Srs Capital Advisors, Inc. New Holdings in Q1 2025

Srs Capital Advisors, Inc.

  • $1.48 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
96
New
$103.96 - $122.36 $9.98K - $11.7K
96 $10K
IGM
Ishares Expanded Tech Sector E

ETFs
113
New
$90.67 - $108.46 $10.2K - $12.3K
113 $10K
AG
First Majestic Silver Corp

Basic Materials
1.55K
New
$5.28 - $7.25 $8.18K - $11.2K
1.55K $10K
ECVT
Ecovyst Inc.

Basic Materials
1.73K
New
$6.2 - $8.42 $10.7K - $14.6K
1.73K $10K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
106
New
$96.93 - $109.51 $10.3K - $11.6K
106 $10K
COLB
Columbia Banking System, Inc.

Financial Services
433
New
$23.89 - $28.84 $10.3K - $12.5K
433 $10K
PLL
Piedmont Lithium Inc.

Basic Materials
1.73K
New
$6.3 - $9.91 $10.9K - $17.1K
1.73K $10K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
225
New
$47.59 - $48.35 $10.7K - $10.9K
225 $10K
IGF
Ishares Global Infrastructure

ETFs
200
New
$51.96 - $54.84 $10.4K - $11K
200 $10K
LTC
Ltc Properties Inc

Real Estate
300
New
$33.46 - $36.14 $10K - $10.8K
300 $10K
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
500
New
N/A
500 $9K
PAA
Plains All American Pipeline LP

Energy
468
New
$17.32 - $20.96 $8.11K - $9.81K
468 $9K
TW
Tradeweb Markets Inc.

Financial Services
62
New
$123.42 - $148.46 $7.65K - $9.2K
62 $9K
UCBI
United Community Banks Inc

Financial Services
324
New
N/A
324 $9K
XJR
Ishares Tresg Screened S&P Sma

ETFs
257
New
$36.7 - $42.78 $9.43K - $11K
257 $9K
TRIN
Trinity Capital Inc.

Financial Services
622
New
$14.26 - $16.56 $8.87K - $10.3K
622 $9K
FLGT
Fulgent Genetics, Inc.

Healthcare
557
New
$15.28 - $18.95 $8.51K - $10.6K
557 $9K
HDB
Hdfc Bank LTD

Financial Services
128
New
$58.06 - $66.85 $7.43K - $8.56K
128 $8K
NEP
Nextera Energy Partners, LP

Utilities
938
New
$8.38 - $18.87 $7.86K - $17.7K
938 $8K
AAP
Advance Auto Parts Inc

Consumer Cyclical
209
New
$33.63 - $49.79 $7.03K - $10.4K
209 $8K
PHYS
Sprott Physical Gold Trust

Financial Services
370
New
$20.25 - $24.06 $7.49K - $8.9K
370 $8K
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
553
New
$14.31 - $14.8 $7.91K - $8.18K
553 $7K
FOR
Forestar Group Inc.

Real Estate
334
New
$21.07 - $27.26 $7.04K - $9.1K
334 $7K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
300
New
$23.53 - $25.24 $7.06K - $7.57K
300 $7K
RKLB
Rocket Lab Usa, Inc.

Industrials
425
New
$17.12 - $31.57 $7.28K - $13.4K
425 $7K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
175
New
$39.65 - $43.35 $6.94K - $7.59K
175 $7K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
2.53K
New
$2.86 - $9.78 $7.22K - $24.7K
2.53K $7K
IYT
Ishares Tr U.S. Transportation

ETFs
124
New
$63.37 - $73.39 $7.86K - $9.1K
124 $7K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
179
New
$38.99 - $40.37 $6.98K - $7.23K
179 $7K
KGC
Kinross Gold Corp

Basic Materials
600
New
$9.69 - $12.61 $5.81K - $7.57K
600 $7K
TEQI
T Rowe Price Exchange Traded F

Technology
180
New
$40.26 - $42.96 $7.25K - $7.73K
180 $7K
SCL
Stepan CO

Basic Materials
135
New
$55.04 - $65.59 $7.43K - $8.85K
135 $7K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
162
New
$43.6 - $49.84 $7.06K - $8.07K
162 $7K
SZC
Cushing Next Gen Infrastructure Income Fund

Financial Services
159
New
N/A
159 $6K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
100
New
$67.43 - $75.54 $6.74K - $7.55K
100 $6K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
42
New
$154.39 - $176.55 $6.48K - $7.42K
42 $6K
GAMB
Gambling.Com Group LTD

Consumer Cyclical
484
New
$11.67 - $16.75 $5.65K - $8.11K
484 $6K
TMDX
Trans Medics Group, Inc.

Healthcare
93
New
$56.73 - $79.42 $5.28K - $7.39K
93 $6K
MTA
Metalla Royalty & Streaming Ltd.

Basic Materials
2.2K
New
$2.53 - $3.37 $5.57K - $7.41K
2.2K $6K
KBR
Kbr, Inc.

Industrials
129
New
$47.88 - $60.47 $6.18K - $7.8K
129 $6K
TMST
Timken Steel Corp

Basic Materials
308
New
N/A
308 $6K
LCID
Lucid Group, Inc.

Consumer Cyclical
2.69K
New
$2.03 - $3.48 $5.46K - $9.36K
2.69K $6K
DC
Dakota Gold Corp.

Basic Materials
2.53K
New
$2.22 - $3.42 $5.62K - $8.66K
2.53K $6K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
106
New
$58.04 - $65.84 $6.15K - $6.98K
106 $6K
EVER
Ever Quote, Inc.

Communication Services
259
New
$17.84 - $29.71 $4.62K - $7.69K
259 $6K
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
374
New
$17.4 - $30.56 $6.51K - $11.4K
374 $6K
NFE
New Fortress Energy Inc.

Utilities
836
New
$8.31 - $16.3 $6.95K - $13.6K
836 $6K
BRSP
Bright Spire Capital, Inc.

Real Estate
1.26K
New
$5.48 - $6.23 $6.88K - $7.82K
1.26K $6K
DLB
Dolby Laboratories, Inc.

Industrials
87
New
$76.37 - $87.32 $6.64K - $7.6K
87 $6K
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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