Sherrill & Hutchins Financial Advisory, Inc Portfolio Holdings

Sherrill & Hutchins Financial Advisory, Inc

  • $111 Billion
  • Q2 2024

Sherrill & Hutchins Financial Advisory, Inc has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $111 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 $43.4B, Fidelity Merrimack Str Tr Tota with a value of $35.2B, American Centy ETF Tr Avantis with a value of $27.5B, Schwab Strategic Tr 1000 Index with a value of $984M, and Metro City Bankshares, Inc. with a value of $783M.

Examining the 13F form we can see an increase of $1.01B in the current position value, from $110B to 111B.

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 $111 Billion
ETFs: $108 Billion
Consumer Cyclical: $1.21 Billion
Financial Services: $986 Million
Healthcare: $316 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$43.4 Billion 39.17% of portfolio
176,409
Q2 2024 Reduced 4.07%
$0
$35.2 Billion 31.73% of portfolio
782,785
Q2 2024 Added 5.06%
$0
$27.5 Billion 24.78% of portfolio
306,117
Q2 2024 Reduced 1.03%
$0
$984 Million 0.89% of portfolio
18,800
Q4 2023 New
$0
$509 Million 0.46% of portfolio
1,017
Q2 2024 New
$0
$501 Million 0.45% of portfolio
3,047
Q2 2024 New
$0
$276 Million 0.25% of portfolio
8,238
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 12
  • Current Value $111 Billion
  • Prior Value $110 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 4 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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