Sherrill & Hutchins Financial Advisory, Inc Portfolio Holdings

Sherrill & Hutchins Financial Advisory, Inc

  • $110 Billion
  • Q1 2024

Sherrill & Hutchins Financial Advisory, Inc has filed its 13F form on April 17, 2024 for Q1 2024 where it was disclosed a total value porftolio of $110 Billion distributed in 8 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Russell 1000 ETF with a value of $43.8B, Fidelity Merrimack Str Tr Tota with a value of $33.8B, American Centy ETF Tr Avantis with a value of $29B, Schwab Strategic Tr 1000 Index with a value of $953M, and Metro City Bankshares, Inc. with a value of $740M.

Examining the 13F form we can see an increase of $3.42B in the current position value, from $106B to 110B.

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 $110 Billion
ETFs: $108 Billion
Consumer Cyclical: $1.22 Billion
Financial Services: $740 Million
Healthcare: $342 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$43.8 Billion 39.91% of portfolio
183,903
Q1 2024 Reduced 2.07%
$0
$33.8 Billion 30.74% of portfolio
745,072
Q1 2024 Added 2.38%
$0
$29 Billion 26.39% of portfolio
309,300
Q1 2024 Reduced 1.4%
$0
$953 Million 0.87% of portfolio
18,800
Q4 2023 New
$668M
$740 Million 0.67% of portfolio
29,648
Q4 2023 New
$343B
$686 Million 0.63% of portfolio
1,790
Q1 2024 Added 0.28%
$730B
$530 Million 0.48% of portfolio
3,015
Q4 2023 New
$382B
$342 Million 0.31% of portfolio
2,161
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 8
  • Current Value $110 Billion
  • Prior Value $106 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 17, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 0 stocks
  • Additional Purchases 2 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