Sponsored

The Analysis of Hutchinson Financial Advisors, INC's Holdings & P&L

Currently, Hutchinson Financial Advisors, INC holds 67 types of securities in its portfolio with a total value $101.7M. In the most recent quarter, they have increased their positions in GLDM (+28.0K shares, valued at $2.1M), DOV (+8.4K shares, valued at $1.4M), SPDW (+30.7K shares, valued at $1.3M); decreased their positions in DIS (-1.3M shares, valued at $144.3M), ENB (-16.5K shares, valued at $830.5K), SPYM (-6.7K shares, valued at $521.3K); initiated new positions in DOV (+8.4K shares, valued at $1.4M), BIL (+13.4K shares, valued at $1.2M), SJNK (+15.6K shares, valued at $399.0K).

1M P&L

+5.0M+5.57%

3M P&L

+518.8K+0.54%

HY P&L

+1.3M+1.38%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A25.4M

24.9%

2Software - Infrastructure9.3M

9.1%

3Banks - Diversified6.3M

6.2%

Top Industries by Stock Count

1N/A16 stocks

23.9%

2Software - Application4 stocks

6.0%

3Banks - Diversified4 stocks

6.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP COM9.5K shares1.83%2025-09-302025-10-14

GOOGL ALPHABET INC CL A15.6K shares0.51%2025-09-302025-10-14

GLDM WORLD GOLD TR SPDR GOLD MINISHARES TR NEW48.8K shares134.36%2025-09-302025-10-14

BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW7.0K shares20.92%2025-09-302025-10-14

AAPL APPLE INC COM12.9K shares1.91%2025-09-302025-10-14

SPYM SPDR SER TR PORTFOLIO S&P 500 ETF39.9K shares-14.32%2025-09-302025-10-14

BILS SPDR SER TR SPDR BLOOMBERG 3-12 MONTH T BILL ETF28.8K shares26.16%2025-09-302025-10-14

V VISA INC COM CL A8.4K shares4.58%2025-09-302025-10-14

Sponsored

HON HONEYWELL INTL INC COM13.2K shares5.42%2025-09-302025-10-14

AMZN AMAZON COM INC COM12.4K shares4.22%2025-09-302025-10-14

SPDW SPDR INDEX SHS FDS SPDR PORT DEVELOPED WORLD EX-US ETF63.2K shares94.30%2025-09-302025-10-14

UBER UBER TECHNOLOGIES INC COM27.1K shares2.59%2025-09-302025-10-14

BK BANK NEW YORK MELLON CORP COM23.9K shares2.55%2025-09-302025-10-14

ORCL ORACLE CORP COM8.8K shares-15.44%2025-09-302025-10-14

SCHW SCHWAB CHARLES CORP NEW COM25.3K shares2.33%2025-09-302025-10-14

TSM TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR ISIN#US87403910038.3K shares0.92%2025-09-302025-10-14

