Sherrill & Hutchins Financial Advisory as of Sept. 30, 2024
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 | 171k | 260.07 | |
Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 32.0 | $37M | 793k | 46.74 | |
American Centy Etf Tr Us Sml Cp Valu (AVUV) | 25.3 | $29M | 305k | 95.95 | |
Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.9 | $1.0M | 19k | 55.29 | |
Tesla Motors (TSLA) | 0.7 | $800k | 3.1k | 261.63 | |
Metrocity Bankshares (MCBS) | 0.7 | $798k | 26k | 30.62 | |
Home Depot (HD) | 0.6 | $730k | 1.8k | 405.16 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.5 | $548k | 3.1k | 179.16 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $539k | 1.0k | 527.47 | |
Johnson & Johnson (JNJ) | 0.3 | $350k | 2.2k | 162.10 | |
AFLAC Incorporated (AFL) | 0.2 | $255k | 2.3k | 111.80 |