SRS Capital Advisors
Latest statistics and disclosures from SRS Capital Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IWO, IWP, IWF, IWN, SHV, and represent 26.49% of SRS Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: IWF (+$33M), IWP (+$19M), IWO, VBK, SPTS, LCG, BSV, IWD, IWS, SCHP.
- Started 84 new stock positions in SRCL, UL, HOLX, BIG, AA, EL, PHG, VIRT, PCY, BURL.
- Reduced shares in these 10 stocks: LQD (-$32M), VOT, SHV, IVW, VIG, SCHD, IEF, TFI, EMLP, PFF.
- Sold out of its positions in BP, BAC.PL, BIIB, CLX, DRI, D, EA, FSLY, Forum Merger Ii Corp cl a, FOXA.
- SRS Capital Advisors was a net buyer of stock by $34M.
- SRS Capital Advisors has $676M in assets under management (AUM), dropping by 13.95%.
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Portfolio Holdings for SRS Capital Advisors
Companies in the SRS Capital Advisors portfolio as of the December 2020 quarterly 13F filing
SRS Capital Advisors has 730 total positions. Only the first 250 positions are shown.
- Sign up to view all of the SRS Capital Advisors Dec. 31, 2020 positions
- Download the SRS Capital Advisors December 2020 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 6.0 | $40M | +9% | 141k | 286.70 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 5.6 | $38M | +101% | 368k | 102.65 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 5.4 | $36M | +913% | 151k | 241.14 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 4.8 | $33M | +2% | 248k | 131.75 | |
| Ishares Tr Short Treas Bd (SHV) | 4.7 | $32M | -4% | 289k | 110.53 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 4.6 | $31M | +2% | 225k | 136.73 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 4.5 | $31M | +2% | 315k | 96.96 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 3.9 | $26M | 475k | 55.17 | ||
| Vanguard Index Fds Growth Etf (VUG) | 3.8 | $26M | 102k | 253.34 | ||
| Ishares Tr Tips Bd Etf (TIP) | 3.0 | $20M | +2% | 159k | 127.65 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.9 | $20M | 63k | 313.74 | ||
| Ishares Tr Mbs Etf (MBB) | 2.7 | $18M | 164k | 110.13 | ||
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 2.6 | $17M | 861k | 20.19 | ||
| Vanguard Index Fds Value Etf (VTV) | 2.4 | $16M | 136k | 118.96 | ||
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.3 | $16M | 311k | 50.11 | ||
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 2.2 | $15M | 312k | 47.21 | ||
| Vanguard Index Fds Mid Cap Etf (VO) | 2.0 | $13M | 65k | 206.76 | ||
| Vanguard Index Fds Small Cp Etf (VB) | 1.7 | $12M | +2% | 60k | 194.67 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 1.5 | $10M | -2% | 150k | 67.88 | |
| Ishares Tr Core High Dv Etf (HDV) | 1.4 | $9.7M | +3% | 110k | 87.67 | |
| Ishares Tr Msci Eafe Min Vl (EFAV) | 1.4 | $9.3M | 127k | 73.41 | ||
| Ishares Msci Emerg Mrkt (EEMV) | 1.4 | $9.2M | +2% | 151k | 61.08 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 1.2 | $8.1M | +57% | 30k | 267.65 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.0 | $7.0M | +27% | 85k | 82.89 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $7.0M | +2% | 36k | 194.63 | |
| Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) | 0.9 | $6.3M | -3% | 130k | 48.12 | |
