Hutchinson Financial Advisors
GLEN ALLEN, VAfiles as Hutchinson Financial Advisors, INC
$102m in 67 US stocks at the end of 30 September 2025. The top 10 are 33.0% of the money. It changed about 10.2% of the portfolio this quarter.
Value
$102m
Stocks
67
Top 10 share
33.0%
Turnover
10.2%
What changed this quarter
New
Bought for the first time this quarter.
- DoverDOV1.4% of the fund
- Spdr Series TrustBIL1.2% of the fund
- Spdr Series TrustSJNK0.4% of the fund
- Coca-ColaKO0.3% of the fund
- Viking TherapeuticsVKTX0.3% of the fund
- Verizon CommunicationsVZ0.3% of the fund
- CorningGLW0.2% of the fund
- Philip Morris InternationalPM0.2% of the fund
- Sherwin-WilliamsSHW0.2% of the fund
Added
Bought more of a stock they already held.
- World Gold TRGLDM3.7% of the fund+134%
- Berkshire HathawayBRK-B3.5% of the fund+21%
- Spdr Series TrustBILS2.8% of the fund+26%
- VisaV2.8% of the fund+5%
- Honeywell InternationalHON2.7% of the fund+5%
- Amazon.comAMZN2.7% of the fund+4%
- Spdr Index SHS FDSSPDW2.7% of the fund+94%
- Uber TechnologiesUBER2.6% of the fund+3%
- Bank of New York MellonBNY2.6% of the fund+3%
- Charles SchwabSCHW2.4% of the fund+2%
- ExxonMobil HoldingsXOM2.1% of the fund+9%
- Unilever1.8% of the fund+2%
- JPMorgan ChaseJPM1.7% of the fund+2%
- RTXRTX1.4% of the fund+3%
- Elevance HealthELV1.2% of the fund+3%
- Novartis AGNVS1.2% of the fund+2%
- Becton DickinsonBDX1.1% of the fund+2%
- Analog DevicesADI1.0% of the fund+3%
- DiageoDEO0.8% of the fund+2%
- Spdr Series TrustSPAB0.7% of the fund+15%
- CencoraCOR0.7% of the fund+26%
- Veeva SystemsVEEV0.7% of the fund+2%
- NvidiaNVDA0.6% of the fund+3%
- Wells Fargo & CompanyWFC0.3% of the fund+17%
- GSKGSK0.2% of the fund+4%
Cut
Sold some of their stake.
- Spdr Series TrustSPYM3.1% of the fund-14%
- OracleORCL2.4% of the fund-15%
- EnbridgeENB2.1% of the fund-28%
- CrowdStrike HoldingsCRWD1.9% of the fund-16%
- MastercardMA1.5% of the fund-23%
- Spdr Series TrustSPYV1.4% of the fund-15%
- Walt DisneyDIS1.0% of the fund-11%
- Spdr Series TrustSPYD1.0% of the fund-16%
- Janus Detroit STR TRJAAA0.9% of the fund-9%
- SalesforceCRM0.8% of the fund-20%
- ValarisVAL0.8% of the fund-8%
- Vanguard Index FDSVOO0.3% of the fund-2%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- World Gold TRGLDM
- Share
- 3.7%
- Value
- $4m
- Shares
- 48,768
+134%
- Spdr Series TrustSPYM
- Share
- 3.1%
- Value
- $3m
- Shares
- 39,898
-14%
- Spdr Series TrustBILS
- Share
- 2.8%
- Value
- $3m
- Shares
- 28,803
+26%
- Spdr Index SHS FDSSPDW
- Share
- 2.7%
- Value
- $3m
- Shares
- 63,172
+94%
- Unilever
- Share
- 1.8%
- Value
- $2m
- Shares
- 31,532
+2%
- Spdr Series TrustSPYG
- Share
- 1.4%
- Value
- $1m
- Shares
- 14,112
Held
- Spdr Series TrustSPYV
- Share
- 1.4%
- Value
- $1m
- Shares
- 25,921
-15%
- Spdr Series TrustBIL
- Share
- 1.2%
- Value
- $1m
- Shares
- 13,422
New
- Sanofi SASNY
- Share
- 1.0%
- Value
- $1m
- Shares
- 22,436
Held
- Spdr Series TrustSPYD
- Share
- 1.0%
- Value
- $1m
- Shares
- 23,150
-16%
- Janus Detroit STR TRJAAA
- Share
- 0.9%
- Value
- $952,328
- Shares
- 18,786
-9%
- Spdr Series TrustSPAB
- Share
- 0.7%
- Value
- $758,620
- Shares
- 29,466
+15%
- DBX ETF TRASHR
- Share
- 0.7%
- Value
- $755,440
- Shares
- 22,906
Held
- Global X FDSURA
- Share
- 0.6%
- Value
- $645,404
- Shares
- 13,539
Held
- Spdr Series TrustSJNK
- Share
- 0.4%
- Value
- $399,027
- Shares
- 15,645
New
- Vanguard Index FDSVOO
- Share
- 0.3%
- Value
- $266,385
- Shares
- 435
-2%
- GSKGSK
- Share
- 0.2%
- Value
- $235,265
- Shares
- 5,451
+4%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| MicrosoftMSFT | 4.8% | $5m | 9,502 | Held |
| AlphabetGOOGL | 3.7% | $4m | 15,645 | Held |
