Srs Capital Advisors, Inc. has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.48 Billion distributed in 3368 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $60.6M, Vanguard Value ETF with a value of $47.3M, Ishares Trust Ishares 1 5 Year with a value of $41.8M, Schwab Strategic Us Tips ETF with a value of $41.6M, and Invesco Qqq Trust, Series 1 with a value of $38.6M.
Examining the 13F form we can see an decrease of $17M in the current position value, from $1.5B to 1.48B .
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.
Portfolio value
$1.48 Billion
ETFs: $1.15 Billion
Technology: $80.2 Million
Financial Services: $49.4 Million
Healthcare: $36.4 Million
Consumer Cyclical: $35.7 Million
Communication Services: $27 Million
Industrials: $27 Million
Energy: $14.1 Million
Other: $35.8 Million
Stock
Market Cap.
Holding Value (Reported)
# of Shares.
Last Trade
Trade History
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$0
0.0% of portfolio
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Q1 2025
New
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$0
0.0% of portfolio
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Q1 2025
Reduced 81.15%
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$0
0.0% of portfolio
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Q1 2025
New
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$0
0.0% of portfolio
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Q1 2025
Added 3.99%
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$0
0.0% of portfolio
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Q1 2025
Reduced 2.93%
First Tr Exch Traded Fd Iii
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$0
0.0% of portfolio
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Q1 2025
Added 7.93%
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$0
0.0% of portfolio
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Q1 2025
Reduced 16.38%
First Tr Exchange Traded Fd
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$0
0.0% of portfolio
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Q1 2025
Added 2.03%
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$0
0.0% of portfolio
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Q1 2025
Reduced 6.94%
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$0
0.0% of portfolio
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Q1 2025
Added 44.68%
First Tr Exchange Traded Fd
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$0
0.0% of portfolio
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Q1 2025
Added 33.14%
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$0
0.0% of portfolio
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Q1 2025
Reduced 8.99%
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$0
0.0% of portfolio
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Q4 2024
Reduced 0.41%
Invesco Exchange Traded Fd T
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$0
0.0% of portfolio
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Q1 2025
New
Ishares Bitcoin Trust ETF
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$0
0.0% of portfolio
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Q1 2025
New
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$0
0.0% of portfolio
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Q1 2025
Reduced 1.4%
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$0
0.0% of portfolio
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Q1 2025
Added 0.89%
-
$0
0.0% of portfolio
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Q1 2025
Reduced 4.14%
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$0
0.0% of portfolio
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Q1 2025
Added 569.63%
-
$0
0.0% of portfolio
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Q1 2025
Added 868.58%
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$0
0.0% of portfolio
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Q1 2025
New
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$0
0.0% of portfolio
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Q1 2025
New
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$0
0.0% of portfolio
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Q1 2025
New
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$0
0.0% of portfolio
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Q1 2025
Reduced 1.43%
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$0
0.0% of portfolio
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Q1 2025
New
$0
$0
0.0% of portfolio
6,953
Q1 2025
New
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$0
0.0% of portfolio
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Q1 2025
Reduced 49.25%
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$0
0.0% of portfolio
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Q1 2025
Reduced 45.69%
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$0
0.0% of portfolio
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Q1 2025
New
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$0
0.0% of portfolio
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Q1 2025
New
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$0
0.0% of portfolio
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Q1 2025
New
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$0
0.0% of portfolio
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Q1 2025
New
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$0
0.0% of portfolio
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Q1 2025
Reduced 10.96%
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$0
0.0% of portfolio
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Q1 2025
Reduced 50.26%
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$0
0.0% of portfolio
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Q1 2025
Reduced 48.1%
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$0
0.0% of portfolio
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Q1 2025
Reduced 21.63%
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$0
0.0% of portfolio
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Q1 2025
New
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$0
0.0% of portfolio
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Q1 2025
Reduced 33.86%
Ge Healthcare Technologies I
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$0
0.0% of portfolio
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Q1 2025
Added 109.36%
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$0
0.0% of portfolio
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Q1 2025
Added 985.83%
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$0
0.0% of portfolio
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Q1 2025
Reduced 22.24%
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$0
0.0% of portfolio
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Q1 2025
New
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$0
0.0% of portfolio
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Q1 2025
New
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$0
0.0% of portfolio
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Q1 2025
Added 435.08%
Canadian Pacific Kansas City
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$0
0.0% of portfolio
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Q1 2025
Added 80.11%
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$0
0.0% of portfolio
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Q1 2025
Added 66.46%
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$0
0.0% of portfolio
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Q1 2025
New
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$0
0.0% of portfolio
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Q1 2025
Reduced 19.33%
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$0
0.0% of portfolio
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Q1 2025
Added 16.96%
First Tr Exchng Traded Fd Vi
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$0
0.0% of portfolio
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Q1 2025
New