SRH ADVISORS, LLC Diversified Active

Location: Salina, KS

CIK: 0001512779 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 29, 2026

Total Value: $349M (100.0% shares, 0.0% debt)

Holdings (278)

SRHQ SRH U S QUALITY ETF 49.5%
Value $173M Shares 4,308,340 Est. Cost $27.68 Unrealized
SRHR SRH REIT COVERED CALL ETF 13.2%
Value $46.28M Shares 879,273 Est. Cost $58.99 Unrealized
SCHD Sch US Div Equity Etf 7.7%
Value $27.01M Shares 880,497 Est. Cost $42.05 Unrealized
JPM Jpmorgan Chase & Co 4.8%
Value $16.83M Shares 57,220 Est. Cost $106.11 Unrealized +193.5%
Cohen & Steers 3.0%
Value $10.57M Shares 408,330 Est. Cost $20.75 Unrealized
SCHB Schw US Brd Mkt Etf 2.8%
Value $9.914M Shares 394,977 Est. Cost $33.75 Unrealized
AVLV AVANTIS U S LARGE CAP VALUE ETF 1.6%
Value $5.677M Shares 70,431 Est. Cost $69.99 Unrealized
BRK/B Berkshire Hathaway Inc B 1.3%
Value $4.604M Shares 9,607 Est. Cost $241.87 Unrealized +104.0%
EVR Evercore Inc 1.0%
Value $3.44M Shares 11,525 Est. Cost $122.87 Unrealized +186.4%
SRH Total Return Fund Inc 0.9%
Value $3.231M Shares 188,926 Est. Cost $8.58 Unrealized
IVV Ishares Core S&P 500 0.9%
Value $3.187M Shares 4,879 Est. Cost $347.86 Unrealized
VOO Vanguard S&P 500 Etf 0.9%
Value $3.032M Shares 5,074 Est. Cost $316.67 Unrealized
VIG Vanguard Div Apprciation 0.8%
Value $2.676M Shares 12,443 Est. Cost $90.13 Unrealized
WMT Wal-Mart Stores Inc 0.6%
Value $2.215M Shares 17,821 Est. Cost $47.00 Unrealized +159.7%
MSFT Microsoft Corp 0.6%
Value $1.982M Shares 5,354 Est. Cost $76.05 Unrealized +471.4%
AAPL Apple Inc 0.5%
Value $1.717M Shares 6,766 Est. Cost $103.01 Unrealized +155.2%
VYM Vanguard Whitehall Funds 0.4%
Value $1.516M Shares 10,236 Est. Cost $90.95 Unrealized
BRK/A Berkshire Hathaway Inc A 0.4%
Value $1.436M Shares 2 Est. Cost $386644.70 Unrealized +91.5%
VCSH Vanguard Corp Bond Etf 0.4%
Value $1.386M Shares 17,485 Est. Cost $79.61 Unrealized
WTW Willis Towers Watson 0.4%
Value $1.304M Shares 4,486 Est. Cost $100.14 Unrealized +214.5%
SO The Southern Company 0.3%
Value $1.215M Shares 12,592 Est. Cost $33.29 Unrealized +169.0%
AVMC Avantis U.S. Mid Cap Equity ETF 0.3%
Value $1.085M Shares 15,022 Est. Cost $71.51 Unrealized
NVDA Nvidia Corp 0.3%
Value $1.005M Shares 5,765 Est. Cost $92.91 Unrealized +100.9%
TSLA Tesla Motors Inc 0.2%
Value $783K Shares 2,105 Est. Cost $220.43 Unrealized +93.3%
VCIT Vanguard Intermediate 0.2%
Value $751K Shares 9,070 Est. Cost $83.61 Unrealized
GOOGL Alphabet Inc. 0.2%
Value $708K Shares 2,463 Est. Cost $149.44 Unrealized +116.3%
ZIG Acquirers Etf 0.2%
Value $707K Shares 18,185 Est. Cost $24.35 Unrealized
NRG Nrg Energy Inc 0.2%
Value $694K Shares 4,750 Est. Cost $34.73 Unrealized +356.3%
SDY Spdr S&P Dividend Etf 0.2%
Value $651K Shares 4,460 Est. Cost $74.96 Unrealized
SCHG Schwab US Large Cap 0.2%
Value $616K Shares 21,160 Est. Cost $36.77 Unrealized
BSV Vanguard Bond Index Fund 0.2%
Value $603K Shares 7,695 Est. Cost $81.67 Unrealized
KO Coca Cola Company 0.2%
Value $583K Shares 7,668 Est. Cost $36.28 Unrealized +106.1%
AVDE Avantis International Equity ETF 0.2%
