Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Hutchinson Financial Advisors

Latest statistics and disclosures from Hutchinson Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are MSFT, GOOGL, GLDM, BRK.B, AAPL, and represent 18.95% of Hutchinson Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: GLDM, DOV, SPDW, BIL, BRK.B, BILS, SJNK, KO, VKTX, VZ.
Started 9 new stock positions in SJNK, DOV, BIL, PM, GLW, VKTX, SHW, KO, VZ.
Reduced shares in these 10 stocks: ENB, SPLG, MA, ORCL, CRWD, SPYV, CRM, SPYD, DIS, JAAA.
Hutchinson Financial Advisors was a net buyer of stock by $7.2M.
Hutchinson Financial Advisors has $102M in assets under management (AUM), dropping by 13.95%.
Central Index Key (CIK): 0002078477

Tip: Access up to 7 years of quarterly data

Positions held by Hutchinson Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Hutchinson Financial Advisors

Hutchinson Financial Advisors holds 67 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corp Sponsored Adr (MSFT)	4.8	$4.9M		9.5k	517.95	View chart
Alphabet Inc Cl A Cap Stk Cl A (GOOGL)	3.7	$3.8M		16k	243.10	View chart
World Gold Tr Spdr Gold Minishares Tr Spdr Gld Minis (GLDM)	3.7	$3.7M	+134%	49k	76.38	View chart
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B)	3.5	$3.5M	+20%	7.0k	502.74	View chart
Apple (AAPL)	3.2	$3.3M		13k	254.63	View chart
Spdr Ser Tr Portfolio S&p 500 Etf Portfolio S&p500 (SPLG)	3.1	$3.1M	-14%	40k	78.18	View chart
Spdr Ser Tr Spdr Bloomberg 3-12 Month T Bill Etf Bloomberg 3-12 M (BILS)	2.8	$2.9M	+26%	29k	99.52	View chart
Visa Inc Com Cl A Com Cl A (V)	2.8	$2.9M	+4%	8.4k	341.38	View chart
Honeywell International (HON)	2.7	$2.8M	+5%	13k	210.50	View chart
Amazon (AMZN)	2.7	$2.7M	+4%	12k	219.57	View chart
Spdr Index Shs Fds Spdr Port Developed World Ex-us Etf Portfolio Devlpd (SPDW)	2.7	$2.7M	+94%	63k	42.69	View chart
Uber Technologies (UBER)	2.6	$2.7M	+2%	27k	97.97	View chart
Bank of New York Mellon Corporation (BK)	2.6	$2.6M	+2%	24k	108.96	View chart
Oracle Corporation (ORCL)	2.4	$2.5M	-15%	8.8k	281.24	View chart
Charles Schwab Corporation (SCHW)	2.4	$2.4M	+2%	25k	95.47	View chart
Taiwan Semiconductor Mfg Co Sponsored Adr Isin#us8740391003 Sponsored Ads (TSM)	2.3	$2.3M		8.3k	279.29	View chart
Enbridge (ENB)	2.1	$2.1M	-27%	42k	50.47	View chart
Booking Holdings (BKNG)	2.1	$2.1M		394.00	5399.27	View chart
Exxon Mobil Corporation (XOM)	2.1	$2.1M	+8%	19k	112.75	View chart
General Dynamics Corporation (GD)	2.0	$2.0M		5.9k	341.00	View chart
Crowdstrike Hldgs Inc Cl A Cl A (CRWD)	1.9	$1.9M	-15%	3.8k	490.38	View chart
Unilever Plc Spon Adr New Isin#us9047677045 Spon Adr New (UL)	1.8	$1.9M	+2%	32k	59.28	View chart
JPMorgan Chase & Co. (JPM)	1.7	$1.7M	+2%	5.5k	315.43	View chart
Bank of America Corporation (BAC)	1.7	$1.7M		33k	51.59	View chart
ConocoPhillips (COP)	1.6	$1.6M		17k	94.59	View chart
Mastercard Inc Cl A Cl A (MA)	1.5	$1.6M	-23%	2.8k	568.81	View chart
Iqvia Holdings (IQV)	1.5	$1.5M		8.0k	189.94	View chart
Meta Platforms Inc Cl A Cl A (META)	1.5	$1.5M		2.1k	734.38	View chart
Comcast Corp New Cl A Cl A (CMCSA)	1.5	$1.5M		48k	31.42	View chart
