Hixon Zuercher as of March 31, 2021
Portfolio Holdings for Hixon Zuercher
Hixon Zuercher holds 56 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 5.9 | $8.9M | 73k | 122.16 | |
| Microsoft Corporation (MSFT) | 4.8 | $7.3M | 31k | 235.77 | |
| Mastercard Incorporated Cl A (MA) | 4.3 | $6.5M | 18k | 356.06 | |
| Johnson & Johnson (JNJ) | 4.2 | $6.4M | 39k | 164.35 | |
| Costco Wholesale Corporation (COST) | 3.9 | $5.9M | 17k | 352.46 | |
| Amazon (AMZN) | 3.7 | $5.6M | 1.8k | 3094.30 | |
| MarketAxess Holdings (MKTX) | 3.5 | $5.4M | 11k | 497.95 | |
| Paypal Holdings (PYPL) | 3.3 | $5.0M | 21k | 242.82 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $5.0M | 2.4k | 2062.50 | |
| NVIDIA Corporation (NVDA) | 3.3 | $4.9M | 9.2k | 533.91 | |
| Facebook Cl A (META) | 3.2 | $4.8M | 16k | 294.53 | |
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 3.2 | $4.8M | 146k | 33.04 | |
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 3.1 | $4.7M | 60k | 79.13 | |
| Wal-Mart Stores (WMT) | 3.1 | $4.7M | 35k | 135.84 | |
| Intercontinental Exchange (ICE) | 2.6 | $4.0M | 36k | 111.67 | |
| Stryker Corporation (SYK) | 2.5 | $3.9M | 16k | 243.57 | |
| Pepsi (PEP) | 2.5 | $3.8M | 27k | 141.46 | |
| Adobe Systems Incorporated (ADBE) | 2.4 | $3.7M | 7.7k | 475.32 | |
| salesforce (CRM) | 2.3 | $3.5M | 17k | 211.84 | |
| Goldman Sachs Etf Tr Activebeta Us (GSSC) | 2.3 | $3.5M | 56k | 62.38 | |
| Nextera Energy (NEE) | 2.2 | $3.3M | 43k | 75.61 | |
| Starbucks Corporation (SBUX) | 2.1 | $3.2M | 30k | 109.28 | |
| Tesla Motors (TSLA) | 2.1 | $3.2M | 4.8k | 667.86 | |
| Verizon Communications (VZ) | 2.0 | $3.1M | 53k | 58.16 | |
| Digital Realty Trust (DLR) | 1.7 | $2.6M | 19k | 140.83 | |
| Exxon Mobil Corporation (XOM) | 1.6 | $2.4M | 43k | 55.83 | |
| Edwards Lifesciences (EW) | 1.5 | $2.3M | 28k | 83.63 | |
| McDonald's Corporation (MCD) | 1.4 | $2.2M | 9.6k | 224.13 | |
| American Tower Reit (AMT) | 1.4 | $2.1M | 8.9k | 239.05 | |
| Lowe's Companies (LOW) | 1.2 | $1.8M | 9.5k | 190.22 | |
| JPMorgan Chase & Co. (JPM) | 1.2 | $1.8M | 12k | 152.27 | |
| Eli Lilly & Co. (LLY) | 1.2 | $1.8M | 9.4k | 186.79 | |
| Qualcomm (QCOM) | 1.1 | $1.7M | 13k | 132.61 | |
| Illumina (ILMN) | 1.1 | $1.6M | 4.2k | 383.99 | |
| Square Cl A (SQ) | 1.0 | $1.6M | 7.0k | 226.99 | |
| Honeywell International (HON) | 1.0 | $1.5M | 7.0k | 217.06 | |
| At&t (T) | 0.9 | $1.4M | 45k | 30.26 | |
| Abbott Laboratories (ABT) | 0.9 | $1.3M | 11k | 119.88 | |
| Caterpillar (CAT) | 0.8 | $1.2M | 5.1k | 231.81 | |
| Pfizer (PFE) | 0.7 | $1.1M | 31k | 36.22 | |
| Oracle Corporation (ORCL) | 0.7 | $1.1M | 16k | 70.19 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $1.1M | 4.1k | 255.45 | |
| Gilead Sciences (GILD) | 0.7 | $994k | 15k | 64.65 | |
| Walt Disney Company (DIS) | 0.6 | $833k | 4.5k | 184.62 | |
| Procter & Gamble Company (PG) | 0.5 | $687k | 5.1k | 135.37 | |
| Deere & Company (DE) | 0.3 | $447k | 1.2k | 374.06 | |
| Visa Com Cl A (V) | 0.2 | $342k | 1.6k | 211.63 | |
| Walgreen Boots Alliance (WBA) | 0.2 | $320k | 5.8k | 54.95 | |
| Intuit (INTU) | 0.2 | $318k | 830.00 | 383.13 | |
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $309k | 2.7k | 114.23 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 0.2 | $291k | 600.00 | 485.00 | |
| 3M Company (MMM) | 0.2 | $289k | 1.5k | 192.67 | |
| Nike CL B (NKE) | 0.2 | $269k | 2.0k | 132.97 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $263k | 2.8k | 95.01 | |
| Abbvie (ABBV) | 0.2 | $260k | 2.4k | 108.33 | |
| Spdr Ser Tr Spdr Bloomberg (BIL) | 0.2 | $238k | 2.6k | 91.33 |
