Hutchinson Financial Advisors, Inc Top Holdings and 13F Report (2025) About Hutchinson Financial Advisors, IncInvestment ActivityHutchinson Financial Advisors, Inc has $101.74 million in total holdings as of September 30, 2025.Hutchinson Financial Advisors, Inc owns shares of 67 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 10.62% of the portfolio was purchased this quarter.About 3.54% of the portfolio was sold this quarter.This quarter, Hutchinson Financial Advisors, Inc has purchased 58 new stocks and bought additional shares in 37 stocks.Hutchinson Financial Advisors, Inc sold shares of 13 stocks and completely divested from 0 stocks this quarter.Largest Holdings Microsoft $4,921,561Alphabet $3,803,300SPDR Gold MiniShares Trust $3,724,950Berkshire Hathaway $3,538,787Apple $3,295,421 Largest New Holdings this Quarter 260003108 - Dover $1,408,379 Holding78468R663 - SPDR Bloomberg 1-3 Month T-Bill ETF $1,231,469 Holding78468R408 - SPDR Bloomberg Short Term High Yield Bond ETF $399,027 Holding191216100 - CocaCola $287,895 Holding92686J106 - Viking Therapeutics $284,928 Holding Largest Purchases this Quarter SPDR Gold MiniShares Trust 27,959 shares (about $2.14M)Dover 8,442 shares (about $1.41M)SPDR Portfolio Developed World ex-US ETF 30,659 shares (about $1.31M)SPDR Bloomberg 1-3 Month T-Bill ETF 13,422 shares (about $1.23M)Berkshire Hathaway 1,218 shares (about $612.34K) Largest Sales this Quarter Enbridge 16,457 shares (about $830.54K)SPDR Portfolio S&P 500 ETF 6,668 shares (about $521.30K)Mastercard 825 shares (about $469.27K)Oracle 1,606 shares (about $451.67K)CrowdStrike 712 shares (about $349.15K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHutchinson Financial Advisors, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$4,921,561$88,569 ▲1.8%9,5024.8%Computer and TechnologyGOOGLAlphabet$3,803,300$19,448 ▲0.5%15,6453.7%Computer and TechnologyGLDMSPDR Gold MiniShares Trust$3,724,950$2,135,537 ▲134.4%48,7683.7%FinanceBRK.BBerkshire Hathaway$3,538,787$612,337 ▲20.9%7,0393.5%FinanceAAPLApple$3,295,421$61,875 ▲1.9%12,9423.2%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$3,119,185$521,297 ▼-14.3%39,8983.1%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$2,866,475$594,433 ▲26.2%28,8032.8%ETFVVisa$2,860,082$125,286 ▲4.6%8,3782.8%Business ServicesHONHoneywell International$2,769,759$142,509 ▲5.4%13,1582.7%Multi-Sector ConglomeratesAMZNAmazon.com$2,711,909$109,785 ▲4.2%12,3512.7%Retail/WholesaleSPDWSPDR Portfolio Developed World ex-US ETF$2,696,925$1,308,887 ▲94.3%63,1722.7%ETFUBERUber Technologies$2,656,359$67,109 ▲2.6%27,1142.6%Computer and TechnologyBKBank of New York Mellon$2,607,631$64,940 ▲2.6%23,9322.6%FinanceORCLOracle$2,473,506$451,671 ▼-15.4%8,7952.4%Computer and TechnologySCHWCharles Schwab$2,419,878$55,182 ▲2.3%25,3472.4%FinanceTSMTaiwan Semiconductor Manufacturing$2,307,773$20,947 ▲0.9%8,2632.3%Computer and TechnologyENBEnbridge$2,141,523$830,538 ▼-27.9%42,4342.1%EnergyBKNGBooking$2,127,3120.0%3942.1%Retail/WholesaleXOMExxon Mobil$2,119,531$174,081 ▲8.9%18,7992.1%EnergyGDGeneral Dynamics$2,005,080$38,874 ▲2.0%5,8802.0%AerospaceCRWDCrowdStrike$1,882,569$349,151 ▼-15.6%3,8391.9%Computer and TechnologyULUnilever$1,869,217$39,658 ▲2.2%31,5321.8%Consumer StaplesJPMJPMorgan Chase & Co.