Sherrill & Hutchins Financial Advisory, Inc Portfolio Holdings

Sherrill & Hutchins Financial Advisory, Inc

  • $129 Billion
  • Q2 2025

Sherrill & Hutchins Financial Advisory, Inc has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $129 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 $46.3B, Fidelity Merrimack Str Tr Tota with a value of $39.5B, American Centy ETF Tr Avantis with a value of $28.8B, Franklin Templeton ETF Tr Libe with a value of $9.45B, and Schwab Strategic Tr 1000 Index with a value of $1.09B.

Examining the 13F form we can see an increase of $11.4B in the current position value, from $117B to 129B.

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 $129 Billion
ETFs: $126 Billion
Consumer Cyclical: $1.12 Billion
Financial Services: $972 Million
Healthcare: $330 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$757M
$744 Million 0.58% of portfolio
26,048
Q3 2024 Reduced 12.14%
$380B
$635 Million 0.49% of portfolio
1,733
Q2 2025 Added 1.29%
$1T
$481 Million 0.37% of portfolio
1,515
Q2 2025 Reduced 0.13%
$409B
$330 Million 0.26% of portfolio
2,161
Q2 2025 Reduced 0.09%
$64.4B
$228 Million 0.18% of portfolio
2,158
Q1 2025 Reduced 5.18%

Summary

  • Portfolio
  • No. of Stocks 12
  • Current Value $129 Billion
  • Prior Value $117 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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