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
CNXC
Concentrix Corp

Technology
3.62K
+ 664.95%
$37.26 - $52.63 $135K - $191K
4.17K $180K
NI
Nisource Inc.

Utilities
4.08K
+ 2474.55%
$33.74 - $38.25 $138K - $156K
4.25K $156K
CGDV
Capital Group Divid Value ETF

ETFs
4.29K
New
$35.16 - $37.12 $151K - $159K
4.29K $151K
MSTR
Microstrategy Inc

Technology
480
+ 761.9%
$162.69 - $473.83 $78.1K - $227K
543 $157K
SPG
Simon Property Group Inc

Real Estate
840
+ 235.96%
$167.23 - $183.84 $140K - $154K
1.2K $205K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
3.69K
New
$38.96 - $43.28 $144K - $160K
3.69K $145K
GM
General Motors CO

Consumer Cyclical
1.7K
+ 27.24%
$44.82 - $60.2 $76K - $102K
7.92K $422K
DGRO
Ishares Core Dividend Growth E

ETFs
2.37K
+ 128.15%
$60.73 - $64.94 $144K - $154K
4.22K $259K
MUB
Ishares National Muni Bond ETF

ETFs
4.88K
+ 2.68%
$105.78 - $108.7 $516K - $530K
187K $19.9M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
334
+ 280.67%
$260.53 - $404.79 $87K - $135K
453 $173K
TTD
Trade Desk, Inc.

Technology
1.11K
+ 92.73%
$108.7 - $139.51 $121K - $155K
2.31K $270K
EPD
Enterprise Products Partners L.P.

Energy
3.43K
+ 24.68%
$28.66 - $34.43 $98.2K - $118K
17.3K $542K
LNG
Cheniere Energy, Inc.

Energy
593
+ 209.54%
$181.07 - $225.92 $107K - $134K
876 $188K
D
Dominion Energy, Inc

Utilities
2.58K
+ 606.35%
$52.63 - $60.92 $136K - $157K
3K $161K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
2.15K
+ 616.91%
$64.62 - $71.43 $139K - $154K
2.5K $161K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
7.59K
+ 2358.07%
$18.41 - $40.87 $140K - $310K
7.92K $146K
EL
Estee Lauder Companies Inc

Consumer Defensive
1.78K
+ 4054.55%
$62.74 - $97.24 $112K - $173K
1.83K $137K
DTE
Dte Energy CO

Utilities
1.1K
+ 941.88%
$117.04 - $129.77 $129K - $143K
1.22K $147K
PAYX
Paychex Inc

Industrials
912
+ 331.64%
$135.86 - $148.73 $124K - $136K
1.19K $166K
DLTR
Dollar Tree, Inc.

Consumer Defensive
1.74K
+ 3857.78%
$61.21 - $76.19 $106K - $132K
1.78K $133K
DFUS
Dimensional ETF Tr U S Equity

ETFs
2K
+ 265.82%
$61.52 - $66.5 $123K - $133K
2.75K $175K
TDC
Teradata Corp

Technology
4.12K
+ 2111.79%
$28.47 - $33.38 $117K - $137K
4.31K $134K
FTSL
First Trust Senior Ln Fund

ETFs
2.7K
+ 53.43%
$45.9 - $46.48 $124K - $125K
7.75K $358K
GS
Goldman Sachs Group Inc

Financial Services
147
+ 27.95%
$486.1 - $608.57 $71.5K - $89.5K
673 $385K
AGCO
Agco Corp

Industrials
1.33K
+ 7015.79%
$89.46 - $101.89 $119K - $136K
1.35K $126K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
10.5K
New
$10.4 - $12.75 $110K - $134K
10.5K $123K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
1.45K
+ 156.48%
$97.29 - $122.68 $141K - $178K
2.38K $231K
MOH
Molina Healthcare, Inc.

Healthcare
445
+ 300.68%
$274.73 - $341.91 $122K - $152K
593 $172K
LEA
Lear Corp

Consumer Cyclical
1.29K
+ 14322.22%
$92.95 - $108.96 $120K - $140K
1.3K $122K
UNM
Unum Group

Financial Services
1.36K
+ 87.96%
$58.88 - $77.07 $80K - $105K
2.9K $212K
DE
Deere & CO

Industrials
282
+ 174.07%
$389.45 - $466.0 $110K - $131K
444 $188K
FIVE
Five Below, Inc

Consumer Cyclical
1.09K
+ 304.2%
$83.0 - $115.97 $90.1K - $126K
1.44K $151K
AJG
Arthur J. Gallagher & Co.

Financial Services
420
+ 700.0%
$278.49 - $315.16 $117K - $132K
480 $136K
IWF
Ishares Russell 1000 Gr ETF

ETFs
29
+ 0.71%
$370.24 - $418.94 $10.7K - $12.1K
4.09K $1.64M
APO
Apollo Global Management, Inc.

Financial Services
71
+ 2.7%
$131.36 - $178.61 $9.33K - $12.7K
2.7K $446K
FULT
Fulton Financial Corp

Financial Services
523
+ 0.58%
$16.97 - $21.99 $8.88K - $11.5K
91.5K $1.76M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
928
+ 136.47%
$123.69 - $133.68 $115K - $124K
1.61K $200K
SWKS
Skyworks Solutions, Inc.

Technology
1.34K
+ 263.65%
$83.18 - $99.15 $112K - $133K
1.85K $164K
AMED
Amedisys Inc

Healthcare
1.26K
+ 2298.18%
$83.78 - $97.71 $106K - $124K
1.32K $119K
PSX
Phillips 66

Energy
1.08K
+ 174.03%
$110.35 - $138.93 $119K - $150K
1.7K $193K
IDXX
Idexx Laboratories Inc

Healthcare
287
+ 363.29%
$406.92 - $495.42 $117K - $142K
366 $151K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
2.19K
+ 17.05%
$50.73 - $51.08 $111K - $112K
15K $764K
ESI
Element Solutions Inc

Basic Materials
4.3K
+ 1466.21%
$24.64 - $29.33 $106K - $126K
4.59K $116K
IXN
Ishares Global Information Tec

ETFs
1.28K
+ 128200.0%
$80.67 - $87.84 $103K - $113K
1.28K $108K
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.23K
+ 30850.0%
$87.1 - $98.49 $107K - $122K
1.24K $108K
VBR
Vanguard Small Cap Value ETF

ETFs
852
+ 3.54%
$197.36 - $217.3 $168K - $185K
24.9K $4.93M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
2.36K
+ 35.57%
$47.26 - $48.18 $111K - $114K
8.99K $426K
XLV
Select Sector Spdr Fund Health

ETFs
861
+ 97.18%
$136.28 - $154.74 $117K - $133K
1.75K $240K
BSX
Boston Scientific Corp

Healthcare
1.13K
+ 168.41%
$83.62 - $91.5 $94.5K - $103K
1.8K $160K
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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