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
IAUM
I Shares Gold Trust Micro

ETFs
4.89K
New
$26.29 - $31.17 $128K - $152K
4.89K $152K
PEAK
Healthpeak Properties, Inc.

Real Estate
7.79K
+ 124.93%
N/A
14K $266K
FTQI
First Trust ETF Vi First Trust

ETFs
9.94K
+ 46.91%
$18.72 - $21.32 $186K - $212K
31.1K $587K
VT
Vanguard Total World Stk Index

ETFs
1.26K
+ 183.5%
$115.08 - $123.97 $145K - $156K
1.94K $225K
HDV
Ishares Core High Dividend ETF

ETFs
403
+ 3.72%
$110.86 - $121.12 $44.7K - $48.8K
11.2K $1.36M
BWXT
Bwx Technologies, Inc.

Industrials
1.53K
+ 178.55%
$96.59 - $128.46 $148K - $197K
2.39K $235K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
4.5K
+ 90.04%
$36.64 - $45.76 $165K - $206K
9.5K $356K
DASH
Door Dash, Inc.

Communication Services
728
+ 230.38%
$168.37 - $213.38 $123K - $155K
1.04K $190K
BITO
Proshares Tr Bitcoin Strategy

ETFs
7.5K
New
$17.57 - $25.81 $132K - $194K
7.5K $137K
BCE
Bce Inc

Communication Services
5.94K
+ 6676.4%
$22.14 - $25.18 $132K - $150K
6.03K $138K
HTGC
Hercules Capital, Inc.

Financial Services
6.92K
New
$18.01 - $22.0 $125K - $152K
6.92K $132K
SGOL
Abrdn Gold ETF Trust

ETFs
4.45K
New
$25.14 - $29.82 $112K - $133K
4.45K $132K
VDE
Vanguard Energy ETF

ETFs
497
+ 6.3%
$119.14 - $132.76 $59.2K - $66K
8.39K $1.09M
BR
Broadridge Financial Solutions, Inc.

Technology
463
+ 41.23%
$221.46 - $244.83 $103K - $113K
1.59K $384K
TTEK
Tetra Tech Inc

Industrials
4.99K
+ 284.05%
$28.26 - $42.58 $141K - $212K
6.74K $197K
GLD
Spdr Gold Trust

ETFs
38
+ 1.51%
$243.19 - $288.14 $9.24K - $10.9K
2.55K $734K
BIBL
Northern Lts Fd Tr Iv

ETFs
3.4K
+ 45.26%
$37.55 - $41.94 $128K - $143K
10.9K $418K
CCI
Crown Castle International Corp

Real Estate
953
+ 50.29%
$84.33 - $106.39 $80.4K - $101K
2.85K $296K
FLEX
Flex Ltd.

Technology
3.8K
New
$32.92 - $44.46 $125K - $169K
3.8K $125K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
7.46K
+ 282.83%
$18.53 - $29.07 $138K - $217K
10.1K $191K
CGDV
Capital Group Divid Value ETF

ETFs
3.37K
+ 78.53%
$34.95 - $37.36 $118K - $126K
7.65K $272K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
3.49K
New
$32.74 - $36.2 $114K - $126K
3.49K $121K
NXST
Nexstar Media Group, Inc.

Communication Services
632
+ 167.64%
$146.34 - $182.75 $92.5K - $115K
1.01K $180K
OTIS
Otis Worldwide Corp

Industrials
1.11K
+ 178.51%
$90.77 - $104.01 $100K - $115K
1.72K $177K
AFL
Aflac Inc

Financial Services
1.03K
+ 222.83%
$100.99 - $111.19 $104K - $114K
1.49K $165K
SONY
Sony Group Corp

Technology
3.67K
+ 65.02%
$19.88 - $25.64 $73K - $94.2K
9.33K $236K
CHE
Chemed Corp

Healthcare
172
+ 127.41%
$521.84 - $615.32 $89.8K - $106K
307 $188K
DELL
Dell Technologies Inc.

Technology
1.33K
+ 762.29%
$90.34 - $124.66 $121K - $166K
1.51K $137K
EME
Emcor Group, Inc.

Industrials
404
+ 100.25%
$361.16 - $535.99 $146K - $217K
807 $298K
VGSH
Vanguard

ETFs
1.75K
+ 7.92%
$58.07 - $58.69 $102K - $103K
23.9K $1.4M
YUM
Yum Brands Inc

Consumer Cyclical
456
+ 25.25%
$123.25 - $162.53 $56.2K - $74.1K
2.26K $355K
GILD
Gilead Sciences, Inc.

Healthcare
668
+ 34.49%
$89.14 - $117.41 $59.5K - $78.4K
2.61K $291K
PFF
Ishares Trust Ishares Pfd And

ETFs
4.03K
+ 25.15%
$30.73 - $32.26 $124K - $130K
20K $615K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
4.19K
New
$26.53 - $29.63 $111K - $124K
4.19K $112K
CRK
Comstock Resources Inc

Energy
5.5K
New
$16.92 - $21.52 $93.1K - $118K
5.5K $111K
FDN
First Tr Fd Dow Jones

ETFs
505
+ 382.58%
$221.38 - $266.86 $112K - $135K
637 $141K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
805
New
$128.74 - $138.67 $104K - $112K
805 $109K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
1.73K
New
$46.15 - $63.53 $80K - $110K
1.73K $106K
ONON
On Holding Ag

Consumer Cyclical
2.42K
New
$43.92 - $63.62 $106K - $154K
2.42K $106K
AMP
Ameriprise Financial Inc

Financial Services
224
+ 320.0%
$472.29 - $575.13 $106K - $129K
294 $142K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
4.8K
New
$21.23 - $22.14 $102K - $106K
4.8K $105K
JHG
Janus Henderson Group PLC

Financial Services
3.01K
+ 427.52%
$35.98 - $45.94 $108K - $138K
3.72K $134K
FMB
First Tr Exchange Traded Fd Ii

ETFs
2.36K
+ 9.21%
$50.17 - $51.45 $118K - $121K
28K $1.41M
IBN
Icici Bank LTD

Financial Services
3.03K
+ 56.96%
$27.55 - $31.67 $83.6K - $96.1K
8.36K $263K
ST
Sensata Technologies Holding PLC

Technology
4.45K
+ 357.6%
$24.27 - $30.0 $108K - $133K
5.69K $138K
MELI
Mercadolibre Inc

Consumer Cyclical
44
+ 65.67%
$1739.0 - $2260.0 $76.5K - $99.4K
111 $216K
ALLY
Ally Financial Inc.

Financial Services
2.81K
+ 2177.52%
$32.99 - $40.09 $92.7K - $113K
2.94K $107K
FSIG
First Tr ETF Iv LTD Duration I
5.48K
New
$18.74 - $19.04 $103K - $104K
5.48K $103K
FEMB
First Tr ETF Emerging Markets

ETFs
3.84K
New
$25.88 - $27.49 $99.2K - $105K
3.84K $103K
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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