Hutchinson Financial Advisors, INC
CIK 2078477 · Holdings on Sep 30, 2025 · First reported Oct 14, 2025
Top ten holdings
Q3 2025- MSFT4.84%
- GOOGL3.74%
- GLDM3.66%
- BRK.B3.48%
- AAPL3.24%
- SPYM3.07%
- BILS2.82%
- V2.81%
- HON2.72%
- AMZN2.67%
Share classes counted separately33.05%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- GLDMWeight increased · +2.13 pp1.53% → 3.66%Shares +27.96K (+134.36%)
- SPDWWeight increased · +1.18 pp1.47% → 2.65%Shares +30.66K (+94.30%)
- ENBWeight decreased · -0.89 pp2.99% → 2.10%Shares -16.46K (-27.94%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MSFTMICROSOFT CORPSPONSORED ADR View history and evidence | $4.92M | 4.84% | 9.50K shares | 5.20% → 4.84%-0.36 pp +171 (+1.83%) | Added | ▾ |
| 02 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $3.80M | 3.74% | 15.64K shares | 3.07% → 3.74%+0.67 pp +80 (+0.51%) | Added | ▾ |
| 03 | GLDMSPDR GOLD MINISHARES TRUSTSPDR GLD MINIS View history and evidence | $3.72M | 3.66% | 48.77K shares | 1.53% → 3.66%+2.13 pp +27.96K (+134.36%) | Added | ▾ |
| 04 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $3.54M | 3.48% | 7.04K shares | 3.17% → 3.48%+0.31 pp +1.22K (+20.92%) | Added | ▾ |
| 05 | AAPLAPPLE INC View history and evidence | $3.30M | 3.24% | 12.94K shares | 2.92% → 3.24%+0.32 pp +243 (+1.91%) | Added | ▾ |
| 06 | SPYMSTE STR SPDR PT S&P 500 ETFPORTFOLIO S&P500 View history and evidence | $3.12M | 3.07% | 39.90K shares | 3.79% → 3.07%-0.72 pp -6.67K (-14.32%) | Reduced | ▾ |
| 07 | BILSSS SPDRB B 3-12M T-BILL ETFBLOOMBERG 3-12 M View history and evidence | $2.87M | 2.82% | 28.80K shares | 2.54% → 2.82%+0.28 pp +5.97K (+26.16%) | Added | ▾ |
| 08 | VVISA INC-CLASS A SHARESCOM CL A View history and evidence | $2.86M | 2.81% | 8.38K shares | 3.19% → 2.81%-0.38 pp +367 (+4.58%) | Added | ▾ |
| 09 | HONHONEYWELL INTERNATIONAL INC View history and evidence | $2.77M | 2.72% | 13.16K shares | 3.26% → 2.72%-0.54 pp +677 (+5.42%) | Added | ▾ |
| 10 | AMZNAMAZON.COM INC View history and evidence | $2.71M | 2.67% | 12.35K shares | 2.91% → 2.67%-0.24 pp +500 (+4.22%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2078477 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-10-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 101736585
}Research all 67 reported holdings.
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