SRS Capital Advisors
Latest statistics and disclosures from SRS Capital Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TIP, IWF, IWS, IWD, IJK, and represent 31.07% of SRS Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: TIP (+$43M), LMBS (+$24M), DVY (+$10M), TFI, VOE, VTIP, STIP, LCG, IJT, IJK.
- Started 191 new stock positions in SHYF, ESTC, IBB, IR, VOOV, VOOG, TXRH, TEX, CRH, TEF.
- Reduced shares in these 10 stocks: IWN (-$43M), MBB (-$24M), HDV (-$10M), VUG, VBR, SHV, BRK.B, VIG, IVW, Proshares Ultrapro Short Qqq.
- Sold out of its positions in ACCO, POWW, LNT, AEO, ACB, AYTU, SAN, BLNK, BLNKW, Bonanza Creek Energy I.
- SRS Capital Advisors was a net buyer of stock by $16M.
- SRS Capital Advisors has $789M in assets under management (AUM), dropping by 7.83%.
- Central Index Key (CIK): 0001586767
Tip: Access up to 7 years of quarterly data
Positions held by SRS Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv

Portfolio Holdings for SRS Capital Advisors
Companies in the SRS Capital Advisors portfolio as of the December 2021 quarterly 13F filing
SRS Capital Advisors has 1134 total positions. Only the first 250 positions are shown.
- Sign up to view all of the SRS Capital Advisors Dec. 31, 2021 positions
- Download the SRS Capital Advisors December 2021 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Ishares Tr Tips Bd Etf (TIP) | 8.9 | $70M | +158% | 540k | 129.20 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 6.2 | $49M | 159k | 305.59 | ||
Ishares Tr Rus Mdcp Val Etf (IWS) | 5.5 | $43M | 352k | 122.38 | ||
Ishares Tr Rus 1000 Val Etf (IWD) | 5.4 | $43M | 254k | 167.93 | ||
Ishares Tr S&p Mc 400gr Etf (IJK) | 5.2 | $41M | +2% | 480k | 85.26 | |
Ishares Tr S&P SML 600 GWT (IJT) | 5.1 | $40M | +2% | 291k | 138.80 | |
Ishares Tr Ishs 1-5yr Invs (IGSB) | 4.0 | $32M | 591k | 53.88 | ||
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 3.1 | $24M | +180861% | 489k | 49.99 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.6 | $21M | 52k | 397.84 | ||
Vanguard Index Fds Growth Etf (VUG) | 2.6 | $20M | -13% | 63k | 320.90 | |
Vanguard Index Fds Mid Cap Etf (VO) | 2.5 | $20M | 78k | 254.77 | ||
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 2.4 | $19M | +3% | 939k | 20.32 | |
Vanguard Index Fds Value Etf (VTV) | 2.4 | $19M | +2% | 127k | 147.11 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.9 | $15M | +3% | 297k | 49.46 | |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 1.8 | $15M | +4% | 285k | 51.06 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.6 | $13M | -6% | 70k | 178.85 | |
Ishares Tr Select Divid Etf (DVY) | 1.6 | $13M | +486% | 102k | 122.59 | |
Ishares Tr Msci Usa Min Vol (USMV) | 1.6 | $13M | 154k | 80.90 | ||
Vanguard Index Fds Small Cp Etf (VB) | 1.5 | $12M | 53k | 226.01 | ||
