Srs Capital Advisors, Inc. Sells in Q1 2025

Srs Capital Advisors, Inc.

  • $1.48 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
-905K
- 90.75%
$24.91 - $29.02 $22.5M - $26.3M
92.3K $2.31M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-606K
- 84.71%
$40.79 - $42.32 $24.7M - $25.6M
109K $4.6M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-77.9K
- 96.27%
$254.58 - $302.92 $19.8M - $23.6M
3.01K $770K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-167K
- 96.08%
$117.4 - $131.02 $19.6M - $21.8M
6.8K $813K
IWN
Ishares Russell2000 Val ETF

ETFs
-125K
- 95.81%
$149.27 - $169.4 $18.6M - $21.1M
5.45K $822K
VUG
Vanguard Growth ETF

ETFs
-17.1K
- 9.47%
$369.1 - $427.61 $6.3M - $7.3M
163K $60.6M
VBK
Vanguard Small Cap Growth ETF

ETFs
-30.3K
- 54.62%
$247.97 - $296.33 $7.5M - $8.97M
25.1K $6.33M
FTCS
First Trust Capital Strength E

ETFs
-103K
- 31.56%
$86.39 - $91.35 $8.91M - $9.42M
224K $20M
VO
Vanguard Mid Cap ETF

ETFs
-21.3K
- 12.89%
$251.87 - $277.95 $5.37M - $5.93M
144K $37.3M
RDVY
First Trust Rising Dividend Ac

ETFs
-87.1K
- 12.29%
$57.22 - $63.39 $4.98M - $5.52M
622K $36.4M
LGOV
First Tr ETF Iv Long Duration

ETFs
-226K
- 84.91%
$20.41 - $21.7 $4.61M - $4.9M
40.1K $862K
MSFT
Microsoft Corp

Technology
-6.81K
- 22.74%
$375.39 - $447.2 $2.56M - $3.05M
23.2K $8.69M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-134K
- 26.68%
$33.84 - $37.77 $4.53M - $5.06M
368K $13.4M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-95.2K
- 44.73%
$37.07 - $40.63 $3.53M - $3.87M
118K $4.63M
AAPL
Apple Inc.

Technology
-2.02K
- 1.89%
$209.68 - $247.1 $423K - $499K
105K $23.3M
VTI
Vanguard Total Stock Market Et

ETFs
-5.87K
- 7.28%
$271.18 - $303.12 $1.59M - $1.78M
74.8K $20.6M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-14.8K
- 48.21%
$126.86 - $146.45 $1.88M - $2.17M
15.9K $2.02M
IWP
Ishares Russell Mid Cap Growth

ETFs
-4.93K
- 2.79%
$114.9 - $139.6 $567K - $688K
172K $20.2M
GOOGL
Alphabet Inc.

Communication Services
-4.05K
- 12.49%
$154.33 - $206.19 $624K - $834K
28.3K $4.38M
COST
Costco Wholesale Corp

Consumer Defensive
-1.92K
- 41.86%
$890.62 - $1076.86 $1.71M - $2.07M
2.67K $2.52M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-34.6K
- 98.96%
$48.43 - $49.9 $1.68M - $1.73M
362 $18K
VOT
Vanguard Mid Cap Growth Index

ETFs
-5.27K
- 19.02%
$237.72 - $276.98 $1.25M - $1.46M
22.4K $5.49M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-29.8K
- 23.96%
$48.31 - $49.23 $1.44M - $1.47M
94.7K $4.66M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-28.1K
- 34.86%
$49.22 - $51.73 $1.38M - $1.45M
52.4K $2.65M
HD
Home Depot, Inc.

Consumer Cyclical
-3.25K
- 38.84%
$347.25 - $424.87 $1.13M - $1.38M
5.11K $1.87M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-19.7K
- 33.22%
$62.72 - $71.92 $1.23M - $1.41M
39.5K $2.49M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-52.1K
- 99.22%
$22.46 - $23.26 $1.17M - $1.21M
409 $9K
SPGI
S&P Global Inc.

Financial Services
-2.47K
- 28.71%
$478.26 - $543.77 $1.18M - $1.34M
6.13K $3.11M
UPS
United Parcel Service Inc

Industrials
-7.65K
- 38.97%
$109.66 - $136.26 $839K - $1.04M
12K $1.32M
MUB
Ishares National Muni Bond ETF

ETFs
-7.66K
- 4.09%
$104.71 - $107.69 $802K - $825K
179K $18.9M
WMT
Walmart Inc.

Consumer Defensive
-10.3K
- 35.83%
$84.5 - $105.05 $872K - $1.08M
18.5K $1.62M
PEP
Pepsico Inc

Consumer Defensive
-6.28K
- 38.55%
$142.64 - $156.42 $895K - $982K
10K $1.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-39.8K
- 16.64%
$27.01 - $28.54 $1.07M - $1.13M
199K $5.57M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-8.17K
- 97.23%
$114.57 - $118.14 $936K - $965K
233 $27K
LEGR
First Tr ETF Indxx Innovation

ETFs
-20.4K
- 91.77%
$45.84 - $50.21 $935K - $1.02M
1.83K $89K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
-19.4K
- 91.65%
$40.67 - $48.92 $790K - $951K
1.77K $72K
IVV
Ishares Core S&P 500 ETF

ETFs
-1.27K
- 23.67%
$554.06 - $615.85 $705K - $784K
4.11K $2.31M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-11.4K
- 46.51%
$47.79 - $59.89 $545K - $684K
13.1K $659K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-21.3K
- 9.87%
$29.34 - $31.31 $624K - $666K
194K $5.76M
NFLX
Netflix Inc

Communication Services
-1.05K
- 22.4%
$828.4 - $1058.6 $871K - $1.11M
3.64K $3.4M
CRM
Salesforce, Inc.

Technology
-1.5K
- 29.26%
$268.36 - $359.95 $402K - $540K
3.62K $972K
LCG
Northern Lts Fd Tr Iv Sterling

ETFs
-16.9K
- 12.97%
$27.76 - $32.95 $469K - $557K
113K $3.15M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-11.4K
- 17.63%
$59.78 - $60.03 $682K - $684K
53.3K $3.19M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.18K
- 30.81%
$497.6 - $606.74 $586K - $715K
2.65K $1.32M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-3.58K
- 46.73%
$168.16 - $186.21 $601K - $666K
4.08K $696K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-19.3K
- 90.47%
$28.62 - $36.65 $551K - $706K
2.03K $58K
IVE
Ishares S&P 500 Value ETF

ETFs
-3.16K
- 2.78%
$185.78 - $198.58 $587K - $627K
110K $21.1M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-6.43K
- 18.8%
$100.34 - $100.68 $645K - $648K
27.8K $2.8M
URNM
Sprott Fds Tr Uranium Miners E

ETFs
-15.5K
- 92.18%
$32.41 - $44.87 $502K - $696K
1.32K $42K
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
Track This Portfolio

Track Srs Capital Advisors, Inc. Portfolio

Follow Srs Capital Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Srs Capital Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Srs Capital Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email