The Analysis of Hutchens & Kramer Investment Management Group, LLC's Holdings
Currently, Hutchens & Kramer Investment Management Group, LLC holds 177 types of securities in its portfolio with a total value $289.5M. In the most recent quarter, they have increased their positions in AVUS (+90.5K shares, valued at $10.1M), SGOV (+43.6K shares, valued at $4.4M), TFLO (+86.1K shares, valued at $4.3M); decreased their positions in LLY (-3.7K shares, valued at $4.0M), DYNF (-10.6K shares, valued at $644.5K), DFSD (-11.5K shares, valued at $552.6K); initiated new positions in GRID (+11.0K shares, valued at $1.7M), SPHB (+5.1K shares, valued at $598.0K), ARKQ (+4.9K shares, valued at $563.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AVUS AMERICAN CENTY ETF TR276.0K shares48.76%2025-12-312026-01-08
DFAC DIMENSIONAL ETF TRUST543.0K shares-2.37%2025-12-312026-01-08 PYLD PIMCO ETF TR713.2K shares23.04%2025-12-312026-01-08 BOND PIMCO ETF TR166.2K shares32.64%2025-12-312026-01-08 DCOR DIMENSIONAL ETF TRUST199.7K shares-0.01%2025-12-312026-01-08 DFIC DIMENSIONAL ETF TRUST342.7K shares-3.03%2025-12-312026-01-08 SGOV ISHARES TR103.0K shares73.51%2025-12-312026-01-08 TFLO ISHARES TR190.2K shares82.75%2025-12-312026-01-08 AVDE AMERICAN CENTY ETF TR103.0K shares23.94%2025-12-312026-01-08 LLY ELI LILLY & CO4.7K shares-44.03%2025-12-312026-01-08 AVEM AMERICAN CENTY ETF TR58.5K shares21.58%2025-12-312026-01-08 DFEM DIMENSIONAL ETF TRUST134.3K shares-2.49%2025-12-312026-01-08 SCHX SCHWAB STRATEGIC TR155.7K shares-6.15%2025-12-312026-01-08 XLG INVESCO EXCHANGE TRADED FD T69.1K shares-7.04%2025-12-312026-01-08 AAPL APPLE INC14.2K shares8.01%2025-12-312026-01-08 MSFT MICROSOFT CORP7.6K shares-1.65%2025-12-312026-01-08 VEA VANGUARD TAX-MANAGED FDS53.5K shares3.14%2025-12-312026-01-08 DFCF DIMENSIONAL ETF TRUST76.7K shares-14.16%2025-12-312026-01-08 AMZN AMAZON COM INC12.7K shares-2.90%2025-12-312026-01-08 NVDA NVIDIA CORPORATION15.0K shares-5.04%2025-12-312026-01-08 IVV ISHARES TR4.0K shares0.30%2025-12-312026-01-08 GLD SPDR GOLD TR6.5K shares-9.54%2025-12-312026-01-08 AVGE AMERICAN CENTY ETF TR28.5K shares6.51%2025-12-312026-01-08 XLK SELECT SECTOR SPDR TR16.9K shares89.67%2025-12-312026-01-08 SPMO INVESCO EXCH TRADED FD TR II19.6K shares1035.61%2025-12-312026-01-08 PG PROCTER AND GAMBLE CO16.2K shares-0.98%2025-12-312026-01-08 IVW ISHARES TR15.1K shares-2.61%2025-12-312026-01-08 IVE ISHARES TR8.7K shares20.69%2025-12-312026-01-08 VNQ VANGUARD INDEX FDS20.0K shares73.52%2025-12-312026-01-08 SPY SPDR S&P 500 ETF TR2.5K shares2.60%2025-12-312026-01-08 MA MASTERCARD INCORPORATED3.0K shares-0.27%2025-12-312026-01-08 GRID FIRST TR EXCHANGE TRADED FD11.0K sharesnew addition2025-12-312026-01-08 ALPHABET INC