Hutchens & Kramer Investment Management Group, LLC Reduced Holdings in Q1 2025

Hutchens & Kramer Investment Management Group, LLC

  • $158 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-4.91K
- 35.96%
$725.72 - $929.72 $3.56M - $4.57M
8.75K $7.22M
IVV
Ishares Core S&P 500 ETF

ETFs
-2.51K
- 37.01%
$554.06 - $615.85 $1.39M - $1.54M
4.26K $2.4M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-5.86K
- 1.01%
$32.42 - $36.13 $190K - $212K
574K $18.9M
EFG
Msci Eafe Growth ETF

ETFs
-6.51K
- 35.5%
$96.1 - $106.37 $625K - $692K
11.8K $1.18M
AMZN
Amazon Com Inc

Consumer Cyclical
-467
- 3.32%
$190.26 - $242.06 $88.9K - $113K
13.6K $2.59M
MSFT
Microsoft Corp

Technology
-179
- 2.32%
$375.39 - $447.2 $67.2K - $80K
7.54K $2.83M
AAPL
Apple Inc.

Technology
-88
- 0.7%
$209.68 - $247.1 $18.5K - $21.7K
12.5K $2.79M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.7K
- 7.95%
$92.45 - $106.69 $157K - $181K
19.7K $1.83M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-4.54K
- 2.31%
$21.75 - $24.28 $98.8K - $110K
192K $4.24M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-6.38K
- 12.91%
$44.72 - $46.25 $285K - $295K
43K $1.98M
EFV
Msci Eafe Value ETF

ETFs
-5.93K
- 22.95%
$51.88 - $60.73 $308K - $360K
19.9K $1.17M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-61
- 1.69%
$468.34 - $539.52 $28.6K - $32.9K
3.54K $1.66M
ETN
Eaton Corp PLC

Industrials
-35
- 1.25%
$271.83 - $371.23 $9.51K - $13K
2.76K $750K
GOOG
Alphabet Inc.

Communication Services
-114
- 2.54%
$156.06 - $207.71 $17.8K - $23.7K
4.38K $683K
MBB
Ishares Tr

ETFs
-1.58K
- 20.91%
$90.37 - $94.08 $142K - $148K
5.96K $558K
IYW
Ishares Dj Us Tech ETF

ETFs
-306
- 7.08%
$140.44 - $166.79 $43K - $51K
4.01K $563K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-801
- 3.58%
$64.88 - $72.1 $52K - $57.8K
21.6K $1.42M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-2.12K
- 18.01%
$54.25 - $57.64 $115K - $122K
9.66K $532K
DFSV
Dimensional ETF Tr Dimensional

ETFs
-1.56K
- 5.89%
$27.56 - $32.1 $43.1K - $50.2K
25K $702K
STZ
Constellation Brands, Inc.

Consumer Defensive
-106
- 4.55%
$161.05 - $222.93 $17.1K - $23.6K
2.22K $408K
VB
Vanguard Small Cap ETF

ETFs
-239
- 8.81%
$217.89 - $252.64 $52.1K - $60.4K
2.47K $548K
IQV
Iqvia Holdings Inc.

Healthcare
-162
- 4.81%
$176.3 - $209.96 $28.6K - $34K
3.21K $565K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-4.41K
- 3.32%
$40.79 - $42.32 $180K - $186K
128K $5.39M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-2.23K
- 9.89%
$32.57 - $35.82 $72.5K - $79.7K
20.3K $672K
SPG
Simon Property Group Inc

Real Estate
-432
- 17.85%
$159.48 - $187.78 $68.9K - $81.1K
1.99K $330K
META
Meta Platforms, Inc.

Communication Services
-83
- 3.0%
$576.36 - $736.67 $47.8K - $61.1K
2.68K $1.55M
APH
Amphenol Corp

Technology
-570
- 5.33%
$61.62 - $78.55 $35.1K - $44.8K
10.1K $663K
CRM
Salesforce, Inc.

Technology
-16
- 1.54%
$268.36 - $359.95 $4.29K - $5.76K
1.02K $274K
VO
Vanguard Mid Cap ETF

ETFs
-189
- 6.82%
$251.87 - $277.95 $47.6K - $52.5K
2.58K $668K
IT
Gartner Inc

Technology
-28
- 4.06%
$418.25 - $548.38 $11.7K - $15.4K
661 $277K
DFSD
Dimensional ETF Tr Short Durat

ETFs
-1.73K
- 3.98%
$46.74 - $47.55 $80.7K - $82.1K
41.7K $1.98M
FICO
Fair Isaac Corp

Technology
-12
- 6.32%
$1695.35 - $2030.47 $20.3K - $24.4K
178 $328K
CAT
Caterpillar Inc

Industrials
-45
- 4.62%
$326.75 - $407.63 $14.7K - $18.3K
928 $306K
TJX
Tjx Companies Inc

Consumer Cyclical
-390
- 5.57%
$112.81 - $126.16 $44K - $49.2K
6.61K $805K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-149
- 9.93%
$196.12 - $229.48 $29.2K - $34.2K
1.35K $273K
ADBE
Adobe Inc.

Technology
-4
- 0.72%
$377.84 - $464.11 $1.51K - $1.86K
553 $212K
HD
Home Depot, Inc.

Consumer Cyclical
-22
- 2.73%
$347.25 - $424.87 $7.64K - $9.35K
783 $286K
ZTS
Zoetis Inc.

Healthcare
-192
- 4.96%
$156.48 - $175.67 $30K - $33.7K
3.68K $606K
MSI
Motorola Solutions, Inc.

Technology
-20
- 3.82%
$411.73 - $482.1 $8.23K - $9.64K
503 $220K
NFLX
Netflix Inc

Communication Services
-49
- 7.98%
$828.4 - $1058.6 $40.6K - $51.9K
565 $526K
XT
Ishares Tr Exponential Technol

ETFs
-161
- 3.09%
$57.56 - $64.0 $9.27K - $10.3K
5.06K $291K
COST
Costco Wholesale Corp

Consumer Defensive
-39
- 5.98%
$890.62 - $1076.86 $34.7K - $42K
613 $579K
MA
Mastercard Inc

Financial Services
-153
- 4.59%
$504.67 - $576.31 $77.2K - $88.2K
3.18K $1.74M
ABBV
Abb Vie Inc.

Healthcare
-434
- 17.55%
$169.2 - $216.66 $73.4K - $94K
2.04K $427K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-715
- 10.35%
$33.84 - $37.77 $24.2K - $27K
6.19K $225K
DIHP
Dimensional ETF Tr Dimensional

ETFs
-868
- 9.57%
$25.1 - $27.85 $21.8K - $24.2K
8.2K $220K
DISV
Dimensional ETF Tr Dimensional

ETFs
-1.05K
- 11.64%
$26.09 - $30.21 $27.5K - $31.8K
8K $232K
HSY
Hershey CO

Consumer Defensive
-38
- 2.65%
$144.74 - $186.36 $5.5K - $7.08K
1.4K $239K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-188
- 1.16%
$81.83 - $82.73 $15.4K - $15.6K
16.1K $1.33M
Activity Summary
Buys All Purchases 61 New Holdings 21 Increased Positions 40 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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