The Analysis of Hutchinson Financial Advisors, INC's Holdings
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). Stock Holdings
TickerCompany NameSharesShares âŗ%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 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 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 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 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 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 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 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 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 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available