SRS Capital Advisors
Latest statistics and disclosures from SRS Capital Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IGSB, VTV, VUG, QQQ, SCHP, and represent 18.12% of SRS Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: LQD (+$24M), SCHG (+$23M), IWP (+$21M), VEA (+$5.6M), QQQ, VTV, IGSB, FPE, VWO, VOE.
- Started 142 new stock positions in DYN, LAMR, HYGV, TWO, PSEC, OMCL, CTSH, NSIT, VOX, MT.
- Reduced shares in these 10 stocks: QQQM (-$27M), LMBS (-$23M), IJK (-$22M), VEU (-$11M), VNQI, VNQ, EMLP, DVY, TSLA, LCG.
- Sold out of its positions in Activision Blizzard, Aegon, AEIS, ACI, ALLY, AMED, AAL, AAT, BUD, ABR.
- SRS Capital Advisors was a net buyer of stock by $15M.
- SRS Capital Advisors has $898M in assets under management (AUM), dropping by 11.80%.
- Central Index Key (CIK): 0001586767
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Portfolio Holdings for SRS Capital Advisors
SRS Capital Advisors holds 1332 positions in its portfolio as reported in the December 2023 quarterly 13F filing
SRS Capital Advisors has 1332 total positions. Only the first 250 positions are shown.
- Sign up to view all of the SRS Capital Advisors Dec. 31, 2023 positions
- Download the SRS Capital Advisors December 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 4.1 | $37M | +9% | 720k | 51.27 |
|
| Vanguard Index Fds Value Etf (VTV) | 3.8 | $34M | +13% | 228k | 149.50 |
|
| Vanguard Index Fds Growth Etf (VUG) | 3.5 | $32M | 102k | 310.88 |
|
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.5 | $31M | +16% | 76k | 409.52 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 3.2 | $29M | 553k | 52.20 |
|
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| Vanguard Index Fds Mid Cap Etf (VO) | 2.9 | $26M | +2% | 113k | 232.64 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 2.9 | $26M | +3% | 604k | 42.40 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.7 | $24M | +29% | 510k | 47.90 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 2.7 | $24M | +108812% | 216k | 110.66 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 2.6 | $24M | +2045% | 284k | 82.96 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 2.6 | $23M | +12% | 1.4M | 16.86 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 2.5 | $22M | +3% | 104k | 213.33 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 2.5 | $22M | 127k | 173.89 |
|
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| Ishares Tr Rus 2000 Val Etf (IWN) | 2.4 | $22M | 141k | 155.33 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 2.4 | $21M | 84k | 252.22 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 2.3 | $21M | 185k | 114.04 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 2.3 | $21M | +78541% | 198k | 104.46 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.3 | $21M | +7% | 501k | 41.10 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 2.1 | $19M | +4% | 743k | 25.53 |
|
| Dimensional Etf Trust Us Large Cap Val (DFLV) | 1.9 | $17M | +4% | 621k | 27.05 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 1.8 | $16M | 274k | 59.62 |
|
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| Dimensional Etf Trust Global Real Est (DFGR) | 1.7 | $15M | +3% | 576k | 25.98 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.7 | $15M | 63k | 237.22 |
|
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 1.5 | $14M | +2% | 540k | 24.96 |
|
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 1.4 | $13M | +2% | 247k | 51.67 |
|
| First Tr Exchange Traded Wtr Etf (FIW) | 1.4 | $12M | +5% | 129k | 94.80 |
|
| Apple (AAPL) | 1.3 | $12M | 63k | 192.53 |
|
|
| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 1.2 | $11M | 233k | 47.00 |
|
|
| First Tr Exchange Traded Us Eqty Oppt Etf (FPX) | 1.0 | $8.9M | 93k | 95.89 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.0 | $8.6M | +5% | 77k | 111.63 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.9 | $8.1M | 105k | 77.02 |
|
|
| Northern Lts Fd Tr Iv Sterling Capital (LCG) | 0.7 | $6.4M | -6% | 225k | 28.48 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.6 | $5.4M | 71k | 76.13 |
|
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| Amazon (AMZN) | 0.6 | $5.0M | 33k | 151.94 |
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| Teleflex Incorporated (TFX) | 0.5 | $4.8M | 19k | 249.34 |
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| Microsoft Corporation (MSFT) | 0.5 | $4.8M | 13k | 376.02 |
|
