The Analysis of SRH ADVISORS, LLC's Holdings
Currently, SRH ADVISORS, LLC holds 277 types of securities in its portfolio with a total value $342.5M. In the most recent quarter, they have increased their positions in AVLV (+19.6K shares, valued at $1.4M), UNH (+940 shares, valued at $324.6K), AVDE (+2.8K shares, valued at $218.2K); decreased their positions in SCHD (-16.7K shares, valued at $457.0K), INTC (-5.8K shares, valued at $196.3K), KMB (-1.2K shares, valued at $152.3K); initiated new positions in AVDE (+2.8K shares, valued at $218.2K), AVDV (+1.7K shares, valued at $155.4K), TROW (+1.1K shares, valued at $108.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHD SCHWAB STRATEGIC TR909.6K shares-1.81%2025-09-302025-10-17
JPM JPMORGAN CHASE & CO57.2K shares0.00%2025-09-302025-10-17
UTF COHEN & STEERS INFRASTRUCTUR407.9K shares0.01%2025-09-302025-10-17
SCHB SCHWAB STRATEGIC TR387.9K shares0.02%2025-09-302025-10-17
BRK.B BERKSHIRE HATHAWAY INC DEL9.6K shares-1.03%2025-09-302025-10-17
AVLV AMERICAN CENTY ETF TR56.9K shares52.74%2025-09-302025-10-17
EVR EVERCORE INC11.5K shares0.00%2025-09-302025-10-17
STEW SRH TOTAL RETURN FUND INC188.6K shares0.43%2025-09-302025-10-17
IVV ISHARES TR4.9K shares0.00%2025-09-302025-10-17
VOO VANGUARD INDEX FDS5.1K shares0.00%2025-09-302025-10-17
MSFT MICROSOFT CORP5.4K shares-1.79%2025-09-302025-10-17
VIG VANGUARD GROUP12.9K shares0.01%2025-09-302025-10-17
WMT WALMART INC17.8K shares-2.19%2025-09-302025-10-17
AAPL APPLE INC6.8K shares0.01%2025-09-302025-10-17
VYM VANGUARD WHITEHALL FDS INC11.4K shares-6.63%2025-09-302025-10-17
WTW WILLIS TOWERS WATSON PUB LTD4.5K shares0.00%2025-09-302025-10-17
BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-09-302025-10-17
SO SOUTHERN CO12.5K shares0.00%2025-09-302025-10-17
NVDA NVIDIA CORP5.9K shares0.00%2025-09-302025-10-17
TSLA TESLA INC2.1K shares0.00%2025-09-302025-10-17
ZIG ETF SER SOLUTIONS22.0K shares-5.92%2025-09-302025-10-17
NRG NRG ENERGY INC4.8K shares0.00%2025-09-302025-10-17
SCHG SCHWAB STRATEGIC TR21.2K shares0.00%2025-09-302025-10-17
BSV VANGUARD BD INDEX FD INC8.0K shares0.00%2025-09-302025-10-17
SDY SPDR SERIES TRUST4.5K shares0.00%2025-09-302025-10-17
DIS DISNEY WALT CO5.1K shares0.00%2025-09-302025-10-17
GOOGL ALPHABET INC2.3K shares0.00%2025-09-302025-10-17
SCHP SCHWAB STRATEGIC TR20.5K shares-1.78%2025-09-302025-10-17
KO COCA COLA CO7.6K shares0.22%2025-09-302025-10-17
VCSH VANGUARD SCOTTSDALE FDS6.0K shares0.00%2025-09-302025-10-17
KR KROGER CO7.0K shares-2.44%2025-09-302025-10-17
META META PLATFORMS INC589 shares0.00%2025-09-302025-10-17
PG PROCTER AND GAMBLE CO2.7K shares0.15%2025-09-302025-10-17
DKNG DRAFTKINGS INC NEW10.9K shares42.41%2025-09-302025-10-17
FWRG FIRST WATCH RESTAURANT GROUP26.0K shares-5.02%2025-09-302025-10-17
