Asset Manager
← All Institutions
Hutchinson Financial Advisors, INC
Market Value
$102M
Holdings
67
New Purchases
9
Added To
37
Closed
0
Reduced
13
Top 10 Concentration
33.0%
Turnover
13.4%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 22 | $40M | 39.7% |
| Large Cap | 37 | $54M | 52.9% |
| Mid Cap | 8 | $8M | 7.4% |
Portfolio Analytics
Avg Market Cap
$528.6B
Median Market Cap
$124.7B
Avg P/E
24.7
Median P/E
22.6
Avg Dividend Yield
0.02%
Avg Beta
0.83
# Stocks
53
# ETFs / Funds
14
Top Holdings (67 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | 4.84% | 9,502 | $5M | $517.95 | $280K | +171 | +1.8% | |
| 2 | GOOGL | 3.74% | 15,645 | $4M | $243.10 | $1M | +80 | +0.5% | |
| 3 | GLDM | 3.66% | 48,768 | $4M | $76.38 | $2M | +27,959 | +134.4% | |
| 4 | BRK-B | 3.48% | 7,039 | $4M | $502.74 | $711K | +1,218 | +20.9% | |
| 5 | AAPL | 3.24% | 12,942 | $3M | $254.63 | $690K | +243 | +1.9% | |
| 6 | SPLG | 3.07% | 39,898 | $3M | $78.18 | -$266K | -6,668 | -14.3% | |
| 7 | BILS | 2.82% | 28,803 | $3M | $99.52 | $596K | +5,973 | +26.2% | |
| 8 | V | 2.81% | 8,378 | $3M | $341.38 | $16K | +367 | +4.6% | |
| 9 | HON | 2.72% | 13,158 | $3M | $210.50 | -$137K | +677 | +5.4% | |
| 10 | AMZN | 2.67% | 12,351 | $3M | $219.57 | $112K | +500 | +4.2% | |
| 11 | SPDW | 2.65% | 63,172 | $3M | $42.69 | $1M | +30,659 | +94.3% | |
| 12 | UBER | 2.61% | 27,114 | $3M | $97.97 | $191K | +685 | +2.6% | |
| 13 | BK | 2.56% | 23,932 | $3M | $108.96 | $481K | +596 | +2.5% | |
| 14 | ORCL | 2.43% | 8,795 | $2M | $281.24 | $200K | -1,606 | -15.4% | |
| 15 | SCHW | 2.38% | 25,347 | $2M | $95.47 | $160K | +578 | +2.3% | |
| 16 | TSM | 2.27% | 8,263 | $2M | $279.29 | $453K | +75 | +0.9% | |
| 17 | ENB | 2.10% | 42,434 | $2M | $50.47 | -$524K | -16,457 | -27.9% | |
| 18 | BKNG | 2.09% | 394 | $2M | $5,399.27 | -$154K | — | — | |
| 19 | XOM | 2.08% | 18,799 | $2M | $112.75 | $259K | +1,544 | +8.9% | |
| 20 | GD | 1.97% | 5,880 | $2M | $341.00 | $323K | +114 | +2.0% | |
| 21 | CRWD | 1.85% | 3,839 | $2M | $490.38 | -$435K | -712 | -15.6% | |
| 22 | UL | 1.84% | 31,532 | $2M | $59.28 | -$19K | +669 | +2.2% | |
| 23 | JPM | 1.70% | 5,478 | $2M | $315.43 | $177K | +127 | +2.4% | |
| 24 | BAC | 1.66% | 32,732 | $2M | $51.59 | $141K | +31 | +0.1% | |
| 25 | COP | 1.56% | 16,778 | $2M | $94.59 | $94K | +137 | +0.8% | |
| 26 | MA | 1.54% | 2,756 | $2M | $568.81 | -$391K | -825 | -23.0% | |
| 27 | IQV | 1.50% | 8,036 | $2M | $189.94 | $260K | — | — | |
| 28 | META | 1.48% | 2,055 | $2M | $734.38 | -$8K | — | — | |
| 29 | CMCSA | 1.47% | 47,667 | $1M | $31.42 | -$180K | +656 | +1.4% | |