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $4.6M | 47k | 99.25 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.5 | $4.3M | +6% | 24k | 179.97 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.5 | $4.0M | -7% | 18k | 219.56 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $4.0M | 24k | 170.40 |
|
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| Ishares Tr Select Divid Etf (DVY) | 0.4 | $3.9M | -12% | 34k | 117.22 |
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.4 | $3.6M | +7% | 43k | 83.31 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $3.5M | +5% | 34k | 105.23 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.4 | $3.5M | +8% | 63k | 55.67 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.4 | $3.5M | -29% | 40k | 88.36 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.4 | $3.4M | 45k | 76.38 |
|
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| Ishares Gold Tr Ishares New (IAU) | 0.4 | $3.4M | -2% | 87k | 39.03 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.4 | $3.2M | +2% | 13k | 241.76 |
|
| S&p Global (SPGI) | 0.4 | $3.2M | +2% | 7.3k | 440.49 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $2.9M | -4% | 38k | 78.03 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.3 | $2.8M | 26k | 107.49 |
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| Visa Com Cl A (V) | 0.3 | $2.7M | +7% | 11k | 260.37 |
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| Johnson & Johnson (JNJ) | 0.3 | $2.7M | 17k | 156.74 |
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| Ishares Tr Short Treas Bd (SHV) | 0.3 | $2.6M | -9% | 24k | 110.13 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.3 | $2.5M | +7% | 50k | 49.36 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $2.5M | +2% | 5.8k | 426.45 |
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| Vanguard World Fds Health Car Etf (VHT) | 0.3 | $2.3M | +8% | 9.3k | 250.71 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $2.3M | -7% | 4.8k | 475.30 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $2.2M | 5.0k | 436.84 |
|
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| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.2 | $2.1M | -9% | 71k | 29.05 |
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| Proshares Tr Pshs Ultra Qqq (QLD) | 0.2 | $2.0M | -4% | 26k | 76.00 |
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| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.2 | $2.0M | +7% | 76k | 25.79 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $1.9M | -93% | 11k | 168.54 |
|
| McDonald's Corporation (MCD) | 0.2 | $1.9M | 6.3k | 296.52 |
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| Danaher Corporation (DHR) | 0.2 | $1.8M | +3% | 7.8k | 231.33 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.2 | $1.8M | -92% | 37k | 48.32 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.7M | 12k | 140.93 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.7M | +11% | 12k | 139.69 |
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| TransDigm Group Incorporated (TDG) | 0.2 | $1.6M | +4% | 1.6k | 1011.60 |
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| Fulton Financial (FULT) | 0.2 | $1.5M | 93k | 16.46 |
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| Cbre Group Cl A (CBRE) | 0.2 | $1.4M | +4% | 15k | 93.09 |
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| Vulcan Materials Company (VMC) | 0.2 | $1.4M | +5% | 6.3k | 227.01 |
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| Innovator Etfs Tr Us Equity Accele (XDSQ) | 0.2 | $1.4M | +4% | 48k | 29.59 |
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| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.2 | $1.4M | -5% | 17k | 80.04 |
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| First Tr Exchange Traded Tech Alphadex (FXL) | 0.1 | $1.3M | 10k | 128.07 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.3M | +5% | 2.7k | 477.72 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $1.3M | 13k | 99.98 |
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| Waste Connections (WCN) | 0.1 | $1.3M | +10% | 8.6k | 149.27 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $1.3M | 22k | 58.33 |
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| Abbvie (ABBV) | 0.1 | $1.3M | -4% | 8.2k | 154.98 |
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| Ansys (ANSS) | 0.1 | $1.3M | +5% | 3.5k | 362.88 |
