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).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
ELEVATION SERIES TRUST ELEVATION SERIES TRUST4.3M shares-0.03%2025-09-302025-10-17history
ELEVATION SERIES TRUST ELEVATION SERIES TRUST878.3K shares0.00%2025-09-302025-10-17history
SCHD SCHWAB STRATEGIC TR909.6K shares-1.81%2025-09-302025-10-17history
JPM JPMORGAN CHASE & CO57.2K shares0.00%2025-09-302025-10-17history
UTF COHEN & STEERS INFRASTRUCTUR407.9K shares0.01%2025-09-302025-10-17history
SCHB SCHWAB STRATEGIC TR387.9K shares0.02%2025-09-302025-10-17history
BRK.B BERKSHIRE HATHAWAY INC DEL9.6K shares-1.03%2025-09-302025-10-17history
AVLV AMERICAN CENTY ETF TR56.9K shares52.74%2025-09-302025-10-17history
Sponsored
EVR EVERCORE INC11.5K shares0.00%2025-09-302025-10-17history
STEW SRH TOTAL RETURN FUND INC188.6K shares0.43%2025-09-302025-10-17history
IVV ISHARES TR4.9K shares0.00%2025-09-302025-10-17history
VOO VANGUARD INDEX FDS5.1K shares0.00%2025-09-302025-10-17history
MSFT MICROSOFT CORP5.4K shares-1.79%2025-09-302025-10-17history
VIG VANGUARD GROUP12.9K shares0.01%2025-09-302025-10-17history
WMT WALMART INC17.8K shares-2.19%2025-09-302025-10-17history
AAPL APPLE INC6.8K shares0.01%2025-09-302025-10-17history
Sponsored
VYM VANGUARD WHITEHALL FDS INC11.4K shares-6.63%2025-09-302025-10-17history
WTW WILLIS TOWERS WATSON PUB LTD4.5K shares0.00%2025-09-302025-10-17history
BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-09-302025-10-17history
SO SOUTHERN CO12.5K shares0.00%2025-09-302025-10-17history
NVDA NVIDIA CORP5.9K shares0.00%2025-09-302025-10-17history
TSLA TESLA INC2.1K shares0.00%2025-09-302025-10-17history
ZIG ETF SER SOLUTIONS22.0K shares-5.92%2025-09-302025-10-17history
NRG NRG ENERGY INC4.8K shares0.00%2025-09-302025-10-17history
Sponsored
SCHG SCHWAB STRATEGIC TR21.2K shares0.00%2025-09-302025-10-17history
BSV VANGUARD BD INDEX FD INC8.0K shares0.00%2025-09-302025-10-17history
SDY SPDR SERIES TRUST4.5K shares0.00%2025-09-302025-10-17history
DIS DISNEY WALT CO5.1K shares0.00%2025-09-302025-10-17history
GOOGL ALPHABET INC2.3K shares0.00%2025-09-302025-10-17history
SCHP SCHWAB STRATEGIC TR20.5K shares-1.78%2025-09-302025-10-17history
KO COCA COLA CO7.6K shares0.22%2025-09-302025-10-17history
VCSH VANGUARD SCOTTSDALE FDS6.0K shares0.00%2025-09-302025-10-17history
Sponsored
KR KROGER CO7.0K shares-2.44%2025-09-302025-10-17history
META META PLATFORMS INC589 shares0.00%2025-09-302025-10-17history
PG PROCTER AND GAMBLE CO2.7K shares0.15%2025-09-302025-10-17history
DKNG DRAFTKINGS INC NEW10.9K shares42.41%2025-09-302025-10-17history
FWRG FIRST WATCH RESTAURANT GROUP26.0K shares-5.02%2025-09-302025-10-17history
SCHF SCHWAB STRATEGIC TR17.5K shares20.54%2025-09-302025-10-17history
CVX CHEVRON CORP NEW2.5K shares0.00%2025-09-302025-10-17history
PAYX PAYCHEX INC3.0K shares-5.27%2025-09-302025-10-17history
