Hutchens & Kramer Investment Management Group

Hutchens & Kramer Investment Management Group as of March 31, 2022

Portfolio Holdings for Hutchens & Kramer Investment Management Group

Hutchens & Kramer Investment Management Group holds 127 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard S&p 500 Etf Etf (VOO) 7.7 $14M 33k 416.31
Lilly Eli & Co Stock (LLY) 7.0 $13M 43k 292.67
Microsoft Corp Stock (MSFT) 5.2 $9.3M 30k 309.42
Spdr Bloomberg High Yield Bond Etf Etf (JNK) 4.5 $8.1M 80k 102.15
Proshares Ultra S&p 500 Etf (SSO) 3.8 $6.9M 104k 65.92
Schwab U.s. Large-cap Etf Etf (SCHX) 3.3 $5.9M 110k 54.01
Ishares 20 Year Treasury Bond Etf Etf (TLT) 3.0 $5.4M 41k 132.38
Invesco S&p 500 Top 50 Etf Etf (XLG) 2.9 $5.2M 15k 351.83
Amazon Stock (AMZN) 2.4 $4.4M 1.3k 3271.31
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG) 2.3 $4.1M 94k 43.80
Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK) 2.3 $4.1M 157k 26.15
Vanguard Value Index Fund Etf (VTV) 2.2 $3.9M 26k 148.35
Procter And Gamble Stock (PG) 2.0 $3.5M 23k 155.07
Mastercard Incorporated Cl A Stock (MA) 2.0 $3.5M 9.7k 363.94
Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 2.0 $3.5M 42k 83.13
Apple Stock (AAPL) 1.8 $3.2M 19k 174.29
Schwab Charles Corp Stock (SCHW) 1.5 $2.8M 33k 83.54
Abbott Labs Stock (ABT) 1.5 $2.8M 23k 118.57
American Tower Corp Reit (AMT) 1.4 $2.5M 9.7k 256.93
Nike Inc Cl B Stock (NKE) 1.4 $2.5M 19k 133.55
Zoetis Inc Cl A Stock (ZTS) 1.3 $2.3M 12k 191.08
Iqvia Hldgs Stock (IQV) 1.3 $2.3M 9.7k 240.31
Spdr Gold Shares Etf (GLD) 1.2 $2.2M 13k 179.47
Cdw Corp Stock (CDW) 1.2 $2.2M 12k 177.78
Automatic Data Processing Stock (ADP) 1.2 $2.2M 9.4k 233.45
Meta Platforms Inc Cl A Stock (META) 1.1 $2.0M 8.7k 224.82
Schwab U.s. Broad Market Etf Etf (SCHB) 1.0 $1.7M 32k 53.55
Aptiv Stock 0.9 $1.7M 14k 119.07
Amphenol Corp New Cl A Stock (APH) 0.9 $1.6M 21k 75.57
Ishares Semiconductor Fund Etf (SOXX) 0.8 $1.5M 3.3k 464.07
Tjx Cos Stock (TJX) 0.8 $1.5M 25k 60.90
Ipath Pure Beta Broad Commodity Etn Etf 0.8 $1.5M 31k 47.81
Ishares Msci Eafe Etf Etf (EFA) 0.8 $1.5M 20k 74.29
Cooper Cos Stock 0.8 $1.5M 3.4k 428.32
American Wtr Wks Stock (AWK) 0.8 $1.4M 8.5k 168.82
Invesco Qqq Trust Etf (QQQ) 0.8 $1.4M 3.9k 361.94
Stericycle Stock (SRCL) 0.8 $1.4M 23k 58.95
Abrdn Physical Palladium Shares Etf Etf (PALL) 0.7 $1.3M 6.3k 211.87
Vanguard Mid-cap Index Fund Etf (VO) 0.7 $1.3M 5.4k 239.13
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.6 $1.1M 11k 101.54
Vanguard Small-cap Index Fund Etf (VB) 0.6 $1.1M 5.3k 214.33
Ishares Core S&p 500 Etf Etf (IVV) 0.6 $1.1M 2.5k 454.77
Vanguard Utilities Index Fund Etf (VPU) 0.6 $1.1M 6.8k 164.16
Constellation Brands Inc Cl A Stock (STZ) 0.6 $1.1M 4.6k 233.81
Invesco Db Oil Fund Etf (DBO) 0.6 $1.1M 61k 17.62
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.5 $951k 338.00 2813.61
Amc Entmt Hldgs Inc Cl A Stock 0.5 $912k 39k 23.29
International Flavors&fragranc Stock (IFF) 0.5 $906k 6.7k 134.36
Essential Utils Stock (WTRG) 0.5 $900k 17k 52.61
Ishares Msci Eafe Growth Etf Etf (EFG) 0.5 $868k 9.0k 96.91
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) 0.5 $863k 7.1k 121.11
Spdr S&p 500 Etf Etf (SPY) 0.5 $859k 1.9k 452.82
Visa Inc Com Cl A Stock (V) 0.5 $856k 3.8k 226.46
Spdr Portfolio Emerging Markets Etf Etf (SPEM) 0.5 $845k 22k 39.36
Laboratory Corp Amer Hldgs Stock 0.5 $814k 3.1k 263.09
Ishares Core Msci Total International Stock Etf Etf (IXUS) 0.4 $806k 12k 67.23
Spdr Ssga Us Large Cap Low Volatility Index Etf Etf (LGLV) 0.4 $800k 5.5k 144.51
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD) 0.4 $668k 14k 49.21
Simon Ppty Group Reit (SPG) 0.3 $621k 4.7k 133.00
Schwab International Equity Etf Etf (SCHF) 0.3 $608k 16k 37.02
