Srs Capital Advisors, Inc. Incresed Positions in Q4 2024

Srs Capital Advisors, Inc.

  • $1.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
82.6K
+ 84.49%
$378.79 - $428.11 $31.3M - $35.4M
180K $74M
FTCS
First Trust Capital Strength E

ETFs
309K
+ 1793.16%
$87.62 - $94.03 $27.1M - $29.1M
327K $28.7M
RDVY
First Trust Rising Dividend Ac

ETFs
398K
+ 128.34%
$58.65 - $64.37 $23.4M - $25.6M
709K $41.9M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
428K
+ 297136.81%
$42.84 - $45.38 $18.3M - $19.4M
428K $18.4M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
501K
+ 42865.84%
$34.13 - $37.35 $17.1M - $18.7M
502K $17.1M
VO
Vanguard Mid Cap ETF

ETFs
57K
+ 52.6%
$261.5 - $284.63 $14.9M - $16.2M
165K $43.7M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
163K
+ 102908.86%
$72.18 - $81.41 $11.7M - $13.2M
163K $12.3M
VBK
Vanguard Small Cap Growth ETF

ETFs
41.3K
+ 293.42%
$264.18 - $304.19 $10.9M - $12.6M
55.4K $15.5M
AAPL
Apple Inc.

Technology
37.2K
+ 53.23%
$221.69 - $259.02 $8.24M - $9.63M
107K $26.8M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
212K
+ 37567.61%
$38.37 - $42.82 $8.14M - $9.09M
213K $8.17M
VOT
Vanguard Mid Cap Growth Index

ETFs
26.4K
+ 2055.18%
$241.48 - $274.89 $6.38M - $7.26M
27.7K $7.03M
AMZN
Amazon Com Inc

Consumer Cyclical
23.5K
+ 51.33%
$180.88 - $232.93 $4.25M - $5.48M
69.3K $15.2M
FPE
First Tr Pfd Secs & Income ETF

ETFs
397K
+ 25.89%
$17.65 - $18.18 $7M - $7.21M
1.93M $34.1M
NVDA
Nvidia Corp

Technology
41.1K
+ 82.52%
$117.0 - $148.88 $4.81M - $6.13M
91K $12.2M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
179K
+ 499.28%
$29.73 - $30.81 $5.33M - $5.53M
215K $6.56M
SCHA
Schwab Strategic Tr Us Small C

ETFs
210K
+ 381281.81%
$25.33 - $51.16 $5.31M - $10.7M
210K $5.42M
VTI
Vanguard Total Stock Market Et

ETFs
16.9K
+ 26.57%
$280.04 - $302.45 $4.74M - $5.12M
80.7K $23.4M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
109K
+ 711.03%
$48.48 - $49.47 $5.29M - $5.4M
125K $6.06M
MSFT
Microsoft Corp

Technology
11K
+ 57.8%
$406.35 - $454.46 $4.46M - $4.99M
30K $12.6M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
29.7K
+ 2913.53%
$129.96 - $144.97 $3.86M - $4.31M
30.7K $4.28M
TSLA
Tesla, Inc.

Consumer Cyclical
7.05K
+ 111.81%
$213.65 - $479.86 $1.51M - $3.38M
13.4K $5.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.02K
+ 5.63%
$481.22 - $538.17 $1.93M - $2.16M
75.4K $38.5M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
73.3K
+ 1029.31%
$50.06 - $55.0 $3.67M - $4.03M
80.5K $4.04M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
33.9K
+ 11496.27%
$100.16 - $100.7 $3.4M - $3.42M
34.2K $3.43M
NFLX
Netflix Inc

Communication Services
3.57K
+ 315.58%
$687.65 - $936.56 $2.45M - $3.34M
4.7K $4.19M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.26K
+ 646.38%
$521.84 - $558.82 $3.27M - $3.5M
7.23K $3.89M
GOOGL
Alphabet Inc.

Communication Services
14.8K
+ 83.92%
$161.86 - $196.66 $2.39M - $2.91M
32.4K $6.13M
COST
Costco Wholesale Corp

Consumer Defensive
3.38K
+ 278.17%
$873.59 - $994.69 $2.95M - $3.36M
4.59K $4.21M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
42.9K
+ 263.74%
$58.39 - $67.04 $2.51M - $2.88M
59.2K $3.76M
XOM
Exxon Mobil Corp

Energy
25.2K
+ 178.98%
$105.51 - $125.37 $2.65M - $3.15M
39.2K $4.22M
JPM
Jpmorgan Chase & CO

Financial Services
9.56K
+ 99.58%
$205.18 - $250.29 $1.96M - $2.39M
19.2K $4.59M
IWP
Ishares Russell Mid Cap Growth

ETFs
7.52K
+ 4.44%
$116.4 - $138.52 $875K - $1.04M
177K $22.4M
V
Visa Inc.

Financial Services
4.86K
+ 39.15%
$273.87 - $320.91 $1.33M - $1.56M
17.3K $5.46M
UPS
United Parcel Service Inc

Industrials
16.3K
+ 489.84%
$122.65 - $138.35 $2M - $2.25M
19.6K $2.47M
HD
Home Depot, Inc.

Consumer Cyclical
5.25K
+ 169.0%
$385.02 - $431.37 $2.02M - $2.26M
8.36K $3.25M
WMT
Walmart Inc.

Consumer Defensive
18K
+ 167.04%
$79.1 - $95.7 $1.42M - $1.72M
28.8K $2.6M
IVV
Ishares Core S&P 500 ETF

ETFs
2.82K
+ 110.28%
$570.51 - $610.59 $1.61M - $1.72M
5.38K $3.17M
PEP
Pepsico Inc

Consumer Defensive
11.6K
+ 244.65%
$151.29 - $176.1 $1.75M - $2.03M
16.3K $2.48M
CVX
Chevron Corp

Energy
11.5K
+ 462.19%
$141.15 - $162.53 $1.63M - $1.88M
14K $2.03M
BAC
Bank Of America Corp

Financial Services
35.2K
+ 227.87%
$39.22 - $47.77 $1.38M - $1.68M
50.6K $2.23M
CRM
Salesforce, Inc.

Technology
4.15K
+ 425.98%
$270.87 - $367.87 $1.12M - $1.53M
5.12K $1.71M
MA
Mastercard Inc

Financial Services
2.3K
+ 36.74%
$491.3 - $536.15 $1.13M - $1.24M
8.58K $4.52M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
28.1K
+ 160.2%
$49.79 - $51.14 $1.4M - $1.44M
45.6K $2.29M
META
Meta Platforms, Inc.

Communication Services
2.12K
+ 36.61%
$554.08 - $632.68 $1.18M - $1.34M
7.92K $4.67M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
21.8K
+ 796.64%
$55.73 - $66.16 $1.22M - $1.44M
24.5K $1.48M
QUAL
Ishares Msci Usa Quality Facto

ETFs
7.05K
+ 1166.72%
$176.42 - $186.91 $1.24M - $1.32M
7.65K $1.36M
AVGO
Broadcom Inc.

Technology
3.26K
+ 39.17%
$159.67 - $250.0 $520K - $814K
11.6K $2.68M
VB
Vanguard Small Cap ETF

ETFs
3.89K
+ 3.84%
$233.76 - $261.58 $909K - $1.02M
105K $25.3M
DIS
Walt Disney CO

Communication Services
9.68K
+ 160.23%
$92.39 - $117.6 $894K - $1.14M
15.7K $1.75M
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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