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Entity | Shares/Amount Change | Position Value Change |
PYLD |
+41,980 | +$1,072 | DYNF |
+22,724 | +$1,009 | DFGX |
+16,398 | +$866 | IVE |
+3,910 | +$726 | DGCB |
+8,045 | +$424 | IYW |
+3,098 | +$420 | FICO |
+287 | +$360 | MBB |
+3,803 | +$348 | EMXC |
+5,444 | +$313 | HEFA |
+8,692 | +$303 |
Entity | Shares/Amount Change | Position Value Change |
FALN |
-11,385 | -$301 | MCD |
-1,000 | -$297 | CLX |
-2,000 | -$285 | WMT |
-1,658 | -$261 | VTIP |
-5,237 | -$249 | IJR |
-2,012 | -$218 | KO |
-3,597 | -$212 | IEMG |
-4,201 | -$212 | MDB |
-493 | -$202 | MMAT |
-65,614 | -$4 |
Entity | Shares/Amount Change | Position Value Change |
IUSB |
+21,611 | +$967 | DFIC |
+19,802 | +$754 | DCOR |
+18,712 | +$1,305 | VEA |
+13,716 | +$768 | DFAC |
+13,612 | +$1,262 | DFCF |
+11,383 | +$381 | DFEM |
+7,989 | +$243 | IVW |
+7,772 | +$689 | COO |
+7,098 | +$100 | VWO |
+5,265 | +$231 |
Entity | Shares/Amount Change | Position Value Change |
BKLN |
-27,054 | -$573 | SCHX |
-15,157 | -$462 | HYLB |
-10,554 | -$378 | DSTL |
-6,927 | -$263 | ABT |
-6,908 | -$757 | SJNK |
-6,787 | -$172 | PG |
-6,300 | -$691 | SHYG |
-4,847 | -$205 | SPEM |
-4,344 | -$144 |
Size ($ in 1000's)
At 03/31/2024: $169,000 At 12/31/2023: $141,867
Hutchens & Kramer Investment Management Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Hutchens & Kramer Investment Management Group LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, we find all stocks held by Hutchens & Kramer Investment Management Group LLC to be as follows, presented in the
table below with each row detailing each Hutchens & Kramer Investment Management Group LLC position, ordered by largest to smallest position size.
The all-stocks-held-by-Hutchens & Kramer Investment Management Group LLC table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Hutchens & Kramer Investment Management Group LLC as of the latest filing.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
ELI LILLY & CO |
42,709 |
-1,205 |
$32,482 | LLY | 42,709 | -1,205 | $32,482 | DIMENSIONAL ETF TRUST (DFAC) |
333,454 |
+13,612 |
$10,611 | DFAC | 333,454 | +13,612 | $10,611 | MICROSOFT CORP |
22,412 |
+55 |
$9,515 | MSFT | 22,412 | +55 | $9,515 | DIMENSIONAL ETF TRUST (DFCF) |
147,515 |
+11,383 |
$6,153 | DFCF | 147,515 | +11,383 | $6,153 | DIMENSIONAL ETF TRUST (DFIC) |
216,204 |
+19,802 |
$5,768 | DFIC | 216,204 | +19,802 | $5,768 | VANGUARD INDEX FDS (VOO) |
11,102 |
+2,374 |
$5,330 | VOO | 11,102 | +2,374 | $5,330 | ISHARES TR (IVV) |
9,101 |
+2,465 |
$4,777 | IVV | 9,101 | +2,465 | $4,777 | SCHWAB STRATEGIC TR |
70,477 |
-15,157 |
$4,368 | SCHX | 70,477 | -15,157 | $4,368 | DIMENSIONAL ETF TRUST (DCOR) |
61,358 |
+18,712 |
$3,586 | DCOR | 61,358 | +18,712 | $3,586 | INVESCO EXCHANGE TRADED FD T (XLG) |
72,289 |
-1,628 |
$3,048 | XLG | 72,289 | -1,628 | $3,048 | VANGUARD TAX MANAGED FDS (VEA) |
