Latest Sherrill & Hutchins Financial Advisory, Inc Stock Portfolio
$109Million
Equity Portfolio Value
Last Reported on: 18 Apr, 2024
About Sherrill & Hutchins Financial Advisory, Inc and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Sherrill & Hutchins Financial Advisory, Inc reported an equity portfolio of $109.8 Millions as of 31 Mar, 2024.
The top stock holdings of Sherrill & Hutchins Financial Advisory, Inc are BNDW, FBND, AEMB. The fund has invested 39.9% of it's portfolio in VANGUARD SCOTTSDALE FDS and 30.7% of portfolio in FIDELITY MERRIMACK STR TR.
The fund managers got completely rid off HARTFORD FDS EXCHANGE TRADED (HCOM) and VANGUARD TAX-MANAGED FDS (VEA) stocks. They significantly reduced their stock positions in VANGUARD SCOTTSDALE FDS (BNDW) and AMERICAN CENTY ETF TR (AEMB). The fund showed a lot of confidence in some stocks as they added substantially to FIDELITY MERRIMACK STR TR (FBND) and HOME DEPOT INC (HD).
The top stock holdings of Sherrill & Hutchins Financial Advisory, Inc are BNDW, FBND, AEMB. The fund has invested 39.9% of it's portfolio in VANGUARD SCOTTSDALE FDS and 30.7% of portfolio in FIDELITY MERRIMACK STR TR.
The fund managers got completely rid off HARTFORD FDS EXCHANGE TRADED (HCOM) and VANGUARD TAX-MANAGED FDS (VEA) stocks. They significantly reduced their stock positions in VANGUARD SCOTTSDALE FDS (BNDW) and AMERICAN CENTY ETF TR (AEMB). The fund showed a lot of confidence in some stocks as they added substantially to FIDELITY MERRIMACK STR TR (FBND) and HOME DEPOT INC (HD).
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| FIDELITY MERRIMACK STR TR | 2.38 |
| HOME DEPOT INC | 0.28 |
Additions to existing portfolio by Sherrill & Hutchins Financial Advisory, Inc
Reductions
| Ticker | % Reduced |
|---|---|
| VANGUARD SCOTTSDALE FDS | -2.07 |
| AMERICAN CENTY ETF TR | -1.4 |
Sherrill & Hutchins Financial Advisory, Inc reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| HARTFORD FDS EXCHANGE TRADED | -362,351 |
| VANGUARD TAX-MANAGED FDS | -344,688 |
Sherrill & Hutchins Financial Advisory, Inc got rid off the above stocks
Current Stock Holdings of Sherrill & Hutchins Financial Advisory, Inc
Last Reported on: 18 Apr, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AEMB | AMERICAN CENTY ETF TR | 26.39 | 309,300 | 28,984,500 | REDUCED | -1.4 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 39.91 | 183,903 | 43,827,700 | REDUCED | -2.07 | |
| FBND | FIDELITY MERRIMACK STR TR | 30.74 | 745,072 | 33,759,200 | ADDED | 2.38 | |
| FNDA | SCHWAB STRATEGIC TR | 0.87 | 18,800 | 952,596 | UNCHANGED | 0.00 | |
| HCOM | HARTFORD FDS EXCHANGE TRADED | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| HD | HOME DEPOT INC | 0.62 | 1,790 | 686,490 | ADDED | 0.28 | |
| JNJ | JOHNSON & JOHNSON | 0.31 | 2,161 | 341,925 | UNCHANGED | 0.00 | |
| MCBS | METROCITY BANKSHARES INC | 0.67 | 29,648 | 740,014 | UNCHANGED | 0.00 | |
| TSLA | TESLA INC | 0.48 | 3,015 | 530,007 | UNCHANGED | 0.00 | |
| VEA | VANGUARD TAX-MANAGED FDS | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 |