Sherrill & Hutchins Financial Advisory, Inc Portfolio Holdings

Sherrill & Hutchins Financial Advisory, Inc

  • $117 Billion
  • Q1 2025

Sherrill & Hutchins Financial Advisory, Inc has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $117 Billion distributed in 12 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Russell 1000 ETF with a value of $41.2B, Fidelity Merrimack Str Tr Tota with a value of $39B, American Centy ETF Tr Avantis with a value of $26.3B, Franklin Templeton ETF Tr Libe with a value of $6.4B, and Schwab Strategic Tr 1000 Index with a value of $988M.

Examining the 13F form we can see an increase of $4.18B in the current position value, from $113B to 117B.

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 $117 Billion
ETFs: $115 Billion
Consumer Cyclical: $1.02 Billion
Financial Services: $958 Million
Healthcare: $359 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$41.2 Billion 35.14% of portfolio
162,372
Q1 2025 Added 0.86%
$0
$39 Billion 33.26% of portfolio
854,544
Q1 2025 Added 3.72%
$0
$26.3 Billion 22.41% of portfolio
301,577
Q1 2025 Added 2.53%
$0
$6.4 Billion 5.46% of portfolio
120,826
Q1 2025 New
$0
$988 Million 0.84% of portfolio
36,684
Q4 2024 Added 95.13%
$697M
$718 Million 0.61% of portfolio
26,048
Q3 2024 Reduced 12.14%
$375B
$627 Million 0.53% of portfolio
1,711
Q1 2025 Reduced 5.26%
$0
$531 Million 0.45% of portfolio
3,066
Q1 2025 Added 0.46%
$0
$526 Million 0.45% of portfolio
1,024
Q4 2024 Added 0.29%
$818B
$393 Million 0.34% of portfolio
1,517
Q4 2024 Reduced 50.39%
$434B
$359 Million 0.31% of portfolio
2,163
Q1 2025 Added 0.09%
$70.3B
$240 Million 0.2% of portfolio
2,158
Q1 2025 Reduced 5.18%

Summary

  • Portfolio
  • No. of Stocks 12
  • Current Value $117 Billion
  • Prior Value $113 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 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