$181 Million is the total value of Hutchens & Kramer Investment Management Group, LLC's 147 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 18.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LLY | Sell | ELI LILLY & CO | $39,014,910 | +20.1% | 42,669 | -0.1% | 21.54% | +12.1% |
| DFAC | Buy | DIMENSIONAL ETF TRUSTus core equity 2 | $11,163,764 | +5.2% | 346,701 | +4.0% | 6.16% | -1.8% |
| MSFT | Sell | MICROSOFT CORP | $10,110,040 | +6.2% | 22,136 | -1.2% | 5.58% | -0.9% |
| Buy | DIMENSIONAL ETF TRUST | $6,231,123 | +1.3% | 150,729 | +2.2% | 3.44% | -5.5% | |
| Buy | DIMENSIONAL ETF TRUSTintl core equity | $5,886,855 | +2.1% | 223,920 | +3.6% | 3.25% | -4.8% | |
| VOO | Sell | VANGUARD INDEX FDS | $5,480,996 | +2.8% | 10,934 | -1.5% | 3.03% | -4.1% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $4,518,798 | +3.4% | 70,135 | -0.5% | 2.50% | -3.5% |
| Buy | DIMENSIONAL ETF TRUSTus core equity 1 | $4,135,639 | +15.3% | 69,454 | +13.2% | 2.28% | +7.6% | |
| IVV | Sell | ISHARES TRcore s&p500 etf | $3,417,691 | -28.5% | 6,232 | -31.5% | 1.89% | -33.3% |
| XLG | Sell | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $3,300,463 | +8.3% | 71,547 | -1.0% | 1.82% | +1.1% |
| PG | Buy | PROCTER AND GAMBLE CO | $2,686,507 | +1.4% | 16,510 | +0.0% | 1.48% | -5.4% |
| AMZN | Sell | AMAZON COM INC | $2,634,103 | +8.1% | 13,358 | -0.8% | 1.45% | +0.9% |
| VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $2,592,396 | -3.0% | 52,414 | -2.0% | 1.43% | -9.5% |
| Buy | DIMENSIONAL ETF TRUSTshort duration f | $2,539,243 | +5.3% | 54,026 | +5.2% | 1.40% | -1.8% | |
| AAPL | Sell | APPLE INC | $2,220,758 | +25.6% | 10,246 | -1.4% | 1.23% | +17.2% |
| Buy | PIMCO ETF TRmultisector bd | $2,065,468 | +92.6% | 81,126 | +93.2% | 1.14% | +79.8% | |
| Buy | DIMENSIONAL ETF TRUSTemerging mkts co | $1,967,825 | +10.1% | 73,454 | +5.1% | 1.09% | +2.6% | |
| NVDA | Buy | NVIDIA CORPORATION | $1,823,488 | +34.3% | 14,670 | +876.7% | 1.01% | +25.4% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $1,785,449 | -9.3% | 4,080 | -0.9% | 0.99% | -15.4% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $1,731,295 | +7.7% | 3,592 | -0.6% | 0.96% | +0.5% |
| AVUS | Sell | AMERICAN CENTY ETF TRus eqt etf | $1,708,758 | +0.9% | 18,942 | -0.2% | 0.94% | -5.9% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $1,679,725 | +78.7% | 18,017 | +62.1% | 0.93% | +66.7% |
| IUSB | Buy | ISHARES TRcore total usd | $1,645,485 | +16.7% | 36,705 | +17.5% | 0.91% | +8.9% |
| EFG | Buy | ISHARES TReafe grwth etf | $1,522,052 | +34.2% | 14,906 | +35.9% | 0.84% | +25.2% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $1,492,364 | +6.2% | 18,354 | +6.3% | 0.82% | -0.8% |
