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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$381B
$350 Million 0.3% of portfolio
2,161
Q4 2023 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
Track This Portfolio

Track Sherrill & Hutchins Financial Advisory, Inc Portfolio

Follow Sherrill & Hutchins Financial Advisory, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sherrill & Hutchins Financial Advisory, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Sherrill & Hutchins Financial Advisory, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email