Hutchens & Kramer Investment Management Group, LLC holdings history

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199 is the total number of securities Hutchens & Kramer Investment Management Group, LLC has owned. The longest Hutchens & Kramer Investment Management Group, LLC has owned a single stock is 8 quarters.

Hutchens & Kramer Investment Management Group, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
LLY LILLY ELI & CO COM887.05%12.08%18.92%Q4 2021Q3 20238
MSFT MICROSOFT CORP COM885.16%5.92%6.59%Q4 2021Q3 20238
VOO VANGUARD S&P 500 ETF882.28%5.20%8.64%Q4 2021Q3 20238
SCHX SCHWAB U.S. LARGE-CAP ETF883.26%3.61%3.90%Q4 2021Q3 20238
SHY ISHARES TR881.03%3.11%11.69%Q4 2021Q3 20238
PG PROCTER AND GAMBLE CO COM881.96%2.49%2.93%Q4 2021Q3 20238
XLG INVESCO S&P 500 TOP 50...882.05%2.48%3.27%Q4 2021Q3 20238
MA MASTERCARD INCORPORATE...881.58%2.15%2.86%Q4 2021Q3 20238
AMZN AMAZON COM INC COM881.34%1.98%2.77%Q4 2021Q3 20238
GLD SPDR GOLD TR881.25%1.58%1.95%Q4 2021Q3 20238
SCHW SCHWAB CHARLES CORP COM880.70%1.54%2.42%Q4 2021Q3 20238
VTV VANGUARD VALUE INDEX FUND880.80%1.50%2.62%Q4 2021Q3 20238
ABT ABBOTT LABS COM880.74%1.49%2.26%Q4 2021Q3 20238
CDW CDW CORP COM880.92%1.39%1.99%Q4 2021Q3 20238
AAPL APPLE INC COM880.51%1.35%1.80%Q4 2021Q3 20238
AMT AMERICAN TOWER CORP NE...880.77%1.33%1.84%Q4 2021Q3 20238
IQV IQVIA HLDGS INC COM880.76%1.31%1.82%Q4 2021Q3 20238
ZTS ZOETIS INC CL A880.68%1.27%1.78%Q4 2021Q3 20238
ADP AUTOMATIC DATA PROCESS...880.74%1.22%1.72%Q4 2021Q3 20238
NKE NIKE INC CL B880.58%1.21%1.60%Q4 2021Q3 20238
IVV ISHARES TR880.61%1.12%2.06%Q4 2021Q3 20238
VEA VANGUARD TAX-MANAGED FDS880.17%1.08%1.96%Q4 2021Q3 20238
TJX TJX COS INC NEW COM880.76%1.02%1.50%Q4 2021Q3 20238
APH AMPHENOL CORP NEW CL A880.62%0.97%1.33%Q4 2021Q3 20238
COO COOPER COS INC COM NEW880.61%0.93%1.21%Q4 2021Q3 20238
QQQ INVESCO QQQ TRUST880.78%0.93%1.14%Q4 2021Q3 20238
APTV APTIV PLC SHS880.53%0.91%1.18%Q4 2021Q3 20238
STZ CONSTELLATION BRANDS I...880.59%0.75%1.10%Q4 2021Q3 20238
FB META PLATFORMS INC CL A880.16%0.72%1.30%Q4 2021Q3 20238
VO VANGUARD MID-CAP INDEX...880.59%0.69%0.81%Q4 2021Q3 20238
SRCL STERICYCLE INC COM880.37%0.68%0.94%Q4 2021Q3 20238
VB VANGUARD SMALL-CAP IND...880.54%0.63%0.72%Q4 2021Q3 20238
EFG ISHARES TR880.48%0.57%0.73%Q4 2021Q3 20238
V VISA INC COM CL A880.48%0.53%0.60%Q4 2021Q3 20238
ESGU ISHARES TR880.29%0.52%0.72%Q4 2021Q3 20238
SPEM SPDR PORTFOLIO EMERGIN...880.42%0.48%0.53%Q4 2021Q3 20238
