Hixon Zuercher
Latest statistics and disclosures from Hixon Zuercher's latest quarterly 13F-HR filing:
- Top 5 stock holdings are JPM, CAT, MSFT, MA, GSLC, and represent 18.62% of Hixon Zuercher's stock portfolio.
- Added to shares of these 10 stocks: CALF, NFLX, WMT, CPRT, DIS, QCOM, NEE, HON, AMT, JPST.
- Started 5 new stock positions in CALF, NFLX, QCOM, JPST, CPRT.
- Reduced shares in these 10 stocks: GSSC (-$5.1M), IVV, GSLC, NVDA, AMD, INTU, CASY, MSFT, ADBE, AAPL.
- Sold out of its positions in CASY, GSSC, INTU, IVV, AGG, NKE, SPY, MMM.
- Hixon Zuercher was a net buyer of stock by $3.0M.
- Hixon Zuercher has $237M in assets under management (AUM), dropping by 9.77%.
- Central Index Key (CIK): 0001806752
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Portfolio Holdings for Hixon Zuercher
Hixon Zuercher holds 61 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| JPMorgan Chase & Co. (JPM) | 3.9 | $9.2M | 46k | 200.30 |
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| Caterpillar (CAT) | 3.9 | $9.2M | 25k | 366.43 |
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| Microsoft Corporation (MSFT) | 3.7 | $8.8M | -11% | 21k | 420.71 |
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| Mastercard Incorporated Cl A (MA) | 3.6 | $8.5M | +2% | 18k | 481.56 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 3.5 | $8.3M | -23% | 80k | 103.79 |
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| Costco Wholesale Corporation (COST) | 3.5 | $8.3M | 11k | 732.63 |
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| Stryker Corporation (SYK) | 3.5 | $8.3M | 23k | 357.87 |
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| Apple (AAPL) | 3.2 | $7.6M | -7% | 45k | 171.48 |
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| Johnson & Johnson (JNJ) | 3.2 | $7.6M | +4% | 48k | 158.19 |
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| Lowe's Companies (LOW) | 3.1 | $7.3M | -3% | 29k | 254.73 |
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| NVIDIA Corporation (NVDA) | 3.0 | $7.1M | -21% | 7.8k | 903.61 |
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| Nextera Energy (NEE) | 2.9 | $6.8M | +17% | 106k | 63.91 |
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| Amazon (AMZN) | 2.9 | $6.8M | 38k | 180.38 |
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| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 2.8 | $6.6M | +5% | 193k | 34.29 |
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| Exxon Mobil Corporation (XOM) | 2.5 | $5.9M | +4% | 51k | 116.24 |
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| Starbucks Corporation (SBUX) | 2.4 | $5.6M | -4% | 62k | 91.39 |
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| Intercontinental Exchange (ICE) | 2.4 | $5.6M | +2% | 41k | 137.43 |
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| Pepsi (PEP) | 2.2 | $5.2M | +5% | 30k | 175.01 |
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| Wal-Mart Stores (WMT) | 2.2 | $5.1M | +208% | 85k | 60.17 |
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| Meta Platforms Cl A (META) | 2.1 | $5.1M | 11k | 485.58 |
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| Honeywell International (HON) | 2.0 | $4.8M | +12% | 23k | 205.25 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $4.6M | +3% | 31k | 150.93 |
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| Goldman Sachs (GS) | 1.9 | $4.5M | -7% | 11k | 417.69 |
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| Pacer Fds Tr Pacer Us Small (CALF) | 1.9 | $4.4M | NEW | 90k | 49.16 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $4.4M | 11k | 420.54 |
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| salesforce (CRM) | 1.8 | $4.2M | 14k | 301.18 |
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| Charles Schwab Corporation (SCHW) | 1.7 | $4.0M | +2% | 55k | 72.34 |
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| Netflix (NFLX) | 1.6 | $3.8M | NEW | 6.3k | 607.33 |
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| Advanced Micro Devices (AMD) | 1.6 | $3.7M | -27% | 21k | 180.49 |
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| Adobe Systems Incorporated (ADBE) | 1.5 | $3.5M | -16% | 7.0k | 504.60 |
