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The Analysis of SRH ADVISORS, LLC's Holdings & P&L

Currently, SRH ADVISORS, LLC holds 278 types of securities in its portfolio with a total value $349.5M. In the most recent quarter, they have increased their positions in AVMC (+8.1K shares, valued at $587.0K), AVLV (+6.1K shares, valued at $494.5K), FEBW (+14.5K shares, valued at $485.5K); decreased their positions in DIS (-4.9K shares, valued at $472.0K), VYM (-967 shares, valued at $143.2K), TOL (-755 shares, valued at $103.0K); initiated new positions in FEBW (+14.5K shares, valued at $485.5K), EHC (+1.0K shares, valued at $98.2K), AROC (+2.7K shares, valued at $93.1K).

1M P&L

+2.0M+1.74%

3M P&L

+2.5M+2.22%

HY P&L

+6.9M+6.45%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A73.4M

61.0%

2Banks - Diversified17.1M

14.2%

3Capital Markets3.8M

3.1%

Top Industries by Stock Count

1N/A72 stocks

28.3%

2Software - Application6 stocks

2.4%

3Semiconductors6 stocks

2.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SRH U S QUALITY ETF SRH U S QUALITY ETF4.3M shares0.00%2026-03-312026-04-29

SRH REIT COVERED CALL ETF SRH REIT COVERED CALL ETF879.3K shares0.00%2026-03-312026-04-29

SCHD Sch US Div Equity Etf880.5K shares-0.23%2026-03-312026-04-29

JPM Jpmorgan Chase & Co57.2K shares0.00%2026-03-312026-04-29

UTF Cohen & Steers408.3K shares0.01%2026-03-312026-04-29

SCHB Schw US Brd Mkt Etf395.0K shares-0.13%2026-03-312026-04-29

AVLV AVANTIS U S LARGE CAP VALUE ETF70.4K shares9.54%2026-03-312026-04-29

Berkshire Hathaway Inc B Berkshire Hathaway Inc B9.6K shares-1.34%2026-03-312026-04-29

Sponsored

EVR Evercore Inc11.5K shares0.00%2026-03-312026-04-29

STEW SRH Total Return Fund Inc188.9K shares0.08%2026-03-312026-04-29

IVV Ishares Core S&P 5004.9K shares0.00%2026-03-312026-04-29

Vanguard S&P 500 Etf Vanguard S&P 500 Etf5.1K shares0.00%2026-03-312026-04-29

VIG Vanguard Div Apprciation12.4K shares-3.28%2026-03-312026-04-29

WMT Wal-Mart Stores Inc17.8K shares0.11%2026-03-312026-04-29

MSFT Microsoft Corp5.4K shares-1.29%2026-03-312026-04-29

AAPL Apple Inc6.8K shares0.00%2026-03-312026-04-29

Sponsored

VYM Vanguard Whitehall Funds10.2K shares-8.63%2026-03-312026-04-29

BRK.A Berkshire Hathaway Inc A2 shares0.00%2026-03-312026-04-29

VCSH Vanguard Corp Bond Etf17.5K shares42.90%2026-03-312026-04-29

WTW Willis Towers Watson4.5K shares0.00%2026-03-312026-04-29

SO The Southern Company12.6K shares-0.16%2026-03-312026-04-29

AVMC Avantis U.S. Mid Cap Equity ETF15.0K shares117.84%2026-03-312026-04-29

NVDA Nvidia Corp5.8K shares0.00%2026-03-312026-04-29

TSLA Tesla Motors Inc2.1K shares0.00%2026-03-312026-04-29

Sponsored

VCIT Vanguard Intermediate9.1K shares16.28%2026-03-312026-04-29

Alphabet Inc. Alphabet Inc.2.5K shares0.37%2026-03-312026-04-29

ZIG Acquirers Etf18.2K shares0.00%2026-03-312026-04-29

NRG Nrg Energy Inc4.8K shares0.00%2026-03-312026-04-29

SDY Spdr S&P Dividend Etf4.5K shares0.00%2026-03-312026-04-29

SCHG Schwab US Large Cap21.2K shares0.00%2026-03-312026-04-29

BSV Vanguard Bond Index Fund7.7K shares0.00%2026-03-312026-04-29

KO Coca Cola Company7.7K shares0.00%2026-03-312026-04-29

Sponsored

AVDE Avantis International Equity ETF6.4K shares54.31%2026-03-312026-04-29

FEBW AllianzIM U.S. Large Cp Buffer20 Feb ETF14.5K sharesnew addition2026-03-312026-04-29

