Sherrill & Hutchins Financial Advisory as of June 30, 2025
Portfolio Holdings for Sherrill & Hutchins Financial Advisory
Sherrill & Hutchins Financial Advisory holds 12 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 36.0 | $46M | 165k | 280.86 | |
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 30.7 | $40M | 863k | 45.75 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 22.4 | $29M | 316k | 91.10 | |
| Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) | 7.3 | $9.5M | 174k | 54.31 | |
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.9 | $1.1M | 37k | 29.82 | |
| Metrocity Bankshares (MCBS) | 0.6 | $745k | 26k | 28.58 | |
| Home Depot (HD) | 0.5 | $635k | 1.7k | 366.64 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $587k | 1.0k | 567.93 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $557k | 3.1k | 181.74 | |
| Tesla Motors (TSLA) | 0.4 | $481k | 1.5k | 317.66 | |
| Johnson & Johnson (JNJ) | 0.3 | $330k | 2.2k | 152.78 | |
| AFLAC Incorporated (AFL) | 0.2 | $228k | 2.2k | 105.46 |