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.9 | $5.8M | +53% | 188k | 30.71 | |
| Apple (AAPL) | 0.8 | $5.7M | 43k | 132.69 | ||
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.8 | $5.6M | +3% | 369k | 15.26 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $5.6M | 24k | 231.87 | ||
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.7 | $4.7M | +4% | 51k | 91.51 | |
| Gold Trust Ishares (IAU) | 0.7 | $4.5M | 251k | 18.13 | ||
| Spdr Ser Tr Nuveen Blmbrg Sr (SHM) | 0.6 | $4.3M | 85k | 49.79 | ||
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.6 | $4.0M | -6% | 62k | 64.14 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.6 | $3.8M | +24% | 61k | 62.08 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.5 | $3.5M | -6% | 92k | 38.51 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.5 | $3.1M | -50% | 15k | 212.09 | |
| Amazon (AMZN) | 0.4 | $2.8M | 852.00 | 3257.04 | ||
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.4 | $2.7M | 19k | 142.18 | ||
| Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) | 0.4 | $2.6M | +6% | 64k | 40.74 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $2.6M | -11% | 18k | 141.19 | |
| Johnson & Johnson (JNJ) | 0.4 | $2.4M | 16k | 157.39 | ||
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.4 | $2.4M | +6% | 26k | 92.85 | |
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.3 | $2.3M | -2% | 34k | 66.19 | |
| Ishares Tr Select Divid Etf (DVY) | 0.3 | $1.9M | 20k | 96.16 | ||
| Northern Lts Fd Tr Iv Sterling Capital (LCG) | 0.3 | $1.8M | NEW | 68k | 26.43 | |
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.3 | $1.8M | 16k | 115.10 | ||
| Vanguard World Fds Health Car Etf (VHT) | 0.2 | $1.5M | -8% | 6.8k | 223.68 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.2 | $1.5M | +28% | 22k | 69.44 | |
| McDonald's Corporation (MCD) | 0.2 | $1.2M | -2% | 5.8k | 214.55 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $1.1M | +80% | 18k | 61.62 | |
| Facebook Cl A (FB) | 0.2 | $1.1M | 4.0k | 273.07 | ||
| Tesla Motors (TSLA) | 0.2 | $1.1M | 1.5k | 705.73 | ||
| Amgen (AMGN) | 0.2 | $1.1M | -2% | 4.6k | 229.89 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $1.0M | +7% | 12k | 84.96 | |
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.2 | $1.0M | 15k | 67.53 | ||
| Mastercard Incorporated Cl A (MA) | 0.2 | $1.0M | +2% | 2.8k | 357.12 | |
| Spdr Ser Tr Wells Fg Pfd Etf (PSK) | 0.1 | $1.0M | -8% | 23k | 44.42 | |
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $981k | 7.5k | 129.99 | ||
| Ampio Pharmaceuticals (AMPE) | 0.1 | $979k | 616k | 1.59 | ||
| First Tr Exchange Traded Tech Alphadex (FXL) | 0.1 | $975k | -4% | 8.7k | 111.86 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $974k | 2.6k | 373.75 | ||
| Xcel Energy (XEL) | 0.1 | $973k | 15k | 66.68 | ||
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $912k | +5% | 7.7k | 118.20 | |
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $908k | 5.6k | 161.25 | ||
| Visa Com Cl A (V) | 0.1 | $858k | 3.9k | 218.71 | ||
| Ihs Markit SHS (INFO) | 0.1 | $819k | 9.1k | 89.88 | ||
| Spdr Ser Tr Nuveen Brc Munic (TFI) | 0.1 | $801k | -24% | 15k | 52.51 | |