Value $547K Shares 6,444 Est. Cost $81.74 Unrealized
FEBW AllianzIM U.S. Large Cp Buffer20 Feb ETF 0.1%
Value $485K Shares 14,500 Est. Cost $33.48 Unrealized
KR Kroger Company 0.1%
Value $457K Shares 6,319 Est. Cost $34.16 Unrealized +89.1%
SCHF Schw Intl Eq Etf 0.1%
Value $435K Shares 17,592 Est. Cost $25.15 Unrealized
META Meta Platforms Inc Class A 0.1%
Value $381K Shares 665 Est. Cost $263.01 Unrealized +149.3%
SCHP Sch US Tips Etf 0.1%
Value $345K Shares 12,950 Est. Cost $44.01 Unrealized
UNH Unitedhealth Group Inc 0.1%
Value $325K Shares 1,201 Est. Cost $306.79 Unrealized +0.6%
UNP Union Pacific Corp 0.1%
Value $315K Shares 1,300 Est. Cost $87.10 Unrealized +179.4%
JNJ Johnson & Johnson 0.1%
Value $297K Shares 1,214 Est. Cost $83.00 Unrealized +174.6%
CINF Cincinnati Financial Cp 0.1%
Value $294K Shares 1,866 Est. Cost $37.24 Unrealized +337.3%
PAYX Paychex Inc 0.1%
Value $276K Shares 3,001 Est. Cost $52.25 Unrealized +95.2%
MRK Merck & Co Inc New 0.1%
Value $273K Shares 2,267 Est. Cost $32.80 Unrealized +248.4%
PFE Pfizer Incorporated 0.1%
Value $273K Shares 9,708 Est. Cost $26.95 Unrealized -2.9%
XLK Technology Select Sector 0.1%
Value $268K Shares 2,014 Est. Cost $130.39 Unrealized
IJR Ishares Core S&P Small 0.1%
Value $265K Shares 2,129 Est. Cost $74.62 Unrealized
LLY Lilly Eli & Company 0.1%
Value $246K Shares 267 Est. Cost $39.58 Unrealized +2545.6%
TGT Target Corporation 0.1%
Value $242K Shares 2,000 Est. Cost $72.16 Unrealized +51.3%
PG Procter & Gamble 0.1%
Value $242K Shares 1,673 Est. Cost $67.11 Unrealized +126.2%
TROW T. Rowe Price Group Inc 0.1%
Value $237K Shares 2,625 Est. Cost $102.40 Unrealized -1.2%
VZ Verizon Communicatn 0.1%
Value $232K Shares 4,625 Est. Cost $37.30 Unrealized +17.5%
SWK Stanley Black & Decker Inc 0.1%
Value $230K Shares 3,234 Est. Cost $78.22 Unrealized +8.0%
IYY Ishares Tr Dow Jones 0.1%
Value $230K Shares 1,450 Est. Cost $117.97 Unrealized
DKNG Draftkings Inc 0.1%
Value $227K Shares 10,486 Est. Cost $41.85 Unrealized -30.9%
FWRG First Watch Restaurant Group Inc 0.1%
Value $223K Shares 21,237 Est. Cost $18.64 Unrealized -14.3%
XOM Exxon Mobil Corporation 0.1%
Value $219K Shares 1,293 Est. Cost $51.64 Unrealized +168.7%
XMLV Invesco S&P Midcap Low 0.1%
Value $217K Shares 3,450 Est. Cost $41.76 Unrealized
AVDV Avantis International Small Cap Val ETF 0.1%
Value $217K Shares 2,172 Est. Cost $90.00 Unrealized
O Realty Incm Corp 0.1%
Value $214K Shares 3,500 Est. Cost $46.33 Unrealized +23.7%
CVX Chevron Corporation 0.1%
Value $212K Shares 1,027 Est. Cost $74.72 Unrealized +130.0%
VTI Vanguard Total Stock Mkt 0.1%
Value $212K Shares 662 Est. Cost $203.72 Unrealized
SCHZ Schwab US Aggregate Bond 0.1%
Value $211K Shares 9,106 Est. Cost $37.27 Unrealized
EBAY Ebay Inc 0.1%
Value $205K Shares 2,256 Est. Cost $43.49 Unrealized +105.4%
GOOG Alphabet Inc. 0.1%
Value $201K Shares 700 Est. Cost $110.02 Unrealized +194.2%
HD Home Depot Inc 0.1%
Value $188K Shares 573 Est. Cost $288.29 Unrealized +30.8%
GFL GFL Environmental Inc 0.1%
