SRH ADVISORS, LLC

13F Portfolio Filings

Most recent 13F
Q4 2024
Location
Salina, KS
CIK
0001512779
Alternate names
Rocky Mountain Advisers, LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2024 281 337,110 SRHQ, ELEVATION SERIES TRUST, SCHD, JPM 13F-HR 1/29/2025 000151277925000003
Q3 2024 285 329,429 SRHQ, ELEVATION SERIES TRUST, SCHD, JPM 13F-HR 11/1/2024 000151277924000010
Q2 2024 290 298,726 SRHQ, ELEVATION SERIES TRUST, SCHD, JPM 13F-HR 8/6/2024 000151277924000007
Q1 2024 307 315,458 SRHQ, ELEVATION SERIES TRUST, SCHD, JPM 13F-HR 4/26/2024 000151277924000005
Q4 2023 298 286,410 ELEVATION SERIES TRUST, SCHD, JPM, UTF 13F-HR 1/24/2024 000151277924000002
Q3 2023 292 205,112 ELEVATION SERIES TRUST, SCHD, JPM, UTF 13F-HR 10/31/2023 000151277923000009
Q2 2023 294 187,791 ELEVATION SERIES TRUST, UTF, JPM, SCHB 13F-HR 7/27/2023 000151277923000007
Q1 2023 294 187,794 ELEVATION SERIES TRUST, UTF, JPM, SCHB 13F-HR 4/19/2023 000151277923000005
Q4 2022 303 180,275 ELEVATION SERIES TRUST, UTF, JPM, SCHB 13F-HR 2/1/2023 000151277923000002
Q3 2022 320 76,839 UTF, JPM, SCHB, SCHD 13F-HR 10/17/2022 000151277922000009
Q2 2022 304 81,108 UTF, JPM, SCHB, BRK-A 13F-HR 7/26/2022 000151277922000007
Q1 2022 310 90,144 UTF, SCHB, JPM, BRK-A 13F-HR 4/27/2022 000151277922000005
Q4 2021 312 88,038 UTF, SCHB, JPM, SCHD 13F-HR 2/9/2022 000151277922000003
Q3 2021 306 82,141 UTF, JPM, SCHB, SCHD 13F-HR 10/26/2021 000151277921000008
Q2 2021 302 80,272 UTF, JPM, SCHB, SCHD 13F-HR 7/22/2021 000151277921000006
Q1 2021 298 70,294 UTF, JPM, SCHB, BRK-B 13F-HR 4/27/2021 000151277921000004
Q4 2020 299 60,470 UTF, JPM, SCHB, BRK-B 13F-HR 1/22/2021 000151277921000002
Q3 2020 310 51,990 UTF, JPM, SCHB, BRK-B 13F-HR 10/21/2020 000151277920000008
Q2 2020 288 40,217 UTF, JPM, SCHB, WMT 13F-HR 7/27/2020 000151277920000006
Q1 2020 275 35,967 UTF, JPM, BRK-B, WMT 13F-HR 4/29/2020 000151277920000004
Q4 2019 264 31,155 BRK-B, SCHB, SCHD, BIF 13F-HR 1/31/2020 000151277920000002
Q3 2019 267 29,672 BRK-B, SCHB, BIF, SCHD 13F-HR 10/25/2019 000151277919000008
Q2 2019 273 29,321 BRK-B, SCHB, BIF, SCHD 13F-HR 7/26/2019 000151277919000006
Q1 2019 266 28,171 BERKSHIRE HATHAWAY INC DEL, SCHB, BIF, SCHD 13F-HR 4/25/2019 000151277919000004
Q4 2018 270 26,123 BRK-B, BIF, SCHB, SCHD 13F-HR 1/22/2019 000151277919000002
Q3 2018 292 29,205 BRK-B, BIF, SCHB, SCHD 13F-HR 10/23/2018 000151277918000014
Q2 2018 279 26,682 BRK-B, BIF, SCHB, VIG 13F-HR 8/14/2018 000151277918000012
Q1 2018 248 25,212 BRK-B, BIF, SCHB, VIG 13F-HR 5/16/2018 000151277918000003
Q4 2017 238 25,306 BRK-B, BIF, SCHB, VIG 13F-HR 2/14/2018 000151277918000002
Q3 2017 246 23,591 BRK-B, BIF, VIG, WTW 13F-HR 11/14/2017 000151277917000023
Q2 2017 222 20,990 BRK-B, BIF, VIG, SCHP 13F-HR 8/14/2017 000151277917000014
Q1 2017 224 21,421 BRK-B, WTW, BIF, VIG 13F-HR 5/15/2017 000151277917000005
Q4 2016 232 20,133 BRK-B, WTW, BIF, VIG 13F-HR 2/14/2017 000151277917000003
Q3 2016 233 19,166 BRK-B, WTW, BIF, SO 13F-HR 11/14/2016 000151277916000045
Q2 2016 230 18,794 BRK-B, WTW, BIF, SO 13F-HR 8/15/2016 000151277916000039
Q1 2016 247 18,144 WTW, BRK-B, BIF, SO 13F-HR 5/16/2016 000151277916000035
Q4 2015 250 17,011 TW, BRK-B, BIF, SO 13F-HR 2/16/2016 000151277916000031
Q3 2015 270 17,048 TW, BRK-B, BIF, SO 13F-HR 11/16/2015 000151277915000026
Q2 2015 259 15,855 TW, BRK-B, BIF, VIG 13F-HR 8/14/2015 000151277915000014
Q1 2015 260 15,135 TW, BRK-B, BIF, VIG 13F-HR 5/15/2015 000151277915000005
Q4 2014 263 14,685 TW, BRK-B, VIG, WMT 13F-HR 2/11/2015 000151277915000001
Q3 2014 255 12,976 TW, BRK-B, IBM, WMT 13F-HR 11/14/2014 000151277914000007
Q2 2014 151 12,701 TW, BRK-B, BRK-A, IBM 13F-HR 8/14/2014 000151277914000006
Q1 2014 147 12,500 TW, BRK-B, BRK-A, IBM 13F-HR 5/15/2014 000151277914000004
Q4 2013 152 10,157 BRK-B, TW, BRK-A, IBM 13F-HR 2/14/2014 000151277914000002