.28%
$124.66 - $159.48 $364K - $466K
6.86K $1.09M
DUK
Duke Energy Corp

Utilities
4.41K
+ 50.35%
$112.46 - $124.05 $496K - $548K
13.2K $1.56M
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
9.09K
New
$38.59 - $47.36 $351K - $430K
9.09K $430K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
3.94K
+ 7296.3%
$90.58 - $109.05 $357K - $430K
3.99K $435K
CHE
Chemed Corp

Healthcare
952
+ 310.1%
$486.93 - $619.21 $464K - $589K
1.26K $613K
MSTR
Microstrategy Inc

Technology
426
+ 20.02%
$237.95 - $421.61 $101K - $180K
2.55K $1.03M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
13.1K
New
$28.02 - $32.37 $366K - $423K
13.1K $415K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
1.31K
+ 9.28%
$40.51 - $71.03 $53.2K - $93.3K
15.5K $1.09M
SPGI
S&P Global Inc.

Financial Services
541
+ 8.83%
$438.31 - $527.29 $237K - $285K
6.67K $3.52M
JNJ
Johnson & Johnson

Healthcare
4.06K
+ 24.21%
$146.36 - $159.82 $594K - $649K
20.8K $3.18M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
8.21K
+ 90.81%
$47.02 - $47.83 $386K - $393K
17.3K $825K
CCL
Carnival Corp

Consumer Cyclical
13.4K
+ 1076.87%
$16.43 - $28.12 $220K - $377K
14.7K $412K
VOTE
Engine No 1 ETF Tr

ETFs
5.34K
New
$58.2 - $72.74 $311K - $388K
5.34K $388K
MSI
Motorola Solutions, Inc.

Technology
990
+ 56.06%
$394.72 - $440.39 $391K - $436K
2.76K $1.16M
NOW
Service Now, Inc.

Technology
142
+ 14.17%
$721.65 - $1040.18 $102K - $148K
1.14K $1.18M
NDAQ
Nasdaq, Inc.

Financial Services
4.22K
+ 7281.03%
$66.4 - $89.42 $280K - $378K
4.28K $382K
UNH
Unitedhealth Group Inc

Healthcare
3.9K
+ 98.23%
$274.35 - $599.47 $1.07M - $2.33M
7.86K $2.45M
IVV
Ishares Core S&P 500 ETF

ETFs
214
+ 5.21%
$498.8 - $620.9 $107K - $133K
4.32K $2.68M
PLTR
Palantir Technologies Inc.

Technology
191
+ 2.84%
$74.01 - $144.25 $14.1K - $27.6K
6.92K $942K
MPC
Marathon Petroleum Corp

Energy
2.12K
+ 189.01%
$118.55 - $170.08 $251K - $360K
3.23K $537K
NRG
Nrg Energy, Inc.

Utilities
1.94K
+ 223.04%
$83.61 - $162.67 $162K - $315K
2.8K $450K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
28K
New
$11.29 - $13.14 $316K - $368K
28K $367K
AON
Aon PLC

Financial Services
1.1K
+ 166.97%
$335.85 - $398.81 $368K - $437K
1.75K $625K
ISRG
Intuitive Surgical Inc

Healthcare
396
+ 13.3%
$451.58 - $565.94 $179K - $224K
3.37K $1.83M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
8.75K
+ 16.69%
$45.3 - $50.64 $396K - $443K
61.2K $3M
FSTA
Fidelity Covington Tr Msci Con

ETFs
6.89K
+ 18.82%
$47.94 - $52.5 $330K - $362K
43.5K $2.23M
STWD
Starwood Property Trust, Inc.

Real Estate
17.5K
+ 4080.0%
$17.28 - $20.41 $303K - $358K
18K $360K
DKNG
Draft Kings Inc.

Consumer Cyclical
8.12K
+ 3674.21%
$31.67 - $42.89 $257K - $348K
8.34K $357K
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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