Hutchinson Financial Advisors, INC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Hutchinson Financial Advisors, INC reported 58 stock positions worth $89.3 million. Its top holding was Microsoft (MSFT) at 5.2% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 3.8%) and Honeywell International (HON, 3.3%).
- Most Recent 13F
- Q3 2025
- Location
- GLEN ALLEN, VA
- CIK
- 0002078477
- Portfolio Value
- $89.3M (Q2 2025)
- SEC Filing
- 0001214659-25-012199 ↗ filed Aug 14, 2025
Holdings Value
Holdings 58 stocks · $89.3M
| MSFT Microsoft Corp. | 5.20% | 9,331 | $4.6M | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 3.79% | 46,566 | $3.4M | — |
| HON Honeywell International Inc. | 3.26% | 12,481 | $2.9M | — |
| V Visa Inc. Class A | 3.19% | 8,011 | $2.8M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 3.17% | 5,821 | $2.8M | — |
| GOOGL Alphabet Inc. Class A | 3.07% | 15,565 | $2.7M | — |
| ENB Enbridge Inc. | 2.99% | 58,891 | $2.7M | — |
| AAPL Apple Inc. | 2.92% | 12,699 | $2.6M | — |
| AMZN Amazon.com Inc. | 2.91% | 11,851 | $2.6M | — |
| UBER Uber Technologies Inc. | 2.76% | 26,429 | $2.5M | — |
| CRWD CrowdStrike Holdings Inc. Class A | 2.60% | 4,551 | $2.3M | — |
| BKNG Booking Holdings Inc. | 2.55% | 394 | $2.3M | — |
| ORCL Oracle Corp. | 2.55% | 10,401 | $2.3M | — |
| BILS SS Spdrb B 3-12M T-Bill ETF | 2.54% | 22,830 | $2.3M | — |
| SCHW Schwab (charles) Corp. | 2.53% | 24,769 | $2.3M | — |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 2.38% | 23,336 | $2.1M | — |
| MA Mastercard Inc. Class A | 2.19% | 3,581 | $2.0M | — |
| UL Unilever PLC | 2.11% | 30,863 | $1.9M | — |
| XOM Exxon Mobil Corp. | 2.08% | 17,255 | $1.9M | — |
| TSM Taiwan Semiconductor-SP ADR | 2.08% | 8,188 | $1.9M | — |
| GD General Dynamics Corp. | 1.88% | 5,766 | $1.7M | — |
| CMCSA Comcast Corp. Class A | 1.88% | 47,011 | $1.7M | — |
| SPYV SS SPDR P S&P 500 Value ETF | 1.79% | 30,588 | $1.6M | — |
| JPM JPMorgan Chase & Co. | 1.74% | 5,351 | $1.6M | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.73% | 32,701 | $1.5M | — |
| META Meta Platforms Inc. Class A | 1.70% | 2,055 | $1.5M | — |
| COP Conocophillips | 1.67% | 16,641 | $1.5M | — |
| ELV Elevance Health Inc. | 1.63% | 3,746 | $1.5M | — |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.53% | 14,311 | $1.4M | — |
| GLDM SPDR Gold Minishares Trust | 1.53% | 20,809 | $1.4M | — |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.47% | 32,513 | $1.3M | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.42% | 10,233 | $1.3M | — |
| IQV Iqvia Holdings Inc. | 1.42% | 8,036 | $1.3M | — |
| PEP Pepsico Inc. | 1.36% | 9,223 | $1.2M | — |
| RTX RTX Corp. | 1.34% | 8,165 | $1.2M | — |
| CRM Salesforce Inc. | 1.33% | 4,343 | $1.2M | — |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 1.31% | 27,474 | $1.2M | — |
| NVS Novartis AG-Sponsored ADR | 1.28% | 9,422 | $1.1M | — |
| SNY Sanofi-ADR | 1.19% | 22,039 | $1.1M | — |
| JAAA Janus Henderson Aaa Clo ETF | 1.18% | 20,730 | $1.1M | — |
| BDX Becton Dickinson and Co. | 1.15% | 5,943 | $1.0M | — |
| ADI Analog Devices Inc. | 1.13% | 4,221 | $1.0M | — |
| ADBE Adobe Inc. | 1.00% | 2,316 | $896K | — |
| DEO Diageo PLC-Sponsored ADR | 0.92% | 8,169 | $824K | — |
| ADSK Autodesk Inc. | 0.91% | 2,638 | $817K | — |
| VAL Valaris Ltd. | 0.82% | 17,454 | $735K | — |
| VEEV Veeva Systems Inc. Class A | 0.75% | 2,322 | $669K | — |
| SPAB SS SPDR P Agg Bond ETF | 0.74% | 25,713 | $658K | — |
| FISV Fiserv Inc. | 0.71% | 3,690 | $636K | — |
| MDT Medtronic PLC | 0.71% | 7,260 | $633K | — |
| ASHR Xtrackers Harvest Csi 300 CH | 0.71% | 22,906 | $631K | — |
| ECL Ecolab Inc. | 0.68% | 2,268 | $611K | — |
| COR Cencora Inc. | 0.61% | 1,815 | $544K | — |
| URA Global X Uranium ETF | 0.59% | 13,539 | $525K | — |
| NVDA Nvidia Corp. | 0.53% | 2,975 | $470K | — |
| VOO Vanguard S&P 500 ETF | 0.28% | 445 | $253K | — |
| WFC Wells Fargo & Co. | 0.28% | 3,129 | $251K | — |
| GSK GSK PLC-Spon ADR | 0.23% | 5,255 | $202K | — |
Portfolio Sells Q2 2025
No earlier filing to compare with.
Portfolio Buys Q2 2025
No earlier filing to compare with.