Value $188K Shares 4,500 Est. Cost $45.68 Unrealized -6.1%
DVY Ishares Select Dividend 0.1%
Value $187K Shares 1,232 Est. Cost $72.06 Unrealized
CSCO Cisco Systems Inc 0.1%
Value $186K Shares 2,400 Est. Cost $29.59 Unrealized +163.3%
C Citigroup Inc New 0.1%
Value $176K Shares 1,550 Est. Cost $45.80 Unrealized +153.7%
AMZN Amazon.Com Inc 0.0%
Value $171K Shares 820 Est. Cost $164.42 Unrealized +38.0%
QQQ Invesco QQQ Trust 0.0%
Value $170K Shares 295 Est. Cost $314.71 Unrealized
UBER Uber Technologies Inc 0.0%
Value $165K Shares 2,293 Est. Cost $33.45 Unrealized +135.3%
IJH Ishares Core S&P Mid Cap 0.0%
Value $163K Shares 2,410 Est. Cost $87.50 Unrealized
SCHW Charles Schwab & Co. 0.0%
Value $156K Shares 1,655 Est. Cost $59.36 Unrealized +68.7%
KMB Kimberly-Clark Corp 0.0%
Value $154K Shares 1,600 Est. Cost $91.75 Unrealized +12.4%
PYPL Paypal Holdings Inco 0.0%
Value $153K Shares 3,382 Est. Cost $67.84 Unrealized -26.2%
SFM Sprouts Farmers Market Inc 0.0%
Value $152K Shares 1,973 Est. Cost $75.49 Unrealized -4.1%
IWF Ishares Russell 1000 0.0%
Value $152K Shares 356 Est. Cost $134.83 Unrealized
TRV Travelers Companies 0.0%
Value $150K Shares 515 Est. Cost $134.44 Unrealized +114.6%
SRE Sempra Energy 0.0%
Value $145K Shares 1,497 Est. Cost $56.90 Unrealized +57.3%
MMM 3m Company 0.0%
Value $145K Shares 1,000 Est. Cost $85.45 Unrealized +91.9%
CART Maplebear Inc 0.0%
Value $144K Shares 3,850 Est. Cost $45.20 Unrealized -15.4%
SCHO Sch St US Trsr Etf 0.0%
Value $137K Shares 5,640 Est. Cost $37.38 Unrealized
CORP Pimco Exch Traded Fund 0.0%
Value $136K Shares 1,400 Est. Cost $101.97 Unrealized
MS Morgan Stanley 0.0%
Value $135K Shares 819 Est. Cost $40.77 Unrealized +340.7%
GTY Getty Realty Corp 0.0%
Value $133K Shares 4,181 Est. Cost $29.18 Unrealized
AEP American Electric Power Co Inc 0.0%
Value $131K Shares 1,000 Est. Cost $74.43 Unrealized +62.0%
GLPI Gaming and Leisure Properties Inc 0.0%
Value $131K Shares 2,952 Est. Cost $48.57 Unrealized
BAC Bank Of America Corp 0.0%
Value $131K Shares 2,681 Est. Cost $22.99 Unrealized +133.4%
QVAL Alpha Archtct US Quntv 0.0%
Value $125K Shares 2,400 Est. Cost $40.49 Unrealized
GE General Electric Company 0.0%
Value $124K Shares 437 Est. Cost $61.56 Unrealized +416.9%
T A T & T Inc 0.0%
Value $124K Shares 4,274 Est. Cost $15.03 Unrealized +71.3%
GPC Genuine Parts Co 0.0%
Value $112K Shares 1,055 Est. Cost $128.55 Unrealized +3.9%
WFC Wells Fargo & Co New 0.0%
Value $111K Shares 1,400 Est. Cost $36.37 Unrealized +147.6%
ADBE Adobe Systems Inc 0.0%
Value $107K Shares 440 Est. Cost $277.43 Unrealized +4.5%
CFFN Capitol Fed Finl Inc New 0.0%
Value $107K Shares 15,000 Est. Cost $7.74 Unrealized -8.1%
LYFT Lyft Inc 0.0%
Value $107K Shares 8,015 Est. Cost $15.51 Unrealized +8.1%
OMAH VistaShares Trgt 15 Berkshire Sel IncETF 0.0%
Value $102K Shares 5,682 Est. Cost $19.22 Unrealized
IEFA Ishares Core Msci Eafe 0.0%
Value $99,764 Shares 1,102 Est. Cost $67.95 Unrealized
EHC Encompass Health Corp 0.0%
Value $98,181 Shares 1,015 Est. Cost $102.92 Unrealized 0.0%
EVRG Evergy Inc 0.0%