Ishares Exponential Technologies Etf Etf (XT) 0.3 $604k 10k 59.24
Nvidia Corporation Stock (NVDA) 0.3 $526k 2.0k 266.87
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.3 $510k 6.8k 75.02
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.3 $507k 181.00 2801.11
Unitedhealth Group Stock (UNH) 0.3 $481k 939.00 512.25
Public Storage Reit (PSA) 0.3 $465k 1.2k 396.42
Adobe Systems Incorporated Stock (ADBE) 0.3 $452k 986.00 458.42
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.3 $451k 3.3k 134.75
Sjw Group Stock (HTO) 0.2 $441k 6.2k 71.59
California Wtr Svc Group Stock (CWT) 0.2 $417k 6.8k 61.74
Amer States Wtr Stock (AWR) 0.2 $416k 4.5k 92.77
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.2 $415k 12k 34.58
Ishares Preferred And Income Securities Etf Etf (PFF) 0.2 $397k 11k 36.20
Dexcom Stock (DXCM) 0.2 $388k 730.00 531.51
Blackstone Stock (BX) 0.2 $384k 3.0k 128.00
Proshares Ultra Qqq Etf (QLD) 0.2 $379k 5.3k 71.92
Barings Bdc Cef (BBDC) 0.2 $373k 36k 10.48
Intuitive Surgical Stock (ISRG) 0.2 $371k 1.2k 305.35
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.2 $366k 7.4k 49.49
Proshares Ultra Oil & Gas Etf (DIG) 0.2 $350k 2.4k 143.91
Ishares U.s. Healthcare Providers Etf Etf (IHF) 0.2 $344k 1.2k 286.19
Ishares Short Treasury Bond Etf Etf (SHV) 0.2 $333k 3.0k 110.26
Disney Walt Stock (DIS) 0.2 $332k 2.4k 137.13
Johnson & Johnson Stock (JNJ) 0.2 $323k 1.8k 178.35
Lpl Finl Hldgs Stock (LPLA) 0.2 $320k 1.7k 183.17
Ishares Msci Eafe Value Etf Etf (EFV) 0.2 $320k 6.3k 50.75
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.2 $310k 6.4k 48.44
Berkley W R Corp Stock (WRB) 0.2 $304k 4.5k 67.29
Invitation Homes Reit (INVH) 0.2 $300k 7.3k 41.08
Salesforce Stock (CRM) 0.2 $296k 1.4k 212.34
Welltower Reit (WELL) 0.2 $296k 3.0k 97.98
Clorox Co Del Stock (CLX) 0.2 $286k 2.0k 143.00
Ametek Stock (AME) 0.2 $283k 2.1k 134.44
Qualcomm Stock (QCOM) 0.2 $277k 1.9k 147.11
Broadridge Finl Solutions Stock (BR) 0.2 $275k 1.8k 156.34
Duke Realty Corp Reit 0.2 $274k 4.6k 59.24
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.1 $268k 3.4k 78.13
Costco Whsl Corp Stock (COST) 0.1 $261k 453.00 576.16
Nisource Stock (NI) 0.1 $259k 8.1k 32.13
Aspen Technology Stock 0.1 $257k 1.5k 167.21
Verizon Communications Stock (VZ) 0.1 $255k 4.9k 52.18
Global X Thematic Growth Etf Etf (GXDW) 0.1 $252k 6.7k 37.75
Mcdonalds Corp Stock (MCD) 0.1 $249k 1.0k 249.00
Invesco S&p 500 Pure Value Etf Etf (RPV) 0.1 $249k 2.9k 85.92
Tesla Stock (TSLA) 0.1 $242k 223.00 1085.20
Workday Inc Cl A Stock (WDAY) 0.1 $239k 1.0k 237.57
Edwards Lifesciences Corp Stock (EW) 0.1 $238k 1.9k 123.19
Walmart Stock (WMT) 0.1 $233k 1.5k 151.10
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.1 $233k 661.00 352.50
Healthpeak Properties Reit (DOC) 0.1 $229k 6.5k 34.97
Globus Med Inc Cl A Stock (GMED) 0.1 $228k 3.0k 76.08
S&p Global Stock (SPGI) 0.1 $225k 552.00 407.61
Ares Management Corporation Cl A Com Stk Stock (ARES) 0.1 $220k 2.7k 82.96
Walgreens Boots Alliance Stock 0.1 $216k 4.9k 43.80
West Pharmaceutical Svsc Stock (WST) 0.1 $214k 512.00 417.97
Ishares S&p Small-cap Fund Etf (IJR) 0.1 $213k 2.0k 108.90
Azenta Stock (AZTA) 0.1 $213k 2.5k 84.93
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.1 $213k 8.6k 24.81
Prologis Reit (PLD) 0.1 $212k 1.3k 165.88
Udr Reit (UDR) 0.1 $210k 3.6k 58.99
Servicenow Stock (NOW) 0.1 $210k 382.00 549.74
Coca Cola Stock (KO) 0.1 $206k 3.3k 62.86
Realty Income Corp Reit (O) 0.1 $204k 2.9k 71.03
Old Dominion Freight Line Stock (ODFL) 0.1 $202k 726.00 278.24
Proshares Ultrashort Bloomberg Crude Oil Etf 0.1 $177k 31k 5.65
Meta Materials Stock 0.0 $75k 48k 1.57
Prospect Cap Corp 4.95 07/15/2022 Convertible 0.0 $70k 68k 1.03