ALPHABET INC5.1K shares14.57%2025-12-312026-01-08 META META PLATFORMS INC2.3K shares-10.66%2025-12-312026-01-08 ALPHABET INC ALPHABET INC4.6K shares-3.76%2025-12-312026-01-08 SHY ISHARES TR17.3K shares7.77%2025-12-312026-01-08 SPYG SPDR SERIES TRUST13.3K shares287.38%2025-12-312026-01-08 EFV ISHARES TR18.7K shares-10.11%2025-12-312026-01-08 APH AMPHENOL CORP NEW9.8K shares-2.10%2025-12-312026-01-08 SPYM SPDR SERIES TRUST16.5K shares-2.74%2025-12-312026-01-08 QUAL ISHARES TR6.4K shares-27.09%2025-12-312026-01-08 IEMG ISHARES INC18.0K shares12.71%2025-12-312026-01-08 DYNF BLACKROCK ETF TRUST19.8K shares-34.91%2025-12-312026-01-08 VTI VANGUARD INDEX FDS3.5K shares7.67%2025-12-312026-01-08 IUSB ISHARES TR23.5K shares-7.67%2025-12-312026-01-08 TJX TJX COS INC NEW7.1K shares17.19%2025-12-312026-01-08 SCHW SCHWAB CHARLES CORP10.7K shares6.09%2025-12-312026-01-08 V VISA INC3.0K shares-3.66%2025-12-312026-01-08 QQQM INVESCO EXCH TRADED FD TR II4.1K shares0.87%2025-12-312026-01-08 VWO VANGUARD INTL EQUITY INDEX F19.0K shares2.28%2025-12-312026-01-08 VTV VANGUARD INDEX FDS4.7K shares-11.72%2025-12-312026-01-08 BROADCOM INC BROADCOM INC2.5K shares-2.02%2025-12-312026-01-08 ADP AUTOMATIC DATA PROCESSING IN3.1K shares-2.00%2025-12-312026-01-08 IBIT ISHARES BITCOIN TRUST ETF15.3K shares3.17%2025-12-312026-01-08 DSTL ETF SER SOLUTIONS12.7K shares-1.89%2025-12-312026-01-08 OEF ISHARES TR2.2K shares-8.69%2025-12-312026-01-08 IXUS ISHARES TR8.3K shares-5.31%2025-12-312026-01-08 IQV IQVIA HLDGS INC3.1K shares-0.26%2025-12-312026-01-08 EFG ISHARES TR6.0K shares-12.65%2025-12-312026-01-08 VONG VANGUARD SCOTTSDALE FDS5.6K shares1.07%2025-12-312026-01-08 VXF VANGUARD INDEX FDS3.1K shares3.56%2025-12-312026-01-08 WELL WELLTOWER INC3.3K shares-4.49%2025-12-312026-01-08 CDNS CADENCE DESIGN SYSTEM INC1.9K shares2.37%2025-12-312026-01-08 SPHB INVESCO EXCH TRADED FD TR II5.1K sharesnew addition2025-12-312026-01-08 DFSV DIMENSIONAL ETF TRUST17.9K shares-12.31%2025-12-312026-01-08 ARKQ ARK ETF TR4.9K sharesnew addition2025-12-312026-01-08 DUHP DIMENSIONAL ETF TRUST14.4K shares-7.74%2025-12-312026-01-08 SMH VANECK ETF TRUST1.5K sharesnew addition2025-12-312026-01-08 JPM JPMORGAN CHASE & CO.1.6K shares-5.50%2025-12-312026-01-08 LGLV SPDR SERIES TRUST3.0K shares-4.53%2025-12-312026-01-08 VO VANGUARD INDEX FDS1.7K shares-10.33%2025-12-312026-01-08 AVNM AMERICAN CENTY ETF TR6.7K shares49.60%2025-12-312026-01-08 AIRR FIRST TR EXCHANGE TRADED FD5.0K sharesnew addition2025-12-312026-01-08 ELV ELEVANCE HEALTH INC FORMERLY1.4K shares0.00%2025-12-312026-01-08 DFSD DIMENSIONAL ETF TRUST10.0K shares-53.45%2025-12-312026-01-08 FITE SPDR SERIES TRUST5.6K sharesnew addition2025-12-312026-01-08 BAI BLACKROCK ETF TRUST14.3K