Srs Capital Advisors, Inc. has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.5 Billion distributed in 2415 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $74M, Vanguard Value ETF with a value of $46.8M, Vanguard Mid Cap ETF with a value of $43.7M, First Trust Rising Dividend Ac with a value of $41.9M, and Ishares Trust Ishares 1 5 Year with a value of $39.7M.

Examining the 13F form we can see an increase of $429M in the current position value, from $1.07B to 1.5B.

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 $1.5 Billion
ETFs: $1.16 Billion
Technology: $89.6 Million
Financial Services: $47.6 Million
Consumer Cyclical: $43.3 Million
Healthcare: $36.6 Million
Industrials: $30.2 Million
Communication Services: $27 Million
Consumer Defensive: $16.6 Million
Other: $40.1 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 2,415
  • Current Value $1.5 Billion
  • Prior Value $1.07 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 225 stocks
  • Additional Purchases 1,025 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 619 stocks
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