Value $97,674 Shares 1,192 Est. Cost $51.71 Unrealized +49.4%
IBM Intl Business Machines 0.0%
Value $96,956 Shares 400 Est. Cost $100.69 Unrealized +182.0%
COIN Coinbase Global Inc 0.0%
Value $96,909 Shares 555 Est. Cost $176.77 Unrealized +13.5%
AROC Archrock Inc 0.0%
Value $93,090 Shares 2,675 Est. Cost $29.24 Unrealized 0.0%
BURL Burlington Stores Inc. COM 0.0%
Value $92,733 Shares 285 Est. Cost $304.20 Unrealized 0.0%
BA Boeing Co 0.0%
Value $92,151 Shares 463 Est. Cost $209.65 Unrealized +13.8%
COP Conocophillips 0.0%
Value $92,136 Shares 698 Est. Cost $40.25 Unrealized +155.0%
STAG Stag Industrial Inc 0.0%
Value $90,150 Shares 2,500 Est. Cost $31.27 Unrealized
TOL Toll Brothers Inc 0.0%
Value $88,706 Shares 650 Est. Cost $128.32 Unrealized +16.9%
VXUS Vanguard Total 0.0%
Value $85,978 Shares 1,115 Est. Cost $73.67 Unrealized
GRBK Green Brick Partners Inc 0.0%
Value $80,563 Shares 1,250 Est. Cost $51.91 Unrealized +40.7%
IWD Ishares Russell 1000 0.0%
Value $79,058 Shares 370 Est. Cost $120.00 Unrealized
ICE Intercontinental Exchnge 0.0%
Value $78,640 Shares 500 Est. Cost $96.62 Unrealized +70.8%
GILD Gilead Sciences Inc 0.0%
Value $76,654 Shares 550 Est. Cost $61.47 Unrealized +125.1%
SCHV Schwab US Large Cap 0.0%
Value $75,762 Shares 2,484 Est. Cost $31.90 Unrealized
VO Vanguard Mid-Cap ETF 0.0%
Value $74,667 Shares 260 Est. Cost $212.80 Unrealized
TXT Textron Incorporated 0.0%
Value $71,974 Shares 822 Est. Cost $43.38 Unrealized +116.7%
BKH Black Hills Corp 0.0%
Value $69,410 Shares 1,000 Est. Cost $33.02 Unrealized +117.8%
DHI D R Horton Co 0.0%
Value $68,610 Shares 500 Est. Cost $48.93 Unrealized +218.7%
COWZ Pacer US Cash Cows 100 ETF 0.0%
Value $65,062 Shares 1,040 Est. Cost $56.33 Unrealized
RSPT Invesco S&P 500 Equal Weight Tech ETF 0.0%
Value $64,767 Shares 1,431 Est. Cost $39.78 Unrealized
VB Vanguard Small Cap Etf 0.0%
Value $62,861 Shares 240 Est. Cost $183.00 Unrealized
OKE Oneok Inc 0.0%
Value $62,425 Shares 691 Est. Cost $64.43 Unrealized +21.9%
ISRG Intuitive Surgical New 0.0%
Value $62,234 Shares 135 Est. Cost $261.86 Unrealized +99.0%
MCD Mc Donalds Corp 0.0%
Value $62,158 Shares 200 Est. Cost $181.40 Unrealized +74.9%
MTH Meritage Homes Corp 0.0%
Value $61,840 Shares 1,000 Est. Cost $52.74 Unrealized +40.8%
AXP American Express Company 0.0%
Value $60,496 Shares 200 Est. Cost $78.00 Unrealized +356.6%
Bank Amer Corp 0.0%
Value $59,578 Shares 50 Est. Cost $1320.00 Unrealized
XPO Xpo Logistics Inc 0.0%
Value $56,420 Shares 290 Est. Cost $36.28 Unrealized +369.6%
ASML A S M L Holding Nv New 0.0%
Value $55,475 Shares 42 Est. Cost $555.96 Unrealized
PSX Phillips 0.0%
Value $54,472 Shares 299 Est. Cost $66.97 Unrealized +119.7%
FWRD Forward Air Corp 0.0%
Value $54,308 Shares 3,250 Est. Cost $17.76 Unrealized +55.5%
IWO Ishares Tr Russell 0.0%
Value $53,034 Shares 169 Est. Cost $224.15 Unrealized
PSK Spdr Wells Fargo 0.0%
Value $49,961 Shares 1,620 Est. Cost $43.75 Unrealized
LOW Lowes Companies Inc 0.0%
Value $48,910 Shares 207 Est. Cost $139.87 Unrealized +94.1%
ET Energy Transfer Lp 0.0%
Value $44,873 Shares 2,325 Est. Cost $19.59 Unrealized
