SRS Capital Advisors, Inc.

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 6, 2024
Value $
$1.03B
Signature - Title
Michael Riordan - Managing Director
Location
730 17 Th Street, Suite 107, Denver, CO
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 2,539 $1.03B +$101M -$20.2M +$80.3M IGSB, VUG, QQQ, VTV, SCHP 13F-HR 8/6/2024, 10:24 AM
Q1 2024 1,311 $948M +$30.6M -$28M +$2.6M IGSB, VUG, VTV, QQQ, SCHP 13F-HR 5/14/2024, 12:28 PM
Q4 2023 1,332 $898M +$115M -$100M +$14.5M IGSB, VTV, VUG, QQQ, SCHP 13F-HR 2/6/2024, 12:49 PM
Q3 2023 1,318 $803M +$140M -$93.3M +$47.1M IGSB, VUG, SCHP, VTV, QQQM 13F-HR 11/14/2023, 04:49 PM
Q2 2023 1,269 $783M +$70.3M -$67.2M +$3.06M SHV, IGSB, VTV, QQQM, VUG 13F-HR 8/14/2023, 04:31 PM
Q1 2023 1,270 $755M +$104M -$101M +$3.14M SHV, IGSB, VTV, SCHP, QQQM 13F-HR 5/16/2023, 01:47 PM
Q4 2022 1,272 $723M +$192M -$137M +$55.3M IGSB, VTV, SCHP, IWD, IJJ 13F-HR 2/24/2023, 04:17 PM
Q3 2022 1,205 $634M +$130M -$122M +$7.83M BIL, IGSB, VTV, IWD, TIP 13F-HR 11/3/2022, 03:37 PM
Q2 2022 1,154 $660M +$198M -$196M +$2.06M BIL, IGSB, IWN, IVW, VOT 13F-HR 8/22/2022, 04:02 PM
Q1 2022 1,079 $751M +$225M -$216M +$9.56M IJJ, IWO, IJS, IWF, IGSB 13F-HR 5/12/2022, 12:51 PM
Q4 2021 1,063 $789M +$106M -$90.2M +$16.3M TIP, IWF, IWS, IWD, IJK 13F-HR 2/8/2022, 04:39 PM
Q3 2021 916 $731M +$37.7M -$30.8M +$6.98M IWF, IWN, IWS, IWD, IJK 13F-HR 11/5/2021, 04:28 PM
Q2 2021 900 $734M +$183M -$193M -$10.9M IWN, IWF, IWS, IWD, IJK 13F-HR 8/2/2021, 04:30 PM
Q4 2020 714 $676M +$76M -$42.4M +$33.6M IWO, IWP, IWF, IWN, SHV 13F-HR 2/3/2021, 01:16 PM
Q3 2020 677 $593M +$139M -$132M +$6.85M SHV, IWP, LQD, IWO, IGSB 13F-HR 11/12/2020, 09:50 AM
Q2 2020 654 $562M +$169M -$91.5M +$77.2M IWF, IWP, IWO, TLH, IGSB 13F-HR 8/6/2020, 11:24 AM
Q1 2020 653 $434M +$170M -$30.3M +$140M IGSB, IEF, SHV, IEI, SPTS 13F-HR 5/13/2020, 11:18 AM
Q4 2019 574 $348M +$8.81M -$6.35M +$2.47M IGSB, SPTS, VO, MBB, VEA 13F-HR 2/7/2020, 03:59 PM
Q3 2019 573 $332M +$42.6M -$13.9M +$28.7M IGSB, SPTS, VO, MBB, FPE 13F-HR 11/1/2019, 11:37 AM
Q2 2019 576 $300M +$32.8M -$14.9M +$17.9M VO, IGSB, TIP, MBB, FPE 13F-HR 8/8/2019, 11:20 AM
Q4 2018 554 $252M +$62.2M -$33.1M +$29.2M IGSB, TIP, VO, MBB, FPE 13F-HR 2/6/2019, 05:25 PM
Q3 2018 615 $248M +$82.2M -$69.5M +$12.7M VO, IGSB, VTV, VEA, QQQ 13F-HR 11/5/2018, 05:48 PM
Q2 2018 487 $228M +$34M -$1.3M +$32.7M VO, VEA, VTV, TIP, QQQ 13F-HR 8/21/2018, 03:59 PM
Q1 2018 477 $193M +$20.1M -$55.2M -$35.1M VO, VEA, VTV, TIP, QQQ 13F-HR 5/14/2018, 05:27 PM
Q4 2017 461 $230M +$16.4M -$2.01M +$14.4M VO, VEA, JNK, VTV, QQQ 13F-HR 2/14/2018, 09:39 PM
Q3 2017 461 $208M +$23.6M -$31.2M -$7.61M VO, VEA, JNK, VTV, QQQ 13F-HR 11/15/2017, 09:35 AM
Q2 2017 503 $209M +$24.6M -$28.8M -$4.18M VEA, VO, JNK, AGG, VTV 13F-HR 8/14/2017, 10:28 AM
Q1 2017 530 $208M +$16M -$16.1M -$83.5K AGG, VEA, VO, JNK, VTV 13F-HR 5/11/2017, 05:48 PM
Q4 2016 541 $200M $0 $0 AGG, VEA, VO, JNK, VTV 13F-HR 2/14/2017, 01:21 PM