| Wp Carey (WPC) | 0.1 | $798k | +6% | 11k | 70.58 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $794k | -4% | 8.7k | 90.98 | |
| Microsoft Corporation (MSFT) | 0.1 | $789k | -11% | 3.5k | 222.50 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $757k | 432.00 | 1752.31 | ||
| Innovator Etfs Tr S&p 500 Pwr Bu (PAPR) | 0.1 | $734k | +10% | 27k | 27.27 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $655k | 5.2k | 127.04 | ||
| Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) | 0.1 | $638k | -3% | 33k | 19.20 | |
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.1 | $636k | +100% | 7.7k | 82.38 | |
| Ishares Tr Modert Alloc Etf (AOM) | 0.1 | $632k | +2% | 15k | 43.23 | |
| Innovator Etfs Tr S&P 500 PWR (PSEP) | 0.1 | $593k | +9% | 21k | 27.91 | |
| S&p Global (SPGI) | 0.1 | $579k | +2% | 1.8k | 328.79 | |
| Verizon Communications (VZ) | 0.1 | $579k | 9.9k | 58.76 | ||
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $561k | +2% | 320.00 | 1753.12 | |
| Roper Industries (ROP) | 0.1 | $545k | -10% | 1.3k | 431.17 | |
| American Tower Reit (AMT) | 0.1 | $537k | +14% | 2.4k | 224.59 | |
| Cbre Group Cl A (CBRE) | 0.1 | $529k | -4% | 8.4k | 62.71 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $527k | -3% | 4.8k | 109.13 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $516k | -43% | 8.1k | 63.76 | |
| Citigroup Com New (C) | 0.1 | $505k | +13% | 8.2k | 61.65 | |
| Lowe's Companies (LOW) | 0.1 | $502k | 3.1k | 160.43 | ||
| Procter & Gamble Company (PG) | 0.1 | $490k | -4% | 3.5k | 139.16 | |
| Abbvie (ABBV) | 0.1 | $489k | +2% | 4.6k | 107.12 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $483k | +2% | 8.8k | 55.20 | |
| Spdr Ser Tr Bloomberg Brclys (JNK) | 0.1 | $481k | 4.4k | 109.02 | ||
| FedEx Corporation (FDX) | 0.1 | $466k | +4% | 1.8k | 259.61 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $452k | 3.5k | 127.90 | ||
| Cisco Systems (CSCO) | 0.1 | $448k | 10k | 44.79 | ||
| Dollar General (DG) | 0.1 | $436k | 2.1k | 210.32 | ||
| Roku Com Cl A (ROKU) | 0.1 | $434k | 1.3k | 332.06 | ||
| International Business Machines (IBM) | 0.1 | $431k | 3.4k | 125.73 | ||
| Automatic Data Processing (ADP) | 0.1 | $431k | 2.4k | 176.28 | ||
| Thermo Fisher Scientific (TMO) | 0.1 | $430k | -12% | 923.00 | 465.87 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $426k | 1.2k | 343.55 | ||
| First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.1 | $421k | 10k | 40.49 | ||
| Nio Spon Ads (NIO) | 0.1 | $416k | 8.5k | 48.71 | ||
| Graniteshares Gold Tr Shs Ben Int (BAR) | 0.1 | $414k | 22k | 18.89 | ||
| Agilent Technologies Inc C ommon (A) | 0.1 | $407k | +52% | 3.4k | 118.56 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $404k | +2% | 1.5k | 261.15 | |
| Nike CL B (NKE) | 0.1 | $391k | -2% | 2.8k | 141.62 | |
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $391k | 6.9k | 56.49 | ||
| Blackstone Group Com Cl A (BX) | 0.1 | $390k | 6.0k | 64.81 | ||
| UnitedHealth (UNH) | 0.1 | $386k | +6% | 1.1k | 350.27 | |
| Danaher Corporation (DHR) | 0.1 | $385k | 1.7k | 222.03 | ||
| Pfizer (PFE) | 0.1 | $383k | 10k | 36.81 | ||
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $376k | +34% | 4.3k | 88.16 | |
| Netflix (NFLX) | 0.1 | $370k | 684.00 | 540.94 | ||