SHAK Shake Shack Inc 0.0%
Value $44,235 Shares 500 Est. Cost $108.51 Unrealized -14.3%
MLAB Mesa Labs Inc 0.0%
Value $44,210 Shares 500 Est. Cost $102.36 Unrealized -14.6%
INTC Intel Corp 0.0%
Value $44,130 Shares 1,000 Est. Cost $38.39 Unrealized +20.9%
MTB M & T Bank Corporation 0.0%
Value $41,344 Shares 200 Est. Cost $96.18 Unrealized +129.9%
SHY Ishares Tr Bond 0.0%
Value $41,285 Shares 500 Est. Cost $84.00 Unrealized
TRN Trinity Industries 0.0%
Value $40,225 Shares 1,250 Est. Cost $20.19 Unrealized +49.0%
COST Costco Whsl Corp New 0.0%
Value $39,857 Shares 40 Est. Cost $95.75 Unrealized +906.6%
TSM Taiwan Semiconductor Manufacturing Co Ltd 0.0%
Value $38,188 Shares 113 Est. Cost $136.05 Unrealized
PGX Invesco Preferred Etf 0.0%
Value $38,080 Shares 3,500 Est. Cost $14.57 Unrealized
AZO Autozone Inc 0.0%
Value $37,156 Shares 11 Est. Cost $1039.21 Unrealized +248.8%
FAST Fastenal Co 0.0%
Value $37,120 Shares 800 Est. Cost $29.08 Unrealized +52.2%
ORCL Oracle Corporation 0.0%
Value $37,072 Shares 252 Est. Cost $28.79 Unrealized +489.2%
EME EMCOR Group Inc 0.0%
Value $36,916 Shares 50 Est. Cost $472.15 Unrealized +53.9%
SKT Tanger Fctry Outlet Ctrs 0.0%
Value $36,223 Shares 1,066 Est. Cost $35.09 Unrealized
SBUX Starbucks Corp 0.0%
Value $35,836 Shares 400 Est. Cost $72.82 Unrealized +28.6%
IAU Ishares Gold Etf 0.0%
Value $35,264 Shares 400 Est. Cost $32.50 Unrealized
SYM SYMBOTIC CL A ORD 0.0%
Value $34,580 Shares 650 Est. Cost $29.02 Unrealized +109.2%
CAG Conagra Brands Inc 0.0%
Value $34,491 Shares 2,194 Est. Cost $18.44 Unrealized -2.3%
CBRE CBRE Group Inc 0.0%
Value $33,865 Shares 250 Est. Cost $92.30 Unrealized +74.9%
CEG CONSTELLATION ENERGY ORD WI 0.0%
Value $31,555 Shares 113 Est. Cost $47.25 Unrealized +537.3%
SLF Sun Life Financial Inc 0.0%
Value $31,280 Shares 500 Est. Cost $34.04 Unrealized +88.6%
ITA iShares US Aerospace & Defense ETF 0.0%
Value $31,063 Shares 142 Est. Cost $209.26 Unrealized
KKR KKR & Co Inc 0.0%
Value $30,306 Shares 328 Est. Cost $124.29 Unrealized -7.7%
VTWO Vanguard Russell 2000 ETF 0.0%
Value $30,051 Shares 300 Est. Cost $89.36 Unrealized
NVO Novo Nordisk A/S 0.0%
Value $29,400 Shares 800 Est. Cost $55.49 Unrealized
EXPD Expeditors Intl Wash 0.0%
Value $28,646 Shares 200 Est. Cost $101.22 Unrealized +55.0%
QUBT Quantum Computing Inc 0.0%
Value $28,428 Shares 4,150 Est. Cost $5.49 Unrealized +85.1%
KMI Kinder Morgan Inc 0.0%
Value $28,165 Shares 840 Est. Cost $21.90 Unrealized +35.8%
HON Honeywell International 0.0%
Value $28,028 Shares 124 Est. Cost $60.82 Unrealized +271.5%
RCL Royal Caribbean Group 0.0%
Value $27,952 Shares 102 Est. Cost $281.58 Unrealized +9.7%
QABA First TRUST Etf Dv 0.0%
Value $26,792 Shares 460 Est. Cost $38.73 Unrealized
IEMG Ishares Core Msci 0.0%
Value $26,784 Shares 384 Est. Cost $57.29 Unrealized
AGG Ishares Core Total Etf 0.0%
Value $24,818 Shares 250 Est. Cost $109.05 Unrealized
AFL Aflac Inc 0.0%
Value $24,794 Shares 226 Est. Cost $37.56 Unrealized +196.1%
EPI Wisdomtree India Earning 0.0%
Value $23,052 Shares 565 Est. Cost $17.70 Unrealized