shares-6.25%2025-12-312026-01-08 FICO FAIR ISAAC CORP275 shares5.36%2025-12-312026-01-08 CTAS CINTAS CORP2.5K shares25.29%2025-12-312026-01-08 ABBV ABBVIE INC2.0K shares-0.10%2025-12-312026-01-08 VB VANGUARD INDEX FDS1.8K shares-11.90%2025-12-312026-01-08 NFLX NETFLIX INC4.8K shares845.56%2025-12-312026-01-08 ROP ROPER TECHNOLOGIES INC1.0K shares2.35%2025-12-312026-01-08 THRO BLACKROCK ETF TRUST11.5K shares-8.12%2025-12-312026-01-08 MSI MOTOROLA SOLUTIONS INC1.1K shares1.96%2025-12-312026-01-08 SCHD SCHWAB STRATEGIC TR15.9K shares30.16%2025-12-312026-01-08 COST COSTCO WHSL CORP NEW501 shares-7.90%2025-12-312026-01-08 DLR DIGITAL RLTY TR INC2.8K shares20.36%2025-12-312026-01-08 MTUM ISHARES TR1.7K shares51.88%2025-12-312026-01-08 KLAC KLA CORP343 shares-3.11%2025-12-312026-01-08 LH LABCORP HOLDINGS INC1.5K shares-0.71%2025-12-312026-01-08 AMT AMERICAN TOWER CORP NEW2.2K shares-13.32%2025-12-312026-01-08 SCHF SCHWAB STRATEGIC TR16.1K shares0.02%2025-12-312026-01-08 EME EMCOR GROUP INC627 shares-5.14%2025-12-312026-01-08 SCHG SCHWAB STRATEGIC TR11.4K shares-0.11%2025-12-312026-01-08 ECL ECOLAB INC1.4K shares0.72%2025-12-312026-01-08 DIA SPDR DOW JONES INDL AVERAGE764 shares19.00%2025-12-312026-01-08 CAT CATERPILLAR INC640 shares-27.60%2025-12-312026-01-08 TLH ISHARES TR3.6K shares-11.39%2025-12-312026-01-08 DFGR DIMENSIONAL ETF TRUST13.4K shares-44.19%2025-12-312026-01-08 SPEM SPDR INDEX SHS FDS7.6K shares-9.53%2025-12-312026-01-08 FNDX SCHWAB STRATEGIC TR12.8K shares-8.13%2025-12-312026-01-08 ABT ABBOTT LABS2.8K shares13.94%2025-12-312026-01-08 MBB ISHARES TR3.6K shares-1.47%2025-12-312026-01-08 AME AMETEK INC1.6K shares0.00%2025-12-312026-01-08 NI NISOURCE INC8.1K shares0.00%2025-12-312026-01-08 PLD PROLOGIS INC.2.5K shares-10.30%2025-12-312026-01-08 ZTS ZOETIS INC2.6K shares-9.22%2025-12-312026-01-08 GWW WW GRAINGER INC319 shares-0.62%2025-12-312026-01-08 JBL JABIL INC1.4K shares0.00%2025-12-312026-01-08 TSM TAIWAN SEMICONDUCTOR MFG LTD1.0K shares8.30%2025-12-312026-01-08 HLI HOULIHAN LOKEY INC1.8K shares0.00%2025-12-312026-01-08 ISRG INTUITIVE SURGICAL INC549 shares-1.61%2025-12-312026-01-08 BSV VANGUARD BD INDEX FDS3.9K shares1.96%2025-12-312026-01-08 BNDX VANGUARD CHARLOTTE FDS6.3K shares-1.69%2025-12-312026-01-08 IBM INTERNATIONAL BUSINESS MACHS991 shares-2.08%2025-12-312026-01-08 UGL PROSHARES TR II5.2K shares-1.40%2025-12-312026-01-08 EQIX EQUINIX INC366 shares12.27%2025-12-312026-01-08 JEPI J P MORGAN EXCHANGE TRADED F4.9K shares18.08%2025-12-312026-01-08 AJG GALLAGHER ARTHUR J & CO1.1K shares1.33%2025-12-312026-01-08 MUNI PIMCO ETF TR5.2K shares-10.25%2025-12-312026-01-08 HEI.A HEICO CORP NEW1.1K shares-19.00%2025-12-312026-01-08 MINT PIMCO ETF TR2.7K shares-0.80%2025-12-312026-01-08 