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CIK: 0002005607
Total reported value
$209.2M
$209.2M
13 檔
65.4%
According to the latest 13F quarterly dataset, Sherrill & Hutchins Financial Advisory, Inc managed an equity portfolio of $209.2M at the end of Q4 2025, spanning 13 distinct U.S. exchange-listed positions.
In Q4 2025, Sherrill & Hutchins Financial Advisory, Inc displayed an active expansion posture, initiating 1 new positions and adding to 6 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VONE, FBND, AVUV) accounted for 65.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
LLY
市值: $231.1K
Top Position Liquidated / Trimmed
VONE
前期市值: $49.1M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VONE | Vanguard Russell 1000 | ETF-Other | 35.08% | -2.23% | -1.45% | |
| 2 | FBND | Fidelity Total Bond ETF | ETF-Other | 29.27% | -3.87% | +1.91% | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 22.59% | -2.75% | +0.02% | |
| 4 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 9.06% | -1.01% | +9.37% | |
| 5 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 1.07% | -0.06% | +0.32% | |
| 6 | MCBS | Metrocity Bankshares Inc | Stock-Other | 0.49% | — | — | |
| 7 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.48% | — | — | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | -0.02% | -0.10% | |
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 0.43% | -0.11% | +0.35% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.42% | -0.03% | +0.75% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.32% | — | — | |
| 12 | AFL | Aflac Inc | Stock-Financials | 0.17% | -0.01% | — | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.16% | +0.12% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FLQM | Franklin U.s. Mid Cap Multif | +0.6% | +9.37% | Add |
| 2 | AVUV | Avantis US Small Cap Value | +0.1% | +0.02% | Add |
| 3 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 4 | SCHK | Schwab 1000 Index ETF | — | +0.32% | Add |
| 5 | VOO | Vanguard S&p 500 ETF | — | -0.10% | Trim |
| 6 | RSP | Invesco S&p 500 Equal Weight | — | +0.75% | Add |
| 7 | AFL | Aflac Inc | — | — | Unchanged |
| 8 | TSLA | Tesla Inc | 0% | — | Unchanged |
| 9 | MCBS | Metrocity Bankshares Inc | 0% | — | Unchanged |
| 10 | HD | Home Depot Inc | -0.1% | +0.35% | Add |
| 11 | FBND | Fidelity Total Bond ETF | -0.2% | +1.91% | Add |
| 12 | VONE | Vanguard Russell 1000 | -0.5% | -1.45% | Trim |
| 13 | LLY | Eli Lilly & Co | — | NEW | New buy |
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 13 disclosed positions in Q4 2025.
During Q4 2025, Sherrill & Hutchins Financial Advisory, Inc's top holdings by market value included VONE (35.1%)、FBND (29.3%)、AVUV (22.6%). The largest single position, VONE, represented 35.1% of total portfolio value.
In Q4 2025, Sherrill & Hutchins Financial Advisory, Inc made 9 total portfolio adjustments, initiating 1 new buys, adding to 6 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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