Sponsored

ENB ENBRIDGE INC COM ISIN#CA29250N105042.4K shares-27.94%2025-09-302025-10-14

BKNG BOOKING HLDGS INC COM394 shares0.00%2025-09-302025-10-14

XOM EXXON MOBIL CORP COM18.8K shares8.95%2025-09-302025-10-14

GD GENERAL DYNAMICS CORP COM5.9K shares1.98%2025-09-302025-10-14

CRWD CROWDSTRIKE HLDGS INC CL A3.8K shares-15.64%2025-09-302025-10-14

UL UNILEVER PLC SPON ADR NEW ISIN#US904767704531.5K shares2.17%2025-09-302025-10-14

JPM JPMORGAN CHASE & CO COM5.5K shares2.37%2025-09-302025-10-14

BAC BANK AMER CORP COM32.7K shares0.09%2025-09-302025-10-14

Sponsored

COP CONOCOPHILLIPS COM16.8K shares0.82%2025-09-302025-10-14

MA MASTERCARD INC CL A2.8K shares-23.04%2025-09-302025-10-14

IQV IQVIA HLDGS INC COM8.0K shares0.00%2025-09-302025-10-14

META META PLATFORMS INC CL A2.1K shares0.00%2025-09-302025-10-14

CMCSA COMCAST CORP NEW CL A47.7K shares1.40%2025-09-302025-10-14

SPYG SPDR SER TR S&P 500 GROWTH ETF14.1K shares-1.39%2025-09-302025-10-14

SPYV SPDR SER TR S&P 500 VALUE ETF25.9K shares-15.26%2025-09-302025-10-14

DOV DOVER CORP COM8.4K sharesnew addition2025-09-302025-10-14

Sponsored

RTX RTX CORP COM8.4K shares2.80%2025-09-302025-10-14

PEP PEPSICO INC COM9.3K shares0.60%2025-09-302025-10-14

ELV ELEVANCE HEALTH INC COM3.9K shares2.88%2025-09-302025-10-14

NVS NOVARTIS AG SPONSORED ADR9.7K shares2.48%2025-09-302025-10-14

BIL SPDR SER TR SPDR BLOOMBERG 1-3 MNTH T BILL ETF NEW13.4K sharesnew addition2025-09-302025-10-14

BDX BECTON DICKINSON & CO COM6.1K shares2.05%2025-09-302025-10-14

ADI ANALOG DEVICES INC COM4.3K shares2.56%2025-09-302025-10-14

SNY SANOFI SPONS ADR ISIN#US80105N105422.4K shares1.80%2025-09-302025-10-14

Sponsored

DIS DISNEY WALT CO DISNEY COM9.1K shares-99.28%2025-09-302025-10-14

SPYD SPDR SER TR S&P 500 HIGH DIVID ETF23.1K shares-15.74%2025-09-302025-10-14

JAAA JANUS DETROIT STR TR JANUS HENDERSON AAA CLO ETF18.8K shares-9.38%2025-09-302025-10-14

ADSK AUTODESK INC COM2.7K shares1.74%2025-09-302025-10-14

CRM SALESFORCE INC COM3.5K shares-20.31%2025-09-302025-10-14

ADBE ADOBE SYS INC COM2.3K shares0.00%2025-09-302025-10-14

DEO DIAGEO PLC SPONSORED ADR NEW ISIN#US25243Q20578.3K shares2.01%2025-09-302025-10-14

VAL VALARIS LTD COM ISIN#BMG9460G101516.1K shares-7.88%2025-09-302025-10-14

Sponsored

SPAB SPDR SER TR BLOOMBERG BARCLAYS AGGREGATE BD ETF29.5K shares14.60%2025-09-302025-10-14

ASHR DBX ETF TR X-TRACKERS HARVEST CSI 300 CHINA CL A SHS22.9K shares0.00%2025-09-302025-10-14

COR CENCORA INC COM2.3K shares26.01%2025-09-302025-10-14

VEEV VEEVA SYS INC CL A COM2.4K shares2.45%2025-09-302025-10-14

MDT MEDTRONIC PLC SHS ISIN#IE00BTN1Y1157.3K shares1.14%2025-09-302025-10-14

URA GLOBAL X FDS GLOBAL X URANIUM ETF PAR $0 00113.5K shares0.00%2025-09-302025-10-14

ECL ECOLAB INC COM2.3K shares0.00%2025-09-302025-10-14

NVDA NVIDIA CORP COM3.1K shares2.69%2025-09-302025-10-14

Sponsored

FI FISERV INC COM3.7K shares0.00%2025-09-302025-10-14

SJNK SPDR SER TR BLOOMBERG SHORT TERM HIGH YIELD BD ETF15.6K sharesnew addition2025-09-302025-10-14