LGLV SPDR SSGA US LARGE CAP...880.38%0.48%0.56%Q4 2021Q3 20238
GOOG ALPHABET INC CAP STK CL C880.36%0.46%0.54%Q4 2021Q3 20238
IXUS ISHARES TR880.38%0.45%0.50%Q4 2021Q3 20238
SPY SPDR S&P 500 ETF TRUST880.41%0.45%0.49%Q4 2021Q3 20238
QUAL ISHARES TR880.25%0.45%0.77%Q4 2021Q3 20238
LH LABORATORY CORP AMER H...880.24%0.43%0.55%Q4 2021Q3 20238
UNH UNITEDHEALTH GROUP INC...880.27%0.35%0.49%Q4 2021Q3 20238
SPG SIMON PPTY GROUP INC N...880.22%0.35%0.46%Q4 2021Q3 20238
XT ISHARES TR880.23%0.31%0.38%Q4 2021Q3 20238
IUSB ISHARES TR880.20%0.28%0.37%Q4 2021Q3 20238
ADBE ADOBE SYSTEMS INCORPOR...880.22%0.27%0.36%Q4 2021Q3 20238
PLD PROLOGIS INC. COM880.12%0.26%0.38%Q4 2021Q3 20238
GOOGL ALPHABET INC CAP STK CL A880.16%0.25%0.35%Q4 2021Q3 20238
PFF ISHARES TR880.22%0.25%0.28%Q4 2021Q3 20238
SCHG SCHWAB U.S. LARGE-CAP ...880.19%0.25%0.29%Q4 2021Q3 20238
SPDW SPDR PORTFOLIO DEVELOP...880.22%0.24%0.27%Q4 2021Q3 20238
NVDA NVIDIA CORPORATION COM880.16%0.24%0.32%Q4 2021Q3 20238
JNJ JOHNSON & JOHNSON COM880.18%0.23%0.28%Q4 2021Q3 20238
CLX CLOROX CO DEL COM880.16%0.21%0.27%Q4 2021Q3 20238
WELL WELLTOWER INC COM880.16%0.20%0.25%Q4 2021Q3 20238
MCD MCDONALDS CORP COM880.14%0.20%0.25%Q4 2021Q3 20238
LPLA LPL FINL HLDGS INC COM880.16%0.20%0.27%Q4 2021Q3 20238
BR BROADRIDGE FINL SOLUTI...880.15%0.19%0.22%Q4 2021Q3 20238
BBDC BARINGS BDC INC COM880.13%0.18%0.26%Q4 2021Q3 20238
COST COSTCO WHSL CORP NEW COM880.14%0.17%0.21%Q4 2021Q3 20238
SLQD ISHARES TR770.19%0.32%0.42%Q4 2021Q2 20237
AMC AMC ENTMT HLDGS INC CL...770.08%0.24%0.51%Q4 2021Q2 20237
BX BLACKSTONE INC COM770.16%0.21%0.26%Q1 2022Q3 20237
WMT WALMART INC COM520.13%0.21%0.29%Q4 2021Q3 20237
USMV ISHARES TR520.15%0.18%0.20%Q4 2021Q3 20237
INVH INVITATION HOMES INC COM770.15%0.17%0.19%Q4 2021Q2 20237
NI NISOURCE INC COM770.14%0.17%0.20%Q4 2021Q2 20237
ETN EATON CORP PLC SHS660.51%0.64%0.82%Q2 2022Q3 20236
SHV ISHARES TR660.18%0.43%1.25%Q4 2021Q1 20236
PSA PUBLIC STORAGE COM660.20%0.24%0.27%Q4 2021Q1 20236
EFV ISHARES TR310.18%0.22%0.35%Q4 2021Q3 20236
ISRG INTUITIVE SURGICAL INC...510.17%0.20%0.24%Q4 2021Q2 20236
AME AMETEK INC COM420.16%0.20%0.24%Q4 2021Q3 20236
WRB BERKLEY W R CORP COM510.16%0.19%0.24%Q4 2021Q3 20236
O REALTY INCOME CORP COM420.11%0.18%0.23%Q1 2022Q3 20236
QCOM QUALCOMM INC COM330.15%0.17%0.20%Q4 2021Q3 20236
KO COCA COLA CO COM420.11%0.17%0.22%Q1 2022Q3 20236
VZ VERIZON COMMUNICATIONS...330.14%0.17%0.20%Q4 2021Q2 20236