53,493 |
+13,716 |
$2,673 | VEA | 53,493 | +13,716 | $2,673 | PROCTER AND GAMBLE CO |
16,502 |
-6,300 |
$2,650 | PG | 16,502 | -6,300 | $2,650 | AMAZON COM INC |
13,460 |
+572 |
$2,436 | AMZN | 13,460 | +572 | $2,436 | DIMENSIONAL ETF TRUST (DFSD) |
51,334 |
-805 |
$2,412 | DFSD | 51,334 | -805 | $2,412 | MASTERCARD INCORPORATED |
4,117 |
-218 |
$1,970 | MA | 4,117 | -218 | $1,970 | DIMENSIONAL ETF TRUST (DFEM) |
69,881 |
+7,989 |
$1,788 | DFEM | 69,881 | +7,989 | $1,788 | APPLE INC |
10,396 |
-196 |
$1,768 | AAPL | 10,396 | -196 | $1,768 | AMERICAN CENTY ETF TR (AVUS) |
18,977 |
+493 |
$1,694 | AVUS | 18,977 | +493 | $1,694 | INVESCO QQQ TR |
3,612 |
+102 |
$1,607 | QQQ | 3,612 | +102 | $1,607 | SPDR GOLD TR (GLD) |
7,425 |
-1,720 |
$1,543 | GLD | 7,425 | -1,720 | $1,543 | ISHARES TR (IUSB) |
31,236 |
+21,611 |
$1,410 | IUSB | 31,236 | +21,611 | $1,410 | ISHARES TR (SHY) |
17,272 |
-967 |
$1,405 | SHY | 17,272 | -967 | $1,405 | NVIDIA CORPORATION |
1,502 |
+95 |
$1,357 | NVDA | 1,502 | +95 | $1,357 | ISHARES TR (QUAL) |
7,548 |
+753 |
$1,237 | QUAL | 7,548 | +753 | $1,237 | INVESCO EXCH TRADED FD TR II (QQQM) |
6,334 |
-213 |
$1,160 | QQQM | 6,334 | -213 | $1,160 | ISHARES TR (EFG) |
10,968 |
+2,940 |
$1,134 | EFG | 10,968 | +2,940 | $1,134 | PIMCO ETF TR (PYLD) |
41,980 |
+41,980 |
$1,072 | PYLD | 41,980 | +41,980 | $1,072 | EATON CORP PLC |
3,405 |
-98 |
$1,062 | ETN | 3,405 | -98 | $1,062 | AMERICAN TOWER CORP NEW |
5,498 |
+204 |
$1,061 | AMT | 5,498 | +204 | $1,061 | VANGUARD INDEX FDS (VTV) |
6,528 |
-168 |
$1,059 | VTV | 6,528 | -168 | $1,059 | IQVIA HLDGS INC |
4,182 |
-255 |
$1,041 | IQV | 4,182 | -255 | $1,041 | DIMENSIONAL ETF TRUST (DFSV) |
34,244 |
-1,441 |
$1,021 | DFSV | 34,244 | -1,441 | $1,021 | BLACKROCK ETF TRUST (DYNF) |
22,724 |
+22,724 |
$1,009 | DYNF | 22,724 | +22,724 | $1,009 | META PLATFORMS INC |
2,036 |
+226 |
$1,000 | META | 2,036 | +226 | $1,000 | SCHWAB CHARLES CORP |
13,738 |
-916 |
$994 | SCHW | 13,738 | -916 | $994 | TJX COS INC NEW |
9,928 |
-656 |
$990 | TJX | 9,928 | -656 | $990 | ETF SER SOLUTIONS (DSTL) |
18,299 |
-6,927 |
$982 | DSTL | 18,299 | -6,927 | $982 | VISA INC |
3,402 |
+505 |
$947 | V | 3,402 | +505 | $947 | ISHARES TR (IVW) |
11,113 |
+7,772 |
$940 | IVW | 11,113 | +7,772 | $940 | CDW CORP |
3,708 |
-1,459 |
$938 | CDW | 3,708 | -1,459 | $938 | COOPER COS INC |
9,263 |
+7,098 |
$919 | COO | 9,263 | +7,098 | $919 | AUTOMATIC DATA PROCESSING IN |
3,644 |
-86 |
$894 | ADP | 3,644 | -86 | $894 | AMERICAN CENTY ETF TR (AVDE) |
14,003 |
+515 |
$889 | AVDE | 14,003 | +515 | $889 | DIMENSIONAL ETF TRUST (DFGX) |
16,398 |
+16,398 |
$866 | DFGX | 16,398 | +16,398 | $866 | AMPHENOL CORP NEW |
7,338 |
-917 |
$837 | APH | 7,338 | -917 | $837 | ALPHABET INC |
4,915 |
+337 |
$769 | GOOG | 4,915 | +337 | $769 | CONSTELLATION BRANDS INC |
2,864 |
+210 |
$762 | STZ | 2,864 | +210 | $762 | VANGUARD INDEX FDS (VB) |