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| Meta Platforms Cl A (META) | 0.1 | $1.3M | +17% | 3.5k | 353.96 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $1.2M | +5% | 2.3k | 530.89 |
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| Tesla Motors (TSLA) | 0.1 | $1.2M | -26% | 5.0k | 248.48 |
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| International Business Machines (IBM) | 0.1 | $1.2M | 7.5k | 163.56 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $1.2M | NEW | 8.5k | 145.01 |
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| Heico Corp Cl A (HEI.A) | 0.1 | $1.2M | +5% | 8.6k | 142.44 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $1.2M | 7.2k | 170.11 |
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| Sherwin-Williams Company (SHW) | 0.1 | $1.2M | +2% | 3.8k | 311.94 |
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| Broadcom (AVGO) | 0.1 | $1.2M | +10% | 1.0k | 1116.25 |
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| UnitedHealth (UNH) | 0.1 | $1.2M | +12% | 2.2k | 526.52 |
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| Eli Lilly & Co. (LLY) | 0.1 | $1.2M | -7% | 2.0k | 582.95 |
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| Intuit (INTU) | 0.1 | $1.1M | 1.8k | 625.11 |
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| Bio-techne Corporation (TECH) | 0.1 | $1.1M | +5% | 15k | 77.16 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $1.1M | 11k | 101.99 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.1M | -8% | 3.7k | 303.20 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $1.1M | -4% | 19k | 59.32 |
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| NVIDIA Corporation (NVDA) | 0.1 | $1.1M | -6% | 2.2k | 495.16 |
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| Fiserv (FI) | 0.1 | $1.1M | +15% | 8.3k | 132.84 |
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| Wp Carey (WPC) | 0.1 | $1.1M | 17k | 64.81 |
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| Ishares Tr Mbs Etf (MBB) | 0.1 | $1.1M | -4% | 12k | 94.08 |
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| Iron Mountain (IRM) | 0.1 | $1.1M | -11% | 15k | 69.98 |
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| Old Dominion Freight Line (ODFL) | 0.1 | $1.0M | +5% | 2.6k | 405.33 |
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| Roper Industries (ROP) | 0.1 | $1.0M | 1.9k | 545.30 |
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| Moody's Corporation (MCO) | 0.1 | $1.0M | -7% | 2.6k | 390.56 |
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| Zoetis Cl A (ZTS) | 0.1 | $1.0M | +2% | 5.1k | 197.37 |
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| Veralto Corp Com Shs (VLTO) | 0.1 | $1.0M | NEW | 12k | 82.26 |
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| Automatic Data Processing (ADP) | 0.1 | $1.0M | 4.3k | 232.96 |
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| Guidewire Software (GWRE) | 0.1 | $997k | +5% | 9.1k | 109.04 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $987k | -2% | 5.1k | 192.49 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $981k | 6.3k | 156.89 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $979k | +11% | 7.5k | 130.92 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $960k | +17% | 2.8k | 337.36 |
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| Veeva Sys Cl A Com (VEEV) | 0.1 | $956k | +44% | 5.0k | 192.52 |
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| Ecolab (ECL) | 0.1 | $920k | -9% | 4.6k | 198.35 |
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| Fastenal Company (FAST) | 0.1 | $913k | +5% | 14k | 64.77 |
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| Xcel Energy (XEL) | 0.1 | $867k | 14k | 61.91 |
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| Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH) | 0.1 | $810k | +45% | 33k | 24.56 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $797k | +12% | 2.3k | 351.00 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $782k | -22% | 4.7k | 165.26 |
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| Siteone Landscape Supply (SITE) | 0.1 | $761k | +41% | 4.7k | 162.50 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $739k | +7% | 15k | 51.05 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $735k | +77% | 16k | 47.49 |
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| Monolithic Power Systems (MPWR) | 0.1 | $728k | +6% | 1.2k | 630.80 |