KR Kroger Company6.3K shares-12.45%2026-03-312026-04-29

SCHF Schw Intl Eq Etf17.6K shares0.00%2026-03-312026-04-29

META Meta Platforms Inc Class A665 shares7.26%2026-03-312026-04-29

SCHP Sch US Tips Etf12.9K shares-6.02%2026-03-312026-04-29

UNH Unitedhealth Group Inc1.2K shares-0.74%2026-03-312026-04-29

UNP Union Pacific Corp1.3K shares0.00%2026-03-312026-04-29

Sponsored

JNJ Johnson & Johnson1.2K shares0.00%2026-03-312026-04-29

CINF Cincinnati Financial Cp1.9K shares0.00%2026-03-312026-04-29

PAYX Paychex Inc3.0K shares0.00%2026-03-312026-04-29

Merck & Co Inc New Merck & Co Inc New2.3K shares0.00%2026-03-312026-04-29

PFE Pfizer Incorporated9.7K shares10.97%2026-03-312026-04-29

XLK Technology Select Sector2.0K shares0.00%2026-03-312026-04-29

IJR Ishares Core S&P Small2.1K shares0.00%2026-03-312026-04-29

LLY Lilly Eli & Company267 shares0.00%2026-03-312026-04-29

Sponsored

TGT Target Corporation2.0K shares0.00%2026-03-312026-04-29

PG Procter & Gamble1.7K shares0.24%2026-03-312026-04-29

TROW T. Rowe Price Group Inc2.6K shares-15.73%2026-03-312026-04-29

VZ Verizon Communicatn4.6K shares0.30%2026-03-312026-04-29

Stanley Black & Decker Inc Stanley Black & Decker Inc3.2K shares0.00%2026-03-312026-04-29