Sponsored
UNH UNITEDHEALTH GROUP INC992 shares1807.69%2025-09-302025-10-17history
UNP UNION PAC CORP1.3K shares0.00%2025-09-302025-10-17history
CINF CINCINNATI FINL CORP1.9K shares0.00%2025-09-302025-10-17history
XLK SELECT SECTOR SPDR TR1.0K shares0.00%2025-09-302025-10-17history
SWK STANLEY BLACK & DECKER INC3.6K shares-2.70%2025-09-302025-10-17history
XMLV INVESCO EXCHNG TRADED FD TR4.1K shares0.00%2025-09-302025-10-17history
IJR ISHARES TR2.1K shares0.00%2025-09-302025-10-17history
KMB KIMBERLY CLARK CORP1.9K shares-39.20%2025-09-302025-10-17history
Sponsored
IYY ISHARES TR1.4K shares0.00%2025-09-302025-10-17history
HD HOME DEPOT INC572 shares0.00%2025-09-302025-10-17history
VTI VANGUARD INDEX FDS696 shares-6.07%2025-09-302025-10-17history
JNJ JOHNSON & JOHNSON1.2K shares-12.03%2025-09-302025-10-17history
UBER UBER TECHNOLOGIES INC2.3K shares0.00%2025-09-302025-10-17history
PYPL PAYPAL HLDGS INC3.3K shares-25.78%2025-09-302025-10-17history
AVDE AMERICAN CENTY ETF TR2.8K sharesnew addition2025-09-302025-10-17history
SCHZ SCHWAB STRATEGIC TR9.1K shares0.00%2025-09-302025-10-17history
Sponsored
GFL GFL ENVIRONMENTAL INC4.5K shares12.50%2025-09-302025-10-17history
EBAY EBAY INC.2.3K shares-11.75%2025-09-302025-10-17history
LLY LILLY ELI & CO267 shares0.00%2025-09-302025-10-17history
SKT TANGER FACTORY OUTLET CTRS I5.7K shares0.00%2025-09-302025-10-17history
LYFT LYFT INC8.7K shares122.68%2025-09-302025-10-17history
MRK MERCK & CO INC2.3K shares0.00%2025-09-302025-10-17history
O REALTY INCOME CORP3.1K shares0.00%2025-09-302025-10-17history
SCHO SCHWAB STRATEGIC TR7.6K shares0.00%2025-09-302025-10-17history
Sponsored
COIN COINBASE GLOBAL INC545 shares9.00%2025-09-302025-10-17history
TGT TARGET CORP2.0K shares0.00%2025-09-302025-10-17history
QQQ INVESCO QQQ TR295 shares0.00%2025-09-302025-10-17history
SCHW SCHWAB CHARLES CORP NEW1.9K shares0.00%2025-09-302025-10-17history
DVY ISHARES TR1.2K shares0.00%2025-09-302025-10-17history
GOOG ALPHABET INC700 shares0.00%2025-09-302025-10-17history
IBM INTERNATIONAL BUSINESS MACHS600 shares0.00%2025-09-302025-10-17history
IWF ISHARES TR356 shares0.00%2025-09-302025-10-17history
Sponsored
CSCO CISCO SYS INC2.4K shares0.00%2025-09-302025-10-17history
C CITIGROUP INC1.6K shares0.00%2025-09-302025-10-17history
IJH ISHARES TR2.4K shares0.00%2025-09-302025-10-17history
AVDV AMERICAN CENTY ETF TR1.7K sharesnew addition2025-09-302025-10-17history
MMM 3M CO1.0K shares0.00%2025-09-302025-10-17history
CART MAPLEBEAR INC4.1K shares203.70%2025-09-302025-10-17history
XOM EXXON MOBIL CORP1.3K shares0.00%2025-09-302025-10-17history
AMZN AMAZON COM INC660 shares0.00%2025-09-302025-10-17history
Sponsored
SRE SEMPRA ENERGY1.6K shares0.00%2025-09-302025-10-17history
GPC GENUINE PARTS CO1.0K shares-31.91%2025-09-302025-10-17history
