Sherry Group, Inc. Top Holdings and 13F Report (2026) About Sherry Group, Inc.Investment ActivitySherry Group, Inc. has $91.58 million in total holdings as of March 31, 2026.Sherry Group, Inc. owns shares of 41 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 4.55% of the portfolio was purchased this quarter.About 6.63% of the portfolio was sold this quarter.This quarter, Sherry Group, Inc. has purchased 43 new stocks and bought additional shares in 12 stocks.Sherry Group, Inc. sold shares of 15 stocks and completely divested from 4 stocks this quarter.Largest Holdings NVIDIA $17,163,227iShares Ultra Short-Term Bond Active ETF $12,022,958Vanguard Large-Cap ETF $7,781,182Innovator U.S. Equity Power Buffer ETF - November $6,411,400Tesla $4,486,279 Largest New Holdings this Quarter 11135F101 - Broadcom $246,060 Holding45782C508 - Innovator U.S. Equity Power Buffer ETF - January $200,665 Holding Largest Purchases this Quarter Innovator U.S. Equity Power Buffer ETF - November 80,292 shares (about $3.32M)Broadcom 795 shares (about $246.06K)Innovator U.S. Equity Power Buffer ETF - January 4,350 shares (about $200.67K)TIDAL TRUST III VISTASHARES TRGT 7,288 shares (about $131.33K)Global X SuperDividend U.S. ETF 5,960 shares (about $112.64K) Largest Sales this Quarter Innovator U.S. Small Cap Power Buffer ETF - January 76,577 shares (about $4.09M)Energy Select Sector SPDR Fund 5,578 shares (about $341.71K)iShares Ultra Short-Term Bond Active ETF 3,692 shares (about $186.89K)Technology Select Sector SPDR Fund 821 shares (about $109.11K)WAL MART INC 599 shares (about $74.44K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSherry Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$17,163,2270.0%98,41318.7%Computer and TechnologyICSHiShares Ultra Short-Term Bond Active ETF$12,022,958$186,889 ▼-1.5%237,51413.1%ETFVVVanguard Large-Cap ETF$7,781,182$897 ▼0.0%26,0378.5%ETFPNOVInnovator U.S. Equity Power Buffer ETF - November$6,411,400$3,316,972 ▲107.2%155,1977.0%ETFTSLATesla$4,486,279$14,870 ▲0.3%12,0684.9%Auto/Tires/TrucksBNDVanguard Total Bond Market ETF$4,348,268$12,887 ▲0.3%59,0474.7%ETFINNOVATOR ETFS TRUST GROWTH 100 PWR B$3,508,875$38,448 ▼-1.1%125,9443.8%GROWTH 100 PWR BWAL MART INC$2,548,858$74,444 ▼-2.8%20,5092.8%COMVEAVanguard FTSE Developed Markets ETF$2,509,691$3,140 ▲0.1%39,1642.7%ETFVOVanguard Mid-Cap ETF$2,272,670$287 ▲0.0%7,9132.5%ETFDIVGlobal X SuperDividend U.S. ETF$2,152,728$112,644 ▲5.5%113,9012.4%ETFFALNiShares Fallen Angels USD Bond ETF$2,138,327$8,764 ▲0.4%80,0272.3%ManufacturingNFLXNetflix$1,974,921$49,037 ▲2.5%20,5402.2%Consumer DiscretionaryTIDAL TRUST III VISTASHARES TRGT$1,922,878$131,330 ▲7.3%106,7082.1%VISTASHARES TRGTEQLALPS Equal Sector Weight ETF$1,707,451$29,487 ▼-1.7%35,9011.9%ETFBERKSHIRE HATHAWAY INC DEL CL B NEW$1,290,964$67,088 ▼-4.9%2,6941.4%COMXLKTechnology Select Sector SPDR Fund$1,241,418$109,111 ▼-8.1%9,3411.4%ETFIJRiShares Core S&P Small-Cap ETF$1,227,977$124 ▲0.0%9,8781.3%ETFXSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund$1,205,080$642 ▲0.1%30,0511.3%FinanceINNOVATOR ETFS TRUST GROWTH 100 PWR B$1,148,8550.0%39,6871.3%GROWTH 100 PWR BXLREReal Estate Select Sector SPDR Fund$1,138,593$2,613 ▼-0.2%27,8861.2%ETFXLEEnergy Select Sector SPDR Fund$1,135,821$341,708 ▼-23.1%18,5411.2%ETFINNOVATOR ETFS TRUST US SMALL CAP PWR$1,130,6040.0%39,4421.2%US SMALL CAP PWRVTIVanguard Total Stock Market ETF$1,102,944$12,832 ▼-1.2%3,4381.2%ETFVGTVanguard Information Technology ETF$1,065,418$10,466 ▼-1.0%1,5271.2%ETFAAPLApple$909,8370.0%3,5851.0%Computer and TechnologyAMZNAmazon.com$899,726$66,646 ▼-6.9%4,3201.0%Retail/WholesaleZMZoom Communications$779,702$52,816 ▼-6.3%9,6990.9%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$752,7100.0%3,5000.8%ETFXLFFinancial Select Sector SPDR Fund$738,9700.0%14,9680.8%ETFVDEVanguard Energy ETF$500,7770.0%2,8940.5%ETFGOOGLAlphabet$380,8700.0%1,3250.4%Computer and TechnologySLViShares Silver Trust$326,118$31,685 ▼-8.9%4,7860.4%ETFINNOVATOR ETFS TRUST US SMALL CAP PWR$303,0710.0%11,3050.3%US SMALL CAP PWRUBERUber Technologies$285,1300.0%3,9640.3%Computer and TechnologyAVGOBroadcom$246,060$246,060 ▲New Holding7950.3%Computer and TechnologyKJANInnovator U.S. Small Cap Power Buffer ETF - January$222,286$4,086,914 ▼-94.8%4,1650.2%ETFPJANInnovator U.S. Equity Power Buffer ETF - January$200,665$200,665 ▲New Holding4,3500.2%ETFSCHBSchwab US Broad Market ETF$196,9840.0%7,8480.2%ETFANVSAnnovis Bio$127,712$66,900 ▲110.0%57,2700.1%MedicalPDMPiedmont Realty Trust$75,0490.0%11,4230.1%FinanceMETAMeta Platforms$0$315,660 ▼-100.0%00.0%Computer and TechnologyVZVerizon Communications$0$222,629 ▼-100.0%00.0%Computer and TechnologyMSFTMicrosoft$0$214,979 ▼-100.0%00.0%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$0$207,213 ▼-100.0%00.0%ETFShowing 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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