SCHF SCHWAB STRATEGIC TR17.5K shares20.54%2025-09-302025-10-17
CVX CHEVRON CORP NEW2.5K shares0.00%2025-09-302025-10-17
PAYX PAYCHEX INC3.0K shares-5.27%2025-09-302025-10-17
UNH UNITEDHEALTH GROUP INC992 shares1807.69%2025-09-302025-10-17
UNP UNION PAC CORP1.3K shares0.00%2025-09-302025-10-17
CINF CINCINNATI FINL CORP1.9K shares0.00%2025-09-302025-10-17
XLK SELECT SECTOR SPDR TR1.0K shares0.00%2025-09-302025-10-17
SWK STANLEY BLACK & DECKER INC3.6K shares-2.70%2025-09-302025-10-17
XMLV INVESCO EXCHNG TRADED FD TR4.1K shares0.00%2025-09-302025-10-17
IJR ISHARES TR2.1K shares0.00%2025-09-302025-10-17
KMB KIMBERLY CLARK CORP1.9K shares-39.20%2025-09-302025-10-17
IYY ISHARES TR1.4K shares0.00%2025-09-302025-10-17
HD HOME DEPOT INC572 shares0.00%2025-09-302025-10-17
VTI VANGUARD INDEX FDS696 shares-6.07%2025-09-302025-10-17
JNJ JOHNSON & JOHNSON1.2K shares-12.03%2025-09-302025-10-17
UBER UBER TECHNOLOGIES INC2.3K shares0.00%2025-09-302025-10-17
PYPL PAYPAL HLDGS INC3.3K shares-25.78%2025-09-302025-10-17
AVDE AMERICAN CENTY ETF TR2.8K sharesnew addition2025-09-302025-10-17
SCHZ SCHWAB STRATEGIC TR9.1K shares0.00%2025-09-302025-10-17
GFL GFL ENVIRONMENTAL INC4.5K shares12.50%2025-09-302025-10-17
EBAY EBAY INC.2.3K shares-11.75%2025-09-302025-10-17
LLY LILLY ELI & CO267 shares0.00%2025-09-302025-10-17
SKT TANGER FACTORY OUTLET CTRS I5.7K shares0.00%2025-09-302025-10-17
LYFT LYFT INC8.7K shares122.68%2025-09-302025-10-17
MRK MERCK & CO INC2.3K shares0.00%2025-09-302025-10-17
O REALTY INCOME CORP3.1K shares0.00%2025-09-302025-10-17
SCHO SCHWAB STRATEGIC TR7.6K shares0.00%2025-09-302025-10-17
COIN COINBASE GLOBAL INC545 shares9.00%2025-09-302025-10-17
TGT TARGET CORP2.0K shares0.00%2025-09-302025-10-17
QQQ INVESCO QQQ TR295 shares0.00%2025-09-302025-10-17
SCHW SCHWAB CHARLES CORP NEW1.9K shares0.00%2025-09-302025-10-17
DVY ISHARES TR1.2K shares0.00%2025-09-302025-10-17
GOOG ALPHABET INC700 shares0.00%2025-09-302025-10-17
IBM INTERNATIONAL BUSINESS MACHS600 shares0.00%2025-09-302025-10-17
IWF ISHARES TR356 shares0.00%2025-09-302025-10-17
CSCO CISCO SYS INC2.4K shares0.00%2025-09-302025-10-17
C CITIGROUP INC1.6K shares0.00%2025-09-302025-10-17
IJH ISHARES TR2.4K shares0.00%2025-09-302025-10-17
AVDV AMERICAN CENTY ETF TR1.7K sharesnew addition2025-09-302025-10-17
MMM 3M CO1.0K shares0.00%2025-09-302025-10-17
CART MAPLEBEAR INC4.1K shares203.70%2025-09-302025-10-17
XOM EXXON MOBIL CORP1.3K shares0.00%2025-09-302025-10-17
AMZN AMAZON COM INC660 shares0.00%2025-09-302025-10-17
SRE SEMPRA ENERGY1.6K shares0.00%2025-09-302025-10-17
GPC GENUINE PARTS CO1.0K shares-31.91%2025-09-302025-10-17
TRV TRAVELERS COMPANIES INC515 shares0.00%2025-09-302025-10-17
BAC BANK AMER CORP2.7K shares0.00%2025-09-302025-10-17