3,247 |
-57 |
$736 | VB | 3,247 | -57 | $736 | ISHARES TR (IVE) |
3,910 |
+3,910 |
$726 | IVE | 3,910 | +3,910 | $726 | VANGUARD INTL EQUITY INDEX F (VWO) |
17,296 |
+5,265 |
$725 | VWO | 17,296 | +5,265 | $725 | ZOETIS INC |
4,235 |
-249 |
$707 | ZTS | 4,235 | -249 | $707 | DIMENSIONAL ETF TRUST (DUHP) |
22,136 |
-3,770 |
$696 | DUHP | 22,136 | -3,770 | $696 | NIKE INC |
7,364 |
+239 |
$682 | NKE | 7,364 | +239 | $682 | VANGUARD INDEX FDS (VO) |
2,734 |
-172 |
$679 | VO | 2,734 | -172 | $679 | ISHARES TR (EFV) |
11,584 |
+3,056 |
$626 | EFV | 11,584 | +3,056 | $626 | ISHARES TR (IXUS) |
9,025 |
+707 |
$611 | IXUS | 9,025 | +707 | $611 | SPDR S&P 500 ETF TR (SPY) |
1,149 |
-25 |
$600 | SPY | 1,149 | -25 | $600 | VANGUARD INDEX FDS (VXF) |
3,453 |
+961 |
$600 | VXF | 3,453 | +961 | $600 | GARTNER INC |
1,154 |
+465 |
$551 | IT | 1,154 | +465 | $551 | SPDR SER TR (LGLV) |
3,545 |
-101 |
$548 | LGLV | 3,545 | -101 | $548 | UNITEDHEALTH GROUP INC |
1,085 |
+152 |
$531 | UNH | 1,085 | +152 | $531 | DBX ETF TR (HYLB) |
14,647 |
-10,554 |
$518 | HYLB | 14,647 | -10,554 | $518 | APTIV PLC |
6,136 |
-377 |
$483 | APTV | 6,136 | -377 | $483 | STERICYCLE INC |
9,122 |
-285 |
$475 | SRCL | 9,122 | -285 | $475 | PIMCO ETF TR (BOND) |
5,218 |
+3,042 |
$474 | BOND | 5,218 | +3,042 | $474 | DIMENSIONAL ETF TRUST (DGCB) |
8,045 |
+8,045 |
$424 | DGCB | 8,045 | +8,045 | $424 | ISHARES TR (IYW) |
3,098 |
+3,098 |
$420 | IYW | 3,098 | +3,098 | $420 | ALPHABET INC |
2,590 |
-16 |
$403 | GOOGL | 2,590 | -16 | $403 | BLACKSTONE INC |
3,000 |
UNCH |
$393 | BX | 3,000 | UNCH | $393 | SIMON PPTY GROUP INC NEW |
2,545 |
+95 |
$391 | SPG | 2,545 | +95 | $391 | SPDR INDEX SHS FDS (SPEM) |
10,705 |
-4,344 |
$389 | SPEM | 10,705 | -4,344 | $389 | ADOBE INC |
770 |
+34 |
$387 | ADBE | 770 | +34 | $387 | SCHWAB STRATEGIC TR |
4,145 |
-30 |
$385 | SCHG | 4,145 | -30 | $385 | CATERPILLAR INC |
1,055 |
+194 |
$384 | CAT | 1,055 | +194 | $384 | FAIR ISAAC CORP |
287 |
+287 |
$360 | FICO | 287 | +287 | $360 | DIMENSIONAL ETF TRUST (DFUS) |
6,263 |
+1,905 |
$356 | DFUS | 6,263 | +1,905 | $356 | ISHARES TR (XT) |
5,856 |
-3 |
$349 | XT | 5,856 | -3 | $349 | ISHARES TR (MBB) |
3,803 |
+3,803 |
$348 | MBB | 3,803 | +3,803 | $348 | NETFLIX INC |
555 |
+71 |
$341 | NFLX | 555 | +71 | $341 | PROLOGIS INC. |
2,663 |
+209 |
$341 | PLD | 2,663 | +209 | $341 | COSTCO WHSL CORP NEW |
467 |
+23 |
$337 | COST | 467 | +23 | $337 | JPMORGAN CHASE & CO |
1,690 |
+91 |
$336 | JPM | 1,690 | +91 | $336 | LABORATORY CORP AMER HLDGS |
1,547 |
UNCH |
$335 | LH | 1,547 | UNCH | $335 | ISHARES TR (ILCG) |
4,411 |
+2 |
$333 | ILCG | 4,411 | +2 | $333 | ILLUMINA INC |
2,508 |
-166 |
$333 | ILMN | 2,508 | -166 | $333 | WELLTOWER INC |
3,602 |
+507 |
$331 | WELL | 3,602 | +507 | $331 | ABBVIE INC |
1,825 |
+73 |
$330 | ABBV | 1,825 | +73 | $330 | FIDELITY COVINGTON TRUST |
2,118 |
-54 |