IBP Installed Building Products Inc 0.0%
Value $22,538 Shares 85 Est. Cost $172.73 Unrealized +77.8%
HOOD Robinhood Markets Inc COM USD0.0001 CL A 0.0%
Value $21,483 Shares 310 Est. Cost $130.05 Unrealized -26.4%
SYY Sysco Corporation 0.0%
Value $21,399 Shares 300 Est. Cost $24.38 Unrealized +237.4%
DIS Disney Walt Co 0.0%
Value $20,722 Shares 215 Est. Cost $156.80 Unrealized -30.2%
AMD Advanced Micro Devices Inc 0.0%
Value $20,343 Shares 100 Est. Cost $221.70 Unrealized 0.0%
JBS JBS NV CL A EXC1 0.0%
Value $20,205 Shares 1,125 Est. Cost $14.58 Unrealized +5.6%
QQQE Direxion NASDAQ-100 0.0%
Value $20,002 Shares 203 Est. Cost $101.61 Unrealized
QXO QXO Inc 0.0%
Value $19,906 Shares 1,025 Est. Cost $24.14 Unrealized 0.0%
ARM ARM Holdings PLC 0.0%
Value $19,818 Shares 131 Est. Cost $124.99 Unrealized
VTS VITESSE ENERGY ORD 0.0%
Value $19,558 Shares 1,077 Est. Cost $24.11 Unrealized -14.2%
METU Direxion Daily META Bull 2X ETF 0.0%
Value $19,479 Shares 870 Est. Cost $32.11 Unrealized
RTX Raytheon Technologies Co 0.0%
Value $19,290 Shares 100 Est. Cost $57.67 Unrealized +240.9%
PFG Principal Financial Grp 0.0%
Value $19,013 Shares 211 Est. Cost $30.85 Unrealized +200.3%
BUD Anheuser-Busch InBev SA/NV 0.0%
Value $17,967 Shares 259 Est. Cost $56.06 Unrealized
IWM Ishares Russell 2000 0.0%
Value $17,360 Shares 70 Est. Cost $157.14 Unrealized
MDT Medtronic Plc 0.0%
Value $17,330 Shares 200 Est. Cost $76.24 Unrealized +30.5%
DXCM DexCom Inc 0.0%
Value $17,270 Shares 275 Est. Cost $81.60 Unrealized -13.1%
MET Metlife Inc 0.0%
Value $17,044 Shares 241 Est. Cost $37.59 Unrealized +106.0%
EXC Exelon Corporation 0.0%
Value $16,667 Shares 340 Est. Cost $13.04 Unrealized +246.2%
SHOP Shopify Inc 0.0%
Value $16,607 Shares 140 Est. Cost $45.37 Unrealized +200.7%
Flaherty & Crumrine 0.0%
Value $16,600 Shares 1,000 Est. Cost $18.50 Unrealized
CPRT Copart Inc 0.0%
Value $16,467 Shares 496 Est. Cost $31.20 Unrealized +25.5%
APH Amphenol Corp Cl A 0.0%
Value $16,173 Shares 128 Est. Cost $42.12 Unrealized +247.6%
JEPI JPMorgan Equity Premium Income ETF 0.0%
Value $15,870 Shares 280 Est. Cost $56.85 Unrealized
IGSB Ishares Tr Bond 0.0%
Value $15,768 Shares 300 Est. Cost $79.05 Unrealized
FE Firstenergy Corp 0.0%
Value $15,603 Shares 308 Est. Cost $27.08 Unrealized +73.9%
PANW Palo Alto Networks 0.0%
Value $14,108 Shares 88 Est. Cost $172.15 Unrealized 0.0%
SAIA Saia Inc 0.0%
Value $14,051 Shares 40 Est. Cost $284.94 Unrealized +30.6%
IWR Ishares Russell Mid Cap 0.0%
Value $14,001 Shares 144 Est. Cost $65.14 Unrealized
UL Unilever Plc Adr New 0.0%
Value $13,445 Shares 236 Est. Cost $65.40 Unrealized
DRLL STRIVE U S ENERGY ETF 0.0%
Value $13,185 Shares 334 Est. Cost $28.09 Unrealized
DUK Duke Energy Corp New 0.0%
Value $13,094 Shares 100 Est. Cost $80.03 Unrealized +51.0%
AVGO Broadcom Inc Com 0.0%
Value $12,999 Shares 42 Est. Cost $305.74 Unrealized +9.3%
ROST Ross Stores Inc 0.0%
Value $12,565 Shares 58 Est. Cost $38.20 Unrealized +403.6%
SIRI Sirius Xm Hldgs Inc 0.0%
Value $11,586 Shares 502 Est. Cost $27.35 Unrealized -23.4%
