Sherrill & Hutchins Financial Advisory as of March 31, 2025
Portfolio Holdings for Sherrill & Hutchins Financial Advisory
Sherrill & Hutchins Financial Advisory holds 12 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 35.1 | $41M | 162k | 253.86 | |
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 33.3 | $39M | 855k | 45.65 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 22.4 | $26M | 302k | 87.17 | |
| Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) | 5.5 | $6.4M | 121k | 53.01 | |
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.8 | $988k | 37k | 26.92 | |
| Metrocity Bankshares (MCBS) | 0.6 | $718k | 26k | 27.57 | |
| Home Depot (HD) | 0.5 | $627k | 1.7k | 366.43 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.5 | $531k | 3.1k | 173.23 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $526k | 1.0k | 513.82 | |
| Tesla Motors (TSLA) | 0.3 | $393k | 1.5k | 259.16 | |
| Johnson & Johnson (JNJ) | 0.3 | $359k | 2.2k | 165.88 | |
| AFLAC Incorporated (AFL) | 0.2 | $240k | 2.2k | 111.19 |