IYY Ishares Tr Dow Jones1.4K shares0.00%2026-03-312026-04-29

Draftkings Inc Draftkings Inc10.5K shares-2.56%2026-03-312026-04-29

FWRG First Watch Restaurant Group Inc21.2K shares-14.49%2026-03-312026-04-29

Sponsored

XOM Exxon Mobil Corporation1.3K shares0.00%2026-03-312026-04-29

XMLV Invesco S&P Midcap Low3.5K shares-15.34%2026-03-312026-04-29

AVDV Avantis International Small Cap Val ETF2.2K shares0.00%2026-03-312026-04-29

O Realty Incm Corp3.5K shares0.00%2026-03-312026-04-29

CVX Chevron Corporation1.0K shares0.00%2026-03-312026-04-29

VTI Vanguard Total Stock Mkt662 shares51.83%2026-03-312026-04-29

SCHZ Schwab US Aggregate Bond9.1K shares0.00%2026-03-312026-04-29

EBAY Ebay Inc2.3K shares0.04%2026-03-312026-04-29

Sponsored

Alphabet Inc. Alphabet Inc.700 shares0.00%2026-03-312026-04-29

HD Home Depot Inc573 shares-0.87%2026-03-312026-04-29

GFL GFL Environmental Inc4.5K shares0.00%2026-03-312026-04-29

DVY Ishares Select Dividend1.2K shares0.00%2026-03-312026-04-29

CSCO Cisco Systems Inc2.4K shares0.00%2026-03-312026-04-29

Citigroup Inc New Citigroup Inc New1.6K shares0.00%2026-03-312026-04-29

AMZN Amazon.Com Inc820 shares13.89%2026-03-312026-04-29

Invesco QQQ Trust Invesco QQQ Trust295 shares0.00%2026-03-312026-04-29

Sponsored

UBER Uber Technologies Inc2.3K shares0.00%2026-03-312026-04-29

IJH Ishares Core S&P Mid Cap2.4K shares0.00%2026-03-312026-04-29

SCHW Charles Schwab & Co.1.7K shares0.00%2026-03-312026-04-29

KMB Kimberly-Clark Corp1.6K shares0.00%2026-03-312026-04-29

PYPL Paypal Holdings Inco3.4K shares-29.13%2026-03-312026-04-29

SFM Sprouts Farmers Market Inc2.0K shares237.26%2026-03-312026-04-29

IWF Ishares Russell 1000356 shares0.00%2026-03-312026-04-29

TRV Travelers Companies515 shares0.00%2026-03-312026-04-29

Sponsored

SRE Sempra Energy1.5K shares-6.44%2026-03-312026-04-29

MMM 3m Company1.0K shares0.00%2026-03-312026-04-29

CART Maplebear Inc3.9K shares0.00%2026-03-312026-04-29

SCHO Sch St US Trsr Etf5.6K shares0.00%2026-03-312026-04-29

CORP Pimco Exch Traded Fund1.4K shares0.00%2026-03-312026-04-29

MS Morgan Stanley819 shares0.49%2026-03-312026-04-29

GTY Getty Realty Corp4.2K shares1.70%2026-03-312026-04-29

AEP American Electric Power Co Inc1.0K shares0.00%2026-03-312026-04-29

Sponsored

GLPI Gaming and Leisure Properties Inc3.0K shares1.72%2026-03-312026-04-29

BAC Bank Of America Corp2.7K shares0.00%2026-03-312026-04-29

QVAL Alpha Archtct US Quntv2.4K shares0.00%2026-03-312026-04-29

General Electric Company General Electric Company437 shares0.00%2026-03-312026-04-29

T A T & T Inc4.3K shares0.31%2026-03-312026-04-29

GPC Genuine Parts Co1.1K shares0.86%2026-03-312026-04-29

WFC Wells Fargo & Co New1.4K shares0.00%2026-03-312026-04-29

ADBE Adobe Systems Inc440 shares1660.00%2026-03-312026-04-29

Sponsored

CFFN Capitol Fed Finl Inc New15.0K shares0.00%2026-03-312026-04-29

LYFT Lyft Inc8.0K shares-5.59%2026-03-312026-04-29

OMAH VistaShares Trgt 15 Berkshire Sel IncETF5.7K shares3.86%2026-03-312026-04-29

