Sherrill & Hutchins Financial Advisory, Inc holdings history

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13 is the total number of securities Sherrill & Hutchins Financial Advisory, Inc has owned. The longest Sherrill & Hutchins Financial Advisory, Inc has owned a single stock is 3 quarters.

Sherrill & Hutchins Financial Advisory, Inc historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VONE VANGUARD SCOTTSDALE FDS3338.29%39.12%39.91%Q4 2023Q2 20243
FBND FIDELITY MERRIMACK STR TR3330.74%31.32%31.73%Q4 2023Q2 20243
AVUV AMERICAN CENTY ETF TR3324.78%25.88%26.47%Q4 2023Q2 20243
SCHK SCHWAB STRATEGIC TR330.81%0.86%0.89%Q4 2023Q2 20243
MCBS METROCITY BANKSHARES INC330.67%0.68%0.71%Q4 2023Q2 20243
HD HOME DEPOT INC330.56%0.59%0.62%Q4 2023Q2 20243
TSLA TESLA INC330.48%0.58%0.70%Q4 2023Q2 20243
JNJ JOHNSON & JOHNSON330.28%0.30%0.32%Q4 2023Q2 20243
HTRB HARTFORD FDS EXCHANGE ...110.25%0.30%0.34%Q4 2023Q2 20242
VOO VANGUARD INDEX FDS110.46%0.46%0.46%Q2 2024Q2 20241
RSP INVESCO EXCHANGE TRADE...110.45%0.45%0.45%Q2 2024Q2 20241
VEA VANGUARD TAX-MANAGED FDS110.32%0.32%0.32%Q4 2023Q4 20231
AFL AFLAC INC110.18%0.18%0.18%Q2 2024Q2 20241
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The securities at the top of the list , including VANGUARD SCOTTSDALE FDS, FIDELITY MERRIMACK STR TR, and AMERICAN CENTY ETF TR, are the highest-conviction holdings of Sherrill & Hutchins Financial Advisory, Inc.

The conviction is calculated by counting the number of quarters a security has been reported by Sherrill & Hutchins Financial Advisory, Inc. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Sherrill & Hutchins Financial Advisory, Inc owns currently or has owned in the past.