WFC WELLS FARGO & CO NEW COM3.7K shares16.81%2025-09-302025-10-14

KO COCA COLA CO COM4.3K sharesnew addition2025-09-302025-10-14

VKTX VIKING THERAPEUTICS INC COM10.8K sharesnew addition2025-09-302025-10-14

VOO VANGUARD INDEX FDS S&P 500 ETF SHS NEW435 shares-2.25%2025-09-302025-10-14

VZ VERIZON COMMUNICATIONS INC COM5.9K sharesnew addition2025-09-302025-10-14

GSK GSK PLC SPONSORED ADR NEW5.5K shares3.73%2025-09-302025-10-14

Sponsored

GLW CORNING INC COM2.8K sharesnew addition2025-09-302025-10-14

PM PHILIP MORRIS INTL INC COM1.3K sharesnew addition2025-09-302025-10-14

SHW SHERWIN-WILLIAMS CO COM605 sharesnew addition2025-09-302025-10-14

MSFT

MICROSOFT CORP COM

1.83%

Shares9.5K

Event2025-09-30

Filed2025-10-14

GOOGL

ALPHABET INC CL A

0.51%

Shares15.6K

Event2025-09-30

Filed2025-10-14

GLDM

WORLD GOLD TR SPDR GOLD MINISHARES TR NEW

134.36%

Shares48.8K

Event2025-09-30

Filed2025-10-14

BRK.B

BERKSHIRE HATHAWAY INC DEL CL B NEW

20.92%

Shares7.0K

Event2025-09-30

Filed2025-10-14

AAPL

APPLE INC COM

1.91%

Shares12.9K

Event2025-09-30

Filed2025-10-14

SPYM

SPDR SER TR PORTFOLIO S&P 500 ETF

-14.32%

Shares39.9K

Event2025-09-30

Filed2025-10-14

BILS

SPDR SER TR SPDR BLOOMBERG 3-12 MONTH T BILL ETF

26.16%

Shares28.8K

Event2025-09-30

Filed2025-10-14

VISA INC COM CL A

4.58%

Shares8.4K

Event2025-09-30

Filed2025-10-14

HON

HONEYWELL INTL INC COM

5.42%

Shares13.2K

Event2025-09-30

Filed2025-10-14

AMZN

AMAZON COM INC COM

4.22%

Shares12.4K

Event2025-09-30

Filed2025-10-14

SPDW

SPDR INDEX SHS FDS SPDR PORT DEVELOPED WORLD EX-US ETF

94.30%

Shares63.2K

Event2025-09-30

Filed2025-10-14

UBER

UBER TECHNOLOGIES INC COM

2.59%

Shares27.1K

Event2025-09-30

Filed2025-10-14

BANK NEW YORK MELLON CORP COM

2.55%

Shares23.9K

Event2025-09-30

Filed2025-10-14

ORCL

ORACLE CORP COM

-15.44%

Shares8.8K

Event2025-09-30

Filed2025-10-14

SCHW

SCHWAB CHARLES CORP NEW COM

2.33%

Shares25.3K

Event2025-09-30

Filed2025-10-14

TSM

TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR ISIN#US8740391003

0.92%

Shares8.3K

Event2025-09-30

Filed2025-10-14

ENB

ENBRIDGE INC COM ISIN#CA29250N1050

-27.94%

Shares42.4K

Event2025-09-30

Filed2025-10-14

BKNG

BOOKING HLDGS INC COM

0.00%

Shares394

Event2025-09-30

Filed2025-10-14

XOM

EXXON MOBIL CORP COM

8.95%

Shares18.8K

Event2025-09-30

Filed2025-10-14

GENERAL DYNAMICS CORP COM

1.98%

Shares5.9K

Event2025-09-30

Filed2025-10-14

CRWD

CROWDSTRIKE HLDGS INC CL A

-15.64%

Shares3.8K

Event2025-09-30

Filed2025-10-14

UNILEVER PLC SPON ADR NEW ISIN#US9047677045

2.17%

Shares31.5K

Event2025-09-30

Filed2025-10-14

JPM

JPMORGAN CHASE & CO COM

2.37%

Shares5.5K

Event2025-09-30

Filed2025-10-14

BAC

BANK AMER CORP COM

0.09%

Shares32.7K

Event2025-09-30

Filed2025-10-14

COP

CONOCOPHILLIPS COM

0.82%

Shares16.8K

Event2025-09-30

Filed2025-10-14

MASTERCARD INC CL A

-23.04%

Shares2.8K

Event2025-09-30

Filed2025-10-14

IQV

IQVIA HLDGS INC COM

0.00%

Shares8.0K

Event2025-09-30

Filed2025-10-14