CIK 2107738
Sherry Group, Inc.
Institutional 13F holdings & portfolio
Holdings
43
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–43 of 43
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NVDA | NVIDIA CORP | 98K | $1M+ | SH |
| ICSH | ISHARES TR ULTRA SHORT DUR | 241K | $1M+ | SH |
| VV | VANGUARD LARGE-CAP INDEX FUND | 26K | $1M+ | SH |
| TSLA | TESLA INC COM | 12K | $1M+ | SH |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | 59K | $1M+ | SH |
| NNOV | INNOVATOR ETFS TRUST GROWTH 100 PWR B | 127K | $1M+ | SH |
| KJAN | INNOVATOR RUSSELL 2000 POWER BUFFER ETF- | 81K | $1M+ | SH |
| PNOV | INNOVATOR S&P POWER BUFFER ETF-NOVEMBER | 75K | $1M+ | SH |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 39K | $1M+ | SH |
| WMT | WAL MART INC | 21K | $1M+ | SH |
| VO | VANGUARD MID-CAP INDEX FUND | 8K | $1M+ | SH |
| FALN | ISHARES FALLEN ANGELS USD BOND ETF | 80K | $1M+ | SH |
| NFLX | NETFLIX COM INC | 20K | $1M+ | SH |
| DIV | GLOBAL X SUPERDIVIDEND U.S. ETF | 108K | $1M+ | SH |
| OMAH | TIDAL TRUST III VISTASHARES TRGT | 99K | $1M+ | SH |
| EQL | ALPS EQUAL SECTOR WEIGHT ETF | 37K | $1M+ | SH |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SP | 10K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 3K | $1M+ | SH |
| IJR | ISHARES S&P SMALLCAP 600 INDEX FUND | 10K | $1M+ | SH |
| NAUG | INNOVATOR ETFS TRUST GROWTH 100 PWR B | 40K | $1M+ | SH |
| XSOE | WISDOMTREE EMERGING MARKETS EX-STATE OWN | 30K | $1M+ | SH |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 3K | $1M+ | SH |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FU | 2K | $1M+ | SH |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR S | 28K | $1M+ | SH |
| KNOV | INNOVATOR ETFS TRUST US SMALL CAP PWR | 39K | $1M+ | SH |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR E | 24K | $1M+ | SH |
| AMZN | AMAZON COM INC | 5K | $1M+ | SH |
| AAPL | APPLE INC COM | 4K | $500K+ | SH |
| ZM | ZOOM COMMUNICATIONS INC CL A | 10K | $500K+ | SH |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPD | 15K | $500K+ | SH |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUN | 4K | $500K+ | SH |
| GOOGL | ALPHABET INC CAP STK CL A | 1K | $100K–$500K | SH |
| VDE | VANGUARD ENERGY INDEX FUND | 3K | $100K–$500K | SH |
| SLV | ISHARES SILVER TRUST | 5K | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC COM | 4K | $100K–$500K | SH |
| META | META PLATFORMS INC CL A | 474 | $100K–$500K | SH |
| KAUG | INNOVATOR ETFS TRUST US SMALL CAP PWR | 11K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC. | 5K | $100K–$500K | SH |
| MSFT | MICROSOFT CORP | 441 | $100K–$500K | SH |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | 8K | $100K–$500K | SH |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRU | 340 | $100K–$500K | SH |
| PDM | PIEDMONT REALTY TRUST INC COM CL A | 11K | $50K–$100K | SH |
| ANVS | ANNOVIS BIO INC COM | 27K | $50K–$100K | SH |