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
OXYWS
Occidental Pete Corp Wt Exp 08
-12
- 7.69%
N/A
144 $0
Atlanta Braves Hldgs Inc
-89
- 76.72%
N/A
27 $0
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-31
- 13.08%
$110.55 - $130.35 $3.43K - $4.04K
206 $26K
FNA
Paragon 28, Inc.

Healthcare
-26
- 21.49%
$10.25 - $13.09 $267 - $340
95 $1K
Hamilton Insurance Group LTD
-146
- 70.53%
N/A
61 $0
ICLN
Ishares

ETFs
-1
- 0.05%
$10.94 - $11.86 $10.9 - $11.9
2.2K $25K
HBNC
Horizon Bancorp Inc

Financial Services
-8
- 8.99%
$15.0 - $17.76 $120 - $142
81 $1K
BHRB
Burke Herbert Finl Svcs Corp C
-166
- 92.22%
N/A
14 $0
WMK
Weis Markets Inc

Consumer Defensive
-11
- 20.0%
$62.92 - $82.56 $692 - $908
44 $3K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-13
- 0.53%
$59.15 - $62.71 $769 - $815
2.42K $149K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-107
- 1.43%
$42.18 - $45.16 $4.51K - $4.83K
7.39K $326K
UGI
Ugi Corp

Utilities
-226
- 12.31%
$28.0 - $34.16 $6.33K - $7.72K
1.61K $53K
TDY
Teledyne Technologies Inc

Technology
-2
- 2.74%
$455.51 - $518.84 $911 - $1.04K
71 $35K
AZO
Autozone Inc

Consumer Cyclical
-23
- 15.44%
$3193.96 - $3828.11 $73.5K - $88K
126 $480K
PDD
Pinduoduo Inc.

Consumer Cyclical
-7
- 2.97%
$94.68 - $131.34 $663 - $919
229 $27K
CTVA
Corteva, Inc.

Basic Materials
-114
- 5.75%
$55.94 - $66.15 $6.38K - $7.54K
1.87K $117K
NEU
Newmarket Corp

Basic Materials
-15
- 3.93%
$482.93 - $570.11 $7.24K - $8.55K
367 $207K
YORW
York Water CO

Utilities
-11
- 0.29%
$30.03 - $35.0 $330 - $385
3.79K $131K
BSX
Boston Scientific Corp

Healthcare
-142
- 7.88%
$89.38 - $106.18 $12.7K - $15.1K
1.66K $167K
PLD
Prologis, Inc.

Real Estate
-82
- 2.7%
$103.59 - $124.04 $8.49K - $10.2K
2.95K $330K
PGR
Progressive Corp

Financial Services
-95
- 11.07%
$235.61 - $291.22 $22.4K - $27.7K
763 $215K
ING
Ing Groep Nv

Financial Services
-151
- 3.79%
$15.51 - $20.74 $2.34K - $3.13K
3.83K $75K
SLV
I Shares Silver Trust

ETFs
-2.69K
- 12.95%
$26.93 - $31.32 $72.4K - $84.2K
18.1K $559K
RSG
Republic Services, Inc.

Industrials
-168
- 11.54%
$200.09 - $242.16 $33.6K - $40.7K
1.29K $311K
EPD
Enterprise Products Partners L.P.

Energy
-800
- 4.62%
$31.75 - $34.14 $25.4K - $27.3K
16.5K $563K
THG
Hanover Insurance Group, Inc.

Financial Services
-63
- 3.8%
$147.13 - $174.61 $9.27K - $11K
1.6K $277K
FICS
First Tr Exchange Traded Fd Vi

ETFs
-1.39K
- 4.69%
$33.49 - $37.82 $46.5K - $52.5K
28.2K $1.03M
FNF
Fidelity National Financial, Inc.

Financial Services
-39
- 1.1%
$54.25 - $65.27 $2.12K - $2.55K
3.52K $229K
TDG
Trans Digm Group Inc

Industrials
-82
- 6.51%
$1251.32 - $1394.11 $103K - $114K
1.18K $1.63M
WEC
Wec Energy Group, Inc.

Utilities
-59
- 1.87%
$92.12 - $108.98 $5.44K - $6.43K
3.09K $336K
TTWO
Take Two Interactive Software Inc

Communication Services
-4
- 0.22%
$178.61 - $217.95 $714 - $872
1.81K $374K
WPC
W. P. Carey Inc.

Real Estate
-850
- 7.54%
$53.5 - $65.05 $45.5K - $55.3K
10.4K $658K
SIVR
Abrdn Silver ETF Trust

ETFs
-187
- 1.79%
$28.07 - $32.82 $5.25K - $6.14K
10.2K $332K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-25
- 0.04%
$126.11 - $135.06 $3.15K - $3.38K
70K $9.03M
UBER
Uber Technologies, Inc

Technology
-584
- 3.95%
$63.17 - $81.49 $36.9K - $47.6K
14.2K $1.03M
IAU
Ishares Gold Trust

ETFs
-8.64K
- 11.79%
$49.74 - $58.96 $430K - $509K
64.6K $3.81M
IBM
International Business Machines Corp

Technology
-348
- 3.72%
$217.4 - $264.74 $75.7K - $92.1K
9.01K $2.24M
DISV
Dimensional ETF Tr Dimensional

ETFs
-731
- 0.9%
$26.09 - $30.21 $19.1K - $22.1K
80.5K $2.34M
JNJ
Johnson & Johnson

Healthcare
-393
- 2.29%
$142.06 - $167.7 $55.8K - $65.9K
16.8K $2.78M
VTV
Vanguard Value ETF

ETFs
-2.71K
- 0.98%
$167.73 - $179.21 $455K - $486K
274K $47.3M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-3.5K
- 0.44%
$25.54 - $28.79 $89.3K - $101K
794K $22.1M
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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