SSO PROSHARES ULTRA S&P 500550.46%2.50%4.24%Q4 2021Q4 20225
TLT ISHARES 20 YEAR TREASU...550.39%1.90%3.28%Q4 2021Q4 20225
VPU VANGUARD UTILITIES IND...550.23%0.74%1.69%Q4 2021Q4 20225
VWO VANGUARD INTL EQUITY I...550.39%0.52%0.72%Q3 2022Q3 20235
VXF VANGUARD INDEX FDS550.31%0.41%0.57%Q3 2022Q3 20235
BRKB BERKSHIRE HATHAWAY INC...410.13%0.21%0.26%Q1 2022Q3 20235
DXCM DEXCOM INC COM550.15%0.19%0.22%Q4 2021Q4 20225
WST WEST PHARMACEUTICAL SV...320.12%0.18%0.23%Q4 2021Q3 20235
MMAT META MATERIALS INC COM320.01%0.03%0.07%Q4 2021Q3 20235
DFAC DIMENSIONAL US CORE EQ...441.21%3.35%5.35%Q4 2022Q3 20234
DIMENSIONAL ETF TRUST440.79%3.31%4.68%Q4 2022Q3 20234
DIMENSIONAL INTERNATIO...440.31%2.24%3.17%Q4 2022Q3 20234
SJNK SPDR SER TR210.42%1.68%3.16%Q1 2022Q3 20234
DSTL ETF SER SOLUTIONS440.80%0.94%1.21%Q4 2022Q3 20234
DIMENSIONAL US SMALL C...440.27%0.68%0.88%Q4 2022Q3 20234
AWK AMERICAN WTR WKS CO IN...440.20%0.65%0.84%Q4 2021Q3 20224
SOXX ISHARES SEMICONDUCTOR ...310.15%0.56%0.98%Q4 2021Q4 20224
MSTB LHA MARKET STATE TACTI...440.20%0.50%0.70%Q2 2022Q1 20234
ILMN ILLUMINA INC COM440.33%0.49%0.63%Q4 2022Q3 20234
DIMENSIONAL US HIGH PR...440.27%0.42%0.52%Q4 2022Q3 20234
DLR DIGITAL RLTY TR INC COM440.20%0.24%0.27%Q4 2022Q3 20234
ANTM ELEVANCE HEALTH INC COM440.16%0.22%0.27%Q4 2022Q3 20234
JPM JPMORGAN CHASE & CO COM440.16%0.22%0.25%Q4 2022Q3 20234
CRM SALESFORCE INC COM440.16%0.18%0.19%Q4 2021Q3 20224
DIS DISNEY WALT CO COM440.16%0.17%0.18%Q4 2021Q3 20224
GOVT ISHARES U.S. TREASURY ...440.12%0.16%0.24%Q4 2021Q3 20224
SHYG ISHARES TR110.85%2.12%3.21%Q1 2022Q2 20233
DIMENSIONAL ETF TRUST331.39%1.50%1.60%Q1 2023Q3 20233
QQQM INVESCO EXCH TRADED FD...330.98%1.05%1.12%Q1 2023Q3 20233
DBO INVESCO DB OIL FUND330.60%0.78%1.08%Q4 2021Q2 20223
SCHB SCHWAB U.S. BROAD MARK...210.15%0.73%1.08%Q4 2021Q4 20223
BIL SPDR SER TR210.19%0.70%1.70%Q3 2022Q3 20233
DIMENSIONAL ETF TRUST330.34%0.64%0.83%Q1 2023Q3 20233
WTRG ESSENTIAL UTILS INC COM330.48%0.50%0.52%Q4 2021Q2 20223
LQD ISHARES IBOXX $ INVEST...330.34%0.45%0.54%Q4 2021Q2 20223
DIMENSIONAL ETF TRUST330.29%0.35%0.44%Q1 2023Q3 20233
DIMENSIONAL ETF TRUST330.25%0.29%0.33%Q1 2023Q3 20233
SJW SJW GROUP COM330.24%0.26%0.27%Q4 2021Q2 20223
CWT CALIFORNIA WTR SVC GRO...330.23%0.25%0.28%Q4 2021Q2 20223
AWR AMER STATES WTR CO COM330.23%0.25%0.27%Q4 2021Q2 20223
ILCG ISHARES TR330.23%0.24%0.27%Q1 2023Q3 20233
DIMENSIONAL ETF TRUST330.21%0.23%0.25%Q1 2023Q3 20233
DIMENSIONAL ETF TRUST330.21%0.23%0.24%Q1 2023Q3 20233