TRV TRAVELERS COMPANIES INC515 shares0.00%2025-09-302025-10-17history
BAC BANK AMER CORP2.7K shares0.00%2025-09-302025-10-17history
CORP PIMCO ETF TR1.4K shares0.00%2025-09-302025-10-17history
K KELLANOVA1.6K shares0.00%2025-09-302025-10-17history
GLPI GAMING & LEISURE PPTYS INC2.9K shares23.73%2025-09-302025-10-17history
GE GENERAL ELECTRIC CO437 shares0.00%2025-09-302025-10-17history
Sponsored
PFE PFIZER INC5.1K shares0.00%2025-09-302025-10-17history
MS MORGAN STANLEY810 shares0.50%2025-09-302025-10-17history
GRBK GREEN BRICK PARTNERS INC1.7K shares0.00%2025-09-302025-10-17history
T AT&T INC4.3K shares0.30%2025-09-302025-10-17history
SCHV SCHWAB STRATEGIC TR4.1K shares0.00%2025-09-302025-10-17history
WFC WELLS FARGO CO NEW1.4K shares0.00%2025-09-302025-10-17history
AEP AMERICAN ELEC PWR CO INC1.0K shares0.00%2025-09-302025-10-17history
QVAL EA SERIES TRUST2.4K shares0.00%2025-09-302025-10-17history
Sponsored
VZ VERIZON COMMUNICATIONS INC2.5K shares0.00%2025-09-302025-10-17history
GTY GETTY RLTY CORP NEW4.0K shares1.71%2025-09-302025-10-17history
TROW PRICE T ROWE GROUP INC1.1K sharesnew addition2025-09-302025-10-17history
FWRD FORWARD AIR CORP4.0K shares-7.97%2025-09-302025-10-17history
OMAH TIDAL TRUST III5.3K shares69.95%2025-09-302025-10-17history
TOL TOLL BROTHERS INC695 shares6.92%2025-09-302025-10-17history
CFFN CAPITOL FED FINL INC15.0K shares0.00%2025-09-302025-10-17history
IEFA ISHARES TR1.0K shares0.00%2025-09-302025-10-17history
Sponsored
STAG STAG INDL INC2.5K shares0.00%2025-09-302025-10-17history
BA BOEING CO405 shares0.00%2025-09-302025-10-17history
DHI D R HORTON INC500 shares0.00%2025-09-302025-10-17history
ICE INTERCONTINENTAL EXCHANGE IN500 shares0.00%2025-09-302025-10-17history
QUBT QUANTUM COMPUTING INC4.2K shares0.00%2025-09-302025-10-17history
IWD ISHARES TR370 shares0.00%2025-09-302025-10-17history
MTH MERITAGE HOMES CORP1.0K shares0.00%2025-09-302025-10-17history
VO VANGUARD INDEX FDS245 shares0.00%2025-09-302025-10-17history
Sponsored
ORCL ORACLE CORP252 shares0.00%2025-09-302025-10-17history
STLD STEEL DYNAMICS INC500 shares0.00%2025-09-302025-10-17history
TXT TEXTRON INC822 shares0.00%2025-09-302025-10-17history
GEV GE VERNOVA INC109 shares0.00%2025-09-302025-10-17history
AXP AMERICAN EXPRESS CO200 shares0.00%2025-09-302025-10-17history
COP CONOCOPHILLIPS698 shares0.00%2025-09-302025-10-17history
BAC-PL BK OF AMERICA CORP50 shares0.00%2025-09-302025-10-17history
RSPT INVESCO EXCHANGE TRADED FD T1.4K shares0.00%2025-09-302025-10-17history
Sponsored
BKH BLACK HILLS CORP1.0K shares0.00%2025-09-302025-10-17history
GILD GILEAD SCIENCES INC550 shares0.00%2025-09-302025-10-17history
VB VANGUARD INDEX FDS240 shares0.00%2025-09-302025-10-17history
MCD MCDONALDS CORP200 shares0.00%2025-09-302025-10-17history
EVRG EVERGY INC797 shares0.00%2025-09-302025-10-17history