IEFA Ishares Core Msci Eafe1.1K shares7.41%2026-03-312026-04-29

EHC Encompass Health Corp1.0K sharesnew addition2026-03-312026-04-29

EVRG Evergy Inc1.2K shares0.25%2026-03-312026-04-29

IBM Intl Business Machines400 shares0.00%2026-03-312026-04-29

COIN Coinbase Global Inc555 shares-7.50%2026-03-312026-04-29

Sponsored

AROC Archrock Inc2.7K sharesnew addition2026-03-312026-04-29

BURL Burlington Stores Inc. COM285 sharesnew addition2026-03-312026-04-29

BA Boeing Co463 shares0.00%2026-03-312026-04-29

COP Conocophillips698 shares0.00%2026-03-312026-04-29

STAG Stag Industrial Inc2.5K shares0.00%2026-03-312026-04-29

TOL Toll Brothers Inc650 shares-53.74%2026-03-312026-04-29

VXUS Vanguard Total1.1K shares771.09%2026-03-312026-04-29

GRBK Green Brick Partners Inc1.3K shares-4.58%2026-03-312026-04-29

Sponsored

IWD Ishares Russell 1000370 shares0.00%2026-03-312026-04-29

ICE Intercontinental Exchnge500 shares0.00%2026-03-312026-04-29

GILD Gilead Sciences Inc550 shares0.00%2026-03-312026-04-29

SCHV Schwab US Large Cap2.5K shares-40.00%2026-03-312026-04-29

VO Vanguard Mid-Cap ETF260 shares6.12%2026-03-312026-04-29

TXT Textron Incorporated822 shares0.00%2026-03-312026-04-29

BKH Black Hills Corp1.0K shares0.00%2026-03-312026-04-29

DHI D R Horton Co500 shares0.00%2026-03-312026-04-29

Sponsored

COWZ Pacer US Cash Cows 100 ETF1.0K shares0.00%2026-03-312026-04-29

RSPT Invesco S&P 500 Equal Weight Tech ETF1.4K shares0.00%2026-03-312026-04-29

VB Vanguard Small Cap Etf240 shares0.00%2026-03-312026-04-29

OKE Oneok Inc691 shares57.76%2026-03-312026-04-29

ISRG Intuitive Surgical New135 shares0.00%2026-03-312026-04-29

MCD Mc Donalds Corp200 shares0.00%2026-03-312026-04-29

MTH Meritage Homes Corp1.0K shares0.00%2026-03-312026-04-29

AXP American Express Company200 shares0.00%2026-03-312026-04-29

Sponsored

BAC-PL Bank Amer Corp50 shares0.00%2026-03-312026-04-29

XPO Xpo Logistics Inc290 shares0.00%2026-03-312026-04-29

ASML A S M L Holding Nv New42 shares0.00%2026-03-312026-04-29

PSX Phillips299 shares0.00%2026-03-312026-04-29

FWRD Forward Air Corp3.3K shares-19.55%2026-03-312026-04-29

IWO Ishares Tr Russell169 shares0.00%2026-03-312026-04-29

PSK Spdr Wells Fargo1.6K shares0.00%2026-03-312026-04-29

LOW Lowes Companies Inc207 shares0.00%2026-03-312026-04-29

Sponsored

ET Energy Transfer Lp2.3K shares0.00%2026-03-312026-04-29

SHAK Shake Shack Inc500 shares0.00%2026-03-312026-04-29

MLAB Mesa Labs Inc500 shares0.00%2026-03-312026-04-29

INTC Intel Corp1.0K shares-1.19%2026-03-312026-04-29

MTB M & T Bank Corporation200 shares0.00%2026-03-312026-04-29

SHY Ishares Tr Bond500 shares0.00%2026-03-312026-04-29

TRN Trinity Industries1.3K shares0.00%2026-03-312026-04-29

COST Costco Whsl Corp New40 shares0.00%2026-03-312026-04-29

Sponsored

TSM Taiwan Semiconductor Manufacturing Co Ltd113 shares0.00%2026-03-312026-04-29

PGX Invesco Preferred Etf3.5K shares0.00%2026-03-312026-04-29

AZO Autozone Inc11 shares0.00%2026-03-312026-04-29

FAST Fastenal Co800 shares0.00%2026-03-312026-04-29

ORCL Oracle Corporation252 shares0.00%2026-03-312026-04-29

EME EMCOR Group Inc50 shares0.00%2026-03-312026-04-29

SKT Tanger Fctry Outlet Ctrs1.1K shares0.00%2026-03-312026-04-29

SBUX Starbucks Corp400 shares-15.25%2026-03-312026-04-29

Sponsored

Ishares Gold Etf Ishares Gold Etf400 shares0.00%2026-03-312026-04-29

SYM SYMBOTIC CL A ORD650 shares-2.69%2026-03-312026-04-29

CAG Conagra Brands Inc2.2K shares124.11%2026-03-312026-04-29

CBRE CBRE Group Inc250 shares0.00%2026-03-312026-04-29

CEG CONSTELLATION ENERGY ORD WI113 shares0.00%2026-03-312026-04-29

SLF Sun Life Financial Inc500 shares0.00%2026-03-312026-04-29

ITA iShares US Aerospace & Defense ETF142 shares0.00%2026-03-312026-04-29

KKR & Co Inc KKR & Co Inc328 shares0.31%2026-03-312026-04-29

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VTWO Vanguard Russell 2000 ETF300 shares0.00%2026-03-312026-04-29

