Sherrill & Hutchins Financial Advisory, Inc
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 141,034
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/12/2026 | 13 | 141,034 | 13F-HR | Sherrill & Hutchins Financial Advisory, Inc |
| Q3 2025 | 10/8/2025 | 12 | 138,045 | 13F-HR | Sherrill & Hutchins Financial Advisory, Inc |
| Q2 2025 | 7/11/2025 | 12 | 128,675 | 13F-HR | Sherrill & Hutchins Financial Advisory, Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 97.59 K | 69.2% | 2.338 K | 0 | 2.338 K |
| ETFs | 43.44 K | 30.8% | 649 | 0 | 649 |
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Fund Snapshot
Q4 2025
Latest filed
1/12/2026
Total value ($000)
141,034
Holdings
13
QoQ value change ($000)
2,989
(2.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.