Sherry Group

Sherry Group as of March 31, 2026

Portfolio Holdings for Sherry Group

Sherry Group holds 41 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 18.7 $17M 98k 174.40
Ishares Tr Ultra Short Dur Ultra Short Dur (ICSH) 13.1 $12M 238k 50.62
Vanguard Large-cap Index Fund Large Cap Etf (VV) 8.5 $7.8M 26k 298.85
Innovator S&p Power Buffer Etf-november Us Eqty Pwr Buf (PNOV) 7.1 $6.5M 155k 41.72
Tesla Motors (TSLA) 4.9 $4.5M 12k 371.75
Vanguard Total Bond Market Index Fund Total Bnd Mrkt (BND) 4.7 $4.3M 59k 73.64
Innovator Etfs Trust Growth 100 Pwr B Growth 100 Pwr B (NNOV) 3.8 $3.5M 126k 27.86
Wal-Mart Stores (WMT) 2.8 $2.5M 21k 124.28
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA) 2.7 $2.5M 39k 64.08
Vanguard Mid-cap Index Fund Mid Cap Etf (VO) 2.5 $2.3M 7.9k 287.21
Global X Superdividend U.s. Etf Globx Supdv Us (DIV) 2.3 $2.2M 114k 18.90
Ishares Fallen Angels Usd Bond Etf Faln Angls Usd (FALN) 2.3 $2.1M 80k 26.72
Netflix (NFLX) 2.2 $2.0M 21k 96.15
Tidal Trust Iii Vistashares Trgt Vistashares Trgt (OMAH) 2.1 $1.9M 107k 18.02
Alps Equal Sector Weight Etf Equal Sec Etf (EQL) 1.9 $1.7M 36k 47.56
Berkshire Hathaway Inc. Class B 1.4 $1.3M 2.7k 479.20
State Street Technology Select Sector Sp State Street Tec (XLK) 1.4 $1.2M 9.3k 132.90
Ishares S&p Smallcap 600 Index Fund Core S&p Scp Etf (IJR) 1.3 $1.2M 9.9k 124.31
Wisdomtree Emerging Markets Ex-state Own Em Ex St-owned (XSOE) 1.3 $1.2M 30k 40.10
Innovator Etfs Trust Growth 100 Pwr B Growth 100 Pwr B (NAUG) 1.3 $1.1M 40k 28.95
State Street Real Estate Select Sector S State Street Rea (XLRE) 1.2 $1.1M 28k 40.83
State Street Energy Select Sector Spdr E State Street Ene (XLE) 1.2 $1.1M 19k 61.26
Innovator Etfs Trust Us Small Cap Pwr Us Small Cap Pwr (KNOV) 1.2 $1.1M 39k 28.66
Vanguard Total Stock Market Index Fund Total Stk Mkt (VTI) 1.2 $1.1M 3.4k 320.81
Vanguard Information Technology Index Fu Inf Tech Etf (VGT) 1.2 $1.1M 1.5k 697.72
Apple (AAPL) 1.0 $910k 3.6k 253.79
Amazon (AMZN) 1.0 $900k 4.3k 208.27
Zoom Video Communications In cl a (ZM) 0.9 $780k 9.7k 80.39
Vanguard Dividend Appreciation Index Fun Div App Etf (VIG) 0.8 $753k 3.5k 215.06
State Street Financial Select Sector Spd State Street Fin (XLF) 0.8 $739k 15k 49.37
Vanguard Energy Index Fund Energy Etf (VDE) 0.5 $501k 2.9k 173.04
Alphabet Inc Class A cs (GOOGL) 0.4 $381k 1.3k 287.45
Ishares Silver Trust Ishares (SLV) 0.4 $326k 4.8k 68.14
Innovator Etfs Trust Us Small Cap Pwr Us Small Cap Pwr (KAUG) 0.3 $303k 11k 26.81
Uber Technologies (UBER) 0.3 $285k 4.0k 71.93
Broadcom (AVGO) 0.3 $246k 795.00 309.51
Innovator Russell 2000 Power Buffer Etf- Us Sml Cp Pwr B (KJAN) 0.2 $222k 4.2k 53.37
Innovator S&p Power Buffer Etf-january Us Eqty Pwr Buf (PJAN) 0.2 $201k 4.4k 46.13
Schwab U.s. Broad Market Etf Us Brd Mkt Etf (SCHB) 0.2 $197k 7.8k 25.10
Annovis Bio (ANVS) 0.1 $128k 57k 2.23
Piedmont Office Realty Trust (PDM) 0.1 $75k 11k 6.57