| GLD | Sell | SPDR GOLD TR | $1,480,750 | -4.0% | 6,869 | -7.5% | 0.82% | -10.4% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $1,412,013 | +14.2% | 8,285 | +9.8% | 0.78% | +6.6% |
| DYNF | Buy | BLACKROCK ETF TRUSTus eqt factor | $1,188,851 | +17.8% | 25,241 | +11.1% | 0.66% | +9.9% |
| FB | Buy | META PLATFORMS INCcl a | $1,152,940 | +15.2% | 2,284 | +12.2% | 0.64% | +7.6% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $1,081,856 | +1.9% | 5,576 | +1.4% | 0.60% | -4.9% |
| ETN | Buy | EATON CORP PLC | $1,063,932 | +0.1% | 3,406 | +0.0% | 0.59% | -6.7% |
| PULS | New | PGIM ETF TRpgim ultra sh bd | $1,052,573 | – | 21,277 | +100.0% | 0.58% | – |
| JPST | New | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $1,051,532 | – | 20,926 | +100.0% | 0.58% | – |
| MINT | New | PIMCO ETF TRenhan shrt ma ac | $1,046,393 | – | 10,442 | +100.0% | 0.58% | – |
| SCHW | Buy | SCHWAB CHARLES CORP | $1,009,525 | +1.5% | 13,750 | +0.1% | 0.56% | -5.3% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $981,664 | -7.3% | 6,145 | -5.9% | 0.54% | -13.6% |
| APH | Buy | AMPHENOL CORP NEWcl a | $973,571 | +16.3% | 14,419 | +96.5% | 0.54% | +8.7% |
| TJX | Sell | TJX COS INC NEW | $971,888 | -1.8% | 8,789 | -11.5% | 0.54% | -8.4% |
| Buy | COOPER COS INC | $951,672 | +3.5% | 11,016 | +18.9% | 0.52% | -3.5% | |
| DSTL | Buy | ETF SER SOLUTIONSdistillate us | $933,427 | -4.9% | 18,328 | +0.2% | 0.52% | -11.4% |
| Sell | DIMENSIONAL ETF TRUSTus small cap val | $899,059 | -11.9% | 31,557 | -7.8% | 0.50% | -17.9% | |
| V | Sell | VISA INC | $892,384 | -5.7% | 3,390 | -0.4% | 0.49% | -12.0% |
| IQV | Buy | IQVIA HLDGS INC | $887,750 | -14.7% | 4,258 | +1.8% | 0.49% | -20.5% |
| AVDE | Sell | AMERICAN CENTY ETF TRintl eqt etf | $872,224 | -1.8% | 13,969 | -0.2% | 0.48% | -8.4% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $856,896 | -4.1% | 3,636 | -0.2% | 0.47% | -10.6% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $857,510 | +11.5% | 4,648 | -5.4% | 0.47% | +4.0% |
| ZTS | Buy | ZOETIS INCcl a | $799,218 | +13.0% | 4,631 | +9.4% | 0.44% | +5.3% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $776,204 | +6.9% | 4,287 | +9.6% | 0.43% | -0.2% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $776,673 | +7.1% | 17,708 | +2.4% | 0.43% | 0.0% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $771,177 | +1.2% | 3,009 | +5.1% | 0.43% | -5.5% |
| CDW | Sell | CDW CORP | $760,151 | -19.0% | 3,468 | -6.5% | 0.42% | -24.3% |
| Sell | DIMENSIONAL ETF TRUSTglobal ex us cor | $734,018 | -15.3% | 14,016 | -14.5% | 0.40% | -21.1% | |