Vanguard Index Fds Total Stk Mkt (VTI) | 1.3 | $11M | +5% | 44k | 241.43 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.0 | $8.1M | +3% | 101k | 80.83 | |
Apple (AAPL) | 1.0 | $8.0M | 45k | 177.57 | ||
Ishares Tr Global Energ Etf (IXC) | 1.0 | $7.8M | +2% | 285k | 27.51 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $7.1M | -4% | 24k | 298.98 | |
First Tr Exchange Traded Us Eqty Oppt Etf (FPX) | 0.9 | $6.8M | 56k | 122.50 | ||
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.8 | $6.3M | +95% | 121k | 51.73 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.8 | $6.2M | 56k | 112.11 | ||
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.7 | $5.5M | +80% | 37k | 150.34 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.7 | $5.3M | 47k | 114.07 | ||
Northern Lts Fd Tr Iv Sterling Capital (LCG) | 0.6 | $5.1M | +34% | 167k | 30.60 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.6 | $5.1M | 63k | 80.83 | ||
Schwab Strategic Tr Us Tips Etf (SCHP) | 0.6 | $4.8M | +4% | 76k | 62.90 | |
Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.6 | $4.8M | +51% | 45k | 105.87 | |
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.5 | $4.3M | -5% | 286k | 15.00 | |
Gold Tr Ishares New (IAU) | 0.5 | $4.1M | -3% | 119k | 34.81 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $3.6M | -8% | 43k | 83.68 | |
Vanguard Bd Index Fds Intermed Term (BIV) | 0.4 | $3.2M | +6% | 37k | 87.61 | |
Ishares Tr Short Treas Bd (SHV) | 0.4 | $3.2M | -12% | 29k | 110.40 | |
Amazon (AMZN) | 0.4 | $3.2M | -2% | 950.00 | 3332.63 | |
Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.4 | $3.1M | +193% | 61k | 51.39 | |
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.4 | $3.0M | 11k | 281.82 | ||
Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.4 | $3.0M | -8% | 27k | 110.68 | |
Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.4 | $2.8M | 33k | 84.73 | ||
Johnson & Johnson (JNJ) | 0.3 | $2.7M | 16k | 171.05 | ||
Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.3 | $2.5M | -2% | 81k | 30.43 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $2.4M | -11% | 14k | 171.75 | |
Proshares Tr Pshs Ultra Qqq (QLD) | 0.3 | $2.4M | -8% | 27k | 89.02 | |
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) | 0.3 | $2.4M | -2% | 46k | 52.09 | |
Ishares Tr Pfd And Incm Sec (PFF) | 0.3 | $2.4M | -7% | 60k | 39.43 | |
Vanguard World Fds Health Car Etf (VHT) | 0.3 | $2.1M | +7% | 8.1k | 266.42 | |
Microsoft Corporation (MSFT) | 0.3 | $2.0M | +57% | 6.1k | 336.29 | |
Tesla Motors (TSLA) | 0.2 | $1.8M | -4% | 1.7k | 1056.60 | |
Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.2 | $1.6M | +4% | 24k | 66.48 | |
Ishares Tr Msci Eafe Min Vl (EFAV) | 0.2 | $1.6M | -5% | 21k | 76.76 | |
McDonald's Corporation (MCD) | 0.2 | $1.6M | 5.8k | 268.07 | ||
Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $1.5M | +2% | 13k | 116.03 | |
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $1.4M | +12% | 23k | 60.82 | |
Ishares Msci Emerg Mrkt (EEMV) | 0.2 | $1.4M | -6% | 22k | 62.82 | |
First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.2 | $1.3M | 16k | 84.57 | ||
International Business Machines (IBM) | 0.2 | $1.3M | +4% | 9.9k | 133.70 | |
Ihs Markit SHS | 0.2 | $1.2M | 9.1k | 132.96 | ||
Ishares Tr Msci Usa Mmentm (MTUM) | 0.2 | $1.2M | +11% | 6.6k | 181.86 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $1.2M | +3% | 11k | 113.00 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $1.1M | +4% | 2.4k | 474.88 | |
First Tr Exchange Traded Tech Alphadex (FXL) | 0.1 | $1.1M | 8.3k | 131.98 | ||
Select Sector Spdr Tr Technology (XLK) | 0.1 | $1.1M | +15% | 6.2k | 173.90 | |
Visa Com Cl A (V) | 0.1 | $1.1M | +3% | 5.0k | 216.62 | |
Mastercard Incorporated Cl A (MA) | 0.1 | $1.1M | -10% | 3.0k | 359.45 | |
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.1 | $1.1M | 22k | 49.18 | ||
Ishares Tr Core High Dv Etf (HDV) | 0.1 | $1.0M | -90% | 10k | 100.99 | |
Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.0M | 356.00 | 2893.26 | ||
Meta Platforms Cl A (FB) | 0.1 | $1.0M | +2% | 3.1k | 336.50 | |
Amgen (AMGN) | 0.1 | $1.0M | -5% | 4.5k | 224.88 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $973k | +11% | 336.00 | 2895.83 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $964k | +11% | 6.1k | 158.27 | |
Xcel Energy (XEL) | 0.1 | $958k | 14k | 67.70 | ||
Wp Carey (WPC) | 0.1 | $913k | 11k | 82.06 | ||
S&p Global (SPGI) | 0.1 | $874k | 1.9k | 471.67 | ||
Abbvie (ABBV) | 0.1 | $854k | +2% | 6.3k | 135.41 | |
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) | 0.1 | $814k | -5% | 14k | 58.46 | |
Blackstone Group Inc Com Cl A (BX) | 0.1 | $807k | 6.2k | 129.41 | ||
Cisco Systems (CSCO) | 0.1 | $782k | +8% | 12k | 63.35 | |
Pfizer (PFE) | 0.1 | $779k | +79% | 13k | 59.08 | |
Verizon Communications (VZ) | 0.1 | $771k | +9% | 15k | 51.94 | |
Lowe's Companies (LOW) | 0.1 | $771k | -2% | 3.0k | 258.38 | |
Exxon Mobil Corporation (XOM) | 0.1 | $765k | +66% | 13k | 61.16 | |
UnitedHealth (UNH) | 0.1 | $764k | +39% | 1.5k | 502.30 | |
Cbre Group Cl A (CBRE) | 0.1 | $754k | -4% | 6.9k | 108.55 | |
American Tower Reit (AMT) | 0.1 | $746k | -3% | 2.6k | 292.43 | |
Dollar General (DG) | 0.1 | $701k | +38% | 3.0k | 235.71 | |
Procter & Gamble Company (PG) | 0.1 | $684k | +8% | 4.2k | 163.48 | |
Automatic Data Processing (ADP) | 0.1 | $681k | +8% | 2.8k | 246.56 | |
NVIDIA Corporation (NVDA) | 0.1 | $639k | -3% | 2.2k | 294.33 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $606k | +6% | 1.4k | 436.29 | |
