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SRS Capital Advisors

Latest statistics and disclosures from SRS Capital Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IGSB, VUG, VTV, QQQ, SCHP, and represent 18.39% of SRS Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: VBK, MMLG, IGSB, SCHP, LQD, DFCF, AMZN, FPE, SHW, DFLV.
Started 80 new stock positions in BCD, OGE, FLIN, AGIO, PPG, BALL, NTR, BIO, BJ, GBTC.
Reduced shares in these 10 stocks: VOO, VIG, VYM, IVE, VTV, IRM, LCG, SCHG, VTIP, IWO.
Sold out of its positions in ABM, BTAL, AQN, ALNY, AMSWA, YYY, ARI, ACRE, ARIS, Aurora Cannabis.
SRS Capital Advisors was a net buyer of stock by $2.6M.
SRS Capital Advisors has $948M in assets under management (AUM), dropping by 5.62%.
Central Index Key (CIK): 0001586767

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Portfolio Holdings for SRS Capital Advisors

SRS Capital Advisors holds 1312 positions in its portfolio as reported in the March 2024 quarterly 13F filing

SRS Capital Advisors has 1312 total positions. Only the first 250 positions are shown.

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Download the SRS Capital Advisors March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Ishs 1-5yr Invs (IGSB)	4.0	$38M	+3%	748k	51.28	View chart
Vanguard Index Fds Growth Etf (VUG)	3.8	$36M		104k	344.20	View chart
Vanguard Index Fds Value Etf (VTV)	3.8	$36M	-4%	218k	162.86	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.6	$34M	+2%	78k	444.01	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	3.2	$30M	+4%	579k	52.16	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.9	$28M	-2%	110k	249.86	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	2.8	$27M	+4%	631k	41.95	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.7	$26M		509k	50.17	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.7	$25M	-3%	274k	92.72	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	2.6	$25M	+3%	1.4M	17.32	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	2.6	$25M	+5%	227k	108.92	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.5	$23M		102k	228.59	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	2.4	$23M	+2%	203k	114.14	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.3	$22M	-6%	119k	186.81	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	2.3	$22M	-2%	82k	270.80	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	2.3	$22M	-2%	138k	158.81	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.3	$22M	+2%	516k	41.77	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	2.3	$22M		182k	118.29	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.1	$20M		750k	26.75	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	2.0	$19M	+4%	646k	29.99	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.8	$17M		275k	62.34	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.7	$16M		63k	259.90	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.6	$15M	+2%	588k	25.53	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	1.5	$14M		251k	56.17	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.5	$14M		549k	25.49	View chart
First Tr Exchange-traded Wtr Etf (FIW)	1.4	$14M	+2%	132k	102.10	View chart
Apple (AAPL)	1.1	$11M		62k	171.48	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	1.1	$10M	-5%	221k	46.48	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	1.0	$9.8M		93k	105.80	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.8	$8.0M		105k	76.67	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.8	$7.8M	-16%	64k	120.99	View chart
Amazon (AMZN)	0.7	$7.0M	+18%	39k	180.38	View chart
Northern Lts Fd Tr Iv Sterling Capital (LCG)	0.6	$5.8M	-16%	189k	30.59	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.6	$5.5M	+56%	21k	260.72	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$5.3M	-7%	66k	80.63	View chart
