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

Currently, Sherrill & Hutchins Financial Advisory, Inc holds 20 types of securities in its portfolio with a total value $209.2M. In the most recent quarter, they have increased their positions in DFIS (+523.9K shares, valued at $18.4M), QGRO (+37.8K shares, valued at $4.5M), FBND (+38.5K shares, valued at $1.7M); decreased their positions in AVUV (-17.4K shares, valued at $2.2M), VONE (-1.7K shares, valued at $578.2K), HD (-104 shares, valued at $36.7K); initiated new positions in GOOGL (+2.0K shares, valued at $700.5K), N/A (+617 shares, valued at $460.6K), LLY (+215 shares, valued at $257.9K).

1M P&L

-3.6M-1.69%

3M P&L

+1.4M+0.70%

HY P&L

+17.6M+9.23%

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/A205.9M

98.6%

2Home Improvement Retail1.2M

0.6%

3Internet Content & Information700.5K

0.3%

Top Industries by Stock Count

1N/A14 stocks

73.7%

2Insurance - Life1 stocks

5.3%

3Internet Content & Information1 stocks

5.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VONE VANGUARD SCOTTSDALE FDS155.8K shares-1.08%2026-06-302026-07-23

FBND FIDELITY MERRIMACK STR TR943.9K shares4.25%2026-06-302026-07-23

QGRO AMERICAN CENTY ETF TR305.6K shares14.11%2026-06-302026-07-23

AVUV AMERICAN CENTY ETF TR288.7K shares-5.70%2026-06-302026-07-23

DFIS DIMENSIONAL ETF TRUST550.7K shares1958.39%2026-06-302026-07-23

FLQM FRANKLIN TEMPLETON ETF TR246.2K shares2.11%2026-06-302026-07-23

SCHK SCHWAB STRATEGIC TR46.3K shares0.02%2026-06-302026-07-23

HD HOME DEPOT INC3.3K shares-3.08%2026-06-302026-07-23

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VOO VANGUARD INDEX FDS1.0K shares0.00%2026-06-302026-07-23

GOOGL ALPHABET INC2.0K sharesnew addition2026-06-302026-07-23

RSP INVESCO EXCHANGE TRADED FD T3.1K shares1.09%2026-06-302026-07-23

BOND PIMCO ETF TR5.7K shares1.26%2026-06-302026-07-23

MCBS METROCITY BANKSHARES INC13.0K shares0.00%2026-06-302026-07-23

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T617 sharesnew addition2026-06-302026-07-23

FIXD FIRST TR EXCHNG TRADED FD VI7.4K shares1.13%2026-06-302026-07-23

LLY ELI LILLY & CO215 sharesnew addition2026-06-302026-07-23

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AFL AFLAC INC2.1K shares0.00%2026-06-302026-07-23

IJH ISHARES TR3.0K shares0.00%2026-06-302026-07-23

VT VANGUARD INTL EQUITY INDEX F1.4K sharesnew addition2026-06-302026-07-23

NEAR ISHARES U S ETF TR4.2K sharesnew addition2026-06-302026-07-23

VONE

VANGUARD SCOTTSDALE FDS

-1.08%

Shares155.8K

Event2026-06-30

Filed2026-07-23

FBND

FIDELITY MERRIMACK STR TR

4.25%

Shares943.9K

Event2026-06-30

Filed2026-07-23

QGRO

AMERICAN CENTY ETF TR

14.11%

Shares305.6K

Event2026-06-30

Filed2026-07-23

AVUV

AMERICAN CENTY ETF TR

-5.70%

Shares288.7K

Event2026-06-30

Filed2026-07-23

DFIS

DIMENSIONAL ETF TRUST

1958.39%

Shares550.7K

Event2026-06-30

Filed2026-07-23

FLQM

FRANKLIN TEMPLETON ETF TR

2.11%

Shares246.2K

Event2026-06-30

Filed2026-07-23

SCHK

SCHWAB STRATEGIC TR

0.02%

Shares46.3K

Event2026-06-30

Filed2026-07-23

HOME DEPOT INC

-3.08%

Shares3.3K

Event2026-06-30

Filed2026-07-23

VOO

VANGUARD INDEX FDS

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-23

GOOGL

ALPHABET INC

New

Shares2.0K

Event2026-06-30

Filed2026-07-23

RSP

INVESCO EXCHANGE TRADED FD T

1.09%

Shares3.1K

Event2026-06-30

Filed2026-07-23

BOND

PIMCO ETF TR

1.26%

Shares5.7K

Event2026-06-30

Filed2026-07-23

MCBS

METROCITY BANKSHARES INC

0.00%

Shares13.0K

Event2026-06-30

Filed2026-07-23

STATE STR SPDR S&P 500 ETF T

New

Shares617

Event2026-06-30

Filed2026-07-23

FIXD

FIRST TR EXCHNG TRADED FD VI

1.13%

Shares7.4K

Event2026-06-30

Filed2026-07-23

LLY

ELI LILLY & CO

New

Shares215

Event2026-06-30

Filed2026-07-23

AFL

AFLAC INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-23

IJH

ISHARES TR

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-23

VANGUARD INTL EQUITY INDEX F

New

Shares1.4K

Event2026-06-30

Filed2026-07-23

NEAR

ISHARES U S ETF TR

New

Shares4.2K

Event2026-06-30

Filed2026-07-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available

Sherrill & Hutchins Financial Advisory, Inc Institutional Holdings, Portfolio & P&L — TradeFomo