$136 Million is the total value of Hutchens & Kramer Investment Management Group, LLC's 106 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VXX | New | IPATH SERIES B S&P 500 VIX SHORT-TERM FUTURES ETNetf | $1,629,000 | – | 72,262 | +100.0% | 1.20% | – |
| MSTB | New | LHA MARKET STATE TACTICAL BETA ETFetf | $791,000 | – | 31,483 | +100.0% | 0.58% | – |
| AGG | New | ISHARES CORE U.S. AGGREGATE BOND ETFetf | $770,000 | – | 7,520 | +100.0% | 0.57% | – |
| BCD | New | ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETFetf | $762,000 | – | 21,214 | +100.0% | 0.56% | – |
| ETN | New | EATON CORP PLC SHSstock | $718,000 | – | 5,638 | +100.0% | 0.53% | – |
| SH | New | PROSHARES SHORT S&P 500etf | $678,000 | – | 41,503 | +100.0% | 0.50% | – |
| XLE | New | ENERGY SELECT SECTOR SPDR FUNDetf | $574,000 | – | 7,915 | +100.0% | 0.42% | – |
| ITA | New | ISHARES U.S. AEROSPACE & DEFENSE ETFetf | $357,000 | – | 3,563 | +100.0% | 0.26% | – |
| New | PROSHARES ULTRASHORT BLOOMBERG CRUDE OILetf | $235,000 | – | 10,509 | +100.0% | 0.17% | – | |
| New | CAMBER ENERGY INC COMstock | $4,000 | – | 10,565 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| LILLY ELI & CO COM | 8 | Q3 2023 | 18.9% |
| MICROSOFT CORP COM | 8 | Q3 2023 | 6.6% |
| VANGUARD S&P 500 ETF | 8 | Q3 2023 | 8.6% |
| SCHWAB U.S. LARGE-CAP ETF | 8 | Q3 2023 | 3.9% |
| ISHARES TR | 8 | Q3 2023 | 11.7% |
| PROCTER AND GAMBLE CO COM | 8 | Q3 2023 | 2.9% |
| INVESCO S&P 500 TOP 50 ETF | 8 | Q3 2023 | 3.3% |
| MASTERCARD INCORPORATED CL A | 8 | Q3 2023 | 2.9% |
| AMAZON COM INC COM | 8 | Q3 2023 | 2.8% |
| SPDR GOLD TR | 8 | Q3 2023 | 2.0% |
View Hutchens & Kramer Investment Management Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-05-16 |
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.