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, FLQM, SCHK, and represent 97.13% of Sherrill & Hutchins Financial Advisory's stock portfolio.
- Added to shares of these 5 stocks: FLQM, FBND, SCHK, RSP, HD.
- Reduced shares in these 2 stocks: VONE, AVUV.
- Sherrill & Hutchins Financial Advisory was a net buyer of stock by $1.9M.
- Sherrill & Hutchins Financial Advisory has $138M in assets under management (AUM), dropping by 7.28%.
- Central Index Key (CIK): 0002005607
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Portfolio Holdings for Sherrill & Hutchins Financial Advisory
Sherrill & Hutchins Financial Advisory holds 12 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 35.6 | $49M | 163k | 302.35 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 29.5 | $41M | 880k | 46.24 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 22.5 | $31M | 312k | 99.53 |
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| Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) | 8.5 | $12M | +19% | 208k | 56.45 |
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| Schwab Strategic Tr 1000 Index Etf (SCHK) | 1.1 | $1.5M | +25% | 46k | 32.12 |
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| Metrocity Bankshares (MCBS) | 0.5 | $721k | 26k | 27.69 |
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| Home Depot (HD) | 0.5 | $704k | 1.7k | 405.29 |
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| Tesla Motors (TSLA) | 0.5 | $674k | 1.5k | 444.72 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $633k | 1.0k | 612.27 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $585k | 3.1k | 189.70 |
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| Johnson & Johnson (JNJ) | 0.3 | $401k | 2.2k | 185.46 |
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| AFLAC Incorporated (AFL) | 0.2 | $241k | 2.2k | 111.70 |
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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 2025 Q3 filed Oct. 8, 2025
- Sherrill & Hutchins Financial Advisory 2025 Q2 filed July 11, 2025
- Sherrill & Hutchins Financial Advisory 2025 Q1 filed April 10, 2025
- Sherrill & Hutchins Financial Advisory 2024 Q4 filed Jan. 14, 2025
- 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