EPD Enterprise Products Partners LP 0.0%
Value $11,352 Shares 300 Est. Cost $32.06 Unrealized
VNQ Vanguard Reit Etf 0.0%
Value $11,088 Shares 125 Est. Cost $79.36 Unrealized
PNW Pinnacle West Cap 0.0%
Value $11,083 Shares 110 Est. Cost $59.27 Unrealized +57.8%
BMI Badger Meter Inc 0.0%
Value $10,969 Shares 72 Est. Cost $27.30 Unrealized +492.7%
WRB Berkley W R Corporation 0.0%
Value $10,804 Shares 163 Est. Cost $32.57 Unrealized +113.2%
TTWO Take Two Interactv 0.0%
Value $10,468 Shares 53 Est. Cost $249.31 Unrealized -9.8%
TDG Transdigm Group Inc 0.0%
Value $10,431 Shares 9 Est. Cost $111.57 Unrealized +1120.3%
CLX Clorox Company 0.0%
Value $10,363 Shares 100 Est. Cost $107.96 Unrealized +6.0%
GEHC GE HEALTHCARE TECHNOLOGIES ORD WI 0.0%
Value $10,321 Shares 145 Est. Cost $71.08 Unrealized +15.7%
HST Host Hotels & Resorts 0.0%
Value $9,791 Shares 511 Est. Cost $11.39 Unrealized +59.4%
XLI Select Sector Industrial 0.0%
Value $9,704 Shares 60 Est. Cost $125.59 Unrealized
MKL Markel Corp 0.0%
Value $9,570 Shares 5 Est. Cost $645.09 Unrealized +222.1%
PRI Primerica Inc 0.0%
Value $9,518 Shares 38 Est. Cost $48.32 Unrealized +440.6%
ACGL Arch Cap Group Ltd New 0.0%
Value $9,503 Shares 99 Est. Cost $22.88 Unrealized +319.0%
BRO Brown & Brown Inc 0.0%
Value $8,869 Shares 136 Est. Cost $19.39 Unrealized +282.6%
LSTR Landstar System Inc 0.0%
Value $8,657 Shares 54 Est. Cost $74.07 Unrealized
ADI Analog Devices Inc 0.0%
Value $8,590 Shares 27 Est. Cost $40.45 Unrealized +681.6%
V Visa Inc Cl A 0.0%
Value $8,463 Shares 28 Est. Cost $83.07 Unrealized +296.3%
GGG Graco Incorporated 0.0%
Value $8,380 Shares 99 Est. Cost $33.25 Unrealized +168.1%
SOLV Solventum Corp Com Shs 0.0%
Value $8,163 Shares 125 Est. Cost $60.70 Unrealized +29.1%
MP MP Materials Corp 0.0%
Value $7,915 Shares 164 Est. Cost $62.91 Unrealized -1.9%
NFLX Netflix Inc 0.0%
Value $7,692 Shares 80 Est. Cost $107.81 Unrealized -22.2%
BN Brookfield Corp 0.0%
Value $7,689 Shares 190 Est. Cost $32.23 Unrealized +44.8%
EFX Equifax Inc 0.0%
Value $7,563 Shares 42 Est. Cost $68.16 Unrealized +199.8%
MA Mastercard Inc 0.0%
Value $7,548 Shares 15 Est. Cost $558.95 Unrealized -3.6%
RLI R L I Corp 0.0%
Value $7,529 Shares 132 Est. Cost $43.63 Unrealized +37.8%
TJX T J X Cos Inc 0.0%
Value $7,346 Shares 46 Est. Cost $35.00 Unrealized +340.6%
Nuveen Select TaxFree Income 0.0%
Value $7,319 Shares 510 Est. Cost $13.73 Unrealized
WDFC Wd-40 Company 0.0%
Value $6,934 Shares 34 Est. Cost $57.88 Unrealized +285.7%
EXPE Expedia Inc 0.0%
Value $6,927 Shares 30 Est. Cost $200.25 Unrealized +26.6%
Adams Express Co 0.0%
Value $6,852 Shares 313 Est. Cost $13.36 Unrealized
FCFS First Cash Finl Svcs Inc 0.0%
Value $6,768 Shares 36 Est. Cost $72.50 Unrealized +139.2%
FDX Fedex Corporation 0.0%
Value $6,767 Shares 19 Est. Cost $184.31 Unrealized +83.9%
VTV Vanguard Value ETF 0.0%
Value $6,671 Shares 34 Est. Cost $196.21 Unrealized
VUG Vanguard Growth ETF 0.0%
Value $6,552 Shares 15 Est. Cost $436.80 Unrealized
INGR Ingredion Inc 0.0%
Value $6,309 Shares 56 Est. Cost $128.89 Unrealized -9.9%