HD HOME DEPOT INC COM330.20%0.22%0.24%Q3 2022Q1 20233
LRCX LAM RESEARCH CORP330.21%0.21%0.21%Q1 2023Q3 20233
CDNS CADENCE DESIGN SYSTEM INC330.20%0.21%0.23%Q1 2023Q3 20233
NTAP NETAPP INC330.18%0.19%0.20%Q1 2023Q3 20233
ROST ROSS STORES INC330.18%0.19%0.19%Q1 2023Q3 20233
BKNG BOOKING HOLDINGS INC330.18%0.18%0.19%Q1 2023Q3 20233
JBHT HUNT J B TRANS SVCS INC330.18%0.18%0.18%Q1 2023Q3 20233
MPWR MONOLITHIC PWR SYS INC330.16%0.18%0.19%Q1 2023Q3 20233
DRE DUKE REALTY CORP COM NEW330.15%0.17%0.19%Q4 2021Q2 20223
BOND PIMCO ETF TR330.15%0.17%0.18%Q3 2022Q1 20233
ON ON SEMICONDUCTOR CORP COM210.13%0.16%0.19%Q4 2021Q2 20233
SPGI S&P GLOBAL INC COM330.12%0.14%0.16%Q4 2021Q2 20223
ODFL OLD DOMINION FREIGHT L...330.11%0.14%0.15%Q4 2021Q2 20223
PROSPECT CAP CORP 4.95...330.04%0.04%0.05%Q4 2021Q2 20223
FCEL FUELCELL ENERGY INC330.01%0.03%0.04%Q1 2023Q3 20233
JNK SPDR SER TR112.65%3.58%4.51%Q1 2022Q1 20232
JPST JPMORGAN ULTRA-SHORT I...220.28%2.95%5.62%Q3 2022Q4 20222
AGG ISHARES TR110.57%0.95%1.34%Q2 2022Q1 20232
BCM IPATH PURE BETA BROAD ...220.83%0.90%0.97%Q4 2021Q1 20222
EFA ISHARES MSCI EAFE ETF220.82%0.85%0.88%Q4 2021Q1 20222
PALL ABRDN PHYSICAL PALLADI...220.74%0.83%0.92%Q4 2021Q1 20222
ANGL VANECK ETF TRUST220.47%0.77%1.07%Q1 2023Q2 20232
VXX IPATH SERIES B S&P 500...110.13%0.67%1.20%Q2 2022Q4 20222
IFF INTERNATIONAL FLAVORS&...220.50%0.52%0.54%Q4 2021Q1 20222
SCHF SCHWAB INTERNATIONAL E...220.34%0.36%0.38%Q4 2021Q1 20222
SH PROSHARES SHORT S&P 500220.15%0.33%0.50%Q2 2022Q3 20222
JEPI J P MORGAN EXCHANGE TR...220.27%0.28%0.29%Q1 2023Q2 20232
FTEC FIDELITY COVINGTON TRUST220.24%0.25%0.27%Q1 2023Q2 20232
QLD PROSHARES ULTRA QQQ220.21%0.22%0.23%Q4 2021Q1 20222
IHF ISHARES U.S. HEALTHCAR...220.19%0.20%0.22%Q4 2021Q1 20222
DIG PROSHARES ULTRA OIL & GAS220.19%0.20%0.21%Q4 2021Q1 20222
KLAC KLA CORP220.17%0.18%0.18%Q2 2023Q3 20232
VTI VANGUARD INDEX FDS220.16%0.17%0.17%Q2 2023Q3 20232
RPV INVESCO S&P 500 PURE V...220.14%0.16%0.19%Q1 2022Q2 20222
GXTG GLOBAL X THEMATIC GROW...220.14%0.14%0.15%Q4 2021Q1 20222
WDAY WORKDAY INC CL A220.13%0.14%0.16%Q4 2021Q1 20222
AZPN ASPEN TECHNOLOGY INC COM220.14%0.14%0.14%Q4 2021Q1 20222
TSLA TESLA INC COM220.13%0.14%0.14%Q4 2021Q1 20222
EW EDWARDS LIFESCIENCES C...220.13%0.14%0.14%Q4 2021Q1 20222
WBA WALGREENS BOOTS ALLIAN...220.12%0.13%0.15%Q4 2021Q1 20222
PEAK HEALTHPEAK PROPERTIES ...220.13%0.13%0.14%Q4 2021Q1 20222
NOW SERVICENOW INC COM220.12%0.13%0.15%Q4 2021Q1 20222