CORP PIMCO ETF TR1.4K shares0.00%2025-09-302025-10-17
K KELLANOVA1.6K shares0.00%2025-09-302025-10-17
GLPI GAMING & LEISURE PPTYS INC2.9K shares23.73%2025-09-302025-10-17
GE GENERAL ELECTRIC CO437 shares0.00%2025-09-302025-10-17
PFE PFIZER INC5.1K shares0.00%2025-09-302025-10-17
MS MORGAN STANLEY810 shares0.50%2025-09-302025-10-17
GRBK GREEN BRICK PARTNERS INC1.7K shares0.00%2025-09-302025-10-17
T AT&T INC4.3K shares0.30%2025-09-302025-10-17
SCHV SCHWAB STRATEGIC TR4.1K shares0.00%2025-09-302025-10-17
WFC WELLS FARGO CO NEW1.4K shares0.00%2025-09-302025-10-17
AEP AMERICAN ELEC PWR CO INC1.0K shares0.00%2025-09-302025-10-17
QVAL EA SERIES TRUST2.4K shares0.00%2025-09-302025-10-17
VZ VERIZON COMMUNICATIONS INC2.5K shares0.00%2025-09-302025-10-17
GTY GETTY RLTY CORP NEW4.0K shares1.71%2025-09-302025-10-17
TROW PRICE T ROWE GROUP INC1.1K sharesnew addition2025-09-302025-10-17
FWRD FORWARD AIR CORP4.0K shares-7.97%2025-09-302025-10-17
OMAH TIDAL TRUST III5.3K shares69.95%2025-09-302025-10-17
TOL TOLL BROTHERS INC695 shares6.92%2025-09-302025-10-17
CFFN CAPITOL FED FINL INC15.0K shares0.00%2025-09-302025-10-17
IEFA ISHARES TR1.0K shares0.00%2025-09-302025-10-17
STAG STAG INDL INC2.5K shares0.00%2025-09-302025-10-17
BA BOEING CO405 shares0.00%2025-09-302025-10-17
DHI D R HORTON INC500 shares0.00%2025-09-302025-10-17
ICE INTERCONTINENTAL EXCHANGE IN500 shares0.00%2025-09-302025-10-17
QUBT QUANTUM COMPUTING INC4.2K shares0.00%2025-09-302025-10-17
IWD ISHARES TR370 shares0.00%2025-09-302025-10-17
MTH MERITAGE HOMES CORP1.0K shares0.00%2025-09-302025-10-17
VO VANGUARD INDEX FDS245 shares0.00%2025-09-302025-10-17
ORCL ORACLE CORP252 shares0.00%2025-09-302025-10-17
STLD STEEL DYNAMICS INC500 shares0.00%2025-09-302025-10-17
TXT TEXTRON INC822 shares0.00%2025-09-302025-10-17
GEV GE VERNOVA INC109 shares0.00%2025-09-302025-10-17
AXP AMERICAN EXPRESS CO200 shares0.00%2025-09-302025-10-17
COP CONOCOPHILLIPS698 shares0.00%2025-09-302025-10-17
BAC-PL BK OF AMERICA CORP50 shares0.00%2025-09-302025-10-17
RSPT INVESCO EXCHANGE TRADED FD T1.4K shares0.00%2025-09-302025-10-17
BKH BLACK HILLS CORP1.0K shares0.00%2025-09-302025-10-17
GILD GILEAD SCIENCES INC550 shares0.00%2025-09-302025-10-17
VB VANGUARD INDEX FDS240 shares0.00%2025-09-302025-10-17
MCD MCDONALDS CORP200 shares0.00%2025-09-302025-10-17
EVRG EVERGY INC797 shares0.00%2025-09-302025-10-17
ISRG INTUITIVE SURGICAL INC135 shares0.00%2025-09-302025-10-17
COWZ PACER FDS TR1.0K shares0.00%2025-09-302025-10-17
SCHH SCHWAB STRATEGIC TR2.6K shares0.46%2025-09-302025-10-17
IWO ISHARES TR169 shares0.00%2025-09-302025-10-17
PSK SPDR SERIES TRUST1.6K shares0.00%2025-09-302025-10-17
LOW LOWES COS INC207 shares0.00%2025-09-302025-10-17
AZO AUTOZONE INC11 shares0.00%2025-09-302025-10-17
