SH
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Sherrill & Hutchins Financial Advisory, Inc13F | |
| Sherrill & Hutchins Financial Advisory, Inc | |
| Last update 2025-04-11 | 12 Stocks (1 new) |
| Value $117.00 Mil | Turnover 8 % |
Sherrill & Hutchins Financial ... 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VONE | Vanguard Russell 1000 Index Fund | 162,372 | 41,219.8 | +0.86% | 35.140 | +0.30% | 0.660 | +16.76% | +7.16% | 5,697.4 | ||
FBND | Fidelity Total Bond ETF | 854,544 | 39,009.9 | +3.72% | 33.260 | +1.19% | 0.220 | +0.47% | +4.03% | 18,545.8 | ||
AVUV | Avantis U.S. Small Cap Value ETF | 301,577 | 26,288.5 | +2.53% | 22.410 | +0.55% | 0.180 | +16.96% | -0.72% | 16,757.9 | ||
FLQM |
Franklin U.S. Mid Cap Multifactor Index ETF
Franklin U.S. Mid Cap Multifactor Index ETF
| 120,826 | 6,405.0 | New Holding | 5.460 | +5.46% | 0.420 | +8.64% | +2.53% | 1,759.8 | ||
SCHK | Schwab 1000 Index ETF | 36,684 | 987.5 | 0% | 0.840 | 0% | 0.030 | +17.17% | +7.30% | 4,371.4 | ||
MCBS | MetroCity Bankshares Inc | 26,048 | 718.1 | 0% | 0.610 | 0% | 0.100 | +18.17% | -4.06% | 766.6 | Banks | |
HD | The Home Depot Inc | 1,711 | 627.0 | -5.26% | 0.530 | -0.03% | 0.000 | +5.08% | -3.25% | 369,794.8 | Retail - Cyclical | |
RSP | Invesco S&P 500 Equal Weight ETF | 3,066 | 531.1 | +0.46% | 0.450 | 0% | 0.000 | +11.65% | +6.62% | 73,305.4 | ||
VOO | Vanguard S&P 500 ETF | 1,024 | 526.1 | 0% | 0.450 | 0% | 0.000 | +16.76% | +7.46% | 616,819.8 | ||
TSLA | Tesla Inc | 1,517 | 393.1 | 0% | 0.340 | 0% | 0.000 | +17.98% | -21.91% | 1,015,728.5 | Vehicles & Parts |
Sherrill & Hutchins Financial Advisory, Inc's Historical Top Holdings Breakdowns
Sherrill & Hutchins Financial Advisory, 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
FLQM |
Franklin U.S. Mid Cap Multifactor Index ETF
Franklin U.S. Mid Cap Multifactor Index ETF
| 2025-03-31 | New Buy New Buy | +5.46% | 51.3 ($54.63) 56.76 | $55.34 | 1.30% | New holding | 120,826 | 120,826 | |
FBND | Fidelity Total Bond ETF | 2025-03-31 | Add Add | +1.19% | 44.41 ($45.29) 45.98 | $45.63 | 0.75% | Add 3.72% | 854,544 | 30,616 | |
AVUV | Avantis U.S. Small Cap Value ETF | 2025-03-31 | Add Add | +0.55% | 84.96 ($93.96) 100.71 | $95.01 | 1.12% | Add 2.53% | 301,577 | 7,435 | |
VONE | Vanguard Russell 1000 Index Fund | 2025-03-31 | Add Add | +0.30% | 250.16 ($267.62) 279.43 | $284.14 | 6.17% | Add 0.86% | 162,372 | 1,381 | |
HD | The Home Depot Inc | 2025-03-31 | Reduce Reduce | -0.03% | 347.25 ($389.72) 424.87 | $371.68 | -4.63% | Reduce -5.26% | 1,711 | -95 | |
AFL | Aflac Inc | 2025-03-31 | Reduce Reduce | -0.01% | 100.99 ($106.07) 111.19 | $104.57 | -1.41% | Reduce -5.18% | 2,158 | -118 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-03-31 | Add Add | 0% | 169.43 ($177.82) 182.84 | $185.18 | 4.14% | Add 0.46% | 3,066 | 14 | |
JNJ | Johnson & Johnson | 2025-03-31 | Add Add | 0% | 142.06 ($156.47) 167.7 | $156.01 | -0.29% | Add 0.09% | 2,163 | 2 | |
VONE | Vanguard Russell 1000 Index Fund | 2024-12-31 | Reduce Reduce | -2.16% | 257.18 ($268.23) 277.76 | $284.14 | 5.93% | Reduce -5.64% | 160,991 | -9,616 | |
FBND | Fidelity Total Bond ETF | 2024-12-31 | Add Add | +1.24% | 44.87 ($45.68) 46.75 | $45.63 | -0.11% | Add 3.95% | 823,928 | 31,301 |
Sherrill & Hutchins Financial Advisory, Inc Total Holding History ($B)
Sherrill & Hutchins Financial Advisory, Inc's Asset Allocation
Sherrill & Hutchins Financial Advisory, Inc Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Sherrill & Hutchins Financial Advisory, Inc's Hypothetical Growth since 2025-03-31
Sherrill & Hutchins Financial Advisory, Inc's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Sherrill & Hutchins Financial Advisory, Inc's Holdings Heat Map
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Sherrill & Hutchins Financial Advisory, Inc's Holdings Bubble Chart
Sherrill & Hutchins Financial Advisory, Inc News
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