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

About Sherrill & Hutchins Financial Advisory, Inc

Sherrill & Hutchins Financial Advisory, Inc has $109.82 million in total holdings as of December 31, 2023.
Sherrill & Hutchins Financial Advisory, Inc owns shares of 8 different stocks, but just 3 companies or ETFs make up 80% of its holdings.
Approximately 0.72% of the portfolio was purchased this quarter.
About 1.86% of the portfolio was sold this quarter.
This quarter, Sherrill & Hutchins Financial Advisory, Inc has purchased 10 new stocks and bought additional shares in 2 stocks.
Sherrill & Hutchins Financial Advisory, Inc sold shares of 2 stocks and completely divested from 2 stocks this quarter.

Selling

Neutral

Buying

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VONE Vanguard Russell 1000	$43,827,684	$925,157 ▼	-2.1%	183,903	39.9%	ETF
FBND Fidelity Total Bond ETF	$33,759,214	$784,633 ▲	2.4%	745,072	30.7%	ETF
AVUV Avantis U.S. Small Cap Value ETF	$28,984,501	$412,043 ▼	-1.4%	309,300	26.4%	ETF
SCHK Schwab 1000 Index ETF	$952,596		0.0%	18,800	0.9%	ETF
MCBS MetroCity Bankshares	$740,014		0.0%	29,648	0.7%	Finance
HD Home Depot	$686,490	$1,918 ▲	0.3%	1,790	0.6%	Retail/Wholesale
TSLA Tesla	$530,007		0.0%	3,015	0.5%	Auto/Tires/Trucks
JNJ Johnson & Johnson	$341,925		0.0%	2,161	0.3%	Medical
HTRB Hartford Total Return Bond ETF	$0	$362,351 ▼	-100.0%	0	0.0%	ETF
VEA Vanguard FTSE Developed Markets ETF	$0	$344,688 ▼	-100.0%	0	0.0%	ETF

Showing largest 100 holdings. View all holdings.

SEC Filings and Trading Data:

Get 30 Days of MarketBeat All Access Free

Best-in-Class Portfolio Monitoring
View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio.
Stock Ideas and Recommendations
Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report.
Advanced Stock Screeners and Research Tools
Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis.