SRH ADVISORS, LLC - Portfolio overview

SRH ADVISORS, LLC has 300 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

  1. SRHQ - SRH U S QUALITY ETF, 49.41%
  2. SRHR - SRH REIT COVERED CALL ETF, 13.23%
  3. SCHD - Sch US Div Equity Etf, 7.72%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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