Microsoft Corporation (MSFT)	0.5	$5.1M	-5%	12k	420.70	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$4.7M	+3%	48k	97.94	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$4.5M		23k	191.88	View chart
Teleflex Incorporated (TFX)	0.5	$4.4M		20k	226.17	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.5	$4.4M		19k	235.79	View chart
Ishares Tr Select Divid Etf (DVY)	0.4	$3.9M	-5%	32k	123.18	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$3.8M		33k	115.30	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.4	$3.7M	+8%	49k	75.40	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$3.6M	+5%	42k	86.48	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.4	$3.6M	-6%	59k	61.05	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.4	$3.6M		43k	82.97	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$3.5M	-3%	83k	42.01	View chart
S&p Global (SPGI)	0.3	$3.1M		7.3k	425.42	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$3.1M	-3%	37k	83.58	View chart
Visa Com Cl A (V)	0.3	$3.0M		11k	279.06	View chart
Mastercard Incorporated Cl A (MA)	0.3	$2.8M		5.8k	481.52	View chart
Ishares Tr Tips Bd Etf (TIP)	0.3	$2.7M	-3%	26k	107.41	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$2.6M	+5%	5.0k	523.10	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$2.6M	-39%	14k	182.61	View chart
Vanguard World Health Car Etf (VHT)	0.3	$2.5M		9.2k	270.53	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$2.5M		50k	49.19	View chart
Johnson & Johnson (JNJ)	0.3	$2.4M	-10%	15k	158.18	View chart
Ishares Tr Short Treas Bd (SHV)	0.3	$2.4M	-7%	22k	110.54	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.2	$2.2M	-3%	25k	87.48	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$2.1M	+14%	14k	152.26	View chart
Sherwin-Williams Company (SHW)	0.2	$2.1M	+58%	6.0k	347.34	View chart
NVIDIA Corporation (NVDA)	0.2	$2.1M	+2%	2.3k	903.49	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.2	$2.1M		72k	28.92	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$2.0M		75k	27.19	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$2.0M		11k	182.68	View chart
TransDigm Group Incorporated (TDG)	0.2	$1.9M		1.6k	1231.60	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$1.8M	+3%	12k	150.93	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$1.7M	-2%	36k	48.25	View chart
Meta Platforms Cl A (META)	0.2	$1.7M		3.6k	485.62	View chart
McDonald's Corporation (MCD)	0.2	$1.7M	-2%	6.1k	281.93	View chart
Danaher Corporation (DHR)	0.2	$1.6M	-16%	6.5k	249.71	View chart
First Tr Exchng Traded Fd Vi MLT MNGD LRG GRW (MMLG)	0.2	$1.6M	NEW	58k	27.50	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.6M	+4%	13k	116.24	View chart
Eli Lilly & Co. (LLY)	0.2	$1.5M	-2%	2.0k	778.10	View chart
Innovator Etfs Trust Us Equity Accele (XDSQ)	0.2	$1.5M		48k	31.26	View chart
Fulton Financial (FULT)	0.2	$1.5M		94k	15.89	View chart
Vulcan Materials Company (VMC)	0.2	$1.5M	-14%	5.4k	272.92	View chart
Cbre Group Cl A (CBRE)	0.2	$1.5M		15k	97.24	View chart
International Business Machines (IBM)	0.2	$1.5M		7.7k	190.96	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$1.5M		17k	85.65	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.4M		7.0k	200.29	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.1	$1.4M		10k	134.82	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$1.4M	-3%	2.6k	525.75	View chart
Thermo Fisher Scientific (TMO)	0.1	$1.3M		2.3k	581.21	View chart
Heico Corp Cl A (HEI.A)	0.1	$1.3M		8.6k	153.94	View chart
Fiserv (FI)	0.1	$1.3M	-2%	8.1k	159.82	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$1.3M		22k	58.07	View chart
