Latest Sherrill & Hutchins Financial Advisory, Inc Stock Portfolio
Sherrill & Hutchins Financial Advisory, Inc Performance:
2025 Q3: 0.25%YTD: 0.04%2024: 0.68%
Performance for 2025 Q3 is 0.25%, and YTD is 0.04%, and 2024 is 0.68%.
About Sherrill & Hutchins Financial Advisory, Inc and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Sherrill & Hutchins Financial Advisory, Inc reported an equity portfolio of $138 Millions as of 30 Sep, 2025.
The top stock holdings of Sherrill & Hutchins Financial Advisory, Inc are BNDW, FBND, AEMB. The fund has invested 35.6% of it's portfolio in VANGUARD SCOTTSDALE FDS and 29.5% of portfolio in FIDELITY MERRIMACK STR TR.
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 SCHWAB STRATEGIC TR (FNDA), FRANKLIN TEMPLETON ETF TR (BUYZ) and FIDELITY MERRIMACK STR TR (FBND).
The top stock holdings of Sherrill & Hutchins Financial Advisory, Inc are BNDW, FBND, AEMB. The fund has invested 35.6% of it's portfolio in VANGUARD SCOTTSDALE FDS and 29.5% of portfolio in FIDELITY MERRIMACK STR TR.
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 SCHWAB STRATEGIC TR (FNDA), FRANKLIN TEMPLETON ETF TR (BUYZ) and FIDELITY MERRIMACK STR TR (FBND).
Sherrill & Hutchins Financial Advisory, Inc Annual Return Estimates Vs S&P 500
Our best estimate is that Sherrill & Hutchins Financial Advisory, Inc made a return of 0.25% in the last quarter. In trailing 12 months, it's portfolio return was 0.37%.
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| schwab strategic tr | 25.49 |
| franklin templeton etf tr | 19.28 |
| fidelity merrimack str tr | 1.98 |
| invesco exchange traded fd t | 0.59 |
| home depot inc | 0.23 |
Additions to existing portfolio by Sherrill & Hutchins Financial Advisory, Inc
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard scottsdale fds | -1.48 |
| american centy etf tr | -1.15 |
Sherrill & Hutchins Financial Advisory, Inc reduced stake in above stock
Sold off
Sector Distribution
Sherrill & Hutchins Financial Advisory, Inc has about 98% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 98 |
Market Cap. Distribution
Sherrill & Hutchins Financial Advisory, Inc has about 1.3% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 98 |
| MEGA-CAP | 1.3 |
Stocks belong to which Index?
About 1.5% of the stocks held by Sherrill & Hutchins Financial Advisory, Inc either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 98 |
| S&P 500 | 1.5 |
Sherrill & Hutchins Financial Advisory, Inc Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Sherrill & Hutchins Financial Advisory, Inc
Sherrill & Hutchins Financial Advisory, Inc has 12 stocks in it's portfolio. MCBS proved to be the most loss making stock for the portfolio. TSLA was the most profitable stock for Sherrill & Hutchins Financial Advisory, Inc last quarter.
Last Reported on: 08 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AEMB | american centy etf tr | 22.52 | 312,304 | 31,083,700 | reduced | -1.15 | ||
| AFL | aflac inc | 0.17 | 2,158 | 241,049 | unchanged | 0.00 | ||
| BNDW | vanguard scottsdale fds | 35.58 | 162,469 | 49,122,600 | reduced | -1.48 | ||
| BUYZ | franklin templeton etf tr | 8.49 | 207,631 | 11,720,800 | added | 19.28 | ||
| CSD | invesco exchange traded fd t | 0.42 | 3,084 | 585,036 | added | 0.59 | ||
| FBND | fidelity merrimack str tr | 29.47 | 879,774 | 40,680,700 | added | 1.98 | ||
| FNDA | schwab strategic tr | 1.07 | 46,033 | 1,478,570 | added | 25.49 | ||
| HD | home depot inc | 0.51 | 1,737 | 703,992 | added | 0.23 | ||
| JNJ | johnson & johnson | 0.29 | 2,161 | 400,783 | unchanged | 0.00 | ||
| MCBS | metrocity bankshares inc | 0.52 | 26,048 | 721,269 | unchanged | 0.00 | ||
| TSLA | tesla inc | 0.49 | 1,515 | 673,751 | unchanged | 0.00 | ||
| VB | vanguard index fds | 0.46 | 1,033 | 632,479 | unchanged | 0.00 | ||