Hutchens & Kramer Investment Management Group, LLC Reduced Holdings in Q3 2025

Hutchens & Kramer Investment Management Group, LLC

  • $216 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AMT
American Tower Corp

Real Estate
-1.9K
- 42.7%
$192.32 - $232.35 $365K - $441K
2.55K $489K
EFG
Msci Eafe Growth ETF

ETFs
-3.69K
- 34.86%
$106.99 - $114.46 $395K - $422K
6.89K $784K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-10.5K
- 10.5%
$41.8 - $43.15 $438K - $452K
89.3K $3.82M
IYW
Ishares Dj Us Tech ETF

ETFs
-1.96K
- 58.66%
$171.38 - $197.01 $335K - $386K
1.38K $270K
LLY
Eli Lilly & CO

Healthcare
-142
- 1.66%
$625.65 - $812.69 $88.8K - $115K
8.44K $6.44M
DFSD
Dimensional ETF Tr Short Durat

ETFs
-5.06K
- 19.0%
$47.86 - $48.43 $242K - $245K
21.6K $1.04M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-4.9K
- 16.15%
$45.6 - $46.92 $224K - $230K
25.5K $1.19M
ELV
Elevance Health, Inc.

Healthcare
-279
- 16.72%
$274.66 - $395.76 $76.6K - $110K
1.39K $449K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-19.5K
- 10.51%
$24.46 - $26.5 $477K - $516K
166K $4.37M
EFV
Msci Eafe Value ETF

ETFs
-3.73K
- 15.21%
$62.79 - $68.42 $234K - $255K
20.8K $1.41M
PG
Procter & Gamble CO

Consumer Defensive
-9
- 0.05%
$150.47 - $161.22 $1.35K - $1.45K
16.4K $2.52M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.07K
- 10.84%
$182.33 - $194.5 $194K - $207K
8.76K $1.7M
BR
Broadridge Financial Solutions, Inc.

Technology
-355
- 29.1%
$233.75 - $266.89 $83K - $94.7K
865 $206K
V
Visa Inc.

Financial Services
-106
- 3.34%
$332.09 - $358.86 $35.2K - $38K
3.06K $1.05M
ZTS
Zoetis Inc.

Healthcare
-296
- 9.47%
$141.13 - $159.19 $41.8K - $47.1K
2.83K $414K
VO
Vanguard Mid Cap ETF

ETFs
-350
- 15.37%
$279.83 - $293.74 $97.9K - $103K
1.93K $566K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-3.41K
- 23.07%
$28.92 - $32.19 $98.6K - $110K
11.4K $362K
ADP
Automatic Data Processing Inc

Industrials
-44
- 1.36%
$288.69 - $310.94 $12.7K - $13.7K
3.2K $938K
EQIX
Equinix Inc

Real Estate
-62
- 15.98%
$756.7 - $811.13 $46.9K - $50.3K
326 $255K
COST
Costco Wholesale Corp

Consumer Defensive
-6
- 1.09%
$915.95 - $994.57 $5.5K - $5.97K
544 $503K
XT
Ishares Tr Exponential Technol

ETFs
-917
- 21.67%
$65.04 - $71.97 $59.6K - $66K
3.31K $238K
VB
Vanguard Small Cap ETF

ETFs
-294
- 12.82%
$237.58 - $259.17 $69.8K - $76.2K
2K $508K
T
At&T Inc.

Communication Services
-891
- 11.16%
$26.94 - $29.62 $24K - $26.4K
7.09K $200K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-165
- 12.88%
$236.25 - $257.69 $39K - $42.5K
1.12K $286K
IBM
International Business Machines Corp

Technology
-17
- 1.65%
$234.77 - $292.47 $3.99K - $4.97K
1.01K $285K
AJG
Arthur J. Gallagher & Co.

Financial Services
-16
- 1.5%
$284.17 - $319.49 $4.55K - $5.11K
1.05K $324K
MA
Mastercard Inc

Financial Services
-62
- 2.05%
$550.18 - $598.96 $34.1K - $37.1K
2.96K $1.69M
SCHW
Schwab Charles Corp

Financial Services
-577
- 5.41%
$91.03 - $98.69 $52.5K - $56.9K
10.1K $962K
MNST
Monster Beverage Corp

Consumer Defensive
-331
- 9.86%
$58.65 - $67.31 $19.4K - $22.3K
3.03K $203K
DFAR
Dimensional ETF Tr Dimensional

ETFs
-430
- 4.1%
$22.9 - $24.1 $9.85K - $10.4K
10.1K $239K
AMZN
Amazon Com Inc

Consumer Cyclical
-32
- 0.24%
$211.65 - $238.24 $6.77K - $7.62K
13.1K $2.87M
DSTL
ETF Ser Solution Distillate Us

ETFs
-675
- 4.94%
$54.44 - $58.24 $36.7K - $39.3K
13K $752K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-77
- 2.4%
$172.72 - $179.11 $13.3K - $13.8K
3.13K $557K
HSY
Hershey CO

Consumer Defensive
-184
- 11.89%
$161.95 - $193.45 $29.8K - $35.6K
1.36K $255K
Dimensional ETF Trust
-1.62K
- 6.31%
N/A
24.1K $0
Dimensional ETF Trust
-3.61K
- 1.77%
N/A
200K $0
Blackrock ETF Trust
-368
- 2.85%
N/A
12.6K $0
Ea Series Trust
-154
- 6.53%
N/A
2.21K $0
Cooper Cos Inc
-407
- 4.57%
N/A
8.5K $0
Lam Research Corp
-523
- 11.86%
N/A
3.89K $0
HD
Home Depot, Inc.

Consumer Cyclical
-27
- 4.55%
$357.4 - $423.42 $9.65K - $11.4K
567 $229K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-295
- 1.8%
$21.69 - $23.34 $6.4K - $6.89K
16.1K $373K
SPG
Simon Property Group Inc

Real Estate
-194
- 10.48%
$159.93 - $187.67 $31K - $36.4K
1.66K $310K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-37
- 1.05%
$67.01 - $72.84 $2.48K - $2.7K
3.5K $253K
PLD
Prologis, Inc.

Real Estate
-86
- 2.95%
$104.08 - $115.35 $8.95K - $9.92K
2.83K $323K
JPM
Jpmorgan Chase & CO

Financial Services
-86
- 4.74%
$282.78 - $316.06 $24.3K - $27.2K
1.73K $544K
SPYG
Spdr Portfolio

ETFs
-119
- 3.34%
$94.33 - $105.31 $11.2K - $12.5K
3.44K $359K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-279
- 3.22%
$42.67 - $46.91 $11.9K - $13.1K
8.38K $392K
VXF
Vanguard Extended Market ETF

ETFs
-103
- 3.34%
$193.58 - $213.07 $19.9K - $21.9K
2.98K $623K
Activity Summary
Buys All Purchases 94 New Holdings 28 Increased Positions 66 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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