Waste Connections (WCN)	0.1	$1.3M	-14%	7.3k	172.02	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$1.2M		11k	110.21	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.2M	-3%	3.6k	337.06	View chart
Intuit (INTU)	0.1	$1.2M		1.8k	649.79	View chart
Ansys (ANSS)	0.1	$1.2M		3.4k	347.16	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.2M	-10%	7.6k	155.92	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$1.2M	+4%	20k	58.55	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$1.2M		5.0k	231.69	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.1M		2.9k	399.09	View chart
Old Dominion Freight Line (ODFL)	0.1	$1.1M	+99%	5.1k	219.31	View chart
Bio-techne Corporation (TECH)	0.1	$1.1M	+3%	15k	70.39	View chart
Veralto Corp Com Shs (VLTO)	0.1	$1.1M		12k	88.66	View chart
Guidewire Software (GWRE)	0.1	$1.1M		9.1k	116.71	View chart
Roper Industries (ROP)	0.1	$1.1M		1.9k	560.76	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$1.1M		12k	92.42	View chart
Abbvie (ABBV)	0.1	$1.1M	-28%	5.8k	182.09	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$1.1M	-9%	5.6k	187.36	View chart
Ecolab (ECL)	0.1	$1.0M	-5%	4.4k	230.90	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$995k		7.6k	131.37	View chart
UnitedHealth (UNH)	0.1	$972k	-11%	2.0k	494.60	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$971k	-9%	4.7k	208.26	View chart
Broadcom (AVGO)	0.1	$968k	-30%	730.00	1326.60	View chart
Moody's Corporation (MCO)	0.1	$968k	-5%	2.5k	393.03	View chart
Wp Carey (WPC)	0.1	$958k		17k	56.44	View chart
Tesla Motors (TSLA)	0.1	$912k	+4%	5.2k	175.79	View chart
Micron Technology (MU)	0.1	$893k		7.6k	117.89	View chart
Zoetis Cl A (ZTS)	0.1	$890k	+2%	5.3k	169.21	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$860k	+17%	17k	50.60	View chart
West Pharmaceutical Services (WST)	0.1	$837k	+64%	2.1k	395.71	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$835k		4.7k	179.10	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$824k	+131%	849.00	970.56	View chart
Siteone Landscape Supply (SITE)	0.1	$817k		4.7k	174.55	View chart
Dollar General (DG)	0.1	$817k	+31%	5.2k	156.05	View chart
Lowe's Companies (LOW)	0.1	$806k		3.2k	254.70	View chart
Nucor Corporation (NUE)	0.1	$802k		4.1k	197.89	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$802k		8.8k	91.25	View chart
CoStar (CSGP)	0.1	$788k		8.2k	96.60	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$788k		2.3k	346.60	View chart
Monolithic Power Systems (MPWR)	0.1	$782k		1.2k	677.45	View chart
Innovator Etfs Trust Uncapped Acclrtd (XUSP)	0.1	$765k		22k	35.21	View chart
Markel Corporation (MKL)	0.1	$762k	+72%	501.00	1521.48	View chart
AmerisourceBergen (COR)	0.1	$760k		3.1k	242.97	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$748k	+84%	13k	56.39	View chart
First Tr Exchange-traded Indxx Inovtv Etf (LEGR)	0.1	$729k	+85%	17k	42.95	View chart
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)	0.1	$725k	-9%	30k	24.40	View chart
Kinsale Cap Group (KNSL)	0.1	$715k	+19%	1.4k	524.74	View chart
First Tr Exchange Traded Indxx Metaverse (ARVR)	0.1	$711k	+87%	20k	35.74	View chart
Automatic Data Processing (ADP)	0.1	$698k	-35%	2.8k	249.72	View chart
Merck & Co (MRK)	0.1	$694k	+4%	5.3k	131.94	View chart
First Tr Exchange-traded Nasdq Artfcial (ROBT)	0.1	$693k	+91%	15k	45.24	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$686k	-71%	1.4k	480.82	View chart
Fastenal Company (FAST)	0.1	$679k	-37%	8.8k	77.14	View chart
Parker-Hannifin Corporation (PH)	0.1	$636k		1.1k	555.96	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$612k	+296%	6.5k	94.41	View chart
Synopsys (SNPS)	0.1	$605k		1.1k	571.50	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.1	$601k	+8%	8.2k	73.46	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.1	$595k	+87%	5.2k	114.62	View chart
Anthem (ELV)	0.1	$594k	+6%	1.1k	518.76	View chart
