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Sherrill & Hutchins Financial Advisory, Inc

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13F filer, CIK 2005607, ATLANTA, GA

Sherrill & Hutchins Financial Advisory, Inc reported $128,674,962 across 12 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-11. Its ten largest share positions make up 99.57% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-003736

Period
2025-06-30
Reported value
$129M
Holdings
12
Top 10 weight
99.57%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FLQMadded+53,238$2.89M
AVUVadded+14,357$1.31M
VONEadded+2,532$711K
FBNDadded+8,151$373K
HDadded+22$8.07K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TSLAreduced-2-$635
JNJreduced-2-$305

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001085146-25-003736, largest first. % of portfolio is the value over $128,674,962, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VONEVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,607 shares; 2024Q4: 160,991 shares; 2025Q1: 162,372 shares; 2025Q2: 164,904 shares 164,904$46.3M35.99%+2,532Timeline
FBNDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 792,627 shares; 2024Q4: 823,928 shares; 2025Q1: 854,544 shares; 2025Q2: 862,695 shares 862,695$39.5M30.67%+8,151Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,291 shares; 2024Q4: 294,142 shares; 2025Q1: 301,577 shares; 2025Q2: 315,934 shares 315,934$28.8M22.37%+14,357Timeline
FLQMFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 120,826 shares; 2025Q2: 174,064 shares 174,064$9.45M7.35%+53,238Timeline
SCHKSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,800 shares; 2024Q4: 36,684 shares; 2025Q1: 36,684 shares; 2025Q2: 36,684 shares 36,684$1.09M0.85%0Timeline
MCBSMETROCITY BANKSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,048 shares; 2024Q4: 26,048 shares; 2025Q1: 26,048 shares; 2025Q2: 26,048 shares 26,048$744K0.58%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,801 shares; 2024Q4: 1,806 shares; 2025Q1: 1,711 shares; 2025Q2: 1,733 shares 1,733$635K0.49%+22Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,021 shares; 2024Q4: 1,024 shares; 2025Q1: 1,024 shares; 2025Q2: 1,033 shares 1,033$587K0.46%+9Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,059 shares; 2024Q4: 3,052 shares; 2025Q1: 3,066 shares; 2025Q2: 3,066 shares 3,066$557K0.43%0Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,058 shares; 2024Q4: 1,517 shares; 2025Q1: 1,517 shares; 2025Q2: 1,515 shares 1,515$481K0.37%-2Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,161 shares; 2024Q4: 2,161 shares; 2025Q1: 2,163 shares; 2025Q2: 2,161 shares 2,161$330K0.26%-2Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,276 shares; 2024Q4: 2,276 shares; 2025Q1: 2,158 shares; 2025Q2: 2,158 shares 2,158$228K0.18%0Timeline

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001085146-25-003736 base2025-07-11acceptance time not in the bulk data set