| Sell | DIMENSIONAL ETF TRUSTus high profitab | $705,168 | +1.3% | 22,071 | -0.3% | 0.39% | -5.6% | |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $696,735 | -5.3% | 3,221 | -0.8% | 0.38% | -11.5% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $649,128 | -4.4% | 2,702 | -1.2% | 0.36% | -10.9% |
| IXUS | Buy | ISHARES TRcore msci total | $611,216 | +0.0% | 9,043 | +0.2% | 0.34% | -6.9% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $607,907 | +1.4% | 1,115 | -3.0% | 0.34% | -5.4% |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $568,737 | -5.2% | 3,392 | -1.8% | 0.31% | -11.5% |
| IYW | Buy | ISHARES TRu.s. tech etf | $541,647 | +29.0% | 3,563 | +15.0% | 0.30% | +20.6% |
| LGLV | SPDR SER TRssga us lrg etf | $537,528 | -1.9% | 3,545 | 0.0% | 0.30% | -8.3% | |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $534,148 | +32.6% | 2,919 | +12.7% | 0.30% | +23.9% |
| IT | Buy | GARTNER INC | $526,053 | -4.5% | 1,192 | +3.3% | 0.29% | -11.0% |
| BOND | Buy | PIMCO ETF TRactive bd etf | $505,856 | +6.7% | 5,620 | +7.7% | 0.28% | -0.4% |
| HYLB | Sell | DBX ETF TRxtrack usd high | $443,536 | -14.4% | 12,579 | -14.1% | 0.24% | -20.2% |
| ECL | New | ECOLAB INC | $436,382 | – | 1,853 | +100.0% | 0.24% | – |
| IEMG | New | ISHARES INCcore msci emkt | $434,806 | – | 8,106 | +100.0% | 0.24% | – |
| APTV | Sell | APTIV PLC | $418,647 | -13.4% | 6,117 | -0.3% | 0.23% | -19.2% |
| NFLX | Buy | NETFLIX INC | $414,270 | +21.5% | 615 | +10.8% | 0.23% | +13.4% |
| SPHY | Buy | SPDR SER TRportfli high yld | $412,186 | +53.8% | 17,890 | +55.1% | 0.23% | +43.4% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $412,881 | +7.3% | 4,062 | -2.0% | 0.23% | 0.0% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $404,988 | +4.2% | 10,731 | +0.2% | 0.22% | -2.6% |
| MBB | Buy | ISHARES TRmbs etf | $403,737 | +15.9% | 4,444 | +16.9% | 0.22% | +8.3% |
| EFV | Sell | ISHARES TReafe value etf | $398,705 | -36.3% | 7,479 | -35.4% | 0.22% | -40.5% |
| ROP | New | ROPER TECHNOLOGIES INC | $395,529 | – | 703 | +100.0% | 0.22% | – |
| Sell | DIMENSIONAL ETF TRUSTglobal cr etf | $388,703 | -8.3% | 7,418 | -7.8% | 0.22% | -14.3% | |
| COST | Sell | COSTCO WHSL CORP NEW | $383,338 | +13.8% | 453 | -3.0% | 0.21% | +6.5% |
| WELL | Buy | WELLTOWER INC | $379,704 | +14.6% | 3,651 | +1.4% | 0.21% | +7.1% |
| PLD | Buy | PROLOGIS INC. | $379,622 | +11.4% | 3,391 | +27.3% | 0.21% | +4.0% |
| EMXC | Buy | ISHARES INCmsci emrg chn | $375,451 | +20.1% | 6,341 | +16.5% | 0.21% | +11.9% |
| DFUS | Buy | DIMENSIONAL ETF TRUSTus equity etf | $374,577 | +5.1% | 6,352 | +1.4% | 0.21% | -1.9% |
| ADBE | Sell | ADOBE INC | $372,967 | -3.5% | 666 | -13.5% | 0.21% | -10.0% |
| BKLN | Buy | INVESCO EXCH TRADED FD TR IIsr ln etf | $366,868 | +67.9% | 17,445 | +68.8% | 0.20% | +57.4% |
