Srs Capital Advisors, Inc. Portfolio Holdings
Srs Capital Advisors, Inc.
- $1.07 Billion
- Q3 2024
Srs Capital Advisors, Inc. has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.07 Billion distributed in 3247 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $39.3M, Ishares Trust Ishares 1 5 Year with a value of $39.2M, Schwab Strategic Us Tips ETF with a value of $37.6M, Vanguard Growth ETF with a value of $37.5M, and Invesco Qqq Trust, Series 1 with a value of $34.8M.
Examining the 13F form we can see an increase of $89.5M in the current position value, from $977M to 1.07B.
Srs Capital Advisors, Inc. is based out at Denver, CO
Below you can find more details about Srs Capital Advisors, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 3,247
- Current Value $1.07 Billion
- Prior Value $977 Million
- Filing
- Period Q3 2024
- Filing Date November 06, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 148 stocks
- Additional Purchases 836 stocks
- Sold out of 0 stocks
- Reduced holdings in 405 stocks