| World Gold TRGLDM | 3.7% | $4m | 48,768 | +134% |
| Berkshire HathawayBRK-B | 3.5% | $4m | 7,039 | +21% |
| AppleAAPL | 3.2% | $3m | 12,942 | Held |
| Spdr Series TrustSPYM | 3.1% | $3m | 39,898 | -14% |
| Spdr Series TrustBILS | 2.8% | $3m | 28,803 | +26% |
| VisaV | 2.8% | $3m | 8,378 | +5% |
| Honeywell InternationalHON | 2.7% | $3m | 13,158 | +5% |
| Amazon.comAMZN | 2.7% | $3m | 12,351 | +4% |
| Spdr Index SHS FDSSPDW | 2.7% | $3m | 63,172 | +94% |
| Uber TechnologiesUBER | 2.6% | $3m | 27,114 | +3% |
| Bank of New York MellonBNY | 2.6% | $3m | 23,932 | +3% |
| OracleORCL | 2.4% | $2m | 8,795 | -15% |
| Charles SchwabSCHW | 2.4% | $2m | 25,347 | +2% |
| Taiwan Semiconductor ManufacturingTSM | 2.3% | $2m | 8,263 | Held |
| EnbridgeENB | 2.1% | $2m | 42,434 | -28% |
| Booking HoldingsBKNG | 2.1% | $2m | 394 | Held |
| ExxonMobil HoldingsXOM | 2.1% | $2m | 18,799 | +9% |
| General DynamicsGD | 2.0% | $2m | 5,880 | Held |
| CrowdStrike HoldingsCRWD | 1.9% | $2m | 3,839 | -16% |
| Unilever | 1.8% | $2m | 31,532 | +2% |
| JPMorgan ChaseJPM | 1.7% | $2m | 5,478 | +2% |
| Bank of AmericaBAC | 1.7% | $2m | 32,732 | Held |
| ConocoPhillipsCOP | 1.6% | $2m | 16,778 | Held |
| MastercardMA | 1.5% | $2m | 2,756 | -23% |
| Iqvia HoldingsIQV | 1.5% | $2m | 8,036 | Held |
| Meta PlatformsMETA | 1.5% | $2m | 2,055 | Held |
| ComcastCMCSA | 1.5% | $1m | 47,667 | Held |
| Spdr Series TrustSPYG | 1.4% | $1m | 14,112 | Held |
| Spdr Series TrustSPYV | 1.4% | $1m | 25,921 | -15% |
| DoverDOV | 1.4% | $1m | 8,442 | New |
| RTXRTX | 1.4% | $1m | 8,394 | +3% |
| PepsiCoPEP | 1.3% | $1m | 9,278 | Held |
| Elevance HealthELV | 1.2% | $1m | 3,854 | +3% |
| Novartis AGNVS | 1.2% | $1m | 9,656 | +2% |
| Spdr Series TrustBIL | 1.2% | $1m | 13,422 | New |
| Becton DickinsonBDX | 1.1% | $1m | 6,065 | +2% |
| Analog DevicesADI | 1.0% | $1m | 4,329 | +3% |
| Sanofi SASNY | 1.0% | $1m | 22,436 | Held |
| Walt DisneyDIS | 1.0% | $1m | 9,096 | -11% |
| Spdr Series TrustSPYD | 1.0% | $1m | 23,150 | -16% |
| Janus Detroit STR TRJAAA | 0.9% | $952,328 | 18,786 | -9% |
| AutodeskADSK | 0.8% | $852,626 | 2,684 | Held |
| SalesforceCRM | 0.8% | $820,257 | 3,461 | -20% |
| AdobeADBE | 0.8% | $816,969 | 2,316 | Held |
| DiageoDEO | 0.8% | $795,218 | 8,333 | +2% |
| ValarisVAL | 0.8% | $784,124 | 16,078 | -8% |
| Spdr Series TrustSPAB | 0.7% | $758,620 | 29,466 | +15% |
| DBX ETF TRASHR | 0.7% | $755,440 | 22,906 | Held |
| CencoraCOR | 0.7% | $714,756 | 2,287 | +26% |
| Veeva SystemsVEEV | 0.7% | $708,728 | 2,379 | +2% |
| MedtronicMDT | 0.7% | $699,347 | 7,343 | Held |
| Global X FDSURA | 0.6% | $645,404 | 13,539 | Held |
| EcolabECL | 0.6% | $621,114 | 2,268 | Held |
| NvidiaNVDA | 0.6% | $570,002 | 3,055 | +3% |
| FiservFISV | 0.5% | $475,752 | 3,690 | Held |
| Spdr Series TrustSJNK | 0.4% | $399,027 | 15,645 | New |
| Wells Fargo & CompanyWFC | 0.3% | $306,362 | 3,655 | +17% |
| Coca-ColaKO | 0.3% | $287,895 | 4,341 | New |
| Viking TherapeuticsVKTX | 0.3% | $284,928 | 10,842 | New |
| Vanguard Index FDSVOO | 0.3% | $266,385 | 435 | -2% |
| Verizon CommunicationsVZ | 0.3% | $257,239 | 5,853 | New |
| GSKGSK | 0.2% | $235,265 | 5,451 | +4% |
| CorningGLW | 0.2% | $231,489 | 2,822 | New |
| Philip Morris InternationalPM | 0.2% | $212,806 | 1,312 | New |
| Sherwin-WilliamsSHW | 0.2% | $209,487 | 605 | New |
Over time and by industry
Value over time
Sep '25
Value is up 14.0% since 30 June 2025.
Where the money is
Technology18.9%
Financial services16.9%
Industrials10.1%
Media & telecom8.0%
Health care7.4%
Energy6.5%
Retail & consumer4.8%
Everyday goods2.6%
Materials0.8%
Other24.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.