ISRG INTUITIVE SURGICAL INC135 shares0.00%2025-09-302025-10-17history
COWZ PACER FDS TR1.0K shares0.00%2025-09-302025-10-17history
SCHH SCHWAB STRATEGIC TR2.6K shares0.46%2025-09-302025-10-17history
Sponsored
IWO ISHARES TR169 shares0.00%2025-09-302025-10-17history
PSK SPDR SERIES TRUST1.6K shares0.00%2025-09-302025-10-17history
LOW LOWES COS INC207 shares0.00%2025-09-302025-10-17history
AZO AUTOZONE INC11 shares0.00%2025-09-302025-10-17history
SHAK SHAKE SHACK INC500 shares0.00%2025-09-302025-10-17history
NVO NOVO-NORDISK A S800 sharesnew addition2025-09-302025-10-17history
IBP INSTALLED BLDG PRODS INC175 shares-14.63%2025-09-302025-10-17history
SHY ISHARES TR500 shares0.00%2025-09-302025-10-17history
Sponsored
PSX PHILLIPS 66299 shares0.00%2025-09-302025-10-17history
ASML ASML HOLDING N V42 shares0.00%2025-09-302025-10-17history
PGX INVESCO EXCHNG TRADED FD TR3.5K shares0.00%2025-09-302025-10-17history
ET ENERGY TRANSFER L P2.3K shares0.00%2025-09-302025-10-17history
ALSN ALLISON TRANSMISSION HLDGS468 shares0.00%2025-09-302025-10-17history
MTB M & T BK CORP200 shares0.00%2025-09-302025-10-17history
CBRE CBRE GROUP INC250 shares0.00%2025-09-302025-10-17history
FAST FASTENAL CO800 shares0.00%2025-09-302025-10-17history
Sponsored
XPO XPO LOGISTICS INC290 shares0.00%2025-09-302025-10-17history
CEG CONSTELLATION ENERGY CORP113 shares0.00%2025-09-302025-10-17history
COST COSTCO WHSL CORP NEW40 shares0.00%2025-09-302025-10-17history
SYM SYMBOTIC INC668 shares2.77%2025-09-302025-10-17history
TRN TRINITY INDS INC1.3K shares0.00%2025-09-302025-10-17history
INTC INTEL CORP1.0K shares-85.25%2025-09-302025-10-17history
SBUX STARBUCKS CORP400 shares0.00%2025-09-302025-10-17history
MLAB MESA LABS INC500 shares0.00%2025-09-302025-10-17history
Sponsored
EME EMCOR GROUP INC50 shares0.00%2025-09-302025-10-17history
COHEN & STEERS INFRASTRUCTUR COHEN & STEERS INFRASTRUCTUR407.9K sharesnew addition2025-09-302025-10-17history
TSM TAIWAN SEMICONDUCTOR MFG LTD113 shares0.00%2025-09-302025-10-17history
SLF SUN LIFE FINL INC500 shares0.00%2025-09-302025-10-17history
ITA ISHARES TR142 sharesnew addition2025-09-302025-10-17history
VTWO VANGUARD SCOTTSDALE FDS300 shares0.00%2025-09-302025-10-17history
IAU ISHARES GOLD TRUST400 shares0.00%2025-09-302025-10-17history
HON HONEYWELL INTL INC124 shares0.00%2025-09-302025-10-17history
Sponsored
QABA FIRST TR NASDAQ ABA CMNTY BK460 shares0.00%2025-09-302025-10-17history
IEMG ISHARES INC384 shares0.00%2025-09-302025-10-17history
AFL AFLAC INC226 shares0.00%2025-09-302025-10-17history
AGG ISHARES TR250 shares0.00%2025-09-302025-10-17history
EPI WISDOMTREE TR565 shares0.00%2025-09-302025-10-17history
SYY SYSCO CORP300 shares0.00%2025-09-302025-10-17history
EXPD EXPEDITORS INTL WASH INC200 shares0.00%2025-09-302025-10-17history
VTS VITESSE ENERGY INC1.0K shares0.00%2025-09-302025-10-17history
Sponsored
