Sherrill & Hutchins Financial Advisory, Inc
RIA/Wealth
Sherrill & Hutchins Financial Advisory, Inc is a RIA/Wealth based in Grand Rapids, MI led by Mark D Sheerin, reporting $565.9M in AUM as of Q3 2025 with 98% ETF concentration, 100% concentrated in top 10 holdings, and 36% allocation to VONE.
CEOMark D Sheerin
- Portfolio Value
- $138.0M
- Positions
- 12
- Top Holding
- VONE at 35.58%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Sherrill & Hutchins Financial Advisory, Inc's portfolio (99.5% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $49.1M | 35.58% | -$736.2K Sold | — 162.5K shares | |
ETF ETF | $40.7M | 29.47% | +$789.7K Bought | — 879.8K shares | |
ETF ETF | $31.1M | 22.52% | -$361.3K Sold | — 312.3K shares | |
ETF ETF | $11.7M | 8.49% | +$1.9M Bought | — 207.6K shares | |
ETF ETF | $1.5M | 1.07% | +$300.3K Bought | — 46.0K shares | |
Banks - Regional Financial Services | $721.3K | 0.52% | — | 0.10% 26.0K shares | |
Home Improvement Consumer Cyclical | $704.0K | 0.51% | +$1.6K Bought | 0.00% 1.7K shares | |
Auto - Manufacturers Consumer Cyclical | $673.8K | 0.49% | — | 0.00% 1.5K shares | |
ETF ETF | $632.5K | 0.46% | — | — 1.0K shares | |
ETF ETF | $585.0K | 0.42% | +$3.4K Bought | — 3.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Sherrill & Hutchins Financial Advisory, Inc's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+25.49% | |
+19.28% | |
+1.98% | |
+0.59% | |
+0.23% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-1.48% | |
-1.15% |
Analytics
Portfolio insights and performance metrics for Sherrill & Hutchins Financial Advisory, Inc
GthenA