Sherrill & Hutchins Financial Advisory, Inc Portfolio Holdings

Sherrill & Hutchins Financial Advisory, Inc

  • $116 Billion
  • Q3 2024

Sherrill & Hutchins Financial Advisory, Inc has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $116 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 $44.4B, Fidelity Merrimack Str Tr Tota with a value of $37B, American Centy ETF Tr Avantis with a value of $29.3B, Schwab Strategic Tr 1000 Index with a value of $1.04B, and Metro City Bankshares, Inc. with a value of $798M.

Examining the 13F form we can see an increase of $4.94B in the current position value, from $111B to 116B.

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 $116 Billion
ETFs: $113 Billion
Consumer Cyclical: $1.53 Billion
Financial Services: $1.05 Billion
Healthcare: $350 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$44.4 Billion 38.33% of portfolio
170,607
Q3 2024 Reduced 3.29%
$0
$37 Billion 32.0% of portfolio
792,627
Q3 2024 Added 1.26%
$0
$29.3 Billion 25.3% of portfolio
305,291
Q3 2024 Reduced 0.27%
$0
$1.04 Billion 0.9% of portfolio
18,800
Q4 2023 New
$828M
$798 Million 0.69% of portfolio
26,048
Q3 2024 Reduced 12.14%
$1.46T
$800 Million 0.69% of portfolio
3,058
Q3 2024 Added 1.43%
$406B
$730 Million 0.63% of portfolio
1,801
Q3 2024 Added 0.33%
$0
$548 Million 0.47% of portfolio
3,059
Q3 2024 Added 0.39%
$0
$539 Million 0.47% of portfolio
1,021
Q3 2024 Added 0.39%
$381B
$350 Million 0.3% of portfolio
2,161
Q4 2023 New
$65.2B
$254 Million 0.22% of portfolio
2,276
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 11
  • Current Value $116 Billion
  • Prior Value $111 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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