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| American Tower Reit (AMT) | 1.4 | $3.4M | +14% | 17k | 197.59 |
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| McDonald's Corporation (MCD) | 1.4 | $3.3M | +3% | 12k | 281.96 |
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| Copart (CPRT) | 1.3 | $3.1M | NEW | 54k | 57.92 |
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| Oracle Corporation (ORCL) | 1.3 | $3.1M | +4% | 25k | 125.61 |
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| TransDigm Group Incorporated (TDG) | 1.2 | $2.8M | 2.3k | 1231.60 |
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| Walt Disney Company (DIS) | 1.2 | $2.8M | +598% | 23k | 122.36 |
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| Edwards Lifesciences (EW) | 1.1 | $2.5M | +4% | 27k | 95.56 |
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| Amphenol Corp Cl A (APH) | 1.1 | $2.5M | +2% | 22k | 115.35 |
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| Digital Realty Trust (DLR) | 1.1 | $2.5M | 17k | 144.04 |
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| Abbott Laboratories (ABT) | 1.0 | $2.3M | +5% | 20k | 113.66 |
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| Prologis (PLD) | 0.8 | $2.0M | +5% | 15k | 130.22 |
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| MarketAxess Holdings (MKTX) | 0.8 | $1.9M | +21% | 8.7k | 219.25 |
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| Deere & Company (DE) | 0.8 | $1.8M | +3% | 4.4k | 410.70 |
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| Broadcom (AVGO) | 0.7 | $1.7M | 1.3k | 1325.41 |
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| Air Products & Chemicals (APD) | 0.7 | $1.6M | +7% | 6.5k | 242.27 |
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| Illumina (ILMN) | 0.6 | $1.5M | +22% | 11k | 137.32 |
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| Tractor Supply Company (TSCO) | 0.6 | $1.5M | +4% | 5.7k | 261.72 |
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| Tesla Motors (TSLA) | 0.6 | $1.5M | +5% | 8.3k | 175.78 |
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| Cdw (CDW) | 0.6 | $1.5M | +4% | 5.7k | 255.78 |
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| Dollar General (DG) | 0.6 | $1.4M | +6% | 9.3k | 156.06 |
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| Eli Lilly & Co. (LLY) | 0.6 | $1.4M | -18% | 1.8k | 777.83 |
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| Qualcomm (QCOM) | 0.5 | $1.2M | NEW | 7.3k | 169.30 |
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| Procter & Gamble Company (PG) | 0.3 | $820k | -11% | 5.1k | 162.24 |
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| Marathon Petroleum Corp (MPC) | 0.2 | $586k | -19% | 2.9k | 201.51 |
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| Visa Com Cl A (V) | 0.2 | $536k | -2% | 1.9k | 279.08 |
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| Abbvie (ABBV) | 0.2 | $519k | -6% | 2.9k | 182.10 |
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| Jack Henry & Associates (JKHY) | 0.2 | $434k | 2.5k | 173.73 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.2 | $409k | NEW | 8.1k | 50.45 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $298k | 5.1k | 57.86 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $253k | +2% | 2.1k | 123.18 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $253k | 2.3k | 110.21 |
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Past Filings by Hixon Zuercher
SEC 13F filings are viewable for Hixon Zuercher going back to 2021
- Hixon Zuercher 2024 Q1 filed April 30, 2024
- Hixon Zuercher 2023 Q4 filed Jan. 12, 2024
- Hixon Zuercher 2023 Q3 filed Oct. 25, 2023
- Hixon Zuercher 2023 Q2 filed July 17, 2023
- Hixon Zuercher 2023 Q1 filed April 18, 2023
- Hixon Zuercher 2022 Q4 filed Jan. 20, 2023
- Hixon Zuercher 2022 Q3 filed Oct. 26, 2022
- Hixon Zuercher 2022 Q2 filed July 12, 2022
- Hixon Zuercher 2022 Q1 filed April 19, 2022
- Hixon Zuercher 2021 Q4 filed Jan. 24, 2022
- Hixon Zuercher 2019 Q4 filed Oct. 13, 2021
- Hixon Zuercher 2020 Q1 filed Oct. 13, 2021
- Hixon Zuercher 2020 Q2 filed Oct. 13, 2021
- Hixon Zuercher 2020 Q3 filed Oct. 13, 2021
- Hixon Zuercher 2020 Q4 filed Oct. 13, 2021
- Hixon Zuercher 2021 Q1 filed Oct. 13, 2021