Hutchens & Kramer Investment Management Group

Hutchens & Kramer Investment Management Group as of Dec. 31, 2022

Portfolio Holdings for Hutchens & Kramer Investment Management Group

Hutchens & Kramer Investment Management Group holds 108 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Lilly Eli & Co Stock (LLY) 11.8 $16M 44k 365.84
Microsoft Corp Stock (MSFT) 5.7 $7.8M 33k 239.82
Jpmorgan Ultra-short Income Etf Etf (JPST) 5.6 $7.7M 153k 50.13
Vanguard S&p 500 Etf Etf (VOO) 4.3 $5.8M 17k 351.34
Schwab U.s. Large-cap Etf Etf (SCHX) 3.3 $4.4M 99k 45.15
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG) 3.2 $4.4M 107k 40.89
Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK) 3.2 $4.3M 178k 24.24
Mastercard Incorporated Cl A Stock (MA) 2.9 $3.9M 11k 347.73
Procter And Gamble Stock (PG) 2.5 $3.5M 23k 151.56
Schwab Charles Corp Stock (SCHW) 2.4 $3.2M 39k 83.26
Invesco S&p 500 Top 50 Etf Etf (XLG) 2.1 $2.9M 10k 275.98
Vanguard Ftse Developed Markets Etf Etf (VEA) 2.0 $2.7M 64k 41.97
Cdw Corp Stock (CDW) 1.9 $2.6M 15k 178.59
Abbott Labs Stock (ABT) 1.8 $2.5M 22k 109.79
Iqvia Hldgs Stock (IQV) 1.7 $2.3M 11k 204.89
Amazon Stock (AMZN) 1.7 $2.3M 27k 84.00
Spdr Gold Shares Etf (GLD) 1.7 $2.3M 13k 169.64
Nike Inc Cl B Stock (NKE) 1.6 $2.2M 19k 117.01
Automatic Data Processing Stock (ADP) 1.6 $2.1M 8.9k 238.87
Tjx Cos Stock (TJX) 1.5 $2.1M 26k 79.60
American Tower Corp Reit (AMT) 1.5 $2.1M 9.7k 211.87
Zoetis Inc Cl A Stock (ZTS) 1.5 $2.0M 14k 146.55
Amphenol Corp New Cl A Stock (APH) 1.3 $1.7M 23k 76.14
Distillate Us Fundamental Stability & Value Etf Etf (DSTL) 1.2 $1.7M 41k 40.80
Cooper Cos Stock 1.2 $1.7M 5.0k 330.67
Dimensional Us Core Equity 2 Etf Etf (DFAC) 1.2 $1.7M 68k 24.28
Aptiv Stock (APTV) 1.1 $1.6M 17k 93.13
Apple Stock (AAPL) 1.1 $1.5M 11k 129.93
Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 1.0 $1.4M 17k 81.17
Vanguard Value Etf Etf (VTV) 1.0 $1.4M 10k 140.37
Constellation Brands Inc Cl A Stock (STZ) 0.9 $1.3M 5.6k 231.75
Stericycle Stock (SRCL) 0.9 $1.3M 26k 49.89
Invesco Qqq Trust Etf (QQQ) 0.9 $1.2M 4.4k 266.28
Eaton Corp Stock (ETN) 0.8 $1.1M 7.1k 156.95
Dimensional Core Fixed Income Etf Etf (DFCF) 0.8 $1.1M 26k 41.52
Ishares Core S&p 500 Etf Etf (IVV) 0.7 $1.0M 2.6k 384.21
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.7 $953k 25k 38.98
Vanguard Mid-cap Etf Etf (VO) 0.6 $872k 4.3k 203.81
Illumina Stock (ILMN) 0.6 $857k 4.2k 202.20
Vanguard Small-cap Etf Etf (VB) 0.6 $836k 4.6k 183.54
Visa Inc Com Cl A Stock (V) 0.6 $757k 3.6k 207.76
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.5 $738k 8.7k 84.75
Vanguard Extended Market Etf Etf (VXF) 0.5 $729k 5.5k 132.86
Spdr Ssga Us Large Cap Low Volatility Index Etf Etf (LGLV) 0.5 $729k 5.4k 135.63
Laboratory Corp Amer Hldgs Stock (LH) 0.5 $729k 3.1k 235.48
Ishares Msci Eafe Growth Etf Etf (EFG) 0.5 $720k 8.6k 83.76
Lha Market State Tactical Beta Etf Etf (MSTB) 0.5 $677k 28k 24.60
Spdr S&p 500 Etf Trust Etf (SPY) 0.5 $670k 1.8k 382.41
Proshares Ultra S&p 500 Etf (SSO) 0.5 $631k 14k 44.45
Spdr Portfolio Emerging Markets Etf Etf (SPEM) 0.5 $623k 19k 32.96
Ishares Core Msci Total International Stock Etf Etf (IXUS) 0.5 $617k 11k 57.88
Simon Ppty Group Reit (SPG) 0.4 $588k 5.0k 117.49