$1,727,926$40,060 ▲2.4%5,4781.7%FinanceBACBank of America$1,688,644$1,599 ▲0.1%32,7321.7%FinanceCOPConocoPhillips$1,587,031$12,959 ▲0.8%16,7781.6%EnergyMAMastercard$1,567,640$469,268 ▼-23.0%2,7561.5%Business ServicesIQVIQVIA$1,526,3580.0%8,0361.5%MedicalMETAMeta Platforms$1,509,1510.0%2,0551.5%Computer and TechnologyCMCSAComcast$1,497,697$20,612 ▲1.4%47,6671.5%Consumer DiscretionarySPYGSPDR Portfolio S&P 500 Growth ETF$1,474,845$20,797 ▼-1.4%14,1121.4%ETFSPYVSPDR Portfolio S&P 500 Value ETF$1,434,209$258,225 ▼-15.3%25,9211.4%ETFDOVDover$1,408,379$1,408,379 ▲New Holding8,4421.4%IndustrialsRTXRTX$1,404,568$38,319 ▲2.8%8,3941.4%AerospacePEPPepsiCo$1,303,002$7,724 ▲0.6%9,2781.3%Consumer StaplesELVElevance Health$1,245,304$34,897 ▲2.9%3,8541.2%MedicalNVSNovartis$1,238,285$30,008 ▲2.5%9,6561.2%MedicalBILSPDR Bloomberg 1-3 Month T-Bill ETF$1,231,469$1,231,469 ▲New Holding13,4221.2%ETFBDXBecton, Dickinson and Company$1,135,186$22,835 ▲2.1%6,0651.1%MedicalADIAnalog Devices$1,063,635$26,536 ▲2.6%4,3291.0%Computer and TechnologySNYSanofi$1,058,979$18,738 ▲1.8%22,4361.0%MedicalDISWalt Disney$1,041,492$130,187 ▼-11.1%9,0961.0%Consumer DiscretionarySPYDSPDR Portfolio S&P 500 High Dividend ETF$1,012,484$189,114 ▼-15.7%23,1501.0%ETFJAAAJanus Henderson AAA CLO ETF$952,328$98,548 ▼-9.4%18,7860.9%ETFADSKAutodesk$852,626$14,613 ▲1.7%2,6840.8%Computer and TechnologyCRMSalesforce$820,257$209,034 ▼-20.3%3,4610.8%Computer and TechnologyADBEAdobe$816,9690.0%2,3160.8%Computer and TechnologyDEODiageo$795,218$15,651 ▲2.0%8,3330.8%Consumer StaplesVALValaris$784,124$67,108 ▼-7.9%16,0780.8%EnergySPABSPDR Portfolio Aggregate Bond ETF$758,620$96,623 ▲14.6%29,4660.7%ETFASHRXtrackers Harvest CSI 300 China A-Shares ETF$755,4400.0%22,9060.7%ETFCORCencora$714,756$147,514 ▲26.0%2,2870.7%MedicalVEEVVeeva Systems$708,728$16,981 ▲2.5%2,3790.7%MedicalMDTMedtronic$699,347$7,905 ▲1.1%7,3430.7%MedicalURAGlobal X Uranium ETF$645,4040.0%13,5390.6%ETFECLEcolab$621,1140.0%2,2680.6%Basic MaterialsNVDANVIDIA$570,002$14,926 ▲2.7%3,0550.6%Computer and TechnologyFIFiserv$475,7520.0%3,6900.5%Business ServicesSJNKSPDR Bloomberg Short Term High Yield Bond ETF$399,027$399,027 ▲New Holding15,6450.4%ETFWFCWells Fargo & Company$306,362$44,089 ▲16.8%3,6550.3%FinanceKOCocaCola$287,895$287,895 ▲New Holding4,3410.3%Consumer StaplesVKTXViking Therapeutics$284,928$284,928 ▲New Holding10,8420.3%MedicalVOOVanguard S&P 500 ETF$266,385$6,124 ▼-2.2%4350.3%ETFVZVerizon Communications$257,239$257,239 ▲New Holding5,8530.3%Computer and TechnologyGSKGSK$235,265$8,459 ▲3.7%5,4510.2%MedicalGLWCorning$231,489$231,489 ▲New Holding2,8220.2%Computer and TechnologyPMPhilip Morris International$212,806$212,806 ▲New Holding1,3120.2%Consumer StaplesSHWSherwin-Williams$209,487$209,487 ▲New Holding6050.2%Basic MaterialsShowing 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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