| 30 | SPYG | 1.45% | 14,112 | $1M | $104.51 | $111K | -199 | -1.4% | |
| 31 | SPYV | 1.41% | 25,921 | $1M | $55.33 | -$167K | -4,667 | -15.3% | |
| 32 | DOV | 1.38% | 8,442 | $1M | $166.83 | — | +8,442 | — | NEW |
| 33 | RTX | 1.38% | 8,394 | $1M | $167.33 | $212K | +229 | +2.8% | |
| 34 | PEP | 1.28% | 9,278 | $1M | $140.44 | $85K | +55 | +0.6% | |
| 35 | ANTM | 1.22% | 3,854 | $1M | $323.12 | -$212K | +108 | +2.9% | |
| 36 | NVS | 1.22% | 9,656 | $1M | $128.24 | $98K | +234 | +2.5% | |
| 37 | BIL | 1.21% | 13,422 | $1M | $91.75 | — | +13,422 | — | NEW |
| 38 | BDX | 1.12% | 6,065 | $1M | $187.17 | $112K | +122 | +2.0% | |
| 39 | ADI | 1.05% | 4,329 | $1M | $245.70 | $59K | +108 | +2.6% | |
| 40 | SNY | 1.04% | 22,436 | $1M | $47.20 | -$6K | +397 | +1.8% | |
| 41 | DIS | 1.02% | 9,096 | $1M | $114.50 | -$228K | -1,137 | -11.1% | |
| 42 | SPYD | 1.00% | 23,150 | $1M | $43.74 | -$154K | -4,324 | -15.7% | |
| 43 | JAAA | 0.94% | 18,786 | $952K | $50.69 | -$100K | -1,944 | -9.4% | |
| 44 | ADSK | 0.84% | 2,684 | $853K | $317.67 | $36K | +46 | +1.7% | |
| 45 | CRM | 0.81% | 3,461 | $820K | $237.00 | -$364K | -882 | -20.3% | |
| 46 | ADBE | 0.80% | 2,316 | $817K | $352.75 | -$79K | — | — | |
| 47 | DEO | 0.78% | 8,333 | $795K | $95.43 | -$29K | +164 | +2.0% | |
| 48 | VAL | 0.77% | 16,078 | $784K | $48.77 | $49K | -1,376 | -7.9% | |
| 49 | SPAB | 0.75% | 29,466 | $759K | $25.75 | $100K | +3,753 | +14.6% | |
| 50 | ASHR | 0.74% | 22,906 | $755K | $32.98 | $125K | — | — | |
| 51 | ABC | 0.70% | 2,287 | $715K | $312.53 | $171K | +472 | +26.0% | |
| 52 | VEEV | 0.70% | 2,379 | $709K | $297.91 | $40K | +57 | +2.5% | |
| 53 | MDT | 0.69% | 7,343 | $699K | $95.24 | $66K | +83 | +1.1% | |
| 54 | URA | 0.63% | 13,539 | $645K | $47.67 | $120K | — | — | |
| 55 | ECL | 0.61% | 2,268 | $621K | $273.86 | $10K | — | — | |
| 56 | NVDA | 0.56% | 3,055 | $570K | $186.58 | $100K | +80 | +2.7% | |
| 57 | FI | 0.47% | 3,690 | $476K | $128.93 | -$160K | — | — | |
| 58 | SJNK | 0.39% | 15,645 | $399K | $25.51 | — | +15,645 | — | NEW |
| 59 | WFC | 0.30% | 3,655 | $306K | $83.82 | $56K | +526 | +16.8% | |
| 60 | KO | 0.28% | 4,341 | $288K | $66.32 | — | +4,341 | — | NEW |
| 61 | VKTX | 0.28% | 10,842 | $285K | $26.28 | — | +10,842 | — | NEW |
| 62 | VOO | 0.26% | 435 | $266K | $612.38 | $14K | -10 | -2.2% | |
| 63 | VZ | 0.25% | 5,853 | $257K | $43.95 | — | +5,853 | — | NEW |
| 64 | GSK | 0.23% | 5,451 | $235K | $43.16 | $33K | +196 | +3.7% | |
| 65 | GLW | 0.23% | 2,822 | $231K | $82.03 | — | +2,822 | — | NEW |
| 66 | PM | 0.21% | 1,312 | $213K | $162.20 | — | +1,312 | — | NEW |
| 67 | SHW | 0.21% | 605 | $209K | $346.26 | — | +605 | — | NEW |