Danaher Corporation (DHR) | 0.1 | $574k | -3% | 1.7k | 329.13 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $566k | +2% | 1.4k | 414.65 | |
Fulton Financial (FULT) | 0.1 | $565k | +13% | 33k | 17.01 | |
Nike CL B (NKE) | 0.1 | $564k | +16% | 3.4k | 166.77 | |
Netflix (NFLX) | 0.1 | $555k | -3% | 922.00 | 601.95 | |
Shopify Cl A (SHOP) | 0.1 | $552k | 401.00 | 1376.56 | ||
Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $548k | 3.5k | 156.62 | ||
Ishares Tr Mbs Etf (MBB) | 0.1 | $546k | -97% | 5.1k | 107.46 | |
Thermo Fisher Scientific (TMO) | 0.1 | $543k | 814.00 | 667.08 | ||
Broadcom (AVGO) | 0.1 | $543k | +21% | 816.00 | 665.44 | |
Ishares Tr Modert Alloc Etf (AOM) | 0.1 | $539k | 12k | 45.44 | ||
United Parcel Service CL B (UPS) | 0.1 | $519k | +22% | 2.4k | 214.20 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $511k | +8% | 4.2k | 120.32 | |
Citigroup Com New (C) | 0.1 | $505k | -17% | 8.4k | 60.39 | |
Agilent Technologies Inc C ommon (A) | 0.1 | $505k | +4% | 3.2k | 159.71 | |
Innovator Etfs Tr Us Equt Bufr Aug (BAUG) | 0.1 | $492k | -2% | 15k | 33.40 | |
Innovator Etfs Tr Us Eqty Buf Oct (BOCT) | 0.1 | $491k | -2% | 14k | 34.58 | |
Black Knight (BKI) | 0.1 | $488k | +6% | 5.9k | 82.81 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $481k | -8% | 8.8k | 54.86 | |
Innovator Etfs Tr Us Eqty Buf Nov (BNOV) | 0.1 | $476k | +35% | 15k | 32.94 | |
Innovator Etfs Tr Us Eqty Buf Dec (BDEC) | 0.1 | $469k | +45% | 13k | 35.20 | |
Nucor Corporation (NUE) | 0.1 | $465k | 4.1k | 114.05 | ||
Synopsys (SNPS) | 0.1 | $464k | 1.3k | 368.25 | ||
Qualcomm (QCOM) | 0.1 | $460k | 2.5k | 183.05 | ||
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) | 0.1 | $460k | 15k | 30.42 | ||
Chevron Corporation (CVX) | 0.1 | $445k | +11% | 3.8k | 117.23 | |
Innovator Etfs Tr Us Eqty Buf Sep (BSEP) | 0.1 | $441k | 13k | 33.42 | ||
Eli Lilly & Co. (LLY) | 0.1 | $441k | 1.6k | 276.14 | ||
Innovator Etfs Tr Us Eqty Bufr Jan (BJAN) | 0.1 | $438k | +28% | 12k | 37.27 | |
Home Depot (HD) | 0.1 | $438k | +6% | 1.1k | 414.77 | |
Moody's Corporation (MCO) | 0.1 | $434k | 1.1k | 390.64 | ||
Roku Com Cl A (ROKU) | 0.1 | $433k | +34% | 1.9k | 228.13 | |
First Tr Lrge Cp Core Alpha Com Shs (FEX) | 0.1 | $428k | 4.6k | 92.42 | ||
TransDigm Group Incorporated (TDG) | 0.1 | $424k | +50% | 666.00 | 636.64 | |
Innovator Etfs Tr Us Eqty Pwr Buf (PSEP) | 0.1 | $422k | 14k | 30.37 | ||
Starbucks Corporation (SBUX) | 0.1 | $421k | +4% | 3.6k | 117.01 | |
Intuitive Surgical Com New (ISRG) | 0.1 | $415k | +200% | 1.2k | 359.31 | |
FedEx Corporation (FDX) | 0.1 | $415k | 1.6k | 258.89 | ||
Pepsi (PEP) | 0.1 | $414k | -3% | 2.4k | 173.66 | |
Roper Industries (ROP) | 0.1 | $412k | +4% | 837.00 | 492.23 | |
Zoetis Cl A (ZTS) | 0.1 | $412k | -4% | 1.7k | 244.22 | |
Bio-techne Corporation (TECH) | 0.1 | $411k | 794.00 | 517.63 | ||
