Sherrill & Hutchins Financial Advisory
Latest statistics and disclosures from Sherrill & Hutchins Financial Advisory's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VONE, FBND, AVUV, SCHK, TSLA, and represent 97.22% of Sherrill & Hutchins Financial Advisory's stock portfolio.
- Added to shares of these 5 stocks: FBND, TSLA, HD, RSP, VOO.
- Reduced shares in these 4 stocks: VONE, HTRB, MCBS, AVUV.
- Sold out of its position in HTRB.
- Sherrill & Hutchins Financial Advisory was a net seller of stock by $-1.5M.
- Sherrill & Hutchins Financial Advisory has $116M in assets under management (AUM), dropping by 4.46%.
- Central Index Key (CIK): 0002005607
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Portfolio Holdings for Sherrill & Hutchins Financial Advisory
Sherrill & Hutchins Financial Advisory holds 11 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 38.3 | $44M | -3% | 171k | 260.07 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 32.0 | $37M | 793k | 46.74 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 25.3 | $29M | 305k | 95.95 |
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| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.9 | $1.0M | 19k | 55.29 |
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| Tesla Motors (TSLA) | 0.7 | $800k | 3.1k | 261.63 |
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| Metrocity Bankshares (MCBS) | 0.7 | $798k | -12% | 26k | 30.62 |
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| Home Depot (HD) | 0.6 | $730k | 1.8k | 405.16 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.5 | $548k | 3.1k | 179.16 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $539k | 1.0k | 527.47 |
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| Johnson & Johnson (JNJ) | 0.3 | $350k | 2.2k | 162.10 |
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| AFLAC Incorporated (AFL) | 0.2 | $255k | 2.3k | 111.80 |
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Past Filings by Sherrill & Hutchins Financial Advisory
SEC 13F filings are viewable for Sherrill & Hutchins Financial Advisory going back to 2023
- Sherrill & Hutchins Financial Advisory 2024 Q3 filed Oct. 7, 2024
- Sherrill & Hutchins Financial Advisory 2024 Q2 filed July 12, 2024
- Sherrill & Hutchins Financial Advisory 2024 Q1 filed April 18, 2024
- Sherrill & Hutchins Financial Advisory 2023 Q4 filed Jan. 17, 2024