Hutchinson Financial Advisors, INC

RIA/Wealth

Hutchinson Financial Advisors, INC is a RIA/Wealth based in Glen Allen, VA led by Harvey Elwood Hutchinson, reporting $120.9M in AUM as of Q3 2025 with MSFT as the largest holding (5% allocation).

PresidentHarvey Elwood Hutchinson

Portfolio Value: $101.7M
Positions: 67
Top Holding: MSFT at 4.84%
Last Reported: Q3 2025

Address5243 Hickory Park Drive, Suite C, Glen Allen, VA, 23059, United States

Top Holdings

Largest long holdings in Hutchinson Financial Advisors, INC's portfolio (33% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Microsoft MSFT	Software - Infrastructure Technology	$4.9M	4.84%	+$88.6K Bought	0.00% 9.5K shares	Q2 2025 Held for 5 months
2 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$3.8M	3.74%	+$19.4K Bought	0.00% 15.6K shares	Q2 2025 Held for 5 months
3 GLDM SPDR Gold MiniShares Trust GLDM	Unknown Unknown	$3.7M	3.66%	+$2.1M Bought	— 48.8K shares	Q2 2025 Held for 5 months
4 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$3.5M	3.48%	+$612.3K Bought	0.00% 7.0K shares	Q2 2025 Held for 5 months
5 Apple AAPL	Consumer Electronics Technology	$3.3M	3.24%	+$61.9K Bought	0.00% 12.9K shares	Q2 2025 Held for 5 months
6 SPDR Portfolio S&P 500 ETF SPLG	ETF ETF	$3.1M	3.07%	-$521.3K Sold	— 39.9K shares	Q2 2025 Held for 5 months
7 SPDR Bloomberg 3-12 Month T-Bill BILS	ETF ETF	$2.9M	2.82%	+$594.4K Bought	— 28.8K shares	Q2 2025 Held for 5 months
8 Visa V	Financial - Credit Services Financial Services	$2.9M	2.81%	+$125.3K Bought	0.00% 8.4K shares	Q2 2025 Held for 5 months
9 Honeywell International HON	Conglomerates Industrials	$2.8M	2.72%	+$142.5K Bought	0.00% 13.2K shares	Q2 2025 Held for 5 months
10 Amazon AMZN	Specialty Retail Consumer Cyclical	$2.7M	2.67%	+$109.8K Bought	0.00% 12.4K shares	Q2 2025 Held for 5 months

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Hutchinson Financial Advisors, INC's latest filing

See all changes

GthenC

Increased Positions

Position	Shares Δ	Change
1 Dover DOV	New	0 → 8.4K +$1.4M
2 SPDR Bloomberg 1-3 Month T-Bill ETF BIL	New	0 → 13.4K +$1.2M
3 SPDR Bloomberg Short Term High Yield Bond SJNK	New	0 → 15.6K +$399.0K
4 Coca-Cola KO	New	0 → 4.3K +$287.9K
5 Viking Therapeutics VKTX	New	0 → 10.8K +$284.9K

Decreased Positions

Position	Shares Δ	Change
1 Enbridge ENB	-27.94%	58.9K → 42.4K −$830.5K
2 Mastercard MA	-23.04%	3.6K → 2.8K −$469.3K
3 Salesforce CRM	-20.31%	4.3K → 3.5K −$209.0K
4 SPDR Portfolio S&P 500 High Dividend ETF SPYD	-15.74%	27.5K → 23.2K −$189.1K
5 CrowdStrike Holdings, Inc. CRWD	-15.64%	4.6K → 3.8K −$349.2K