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
COF
Capital One Financial Corp

Financial Services
3.35K
+ 1012.08%
$145.19 - $192.01 $486K - $643K
3.68K $656K
PWR
Quanta Services, Inc.

Industrials
1.91K
+ 2773.91%
$296.05 - $346.6 $567K - $663K
1.98K $626K
VZ
Verizon Communications Inc

Communication Services
16.4K
+ 145.24%
$39.6 - $45.21 $650K - $742K
27.7K $1.11M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
6.47K
New
$91.94 - $100.02 $595K - $647K
6.47K $599K
NEE
Nextera Energy Inc

Utilities
8.86K
+ 225.91%
$69.77 - $85.43 $618K - $757K
12.8K $916K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.5K
+ 419.94%
$396.64 - $516.74 $593K - $773K
1.85K $745K
DUK
Duke Energy Corp

Utilities
5.41K
+ 253.04%
$105.76 - $120.76 $572K - $653K
7.54K $812K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
21.6K
New
$24.94 - $25.74 $538K - $555K
21.6K $550K
C
Citigroup Inc

Financial Services
7.13K
+ 136.0%
$61.31 - $72.5 $437K - $517K
12.4K $871K
XEL
Xcel Energy Inc

Utilities
7.7K
+ 190.52%
$62.16 - $72.92 $479K - $562K
11.7K $792K
KO
Coca Cola CO

Consumer Defensive
9.04K
+ 219.66%
$61.74 - $71.71 $558K - $648K
13.2K $818K
PEG
Public Service Enterprise Group Inc

Utilities
6.19K
+ 1381.47%
$81.87 - $94.51 $507K - $585K
6.64K $560K
TT
Trane Technologies PLC

Industrials
1.42K
+ 278.0%
$369.35 - $419.14 $523K - $593K
1.92K $710K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
5.13K
New
$99.04 - $109.59 $508K - $562K
5.13K $510K
SBUX
Starbucks Corp

Consumer Cyclical
5.7K
+ 258.04%
$87.44 - $102.5 $498K - $584K
7.91K $720K
HYLS
First Tr Tactical High Yield L

ETFs
12K
New
$41.29 - $42.03 $494K - $503K
12K $494K
BWZ
Spdr Bloomberg Short Term Inte

ETFs
19.5K
New
$25.34 - $27.3 $494K - $532K
19.5K $493K
IBM
International Business Machines Corp

Technology
2.27K
+ 31.93%
$204.9 - $238.04 $464K - $539K
9.36K $2.06M
CFG
Citizens Financial Group Inc

Financial Services
10.9K
+ 658.29%
$39.92 - $48.46 $436K - $529K
12.6K $550K
FYX
First Tr Small Cap Core Alphad

ETFs
4.77K
New
$96.51 - $110.53 $460K - $527K
4.77K $482K
PH
Parker Hannifin Corp

Industrials
743
+ 61.51%
$621.74 - $709.46 $462K - $527K
1.95K $1.24M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.37K
+ 55.7%
$501.29 - $612.85 $686K - $838K
3.82K $1.99M
FITB
Fifth Third Bancorp

Financial Services
11.1K
+ 855.73%
$41.76 - $48.44 $465K - $539K
12.4K $525K
TIP
Ishares Tr Tips Bd ETF

ETFs
5.13K
+ 24.19%
$106.33 - $110.69 $546K - $568K
26.4K $2.81M
PR
Permian Resources Corporation

Energy
32.1K
+ 42277.63%
$13.41 - $16.21 $431K - $521K
32.2K $463K
IWM
Ishares Russell 2000 ETF

ETFs
2.08K
+ 265.86%
$216.13 - $242.4 $449K - $504K
2.86K $632K
COP
Conocophillips

Energy
4.68K
+ 389.27%
$95.12 - $114.72 $445K - $537K
5.88K $583K
FTQI
First Trust ETF Vi First Trust

ETFs
21.2K
New
$20.23 - $21.46 $429K - $455K
21.2K $441K
FNX
First Tr Mid Cap Core Alphadex

ETFs
3.78K
New
$114.77 - $127.28 $434K - $482K
3.78K $437K
MSI
Motorola Solutions, Inc.

Technology
940
+ 959.18%
$449.08 - $504.6 $422K - $474K
1.04K $479K
DFSD
Dimensional ETF Tr Short Durat

ETFs
9.15K
New
$46.75 - $47.8 $428K - $437K
9.15K $428K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.01K
+ 6913.79%
$209.89 - $233.24 $421K - $468K
2.03K $432K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
3.24K
New
$124.61 - $133.96 $404K - $434K
3.24K $417K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.58K
+ 5.39%
$126.68 - $134.74 $454K - $483K
70K $8.94M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
21.9K
+ 2.93%
$51.54 - $52.55 $1.13M - $1.15M
767K $39.7M
SLV
I Shares Silver Trust

ETFs
15.5K
+ 292.86%
$26.33 - $31.74 $407K - $491K
20.8K $546K
PG
Procter & Gamble CO

Consumer Defensive
2.5K
+ 56.92%
$161.05 - $179.7 $403K - $449K
6.89K $1.16M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
5.3K
+ 16.02%
$88.59 - $94.57 $469K - $501K
38.4K $3.41M
DVN
Devon Energy Corp

Energy
12K
+ 887.56%
$30.52 - $42.96 $366K - $515K
13.3K $436K
HCA
Hca Healthcare, Inc.

Healthcare
1.93K
+ 102.44%
$297.52 - $415.61 $574K - $802K
3.81K $1.14M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
6.83K
+ 6.47%
$77.02 - $78.58 $526K - $537K
113K $8.69M
CME
Cme Group Inc.

Financial Services
1.62K
+ 7056.52%
$221.17 - $246.02 $359K - $399K
1.65K $382K
DNL
Wiswisdomtree Tr

ETFs
10.5K
New
$35.98 - $39.39 $378K - $413K
10.5K $377K
AMT
American Tower Corp

Real Estate
2.18K
+ 383.48%
$179.4 - $232.01 $391K - $506K
2.75K $504K
AWK
American Water Works Company, Inc.

Utilities
3.12K
+ 334.62%
$123.83 - $146.07 $387K - $456K
4.06K $504K
AMGN
Amgen Inc

Healthcare
1.57K
+ 221.07%
$258.78 - $328.31 $407K - $517K
2.29K $595K
EMB
Ishares Tr

ETFs
4.05K
New
$88.94 - $93.46 $360K - $378K
4.05K $360K
ROP
Roper Technologies Inc

Industrials
825
+ 41.13%
$519.85 - $575.95 $429K - $475K
2.83K $1.47M
CSX
Csx Corp

Industrials
11.2K
+ 544.85%
$31.58 - $36.88 $352K - $411K
13.2K $425K
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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