| BX | BLACKSTONE INC | $366,690 | -6.7% | 3,000 | 0.0% | 0.20% | -13.3% | |
| FICO | Sell | FAIR ISAAC CORP | $354,673 | -1.5% | 237 | -17.4% | 0.20% | -8.0% |
| JPM | Buy | JPMORGAN CHASE & CO. | $347,827 | +3.5% | 1,693 | +0.2% | 0.19% | -3.5% |
| SPG | Sell | SIMON PPTY GROUP INC NEW | $348,496 | -10.8% | 2,378 | -6.6% | 0.19% | -16.9% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $345,066 | +8.6% | 791 | -1.7% | 0.19% | +1.6% |
| XT | ISHARES TRexponential tech | $343,923 | -1.6% | 5,856 | 0.0% | 0.19% | -8.2% | |
| VRSK | Sell | VERISK ANALYTICS INC | $335,138 | +15.0% | 1,250 | -0.2% | 0.18% | +7.6% |
| CAT | Sell | CATERPILLAR INC | $332,700 | -13.3% | 1,011 | -4.2% | 0.18% | -18.9% |
| Buy | DIMENSIONAL ETF TRUSTglobal real est | $331,462 | +5.7% | 13,360 | +7.2% | 0.18% | -1.6% | |
| SPLG | New | SPDR SER TRportfolio s&p500 | $332,245 | – | 5,180 | +100.0% | 0.18% | – |
| Buy | DIMENSIONAL ETF TRUSTglobal core plus | $330,306 | +52.8% | 6,276 | +53.7% | 0.18% | +42.2% | |
| UNH | Sell | UNITEDHEALTH GROUP INC | $323,501 | -39.1% | 654 | -39.7% | 0.18% | -43.0% |
| DLR | Buy | DIGITAL RLTY TR INC | $315,974 | +10.1% | 2,077 | +2.7% | 0.17% | +2.4% |
| TDY | Buy | TELEDYNE TECHNOLOGIES INC | $315,901 | +30.9% | 825 | +45.2% | 0.17% | +21.7% |
| LRCX | Sell | LAM RESEARCH CORP | $316,068 | -3.9% | 298 | -11.0% | 0.17% | -10.8% |
| New | LABCORP HOLDINGS INC | $314,242 | – | 1,547 | +100.0% | 0.17% | – | |
| ABBV | Sell | ABBVIE INC | $310,585 | -5.9% | 1,823 | -0.1% | 0.17% | -12.3% |
| FNDX | SCHWAB STRATEGIC TRfundamental us l | $304,098 | -0.5% | 4,551 | 0.0% | 0.17% | -7.2% | |
| ESGU | Sell | ISHARES TResg awr msci usa | $301,530 | -1.5% | 2,522 | -5.5% | 0.17% | -8.3% |
| KLAC | Sell | KLA CORP | $300,488 | +16.1% | 363 | -0.3% | 0.17% | +8.5% |
| AVEM | Buy | AMERICAN CENTY ETF TRavantis emgmkt | $296,786 | +5.5% | 4,855 | +0.4% | 0.16% | -1.8% |
| PFF | Buy | ISHARES TRpfd and incm sec | $294,226 | -2.2% | 9,408 | +0.5% | 0.16% | -9.0% |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $293,088 | -0.1% | 5,076 | -0.0% | 0.16% | -6.9% |
| AME | Buy | AMETEK INC | $281,303 | -7.7% | 1,699 | +0.6% | 0.16% | -13.9% |
| HD | Buy | HOME DEPOT INC | $273,322 | +24.8% | 813 | +36.6% | 0.15% | +16.2% |
| QCOM | Sell | QUALCOMM INC | $273,641 | +15.3% | 1,368 | -1.0% | 0.15% | +7.9% |
| Sell | DIMENSIONAL ETF TRUSTus real estate e | $273,401 | -2.4% | 12,478 | -2.1% | 0.15% | -9.0% | |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $271,084 | +2.6% | 7,721 | +4.3% | 0.15% | -3.8% |
| EQIX | Buy | EQUINIX INC | $270,446 | +0.9% | 356 | +6.3% | 0.15% | -6.3% |