Unitedhealth Group Stock (UNH) 0.4 $574k 1.1k 530.18
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.4 $537k 5.4k 99.56
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.4 $504k 11k 44.93
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.4 $494k 5.6k 88.73
Ishares Short Treasury Bond Etf Etf (SHV) 0.4 $487k 4.4k 109.92
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.3 $453k 4.0k 113.96
Prologis Reit (PLD) 0.3 $426k 3.8k 112.73
Dimensional International Core Equity 2 Etf Etf (DFIC) 0.3 $422k 19k 22.35
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD) 0.3 $419k 8.8k 47.86
Dimensional Us High Profitability Etf Etf (DUHP) 0.3 $366k 15k 24.01
Dimensional Us Small Cap Value Etf Etf (DFSV) 0.3 $365k 15k 24.77
Proshares Ultra Gold Etf (UGL) 0.3 $342k 6.2k 55.27
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.2 $337k 11k 29.69
Johnson & Johnson Stock (JNJ) 0.2 $334k 1.9k 176.65
Ishares Preferred & Income Securities Etf Etf (PFF) 0.2 $319k 10k 30.53
Vanguard Utilities Etf Etf (VPU) 0.2 $316k 2.1k 153.36
Ishares Exponential Technologies Etf Etf (XT) 0.2 $311k 6.6k 47.34
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.2 $310k 3.5k 88.23
Welltower Reit (WELL) 0.2 $305k 4.6k 65.55
Adobe Systems Incorporated Stock (ADBE) 0.2 $300k 892.00 336.53
Intuitive Surgical Stock (ISRG) 0.2 $286k 1.1k 265.35
Mcdonalds Corp Stock (MCD) 0.2 $282k 1.1k 263.53
Clorox Co Del Stock (CLX) 0.2 $281k 2.0k 140.33
Public Storage Reit (PSA) 0.2 $279k 997.00 280.19
Digital Rlty Tr Reit (DLR) 0.2 $273k 2.7k 100.27
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.2 $270k 3.7k 72.10
Home Depot Stock (HD) 0.2 $267k 845.00 315.91
Ishares Msci Eafe Value Etf Etf (EFV) 0.2 $265k 5.8k 45.88
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.2 $261k 4.7k 55.55
Walmart Stock (WMT) 0.2 $248k 1.8k 141.79
Coca Cola Stock (KO) 0.2 $245k 3.9k 63.61
Realty Income Corp Reit (O) 0.2 $241k 3.8k 63.44
Ametek Stock (AME) 0.2 $240k 1.7k 139.72
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.2 $230k 744.00 308.90
Ishares Mbs Etf Etf (MBB) 0.2 $229k 2.5k 92.75
Berkley W R Corp Stock (WRB) 0.2 $224k 3.1k 72.57
Broadridge Finl Solutions Stock (BR) 0.2 $224k 1.7k 134.13
Blackstone Stock (BX) 0.2 $223k 3.0k 74.19
Meta Platforms Inc Cl A Stock (META) 0.2 $221k 1.8k 120.34
Nisource Stock (NI) 0.2 $221k 8.1k 27.42
Lpl Finl Hldgs Stock (LPLA) 0.2 $220k 1.0k 216.17
Barings Bdc Cef (BBDC) 0.2 $216k 27k 8.15
Chevron Corp Stock (CVX) 0.2 $215k 1.2k 179.50
Elevance Health Stock (ELV) 0.2 $214k 417.00 512.97
Lamb Weston Hldgs Stock (LW) 0.2 $213k 2.4k 89.36
Jpmorgan Chase & Co Stock (JPM) 0.2 $212k 1.6k 134.10
Nvidia Corporation Stock (NVDA) 0.2 $211k 1.4k 146.14
Schwab U.s. Broad Market Etf Etf (SCHB) 0.2 $210k 4.7k 44.81
Verizon Communications Stock (VZ) 0.2 $209k 5.3k 39.40
Costco Whsl Corp Stock (COST) 0.2 $209k 457.00 456.50
Invitation Homes Reit (INVH) 0.2 $208k 7.0k 29.64
Ishares Semiconductor Etf Etf (SOXX) 0.1 $204k 586.00 347.98
Dexcom Stock (DXCM) 0.1 $202k 1.8k 113.24
Pimco Active Bond Etf Etf (BOND) 0.1 $200k 2.2k 90.48
Ipath Series B S&p 500 Vix Short-term Futures Etn Etf 0.1 $177k 13k 14.12
Amc Entmt Hldgs Inc Cl A Stock 0.1 $102k 25k 4.07