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| CoStar (CSGP) | 0.1 | $713k | +5% | 8.2k | 87.39 |
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| Lowe's Companies (LOW) | 0.1 | $706k | 3.2k | 222.53 |
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| Nucor Corporation (NUE) | 0.1 | $702k | 4.0k | 174.06 |
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| Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $698k | 23k | 29.78 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $695k | -96% | 8.8k | 79.22 |
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| Innovator Etfs Tr Uncapped Acclrtd (XUSP) | 0.1 | $668k | +5% | 22k | 30.75 |
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| Atlassian Corporation Cl A (TEAM) | 0.1 | $664k | +13% | 2.8k | 237.86 |
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| Pepsi (PEP) | 0.1 | $659k | -4% | 3.9k | 169.87 |
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| Micron Technology (MU) | 0.1 | $641k | +18% | 7.5k | 85.34 |
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| AmerisourceBergen (COR) | 0.1 | $639k | +19% | 3.1k | 205.36 |
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| Merck & Co (MRK) | 0.1 | $549k | 5.0k | 109.03 |
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| Synopsys (SNPS) | 0.1 | $545k | 1.1k | 514.91 |
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| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.1 | $544k | -14% | 47k | 11.47 |
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| Dollar General (DG) | 0.1 | $541k | +18% | 4.0k | 135.97 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $538k | -2% | 1.2k | 460.56 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $534k | -11% | 17k | 31.19 |
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| D.R. Horton (DHI) | 0.1 | $534k | -3% | 3.5k | 151.96 |
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| Willscot Mobil Mini Hldng Com Cl A (WSC) | 0.1 | $526k | +6% | 12k | 44.50 |
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| Innovator Etfs Tr Us Eqty Pwr Buf (PSEP) | 0.1 | $521k | 15k | 34.76 |
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| Ishares Tr Aggres Alloc Etf (AOA) | 0.1 | $518k | +15% | 7.5k | 69.05 |
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| Innovator Etfs Tr Us Eqty Pwr Buf (PNOV) | 0.1 | $513k | +9% | 15k | 34.44 |
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| Anthem (ELV) | 0.1 | $509k | +42% | 1.1k | 471.32 |
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| Innovator Etfs Tr Us Eqty Pwr Buf (PJAN) | 0.1 | $504k | +13% | 14k | 37.24 |
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| Procter & Gamble Company (PG) | 0.1 | $498k | -3% | 3.4k | 146.54 |
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| Innovator Etfs Tr Us Eqty Pwr Buf (PDEC) | 0.1 | $496k | +10% | 14k | 35.10 |
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| Home Depot (HD) | 0.1 | $488k | 1.4k | 346.40 |
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| Cisco Systems (CSCO) | 0.1 | $485k | 9.6k | 50.52 |
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| Innovator Etfs Tr Us Equt Bufr Aug (BAUG) | 0.1 | $485k | -3% | 14k | 35.98 |
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| Chubb (CB) | 0.1 | $484k | +37% | 2.1k | 225.99 |
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| CarMax (KMX) | 0.1 | $483k | 6.3k | 76.74 |
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| Innovator Etfs Tr Us Eqty Bufr Jul (BJUL) | 0.1 | $483k | -3% | 13k | 37.63 |
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| Innovator Etfs Tr Us Eqty Bufr Jan (BJAN) | 0.1 | $481k | 12k | 40.86 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $478k | 5.2k | 91.39 |
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| Innovator Etfs Tr Us Eqty Buf Dec (BDEC) | 0.1 | $476k | -3% | 12k | 38.25 |
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| Innovator Etfs Tr Us Eqty Pwr Buf (POCT) | 0.1 | $472k | +15% | 13k | 36.12 |
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| Innovator Etfs Tr Us Eqty Buf Nov (BNOV) | 0.1 | $470k | -2% | 14k | 34.91 |
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| Sprout Social Com Cl A (SPT) | 0.1 | $467k | -8% | 7.6k | 61.44 |
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| Innovator Etfs Tr Us Eqty Pwr Buf (PMAR) | 0.1 | $466k | 13k | 35.62 |
