Sherrill & Hutchins Financial Advisory, Inc Portfolio Holdings

Sherrill & Hutchins Financial Advisory, Inc

  • $138 Billion
  • Q3 2025

Sherrill & Hutchins Financial Advisory, Inc has filed its 13F form on October 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $138 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 $49.1B, Fidelity Merrimack Str Tr Tota with a value of $40.7B, American Centy ETF Tr Avantis with a value of $31.1B, Franklin Templeton ETF Tr Libe with a value of $11.7B, and Schwab Strategic Tr 1000 Index with a value of $1.48B.

Examining the 13F form we can see an increase of $9.37B in the current position value, from $129B to 138B.

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 $138 Billion
ETFs: $135 Billion
Consumer Cyclical: $1.38 Billion
Financial Services: $962 Million
Healthcare: $401 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 12
  • Current Value $138 Billion
  • Prior Value $129 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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