Sherrill & Hutchins Financial Advisory, Inc Portfolio Holdings
Q3 2025•12 long positions•$138.0M portfolio value
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Holding12 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $49.1M 35.58% | -$736.2K Sold | — 162.5K shares | 164.9K → 162.5K −$736.2K | -1.48% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $40.7M 29.47% | +$789.7K Bought | — 879.8K shares | 862.7K → 879.8K +$789.7K | +1.98% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $31.1M 22.52% | -$361.3K Sold | — 312.3K shares | 315.9K → 312.3K −$361.3K | -1.15% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $11.7M 8.49% | +$1.9M Bought | — 207.6K shares | 174.1K → 207.6K +$1.9M | +19.28% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.5M 1.07% | +$300.3K Bought | — 46.0K shares | 36.7K → 46.0K +$300.3K | +25.49% | — — | Q4 2023 Held for 1y 11m | |
Banks - Regional Financial Services | $721.3K 0.522% | — | 0.102% 26.0K shares | — | — | $707.1M Small Cap | Q4 2023 Held for 1y 11m | |
Home Improvement Consumer Cyclical | $704.0K 0.51% | +$1.6K Bought | 0.0% 1.7K shares | 1.7K → 1.7K +$1.6K | +0.23% | $403.32B Mega Cap | Q4 2023 Held for 1y 11m | |
Auto - Manufacturers Consumer Cyclical | $673.8K 0.488% | — | 0.0% 1.5K shares | — | — | $1.48T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $632.5K 0.458% | — | — 1.0K shares | — | — | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $585.0K 0.424% | +$3.4K Bought | — 3.1K shares | 3.1K → 3.1K +$3.4K | +0.59% | — — | Q2 2024 Held for 1y 5m | |
Drug Manufacturers - General Healthcare | $400.8K 0.29% | — | 0.0% 2.2K shares | — | — | $446.55B Mega Cap | Q4 2023 Held for 1y 11m | |
Insurance - Life Financial Services | $241.0K 0.175% | — | 0.0% 2.2K shares | — | — | $59.7B Large Cap | Q2 2024 Held for 1y 5m |
