Hutchens & Kramer Investment Management Group, LLC Top Holdings and 13F Report (2024) → Forget the “Magnificent 7” Tech Companies, Buy This AI Stock Instead (From Banyan Hill Publishing) (Ad) About Hutchens & Kramer Investment Management Group, LLCInvestment ActivityHutchens & Kramer Investment Management Group, LLC has $169.00 million in total holdings as of March 31, 2024.Hutchens & Kramer Investment Management Group, LLC owns shares of 149 different stocks, but just 49 companies or ETFs make up 80% of its holdings.Approximately 13.20% of the portfolio was purchased this quarter.About 6.48% of the portfolio was sold this quarter.This quarter, Hutchens & Kramer Investment Management Group, LLC has purchased 129 new stocks and bought additional shares in 62 stocks.Hutchens & Kramer Investment Management Group, LLC sold shares of 51 stocks and completely divested from 11 stocks this quarter.Largest Holdings Eli Lilly and Company $32,482,018Dimensional U.S. Core Equity 2 ETF $10,610,508Microsoft $9,515,495Dimensional Core Fixed Income ETF $6,152,861Dimensional International Core Equity 2 ETF $5,768,323 Largest New Holdings this Quarter PIMCO Multi Sector Bond Active ETF $1,072,169 HoldingBlackRock U.S. Equity Factor Rotation ETF $1,008,946 HoldingCOOPER COS INC $919,260 HoldingDIMENSIONAL ETF TRUST $866,224 HoldingiShares S&P 500 Value ETF $725,970 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 2,465 shares (about $1.29M)Vanguard S&P 500 ETF 2,374 shares (about $1.14M)DIMENSIONAL ETF TRUST 18,712 shares (about $1.09M)PIMCO Multi Sector Bond Active ETF 41,980 shares (about $1.07M)BlackRock U.S. Equity Factor Rotation ETF 22,724 shares (about $1.01M) Largest Sales this Quarter Procter & Gamble 6,300 shares (about $1.01M)Schwab US Large-Cap ETF 15,157 shares (about $939.43K)Eli Lilly and Company 1,205 shares (about $916.45K)Abbott Laboratories 6,908 shares (about $774.32K)Invesco Senior Loan ETF 27,054 shares (about $571.92K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHutchens & Kramer Investment Management Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorLLYEli Lilly and Company$32,482,018$916,454 ▼-2.7%42,70919.2%MedicalDFACDimensional U.S. Core Equity 2 ETF$10,610,508$433,134 ▲4.3%333,4546.3%ETFMSFTMicrosoft$9,515,495$23,351 ▲0.2%22,4125.6%Computer and TechnologyDFCFDimensional Core Fixed Income ETF$6,152,861$474,786 ▲8.4%147,5153.6%ETFDFICDimensional International Core Equity 2 ETF$5,768,323$528,317 ▲10.1%216,2043.4%ETFVOOVanguard S&P 500 ETF$5,329,850$1,139,710 ▲27.2%11,1023.2%ETFIVViShares Core S&P 500 ETF$4,776,933$1,293,829 ▲37.1%9,1012.8%ETFSCHXSchwab US Large-Cap ETF$4,368,164$939,431 ▼-17.7%70,4772.6%ETFDIMENSIONAL ETF TRUST$3,585,762$1,093,529 ▲43.9%61,3582.1%US CORE EQUITY 1XLGInvesco S&P 500 Top 50 ETF$3,047,704$68,636 ▼-2.2%72,2891.8%ETFVEAVanguard FTSE Developed Markets ETF$2,673,045$685,388 ▲34.5%53,4931.6%ETFPGProcter & Gamble$2,649,891$1,011,654 ▼-27.6%16,5021.6%Consumer StaplesAMZNAmazon.com$2,435,856$103,515 ▲4.4%13,4601.4%Retail/WholesaleDFSDDimensional Short-Duration Fixed Income ETF$2,412,200$37,827 ▼-1.5%51,3341.4%ETFMAMastercard$1,969,573$104,291 ▼-5.0%4,1171.2%Business ServicesDFEMDimensional Emerging Markets Core Equity 2 ETF$1,787,543$204,357 ▲12.9%69,8811.1%ETFAAPLApple$1,767,634$33,326 ▼-1.9%10,3961.0%Computer and TechnologyAVUSAvantis U.S. Equity ETF$1,694,077$44,010 ▲2.7%18,9771.0%ETFQQQInvesco QQQ$1,607,367$45,391 ▲2.9%3,6121.0%FinanceGLDSPDR Gold Shares$1,543,064$357,451 ▼-18.8%7,4250.9%FinanceIUSBiShares Core Total USD Bond Market ETF$1,409,993$975,521 ▲224.5%31,2360.8%ManufacturingSHYiShares 1-3 Year Treasury Bond ETF$1,404,904$78,656 ▼-5.3%17,2720.8%ManufacturingNVDANVIDIA$1,357,267$85,846 ▲6.8%1,5020.8%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$1,236,891$123,394 ▲11.1%7,5480.7%ETFQQQMInvesco NASDAQ 100 ETF$1,159,819$39,002 ▼-3.3%6,3340.7%ETFEFGiShares MSCI EAFE Growth ETF$1,134,091$303,996 ▲36.6%10,9680.7%ETFPYLDPIMCO Multi Sector Bond Active ETF$1,072,169$1,072,169 ▲New Holding41,9800.6%ETFETNEaton$1,062,462$30,579 ▼-2.8%3,4050.6%Industrial ProductsAMTAmerican Tower$1,061,169$39,374 ▲3.9%5,4980.6%FinanceVTVVanguard Value ETF$1,059,031$27,254 ▼-2.5%6,5280.6%ETFIQVIQVIA$1,040,774$63,462 ▼-5.7%4,1820.6%MedicalDFSVDimensional US Small Cap Value ETF$1,020,814$42,956 ▼-4.0%34,2440.6%ETFDYNFBlackRock U.S. Equity Factor Rotation ETF$1,008,946$1,008,946 ▲New Holding22,7240.6%ETFMETAMeta Platforms$1,000,389$111,045 ▲12.5%2,0360.6%Computer and TechnologySCHWCharles Schwab$994,219$66,291 ▼-6.3%13,7380.6%FinanceTJXTJX Companies$989,822$65,403 ▼-6.2%9,9280.6%Retail/WholesaleDSTLDistillate U.S. Fundamental Stability & Value ETF$981,924$371,703 ▼-27.5%18,2990.6%ETFVVisa$946,709$140,531 ▲17.4%3,4020.6%Business ServicesIVWiShares S&P 500 Growth ETF$939,826$657,278 ▲232.6%11,1130.6%ETFCDWCDW$938,346$369,214 ▼-28.2%3,7080.6%Computer and TechnologyCOOPER COS INC$919,260$919,260 ▲New Holding9,2630.5%COMADPAutomatic Data Processing$893,910$21,097 ▼-2.3%3,6440.5%Business ServicesAVDEAvantis International Equity ETF$888,630$32,682 ▲3.8%14,0030.5%ETFDIMENSIONAL ETF TRUST$866,224$866,224 ▲New Holding16,3980.5%GLOBAL EX US CORAPHAmphenol$836,899$104,584 ▼-11.1%7,3380.5%Computer and TechnologyGOOGAlphabet$769,198$52,741 ▲7.4%4,9150.5%Computer and TechnologySTZConstellation Brands$761,824$55,860 ▲7.9%2,8640.5%Consumer StaplesVBVanguard Small-Cap ETF$735,868$12,918 ▼-1.7%3,2470.4%ETFIVEiShares S&P 500 Value ETF$725,970$725,970 ▲New Holding3,9100.4%ETFVWOVanguard FTSE Emerging Markets ETF$725,394$220,814 ▲43.8%17,2960.4%ETFZTSZoetis$707,330$41,588 ▼-5.6%4,2350.4%MedicalDUHPDimensional US High Profitability ETF$696,177$118,566 ▼-14.6%22,1360.4%ETFNKENIKE$681,612$22,122 ▲3.4%7,3640.4%Consumer DiscretionaryVOVanguard Mid-Cap ETF$678,688$42,697 ▼-5.9%2,7340.4%ETFEFViShares MSCI EAFE Value ETF$626,115$165,177 ▲35.8%11,5840.4%ETFIXUSiShares Core MSCI Total International Stock ETF$610,992$47,864 ▲8.5%9,0250.4%ManufacturingVXFVanguard Extended Market ETF$599,855$166,945 ▲38.6%3,4530.4%ETFSPYSPDR S&P 500 ETF Trust$599,801$13,051 ▼-2.1%1,1490.4%FinanceITGartner$550,966$222,010 ▲67.5%1,1540.3%Business ServicesLGLVSPDR SSGA US Large Cap Low Volatility Index ETF$547,773$15,607 ▼-2.8%3,5450.3%ETFUNHUnitedHealth Group$531,324$74,434 ▲16.3%1,0850.3%MedicalHYLBX-trackers USD High Yield Corporate Bond ETF$518,064$373,295 ▼-41.9%14,6470.3%ETFAPTVAptiv$483,455$29,704 ▼-5.8%6,1360.3%Business ServicesSRCLStericycle$474,526$14,826 ▼-3.0%9,1220.3%Business ServicesPIMCO ETF TR$473,951$276,305 ▲139.8%5,2180.3%ACTIVE BD ETFDIMENSIONAL ETF TRUST$423,811$423,811 ▲New Holding8,0450.3%GLOBAL CR ETFIYWiShares U.S. Technology ETF$419,934$419,934 ▲New Holding3,0980.2%ManufacturingGOOGLAlphabet$402,719$2,488 ▼-0.6%2,5900.2%Computer and TechnologyBXBlackstone$393,0900.0%3,0000.2%FinanceSPGSimon Property Group$390,607$14,581 ▲3.9%2,5450.2%FinanceSPEMSPDR Portfolio Emerging Markets ETF$388,592$157,687 ▼-28.9%10,7050.2%ETFADBEAdobe$386,609$17,071 ▲4.6%7700.2%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$384,665$2,784 ▼-0.7%4,1450.2%ETFCATCaterpillar$383,746$70,566 ▲22.5%1,0550.2%Industrial ProductsFICOFair Isaac$360,004$360,004 ▲New Holding2870.2%Computer and TechnologyDFUSDimensional U.S. Equity ETF$356,427$108,413 ▲43.7%6,2630.2%ETFXTiShares Exponential Technologies ETF$349,369$179 ▼-0.1%5,8560.2%ManufacturingMBBiShares MBS ETF$348,241$348,241 ▲New Holding3,8030.2%ETFNFLXNetflix$340,942$43,616 ▲14.7%5550.2%Consumer DiscretionaryPLDPrologis$340,651$26,735 ▲8.5%2,6630.2%FinanceCOSTCostco Wholesale$336,819$16,589 ▲5.2%4670.2%Retail/WholesaleJPMJPMorgan Chase & Co.$336,209$18,104 ▲5.7%1,6900.2%FinanceLHLaboratory Co. of America$334,6930.0%1,5470.2%MedicalILCGiShares Morningstar Growth ETF$332,986$151 ▲0.0%4,4110.2%ETFILMNIllumina$332,862$22,032 ▼-6.2%2,5080.2%MedicalWELLWelltower$331,348$46,639 ▲16.4%3,6020.2%FinanceFTECFidelity MSCI Information Technology Index ETF$330,239$8,420 ▼-2.5%2,1180.2%ETFABBVAbbVie$329,887$13,195 ▲4.2%1,8250.2%MedicalLRCXLam Research$328,900$42,217 ▲14.7%3350.2%Computer and TechnologyISRGIntuitive Surgical$317,870$63,969 ▲25.2%8050.2%MedicalDFGRDimensional Global Real Estate ETF$313,694$49,761 ▲18.9%12,4630.2%ETFEMXCiShares MSCI Emerging Markets ex China ETF$312,594$312,594 ▲New Holding5,4440.2%ManufacturingITOTiShares Core S&P Total U.S. Stock Market ETF$312,164$6,096 ▼-1.9%2,7140.2%ETFESGUiShares ESG Aware MSCI USA ETF$306,241$272,278 ▼-47.1%2,6690.2%ManufacturingFNDXSchwab Fundamental U.S. Large Company Index ETF$305,736$25,192 ▲9.0%4,5510.2%ETFAMEAMETEK$304,797$20,572 ▲7.2%1,6890.2%Computer and TechnologyHEFAiShares Currency Hedged MSCI EAFE ETF$302,873$302,873 ▲New Holding8,6920.2%ETFPFFiShares Preferred and Income Securities ETF$300,861$40,749 ▼-11.9%9,3620.2%ETFGWWW.W. Grainger$299,863$299,863 ▲New Holding2970.2%Industrial ProductsVGSHVanguard Short-Term Treasury Index ETF$293,349$17,912 ▼-5.8%5,0770.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. 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