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Size ($ in 1000's)
At 03/31/2024: $109,823
At 12/31/2023: $106,405
Sherrill & Hutchins Financial Advisory Inc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sherrill & Hutchins Financial Advisory Inc 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Sherrill & Hutchins Financial Advisory Inc top holdings by largest position size, as per the latest 13f filing made by Sherrill & Hutchins Financial Advisory Inc.
In the Sherrill & Hutchins Financial Advisory Inc-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Sherrill & Hutchins Financial Advisory Inc in that top holding, then the share count change between reporting periods, and finally the Sherrill & Hutchins Financial Advisory Inc top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| VANGUARD SCOTTSDALE FDS (VONE) |
183,903 |
-3,882 |
$43,828 | | VONE | 183,903 | -3,882 | $43,828 | | FIDELITY MERRIMACK STR TR |
745,072 |
+17,317 |
$33,759 | | FBND | 745,072 | +17,317 | $33,759 | | AMERICAN CENTY ETF TR (AVUV) |
309,300 |
-4,397 |
$28,985 | | AVUV | 309,300 | -4,397 | $28,985 | | SCHWAB STRATEGIC TR |
18,800 |
UNCH |
$953 | | SCHK | 18,800 | UNCH | $953 | | METROCITY BANKSHARES INC (MCBS) |
29,648 |
UNCH |
$740 | | MCBS | 29,648 | UNCH | $740 | | HOME DEPOT INC |
1,790 |
+5 |
$686 | | HD | 1,790 | +5 | $686 | | TESLA INC |
3,015 |
UNCH |
$530 | | TSLA | 3,015 | UNCH | $530 |
See Full List: All Stocks Held By Sherrill & Hutchins Financial Advisory Inc
Including:
• Biggest exits
• Biggest increased positions
See Details: Top 10 Stocks Held By Sherrill & Hutchins Financial Advisory Inc
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