Hca Holdings (HCA)	0.1	$580k	+4%	1.7k	333.47	View chart
D.R. Horton (DHI)	0.1	$568k		3.5k	164.57	View chart
Chubb (CB)	0.1	$562k		2.2k	259.17	View chart
Procter & Gamble Company (PG)	0.1	$560k		3.5k	162.24	View chart
Sprott Fds Tr Uranium Miners E (URNM)	0.1	$558k	+83%	11k	49.29	View chart
Willscot Mobil Mini Hldng Com Cl A (WSC)	0.1	$550k		12k	46.50	View chart
CarMax (KMX)	0.1	$549k		6.3k	87.11	View chart
First Tr Exchange-traded Gbl Wnd Enrg Etf (FAN)	0.1	$546k	+94%	35k	15.42	View chart
General Electric Com New (GE)	0.1	$542k	+2%	3.1k	175.52	View chart
Netflix (NFLX)	0.1	$540k		889.00	607.33	View chart
AutoZone (AZO)	0.1	$539k	+10%	171.00	3151.65	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.1	$539k	+11%	15k	36.81	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$538k	+297%	4.0k	136.04	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$535k	-2%	15k	36.50	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.1	$533k	+10%	13k	41.67	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$525k		13k	39.11	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.1	$524k	+11%	13k	39.28	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.1	$523k		14k	38.87	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$522k	-5%	16k	32.23	View chart
Oracle Corporation (ORCL)	0.1	$521k	+4%	4.1k	125.63	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$518k	-2%	15k	35.55	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.1	$517k		12k	43.54	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.1	$510k		13k	40.33	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$505k	-2%	14k	36.60	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.1	$505k	-2%	8.8k	57.23	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.1	$502k		12k	40.60	View chart
Diamondback Energy (FANG)	0.1	$502k	+3%	2.5k	198.14	View chart
Pepsi (PEP)	0.1	$502k	-26%	2.9k	175.03	View chart
First Tr Exchange-traded Nas Clnedg Green (QCLN)	0.1	$496k	+110%	14k	34.68	View chart
Travelers Companies (TRV)	0.1	$496k	+4%	2.2k	230.17	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$492k		31k	15.73	View chart
Ss&c Technologies Holding (SSNC)	0.1	$489k	+13%	7.6k	64.37	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.1	$489k		13k	36.48	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.1	$488k		12k	39.28	View chart
Novo-nordisk A S Adr (NVO)	0.1	$487k	-4%	3.8k	128.38	View chart
First Tr Exchange-traded Nasdaq Lux Digi (EKG)	0.1	$487k	+88%	29k	16.97	View chart
Atlassian Corporation Cl A (TEAM)	0.1	$486k	-10%	2.5k	195.11	View chart
First Tr Exchange-traded Indxx Gbl Med (MDEV)	0.1	$478k	+88%	22k	21.39	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.1	$477k	-15%	40k	11.88	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$477k	-2%	14k	35.38	View chart
Carrier Global Corporation (CARR)	0.0	$469k		8.1k	58.13	View chart
Canadian Natural Resources (CNQ)	0.0	$468k	+4%	6.1k	76.33	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.0	$461k		11k	40.47	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.0	$458k	-2%	14k	33.59	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.0	$455k		12k	37.60	View chart
Corpay Com Shs (CPAY)	0.0	$455k	NEW	1.5k	308.54	View chart
Sprout Social Com Cl A (SPT)	0.0	$454k		7.6k	59.71	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.0	$452k	+95%	2.9k	153.77	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.0	$448k	-2%	13k	34.52	View chart
Norfolk Southern (NSC)	0.0	$445k	+25%	1.7k	254.95	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.0	$441k	-5%	12k	37.98	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.0	$441k	-2%	11k	40.04	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.0	$441k		8.7k	50.56	View chart
