Sherrill & Hutchins Financial Advisory as of Sept. 30, 2025
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 | |
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 29.5 | $41M | 880k | 46.24 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 22.5 | $31M | 312k | 99.53 | |
| Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) | 8.5 | $12M | 208k | 56.45 | |
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 1.1 | $1.5M | 46k | 32.12 | |
| Metrocity Bankshares (MCBS) | 0.5 | $721k | 26k | 27.69 | |
| Home Depot (HD) | 0.5 | $704k | 1.7k | 405.29 | |
| Tesla Motors (TSLA) | 0.5 | $674k | 1.5k | 444.72 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $633k | 1.0k | 612.27 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $585k | 3.1k | 189.70 | |
| Johnson & Johnson (JNJ) | 0.3 | $401k | 2.2k | 185.46 | |
| AFLAC Incorporated (AFL) | 0.2 | $241k | 2.2k | 111.70 |