Innovator Etfs Tr Us Eqty Bufr Jul (BJUL) | 0.1 | $411k | 12k | 33.34 | ||
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.1 | $399k | 8.1k | 49.19 | ||
Innovator Etfs Tr Us Eqty Pwr Buf (POCT) | 0.1 | $397k | 13k | 30.42 | ||
Innovator Etfs Tr Us Eqty Pwr Buf (PJUN) | 0.1 | $397k | 12k | 32.24 | ||
Spdr Ser Tr Bloomberg High Y (JNK) | 0.1 | $396k | 3.7k | 108.49 | ||
Realty Income (O) | 0.1 | $396k | +340% | 5.5k | 71.64 | |
Laboratory Corp Amer Hldgs Com New (LH) | 0.1 | $395k | -4% | 1.3k | 314.24 | |
Texas Instruments Incorporated (TXN) | 0.0 | $393k | +3% | 2.1k | 188.31 | |
Sherwin-Williams Company (SHW) | 0.0 | $393k | -4% | 1.1k | 351.84 | |
Innovator Etfs Tr Us Eqty Pwr Buf (PDEC) | 0.0 | $393k | +2832% | 12k | 31.76 | |
Innovator Etfs Tr Us Eqty Pwr Buf (PNOV) | 0.0 | $392k | +3335% | 13k | 31.01 | |
AmerisourceBergen (ABC) | 0.0 | $392k | 2.9k | 132.97 | ||
D.R. Horton (DHI) | 0.0 | $387k | +4% | 3.6k | 108.34 | |
Innovator Etfs Tr Us Eqty Pwr Buf (PJAN) | 0.0 | $381k | +1161% | 12k | 33.27 | |
Waste Connections (WCN) | 0.0 | $381k | 2.8k | 136.36 | ||
Innovator Etfs Tr Us Eqty Bufr Jun (BJUN) | 0.0 | $381k | -2% | 11k | 34.54 | |
Carrier Global Corporation (CARR) | 0.0 | $380k | +7% | 7.0k | 54.23 | |
Cdw (CDW) | 0.0 | $375k | +3% | 1.8k | 204.69 | |
Merck & Co (MRK) | 0.0 | $372k | 4.9k | 76.69 | ||
Innovator Etfs Tr Us Eqty Bufr Mar (BMAR) | 0.0 | $368k | -2% | 11k | 34.64 | |
Kkr & Co (KKR) | 0.0 | $366k | 4.9k | 74.53 | ||
Innovator Etfs Tr Us Eqt Bufr Apr (BAPR) | 0.0 | $365k | -2% | 11k | 33.42 | |
PNC Financial Services (PNC) | 0.0 | $365k | 1.8k | 200.55 | ||
Innovator Etfs Tr Us Eqty Bufr Feb (BFEB) | 0.0 | $361k | -5% | 11k | 32.08 | |
Proshares Tr Pshs Ult S&p 500 (SSO) | 0.0 | $360k | 2.5k | 146.34 | ||
Ampio Pharmaceuticals (AMPE) | 0.0 | $359k | 629k | 0.57 | ||
Illumina (ILMN) | 0.0 | $359k | +3% | 943.00 | 380.70 | |
Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) | 0.0 | $359k | 12k | 30.58 | ||
Prologis (PLD) | 0.0 | $355k | 2.1k | 168.49 | ||
Innovator Etfs Tr Us Eqt Pwr Buf (PAPR) | 0.0 | $353k | -2% | 12k | 29.30 | |
Innovator Etfs Tr Us Eqty Bufr Mar (BMAY) | 0.0 | $353k | 11k | 33.12 | ||
One Liberty Properties (OLP) | 0.0 | $353k | +2% | 10k | 35.24 | |
Ansys (ANSS) | 0.0 | $349k | 871.00 | 400.69 | ||
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $341k | 8.8k | 38.92 | ||
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $341k | -17% | 4.0k | 84.72 | |
Vulcan Materials Company (VMC) | 0.0 | $339k | -26% | 1.6k | 207.85 | |
Walgreen Boots Alliance (WBA) | 0.0 | $338k | -5% | 6.5k | 52.11 | |
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) | 0.0 | $335k | -20% | 18k | 18.82 | |
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) | 0.0 | $333k | 11k | 30.82 | ||
