Srs Capital Advisors, Inc. Reduced Holdings in Q4 2024

Srs Capital Advisors, Inc.

  • $1.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOE
Vanguard Mid Cap Value Index F

ETFs
-18.2K
- 66.0%
$160.89 - $176.18 $2.93M - $3.21M
9.39K $1.52M
TFX
Teleflex Inc

Healthcare
-27
- 0.14%
$172.66 - $245.13 $4.66K - $6.62K
19.6K $3.48M
IVW
Ishares S&P 500 Growth ETF

ETFs
-14.5K
- 76.57%
$94.43 - $105.47 $1.37M - $1.53M
4.43K $449K
HDV
Ishares Core High Dividend ETF

ETFs
-10.4K
- 48.89%
$110.82 - $121.28 $1.15M - $1.26M
10.8K $1.22M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-13.3K
- 24.82%
$74.5 - $78.37 $992K - $1.04M
40.3K $3.02M
IVE
Ishares S&P 500 Value ETF

ETFs
-1.64K
- 1.42%
$189.5 - $206.17 $311K - $339K
114K $21.7M
VGIT
Vanguard Intermediate Term Tre

ETFs
-13K
- 65.3%
$57.78 - $60.4 $750K - $784K
6.9K $400K
IWN
Ishares Russell2000 Val ETF

ETFs
-1.33K
- 1.01%
$162.69 - $181.35 $216K - $240K
130K $21.3M
MKL
Markel Corp

Financial Services
-271
- 63.32%
$1542.01 - $1785.11 $418K - $484K
157 $271K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-4.11K
- 29.68%
$91.29 - $91.8 $375K - $377K
9.73K $889K
DVY
Ishares Tr

ETFs
-1.5K
- 4.98%
$129.55 - $143.41 $194K - $215K
28.6K $3.75M
WPC
W. P. Carey Inc.

Real Estate
-3.48K
- 23.59%
$53.44 - $61.33 $186K - $214K
11.3K $614K
CNI
Canadian National Railway CO

Industrials
-2.12K
- 67.54%
$100.62 - $117.12 $214K - $249K
1.02K $103K
ELV
Elevance Health, Inc.

Healthcare
-204
- 16.18%
$365.96 - $514.62 $74.7K - $105K
1.06K $390K
GWRE
Guidewire Software, Inc.

Technology
-792
- 8.96%
$168.58 - $207.12 $134K - $164K
8.05K $1.36M
HAS
Hasbro, Inc.

Consumer Cyclical
-3.33K
- 74.17%
$55.71 - $72.94 $186K - $243K
1.16K $64K
SITE
Site One Landscape Supply, Inc.

Industrials
-1.28K
- 27.23%
$131.3 - $156.31 $168K - $200K
3.42K $450K
VHT
Vanguard Health Care ETF

ETFs
-81
- 1.0%
$250.81 - $283.3 $20.3K - $22.9K
8.03K $2.04M
DHI
Horton D R Inc

Consumer Cyclical
-386
- 10.94%
$137.24 - $194.56 $53K - $75.1K
3.14K $439K
DOCU
Docusign, Inc.

Technology
-3.56K
- 81.17%
$61.42 - $106.99 $218K - $380K
825 $74K
CI
Cigna Corp

Healthcare
-517
- 80.91%
$265.59 - $358.58 $137K - $185K
122 $33K
IAU
Ishares Gold Trust

ETFs
-3.31K
- 4.32%
$48.37 - $52.65 $160K - $174K
73.3K $3.63M
BLDR
Builders First Source, Inc.

Industrials
-359
- 17.83%
$142.93 - $198.25 $51.3K - $71.2K
1.65K $236K
MLM
Martin Marietta Materials Inc

Basic Materials
-232
- 27.01%
$516.5 - $619.58 $120K - $144K
627 $323K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-3.01K
- 1.7%
$121.89 - $135.52 $366K - $407K
174K $21.7M
CARR
Carrier Global Corp

Industrials
-554
- 6.87%
$66.69 - $82.65 $36.9K - $45.8K
7.51K $512K
GE
General Electric CO

Industrials
-96
- 1.95%
$159.95 - $194.23 $15.4K - $18.6K
4.83K $805K
WU
Western Union CO

Financial Services
-10.2K
- 94.55%
$10.52 - $11.94 $107K - $122K
589 $6K
MBB
Ishares Tr

ETFs
-859
- 8.25%
$91.26 - $95.82 $78.4K - $82.3K
9.55K $875K
SHV
Ishares Tr

ETFs
-1.01K
- 7.74%
$109.92 - $110.57 $111K - $111K
12K $1.32M
PK
Park Hotels & Resorts Inc.

Real Estate
-8.1K
- 94.77%
$13.68 - $15.82 $111K - $128K
447 $6K
CBRE
Cbre Group, Inc.

Real Estate
-1.4K
- 12.53%
$119.22 - $140.71 $167K - $197K
9.76K $1.28M
FMC
Fmc Corp

Basic Materials
-1.53K
- 81.93%
$47.86 - $66.62 $73.4K - $102K
338 $16K
DOW
Dow Inc.

Basic Materials
-1.37K
- 39.12%
$39.1 - $55.34 $53.6K - $75.9K
2.14K $85K
NU
Nu Holdings Ltd.

Financial Services
-5.44K
- 37.28%
$10.24 - $15.89 $55.7K - $86.4K
9.15K $94K
SNPS
Synopsys Inc

Technology
-172
- 18.38%
$485.36 - $588.0 $83.5K - $101K
764 $370K
FPX
First Trust Us Equity Opportun

ETFs
-1.47K
- 18.42%
$109.38 - $131.9 $161K - $194K
6.52K $778K
WING
Wingstop Inc.

Consumer Cyclical
-204
- 60.71%
$281.09 - $422.95 $57.3K - $86.3K
132 $37K
ADM
Archer Daniels Midland CO

Consumer Defensive
-1.57K
- 93.01%
$49.38 - $59.52 $77.6K - $93.5K
118 $5K
AOA
Ishares Tr Core Aggressive All

ETFs
-1.04K
- 19.84%
$76.61 - $79.88 $79.8K - $83.2K
4.21K $322K
RACE
Ferrari N.V.

Consumer Cyclical
-128
- 16.6%
$422.83 - $490.34 $54.1K - $62.8K
643 $273K
NTRA
Natera, Inc.

Healthcare
-693
- 96.92%
$117.67 - $174.0 $81.5K - $121K
22 $3K
VIG
Vanguard Dividend Appreciation

ETFs
-466
- 3.36%
N/A
13.4K $2.44M
KMX
Carmax Inc

Consumer Cyclical
-1.12K
- 68.4%
$71.11 - $87.2 $79.4K - $97.4K
516 $42K
WCN
Waste Connections, Inc.

Industrials
-170
- 2.21%
$171.06 - $193.25 $29.1K - $32.9K
7.52K $1.29M
CMS
Cms Energy Corp

Utilities
-1.06K
- 43.99%
$65.76 - $71.94 $69.8K - $76.4K
1.35K $90K
BRKR
Bruker Corp

Healthcare
-874
- 35.72%
$48.25 - $67.46 $42.2K - $59K
1.57K $92K
NTAP
Net App, Inc.

Technology
-577
- 73.13%
$115.31 - $131.11 $66.5K - $75.7K
212 $24K
HXL
Hexcel Corp

Industrials
-1.19K
- 52.16%
$58.56 - $65.31 $69.9K - $78K
1.1K $68K
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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