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CIK: 0002005607
Total reported value
$209.2M
$209.2M
12 檔
54.5%
The Q1 2025 SEC filing reveals that Sherrill & Hutchins Financial Advisory, Inc held a total portfolio value of $209.2M, covering 12 public equity positions.
In Q1 2025, Sherrill & Hutchins Financial Advisory, Inc displayed an active expansion posture, initiating 1 new positions and adding to 5 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VONE | Vanguard Russell 1000 | ETF-Other | 35.14% | -2.23% | +0.86% | |
| 2 | FBND | Fidelity Total Bond ETF | ETF-Other | 33.26% | -3.87% | +3.72% | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 22.41% | -2.75% | +2.53% | |
| 4 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 5.46% | -1.01% | — | |
| 5 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 0.84% | -0.06% | — | |
| 6 | MCBS | Metrocity Bankshares Inc | Stock-Other | 0.61% | — | — | |
| 7 | HD | Home Depot Inc | Stock-Consumer Disc | 0.53% | -0.11% | -5.26% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.45% | -0.03% | +0.46% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | -0.02% | — | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.34% | — | — | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.31% | — | +0.09% | |
| 12 | AFL | Aflac Inc | Stock-Financials | 0.20% | -0.01% | -5.18% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FLQM | Franklin U.s. Mid Cap Multif | +5.5% | NEW | New buy |
| 2 | FBND | Fidelity Total Bond ETF | +0.6% | +3.72% | Add |
| 3 | JNJ | Johnson & Johnson | 0% | +0.09% | Add |
| 4 | AFL | Aflac Inc | 0% | -5.18% | Trim |
| 5 | RSP | Invesco S&p 500 Equal Weight | 0% | +0.46% | Add |
| 6 | VOO | Vanguard S&p 500 ETF | 0% | — | Unchanged |
| 7 | SCHK | Schwab 1000 Index ETF | -0.1% | — | Unchanged |
| 8 | HD | Home Depot Inc | -0.1% | -5.26% | Trim |
| 9 | MCBS | Metrocity Bankshares Inc | -0.1% | — | Unchanged |
| 10 | TSLA | Tesla Inc | -0.2% | — | Unchanged |
| 11 | AVUV | Avantis US Small Cap Value | -2.7% | +2.53% | Add |
| 12 | VONE | Vanguard Russell 1000 | -2.8% | +0.86% | Add |
According to official SEC Form 13F filings, Sherrill & Hutchins Financial Advisory, Inc reported a total U.S. public equity portfolio value of $209.2M across 12 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VONE, FBND, AVUV) accounted for 54.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
FLQM
市值: $6.4M
Top Position Liquidated / Trimmed
HD
前期市值: $702.4K
During Q1 2025, Sherrill & Hutchins Financial Advisory, Inc's top holdings by market value included VONE (35.1%)、FBND (33.3%)、AVUV (22.4%). The largest single position, VONE, represented 35.1% of total portfolio value.
In Q1 2025, Sherrill & Hutchins Financial Advisory, Inc made 8 total portfolio adjustments, initiating 1 new buys, adding to 5 positions, trimming 2 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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