Sherman Asset Management, Inc. Top Holdings and 13F Report (2025) About Sherman Asset Management, Inc.Investment ActivitySherman Asset Management, Inc. has $109.30 million in total holdings as of December 31, 2024.Sherman Asset Management, Inc. owns shares of 177 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Largest Holdings iShares Core S&P 500 ETF $19,645,403Vanguard Total Stock Market ETF $10,065,147iShares Core S&P Small-Cap ETF $8,506,761Technology Select Sector SPDR Fund $6,995,803Eli Lilly and Company $4,643,853 Sector AllocationMap of 500 Largest Holdings ofSherman Asset Management, Inc. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$19,645,40333,37218.0%ETFVTIVanguard Total Stock Market ETF$10,065,14734,7309.2%ETFIJRiShares Core S&P Small-Cap ETF$8,506,76173,8317.8%ETFXLKTechnology Select Sector SPDR Fund$6,995,80330,0876.4%ETFLLYEli Lilly and Company$4,643,8536,0154.2%MedicalAAPLApple$3,641,70214,5423.3%Computer and TechnologyGOOGLAlphabet$3,623,20219,1403.3%Computer and TechnologyMSFTMicrosoft$3,368,1557,9913.1%Computer and TechnologyMETAMeta Platforms$3,267,7315,5813.0%Computer and TechnologyBNDVanguard Total Bond Market ETF$2,733,46538,0122.5%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$2,677,30059,6022.4%ETFIJHiShares Core S&P Mid-Cap ETF$2,618,59842,0252.4%ETFVEAVanguard FTSE Developed Markets ETF$2,459,75851,4382.3%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$2,455,92138,7062.2%ManufacturingAMZNAmazon.com$1,836,2948,3701.7%Retail/WholesaleVNQVanguard Real Estate ETF$1,672,26018,7731.5%ETFSPDWSPDR Portfolio Developed World ex-US ETF$1,621,51447,5101.5%ETFTSLATesla$1,461,4973,6191.3%Auto/Tires/TrucksSCHPSchwab U.S. TIPS ETF$1,179,49845,6641.1%ETFSPYSPDR S&P 500 ETF Trust$1,054,9441,8001.0%FinanceTSMTaiwan Semiconductor Manufacturing$945,5324,7880.9%Computer and TechnologyNVDANVIDIA$933,7186,9530.9%Computer and TechnologyCOSTCostco Wholesale$840,9589180.8%Retail/WholesaleSCHOSchwab Short-Term U.S. Treasury ETF$834,11634,6680.8%ETFXLVHealth Care Select Sector SPDR Fund$801,6205,8270.7%ETFKOMPSPDR S&P Kensho New Economies Composite ETF$739,42414,5470.7%ETFWMTWalmart$676,5457,4880.6%Retail/WholesaleMAMastercard$667,0561,2670.6%Business ServicesXBISPDR S&P Biotech ETF$652,8457,2490.6%ETFXLCCommunication Services Select Sector SPDR Fund$580,4735,9960.5%ETFVVisa$560,4511,7730.5%Business ServicesMCDMcDonald's$557,9291,9250.5%Retail/WholesaleXLYConsumer Discretionary Select Sector SPDR Fund$550,3312,4530.5%FinanceXLPConsumer Staples Select Sector SPDR Fund$539,9726,8690.5%ETFXLFFinancial Select Sector SPDR Fund$505,53210,4600.5%ETFSCHMSchwab U.S. Mid-Cap ETF$453,39116,3620.4%ETFESGUiShares ESG Aware MSCI USA ETF$446,4903,4660.4%ManufacturingPGProcter & Gamble$424,3152,5310.4%Consumer StaplesSUSAiShares MSCI USA ESG Select ETF$413,8923,4040.4%ETFVANGUARD FTSE EMERGING MARKETS ETF$379,6258,6200.3%StockJNJJohnson & Johnson$361,4002,4990.3%MedicalESGDiShares