HUTCHINSON FINANCIAL ADVISORS, INC

PrivateCIK: 2078477
Location

GLEN ALLEN, VA

67
Positions
$101.74M
Total AUM (reported)
919.19K
Total Shares

Allocation by class

TOTAL AUM$101.74M67 positions
COM$50.36M49.5%
CL A$7.24M7.1%
SPONSORED ADR$6.22M6.1%
CAP STK CL A$3.80M3.7%
SPDR GLD MINIS$3.72M3.7%
CL B NEW$3.54M3.5%
PORTFOLIO S&P500$3.12M3.1%

Portfolio Concentration

Top 312.2%4–1020.8%11–2531.8%Rest35.2%TOP 1033.0%0%100%
Top 3$12.45M12.2%
4–10$21.16M20.8%
11–25$32.31M31.8%
Rest$35.81M35.2%

Top 3 weight

12.2%

Top 10 weight

33.0%

Voting Authority Distribution

Total shares with voting rights: 919.19K

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

919.19K

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole67
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings67
Rows:

MICROSOFT CORP COM

SOLE
SPONSORED ADR
Shares9.50K
TypeSH
Market value$4.92M
4.84%
Sole
0.00
Shared
0.00
None
9.50K

ALPHABET INC CL A

SOLE
CAP STK CL A
Shares15.64K
TypeSH
Market value$3.80M
3.74%
Sole
0.00
Shared
0.00
None
15.64K

WORLD GOLD TR SPDR GOLD MINISHARES TR NEW

SOLE
SPDR GLD MINIS
Shares48.77K
TypeSH
Market value$3.72M
3.66%
Sole
0.00
Shared
0.00
None
48.77K

BERKSHIRE HATHAWAY INC DEL CL B NEW

SOLE
CL B NEW
Shares7.04K
TypeSH
Market value$3.54M
3.48%
Sole
0.00
Shared
0.00
None
7.04K

APPLE INC COM

SOLE
COM
Shares12.94K
TypeSH
Market value$3.30M
3.24%
Sole
0.00
Shared
0.00
None
12.94K

SPDR SER TR PORTFOLIO S&P 500 ETF

SOLE
PORTFOLIO S&P500
Shares39.90K
TypeSH
Market value$3.12M
3.07%
Sole
0.00
Shared
0.00
None
39.90K

SPDR SER TR SPDR BLOOMBERG 3-12 MONTH T BILL ETF

SOLE
BLOOMBERG 3-12 M
Shares28.80K
TypeSH
Market value$2.87M
2.82%
Sole
0.00
Shared
0.00
None
28.80K

VISA INC COM CL A

SOLE
COM CL A
Shares8.38K
TypeSH
Market value$2.86M
2.81%
Sole
0.00
Shared
0.00
None
8.38K

HONEYWELL INTL INC COM

SOLE
COM
Shares13.16K
TypeSH
Market value$2.77M
2.72%
Sole
0.00
Shared
0.00
None
13.16K

AMAZON COM INC COM

SOLE
COM
Shares12.35K
TypeSH
Market value$2.71M
2.67%
Sole
0.00
Shared
0.00
None
12.35K

SPDR INDEX SHS FDS SPDR PORT DEVELOPED WORLD EX-US ETF

SOLE
PORTFOLIO DEVLPD
Shares63.17K
TypeSH
Market value$2.70M
2.65%
Sole
0.00
Shared
0.00
None
63.17K

UBER TECHNOLOGIES INC COM

SOLE
COM
Shares27.11K
TypeSH
Market value$2.66M
2.61%
Sole
0.00
Shared
0.00
None
27.11K

BANK NEW YORK MELLON CORP COM

SOLE
COM
Shares23.93K
TypeSH
Market value$2.61M
2.56%
Sole
0.00
Shared
0.00
None
23.93K

ORACLE CORP COM

SOLE
COM
Shares8.79K
TypeSH
Market value$2.47M
2.43%
Sole
0.00
Shared
0.00
None
8.79K

SCHWAB CHARLES CORP NEW COM

SOLE
COM
Shares25.35K
TypeSH
Market value$2.42M
2.38%
Sole
0.00
Shared
0.00
None
25.35K

TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR ISIN#US8740391003

SOLE
SPONSORED ADS
Shares8.26K
TypeSH
Market value$2.31M
2.27%
Sole
0.00
Shared
0.00
None
8.26K

ENBRIDGE INC COM ISIN#CA29250N1050

SOLE
COM
Shares42.43K
TypeSH
Market value$2.14M
2.10%
Sole
0.00
Shared
0.00
None
42.43K

BOOKING HLDGS INC COM

SOLE
COM
Shares394.00
TypeSH
Market value$2.13M
2.09%
Sole
0.00
Shared
0.00
None
394.00

EXXON MOBIL CORP COM

SOLE
COM
Shares18.80K
TypeSH
Market value$2.12M
2.08%
Sole
0.00
Shared
0.00
None
18.80K

GENERAL DYNAMICS CORP COM

SOLE
COM
Shares5.88K
TypeSH
Market value$2.01M
1.97%
Sole
0.00
Shared
0.00
None
5.88K

CROWDSTRIKE HLDGS INC CL A

SOLE
CL A
Shares3.84K
TypeSH
Market value$1.88M
1.85%
Sole
0.00
Shared
0.00
None
3.84K

UNILEVER PLC SPON ADR NEW ISIN#US9047677045

SOLE
SPON ADR NEW
Shares31.53K
TypeSH
Market value$1.87M
1.84%
Sole
0.00
Shared
0.00
None
31.53K

JPMORGAN CHASE & CO COM

SOLE
COM
Shares5.48K
TypeSH
Market value$1.73M
1.70%
Sole
0.00
Shared
0.00
None
5.48K

BANK AMER CORP COM

SOLE
COM
Shares32.73K
TypeSH
Market value$1.69M
1.66%
Sole
0.00
Shared
0.00
None
32.73K

CONOCOPHILLIPS COM

SOLE
COM
Shares16.78K
TypeSH
Market value$1.59M
1.56%
Sole
0.00
Shared
0.00
None
16.78K
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