NVO Novo Nordisk A/S800 shares0.00%2026-03-312026-04-29

EXPD Expeditors Intl Wash200 shares0.00%2026-03-312026-04-29

QUBT Quantum Computing Inc4.2K shares0.00%2026-03-312026-04-29

KMI Kinder Morgan Inc840 shares0.36%2026-03-312026-04-29

HON Honeywell International124 shares0.00%2026-03-312026-04-29

RCL Royal Caribbean Group102 shares0.99%2026-03-312026-04-29

QABA First TRUST Etf Dv460 shares0.00%2026-03-312026-04-29

Sponsored

IEMG Ishares Core Msci384 shares0.00%2026-03-312026-04-29

AGG Ishares Core Total Etf250 shares0.00%2026-03-312026-04-29

AFL Aflac Inc226 shares0.00%2026-03-312026-04-29

EPI Wisdomtree India Earning565 shares0.00%2026-03-312026-04-29

IBP Installed Building Products Inc85 shares0.00%2026-03-312026-04-29

HOOD Robinhood Markets Inc COM USD0.0001 CL A310 shares0.00%2026-03-312026-04-29

SYY Sysco Corporation300 shares0.00%2026-03-312026-04-29

DIS Disney Walt Co215 shares-95.79%2026-03-312026-04-29

Sponsored

AMD Advanced Micro Devices Inc100 sharesnew addition2026-03-312026-04-29

JBS JBS NV CL A EXC11.1K shares0.00%2026-03-312026-04-29

QQQE Direxion NASDAQ-100203 shares0.00%2026-03-312026-04-29

QXO QXO Inc1.0K sharesnew addition2026-03-312026-04-29

ARM ARM Holdings PLC131 shares0.00%2026-03-312026-04-29

VTS VITESSE ENERGY ORD1.1K shares7.70%2026-03-312026-04-29

METU Direxion Daily META Bull 2X ETF870 shares0.00%2026-03-312026-04-29

RTX Raytheon Technologies Co100 shares0.00%2026-03-312026-04-29

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PFG Principal Financial Grp211 shares0.00%2026-03-312026-04-29

BUD Anheuser-Busch InBev SA/NV259 shares0.00%2026-03-312026-04-29

IWM Ishares Russell 200070 shares0.00%2026-03-312026-04-29

Medtronic Plc Medtronic Plc200 shares0.00%2026-03-312026-04-29

DXCM DexCom Inc275 shares0.00%2026-03-312026-04-29

MET Metlife Inc241 shares0.00%2026-03-312026-04-29

EXC Exelon Corporation340 shares0.00%2026-03-312026-04-29

SHOP Shopify Inc140 shares0.00%2026-03-312026-04-29

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FLC Flaherty & Crumrine1.0K shares0.00%2026-03-312026-04-29

CPRT Copart Inc496 shares0.00%2026-03-312026-04-29

APH Amphenol Corp Cl A128 shares0.00%2026-03-312026-04-29

JEPI JPMorgan Equity Premium Income ETF280 shares0.00%2026-03-312026-04-29

IGSB Ishares Tr Bond300 shares0.00%2026-03-312026-04-29

FE Firstenergy Corp308 shares0.00%2026-03-312026-04-29

PANW Palo Alto Networks88 sharesnew addition2026-03-312026-04-29

SAIA Saia Inc40 shares0.00%2026-03-312026-04-29

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IWR Ishares Russell Mid Cap144 shares0.00%2026-03-312026-04-29

Unilever Plc Adr New Unilever Plc Adr New236 shares0.00%2026-03-312026-04-29

DRLL STRIVE U S ENERGY ETF334 shares0.00%2026-03-312026-04-29

Duke Energy Corp New Duke Energy Corp New100 shares-35.48%2026-03-312026-04-29

Broadcom Inc Com Broadcom Inc Com42 shares0.00%2026-03-312026-04-29

ROST Ross Stores Inc58 shares0.00%2026-03-312026-04-29

Sirius Xm Hldgs Inc Sirius Xm Hldgs Inc502 shares-38.78%2026-03-312026-04-29

EPD Enterprise Products Partners LP300 shares0.00%2026-03-312026-04-29

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VNQ Vanguard Reit Etf125 shares0.00%2026-03-312026-04-29

PNW Pinnacle West Cap110 shares0.00%2026-03-312026-04-29

BMI Badger Meter Inc72 shares0.00%2026-03-312026-04-29

WRB Berkley W R Corporation163 shares0.00%2026-03-312026-04-29

TTWO Take Two Interactv53 shares0.00%2026-03-312026-04-29

TDG Transdigm Group Inc9 shares0.00%2026-03-312026-04-29

CLX Clorox Company100 shares0.00%2026-03-312026-04-29

GEHC GE HEALTHCARE TECHNOLOGIES ORD WI145 shares0.00%2026-03-312026-04-29

Sponsored

HST Host Hotels & Resorts511 shares0.00%2026-03-312026-04-29

XLI Select Sector Industrial60 shares0.00%2026-03-312026-04-29

MKL Markel Corp5 shares0.00%2026-03-312026-04-29

PRI Primerica Inc38 shares0.00%2026-03-312026-04-29

ACGL Arch Cap Group Ltd New99 shares0.00%2026-03-312026-04-29

BRO Brown & Brown Inc136 shares0.00%2026-03-312026-04-29

LSTR Landstar System Inc54 shares0.00%2026-03-312026-04-29

ADI Analog Devices Inc27 shares0.00%2026-03-312026-04-29

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V Visa Inc Cl A28 shares0.00%2026-03-312026-04-29