CPRT COPART INC496 shares0.00%2025-09-302025-10-17history
SHOP SHOPIFY INC140 shares0.00%2025-09-302025-10-17history
QQQE DIREXION SHS ETF TR203 sharesnew addition2025-09-302025-10-17history
MET METLIFE INC241 shares0.00%2025-09-302025-10-17history
CYBR CYBERARK SOFTWARE LTD40 shares0.00%2025-09-302025-10-17history
MDT MEDTRONIC PLC200 shares0.00%2025-09-302025-10-17history
ARM ARM HOLDINGS PLC131 shares0.00%2025-09-302025-10-17history
DXCM DEXCOM INC275 shares0.00%2025-09-302025-10-17history
Sponsored
EBF ENNIS INC1.0K shares0.00%2025-09-302025-10-17history
FLC FLAHERTY & CRUMRINE TOTAL RE1.0K shares0.00%2025-09-302025-10-17history
PFG PRINCIPAL FINL GROUP INC211 shares0.00%2025-09-302025-10-17history
IWM ISHARES TR70 shares0.00%2025-09-302025-10-17history
JBS JBS N.V.1.1K sharesnew addition2025-09-302025-10-17history
RTX RAYTHEON TECHNOLOGIES CORP100 shares0.00%2025-09-302025-10-17history
JEPI J P MORGAN EXCHANGE TRADED280 shares0.00%2025-09-302025-10-17history
IGSB ISHARES TR300 shares0.00%2025-09-302025-10-17history
Sponsored
APH AMPHENOL CORP NEW128 shares0.00%2025-09-302025-10-17history
UL UNILEVER PLC267 shares0.00%2025-09-302025-10-17history
ACA ARCOSA INC166 shares0.00%2025-09-302025-10-17history
BUD ANHEUSER BUSCH INBEV SA/NV259 shares0.00%2025-09-302025-10-17history
EXC EXELON CORP340 shares0.00%2025-09-302025-10-17history
KMI KINDER MORGAN INC DEL534 shares0.00%2025-09-302025-10-17history
OKE ONEOK INC NEW197 shares0.00%2025-09-302025-10-17history
FE FIRSTENERGY CORP308 shares0.00%2025-09-302025-10-17history
Sponsored
IWR ISHARES TR144 shares0.00%2025-09-302025-10-17history
AVGO BROADCOM INC42 sharesnew addition2025-09-302025-10-17history
TTD THE TRADE DESK INC280 shares0.00%2025-09-302025-10-17history
BMI BADGER METER INC72 shares0.00%2025-09-302025-10-17history
BRO BROWN & BROWN INC136 shares0.00%2025-09-302025-10-17history
WRB W R BERKLEY CORPORATION163 shares0.00%2025-09-302025-10-17history
DUK DUKE ENERGY CORP NEW100 shares-42.86%2025-09-302025-10-17history
CLX CLOROX CO DEL100 shares0.00%2025-09-302025-10-17history
Sponsored
SAIA SAIA INC40 shares0.00%2025-09-302025-10-17history
TDG TRANSDIGM GROUP INC9 shares0.00%2025-09-302025-10-17history
SIRI SIRIUSXM HOLDINGS INC502 shares-7.72%2025-09-302025-10-17history
SPR SPIRIT AEROSYSTEMS HLDGS INC300 shares0.00%2025-09-302025-10-17history
VNQ VANGUARD INDEX FDS125 shares0.00%2025-09-302025-10-17history
ZS ZSCALER INC37 shares0.00%2025-09-302025-10-17history
MP MP MATERIALS CORP164 sharesnew addition2025-09-302025-10-17history
GEHC GE HEALTHCARE TECHNOLOGIES145 shares0.00%2025-09-302025-10-17history
Sponsored
SFM SPROUTS FMRS MKT INC100 shares0.00%2025-09-302025-10-17history
EFX EQUIFAX INC42 shares0.00%2025-09-302025-10-17history
PRI PRIMERICA INC38 shares0.00%2025-09-302025-10-17history
PNW PINNACLE WEST CAP CORP110 shares0.00%2025-09-302025-10-17history
