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

Currently, Sherrill & Hutchins Financial Advisory, Inc holds 13 types of securities in its portfolio with a total value $141.0M. In the most recent quarter, they have increased their positions in FLQM (+19.4K shares, valued at $1.1M), FBND (+16.8K shares, valued at $774.4K), LLY (+215 shares, valued at $231.1K); decreased their positions in VONE (-2.4K shares, valued at $730.3K), N/A (-1 shares, valued at $627.0213178294574); initiated new positions in LLY (+215 shares, valued at $231.1K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VONE VANGUARD SCOTTSDALE FDS160.1K shares-1.45%2025-12-312026-01-12

FBND FIDELITY MERRIMACK STR TR896.6K shares1.91%2025-12-312026-01-12

AVUV AMERICAN CENTY ETF TR312.4K shares0.02%2025-12-312026-01-12

FLQM FRANKLIN TEMPLETON ETF TR227.1K shares9.37%2025-12-312026-01-12

SCHK SCHWAB STRATEGIC TR46.2K shares0.32%2025-12-312026-01-12

MCBS METROCITY BANKSHARES INC26.0K shares0.00%2025-12-312026-01-12

TSLA TESLA INC1.5K shares0.00%2025-12-312026-01-12

VANGUARD INDEX FDS VANGUARD INDEX FDS1.0K shares-0.10%2025-12-312026-01-12

Sponsored

HD HOME DEPOT INC1.7K shares0.35%2025-12-312026-01-12

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.1K shares0.75%2025-12-312026-01-12

JNJ JOHNSON & JOHNSON2.2K shares0.00%2025-12-312026-01-12

AFL AFLAC INC2.2K shares0.00%2025-12-312026-01-12

LLY ELI LILLY & CO215 sharesnew addition2025-12-312026-01-12

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available

TradeFomo Institution Holdings Analysis: Sherrill & Hutchins Financial Advisory, Inc