• 13F History

Sherrill & Hutchins Financial Advisory, Inc

13F Filings History

Latest 13F report
Q1 2025 - Apr 10, 2025
Value $
$117M
Signature - Title
Kaitlin Theobald - Chief Compliance Officer
Location
Atlanta, GA
Summary
This page shows a list of all the recent 13F filings made by Sherrill & Hutchins Financial Advisory, Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sherrill & Hutchins Financial Advisory, Inc reported 12 stock holdings with total value $117M as of Q1 2025. Top holdings included VONE, FBND, AVUV, FLQM, and SCHK.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 12 $117M +$8.8M -$47.9K +$8.76M VONE, FBND, AVUV, FLQM, SCHK 13F-HR 4/10/2025, 05:08 PM
Q4 2024 11 $113M +$1.91M -$4.26M -$2.35M VONE, FBND, AVUV, SCHK, MCBS 13F-HR 1/13/2025, 07:27 PM
Q3 2024 11 $116M +$478K -$1.97M -$1.5M VONE, FBND, AVUV, SCHK, TSLA 13F-HR 10/7/2024, 01:52 PM
Q2 2024 12 $111M +$3.18M -$2.13M +$1.05M VONE, FBND, AVUV, SCHK, MCBS 13F-HR 7/12/2024, 02:10 PM
Q1 2024 8 $110M +$787K -$2.04M -$1.26M VONE, FBND, AVUV, SCHK, MCBS 13F-HR 4/17/2024, 06:17 PM
Q4 2023 10 $106M VONE, FBND, AVUV, SCHK, TSLA 13F-HR 1/17/2024, 01:45 PM