Hixon Zuercher
Latest statistics and disclosures from Hixon Zuercher's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GSIE, GSLC, JNJ, JPM, JHMM, and represent 20.05% of Hixon Zuercher's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$8.4M), WFC (+$5.3M), CCK, NFLX, VTI, AGG, DELL, VXUS, META, HON.
- Started 5 new stock positions in VXUS, CCK, WFC, VTI, AGG.
- Reduced shares in these 10 stocks: GOOGL, COST, PPG, AAPL, AMD, ORCL, MSFT, , GEN, .
- Sold out of its positions in JKHY, MPC, PPG, TSLA.
- Hixon Zuercher was a net seller of stock by $-2.6M.
- Hixon Zuercher has $330M in assets under management (AUM), dropping by 0.39%.
- Central Index Key (CIK): 0001806752
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Portfolio Holdings for Hixon Zuercher
Hixon Zuercher holds 88 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 7.4 | $24M | 566k | 42.94 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 3.7 | $12M | 93k | 132.37 |
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| Johnson & Johnson (JNJ) | 3.1 | $10M | 50k | 206.95 |
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| JPMorgan Chase & Co. (JPM) | 3.0 | $9.8M | 30k | 322.22 |
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| John Hancock Exchange Traded Multifactor Mi (JHMM) | 2.9 | $9.5M | 145k | 65.48 |
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| Ishares Emng Mkts Eqt (EMGF) | 2.9 | $9.4M | 163k | 57.85 |
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| NVIDIA Corporation (NVDA) | 2.8 | $9.2M | -3% | 49k | 186.50 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.7 | $9.0M | +1628% | 13k | 684.95 |
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| Goldman Sachs (GS) | 2.5 | $8.3M | 9.5k | 878.96 |
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| Microsoft Corporation (MSFT) | 2.4 | $8.1M | -13% | 17k | 483.62 |
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| Stryker Corporation (SYK) | 2.4 | $8.0M | 23k | 351.47 |
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| Apple (AAPL) | 2.4 | $7.9M | -18% | 29k | 271.86 |
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| Nextera Energy (NEE) | 2.4 | $7.8M | 98k | 80.28 |
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| Amazon (AMZN) | 2.3 | $7.7M | -3% | 33k | 230.82 |
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| Mastercard Incorporated Cl A (MA) | 2.3 | $7.5M | 13k | 570.86 |
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| Exxon Mobil Corporation (XOM) | 2.1 | $6.9M | 57k | 120.34 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $6.8M | -28% | 22k | 313.00 |
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| Wal-Mart Stores (WMT) | 1.8 | $6.0M | 54k | 111.41 |
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| Meta Platforms Cl A (META) | 1.8 | $5.8M | +4% | 8.8k | 660.10 |
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| Lowe's Companies (LOW) | 1.7 | $5.7M | 24k | 241.16 |
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| Caterpillar (CAT) | 1.7 | $5.6M | -8% | 9.8k | 572.86 |
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| Wells Fargo & Company (WFC) | 1.6 | $5.3M | NEW | 57k | 93.20 |
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| Honeywell International (HON) | 1.6 | $5.3M | +3% | 27k | 195.09 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 1.6 | $5.2M | 48k | 110.15 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.5 | $5.0M | -2% | 58k | 87.16 |
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| Pepsi (PEP) | 1.5 | $5.0M | -4% | 35k | 143.52 |
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| Charles Schwab Corporation (SCHW) | 1.5 | $4.9M | 49k | 99.91 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.5 | $4.9M | 9.7k | 502.65 |
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| Dell Technologies CL C (DELL) | 1.4 | $4.8M | +7% | 38k | 125.88 |
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| salesforce (CRM) | 1.2 | $3.9M | +2% | 15k | 264.90 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.2 | $3.9M | 77k | 50.59 |
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| Bank of America Corporation (BAC) | 1.2 | $3.9M | -2% | 71k | 55.00 |
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| Broadcom (AVGO) | 1.1 | $3.6M | 10k | 346.11 |
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| Advanced Micro Devices (AMD) | 1.0 | $3.5M | -30% | 16k | 214.16 |
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| Amphenol Corp Cl A (APH) | 1.0 | $3.3M | 24k | 135.14 |
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| Copart (CPRT) | 1.0 | $3.2M | -13% | 81k | 39.15 |
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| Adobe Systems Incorporated (ADBE) | 0.9 | $3.1M | -15% | 8.9k | 349.99 |
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| Hca Holdings (HCA) | 0.9 | $3.0M | +4% | 6.5k | 466.84 |
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| Abbott Laboratories (ABT) | 0.9 | $2.9M | 23k | 125.29 |
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| Walt Disney Company (DIS) | 0.9 | $2.8M | 25k | 113.77 |
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| Baker Hughes Company Cl A (BKR) | 0.8 | $2.7M | -2% | 59k | 45.54 |
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| Edwards Lifesciences (EW) | 0.8 | $2.7M | +3% | 31k | 85.25 |
