$126 Million is the total value of Hutchens & Kramer Investment Management Group, LLC's 114 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BKLN | New | INVESCO EXCH TRADED FD TR IIsr ln etf | $1,004,261 | – | 47,959 | +100.0% | 0.80% | – |
| AVUS | New | AMERICAN CENTY ETF TRus eqt etf | $883,233 | – | 12,119 | +100.0% | 0.70% | – |
| AVDE | New | AMERICAN CENTY ETF TRintl eqt etf | $366,484 | – | 6,695 | +100.0% | 0.29% | – |
| IVE | New | ISHARES TRs&p 500 val etf | $296,340 | – | 1,938 | +100.0% | 0.24% | – |
| TDY | New | TELEDYNE TECHNOLOGIES INC | $250,620 | – | 623 | +100.0% | 0.20% | – |
| VRSK | New | VERISK ANALYTICS INC | $223,829 | – | 947 | +100.0% | 0.18% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $220,898 | – | 3,214 | +100.0% | 0.18% | – |
| WRB | New | BERKLEY W R CORP | $214,180 | – | 3,404 | +100.0% | 0.17% | – |
| AMGN | New | AMGEN INC | $207,988 | – | 781 | +100.0% | 0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-10
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.