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CIK: 0001512779
Total reported value
$392.5M
$392.5M
269 檔
64.7%
According to the latest 13F quarterly dataset, Srh Advisors, LLC managed an equity portfolio of $392.5M at the end of Q1 2025, spanning 269 distinct U.S. exchange-listed positions.
In Q1 2025, Srh Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 269 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SRHQ | Srh US Quality Garp ETF | ETF-Other | 47.39% | +0.87% | -0.01% | |
| 2 | SRHR | Srh Reit Covered Call ETF | ETF-Other | 15.33% | +0.04% | +0.00% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 8.14% | -0.68% | -3.86% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.33% | -0.05% | — | |
| 5 | UTF | Cohen & Steers Infrastructur | Stock-Other | 3.22% | -0.15% | +0.01% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.58% | +0.06% | +1.65% | |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.73% | -0.03% | — | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.59% | -0.01% | +0.11% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.43% | +0.02% | +0.20% | |
| 10 | STEW | Srh Total Return Fund Inc | Stock-Other | 1.00% | -0.17% | -2.73% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.81% | +0.02% | — | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.77% | +0.04% | -4.67% | |
| 13 | EVR | Evercore Inc - A | Stock-Financials | 0.73% | +0.02% | — | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 0.64% | -0.06% | -8.22% | |
| 15 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.58% | +0.20% | — | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 0.49% | -0.22% | -4.04% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.49% | -0.06% | -8.46% | |
| 18 | WTW | Willis Towers Watson Public Limited Company | Stock-Financials | 0.47% | -0.07% | — | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.46% | +0.01% | +0.01% | |
| 20 | SO | Southern Co/the | Stock-Utilities | 0.36% | -0.04% | — | |
| 21 | ZIG | THE Acquirers Fund ETF | ETF-Other | 0.25% | -0.02% | — | |
| 22 | NRG | Nrg Energy Inc | Stock-Utilities | 0.24% | -0.02% | -15.79% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.22% | +0.01% | — | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.20% | — | +0.77% | |
| 25 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.19% | -0.02% | -20.00% | |
| 26 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.19% | — | — | |
| 27 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.19% | -0.02% | -36.33% | |
| 28 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.17% | -0.02% | -44.94% | |
| 29 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.17% | +0.01% | — | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.17% | +0.02% | +42.40% | |
| 31 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.16% | -0.01% | — | |
| 32 | FWRG | First Watch Restaurant Group | Stock-Other | 0.16% | +0.01% | +157.65% | |
| 33 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.15% | +0.04% | -49.11% | |
| 34 | PAYX | Paychex Inc | Stock-Tech | 0.15% | — | — | |
| 35 | KR | Kroger Co | Stock-Consumer Staples | 0.15% | -0.04% | — | |
| 36 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.15% | +0.05% | -3.25% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.14% | -0.01% | -36.04% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.13% | -0.02% | — | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.10% | — | — | |
| 40 | UNP | Union Pacific CORP | Stock-Industrials | 0.09% | -0.01% | — | |
| 41 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.09% | — | — | |
| 42 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.09% | — | — | |
| 43 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.09% | +0.01% | -21.13% | |
| 44 | XMLV | Invesco S&p Midcap Low Volat | ETF-Other | 0.08% | — | -34.01% | |
| 45 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 0.08% | +0.06% | +19.35% | |
| 46 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 0.07% | +0.01% | — | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.07% | — | -42.02% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.07% | — | — | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.07% | +0.01% | — | |
| 50 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.07% | -0.01% | — |
According to official SEC Form 13F filings, Srh Advisors, LLC reported a total U.S. public equity portfolio value of $392.5M across 269 disclosed positions in Q1 2025.
During Q1 2025, Srh Advisors, LLC's top holdings by market value included SRHQ (47.4%)、SRHR (15.3%)、SCHD (8.1%). The largest single position, SRHQ, represented 47.4% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SRHQ, SRHR, SCHD) accounted for 64.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
SRHQ
市值: $153.5M
In Q1 2025, Srh Advisors, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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