JKHY Henry Jack & Assoc Inc 0.0%
Value $6,164 Shares 39 Est. Cost $50.60 Unrealized +246.7%
CHKP Check Pt Software Tech 0.0%
Value $5,428 Shares 38 Est. Cost $68.07 Unrealized +159.2%
CCL Carnival Corp 0.0%
Value $5,339 Shares 206 Est. Cost $25.42 Unrealized +22.1%
AON A O N Plc 0.0%
Value $5,164 Shares 16 Est. Cost $191.78 Unrealized +75.2%
DG Dollar General Corp 0.0%
Value $4,647 Shares 39 Est. Cost $111.51 Unrealized +32.4%
LH Lab Cp Of Amer Hldg New 0.0%
Value $4,536 Shares 17 Est. Cost $199.50 Unrealized +35.9%
ITW Illinois Tool Works Inc 0.0%
Value $4,425 Shares 17 Est. Cost $137.47 Unrealized +98.8%
ALL Allstate Corporation 0.0%
Value $4,147 Shares 20 Est. Cost $42.91 Unrealized +373.0%
CDW Cdw Corp 0.0%
Value $4,115 Shares 34 Est. Cost $27.82 Unrealized +367.2%
STZ Constellation Brands Inc 0.0%
Value $3,600 Shares 24 Est. Cost $248.34 Unrealized -37.2%
CNI Canadian Natl Ry Co 0.0%
Value $3,494 Shares 34 Est. Cost $56.47 Unrealized +80.9%
NWSA News Corp New Cl A 0.0%
Value $3,440 Shares 138 Est. Cost $15.15 Unrealized +66.0%
BCPC Balchem Corp 0.0%
Value $3,390 Shares 20 Est. Cost $50.03 Unrealized +238.1%
OEF iShares S&P 100 ETF 0.0%
Value $3,181 Shares 10 Est. Cost $318.10 Unrealized
TER Teradyne Inc 0.0%
Value $2,965 Shares 10 Est. Cost $109.09 Unrealized +143.7%
CGNX Cognex Corp 0.0%
Value $2,939 Shares 60 Est. Cost $39.20 Unrealized +13.5%
DFIS Dimensional International Small Cap ETF 0.0%
Value $2,828 Shares 84 Est. Cost $33.67 Unrealized
TECH Techne Corp Common 0.0%
Value $2,718 Shares 52 Est. Cost $88.55 Unrealized -27.6%
SOLS Solstice Advanced Materials Inc 0.0%
Value $2,361 Shares 31 Est. Cost $47.08 Unrealized +38.5%
LW Lamb Weston Holdings 0.0%
Value $2,282 Shares 54 Est. Cost $45.94 Unrealized -0.6%
VEA Vanguard Ftse Developed 0.0%
Value $2,243 Shares 35 Est. Cost $37.97 Unrealized
PSKY PARAMOUNT SKYDANCE CORP CL B 0.0%
Value $2,237 Shares 248 Est. Cost $14.51 Unrealized -21.7%
DOW Dow Inc 0.0%
Value $1,749 Shares 42 Est. Cost $36.37 Unrealized -20.1%
BF/B Brown Forman Corp Cl B 0.0%
Value $1,454 Shares 55 Est. Cost $34.54 Unrealized -19.0%
VWO Vanguard Ftse Emerging 0.0%
Value $1,189 Shares 22 Est. Cost $39.22 Unrealized
FOUR Shift4 Payments Inc 0.0%
Value $875 Shares 20 Est. Cost $103.05 Unrealized -41.0%
MICC The Magnum Ice Cream Co NV 0.0%
Value $792 Shares 53 Est. Cost $15.68 Unrealized +7.2%
EMB iShares JPMorgan USD Emerg Markets Bond 0.0%
Value $751 Shares 8 Est. Cost $55.56 Unrealized
RIVN Rivian Automotive Inc Class A 0.0%
Value $662 Shares 44 Est. Cost $38.55 Unrealized -57.7%
FLL Full House Resorts Inc 0.0%
Value $522 Shares 232 Est. Cost $8.60 Unrealized -72.1%
ONON ON HOLDING CL A ORD 0.0%
Value $374 Shares 11 Est. Cost $42.90 Unrealized +8.0%
VTRS Viatris Inc 0.0%
Value $189 Shares 14 Est. Cost $13.33 Unrealized +5.6%
STLA Stellantis N V 0.0%
Value $156 Shares 22 Est. Cost $17.86 Unrealized
NMAX NEWSMAX INC CLASS B 0.0%
Value $104 Shares 20 Est. Cost $26.20 Unrealized -74.1%
TLRY Tilray Brands Inc 0.0%
Value $97 Shares 15 Est. Cost $12.20 Unrealized -31.7%