Innovator Etfs Tr Us Eqty Pwr Buf (PMAR) | 0.0 | $332k | -2% | 11k | 31.53 | |
Canadian Natl Ry (CNI) | 0.0 | $329k | +2% | 2.7k | 122.94 | |
Ecolab (ECL) | 0.0 | $327k | 1.4k | 234.58 | ||
General Electric Com New (GE) | 0.0 | $322k | 3.4k | 94.35 | ||
Emerson Electric (EMR) | 0.0 | $322k | +255% | 3.5k | 93.06 | |
Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $322k | -99% | 1.9k | 166.06 | |
Heico Corp Cl A (HEI.A) | 0.0 | $320k | +5% | 2.5k | 128.46 | |
Spdr Ser Tr Ice Pfd Sec Etf (PSK) | 0.0 | $319k | -2% | 7.4k | 42.94 | |
Intel Corporation (INTC) | 0.0 | $318k | +11% | 6.2k | 51.43 | |
Nio Spon Ads (NIO) | 0.0 | $317k | 10k | 31.70 | ||
Wal-Mart Stores (WMT) | 0.0 | $313k | +19% | 2.2k | 144.84 | |
Coca-Cola Company (KO) | 0.0 | $312k | 5.3k | 59.12 | ||
Markel Corporation (MKL) | 0.0 | $297k | -3% | 241.00 | 1232.37 | |
Bristol Myers Squibb (BMY) | 0.0 | $296k | -3% | 4.7k | 62.45 | |
Martin Marietta Materials (MLM) | 0.0 | $296k | 672.00 | 440.48 | ||
Etf Ser Solutions Us Glb Jets (JETS) | 0.0 | $289k | +191% | 14k | 21.08 | |
Hca Holdings (HCA) | 0.0 | $289k | 1.1k | 256.89 | ||
Chubb (CB) | 0.0 | $288k | +2% | 1.5k | 193.16 | |
CarMax (KMX) | 0.0 | $285k | +2% | 2.2k | 130.08 | |
Verisk Analytics (VRSK) | 0.0 | $285k | -10% | 1.2k | 228.55 | |
Becton, Dickinson and (BDX) | 0.0 | $285k | -12% | 1.1k | 251.10 | |
Global X Fds Russell 2000 (RYLD) | 0.0 | $284k | +2% | 12k | 24.38 | |
RBB Motley Fol Etf (TMFC) | 0.0 | $284k | +472% | 6.4k | 44.17 | |
Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $284k | 13k | 22.19 | ||
Fastenal Company (FAST) | 0.0 | $283k | +3% | 4.4k | 64.11 | |
Global X Fds Lithium Btry Etf (LIT) | 0.0 | $283k | 3.3k | 84.53 | ||
Global X Fds S&p 500 Covered (XYLD) | 0.0 | $281k | 5.6k | 50.49 | ||
Hirequest (HQI) | 0.0 | $275k | 14k | 20.19 | ||
Atlassian Corp Cl A (TEAM) | 0.0 | $273k | -2% | 715.00 | 381.82 | |
Air Products & Chemicals (APD) | 0.0 | $272k | +6% | 893.00 | 304.59 | |
Cable One (CABO) | 0.0 | $272k | -7% | 154.00 | 1766.23 | |
Sba Communications Corp Cl A (SBAC) | 0.0 | $272k | 700.00 | 388.57 | ||
AutoZone (AZO) | 0.0 | $270k | -11% | 129.00 | 2093.02 | |
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.0 | $270k | 5.2k | 52.08 | ||
Century Casinos (CNTY) | 0.0 | $264k | 22k | 12.18 | ||
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $263k | +7% | 1.0k | 254.84 | |
Abbott Laboratories (ABT) | 0.0 | $260k | -9% | 1.8k | 140.92 | |
Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $259k | 3.5k | 73.14 | ||
Us Bancorp Del Com New (USB) | 0.0 | $257k | 4.6k | 56.16 | ||
Invesco Exchange Traded Fd T S&p500 Buy Wrt (PBP) | 0.0 | $257k | 11k | 23.10 | ||
Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $253k | 530.00 | 477.36 | ||
Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $251k | 2.2k | 114.51 | ||