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| First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.1 | $465k | 9.0k | 51.55 |
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| Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) | 0.1 | $462k | 14k | 33.37 |
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| Carrier Global Corporation (CARR) | 0.1 | $461k | 8.0k | 57.45 |
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| Innovator Etfs Tr Us Eqty Bufr Mar (BMAR) | 0.1 | $458k | -8% | 12k | 39.61 |
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| Innovator Etfs Tr Us Eqt Pwr Buf (PAPR) | 0.1 | $457k | 14k | 32.69 |
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| Innovator Etfs Tr Us Eqty Buf Sep (BSEP) | 0.1 | $456k | -3% | 12k | 36.68 |
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| West Pharmaceutical Services (WST) | 0.1 | $452k | +5% | 1.3k | 352.12 |
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| Hca Holdings (HCA) | 0.1 | $452k | +39% | 1.7k | 270.69 |
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| Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) | 0.0 | $445k | 12k | 36.19 |
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| Innovator Etfs Tr Us Eqty Pwr Buf (PJUN) | 0.0 | $445k | 13k | 33.38 |
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| Ishares Tr Blackrock Ultra (ICSH) | 0.0 | $444k | -42% | 8.8k | 50.36 |
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| Innovator Etfs Tr Us Eqty Buf Oct (BOCT) | 0.0 | $441k | -3% | 12k | 38.47 |
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| Innovator Etfs Tr Us Eqty Bufr Feb (BFEB) | 0.0 | $436k | -5% | 12k | 36.63 |
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| Abbott Laboratories (ABT) | 0.0 | $435k | -9% | 3.9k | 110.07 |
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| Netflix (NFLX) | 0.0 | $434k | -5% | 891.00 | 486.88 |
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| Innovator Etfs Tr Us Eqt Bufr Apr (BAPR) | 0.0 | $434k | -4% | 11k | 38.21 |
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| Innovator Etfs Tr Us Eqty Bufr Jun (BJUN) | 0.0 | $432k | 12k | 35.70 |
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| Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) | 0.0 | $432k | 14k | 31.47 |
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| Nike CL B (NKE) | 0.0 | $431k | -3% | 4.0k | 108.57 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $429k | -7% | 31k | 13.80 |
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| American Express Company (AXP) | 0.0 | $418k | +29% | 2.2k | 187.28 |
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| Oracle Corporation (ORCL) | 0.0 | $417k | +331% | 4.0k | 105.42 |
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| Markel Corporation (MKL) | 0.0 | $412k | +4% | 290.00 | 1419.90 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $412k | +73% | 4.0k | 103.43 |
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| Ss&c Technologies Holding (SSNC) | 0.0 | $409k | +49% | 6.7k | 61.11 |
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| Starbucks Corporation (SBUX) | 0.0 | $405k | 4.2k | 96.01 |
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| Innovator Etfs Tr Us Eqty Bufr May (BMAY) | 0.0 | $403k | -8% | 12k | 33.86 |
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| AutoZone (AZO) | 0.0 | $401k | +49% | 155.00 | 2585.62 |
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| First Tr Lrge Cp Core Alpha Com Shs (FEX) | 0.0 | $397k | -6% | 4.4k | 90.16 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $394k | -3% | 3.6k | 108.25 |
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| Travelers Companies (TRV) | 0.0 | $393k | +48% | 2.1k | 190.50 |
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| Canadian Natl Ry (CNI) | 0.0 | $391k | -5% | 3.1k | 125.64 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $387k | +204% | 7.2k | 53.85 |
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| General Electric Com New (GE) | 0.0 | $386k | 3.0k | 127.64 |
|
|
| Canadian Natural Resources (CNQ) | 0.0 | $384k | +8262% | 5.9k | 65.52 |
|
| Deckers Outdoor Corporation (DECK) | 0.0 | $383k | 573.00 | 668.43 |
|
|
| Kinsale Cap Group (KNSL) | 0.0 | $383k | +4472% | 1.1k | 334.91 |
|
| PNC Financial Services (PNC) | 0.0 | $381k | 2.5k | 154.88 |
|
|
| Diamondback Energy (FANG) | 0.0 | $379k | +49% | 2.4k | 155.06 |
|