| Texas Instruments Incorporated (TXN) | 0.1 | $359k | 2.2k | 164.30 | ||
| Pepsi (PEP) | 0.1 | $346k | 2.3k | 148.43 | ||
| Fulton Financial (FULT) | 0.1 | $346k | 27k | 12.73 | ||
| Becton, Dickinson and (BDX) | 0.1 | $345k | 1.4k | 250.00 | ||
| First Tr Lrge Cp Core Alpha Com Shs (FEX) | 0.1 | $344k | 4.7k | 73.43 | ||
| Starbucks Corporation (SBUX) | 0.1 | $343k | -8% | 3.2k | 107.05 | |
| At&t (T) | 0.0 | $335k | +48% | 12k | 28.73 | |
| Keysight Technologies (KEYS) | 0.0 | $331k | +13% | 2.5k | 131.98 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $329k | 402.00 | 818.41 | ||
| Innovator Etfs Tr S&p 500 Pwr Buf (PMAY) | 0.0 | $326k | 12k | 28.37 | ||
| Innovator Etfs Tr S&p 500 Buffer (BNOV) | 0.0 | $326k | +19% | 11k | 29.79 | |
| Synopsys (SNPS) | 0.0 | $325k | 1.3k | 258.96 | ||
| Vulcan Materials Company (VMC) | 0.0 | $321k | 2.2k | 148.20 | ||
| Innovator Etfs Tr S&p 500 Buffer (BJUL) | 0.0 | $318k | +8% | 11k | 30.11 | |
| CarMax (KMX) | 0.0 | $317k | +5% | 3.4k | 94.43 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $317k | 8.8k | 36.05 | ||
| Innovator Etfs Tr S&p 500 Bufetf (BOCT) | 0.0 | $317k | +9% | 11k | 30.04 | |
| Innovator Etfs Tr S&p 500 Buffer (BAUG) | 0.0 | $314k | +9% | 11k | 29.81 | |
| Sherwin-Williams Company (SHW) | 0.0 | $313k | 426.00 | 734.74 | ||
| Raytheon Technologies Corp (RTX) | 0.0 | $312k | +426% | 4.4k | 71.46 | |
| Shopify Cl A (SHOP) | 0.0 | $311k | +16% | 275.00 | 1130.91 | |
| Bio-techne Corporation (TECH) | 0.0 | $309k | 973.00 | 317.57 | ||
| Innovator Etfs Tr S&p 500 Buffer (BJAN) | 0.0 | $305k | +20% | 9.3k | 32.79 | |
| Innovator Etfs Tr S&p 500 Buffer E (BDEC) | 0.0 | $297k | +13% | 9.7k | 30.54 | |
| Ecolab (ECL) | 0.0 | $296k | 1.4k | 216.37 | ||
| Blackline (BL) | 0.0 | $296k | 2.2k | 133.33 | ||
| Illumina (ILMN) | 0.0 | $291k | 786.00 | 370.23 | ||
| Exxon Mobil Corporation (XOM) | 0.0 | $291k | +7% | 7.1k | 41.23 | |
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.0 | $290k | -47% | 14k | 20.94 | |
| Ansys (ANSS) | 0.0 | $288k | 793.00 | 363.18 | ||
| Innovator Etfs Tr S&p 500 Pwr Bu (PJUN) | 0.0 | $287k | 9.5k | 30.07 | ||
| Zoetis Cl A (ZTS) | 0.0 | $287k | 1.7k | 165.23 | ||
| Coca-Cola Company (KO) | 0.0 | $285k | -8% | 5.2k | 54.77 | |
| Innovator Etfs Tr S&p 500 Ultra (UAUG) | 0.0 | $285k | +9% | 10k | 27.90 | |
| Cable One (CABO) | 0.0 | $284k | 127.00 | 2236.22 | ||
| Innovator Etfs Tr S&p 500 Ultra (UNOV) | 0.0 | $283k | +9% | 10k | 28.24 | |
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $279k | 12k | 22.83 | ||
| Waste Connections (WCN) | 0.0 | $279k | -25% | 2.7k | 102.39 | |
| Canadian Natl Ry (CNI) | 0.0 | $278k | 2.5k | 109.92 | ||
| Home Depot (HD) | 0.0 | $278k | 1.0k | 265.77 | ||
| Laboratory Corp Amer Hldgs Com New (LH) | 0.0 | $277k | +22% | 1.4k | 203.83 | |
| Wells Fargo & Company (WFC) | 0.0 | $276k | 9.1k | 30.21 | ||
| Chevron Corporation (CVX) | 0.0 | $274k | 3.2k | 84.39 | ||
| Broadcom (AVGO) | 0.0 | $274k | +6% | 625.00 | 438.40 | |
| PNC Financial Services (PNC) | 0.0 | $271k | 1.8k | 148.90 | ||
| Innovator Etfs Tr S&p 500 Ultra (UDEC) | 0.0 | $270k | +10% | 9.5k | 28.51 | |
| FactSet Research Systems (FDS) | 0.0 | $269k | 809.00 | 332.51 | ||
