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


Currently, Sherrill & Hutchins Financial Advisory, Inc holds 12 types of securities in its portfolio with a total value $138.0M. In the most recent quarter, they have increased their positions in FLQM (+33.6K shares, valued at $1.9M), FBND (+17.1K shares, valued at $789.7K), SCHK (+9.3K shares, valued at $300.3K); decreased their positions in VONE (-2.4K shares, valued at $736.2K), AVUV (-3.6K shares, valued at $361.3K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VONE VANGUARD SCOTTSDALE FDS162.5K shares-1.48%2025-09-302025-10-08history
FBND FIDELITY MERRIMACK STR TR879.8K shares1.98%2025-09-302025-10-08history
AVUV AMERICAN CENTY ETF TR312.3K shares-1.15%2025-09-302025-10-08history
FLQM FRANKLIN TEMPLETON ETF TR207.6K shares19.28%2025-09-302025-10-08history
SCHK SCHWAB STRATEGIC TR46.0K shares25.49%2025-09-302025-10-08history
MCBS METROCITY BANKSHARES INC26.0K shares0.00%2025-09-302025-10-08history
HD HOME DEPOT INC1.7K shares0.23%2025-09-302025-10-08history
TSLA TESLA INC1.5K shares0.00%2025-09-302025-10-08history
Sponsored
VOO VANGUARD INDEX FDS1.0K shares0.00%2025-09-302025-10-08history
RSP INVESCO EXCHANGE TRADED FD T3.1K shares0.59%2025-09-302025-10-08history
JNJ JOHNSON & JOHNSON2.2K shares0.00%2025-09-302025-10-08history
AFL AFLAC INC2.2K shares0.00%2025-09-302025-10-08history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available