Sherman Asset Management, Inc. Top Holdings and 13F Report (2025) About Sherman Asset Management, Inc.Investment ActivitySherman Asset Management, Inc. has $104.67 million in total holdings as of March 31, 2025.Sherman Asset Management, Inc. owns shares of 152 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 7.44% of the portfolio was purchased this quarter.About 6.73% of the portfolio was sold this quarter.This quarter, Sherman Asset Management, Inc. has purchased 177 new stocks and bought additional shares in 28 stocks.Sherman Asset Management, Inc. sold shares of 44 stocks and completely divested from 29 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $19,460,257Vanguard Total Stock Market ETF $9,767,152iShares Core S&P Small-Cap ETF $7,620,815Technology Select Sector SPDR Fund $6,334,354Broadcom $3,984,834 Largest New Holdings this Quarter 11135F101 - Broadcom $3,984,834 Holding92204A702 - Vanguard Information Technology ETF $192,003 Holding464287663 - iShares Core S&P U.S. Value ETF $22,150 Holding464287671 - iShares Core S&P U.S. Growth ETF $13,470 Holding Largest Purchases this Quarter Broadcom 23,800 shares (about $3.98M)Vanguard Mid-Cap ETF 3,787 shares (about $979.39K)iShares Core S&P 500 ETF 1,261 shares (about $708.55K)Vanguard Total Stock Market ETF 808 shares (about $222.07K)SPDR Portfolio S&P 600 Small Cap ETF 5,372 shares (about $218.96K) Largest Sales this Quarter Eli Lilly and Company 5,150 shares (about $4.26M)SPDR S&P 500 ETF Trust 1,740 shares (about $973.33K)iShares Core S&P Mid-Cap ETF 6,170 shares (about $360.02K)Schwab U.S. Mid-Cap ETF 7,173 shares (about $187.93K)Communication Services Select Sector SPDR Fund 1,152 shares (about $111.11K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSherman Asset Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$19,460,257$708,555 ▲3.8%34,63318.6%ETFVTIVanguard Total Stock Market ETF$9,767,152$222,068 ▲2.3%35,5389.3%ETFIJRiShares Core S&P Small-Cap ETF$7,620,815$99,655 ▼-1.3%72,8787.3%ETFXLKTechnology Select Sector SPDR Fund$6,334,354$122,029 ▲2.0%30,6786.1%ETFAVGOBroadcom$3,984,834$3,984,834 ▲New Holding23,8003.8%Computer and TechnologyAAPLApple$3,318,483$88,188 ▲2.7%14,9393.2%Computer and TechnologyMETAMeta Platforms$3,212,054$4,611 ▼-0.1%5,5733.1%Computer and TechnologyMSFTMicrosoft$2,998,194$1,502 ▼-0.1%7,9872.9%Computer and TechnologyGOOGLAlphabet$2,959,655$155 ▼0.0%19,1392.8%Computer and TechnologyBNDVanguard Total Bond Market ETF$2,912,035$120,019 ▲4.3%39,6462.8%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$2,648,322$218,961 ▲9.0%64,9742.5%ETFVEAVanguard FTSE Developed Markets ETF$2,588,103$26,482 ▼-1.0%50,9172.5%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$2,505,472$66,970 ▲2.7%39,7692.4%ManufacturingIJHiShares Core S&P Mid-Cap ETF$2,092,158$360,023 ▼-14.7%35,8552.0%ETFSPDWSPDR Portfolio Developed World ex-US ETF$1,825,522$95,685 ▲5.5%50,1381.7%ETFVNQVanguard Real Estate ETF$1,628,985$70,711 ▼-4.2%17,9921.6%ETFAMZNAmazon.com$1,591,144$1,332 ▼-0.1%8,3631.5%Retail/WholesaleSCHPSchwab U.S. TIPS ETF$1,344,865$116,971 ▲9.5%50,0141.3%ETFVOVanguard Mid-Cap ETF$1,243,445$979,394 ▲370.9%4,8081.2%ETFTSLATesla$1,027,829$89,929 ▲9.6%3,9661.0%Auto/Tires/TrucksSCHOSchwab Short-Term U.S. Treasury ETF$933,609$89,790 ▲10.6%38,3570.9%ETFCOSTCostco Wholesale$868,0430.0%9180.8%Retail/WholesaleNVDANVIDIA$834,634$81,068 ▲10.8%7,7010.8%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$794,7660.0%4,7880.8%Computer and TechnologyKOMPSPDR S&P Kensho New Economies Composite ETF$743,375$67,085 ▲9.9%15,9900.7%ETFXLVHealth Care Select Sector SPDR Fund$740,855$109,946 ▼-12.9%5,0740.7%ETFLLYEli Lilly and Company$714,705$4,255,180 ▼-85.6%8650.7%MedicalMAMastercard$693,259$1,096 ▼-0.2%1,2650.7%Business ServicesXBISPDR S&P Biotech ETF$680,510$92,616 ▲15.8%8,3910.7%ETFWMTWalmart$679,762$22,387 ▲3.4%7,7430.6%Retail/WholesaleVVisa$647,424$25,939 ▲4.2%1,8470.6%Business ServicesMCDMcDonald's$627,746$26,546 ▲4.4%2,0100.6%Retail/WholesaleXLPConsumer Staples Select Sector SPDR Fund$487,652$73,340 ▼-13.1%5,9710.5%ETFXLCCommunication