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Sherman Asset Management, Inc.13F | |
| Sherman Asset Management, Inc. | |
| Last update 2025-04-14 | 152 Stocks (4 new) |
| Value $105.00 Mil | Turnover 7 % |
Sherman Asset Management, Inc.... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 34,633 | 19,460.3 | +3.78% | 18.590 | +0.68% | 0.000 | +18.45% | +8.56% | 639,982.2 | ||
VTI | Vanguard Total Stock Market ETF | 35,538 | 9,767.1 | +2.33% | 9.330 | +0.21% | 0.000 | +18.64% | +8.22% | 477,191.0 | ||
IJR | iShares Core S&P Small-Cap ETF | 72,878 | 7,620.8 | -1.29% | 7.280 | -0.10% | 0.010 | +16.79% | -0.47% | 83,007.9 | ||
XLK | Technology Select Sector SPDR ETF | 30,678 | 6,334.4 | +1.96% | 6.050 | +0.12% | 0.010 | +31.24% | +11.98% | 82,451.3 | ||
AVGO | Broadcom Inc | 23,800 | 3,984.8 | New Holding | 3.810 | +3.81% | 0.000 | +58.85% | +21.58% | 1,318,665.1 | Semiconductors | |
AAPL | Apple Inc | 14,939 | 3,318.5 | +2.73% | 3.170 | +0.08% | 0.000 | +4.48% | -14.54% | 3,188,670.4 | Hardware | |
META | Meta Platforms Inc | 5,573 | 3,212.1 | -0.14% | 3.070 | 0% | 0.000 | +37.00% | +21.85% | 1,790,804.4 | Interactive Media | |
MSFT | Microsoft Corp | 7,987 | 2,998.2 | -0.05% | 2.860 | 0% | 0.000 | +34.96% | +20.11% | 3,748,566.3 | Software | |
GOOGL | Alphabet Inc | 19,139 | 2,959.7 | -0.01% | 2.830 | 0% | 0.000 | +22.12% | +0.34% | 2,303,576.8 | Interactive Media | |
BND | Vanguard Total Bond Market ETF | 39,646 | 2,912.0 | +4.30% | 2.780 | +0.11% | 0.000 | +1.66% | +3.52% | 127,740.9 |
Sherman Asset Management, Inc.'s Historical Top Holdings Breakdowns
Sherman Asset Management, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AVGO | Broadcom Inc | 2025-03-31 | New Buy New Buy | +3.81% | 167.43 ($211.65) 244.7 | $280.12 | 32.35% | New holding | 23,800 | 23,800 | |
LLY | Eli Lilly and Co | 2025-03-31 | Reduce Reduce | -3.65% | 725.72 ($832.09) 929.72 | $794.93 | -4.47% | Reduce -85.62% | 865 | -5,150 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -0.94% | 551.42 ($587.78) 612.93 | $632.34 | 7.58% | Reduce -96.67% | 60 | -1,740 | |
VO | Vanguard Mid-Cap ETF | 2025-03-31 | Add Add | +0.94% | 251.87 ($268.43) 277.95 | $287.58 | 7.13% | Add 370.91% | 4,808 | 3,787 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +0.68% | 554.06 ($590.51) 615.85 | $635.41 | 7.60% | Add 3.78% | 34,633 | 1,261 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-03-31 | Reduce Reduce | -0.35% | 57.21 ($62.1) 65.8 | $64.28 | 3.51% | Reduce -14.68% | 35,855 | -6,170 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Add Add | +0.21% | 271.18 ($290.53) 303.12 | $311.44 | 7.20% | Add 2.33% | 35,538 | 808 | |
SPSM |
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
| 2025-03-31 | Add Add | +0.21% | 40.03 ($44.05) 46.81 | $44.34 | 0.66% | Add 9.01% | 64,974 | 5,372 | |
VGT | Vanguard Information Technology ETF | 2025-03-31 | New Buy New Buy | +0.18% | 542.38 ($602.71) 646.34 | $682.46 | 13.23% | New holding | 354 | 354 | |
SCHM | Schwab U.S. Mid-Cap ETF | 2025-03-31 | Reduce Reduce | -0.18% | 25.58 ($27.85) 29.24 | $29.10 | 4.49% | Reduce -43.84% | 9,189 | -7,173 |
Sherman Asset Management, Inc. Total Holding History ($B)
Sherman Asset Management, Inc.'s Asset Allocation
Sherman Asset Management, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Sherman Asset Management, Inc.'s Hypothetical Growth since 2025-03-31
Sherman Asset Management, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Sherman Asset Management, Inc.'s Holdings Heat Map
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Sherman Asset Management, Inc.'s Holdings Bubble Chart
Sherman Asset Management, Inc. News
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