$125 Million is the total value of Hutchens & Kramer Investment Management Group, LLC's 120 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VIXY | Exit | PROSHARES TR IIvix sh trm futrs | $0 | – | -10,698 | -100.0% | -0.08% | – |
| BOND | Exit | PIMCO ETF TRactive bd etf | $0 | – | -2,216 | -100.0% | -0.18% | – |
| SHV | Exit | ISHARES TRshort treas bd | $0 | – | -1,899 | -100.0% | -0.18% | – |
| MSTB | Exit | ETF SER SOLUTIONSlha mkt st tactl | $0 | – | -9,015 | -100.0% | -0.20% | – |
| PSA | Exit | PUBLIC STORAGE | $0 | – | -881 | -100.0% | -0.23% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -951 | -100.0% | -0.24% | – |
| QQQE | Exit | DIREXION SHS ETF TRnas100 eql wgt | $0 | – | -4,284 | -100.0% | -0.27% | – |
| Exit | PROSHARES TRbitcoin strate | $0 | – | -20,044 | -100.0% | -0.30% | – | |
| IEI | Exit | ISHARES TR3 7 yr treas bd | $0 | – | -13,128 | -100.0% | -1.33% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -15,573 | -100.0% | -1.34% | – |
| JNK | Exit | SPDR SER TRbloomberg high y | $0 | – | -33,074 | -100.0% | -2.65% | – |
| HYLB | Exit | DBX ETF TRxtrack usd high | $0 | – | -88,823 | -100.0% | -2.67% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-18
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 |
|---|---|
| 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 |
| 13F-HR | 2022-08-15 |
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.