StockDriftsStockDriftsTop 50 Srh Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SRHQ | SRH U S QUALITY ETF | 49.48% | 4.31M | $172.9M | +0.00%(+0) | $27.71(+68.88%) | 2026-03-31 | |
| SRHR | SRH REIT COVERED CALL ETF | 13.24% | 879.3K | $46.3M | +0.00%(+1) | $58.99(+2.29%) | 2026-03-31 | |
| SCHD | Sch US Div Equity Etf | 7.73% | 880.5K | $27.0M | -0.23%(-2.07K) | $23.57(+37.42%) | 2026-03-31 | |
| JPM | Jpmorgan Chase & Co | 4.82% | 57.2K | $16.8M | +0.00%(+0) | $118.46(+182.35%) | 2026-03-31 | |
| UTF | Cohen & Steers | 3.02% | 408.3K | $10.6M | +0.01%(+41) | $24.06(+14.51%) | 2026-03-31 | |
| SCHB | Schw US Brd Mkt Etf | 2.84% | 395.0K | $9.9M | -0.13%(-526) | $14.49(+99.29%) | 2026-03-31 | |
| AVLV | AVANTIS U S LARGE CAP VALUE ETF | 1.62% | 70.4K | $5.7M | +9.54%(+6.13K) | $69.14(+31.38%) | 2026-03-31 | |
| BRK.B | Berkshire Hathaway Inc B | 1.32% | 9.6K | $4.6M | -1.34%(-130) | $132.62(+282.88%) | 2026-03-31 | |
| EVR | Evercore Inc | 0.98% | 11.5K | $3.4M | +0.00%(+0) | $134.13(+155.46%) | 2026-03-31 | |
| STEW | SRH Total Return Fund Inc | 0.92% | 188.9K | $3.2M | +0.08%(+153) | $9.15(+98.51%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.55% | +38.82% |
| Top 20 Holdings Unweighted | +14.73% | +51.04% |
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