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| Amdocs SHS (DOX) | 0.8 | $2.6M | -17% | 32k | 80.51 |
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| TransDigm Group Incorporated (TDG) | 0.8 | $2.6M | +3% | 2.0k | 1329.63 |
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| Costco Wholesale Corporation (COST) | 0.8 | $2.6M | -50% | 3.0k | 862.33 |
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| Digital Realty Trust (DLR) | 0.8 | $2.5M | +2% | 16k | 154.71 |
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| Crown Holdings (CCK) | 0.7 | $2.4M | NEW | 24k | 102.97 |
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| Prologis (PLD) | 0.7 | $2.4M | -5% | 19k | 127.66 |
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| Nortonlifelock (GEN) | 0.7 | $2.3M | -27% | 85k | 27.19 |
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| Manhattan Associates (MANH) | 0.7 | $2.3M | -15% | 13k | 173.31 |
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| Progressive Corporation (PGR) | 0.7 | $2.2M | -17% | 9.6k | 227.72 |
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| Intercontinental Exchange (ICE) | 0.6 | $2.1M | 13k | 161.96 |
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| Dollar General (DG) | 0.6 | $2.1M | 16k | 132.77 |
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| Air Products & Chemicals (APD) | 0.6 | $2.0M | -2% | 8.3k | 247.02 |
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| Starbucks Corporation (SBUX) | 0.6 | $2.0M | -14% | 24k | 84.21 |
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| Netflix (NFLX) | 0.6 | $2.0M | +868% | 21k | 93.76 |
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| New York Times Cl A (NYT) | 0.6 | $2.0M | 28k | 69.42 |
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| Eli Lilly & Co. (LLY) | 0.6 | $1.9M | -2% | 1.8k | 1074.68 |
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| Pfizer (PFE) | 0.5 | $1.8M | -12% | 73k | 24.90 |
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| American Electric Power Company (AEP) | 0.5 | $1.8M | 15k | 115.31 |
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| Deere & Company (DE) | 0.5 | $1.7M | 3.7k | 465.56 |
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| McDonald's Corporation (MCD) | 0.5 | $1.6M | 5.4k | 305.63 |
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| Qualcomm (QCOM) | 0.5 | $1.6M | 9.2k | 171.05 |
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| Zoetis Cl A (ZTS) | 0.5 | $1.5M | -23% | 12k | 125.82 |
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| Tractor Supply Company (TSCO) | 0.4 | $1.4M | 28k | 50.01 |
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| American Tower Reit (AMT) | 0.4 | $1.2M | -16% | 7.0k | 175.58 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $1.2M | -2% | 13k | 89.46 |
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| Goldman Sachs Etf Tr Activebeta Us (GSSC) | 0.3 | $1.0M | -2% | 13k | 75.63 |
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| Cdw (CDW) | 0.3 | $937k | -14% | 6.9k | 136.21 |
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| Owens Corning (OC) | 0.3 | $882k | -15% | 7.9k | 111.92 |
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| Hershey Company (HSY) | 0.2 | $707k | -5% | 3.9k | 181.98 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $605k | -8% | 11k | 57.24 |
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| Visa Com Cl A (V) | 0.2 | $603k | -13% | 1.7k | 350.71 |
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| Oracle Corporation (ORCL) | 0.2 | $599k | -66% | 3.1k | 194.91 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $556k | -2% | 2.9k | 191.56 |
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| Abbvie (ABBV) | 0.2 | $548k | -15% | 2.4k | 228.49 |
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| Procter & Gamble Company (PG) | 0.2 | $546k | -14% | 3.8k | 143.31 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $520k | NEW | 1.6k | 335.21 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $494k | 3.5k | 141.14 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $488k | 4.0k | 121.62 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $452k | -31% | 1.4k | 313.80 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $445k | 6.6k | 67.22 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $439k | 3.7k | 120.18 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $379k | NEW | 3.8k | 99.88 |
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| Cameco Corporation (CCJ) | 0.1 | $366k | 4.0k | 91.49 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $295k | NEW | 3.9k | 75.45 |
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| 3M Company (MMM) | 0.1 | $256k | -15% | 1.6k | 160.10 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $211k | 1.6k | 131.59 |
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Past Filings by Hixon Zuercher
SEC 13F filings are viewable for Hixon Zuercher going back to 2021
- Hixon Zuercher 2025 Q4 filed Jan. 26, 2026
- Hixon Zuercher 2025 Q3 filed Oct. 14, 2025
- Hixon Zuercher 2025 Q2 filed July 31, 2025
- Hixon Zuercher 2025 Q1 filed April 25, 2025
- Hixon Zuercher 2024 Q4 filed Jan. 23, 2025
- Hixon Zuercher 2024 Q3 filed Oct. 30, 2024
- Hixon Zuercher 2024 Q2 filed July 30, 2024
- 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