$330 | FTEC | 2,118 | -54 | $330 | LAM RESEARCH CORP |
335 |
+43 |
$329 | LRCX | 335 | +43 | $329 | INTUITIVE SURGICAL INC |
805 |
+162 |
$318 | ISRG | 805 | +162 | $318 | DIMENSIONAL ETF TRUST (DFGR) |
12,463 |
+1,977 |
$314 | DFGR | 12,463 | +1,977 | $314 | ISHARES INC (EMXC) |
5,444 |
+5,444 |
$313 | EMXC | 5,444 | +5,444 | $313 | ISHARES TR (ITOT) |
2,714 |
-53 |
$312 | ITOT | 2,714 | -53 | $312 | ISHARES TR (ESGU) |
2,669 |
-2,373 |
$306 | ESGU | 2,669 | -2,373 | $306 | SCHWAB STRATEGIC TR |
4,551 |
+375 |
$306 | FNDX | 4,551 | +375 | $306 | AMETEK INC |
1,689 |
+114 |
$305 | AME | 1,689 | +114 | $305 | ISHARES TR (HEFA) |
8,692 |
+8,692 |
$303 | HEFA | 8,692 | +8,692 | $303 | ISHARES TR (PFF) |
9,362 |
-1,268 |
$301 | PFF | 9,362 | -1,268 | $301 | GRAINGER W W INC |
297 |
+297 |
$300 | GWW | 297 | +297 | $300 | VANGUARD SCOTTSDALE FDS (VGSH) |
5,077 |
-310 |
$293 | VGSH | 5,077 | -310 | $293 | DIMENSIONAL ETF TRUST (DISV) |
10,767 |
-1,447 |
$292 | DISV | 10,767 | -1,447 | $292 | VERISK ANALYTICS INC |
1,252 |
+186 |
$291 | VRSK | 1,252 | +186 | $291 | DIMENSIONAL ETF TRUST (DFLV) |
9,707 |
UNCH |
$290 | DFLV | 9,707 | UNCH | $290 | DIMENSIONAL ETF TRUST (DIHP) |
10,698 |
-1,456 |
$288 | DIHP | 10,698 | -1,456 | $288 | DIGITAL RLTY TR INC |
2,023 |
+146 |
$287 | DLR | 2,023 | +146 | $287 | HUNT J B TRANS SVCS INC |
1,437 |
+271 |
$282 | JBHT | 1,437 | +271 | $282 | AMERICAN CENTY ETF TR (AVEM) |
4,835 |
+299 |
$281 | AVEM | 4,835 | +299 | $281 | APPLIED MATLS INC |
1,342 |
+1,342 |
$280 | AMAT | 1,342 | +1,342 | $280 | DIMENSIONAL ETF TRUST (DFAR) |
12,748 |
-1,156 |
$280 | DFAR | 12,748 | -1,156 | $280 | SCHWAB STRATEGIC TR |
3,468 |
+48 |
$278 | SCHD | 3,468 | +48 | $278 | BERKLEY W R CORP |
3,166 |
+174 |
$277 | WRB | 3,166 | +174 | $277 | EQUINIX INC |
335 |
+78 |
$268 | EQIX | 335 | +78 | $268 | SPDR SER TR (SPHY) |
11,537 |
+11,537 |
$268 | SPHY | 11,537 | +11,537 | $268 | SPDR SER TR (SJNK) |
10,679 |
-6,787 |
$267 | SJNK | 10,679 | -6,787 | $267 | VALERO ENERGY CORP |
1,539 |
+1,539 |
$266 | VLO | 1,539 | +1,539 | $266 | SPDR INDEX SHS FDS (SPDW) |
7,402 |
-286 |
$264 | SPDW | 7,402 | -286 | $264 | ROSS STORES INC |
1,815 |
+102 |
$263 | ROST | 1,815 | +102 | $263 | CADENCE DESIGN SYSTEM INC |
830 |
+92 |
$259 | CDNS | 830 | +92 | $259 | SALESFORCE INC |
856 |
+48 |
$259 | CRM | 856 | +48 | $259 | KLA CORP |
364 |
+364 |
$259 | KLAC | 364 | +364 | $259 | VANECK ETF TRUST (ANGL) |
8,982 |
-2,728 |
$258 | ANGL | 8,982 | -2,728 | $258 | AMERICAN CENTY ETF TR (AVUV) |
2,769 |
-39 |
$257 | AVUV | 2,769 | -39 | $257 | POOL CORP |
640 |
+37 |
$257 | POOL | 640 | +37 | $257 | CONOCOPHILLIPS |
1,919 |
+101 |
$247 | COP | 1,919 | +101 | $247 | MONSTER BEVERAGE CORP NEW |
4,250 |
+4,250 |
$245 | MNST | 4,250 | +4,250 | $245 | REALTY INCOME CORP |
4,548 |
+888 |
$243 | O | 4,548 | +888 | $243 | BROADRIDGE FINL SOLUTIONS IN |
1,193 |
+51 |
