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SRH ADVISORS, LLC

13F
SRH ADVISORS, LLC
Last update 2025-05-05 269 Stocks (9 new)
Value $324.00 Mil Turnover 1 %
Countries:
Top Holdings: SRHQ(47.39%)SRHR(15.33%)SCHD(8.14%)JPM(4.33%)UTF(3.22%)
Summary Stock Picks Current Portfolio
SRH ADVISORS, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SRHQ 		SRH U.S. Quality GARP ETF
4,307,073
153,503.7
-0.01%
47.390
0%
97.890
-2.12%
-2.46%
158.7
 
SRHR 		SRH REIT Covered Call ETF
878,174
49,668.2
0%
15.330
0%
97.570
-4.96%
-2.07%
49.0
 
SCHD 		Schwab US Dividend Equity ETF
942,552
26,353.8
-3.86%
8.140
-0.31%
0.040
-6.06%
-2.35%
68,788.9
 
JPM 		JPMorgan Chase & Co
57,220
14,036.1
0%
4.330
0%
0.000
+2.80%
+12.34%
739,989.5
Banks
UTF 		Cohen & Steers Infrastructure Fund Inc
407,811
10,419.6
+0.01%
3.220
0%
0.420
+9.24%
+13.16%
2,544.8
Asset Management
SCHB 		Schwab U.S. Broad Market ETF
387,784
8,349.0
+1.65%
2.580
+0.04%
0.030
+2.34%
+1.57%
33,043.5
 
BRK.A 		Berkshire Hathaway Inc
7
5,589.1
0%
1.730
0%
0.000
-2.48%
+9.59%
1,073,690.2
Insurance
BRK.B 		Berkshire Hathaway Inc
9,673
5,151.6
+0.11%
1.590
0%
0.000
-2.40%
+9.83%
1,073,690.2
Insurance
VOO 		Vanguard S&P 500 ETF
8,996
4,623.1
+0.20%
1.430
0%
0.000
+2.42%
+2.06%
614,272.3
 
STEW 		SRH Total Return Fund, Inc.
186,995
3,225.7
-2.73%
1.000
-0.02%
0.190
+5.45%
+11.82%
1,693.5
Asset Management

SRH ADVISORS, LLC's Historical Top Holdings Breakdowns

SRH ADVISORS, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SIRI 		Sirius XM Holdings Inc2025-03-31Reduce
-1.39%
●
20.83 ($23.55) 27.11
$21.61
-8.24%
Reduce -99.74%
544
-205,573
AVLV 		Avantis U.S. Large Cap Value ETF2025-03-31New Buy
+0.58%
●
63.51 ($67.8) 70.42
$66.56
-1.83%
New holding
28,788
28,788
SCHD 		Schwab US Dividend Equity ETF2025-03-31Reduce
-0.31%
●
27.01 ($27.88) 28.54
$26.44
-5.16%
Reduce -3.86%
942,552
-37,872
DIS 		The Walt Disney Co2025-03-31Reduce
-0.16%
●
96.87 ($107.47) 114
$113.60
5.70%
Reduce -49.11%
5,065
-4,888
SCHP 		Schwab U.S. Tips ETF2025-03-31Reduce
-0.13%
●
25.69 ($26.29) 26.89
$26.30
0.04%
Reduce -44.94%
20,838
-17,010
FWRG 		First Watch Restaurant Group Inc2025-03-31Add
+0.10%
●
16.23 ($19.25) 22.23
$15.35
-20.26%
Add 157.65%
31,395
19,210
SDY 		SPDR Dividend ETF2025-03-31Reduce
-0.10%
●
128.74 ($134.5) 138.67
$135.35
0.63%
Reduce -36.33%
4,460
-2,545
PG 		Procter & Gamble Co2025-03-31Reduce
-0.08%
●
158.56 ($167.49) 176.26
$166.85
-0.38%
Reduce -36.04%
2,657
-1,497
DKNG 		DraftKings Inc2025-03-31New Buy
+0.07%
●
33.21 ($41.08) 53.49
$34.32
-16.46%
New holding
7,224
7,224
MSFT 		Microsoft Corp2025-03-31Reduce
-0.06%
●
375.39 ($407.71) 447.2
$462.97
13.55%
Reduce -8.22%
5,563
-498

SRH ADVISORS, LLC Total Holding History ($B)

To

SRH ADVISORS, LLC's Asset Allocation

To

SRH ADVISORS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SRH ADVISORS, LLC's Hypothetical Growth since 2025-03-31

SRH ADVISORS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

SRH ADVISORS, LLC's Holdings Heat Map

Size field:

SRH ADVISORS, LLC's Holdings Bubble Chart

SRH ADVISORS, LLC News

  • 1

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