SHAK SHAKE SHACK INC500 shares0.00%2025-09-302025-10-17
NVO NOVO-NORDISK A S800 sharesnew addition2025-09-302025-10-17
IBP INSTALLED BLDG PRODS INC175 shares-14.63%2025-09-302025-10-17
SHY ISHARES TR500 shares0.00%2025-09-302025-10-17
PSX PHILLIPS 66299 shares0.00%2025-09-302025-10-17
ASML ASML HOLDING N V42 shares0.00%2025-09-302025-10-17
PGX INVESCO EXCHNG TRADED FD TR3.5K shares0.00%2025-09-302025-10-17
ET ENERGY TRANSFER L P2.3K shares0.00%2025-09-302025-10-17
ALSN ALLISON TRANSMISSION HLDGS468 shares0.00%2025-09-302025-10-17
MTB M & T BK CORP200 shares0.00%2025-09-302025-10-17
CBRE CBRE GROUP INC250 shares0.00%2025-09-302025-10-17
FAST FASTENAL CO800 shares0.00%2025-09-302025-10-17
XPO XPO LOGISTICS INC290 shares0.00%2025-09-302025-10-17
CEG CONSTELLATION ENERGY CORP113 shares0.00%2025-09-302025-10-17
COST COSTCO WHSL CORP NEW40 shares0.00%2025-09-302025-10-17
SYM SYMBOTIC INC668 shares2.77%2025-09-302025-10-17
TRN TRINITY INDS INC1.3K shares0.00%2025-09-302025-10-17
INTC INTEL CORP1.0K shares-85.25%2025-09-302025-10-17
SBUX STARBUCKS CORP400 shares0.00%2025-09-302025-10-17
MLAB MESA LABS INC500 shares0.00%2025-09-302025-10-17
EME EMCOR GROUP INC50 shares0.00%2025-09-302025-10-17
TSM TAIWAN SEMICONDUCTOR MFG LTD113 shares0.00%2025-09-302025-10-17
SLF SUN LIFE FINL INC500 shares0.00%2025-09-302025-10-17
ITA ISHARES TR142 sharesnew addition2025-09-302025-10-17
VTWO VANGUARD SCOTTSDALE FDS300 shares0.00%2025-09-302025-10-17
IAU ISHARES GOLD TRUST400 shares0.00%2025-09-302025-10-17
HON HONEYWELL INTL INC124 shares0.00%2025-09-302025-10-17
QABA FIRST TR NASDAQ ABA CMNTY BK460 shares0.00%2025-09-302025-10-17
IEMG ISHARES INC384 shares0.00%2025-09-302025-10-17
AFL AFLAC INC226 shares0.00%2025-09-302025-10-17
AGG ISHARES TR250 shares0.00%2025-09-302025-10-17
EPI WISDOMTREE TR565 shares0.00%2025-09-302025-10-17
SYY SYSCO CORP300 shares0.00%2025-09-302025-10-17
EXPD EXPEDITORS INTL WASH INC200 shares0.00%2025-09-302025-10-17
VTS VITESSE ENERGY INC1.0K shares0.00%2025-09-302025-10-17
CPRT COPART INC496 shares0.00%2025-09-302025-10-17
SHOP SHOPIFY INC140 shares0.00%2025-09-302025-10-17
QQQE DIREXION SHS ETF TR203 sharesnew addition2025-09-302025-10-17
MET METLIFE INC241 shares0.00%2025-09-302025-10-17
CYBR CYBERARK SOFTWARE LTD40 shares0.00%2025-09-302025-10-17
MDT MEDTRONIC PLC200 shares0.00%2025-09-302025-10-17
ARM ARM HOLDINGS PLC131 shares0.00%2025-09-302025-10-17
DXCM DEXCOM INC275 shares0.00%2025-09-302025-10-17
EBF ENNIS INC1.0K shares0.00%2025-09-302025-10-17
FLC FLAHERTY & CRUMRINE TOTAL RE1.0K shares0.00%2025-09-302025-10-17
PFG PRINCIPAL FINL GROUP INC211 shares0.00%2025-09-302025-10-17
IWM ISHARES TR70 shares0.00%2025-09-302025-10-17
JBS JBS N.V.1.1K sharesnew addition2025-09-302025-10-17