HUBS HUBSPOT INC21 shares0.00%2025-09-302025-10-17history
DRLL EA SERIES TRUST334 shares0.00%2025-09-302025-10-17history
V VISA INC28 shares0.00%2025-09-302025-10-17history
MKL MARKEL CORP5 shares0.00%2025-09-302025-10-17history
Sponsored
VXUS VANGUARD STAR FD128 shares0.00%2025-09-302025-10-17history
XLI SELECT SECTOR SPDR TR60 shares0.00%2025-09-302025-10-17history
SOLV SOLVENTUM CORP125 shares0.00%2025-09-302025-10-17history
ACGL ARCH CAP GROUP LTD99 shares0.00%2025-09-302025-10-17history
ROST ROSS STORES INC58 shares0.00%2025-09-302025-10-17history
ADBE ADOBE SYS INC25 shares0.00%2025-09-302025-10-17history
BN BROOKFIELD CORP127 shares0.00%2025-09-302025-10-17history
HST HOST HOTELS & RESORTS INC511 shares0.00%2025-09-302025-10-17history
Sponsored
RLI RLI CORP132 shares0.00%2025-09-302025-10-17history
GGG GRACO INC99 shares0.00%2025-09-302025-10-17history
CHKP CHECK POINT SOFTWARE TECH LT38 shares0.00%2025-09-302025-10-17history
NXP NUVEEN SELECT TAX-FREE INCOM510 shares0.00%2025-09-302025-10-17history
ALL ALLSTATE CORP34 shares-50.00%2025-09-302025-10-17history
ADX ADAMS DIVERSIFIED EQUITY FD313 shares0.00%2025-09-302025-10-17history
INGR INGREDION INC56 sharesnew addition2025-09-302025-10-17history
WDFC WD-40 CO34 shares0.00%2025-09-302025-10-17history
Sponsored
DDOG DATADOG INC47 shares0.00%2025-09-302025-10-17history
TJX TJX COS INC NEW46 shares0.00%2025-09-302025-10-17history
ADI ANALOG DEVICES INC27 shares0.00%2025-09-302025-10-17history
NEU NEWMARKET CORP8 sharesnew addition2025-09-302025-10-17history
LSTR LANDSTAR SYS INC54 shares0.00%2025-09-302025-10-17history
EXPE EXPEDIA GROUP INC30 sharesnew addition2025-09-302025-10-17history
JKHY HENRY JACK & ASSOC INC39 shares0.00%2025-09-302025-10-17history
AON AON PLC16 shares0.00%2025-09-302025-10-17history
Sponsored
FCFS FIRSTCASH HOLDINGS INC36 shares0.00%2025-09-302025-10-17history
ACN ACCENTURE PLC IRELAND22 shares0.00%2025-09-302025-10-17history
CDW CDW CORP34 shares0.00%2025-09-302025-10-17history
LH LABCORP HOLDINGS INC17 shares0.00%2025-09-302025-10-17history
PSKY PARAMOUNT SKYDANCE CORP248 sharesnew addition2025-09-302025-10-17history
FDX FEDEX CORP19 shares0.00%2025-09-302025-10-17history
ITW ILLINOIS TOOL WKS INC17 shares0.00%2025-09-302025-10-17history
NWSA NEWS CORP NEW138 shares0.00%2025-09-302025-10-17history
Sponsored
STZ CONSTELLATION BRANDS INC24 shares0.00%2025-09-302025-10-17history
CNI CANADIAN NATL RY CO34 shares0.00%2025-09-302025-10-17history
LW LAMB WESTON HLDGS INC54 shares0.00%2025-09-302025-10-17history
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EMB ISHARES TR8 shares0.00%2025-09-302025-10-17history
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Call Option Holdings
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Put Option Holdings
No put option holdings data available