Sherrill & Hutchins Financial Advisory, Inc Top Holdings and 13F Report (2024) About Sherrill & Hutchins Financial Advisory, IncInvestment ActivitySherrill & Hutchins Financial Advisory, Inc has $138.04 million in total holdings as of December 31, 2023.Sherrill & Hutchins Financial Advisory, Inc owns shares of 12 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 2.17% of the portfolio was purchased this quarter.About 0.80% 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 2 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Russell 1000 ETF $49,122,648Fidelity Total Bond ETF $40,680,739Avantis U.S. Small Cap Value ETF $31,083,655Franklin U.S. Mid Cap Multifactor Index ETF $11,720,766Schwab 1000 Index ETF $1,478,573 Largest Purchases this Quarter Franklin U.S. Mid Cap Multifactor Index ETF 33,567 shares (about $1.89M)Fidelity Total Bond ETF 17,079 shares (about $789.73K)Schwab 1000 Index ETF 9,349 shares (about $300.29K)Invesco S&P 500 Equal Weight ETF 18 shares (about $3.41K)Home Depot 4 shares (about $1.62K) Largest Sales this Quarter Vanguard Russell 1000 ETF 2,435 shares (about $736.22K)Avantis U.S. Small Cap Value ETF 3,630 shares (about $361.29K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSherrill & Hutchins Financial Advisory, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVONEVanguard Russell 1000 ETF$49,122,648$736,224 ▼-1.5%162,46935.6%ETFFBNDFidelity Total Bond ETF$40,680,739$789,733 ▲2.0%879,77429.5%ETFAVUVAvantis U.S. Small Cap Value ETF$31,083,655$361,294 ▼-1.1%312,30422.5%ETFFLQMFranklin U.S. Mid Cap Multifactor Index ETF$11,720,766$1,894,857 ▲19.3%207,6318.5%ETFSCHKSchwab 1000 Index ETF$1,478,573$300,288 ▲25.5%46,0331.1%ETFMCBSMetroCity Bankshares$721,2690.0%26,0480.5%FinanceHDHome Depot$703,992$1,621 ▲0.2%1,7370.5%Retail/WholesaleTSLATesla$673,7510.0%1,5150.5%Auto/Tires/TrucksVOOVanguard S&P 500 ETF$632,4790.0%1,0330.5%ETFRSPInvesco S&P 500 Equal Weight ETF$585,036$3,415 ▲0.6%3,0840.4%ETFJNJJohnson & Johnson$400,7830.0%2,1610.3%MedicalAFLAflac$241,0490.0%2,1580.2%FinanceShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