| Heico Corp Cl A (HEI.A) | 0.0 | $268k | 2.3k | 117.13 | ||
| TransDigm Group Incorporated (TDG) | 0.0 | $268k | 433.00 | 618.94 | ||
| Innovator Etfs Tr S&p 500 Ultra (UJUL) | 0.0 | $267k | +8% | 10k | 26.46 | |
| Innovator Etfs Tr S&p 500 Buffer (BFEB) | 0.0 | $267k | +9% | 9.8k | 27.23 | |
| Intel Corporation (INTC) | 0.0 | $265k | +23% | 5.3k | 49.78 | |
| Maxar Technologies (MAXR) | 0.0 | $261k | 6.8k | 38.54 | ||
| Innovator Etfs Tr S&p 500 Ultra (UJAN) | 0.0 | $261k | +8% | 8.7k | 29.90 | |
| Merck & Co (MRK) | 0.0 | $260k | +3% | 3.2k | 81.92 | |
| Eli Lilly & Co. (LLY) | 0.0 | $259k | 1.5k | 169.06 | ||
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $259k | -10% | 1.3k | 196.21 | |
| Wal-Mart Stores (WMT) | 0.0 | $257k | 1.8k | 143.98 | ||
| Chubb (CB) | 0.0 | $257k | +30% | 1.7k | 153.71 | |
| Innovator Etfs Tr S&p 500 Ultra (UFEB) | 0.0 | $256k | +9% | 9.8k | 26.11 | |
| NVIDIA Corporation (NVDA) | 0.0 | $256k | 491.00 | 521.38 | ||
| Cdw (CDW) | 0.0 | $253k | +2% | 1.9k | 131.77 | |
| Global X Fds S&p 500 Covered (XYLD) | 0.0 | $252k | 5.4k | 46.35 | ||
| Martin Marietta Materials (MLM) | 0.0 | $252k | +4% | 889.00 | 283.46 | |
| Medtronic SHS (MDT) | 0.0 | $250k | 2.1k | 117.32 | ||
| Global X Fds Russell 2000 (RYLD) | 0.0 | $250k | 11k | 22.59 | ||
| General Electric Company (GE) | 0.0 | $249k | 23k | 10.80 | ||
| Paypal Holdings (PYPL) | 0.0 | $248k | +4% | 1.1k | 234.63 | |
| Innovator Etfs Tr S&p 500 Buffer (BJUN) | 0.0 | $248k | 7.9k | 31.20 | ||
| Innovator Etfs Tr S&p 500 Ultra (UOCT) | 0.0 | $247k | +10% | 9.2k | 26.97 | |
| Walgreen Boots Alliance (WBA) | 0.0 | $247k | 6.2k | 39.88 | ||
| Invesco Exchange Traded Fd T S&p500 Buy Wrt (PBP) | 0.0 | $243k | 12k | 20.49 | ||
| Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.0 | $236k | 8.0k | 29.51 | ||
| Bristol Myers Squibb (BMY) | 0.0 | $235k | +7% | 3.8k | 62.07 | |
| Hormel Foods Corporation (HRL) | 0.0 | $229k | +2% | 4.9k | 46.54 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $228k | 2.5k | 91.71 | ||
| Moody's Corporation (MCO) | 0.0 | $227k | 783.00 | 289.91 | ||
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.0 | $225k | 2.5k | 91.46 | ||
| Qualcomm (QCOM) | 0.0 | $224k | +237% | 1.5k | 152.38 | |
| Big Lots (BIG) | 0.0 | $224k | NEW | 5.2k | 43.02 | |
| AmerisourceBergen (ABC) | 0.0 | $223k | +11% | 2.3k | 97.64 | |
| Credit Suisse Ag Nassau Brh Lg Cap Grth Enh (FLGE) | 0.0 | $221k | 404.00 | 547.03 | ||
| Markel Corporation (MKL) | 0.0 | $219k | 212.00 | 1033.02 | ||
| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.0 | $217k | 5.0k | 43.54 | ||
| Hca Holdings (HCA) | 0.0 | $216k | 1.3k | 164.26 | ||
| Nucor Corporation (NUE) | 0.0 | $213k | 4.0k | 53.16 | ||
| Ishares Tr Barclays 7 10 Yr (IEF) | 0.0 | $211k | -56% | 1.8k | 119.89 | |
| Abbott Laboratories (ABT) | 0.0 | $207k | -15% | 1.9k | 109.58 | |
| Air Products & Chemicals (APD) | 0.0 | $201k | +12% | 737.00 | 272.73 | |
| United Parcel Service CL B (UPS) | 0.0 | $199k | +2% | 1.2k | 168.22 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $197k | +220% | 32k | 6.18 | |
| American Express Company (AXP) | 0.0 | $197k | +3% | 1.6k | 120.78 | |