| GWW | Buy | GRAINGER W W INC | $268,857 | -10.3% | 300 | +1.0% | 0.15% | -16.4% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $268,022 | +21.9% | 2,981 | +25.5% | 0.15% | +13.8% |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $268,458 | -3.4% | 3,468 | 0.0% | 0.15% | -9.8% | |
| Sell | DIMENSIONAL ETF TRUSTintl small cap v | $268,298 | -8.0% | 9,948 | -7.6% | 0.15% | -14.5% | |
| WRB | Buy | BERKLEY W R CORP | $264,875 | -4.4% | 3,352 | +5.9% | 0.15% | -11.0% |
| WAB | Buy | WABTEC | $263,502 | +9.1% | 1,694 | +1.6% | 0.14% | +1.4% |
| Sell | DIMENSIONAL ETF TRUSTintl high profit | $261,516 | -9.1% | 9,936 | -7.1% | 0.14% | -15.3% | |
| ILMN | Sell | ILLUMINA INC | $259,424 | -22.1% | 2,459 | -2.0% | 0.14% | -27.4% |
| LPLA | New | LPL FINL HLDGS INC | $248,248 | – | 880 | +100.0% | 0.14% | – |
| ROST | Sell | ROSS STORES INC | $246,037 | -6.6% | 1,694 | -6.7% | 0.14% | -12.8% |
| AVUV | Sell | AMERICAN CENTY ETF TRus sml cp valu | $243,008 | -5.6% | 2,724 | -1.6% | 0.13% | -11.8% |
| VLO | Sell | VALERO ENERGY CORP | $241,077 | -9.3% | 1,526 | -0.8% | 0.13% | -15.3% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $241,326 | +18.7% | 6,278 | +20.0% | 0.13% | +10.8% |
| BR | Buy | BROADRIDGE FINL SOLUTIONS IN | $239,017 | -1.4% | 1,216 | +1.9% | 0.13% | -7.7% |
| KMB | Buy | KIMBERLY-CLARK CORP | $238,980 | +15.0% | 1,734 | +7.4% | 0.13% | +7.3% |
| HEFA | Sell | ISHARES TRhdg msci eafe | $236,461 | -21.9% | 6,631 | -23.7% | 0.13% | -26.8% |
| CCI | New | CROWN CASTLE INC | $236,879 | – | 2,468 | +100.0% | 0.13% | – |
| JBHT | Buy | HUNT J B TRANS SVCS INC | $238,020 | -15.7% | 1,500 | +4.4% | 0.13% | -21.6% |
| NVO | Sell | NOVO-NORDISK A Sadr | $233,254 | -1.0% | 1,604 | -13.2% | 0.13% | -7.2% |
| IRM | Sell | IRON MTN INC DEL | $231,580 | +12.2% | 2,582 | -0.5% | 0.13% | +4.9% |
| NI | NISOURCE INC | $231,379 | +4.4% | 8,062 | 0.0% | 0.13% | -2.3% | |
| CRM | Buy | SALESFORCE INC | $227,771 | -12.0% | 889 | +3.9% | 0.13% | -17.6% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $227,717 | -3.6% | 562 | 0.0% | 0.13% | -10.0% | |
| SJNK | Sell | SPDR SER TRbloomberg sht te | $223,845 | -16.2% | 9,026 | -15.5% | 0.12% | -21.5% |
| AMAT | Sell | APPLIED MATLS INC | $218,892 | -21.8% | 922 | -31.3% | 0.12% | -27.1% |
| COP | Sell | CONOCOPHILLIPS | $216,721 | -12.2% | 1,895 | -1.3% | 0.12% | -17.8% |
| MNST | Buy | MONSTER BEVERAGE CORP NEW | $214,620 | -12.5% | 4,301 | +1.2% | 0.12% | -18.6% |
| WST | Buy | WEST PHARMACEUTICAL SVSC INC | $213,878 | +3.3% | 659 | +26.0% | 0.12% | -4.1% |
| ANTM | Sell | ELEVANCE HEALTH INC | $210,078 | -9.3% | 393 | -12.5% | 0.12% | -15.3% |
| BSX | New | BOSTON SCIENTIFIC CORP | $208,217 | – | 2,725 | +100.0% | 0.12% | – |
