Free Trial

Sherrill & Hutchins Financial Advisory, Inc Top Holdings and 13F Report (2024)

About Sherrill & Hutchins Financial Advisory, Inc

Investment Activity

  • Sherrill & Hutchins Financial Advisory, Inc has $115.77 million in total holdings as of December 31, 2023.
  • Sherrill & Hutchins Financial Advisory, Inc owns shares of 11 different stocks, but just 3 companies or ETFs make up 80% of its holdings.
  • Approximately 0.41% of the portfolio was purchased this quarter.
  • About 1.71% of the portfolio was sold this quarter.
  • This quarter, Sherrill & Hutchins Financial Advisory, Inc has purchased 12 new stocks and bought additional shares in 5 stocks.
  • Sherrill & Hutchins Financial Advisory, Inc sold shares of 3 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Tesla
$800,065

Largest Purchases this Quarter

Fidelity Total Bond ETF
9,842 shares (about $460.02K)
Tesla
43 shares (about $11.25K)
Home Depot
6 shares (about $2.43K)
Invesco S&P 500 Equal Weight ETF
12 shares (about $2.15K)
Vanguard S&P 500 ETF
4 shares (about $2.11K)

Largest Sales this Quarter

Vanguard Russell 1000
5,802 shares (about $1.51M)
MetroCity Bankshares
3,600 shares (about $110.23K)
Avantis U.S. Small Cap Value ETF
826 shares (about $79.25K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSherrill & Hutchins Financial Advisory, Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Russell 1000 stock logo
VONE
Vanguard Russell 1000
$44,369,866$1,508,930 -3.3%170,60738.3%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$37,047,395$460,015 1.3%792,62732.0%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$29,292,627$79,255 -0.3%305,29125.3%ETF
Schwab 1000 Index ETF stock logo
SCHK
Schwab 1000 Index ETF
$1,039,4520.0%18,8000.9%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$800,065$11,250 1.4%3,0580.7%Auto/Tires/Trucks
MetroCity Bankshares, Inc. stock logo
MCBS
MetroCity Bankshares
$797,590$110,232 -12.1%26,0480.7%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$729,694$2,431 0.3%1,8010.6%Retail/Wholesale
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$548,051$2,150 0.4%3,0590.5%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$538,546$2,110 0.4%1,0210.5%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$350,2900.0%2,1610.3%Medical
Aflac Incorporated stock logo
AFL
Aflac
$254,4570.0%2,2760.2%Finance
Hartford Total Return Bond ETF stock logo
HTRB
Hartford Total Return Bond ETF
$0$275,891 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data