Sherrill & Hutchins Financial Advisory, Inc historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Sherrill & Hutchins Financial Advisory, Inc opened 4 positions, added to 10, reduced 9 and sold out of 3.
- Q1 2026: Stock HD; Country of operation United States; Class COM; Shares before 1,743.
- Q4 2025: Stock HD; Country of operation United States; Class COM; Shares before 1,737.
- Q3 2025: Stock HD; Country of operation United States; Class COM; Shares before 1,733.
- Q2 2025: Stock HD; Country of operation United States; Class COM; Shares before 1,711.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2005607), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-23); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-22); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-08); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-10); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-18). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Upper Left Wealth Management, LLC | United States | $0.169B | 68 |
| Madrid Financial Services | United States | $0.169B | 26 |
| Live Oak Investment Partners | United States | $0.169B | 93 |
| Emergent Wealth Advisors, LLC | United States | $0.169B | 125 |
| United Financial Planning Group LLC | United States | $0.169B | 462 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | United States | $0.169B | 161 |
| Forerunner Ventures Management, LLC | United States | $0.169B | 1 |
| Thoma Capital Management LLC | United States | $0.169B | 55 |
| Daviman Financial, LLC | United States | $0.169B | 85 |
| Financial Planning Hawaii, Inc. | United States | $0.170B | 123 |