GMED GLOBUS MED INC CL A220.13%0.13%0.13%Q4 2021Q1 20222
ARES ARES MANAGEMENT CORPOR...220.12%0.13%0.14%Q4 2021Q1 20222
BRKS AZENTA INC COM220.12%0.13%0.14%Q4 2021Q1 20222
IJR ISHARES S&P SMALL-CAP ...220.12%0.13%0.14%Q4 2021Q1 20222
UDR UDR INC COM220.12%0.12%0.13%Q4 2021Q1 20222
CAMBER ENERGY INC COM220.00%0.00%0.00%Q2 2022Q3 20222
HYLB DBX ETF TR112.67%2.67%2.67%Q1 2023Q1 20231
IEI ISHARES TR111.33%1.33%1.33%Q1 2023Q1 20231
BKLN INVESCO EXCH TRADED FD...110.80%0.80%0.80%Q3 2023Q3 20231
AVUS AMERICAN CENTY ETF TR110.70%0.70%0.70%Q3 2023Q3 20231
BCD ABRDN BLOOMBERG ALL CO...110.56%0.56%0.56%Q2 2022Q2 20221
FALN ISHARES TR110.44%0.44%0.44%Q2 2023Q2 20231
XLE ENERGY SELECT SECTOR S...110.42%0.42%0.42%Q2 2022Q2 20221
PROSHARES TR110.30%0.30%0.30%Q1 2023Q1 20231
AVDE AMERICAN CENTY ETF TR110.29%0.29%0.29%Q3 2023Q3 20231
QQQE DIREXION SHS ETF TR110.27%0.27%0.27%Q1 2023Q1 20231
ITA ISHARES U.S. AEROSPACE...110.26%0.26%0.26%Q2 2022Q2 20221
UGL PROSHARES ULTRA GOLD110.25%0.25%0.25%Q4 2022Q4 20221
IVE ISHARES TR110.24%0.24%0.24%Q3 2023Q3 20231
IEMG ISHARES INC110.22%0.22%0.22%Q2 2023Q2 20231
TDY TELEDYNE TECHNOLOGIES INC110.20%0.20%0.20%Q3 2023Q3 20231
VRSK VERISK ANALYTICS INC110.18%0.18%0.18%Q3 2023Q3 20231
IVW ISHARES TR110.18%0.18%0.18%Q3 2023Q3 20231
PROSHARES ULTRASHORT B...110.17%0.17%0.17%Q2 2022Q2 20221
MBB ISHARES MBS ETF110.17%0.17%0.17%Q4 2022Q4 20221
ASPEN TECHNOLOGY INC COM110.17%0.17%0.17%Q3 2022Q3 20221
IYW ISHARES TR110.17%0.17%0.17%Q2 2023Q2 20231
AMGN AMGEN INC110.16%0.16%0.16%Q3 2023Q3 20231
PDCO PATTERSON COS INC110.16%0.16%0.16%Q2 2023Q2 20231
CVX CHEVRON CORP NEW COM110.16%0.16%0.16%Q4 2022Q4 20221
LW LAMB WESTON HLDGS INC COM110.16%0.16%0.16%Q4 2022Q4 20221
CHWY CHEWY INC CL A110.14%0.14%0.14%Q4 2021Q4 20211
2X LONG VIX FUTURES ETF110.13%0.13%0.13%Q3 2022Q3 20221
SCO PROSHARES ULTRASHORT B...110.10%0.10%0.10%Q1 2022Q1 20221
VIXY PROSHARES TR II110.08%0.08%0.08%Q1 2023Q1 20231
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The securities at the top of the list , including LILLY ELI & CO COM, MICROSOFT CORP COM, and VANGUARD S&P 500 ETF, are the highest-conviction holdings of Hutchens & Kramer Investment Management Group, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Hutchens & Kramer Investment Management Group, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Hutchens & Kramer Investment Management Group, LLC owns currently or has owned in the past.