$242 | BR | 1,193 | +51 | $242 | TELEDYNE TECHNOLOGIES INC |
568 |
+107 |
$241 | TDY | 568 | +107 | $241 | WABTEC |
1,667 |
+1,667 |
$241 | WAB | 1,667 | +1,667 | $241 | QUALCOMM INC |
1,382 |
+1,382 |
$237 | QCOM | 1,382 | +1,382 | $237 | PROSHARES TR (BITO) |
7,693 |
+7,693 |
$236 | BITO | 7,693 | +7,693 | $236 | BERKSHIRE HATHAWAY INC DEL |
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$236 | BRK.B | 562 | UNCH | $236 | NOVO NORDISK A S |
1,848 |
+1,848 |
$236 | NVO | 1,848 | +1,848 | $236 | EMCOR GROUP INC |
661 |
+661 |
$235 | EME | 661 | +661 | $235 | ELEVANCE HEALTH INC |
449 |
+449 |
$232 | ELV | 449 | +449 | $232 | ISHARES TR (SHYG) |
5,306 |
-4,847 |
$224 | SHYG | 5,306 | -4,847 | $224 | NISOURCE INC |
8,062 |
UNCH |
$222 | NI | 8,062 | UNCH | $222 | ABBOTT LABS |
1,973 |
-6,908 |
$221 | ABT | 1,973 | -6,908 | $221 | ISHARES TR (TLT) |
2,376 |
+2,376 |
$220 | TLT | 2,376 | +2,376 | $220 | INVESCO EXCH TRADED FD TR II (BKLN) |
10,336 |
-27,054 |
$219 | BKLN | 10,336 | -27,054 | $219 | HOME DEPOT INC |
595 |
+595 |
$219 | HD | 595 | +595 | $219 | DIMENSIONAL ETF TRUST (DFGP) |
4,084 |
+4,084 |
$216 | DFGP | 4,084 | +4,084 | $216 | HERSHEY CO |
1,077 |
+1,077 |
$213 | HSY | 1,077 | +1,077 | $213 | SPDR SER TR (SPTI) |
7,567 |
-554 |
$211 | SPTI | 7,567 | -554 | $211 | KIMBERLY CLARK CORP |
1,614 |
+1,614 |
$208 | KMB | 1,614 | +1,614 | $208 | WEST PHARMACEUTICAL SVSC INC |
523 |
+523 |
$207 | WST | 523 | +523 | $207 | IRON MTN INC DEL |
2,595 |
+2,595 |
$206 | IRM | 2,595 | +2,595 | $206 | SCHWAB STRATEGIC TR |
5,230 |
+5,230 |
$203 | SCHF | 5,230 | +5,230 | $203 | BARINGS BDC INC |
14,191 |
-1,106 |
$131 | BBDC | 14,191 | -1,106 | $131 | CLOROX CO DEL |
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$0 (exited) | CLX | 0 | -2,000 | $0 | ISHARES TR |
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$0 (exited) | FALN | 0 | -11,385 | $0 | ISHARES INC |
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$0 (exited) | IEMG | 0 | -4,201 | $0 | ISHARES TR |
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$0 (exited) | IJR | 0 | -2,012 | $0 | COCA COLA CO |
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$0 (exited) | KO | 0 | -3,597 | $0 | MCDONALDS CORP |
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$0 (exited) | MCD | 0 | -1,000 | $0 | MONGODB INC |
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$0 (exited) | MDB | 0 | -493 | $0 | META MATERIALS INC |
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$0 (exited) | MMAT | 0 | -65,614 | $0 | VANGUARD MALVERN FDS |
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$0 (exited) | VTIP | 0 | -5,237 | $0 | WALMART INC |
0 |
-1,658 |
$0 (exited) | WMT | 0 | -1,658 | $0 |
See Summary: Hutchens & Kramer Investment Management Group LLC Top Holdings
See Details: Top 10 Stocks Held By Hutchens & Kramer Investment Management Group LLC
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