| Ishares Silver Tr Ishares (SLV) | 0.0 | $197k | +12% | 8.0k | 24.59 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $194k | 398.00 | 487.44 | ||
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $190k | +56% | 505.00 | 376.24 | |
| Fastenal Company (FAST) | 0.0 | $189k | +2% | 3.9k | 48.94 | |
| Lincoln National Corporation (LNC) | 0.0 | $189k | -2% | 3.8k | 50.25 | |
| Us Bancorp Del Com New (USB) | 0.0 | $189k | +5% | 4.1k | 46.63 | |
| MercadoLibre (MELI) | 0.0 | $188k | 112.00 | 1678.57 | ||
| Dow (DOW) | 0.0 | $188k | 3.4k | 55.54 | ||
| Verisk Analytics (VRSK) | 0.0 | $187k | 901.00 | 207.55 | ||
| Black Knight (BKI) | 0.0 | $185k | 2.1k | 88.14 | ||
| Progressive Corporation (PGR) | 0.0 | $185k | +21% | 1.9k | 98.72 | |
| Euronet Worldwide (EEFT) | 0.0 | $185k | +4% | 1.3k | 145.10 | |
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $184k | -8% | 3.3k | 56.25 | |
| Seagate Technology SHS (STX) | 0.0 | $184k | -25% | 3.0k | 62.29 | |
| IDEXX Laboratories (IDXX) | 0.0 | $179k | 359.00 | 498.61 | ||
| Entegris (ENTG) | 0.0 | $177k | +8% | 1.8k | 95.99 | |
| CoStar (CSGP) | 0.0 | $176k | 190.00 | 926.32 | ||
| Best Buy (BBY) | 0.0 | $174k | 1.7k | 99.83 | ||
| Ishares Tr A Rate Cp Bd Etf (QLTA) | 0.0 | $174k | -42% | 3.0k | 58.55 | |
| Innovator Etfs Tr S&p 500 Buffer (BAPR) | 0.0 | $173k | -2% | 5.8k | 29.59 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $172k | -13% | 1.3k | 133.33 | |
| Spdr Ser Tr Blomberg Intl Tr (BWX) | 0.0 | $168k | 5.4k | 31.17 | ||
| Truist Financial Corp equities (TFC) | 0.0 | $164k | 3.4k | 47.81 | ||
| Booking Holdings (BKNG) | 0.0 | $163k | -5% | 73.00 | 2232.88 | |
| Teleflex Incorporated (TFX) | 0.0 | $163k | +2% | 397.00 | 410.58 | |
| Tyson Foods Cl A (TSN) | 0.0 | $161k | +83% | 2.5k | 64.55 | |
| Ishares Tr Phlx Semicnd Etf (SOXX) | 0.0 | $158k | 418.00 | 377.99 | ||
| Ross Stores (ROST) | 0.0 | $155k | 1.3k | 122.63 | ||
| Twilio Cl A (TWLO) | 0.0 | $154k | +28% | 455.00 | 338.46 | |
| Ss&c Technologies Holding (SSNC) | 0.0 | $153k | +16% | 2.1k | 72.79 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $150k | 423.00 | 354.61 | ||
| Docusign (DOCU) | 0.0 | $150k | +5% | 677.00 | 221.57 | |
| Teladoc (TDOC) | 0.0 | $149k | +42% | 745.00 | 200.00 | |
| Evergy (EVRG) | 0.0 | $148k | -11% | 2.7k | 55.56 | |
| Stanley Black & Decker (SWK) | 0.0 | $145k | -30% | 811.00 | 178.79 | |
| 3M Company (MMM) | 0.0 | $144k | 825.00 | 174.55 | ||
| Altria (MO) | 0.0 | $143k | 3.5k | 41.06 | ||
| Canadian Pacific Railway (CP) | 0.0 | $142k | +4% | 410.00 | 346.34 | |
| Veeva Sys Cl A Com (VEEV) | 0.0 | $140k | +39% | 515.00 | 271.84 | |
| Bank of America Corporation (BAC) | 0.0 | $140k | 4.6k | 30.41 | ||
| Okta Cl A (OKTA) | 0.0 | $139k | 546.00 | 254.58 | ||
| AutoZone (AZO) | 0.0 | $139k | NEW | 117.00 | 1188.03 | |
| Republic Services (RSG) | 0.0 | $138k | 1.4k | 96.03 | ||
| Old Dominion Freight Line (ODFL) | 0.0 | $138k | +52% | 707.00 | 195.19 | |
Past Filings by SRS Capital Advisors
SEC 13F filings are viewable for SRS Capital Advisors going back to 2016
- 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
- SRS Capital Advisors 2017 Q2 filed Aug. 14, 2017
- SRS Capital Advisors 2017 Q1 filed May 12, 2017
- SRS Capital Advisors 2016 Q4 filed Feb. 14, 2017