Sherman Asset Management, Inc. Reduced Holdings in Q1 2025

Sherman Asset Management, Inc.

  • $105 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-5.15K
- 85.62%
$725.72 - $929.72 $3.74M - $4.79M
865 $715M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.74K
- 96.67%
$551.42 - $612.93 $959K - $1.07M
60 $33.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-953
- 1.29%
$102.49 - $119.96 $97.7K - $114K
72.9K $7.62B
GOOGL
Alphabet Inc.

Communication Services
-1
- 0.01%
$154.33 - $206.19 $154 - $206
19.1K $2.96B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-6.17K
- 14.68%
$57.21 - $65.8 $353K - $406K
35.9K $2.09B
MSFT
Microsoft Corp

Technology
-4
- 0.05%
$375.39 - $447.2 $1.5K - $1.79K
7.99K $3B
AMZN
Amazon Com Inc

Consumer Cyclical
-7
- 0.08%
$190.26 - $242.06 $1.33K - $1.69K
8.36K $1.59B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-7.17K
- 43.84%
$25.58 - $29.24 $183K - $210K
9.19K $241M
XLY
Select Sector Spdr Consumer Di

ETFs
-376
- 15.33%
$192.6 - $233.2 $72.4K - $87.7K
2.08K $410M
XLC
Select Sector Spdr Tr Communic

ETFs
-1.15K
- 19.21%
$94.84 - $105.31 $109K - $121K
4.84K $467M
XLF
Financial Sector Spdr

ETFs
-1.56K
- 14.91%
$47.32 - $52.19 $73.8K - $81.4K
8.9K $443M
XLV
Select Sector Spdr Fund Health

ETFs
-753
- 12.92%
$137.61 - $149.68 $104K - $113K
5.07K $741M
SQ
Block, Inc.

Technology
-463
- 44.52%
$54.04 - $92.95 $25K - $43K
577 $31.3M
META
Meta Platforms, Inc.

Communication Services
-8
- 0.14%
$576.36 - $736.67 $4.61K - $5.89K
5.57K $3.21B
XLP
Consumer Staples Sector Spdr

ETFs
-898
- 13.07%
N/A
5.97K $488M
VNQ
Vanguard Specialized Funds Van

ETFs
-781
- 4.16%
$85.55 - $94.34 $66.8K - $73.7K
18K $1.63B
SPYG
Spdr Portfolio

ETFs
-135
- 4.3%
$80.05 - $92.39 $10.8K - $12.5K
3.01K $242M
ORCL
Oracle Corp

Technology
-9
- 0.79%
$139.81 - $186.47 $1.26K - $1.68K
1.13K $157M
MRK
Merck & Co., Inc.

Healthcare
-9
- 0.46%
$83.01 - $101.02 $747 - $909
1.97K $176M
MS
Morgan Stanley

Financial Services
-8
- 0.68%
$111.68 - $141.08 $893 - $1.13K
1.16K $136M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-118
- 8.63%
$37.84 - $44.02 $4.47K - $5.19K
1.25K $48M
BAC
Bank Of America Corp

Financial Services
-23
- 0.9%
$39.61 - $47.74 $911 - $1.1K
2.55K $106M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-8
- 8.25%
$507.05 - $563.67 $4.06K - $4.51K
89 $45.7M
PFE
Pfizer Inc

Healthcare
-19
- 0.39%
$25.01 - $27.13 $475 - $515
4.83K $122M
PEP
Pepsico Inc

Consumer Defensive
-6
- 0.49%
$142.64 - $156.42 $856 - $939
1.21K $181M
CMCSA
Comcast Corp

Communication Services
-17
- 0.62%
$33.19 - $38.23 $564 - $650
2.73K $101M
C
Citigroup Inc

Financial Services
-15
- 1.0%
$67.23 - $84.63 $1.01K - $1.27K
1.48K $105M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-13
- 12.62%
$56.12 - $68.15 $730 - $886
90 $6.11M
CL
Colgate Palmolive CO

Consumer Defensive
-10
- 1.28%
$85.68 - $97.5 $857 - $975
772 $72.4M
JPM
Jpmorgan Chase & CO

Financial Services
-6
- 1.04%
$225.19 - $279.95 $1.35K - $1.68K
570 $140M
CSCO
Cisco Systems, Inc.

Technology
-15
- 1.17%
$58.74 - $64.87 $881 - $973
1.27K $78.2M
CVS
Cvs Health Corp

Healthcare
-9
- 3.18%
$44.22 - $68.64 $398 - $618
274 $18.6M
BMY
Bristol Myers Squibb CO

Healthcare
-12
- 0.42%
$53.9 - $63.11 $647 - $757
2.85K $174M
VZ
Verizon Communications Inc

Communication Services
-18
- 0.64%
$37.81 - $46.49 $681 - $837
2.79K $127M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-138
- 2.98%
$75.32 - $84.77 $10.4K - $11.7K
4.5K $368M
T
At&T Inc.

Communication Services
-42
- 1.07%
$21.56 - $28.28 $906 - $1.19K
3.9K $110M
SBUX
Starbucks Corp

Consumer Cyclical
-8
- 0.25%
$91.75 - $115.81 $734 - $926
3.14K $308M
MA
Mastercard Inc

Financial Services
-2
- 0.16%
$504.67 - $576.31 $1.01K - $1.15K
1.27K $693M
KO
Coca Cola CO

Consumer Defensive
-14
- 0.41%
$60.81 - $72.32 $851 - $1.01K
3.42K $245M
GILD
Gilead Sciences, Inc.

Healthcare
-11
- 0.57%
$89.14 - $117.41 $981 - $1.29K
1.92K $215M
ABT
Abbott Laboratories

Healthcare
-7
- 0.32%
$111.1 - $140.22 $778 - $982
2.21K $293M
JNJ
Johnson & Johnson

Healthcare
-6
- 0.24%
$142.06 - $167.7 $852 - $1.01K
2.49K $413M
VEA
Vanguard Ftse Developed Market

ETFs
-521
- 1.01%
$47.4 - $52.99 $24.7K - $27.6K
50.9K $2.59B
Activity Summary
Buys All Purchases 32 New Holdings 4 Increased Positions 28 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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