GGG Graco Incorporated99 shares0.00%2026-03-312026-04-29

SOLV Solventum Corp Com Shs125 shares0.00%2026-03-312026-04-29

MP MP Materials Corp164 shares0.00%2026-03-312026-04-29

NFLX Netflix Inc80 shares0.00%2026-03-312026-04-29

BN Brookfield Corp190 shares-15.18%2026-03-312026-04-29

EFX Equifax Inc42 shares0.00%2026-03-312026-04-29

MA Mastercard Inc15 shares0.00%2026-03-312026-04-29

Sponsored

RLI R L I Corp132 shares0.00%2026-03-312026-04-29

TJX T J X Cos Inc46 shares0.00%2026-03-312026-04-29

NXP Nuveen Select TaxFree Income510 shares0.00%2026-03-312026-04-29

WDFC Wd-40 Company34 shares0.00%2026-03-312026-04-29

EXPE Expedia Inc30 shares0.00%2026-03-312026-04-29

ADX Adams Express Co313 shares0.00%2026-03-312026-04-29

FCFS First Cash Finl Svcs Inc36 shares0.00%2026-03-312026-04-29

FDX Fedex Corporation19 shares0.00%2026-03-312026-04-29

Sponsored

VTV Vanguard Value ETF34 sharesnew addition2026-03-312026-04-29

VUG Vanguard Growth ETF15 sharesnew addition2026-03-312026-04-29

INGR Ingredion Inc56 shares0.00%2026-03-312026-04-29

JKHY Henry Jack & Assoc Inc39 shares0.00%2026-03-312026-04-29

CHKP Check Pt Software Tech38 shares0.00%2026-03-312026-04-29

CCL Carnival Corp206 shares-59.13%2026-03-312026-04-29

A O N Plc A O N Plc16 shares0.00%2026-03-312026-04-29

DG Dollar General Corp39 shares-22.00%2026-03-312026-04-29

Sponsored

LH Lab Cp Of Amer Hldg New17 shares0.00%2026-03-312026-04-29

ITW Illinois Tool Works Inc17 shares0.00%2026-03-312026-04-29

ALL Allstate Corporation20 shares-37.50%2026-03-312026-04-29

CDW Cdw Corp34 shares0.00%2026-03-312026-04-29

STZ Constellation Brands Inc24 shares0.00%2026-03-312026-04-29

CNI Canadian Natl Ry Co34 shares0.00%2026-03-312026-04-29

NWSA News Corp New Cl A138 shares0.00%2026-03-312026-04-29

BCPC Balchem Corp20 shares0.00%2026-03-312026-04-29

Sponsored

OEF iShares S&P 100 ETF10 sharesnew addition2026-03-312026-04-29

TER Teradyne Inc10 shares0.00%2026-03-312026-04-29

CGNX Cognex Corp60 shares0.00%2026-03-312026-04-29

DFIS Dimensional International Small Cap ETF84 sharesnew addition2026-03-312026-04-29

TECH Techne Corp Common52 shares0.00%2026-03-312026-04-29

Solstice Advanced Materials Inc Solstice Advanced Materials Inc31 shares0.00%2026-03-312026-04-29

LW Lamb Weston Holdings54 shares0.00%2026-03-312026-04-29

VEA Vanguard Ftse Developed35 shares0.00%2026-03-312026-04-29

Sponsored

PARAMOUNT SKYDANCE CORP CL B PARAMOUNT SKYDANCE CORP CL B248 shares0.00%2026-03-312026-04-29

DOW Dow Inc42 shares0.00%2026-03-312026-04-29

BF.B Brown Forman Corp Cl B55 shares0.00%2026-03-312026-04-29

VWO Vanguard Ftse Emerging22 shares0.00%2026-03-312026-04-29

FOUR Shift4 Payments Inc20 shares0.00%2026-03-312026-04-29

The Magnum Ice Cream Co NV The Magnum Ice Cream Co NV53 shares0.00%2026-03-312026-04-29