| First Tr Exchange-traded Indxx Inovtv Etf (LEGR) | 0.0 | $373k | +220% | 9.1k | 40.91 |
|
| First Tr Exchange Traded Indxx Metaverse (ARVR) | 0.0 | $371k | +228% | 11k | 34.89 |
|
| Bank of America Corporation (BAC) | 0.0 | $364k | -12% | 11k | 33.67 |
|
| First Tr Exchange-traded Nasdq Artfcial (ROBT) | 0.0 | $364k | +271% | 8.0k | 45.53 |
|
| Illumina (ILMN) | 0.0 | $364k | -26% | 2.6k | 139.24 |
|
| Innovator Etfs Tr Us Eqty Pwr Buf (PFEB) | 0.0 | $355k | 11k | 32.65 |
|
|
| Stanley Black & Decker (SWK) | 0.0 | $352k | +74% | 3.6k | 98.12 |
|
| FleetCor Technologies | 0.0 | $351k | +88% | 1.2k | 282.61 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $350k | +2% | 5.0k | 69.34 |
|
| Ishares Tr Modert Alloc Etf (AOM) | 0.0 | $344k | +11% | 8.3k | 41.51 |
|
| Martin Marietta Materials (MLM) | 0.0 | $344k | -9% | 689.00 | 498.76 |
|
| Enterprise Products Partners (EPD) | 0.0 | $330k | -3% | 13k | 26.35 |
|
| Verizon Communications (VZ) | 0.0 | $329k | -30% | 8.7k | 37.70 |
|
| Norfolk Southern (NSC) | 0.0 | $329k | +63% | 1.4k | 236.38 |
|
| Icon SHS (ICLR) | 0.0 | $326k | +59% | 1.2k | 283.07 |
|
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.0 | $323k | 5.0k | 65.07 |
|
|
| Blackrock Science & Technolo SHS (BST) | 0.0 | $321k | 9.5k | 33.66 |
|
|
| Canadian Pacific Kansas City (CP) | 0.0 | $321k | +62% | 4.1k | 79.05 |
|
| Emerson Electric (EMR) | 0.0 | $320k | 3.3k | 97.32 |
|
|
| Entegris (ENTG) | 0.0 | $318k | 2.7k | 119.84 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $316k | -3% | 4.2k | 75.11 |
|
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.0 | $314k | +35% | 6.6k | 47.79 |
|
| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.0 | $314k | 5.6k | 56.26 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $311k | 4.8k | 64.93 |
|
|
| Chevron Corporation (CVX) | 0.0 | $310k | -43% | 2.1k | 149.17 |
|
| Eaton Corp SHS (ETN) | 0.0 | $308k | 1.3k | 240.86 |
|
|
| Intel Corporation (INTC) | 0.0 | $308k | 6.1k | 50.25 |
|
|
| Lamb Weston Hldgs (LW) | 0.0 | $307k | +8% | 2.8k | 108.08 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $301k | -3% | 3.6k | 84.15 |
|
| Kla Corp Com New (KLAC) | 0.0 | $301k | +10% | 518.00 | 580.62 |
|
| First Tr Exchange-traded Gbl Wnd Enrg Etf (FAN) | 0.0 | $300k | +239% | 18k | 16.48 |
|
| Aercap Holdings Nv SHS (AER) | 0.0 | $300k | 4.0k | 74.32 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $298k | -57% | 1.2k | 255.32 |
|
| Sprott Fds Tr Uranium Miners E (URNM) | 0.0 | $298k | +231% | 6.2k | 48.27 |
|
| RBB Motley Fol Etf (TMFC) | 0.0 | $294k | 6.6k | 44.65 |
|
|
| First Tr Exchange Traded Nasdq Cln Edge (GRID) | 0.0 | $290k | +255% | 2.8k | 104.72 |
|
| Linde SHS (LIN) | 0.0 | $290k | +33% | 706.00 | 410.79 |
|
| Invesco Exchange Traded Fd T S&p500 Buy Wrt (PBP) | 0.0 | $290k | +2% | 13k | 21.70 |
|
| Ferrari Nv Ord (RACE) | 0.0 | $289k | +79% | 855.00 | 338.49 |
|
| First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.0 | $287k | +284% | 6.8k | 42.17 |
|
| Churchill Downs (CHDN) | 0.0 | $285k | +10% | 2.1k | 134.95 |
|
| Prologis (PLD) | 0.0 | $285k | 2.1k | 133.30 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $278k | +71% | 367.00 | 758.36 |
|
| Hasbro (HAS) | 0.0 | $275k | +40% | 5.4k | 51.06 |
|
| Global X Fds S&p 500 Covered (XYLD) | 0.0 | $269k | 6.8k | 39.44 |
|
|
| Roku Com Cl A (ROKU) | 0.0 | $269k | 2.9k | 91.66 |
|
|
| Trex Company (TREX) | 0.0 | $269k | 3.2k | 82.79 |
|
|
| Electronic Arts (EA) | 0.0 | $269k | +44% | 2.0k | 136.81 |
|
| Ishares Tr Global Energ Etf (IXC) | 0.0 | $267k | -14% | 6.8k | 39.11 |
|
Past Filings by SRS Capital Advisors
SEC 13F filings are viewable for SRS Capital Advisors going back to 2016
- SRS Capital Advisors 2023 Q4 filed Feb. 6, 2024
- SRS Capital Advisors 2023 Q3 filed Nov. 14, 2023
- SRS Capital Advisors 2023 Q2 filed Aug. 14, 2023
- SRS Capital Advisors 2023 Q1 filed May 16, 2023
- SRS Capital Advisors 2022 Q4 filed Feb. 24, 2023
- SRS Capital Advisors 2022 Q3 filed Nov. 3, 2022
- SRS Capital Advisors 2022 Q2 filed Aug. 22, 2022
- SRS Capital Advisors 2022 Q1 filed May 12, 2022
- SRS Capital Advisors 2021 Q4 filed Feb. 8, 2022
- SRS Capital Advisors 2021 Q3 filed Nov. 5, 2021
- SRS Capital Advisors 2021 Q2 filed Aug. 2, 2021
- SRS Capital Advisors 2020 Q4 filed Feb. 3, 2021
- SRS Capital Advisors 2020 Q3 filed Nov. 12, 2020
- SRS Capital Advisors 2020 Q2 filed Aug. 6, 2020
- SRS Capital Advisors 2020 Q1 filed May 13, 2020
- SRS Capital Advisors 2019 Q4 filed Feb. 7, 2020