Services Select Sector SPDR Fund$467,204$111,110 ▼-19.2%4,8440.4%ETFPGProcter & Gamble$455,696$24,370 ▲5.6%2,6740.4%Consumer StaplesXLFFinancial Select Sector SPDR Fund$443,309$77,704 ▼-14.9%8,9000.4%ETFESGUiShares ESG Aware MSCI USA ETF$426,929$4,389 ▲1.0%3,5020.4%ManufacturingJNJJohnson & Johnson$413,433$995 ▼-0.2%2,4930.4%MedicalXLYConsumer Discretionary Select Sector SPDR Fund$410,124$74,245 ▼-15.3%2,0770.4%FinanceSUSAiShares MSCI USA ESG Select ETF$391,0170.0%3,4040.4%ETFESGDiShares ESG Aware MSCI EAFE ETF$367,605$11,273 ▼-3.0%4,5000.4%ManufacturingFLOTiShares Floating Rate Bond ETF$360,226$57,791 ▲19.1%7,0560.3%ETFSBUXStarbucks$308,038$785 ▼-0.3%3,1400.3%Retail/WholesaleABTAbbott Laboratories$293,467$929 ▼-0.3%2,2120.3%MedicalXLREReal Estate Select Sector SPDR Fund$286,8820.0%6,8550.3%ETFCYBRCyberArk Software$286,2860.0%8470.3%Computer and TechnologyKOCoca-Cola$244,706$1,003 ▼-0.4%3,4170.2%Consumer StaplesSPYGSPDR Portfolio S&P 500 Growth ETF$241,518$10,850 ▼-4.3%3,0050.2%ETFSCHMSchwab U.S. Mid-Cap ETF$240,752$187,933 ▼-43.8%9,1890.2%ETFNFLXNetflix$232,2000.0%2490.2%Consumer DiscretionaryXHESPDR S&P Health Care Equipment ETF$228,763$85,653 ▲59.9%2,7830.2%ETFDISWalt Disney$220,2980.0%2,2320.2%Consumer DiscretionaryAMGNAmgen$216,5270.0%6950.2%MedicalGILDGilead Sciences$215,136$1,233 ▼-0.6%1,9200.2%MedicalWMWaste Management$204,5300.0%8830.2%Business ServicesCRPTFirst Trust SkyBridge Crypto Industry and Digital Economy ETF$203,458$16,902 ▲9.1%16,6360.2%ETFXSWSPDR S&P Software & Services ETF$201,743$59,788 ▲42.1%1,2620.2%ETFCMFiShares California Muni Bond ETF$200,5260.0%3,5630.2%ETFVGTVanguard Information Technology ETF$192,003$192,003 ▲New Holding3540.2%ETFPEPPepsiCo$181,330$900 ▼-0.5%1,2090.2%Consumer StaplesMRKMerck & Co., Inc.$176,371$808 ▼-0.5%1,9650.2%MedicalBMYBristol-Myers Squibb$173,761$732 ▼-0.4%2,8490.2%MedicalWTAIWisdomTree Artificial Intelligence and Innovation Fund$172,425$760 ▲0.4%9,0750.2%FinanceTGTTarget$163,3910.0%1,5660.2%Retail/WholesaleUBERUber Technologies$162,6240.0%2,2320.2%Computer and TechnologyORCLOracle$157,286$1,258 ▼-0.8%1,1250.2%Computer and TechnologyPLDPrologis$148,5690.0%1,3290.1%FinanceJPMJPMorgan Chase & Co.$139,821$1,472 ▼-1.0%5700.1%FinanceBRK.BBerkshire Hathaway$138,4710.0%2600.1%FinanceUNHUnitedHealth Group$136,175$95,323 ▼-41.2%2600.1%MedicalMSMorgan Stanley$135,571$933 ▼-0.7%1,1620.1%FinanceHLTHilton Worldwide$135,1650.0%5940.1%Consumer DiscretionarySPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$134,1840.0%1,9730.1%ETFTMOThermo Fisher Scientific$132,4720.0%2660.1%MedicalYUMYum! Brands$130,9390.0%8320.1%Retail/WholesaleVZVerizon Communications$126,690$816 ▼-0.6%2,7930.1%Computer and TechnologyWFCWells Fargo & Company$124,1250.0%1,7290.1%FinancePFEPfizer$122,468$481 ▼-0.4%4,8330.1%MedicalVTVVanguard Value ETF$122,137$346 ▲0.3%7070.1%ETFGSThe Goldman Sachs Group$119,6380.0%2190.1%FinanceSCHWCharles Schwab$118,3590.0%1,5120.1%FinanceQQQInvesco QQQ$118,1680.0%2520.1%FinanceBATTAmplify Lithium& Battery Technology ETF$118,027$67,485 ▲133.5%14,1350.1%ETFEQIXEquinix$116,5950.0%1430.1%FinanceAVBAvalonBay Communities$113,3190.0%5280.1%FinanceMAAMid-America Apartment Communities$111,1060.0%6630.1%FinanceBLACKROCK INC COM$110,7380.0%1170.1%StockTAT&T$110,207$1,188 ▼-1.1%3,8970.1%Computer and TechnologyEQREquity Residential$107,7280.0%1,5050.1%FinanceBACBank of America$106,245$960 ▼-0.9%2,5460.1%FinanceCCitigroup$105,207$1,065 ▼-1.0%1,4820.1%FinanceKRKroger$101,9990.0%1,5070.1%Retail/WholesalePSAPublic Storage$101,1600.0%3380.1%FinanceCMCSAComcast$100,626$627 ▼-0.6%2,7270.1%Consumer DiscretionaryAMTAmerican Tower$95,5260.0%4390.1%FinancePEAKHealthpeak Properties$93,6190.0%4,6300.1%FinanceEXRExtra Space Storage$92,9550.0%6260.1%FinanceCRMSalesforce$89,3640.0%3330.1%Computer and TechnologySBACSBA Communications$78,5440.0%3570.1%FinanceCSCOCisco Systems$78,187$926 ▼-1.2%1,2670.1%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. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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