ESG Aware MSCI EAFE ETF$353,1374,6380.3%ManufacturingFLOTiShares Floating Rate Bond ETF$301,4375,9240.3%ETFSBUXStarbucks$287,2883,1480.3%Retail/WholesaleCYBRCyberArk Software$282,1788470.3%Computer and TechnologyXLREReal Estate Select Sector SPDR Fund$278,7936,8550.3%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$275,9693,1400.3%ETFVOVanguard Mid-Cap ETF$269,6771,0210.2%ETFCRPTFirst Trust SkyBridge Crypto Industry and Digital Economy ETF$254,74215,2540.2%ETFABTAbbott Laboratories$251,0292,2190.2%MedicalDISWalt Disney$248,5332,2320.2%Consumer DiscretionaryUNHUnitedHealth Group$223,6104420.2%MedicalNFLXNetflix$221,9392490.2%Consumer DiscretionaryKOCoca-Cola$213,5973,4310.2%Consumer StaplesTGTTarget$211,6441,5660.2%Retail/WholesaleCMFiShares California Muni Bond ETF$204,0893,5630.2%ETFWTAIWisdomTree Artificial Intelligence and Innovation Fund$198,7709,0350.2%FinanceMRKMerck & Co., Inc.$196,3651,9740.2%MedicalORCLOracle$188,9701,1340.2%Computer and TechnologyPEPPepsiCo$184,8061,2150.2%Consumer StaplesAMGNAmgen$181,1456950.2%MedicalGILDGilead Sciences$178,3661,9310.2%MedicalWMWaste Management$178,2748830.2%Business ServicesXSWSPDR S&P Software & Services ETF$167,7968880.2%ETFBMYBristol-Myers Squibb$161,8182,8610.1%MedicalXHESPDR S&P Health Care Equipment ETF$154,0961,7410.1%ETFMSMorgan Stanley$147,0921,1700.1%FinanceHLTHilton Worldwide$146,8135940.1%Consumer DiscretionarySPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$140,9311,9730.1%ETFPLDPrologis$140,4751,3290.1%FinanceTMOThermo Fisher Scientific$138,4972660.1%MedicalJPMJPMorgan Chase & Co.$138,0735760.1%FinanceEQIXEquinix$134,8331430.1%FinanceUBERUber Technologies$134,6342,2320.1%Computer and TechnologyQQQInvesco QQQ$128,8302520.1%FinancePFEPfizer$128,7244,8520.1%MedicalGSThe Goldman Sachs Group$125,4042190.1%FinanceWFCWells Fargo & Company$121,4451,7290.1%FinanceBLACKROCK INC COM$119,9381170.1%StockVTVVanguard Value ETF$119,4087050.1%ETFBRK.BBerkshire Hathaway$117,8532600.1%FinanceAVBAvalonBay Communities$116,1445280.1%FinanceBACBank of America$112,9082,5690.1%FinanceVZVerizon Communications$112,4122,8110.1%Computer and TechnologySCHWCharles Schwab$111,9031,5120.1%FinanceYUMYum! Brands$111,6358320.1%Retail/WholesaleCRMSalesforce$111,3323330.1%Computer and TechnologyEQREquity Residential$106,9831,5050.1%FinanceCCitigroup$105,3741,4970.1%FinanceCMCSAComcast$102,9822,7440.1%Consumer DiscretionaryMAAMid-America Apartment Communities$102,4806630.1%FinancePSAPublic Storage$101,2113380.1%FinancePEAKHealthpeak Properties$93,8504,6300.1%FinanceEXRExtra Space Storage$93,6506260.1%FinanceKRKroger$92,1451,5070.1%Retail/WholesaleTAT&T$89,6913,9390.1%Computer and TechnologySQBlock$88,3901,0400.1%Business ServicesAMTAmerican Tower$80,5174390.1%FinancePYPLPayPal$77,1569040.1%Computer and TechnologyCSCOCisco Systems$75,8941,2820.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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