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
KHC
Kraft Heinz CO

Consumer Defensive
2.97K
+ 83.97%
$30.1 - $36.02 $89.4K - $107K
6.51K $199K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
256
+ 103.64%
$173.13 - $258.09 $44.3K - $66.1K
503 $116K
HSY
Hershey CO

Consumer Defensive
433
New
$168.67 - $193.65 $73K - $83.9K
433 $73K
ELS
Equity Lifestyle Properties Inc

Real Estate
1.09K
New
$66.06 - $72.51 $71.9K - $79K
1.09K $72K
INTU
Intuit Inc

Technology
84
+ 3.57%
$602.01 - $706.25 $50.6K - $59.3K
2.44K $1.53M
NICE
Nice Ltd.

Technology
422
New
$164.71 - $199.17 $69.5K - $84K
422 $71K
TRIP
Trip Advisor, Inc.

Consumer Cyclical
4.83K
New
$12.95 - $17.41 $62.5K - $84.1K
4.83K $71K
IRM
Iron Mountain Inc

Real Estate
686
+ 281.15%
$101.62 - $128.14 $69.7K - $87.9K
930 $97K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.9K
+ 58.54%
$59.25 - $72.99 $112K - $138K
5.14K $306K
WRB
Berkley W R Corp

Financial Services
1.14K
+ 121.91%
$56.48 - $64.94 $64.1K - $73.7K
2.07K $120K
SPTL
Spdr Portfolio Long Term Treas

ETFs
2.57K
New
$26.05 - $29.17 $67K - $75K
2.57K $67K
SO
Southern CO

Utilities
851
+ 206.55%
$81.5 - $94.15 $69.4K - $80.1K
1.26K $103K
XAR
Spdr S&P Aerospace & Defense E

ETFs
400
New
$153.8 - $176.52 $61.5K - $70.6K
400 $66K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
971
+ 15.11%
$119.34 - $127.78 $116K - $124K
7.4K $882K
MDT
Medtronic PLC

Healthcare
980
+ 69.01%
$79.61 - $92.24 $78K - $90.4K
2.4K $191K
WELL
Welltower Inc.

Real Estate
521
+ 100.58%
$123.11 - $139.3 $64.1K - $72.6K
1.04K $130K
VXF
Vanguard Extended Market ETF

ETFs
336
+ 2100.0%
$179.17 - $207.15 $60.2K - $69.6K
352 $66K
HRB
H&R Block Inc

Consumer Cyclical
1.46K
+ 111.92%
$52.14 - $63.36 $75.9K - $92.2K
2.76K $145K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
320
+ 101.59%
$170.03 - $192.78 $54.4K - $61.7K
635 $117K
VRSN
Verisign Inc

Technology
301
+ 381.01%
$176.68 - $206.96 $53.2K - $62.3K
380 $78K
IPGP
Ipg Photonics Corp

Technology
876
+ 463.49%
$71.88 - $85.75 $63K - $75.1K
1.07K $77K
EW
Edwards Lifesciences Corp

Healthcare
724
+ 74.03%
$64.54 - $75.92 $46.7K - $55K
1.7K $125K
WSO
Watsco Inc

Industrials
133
+ 108.13%
$466.57 - $568.78 $62.1K - $75.6K
256 $121K
GLW
Corning Inc

Technology
1.23K
+ 106.13%
$44.11 - $49.76 $54.3K - $61.2K
2.39K $113K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1.05K
+ 122.14%
$57.38 - $61.11 $60.1K - $64K
1.91K $111K
SON
Sonoco Products CO

Consumer Cyclical
1.3K
+ 311.78%
$48.6 - $54.89 $63K - $71.2K
1.71K $83K
ASTS
Ast Space Mobile, Inc.

Communication Services
2.95K
+ 554.51%
$21.1 - $28.49 $62.2K - $84K
3.48K $73K
ARCC
Ares Capital Corp

Financial Services
2.74K
New
$20.74 - $22.27 $56.9K - $61.1K
2.74K $60K
TWLO
Twilio Inc

Communication Services
40
+ 3.14%
$63.73 - $114.96 $2.55K - $4.6K
1.31K $141K
BNOV
Innovator U.S. Equity Buffer E

ETFs
1.09K
+ 8.17%
$38.08 - $39.98 $41.4K - $43.5K
14.4K $565K
ZI
Zoom Info Technologies Inc.

Technology
5.47K
+ 183.92%
$9.44 - $13.08 $51.6K - $71.5K
8.44K $88K
TXG
10x Genomics, Inc.

Healthcare
4.32K
+ 817.39%
$13.18 - $21.31 $57K - $92.1K
4.85K $69K
TTWO
Take Two Interactive Software Inc

Communication Services
10
+ 0.56%
$147.66 - $190.46 $1.48K - $1.9K
1.81K $333K
SAM
Boston Beer CO Inc

Consumer Defensive
187
+ 171.56%
$270.2 - $323.56 $50.5K - $60.5K
296 $88K
AX
Axos Financial, Inc.

Financial Services
773
+ 238.58%
$59.93 - $86.6 $46.3K - $66.9K
1.1K $76K
SPOT
Spotify Technology S.A.

Communication Services
25
+ 4.56%
$362.95 - $502.38 $9.07K - $12.6K
573 $256K
PLTR
Palantir Technologies Inc.

Technology
526
+ 133.16%
$36.46 - $82.38 $19.2K - $43.3K
921 $69K
CAT
Caterpillar Inc

Industrials
216
+ 23.48%
$360.37 - $416.88 $77.8K - $90K
1.14K $412K
VGSH
Vanguard

ETFs
1.2K
+ 5.72%
$58.02 - $58.88 $69.5K - $70.5K
22.1K $1.29M
PNC
Pnc Financial Services Group, Inc.

Financial Services
185
+ 9.16%
$178.39 - $215.0 $33K - $39.8K
2.21K $425K
CABO
Cable One, Inc.

Communication Services
139
+ 79.43%
$316.06 - $425.99 $43.9K - $59.2K
314 $113K
HE
Hawaiian Electric Industries Inc

Utilities
5.27K
+ 155.09%
$9.12 - $10.98 $48.1K - $57.9K
8.67K $84K
MVIS
Microvision, Inc.

Technology
50K
New
N/A
50K $52K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.23K
+ 477.73%
$22.39 - $23.45 $50K - $52.3K
2.7K $62K
OVV
Ovintiv Inc.

Energy
1.28K
+ 4132.26%
$37.74 - $46.71 $48.3K - $59.8K
1.31K $53K
CPRT
Copart Inc

Consumer Cyclical
18
+ 0.19%
$51.36 - $63.8 $924 - $1.15K
9.74K $559K
ENB
Enbridge Inc

Energy
1.14K
+ 138.61%
$40.4 - $43.92 $46K - $50K
1.96K $83K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
827
New
$59.24 - $74.8 $49K - $61.9K
827 $50K
REET
Ishares Global Reit ETF

ETFs
2.11K
New
$23.43 - $26.54 $49.4K - $55.9K
2.11K $50K
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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