EMB iShares JPMorgan USD Emerg Markets Bond8 shares0.00%2026-03-312026-04-29

RIVN Rivian Automotive Inc Class A44 shares0.00%2026-03-312026-04-29

Sponsored

FLL Full House Resorts Inc232 shares0.00%2026-03-312026-04-29

ONON ON HOLDING CL A ORD11 shares0.00%2026-03-312026-04-29

VTRS Viatris Inc14 shares0.00%2026-03-312026-04-29

STLA Stellantis N V22 shares-82.68%2026-03-312026-04-29

NMAX NEWSMAX INC CLASS B20 shares0.00%2026-03-312026-04-29

Tilray Brands Inc Tilray Brands Inc15 shares0.00%2026-03-312026-04-29

SRH U S QUALITY ETF

0.00%

Shares4.3M

Event2026-03-31

Filed2026-04-29

SRH REIT COVERED CALL ETF

0.00%

Shares879.3K

Event2026-03-31

Filed2026-04-29

SCHD

Sch US Div Equity Etf

-0.23%

Shares880.5K

Event2026-03-31

Filed2026-04-29

JPM

Jpmorgan Chase & Co

0.00%

Shares57.2K

Event2026-03-31

Filed2026-04-29

UTF

Cohen & Steers

0.01%

Shares408.3K

Event2026-03-31

Filed2026-04-29

SCHB

Schw US Brd Mkt Etf

-0.13%

Shares395.0K

Event2026-03-31

Filed2026-04-29

AVLV

AVANTIS U S LARGE CAP VALUE ETF

9.54%

Shares70.4K

Event2026-03-31

Filed2026-04-29

Berkshire Hathaway Inc B

-1.34%

Shares9.6K

Event2026-03-31

Filed2026-04-29

EVR

Evercore Inc

0.00%

Shares11.5K

Event2026-03-31

Filed2026-04-29

STEW

SRH Total Return Fund Inc

0.08%

Shares188.9K

Event2026-03-31

Filed2026-04-29

IVV

Ishares Core S&P 500

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-29

Vanguard S&P 500 Etf

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-29

VIG

Vanguard Div Apprciation

-3.28%

Shares12.4K

Event2026-03-31

Filed2026-04-29

WMT

Wal-Mart Stores Inc

0.11%

Shares17.8K

Event2026-03-31

Filed2026-04-29

MSFT

Microsoft Corp

-1.29%

Shares5.4K

Event2026-03-31

Filed2026-04-29

AAPL

Apple Inc

0.00%

Shares6.8K

Event2026-03-31

Filed2026-04-29

VYM

Vanguard Whitehall Funds

-8.63%

Shares10.2K

Event2026-03-31

Filed2026-04-29

BRK.A

Berkshire Hathaway Inc A

0.00%

Shares2

Event2026-03-31

Filed2026-04-29

VCSH

Vanguard Corp Bond Etf

42.90%

Shares17.5K

Event2026-03-31

Filed2026-04-29

WTW

Willis Towers Watson

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-29

The Southern Company

-0.16%

Shares12.6K

Event2026-03-31

Filed2026-04-29

AVMC

Avantis U.S. Mid Cap Equity ETF

117.84%

Shares15.0K

Event2026-03-31

Filed2026-04-29

NVDA

Nvidia Corp

0.00%

Shares5.8K

Event2026-03-31

Filed2026-04-29

TSLA

Tesla Motors Inc

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-29

VCIT

Vanguard Intermediate

16.28%

Shares9.1K

Event2026-03-31

Filed2026-04-29

Alphabet Inc.

0.37%

Shares2.5K

Event2026-03-31

Filed2026-04-29

ZIG

Acquirers Etf

0.00%

Shares18.2K

Event2026-03-31

Filed2026-04-29

NRG

Nrg Energy Inc

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-29

SDY

Spdr S&P Dividend Etf

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-29

SCHG

Schwab US Large Cap

0.00%

Shares21.2K

Event2026-03-31

Filed2026-04-29

BSV

Vanguard Bond Index Fund

0.00%

Shares7.7K

Event2026-03-31

Filed2026-04-29

Coca Cola Company

0.00%

Shares7.7K

Event2026-03-31

Filed2026-04-29

AVDE

Avantis International Equity ETF

54.31%

Shares6.4K

Event2026-03-31

Filed2026-04-29

FEBW

AllianzIM U.S. Large Cp Buffer20 Feb ETF

New

Shares14.5K

Event2026-03-31

Filed2026-04-29

Kroger Company

-12.45%

Shares6.3K

Event2026-03-31

Filed2026-04-29

SCHF

Schw Intl Eq Etf

0.00%

Shares17.6K

Event2026-03-31

Filed2026-04-29