Sherrill & Hutchins Financial Advisory, Inc Portfolio Holdings

Sherrill & Hutchins Financial Advisory, Inc

  • $113 Billion
  • Q4 2024

Sherrill & Hutchins Financial Advisory, Inc has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $113 Billion distributed in 11 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Russell 1000 ETF with a value of $42.9B, Fidelity Merrimack Str Tr Tota with a value of $37B, American Centy ETF Tr Avantis with a value of $28.4B, Schwab Strategic Tr 1000 Index with a value of $1.04B, and Metro City Bankshares, Inc. with a value of $832M.

Examining the 13F form we can see an decrease of $2.65B in the current position value, from $116B to 113B.

Sherrill & Hutchins Financial Advisory, Inc is based out at Atlanta, GA

Below you can find more details about Sherrill & Hutchins Financial Advisory, Inc portfolio as well as his latest detailed transactions.

Portfolio value $113 Billion
ETFs: $110 Billion
Consumer Cyclical: $1.32 Billion
Financial Services: $1.07 Billion
Healthcare: $313 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$42.9 Billion 37.96% of portfolio
160,991
Q4 2024 Reduced 5.64%
$0
$37 Billion 32.68% of portfolio
823,928
Q4 2024 Added 3.95%
$0
$28.4 Billion 25.1% of portfolio
294,142
Q4 2024 Reduced 3.65%
$0
$1.04 Billion 0.92% of portfolio
36,684
Q4 2024 Added 95.13%
$796M
$832 Million 0.74% of portfolio
26,048
Q3 2024 Reduced 12.14%
$424B
$702 Million 0.62% of portfolio
1,806
Q4 2024 Added 0.28%
$1.28T
$613 Million 0.54% of portfolio
1,517
Q4 2024 Reduced 50.39%
$0
$552 Million 0.49% of portfolio
1,024
Q4 2024 Added 0.29%
$0
$535 Million 0.47% of portfolio
3,052
Q4 2024 Reduced 0.23%
$384B
$313 Million 0.28% of portfolio
2,161
Q4 2023 New
$66.3B
$235 Million 0.21% of portfolio
2,276
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 11
  • Current Value $113 Billion
  • Prior Value $116 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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