RTX RAYTHEON TECHNOLOGIES CORP100 shares0.00%2025-09-302025-10-17
JEPI J P MORGAN EXCHANGE TRADED280 shares0.00%2025-09-302025-10-17
IGSB ISHARES TR300 shares0.00%2025-09-302025-10-17
APH AMPHENOL CORP NEW128 shares0.00%2025-09-302025-10-17
UL UNILEVER PLC267 shares0.00%2025-09-302025-10-17
ACA ARCOSA INC166 shares0.00%2025-09-302025-10-17
BUD ANHEUSER BUSCH INBEV SA/NV259 shares0.00%2025-09-302025-10-17
EXC EXELON CORP340 shares0.00%2025-09-302025-10-17
KMI KINDER MORGAN INC DEL534 shares0.00%2025-09-302025-10-17
OKE ONEOK INC NEW197 shares0.00%2025-09-302025-10-17
FE FIRSTENERGY CORP308 shares0.00%2025-09-302025-10-17
IWR ISHARES TR144 shares0.00%2025-09-302025-10-17
AVGO BROADCOM INC42 sharesnew addition2025-09-302025-10-17
TTD THE TRADE DESK INC280 shares0.00%2025-09-302025-10-17
BMI BADGER METER INC72 shares0.00%2025-09-302025-10-17
BRO BROWN & BROWN INC136 shares0.00%2025-09-302025-10-17
WRB W R BERKLEY CORPORATION163 shares0.00%2025-09-302025-10-17
DUK DUKE ENERGY CORP NEW100 shares-42.86%2025-09-302025-10-17
CLX CLOROX CO DEL100 shares0.00%2025-09-302025-10-17
SAIA SAIA INC40 shares0.00%2025-09-302025-10-17
TDG TRANSDIGM GROUP INC9 shares0.00%2025-09-302025-10-17
SIRI SIRIUSXM HOLDINGS INC502 shares-7.72%2025-09-302025-10-17
SPR SPIRIT AEROSYSTEMS HLDGS INC300 shares0.00%2025-09-302025-10-17
VNQ VANGUARD INDEX FDS125 shares0.00%2025-09-302025-10-17
ZS ZSCALER INC37 shares0.00%2025-09-302025-10-17
MP MP MATERIALS CORP164 sharesnew addition2025-09-302025-10-17
GEHC GE HEALTHCARE TECHNOLOGIES145 shares0.00%2025-09-302025-10-17
SFM SPROUTS FMRS MKT INC100 shares0.00%2025-09-302025-10-17
EFX EQUIFAX INC42 shares0.00%2025-09-302025-10-17
PRI PRIMERICA INC38 shares0.00%2025-09-302025-10-17
PNW PINNACLE WEST CAP CORP110 shares0.00%2025-09-302025-10-17
HUBS HUBSPOT INC21 shares0.00%2025-09-302025-10-17
DRLL EA SERIES TRUST334 shares0.00%2025-09-302025-10-17
V VISA INC28 shares0.00%2025-09-302025-10-17
MKL MARKEL CORP5 shares0.00%2025-09-302025-10-17
VXUS VANGUARD STAR FD128 shares0.00%2025-09-302025-10-17
XLI SELECT SECTOR SPDR TR60 shares0.00%2025-09-302025-10-17
SOLV SOLVENTUM CORP125 shares0.00%2025-09-302025-10-17
ACGL ARCH CAP GROUP LTD99 shares0.00%2025-09-302025-10-17
ROST ROSS STORES INC58 shares0.00%2025-09-302025-10-17
ADBE ADOBE SYS INC25 shares0.00%2025-09-302025-10-17
BN BROOKFIELD CORP127 shares0.00%2025-09-302025-10-17
HST HOST HOTELS & RESORTS INC511 shares0.00%2025-09-302025-10-17
RLI RLI CORP132 shares0.00%2025-09-302025-10-17
GGG GRACO INC99 shares0.00%2025-09-302025-10-17
CHKP CHECK POINT SOFTWARE TECH LT38 shares0.00%2025-09-302025-10-17
NXP NUVEEN SELECT TAX-FREE INCOM510 shares0.00%2025-09-302025-10-17
ALL ALLSTATE CORP34 shares-50.00%2025-09-302025-10-17
ADX ADAMS DIVERSIFIED EQUITY FD313 shares0.00%2025-09-302025-10-17