MMM 3M CO1.7K shares-2.02%2025-12-312026-01-08 TDY TELEDYNE TECHNOLOGIES INC532 shares-0.93%2025-12-312026-01-08 WAB WABTEC1.3K shares0.00%2025-12-312026-01-08 ESGU ISHARES TR1.8K shares-34.95%2025-12-312026-01-08 INTU INTUIT398 shares3.92%2025-12-312026-01-08 IYW ISHARES TR1.3K shares-5.51%2025-12-312026-01-08 AVSC AMERICAN CENTY ETF TR4.3K shares0.00%2025-12-312026-01-08 AMP AMERIPRISE FINL INC513 shares-0.19%2025-12-312026-01-08 BINC BLACKROCK ETF TRUST II4.7K shares9.56%2025-12-312026-01-08 MPWR MONOLITHIC PWR SYS INC272 shares-24.86%2025-12-312026-01-08 ORCL ORACLE CORP1.2K shares20.12%2025-12-312026-01-08 IAGG ISHARES TR4.8K shares-3.43%2025-12-312026-01-08 SPG SIMON PPTY GROUP INC NEW1.3K shares-22.51%2025-12-312026-01-08 ADBE ADOBE INC674 shares-2.32%2025-12-312026-01-08 KO COCA COLA CO3.4K shares-6.38%2025-12-312026-01-08 RTX RTX CORPORATION1.3K shares-1.02%2025-12-312026-01-08 EXR EXTRA SPACE STORAGE INC1.8K sharesnew addition2025-12-312026-01-08 HSY HERSHEY CO1.3K shares-6.60%2025-12-312026-01-08 LMT LOCKHEED MARTIN CORP478 shares-0.62%2025-12-312026-01-08 BOXX EA SERIES TRUST2.0K shares-9.34%2025-12-312026-01-08 WST WEST PHARMACEUTICAL SVSC INC833 shares0.00%2025-12-312026-01-08 DFUS DIMENSIONAL ETF TRUST3.1K shares-12.87%2025-12-312026-01-08 PANW PALO ALTO NETWORKS INC1.2K shares-0.81%2025-12-312026-01-08 OSIS OSI SYSTEMS INC877 shares-1.02%2025-12-312026-01-08 HLNE HAMILTON LANE INC1.7K sharesnew addition2025-12-312026-01-08 MSCI MSCI INC385 shares-2.78%2025-12-312026-01-08 XT ISHARES TR3.2K shares-4.59%2025-12-312026-01-08 MNST MONSTER BEVERAGE CORP NEW2.8K shares-7.37%2025-12-312026-01-08 PNR PENTAIR PLC2.1K shares0.00%2025-12-312026-01-08 AYI ACUITY INC596 shares-1.00%2025-12-312026-01-08 DPZ DOMINOS PIZZA INC504 shares-0.40%2025-12-312026-01-08 ITA ISHARES TR976 shares-6.96%2025-12-312026-01-08 ENSG ENSIGN GROUP INC1.2K shares-4.53%2025-12-312026-01-08 VRTX VERTEX PHARMACEUTICALS INC457 sharesnew addition2025-12-312026-01-08 ABNB AIRBNB INC1.5K sharesnew addition2025-12-312026-01-08 HWM HOWMET AEROSPACE INC1.0K sharesnew addition2025-12-312026-01-08 CW CURTISS WRIGHT CORP374 shares-1.32%2025-12-312026-01-08 ROST ROSS STORES INC1.1K sharesnew addition2025-12-312026-01-08 UFPT UFP TECHNOLOGIES INC916 sharesnew addition2025-12-312026-01-08 IRM IRON MTN INC DEL2.4K shares15.14%2025-12-312026-01-08 VRSK VERISK ANALYTICS INC906 shares-10.03%2025-12-312026-01-08 WMS ADVANCED DRAIN SYS INC DEL1.4K sharesnew addition2025-12-312026-01-08 EFX EQUIFAX INC925 shares0.00%2025-12-312026-01-08 TSLA TESLA INC445 sharesnew addition2025-12-312026-01-08 BAC BANK AMERICA CORP3.6K sharesnew addition2025-12-312026-01-08 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available