Starbucks Corporation (SBUX)	0.0	$440k	+14%	4.8k	91.39	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$437k	+17%	13k	34.16	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.0	$436k		4.4k	99.25	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.0	$434k	-2%	13k	32.47	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.0	$422k		12k	35.60	View chart
Canadian Natl Ry (CNI)	0.0	$421k	+2%	3.2k	131.70	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.0	$413k	-15%	11k	37.49	View chart
Bank of America Corporation (BAC)	0.0	$412k		11k	37.92	View chart
Martin Marietta Materials (MLM)	0.0	$412k	-2%	670.00	614.24	View chart
American Express Company (AXP)	0.0	$409k	-19%	1.8k	227.61	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.0	$404k	-15%	4.4k	91.80	View chart
Eaton Corp SHS (ETN)	0.0	$400k		1.3k	312.61	View chart
Deckers Outdoor Corporation (DECK)	0.0	$394k	-26%	419.00	941.26	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.0	$385k		5.0k	77.52	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$384k	+8%	4.5k	84.43	View chart
Cisco Systems (CSCO)	0.0	$383k	-20%	7.7k	49.91	View chart
Entegris (ENTG)	0.0	$379k		2.7k	140.54	View chart
Ferrari Nv Ord (RACE)	0.0	$372k		852.00	436.01	View chart
Icon SHS (ICLR)	0.0	$371k	-4%	1.1k	335.95	View chart
Kla Corp Com New (KLAC)	0.0	$370k	+2%	530.00	698.28	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$369k		1.2k	320.59	View chart
Emerson Electric (EMR)	0.0	$369k		3.3k	113.43	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.0	$365k	-47%	12k	29.77	View chart
Stanley Black & Decker (SWK)	0.0	$364k	+3%	3.7k	97.92	View chart
Chevron Corporation (CVX)	0.0	$358k	+9%	2.3k	157.76	View chart
Verizon Communications (VZ)	0.0	$357k	-2%	8.5k	41.96	View chart
Enterprise Products Partners (EPD)	0.0	$357k	-2%	12k	29.18	View chart
Canadian Pacific Kansas City (CP)	0.0	$354k		4.0k	88.16	View chart
Aercap Holdings Nv SHS (AER)	0.0	$351k		4.0k	86.91	View chart
Raytheon Technologies Corp (RTX)	0.0	$346k		3.6k	97.53	View chart
Workiva Com Cl A (WK)	0.0	$344k	+89%	4.1k	84.80	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.0	$344k		5.6k	61.66	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.0	$339k	NEW	11k	30.23	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.0	$338k	-4%	7.9k	42.78	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$337k	-16%	3.0k	110.52	View chart
Home Depot (HD)	0.0	$332k	-38%	866.00	383.38	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$324k	-9%	4.6k	70.88	View chart
Lamb Weston Hldgs (LW)	0.0	$321k	+6%	3.0k	106.55	View chart
PNC Financial Services (PNC)	0.0	$321k	-19%	2.0k	161.61	View chart
Advanced Micro Devices (AMD)	0.0	$319k		1.8k	180.49	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$313k	-3%	4.6k	67.86	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.0	$313k		6.6k	47.44	View chart
Calamos Conv Opportunities & Sh Ben Int (CHI)	0.0	$312k	NEW	27k	11.35	View chart
Hasbro (HAS)	0.0	$310k		5.5k	56.52	View chart
Invesco Exchange Traded Fd T S&p500 Buy Wrt (PBP)	0.0	$307k	+2%	14k	22.48	View chart
RBB Motley Fol Etf (TMFC)	0.0	$304k	-7%	6.1k	49.61	View chart
White Mountains Insurance Gp (WTM)	0.0	$299k	-4%	166.00	1798.95	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$296k		6.9k	42.95	View chart
Ngl Energy Partners Com Unit Repst (NGL)	0.0	$294k	+7%	51k	5.76	View chart
Abbott Laboratories (ABT)	0.0	$291k	-35%	2.6k	113.66	View chart
Cdw (CDW)	0.0	$289k	+2%	1.1k	255.90	View chart
Global X Fds S&p 500 Covered (XYLD)	0.0	$287k	+3%	7.0k	40.79	View chart

Past Filings by SRS Capital Advisors

SEC 13F filings are viewable for SRS Capital Advisors going back to 2016

SRS Capital Advisors 2024 Q1 filed May 14, 2024
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

View all past filings

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