The Analysis of Sherrill & Hutchins Financial Advisory, Inc's Holdings & P&L

Currently, Sherrill & Hutchins Financial Advisory, Inc holds 15 types of securities in its portfolio with a total value $169.3M. In the most recent quarter, they have increased their positions in QGRO (+267.8K shares, valued at $28.1M), DFIS (+26.8K shares, valued at $900.7K), FLQM (+14.0K shares, valued at $770.0K); decreased their positions in VONE (-2.6K shares, valued at $767.6K), AVUV (-6.2K shares, valued at $689.4K), MCBS (-13.0K shares, valued at $373.4K); initiated new positions in QGRO (+267.8K shares, valued at $28.1M), DFIS (+26.8K shares, valued at $900.7K), BOND (+5.6K shares, valued at $519.0K).

1M P&L

+2.7M+1.49%

3M P&L

+4.7M+2.67%

HY P&L

+12.6M+7.50%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A166.4M

99.0%

2Home Improvement Retail1.1M

0.7%

3Banks - Regional373.4K

0.2%

Top Industries by Stock Count

1N/A10 stocks

76.9%

2Insurance - Life1 stocks

7.7%

3Home Improvement Retail1 stocks

7.7%

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS1.0K shares0.00%2026-03-312026-04-22

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.1K shares0.00%2026-03-312026-04-22

BOND PIMCO ETF TR5.6K sharesnew addition2026-03-312026-04-22

MCBS METROCITY BANKSHARES INC13.0K shares-50.00%2026-03-312026-04-22

FIXD FIRST TR EXCHNG TRADED FD VI7.4K sharesnew addition2026-03-312026-04-22

AFL AFLAC INC2.1K shares-4.96%2026-03-312026-04-22

IJH ISHARES TR3.0K sharesnew addition2026-03-312026-04-22

VONE

VANGUARD SCOTTSDALE FDS

-1.62%

Shares157.5K

Event2026-03-31

Filed2026-04-22

FBND

FIDELITY MERRIMACK STR TR

0.99%

Shares905.5K

Event2026-03-31

Filed2026-04-22

AVUV

AMERICAN CENTY ETF TR

-2.00%

Shares306.1K

Event2026-03-31

Filed2026-04-22

QGRO

AMERICAN CENTY ETF TR

New

Shares267.8K

Event2026-03-31

Filed2026-04-22

FLQM

FRANKLIN TEMPLETON ETF TR

6.17%

Shares241.1K

Event2026-03-31

Filed2026-04-22

SCHK

SCHWAB STRATEGIC TR

0.29%

Shares46.3K

Event2026-03-31

Filed2026-04-22

HOME DEPOT INC

93.63%

Shares3.4K

Event2026-03-31

Filed2026-04-22

DFIS

DIMENSIONAL ETF TRUST

New

Shares26.8K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-22

INVESCO EXCHANGE TRADED FD T

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-22

BOND

PIMCO ETF TR

New

Shares5.6K

Event2026-03-31

Filed2026-04-22

MCBS

METROCITY BANKSHARES INC

-50.00%

Shares13.0K

Event2026-03-31

Filed2026-04-22

FIXD

FIRST TR EXCHNG TRADED FD VI

New

Shares7.4K

Event2026-03-31

Filed2026-04-22

AFL

AFLAC INC

-4.96%

Shares2.1K

Event2026-03-31

Filed2026-04-22

IJH

ISHARES TR

New

Shares3.0K

Event2026-03-31

Filed2026-04-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available