INGR INGREDION INC56 sharesnew addition2025-09-302025-10-17
WDFC WD-40 CO34 shares0.00%2025-09-302025-10-17
DDOG DATADOG INC47 shares0.00%2025-09-302025-10-17
TJX TJX COS INC NEW46 shares0.00%2025-09-302025-10-17
ADI ANALOG DEVICES INC27 shares0.00%2025-09-302025-10-17
NEU NEWMARKET CORP8 sharesnew addition2025-09-302025-10-17
LSTR LANDSTAR SYS INC54 shares0.00%2025-09-302025-10-17
EXPE EXPEDIA GROUP INC30 sharesnew addition2025-09-302025-10-17
JKHY HENRY JACK & ASSOC INC39 shares0.00%2025-09-302025-10-17
AON AON PLC16 shares0.00%2025-09-302025-10-17
FCFS FIRSTCASH HOLDINGS INC36 shares0.00%2025-09-302025-10-17
ACN ACCENTURE PLC IRELAND22 shares0.00%2025-09-302025-10-17
CDW CDW CORP34 shares0.00%2025-09-302025-10-17
LH LABCORP HOLDINGS INC17 shares0.00%2025-09-302025-10-17
PSKY PARAMOUNT SKYDANCE CORP248 sharesnew addition2025-09-302025-10-17
FDX FEDEX CORP19 shares0.00%2025-09-302025-10-17
ITW ILLINOIS TOOL WKS INC17 shares0.00%2025-09-302025-10-17
NWSA NEWS CORP NEW138 shares0.00%2025-09-302025-10-17
STZ CONSTELLATION BRANDS INC24 shares0.00%2025-09-302025-10-17
CNI CANADIAN NATL RY CO34 shares0.00%2025-09-302025-10-17
LW LAMB WESTON HLDGS INC54 shares0.00%2025-09-302025-10-17
NXRT NEXPOINT RESIDENTIAL TR INC95 shares0.00%2025-09-302025-10-17
CAG CONAGRA BRANDS INC164 shares0.00%2025-09-302025-10-17
BCPC BALCHEM CORP20 shares0.00%2025-09-302025-10-17
TECH BIO-TECHNE CORP52 shares0.00%2025-09-302025-10-17
CCL CARNIVAL CORP100 shares0.00%2025-09-302025-10-17
CGNX COGNEX CORP60 shares0.00%2025-09-302025-10-17
VEA VANGUARD TAX-MANAGED FDS35 shares0.00%2025-09-302025-10-17
IIPR INNOVATIVE INDL PPTYS INC30 shares0.00%2025-09-302025-10-17
FOUR SHIFT4 PMTS INC20 shares0.00%2025-09-302025-10-17
BF.B BROWN FORMAN CORP55 shares0.00%2025-09-302025-10-17
TER TERADYNE INC10 sharesnew addition2025-09-302025-10-17
PLTR PALANTIR TECHNOLOGIES INC7 sharesnew addition2025-09-302025-10-17
ERIC ERICSSON150 shares0.00%2025-09-302025-10-17
VWO VANGUARD INTL EQUITY INDEX F22 shares0.00%2025-09-302025-10-17
STLA STELLANTIS N.V127 shares0.00%2025-09-302025-10-17
WMB WILLIAMS COS INC18 sharesnew addition2025-09-302025-10-17
CRSP CRISPR THERAPEUTICS AG15 sharesnew addition2025-09-302025-10-17
DOW DOW INC42 shares0.00%2025-09-302025-10-17
EMB ISHARES TR8 shares0.00%2025-09-302025-10-17
FLL FULL HSE RESORTS INC232 shares0.00%2025-09-302025-10-17
RIVN RIVIAN AUTOMOTIVE INC44 shares-94.09%2025-09-302025-10-17
ONON ON HLDG AG11 shares0.00%2025-09-302025-10-17
TLRY TILRAY BRANDS INC154 shares0.00%2025-09-302025-10-17
NMAX NEWSMAX INC20 shares0.00%2025-09-302025-10-17
OMER OMEROS CORP50 shares0.00%2025-09-302025-10-17
VTRS VIATRIS INC14 shares0.00%2025-09-302025-10-17
Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available