| CDNS | Sell | CADENCE DESIGN SYSTEM INC | $207,695 | -19.8% | 668 | -19.5% | 0.12% | -24.8% |
| SPTI | Sell | SPDR SER TRportfli intrmdit | $208,528 | -1.3% | 7,501 | -0.9% | 0.12% | -8.0% |
| SHYG | Sell | ISHARES TR0-5yr hi yl cp | $207,611 | -7.2% | 4,949 | -6.7% | 0.12% | -12.9% |
| ACN | New | ACCENTURE PLC IRELAND | $204,826 | – | 677 | +100.0% | 0.11% | – |
| LII | New | LENNOX INTL INC | $202,156 | – | 386 | +100.0% | 0.11% | – |
| BBDC | BARINGS BDC INC | $138,078 | +5.4% | 14,191 | 0.0% | 0.08% | -2.6% | |
| HSY | Exit | HERSHEY CO | $0 | – | -1,077 | -100.0% | -0.13% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -1,973 | -100.0% | -0.13% | – |
| EME | Exit | EMCOR GROUP INC | $0 | – | -661 | -100.0% | -0.14% | – |
| Exit | PROSHARES TRbitcoin strate | $0 | – | -7,693 | -100.0% | -0.14% | – | |
| O | Exit | REALTY INCOME CORP | $0 | – | -4,548 | -100.0% | -0.14% | – |
| POOL | Exit | POOL CORP | $0 | – | -640 | -100.0% | -0.15% | – |
| ANGL | Exit | VANECK ETF TRUSTfallen angel hg | $0 | – | -8,982 | -100.0% | -0.15% | – |
| Exit | DIMENSIONAL ETF TRUSTus large cap val | $0 | – | -9,707 | -100.0% | -0.17% | – | |
| ITOT | Exit | ISHARES TRcore s&p ttl stk | $0 | – | -2,714 | -100.0% | -0.18% | – |
| FTEC | Exit | FIDELITY COVINGTON TRUSTmsci info tech i | $0 | – | -2,118 | -100.0% | -0.20% | – |
| ILCG | Exit | ISHARES TRmorningstar grwt | $0 | – | -4,411 | -100.0% | -0.20% | – |
| LH | Exit | LABORATORY CORP AMER HLDGS | $0 | – | -1,547 | -100.0% | -0.20% | – |
| SRCL | Exit | STERICYCLE INC | $0 | – | -9,122 | -100.0% | -0.28% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -7,364 | -100.0% | -0.40% | – |
| QQQM | Exit | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $0 | – | -6,334 | -100.0% | -0.69% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-07-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| LILLY ELI & CO COM | 11 | Q2 2024 | 21.5% |
| MICROSOFT CORP COM | 11 | Q2 2024 | 6.6% |
| VANGUARD S&P 500 ETF | 11 | Q2 2024 | 8.6% |
| SCHWAB U.S. LARGE-CAP ETF | 11 | Q2 2024 | 3.9% |
| ISHARES TR | 11 | Q2 2024 | 11.7% |
| INVESCO S&P 500 TOP 50 ETF | 11 | Q2 2024 | 3.3% |
| PROCTER AND GAMBLE CO COM | 11 | Q2 2024 | 2.9% |
| MASTERCARD INCORPORATED CL A | 11 | Q2 2024 | 2.9% |
| AMAZON COM INC COM | 11 | Q2 2024 | 2.8% |
| ISHARES TR | 11 | Q2 2024 | 2.8% |
View Hutchens & Kramer Investment Management Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-10-15 |
| N-PX | 2024-08-21 |
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-10 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-11-14 |
View Hutchens & Kramer Investment Management Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.