Stanley Black & Decker (SWK) | 0.0 | $251k | +16% | 1.3k | 188.44 | |
Medical Properties Trust (MPW) | 0.0 | $248k | 11k | 23.68 | ||
Tyson Foods Cl A (TSN) | 0.0 | $248k | 2.9k | 87.02 | ||
At&t (T) | 0.0 | $243k | 9.9k | 24.58 | ||
Entegris (ENTG) | 0.0 | $241k | -19% | 1.7k | 138.43 | |
Truist Financial Corp equities (TFC) | 0.0 | $241k | +18% | 4.1k | 58.57 | |
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $234k | -2% | 2.5k | 92.60 | |
Blackline (BL) | 0.0 | $233k | 2.3k | 103.46 | ||
Micron Technology (MU) | 0.0 | $233k | +20% | 2.5k | 93.09 | |
Ss&c Technologies Holding (SSNC) | 0.0 | $231k | 2.8k | 81.94 | ||
Mesa Laboratories (MLAB) | 0.0 | $225k | +94% | 685.00 | 328.47 | |
IDEXX Laboratories (IDXX) | 0.0 | $225k | 341.00 | 659.82 | ||
Spdr Ser Tr S&p Telecom (XTL) | 0.0 | $225k | 2.2k | 101.58 | ||
Clene Common Stock (CLNN) | 0.0 | $214k | 52k | 4.10 | ||
Ishares Tr Aggres Alloc Etf (AOA) | 0.0 | $214k | +30% | 2.9k | 72.84 | |
Lincoln National Corporation (LNC) | 0.0 | $214k | -10% | 3.1k | 68.24 | |
Progressive Corporation (PGR) | 0.0 | $213k | +6% | 2.1k | 102.70 | |
Churchill Downs (CHDN) | 0.0 | $210k | +3% | 874.00 | 240.27 | |
Spdr Gold Tr Gold Shs (GLD) | 0.0 | $209k | +3% | 1.2k | 171.03 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $209k | -19% | 262.00 | 797.71 | |
First Tr Exchange-traded No Amer Energy (EMLP) | 0.0 | $207k | +5% | 8.3k | 24.95 | |
Altria (MO) | 0.0 | $204k | +4% | 4.3k | 47.49 | |
Republic Services (RSG) | 0.0 | $202k | 1.4k | 139.50 | ||
CoStar (CSGP) | 0.0 | $202k | 2.6k | 79.22 | ||
Bank of America Corporation (BAC) | 0.0 | $200k | 4.5k | 44.50 | ||
Maxar Technologies (MAXR) | 0.0 | $200k | 6.8k | 29.53 | ||
Walt Disney Company (DIS) | 0.0 | $199k | +49% | 1.3k | 154.98 | |
Keysight Technologies (KEYS) | 0.0 | $196k | +5% | 949.00 | 206.53 | |
Lockheed Martin Corporation (LMT) | 0.0 | $195k | -40% | 548.00 | 355.84 | |
American Express Company (AXP) | 0.0 | $192k | +3% | 1.2k | 163.40 | |
Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $187k | -13% | 344.00 | 543.60 | |
Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $185k | -2% | 1.6k | 113.08 | |
Fiserv (FISV) | 0.0 | $185k | +17% | 1.8k | 103.87 |
Past Filings by SRS Capital Advisors
SEC 13F filings are viewable for SRS Capital Advisors going back to 2016
- 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
- SRS Capital Advisors 2019 Q3 filed Nov. 1, 2019
- SRS Capital Advisors 2019 Q2 filed Aug. 8, 2019
- SRS Capital Advisors 2018 Q4 filed Feb. 6, 2019
- SRS Capital Advisors 2018 Q3 filed Nov. 6, 2018
- SRS Capital Advisors 2018 Q2 filed Aug. 21, 2018
- SRS Capital Advisors 2018 Q1 filed May 14, 2018
- SRS Capital Advisors 2017 Q4 filed Feb. 15, 2018
- SRS Capital Advisors 2017 Q3 filed Nov. 15, 2017