SRS Capital Advisors, Inc. Buys Amgen Inc, Truist Financial Corp, AbbVie Inc, Sells Connecticut Water Service Inc, FedEx Corp, iShares iBoxx $ Investment Grade Corporate Bond ET

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Feb 07, 2020
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Investment company SRS Capital Advisors, Inc. (Current Portfolio) buys Amgen Inc, Truist Financial Corp, AbbVie Inc, iShares MSCI EAFE Small-Cap ETF, TJX Inc, sells Connecticut Water Service Inc, FedEx Corp, iShares iBoxx $ Investment Grade Corporate Bond ET, Raytheon Co, Parker Hannifin Corp during the 3-months ended 2019Q4, according to the most recent filings of the investment company, SRS Capital Advisors, Inc.. As of 2019Q4, SRS Capital Advisors, Inc. owns 554 stocks with a total value of $332 million. These are the details of the buys and sells.

For the details of SRS Capital Advisors, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/srs+capital+advisors%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of SRS Capital Advisors, Inc.
  1. iShares 1-3 Year Credit Bond ETF (IGSB) - 459,854 shares, 7.43% of the total portfolio. Shares added by 3.05%
  2. SPDR Barclays Short Term Treasury ETF (SPTS) - 678,680 shares, 6.13% of the total portfolio. Shares added by 4.01%
  3. Vanguard Mid-Cap ETF (VO) - 105,589 shares, 5.67% of the total portfolio. Shares reduced by 0.98%
  4. iShares MBS ETF (MBB) - 159,500 shares, 5.19% of the total portfolio. Shares added by 2.37%
  5. Vanguard FTSE Developed Markets ETF (VEA) - 366,042 shares, 4.86% of the total portfolio. Shares added by 1.11%
New Purchase: Truist Financial Corp (BBK)

SRS Capital Advisors, Inc. initiated holding in Truist Financial Corp. The purchase prices were between $46.2 and $50.5, with an estimated average price of $48.71. The stock is now traded at around $49.00. The impact to a portfolio due to this purchase was 0.09%. The holding were 5,430 shares as of .

New Purchase: General Dynamics Corp (GD)

SRS Capital Advisors, Inc. initiated holding in General Dynamics Corp. The purchase prices were between $173.54 and $187.08, with an estimated average price of $179.58. The stock is now traded at around $186.74. The impact to a portfolio due to this purchase was 0.03%. The holding were 583 shares as of .

New Purchase: Lululemon Athletica Inc (LULU)

SRS Capital Advisors, Inc. initiated holding in Lululemon Athletica Inc. The purchase prices were between $189.13 and $233.19, with an estimated average price of $213.94. The stock is now traded at around $243.51. The impact to a portfolio due to this purchase was 0.02%. The holding were 247 shares as of .

New Purchase: Marriott International Inc (MAR)

SRS Capital Advisors, Inc. initiated holding in Marriott International Inc. The purchase prices were between $117.67 and $153.13, with an estimated average price of $134.53. The stock is now traded at around $144.07. The impact to a portfolio due to this purchase was 0.02%. The holding were 415 shares as of .

New Purchase: Mesa Laboratories Inc (MLAB)

SRS Capital Advisors, Inc. initiated holding in Mesa Laboratories Inc. The purchase prices were between $213.21 and $251.5, with an estimated average price of $234.29. The stock is now traded at around $268.21. The impact to a portfolio due to this purchase was 0.02%. The holding were 235 shares as of .

New Purchase: Twilio Inc (TWLO)

SRS Capital Advisors, Inc. initiated holding in Twilio Inc. The purchase prices were between $91.06 and $116.59, with an estimated average price of $102. The stock is now traded at around $122.21. The impact to a portfolio due to this purchase was 0.01%. The holding were 272 shares as of .

Added: Amgen Inc (AMGN)

SRS Capital Advisors, Inc. added to a holding in Amgen Inc by 420.72%. The purchase prices were between $189.21 and $243.2, with an estimated average price of $221.4. The stock is now traded at around $229.33. The impact to a portfolio due to this purchase was 0.35%. The holding were 5,931 shares as of .

Added: AbbVie Inc (ABBV)

SRS Capital Advisors, Inc. added to a holding in AbbVie Inc by 145.82%. The purchase prices were between $72.13 and $90.25, with an estimated average price of $83.36. The stock is now traded at around $92.29. The impact to a portfolio due to this purchase was 0.07%. The holding were 4,560 shares as of .

Added: iShares MSCI EAFE Small-Cap ETF (SCZ)

SRS Capital Advisors, Inc. added to a holding in iShares MSCI EAFE Small-Cap ETF by 230.64%. The purchase prices were between $55.92 and $62.67, with an estimated average price of $60.18. The stock is now traded at around $60.77. The impact to a portfolio due to this purchase was 0.05%. The holding were 3,723 shares as of .

Added: TJX Companies Inc (TJX)

SRS Capital Advisors, Inc. added to a holding in TJX Companies Inc by 34.53%. The purchase prices were between $53.98 and $61.17, with an estimated average price of $59.23. The stock is now traded at around $61.38. The impact to a portfolio due to this purchase was 0.03%. The holding were 5,755 shares as of .

Added: iShares Core Growth Allocation ETF (AOR)

SRS Capital Advisors, Inc. added to a holding in iShares Core Growth Allocation ETF by 39.81%. The purchase prices were between $44.77 and $47.93, with an estimated average price of $46.49. The stock is now traded at around $48.43. The impact to a portfolio due to this purchase was 0.02%. The holding were 4,952 shares as of .

Added: Smith & Nephew PLC (SNN)

SRS Capital Advisors, Inc. added to a holding in Smith & Nephew PLC by 121.10%. The purchase prices were between $42.26 and $48.5, with an estimated average price of $45.14. The stock is now traded at around $48.25. The impact to a portfolio due to this purchase was 0.02%. The holding were 2,169 shares as of .

Sold Out: Connecticut Water Service Inc (CTWS)

SRS Capital Advisors, Inc. sold out a holding in Connecticut Water Service Inc. The sale prices were between $69.95 and $70.01, with an estimated average price of $69.98.

Sold Out: Raytheon Co (RTN)

SRS Capital Advisors, Inc. sold out a holding in Raytheon Co. The sale prices were between $191.28 and $221.02, with an estimated average price of $211.93.

Sold Out: The Carlyle Group Inc (CG)

SRS Capital Advisors, Inc. sold out a holding in The Carlyle Group Inc. The sale prices were between $24.33 and $32.08, with an estimated average price of $28.38.

Sold Out: Parker Hannifin Corp (PH)

SRS Capital Advisors, Inc. sold out a holding in Parker Hannifin Corp. The sale prices were between $166.61 and $209.3, with an estimated average price of $194.31.

Sold Out: Versum Materials Inc (VSM)

SRS Capital Advisors, Inc. sold out a holding in Versum Materials Inc. The sale prices were between $52.97 and $52.99, with an estimated average price of $52.98.

Sold Out: Schlumberger Ltd (SLB)

SRS Capital Advisors, Inc. sold out a holding in Schlumberger Ltd. The sale prices were between $30.71 and $40.79, with an estimated average price of $35.85.



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