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, MCBS, and represent 98.58% of Sherrill & Hutchins Financial Advisory's stock portfolio.
- Added to shares of these 2 stocks: FBND, HD.
- Reduced shares in these 4 stocks: VONE, AVUV, HTRB, VEA.
- Sold out of its positions in HTRB, VEA.
- Sherrill & Hutchins Financial Advisory was a net seller of stock by $-1.3M.
- Sherrill & Hutchins Financial Advisory has $110M in assets under management (AUM), dropping by 3.21%.
- Central Index Key (CIK): 0002005607
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Portfolio Holdings for Sherrill & Hutchins Financial Advisory
Sherrill & Hutchins Financial Advisory holds 8 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 39.9 | $44M | -2% | 184k | 238.32 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 30.7 | $34M | +2% | 745k | 45.31 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 26.4 | $29M | 309k | 93.71 |
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| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.9 | $953k | 19k | 50.67 |
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| Metrocity Bankshares (MCBS) | 0.7 | $740k | 30k | 24.96 |
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| Home Depot (HD) | 0.6 | $687k | 1.8k | 383.51 |
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| Tesla Motors (TSLA) | 0.5 | $530k | 3.0k | 175.79 |
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| Johnson & Johnson (JNJ) | 0.3 | $342k | 2.2k | 158.23 |
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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 Q1 filed April 18, 2024
- Sherrill & Hutchins Financial Advisory 2023 Q4 filed Jan. 17, 2024