Spdr Ser Tr S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)	1.4	$1.5M		14k	104.51	View chart
Spdr Ser Tr S&p 500 Value Etf Prtflo S&p500 Vl (SPYV)	1.4	$1.4M	-15%	26k	55.33	View chart
Dover Corporation (DOV)	1.4	$1.4M	NEW	8.4k	166.83	View chart
Raytheon Technologies Corp (RTX)	1.4	$1.4M	+2%	8.4k	167.33	View chart
Pepsi (PEP)	1.3	$1.3M		9.3k	140.44	View chart
Anthem (ELV)	1.2	$1.2M	+2%	3.9k	323.12	View chart
Novartis (NVS)	1.2	$1.2M	+2%	9.7k	128.24	View chart
Spdr Ser Tr Spdr Bloomberg 1-3 Mnth T Bill Etf Bloomberg 1-3 Mo (BIL)	1.2	$1.2M	NEW	13k	91.75	View chart
Becton, Dickinson and (BDX)	1.1	$1.1M	+2%	6.1k	187.17	View chart
Analog Devices (ADI)	1.0	$1.1M	+2%	4.3k	245.70	View chart
Sanofi Spons Adr Isin#us80105n1054 Sponsored Adr (SNY)	1.0	$1.1M		22k	47.20	View chart
Walt Disney Company (DIS)	1.0	$1.0M	-11%	9.1k	114.50	View chart
Spdr Ser Tr S&p 500 High Divid Etf Prtflo S&p500 Hi (SPYD)	1.0	$1.0M	-15%	23k	43.74	View chart
Janus Detroit Str Tr Janus Henderson Aaa Clo Etf Hendrson Aaa Cl (JAAA)	0.9	$952k	-9%	19k	50.69	View chart
Autodesk (ADSK)	0.8	$853k		2.7k	317.67	View chart
salesforce (CRM)	0.8	$820k	-20%	3.5k	237.00	View chart
Adobe Systems Incorporated (ADBE)	0.8	$817k		2.3k	352.75	View chart
Diageo Plc Sponsored Adr New Isin#us25243q2057 Spon Adr New (DEO)	0.8	$795k	+2%	8.3k	95.43	View chart
Valaris Ltd Com Isin#bmg9460g1015 Cl A (VAL)	0.8	$784k	-7%	16k	48.77	View chart
Spdr Ser Tr Bloomberg Barclays Aggregate Bd Etf Portfolio Agrgte (SPAB)	0.7	$759k	+14%	30k	25.75	View chart
Dbx Etf Tr X-trackers Harvest Csi 300 China Cl A Xtrack Hrvst Csi (ASHR)	0.7	$755k		23k	32.98	View chart
AmerisourceBergen (COR)	0.7	$715k	+26%	2.3k	312.53	View chart
Veeva Sys Inc Cl A Cl A Com (VEEV)	0.7	$709k	+2%	2.4k	297.91	View chart
Medtronic Plc Shs Isin#ie00btn1y115 SHS (MDT)	0.7	$699k		7.3k	95.24	View chart
Global X Fds Global X Uranium Etf Par $0 001 Global X Uranium (URA)	0.6	$645k		14k	47.67	View chart
Ecolab (ECL)	0.6	$621k		2.3k	273.86	View chart
NVIDIA Corporation (NVDA)	0.6	$570k	+2%	3.1k	186.58	View chart
Fiserv (FI)	0.5	$476k		3.7k	128.93	View chart
Spdr Ser Tr Bloomberg Short Term High Yield Bd Etf Bloomberg Sht Te (SJNK)	0.4	$399k	NEW	16k	25.51	View chart
Wells Fargo & Company (WFC)	0.3	$306k	+16%	3.7k	83.82	View chart
Coca-Cola Company (KO)	0.3	$288k	NEW	4.3k	66.32	View chart
Viking Therapeutics (VKTX)	0.3	$285k	NEW	11k	26.28	View chart
Vanguard Index Fds S&p 500 Etf S&p 500 Etf Shs (VOO)	0.3	$266k	-2%	435.00	612.38	View chart
Verizon Communications (VZ)	0.3	$257k	NEW	5.9k	43.95	View chart
GSK Sponsored Adr (GSK)	0.2	$235k	+3%	5.5k	43.16	View chart
Corning Incorporated (GLW)	0.2	$232k	NEW	2.8k	82.03	View chart
Philip Morris International (PM)	0.2	$213k	NEW	1.3k	162.20	View chart
Sherwin-Williams Company (SHW)	0.2	$210k	NEW	605.00	346.26	View chart

Past Filings by Hutchinson Financial Advisors

SEC 13F filings are viewable for Hutchinson Financial Advisors going back to 2025

Hutchinson Financial Advisors 2025 Q3 filed Oct. 14, 2025
Hutchinson Financial Advisors 2025 Q2 restated filed Aug. 14, 2025
Hutchinson Financial Advisors 2025 Q2 filed Aug. 4, 2025

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z