Sherrill & Hutchins Financial Advisory, Inc

13F Filings History

Latest 13F report: Q3 2024 - Oct 7, 2024
Value $: $116M
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 11 stock holdings with total value $116M as of Q3 2024. Top holdings included VONE, FBND, AVUV, SCHK, and TSLA.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
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	$0	$0		VONE, FBND, AVUV, SCHK, TSLA	13F-HR	1/17/2024, 01:45 PM