SRS Capital Advisors »

United Homes Group shares owned by SRS Capital Advisors

Quarter-by-quarter ownership of United Homes Group (UHG) shares owned by SRS Capital Advisors from 13F filings

Historical chart of SRS Capital Advisors investment in United Homes Group

Tip: Access up to 7 years of quarterly data

All positions including United Homes Group held by SRS Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in United Homes Group by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6k 386 4.13
2025-06-30 $6 2 3.00
2025-03-31 $6 2 3.00
2024-09-30 $719 117 6.15
2024-06-30 $665 117 5.69

More positions owned by SRS Capital Advisors

Vanguard Index Fds Growth Etf (VOO)
Ishares Tr Ishs 1-5yr Invs (OEF)
First Tr Exchange-traded Wtr Etf (FDL)
American Centy Etf Tr Us Large Cap Vlu (KORP)
Dimensional Etf Trust Intl Core Equity (DFAI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Schwab Strategic Tr Us Tips Etf (SCHB)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)
First Tr Exchange Traded Risng Divd Achiv (FXN)
NVIDIA Corporation (NVDA)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Spdr S&p 500 Etf Tr Tr Unit
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for SRS Capital Advisors

Top funds holding United Homes Group

Fidelity National Financial
Cetera Investment Advisers
H D Vest Advisory Services
Stonebridge Wealth Management
Vanguard Group
Renaissance Technologies
Geode Capital Management
VELA Investment Management
Citadel Advisors
Evernest Financial Advisors
Stoneridge Investment Partners
XTX Topco
Millennium Management
Northern Trust
Bridgeway Capital Management

View all funds holding United Homes Group