Hixon Zuercher
Latest statistics and disclosures from Hixon Zuercher's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, JNJ, CAT, GSLC, JPM, and represent 17.59% of Hixon Zuercher's stock portfolio.
- Added to shares of these 10 stocks: TLT, DOX, HCA, PPG, MANH, BAC, BKR, PFE, AVGO, AEP.
- Started 12 new stock positions in HCA, DOX, PFE, PPG, AEP, OC, MMM, BAC, TLT, MANH. ZBRA, BKR.
- Reduced shares in these 10 stocks: SBUX, SHV, MA, TSLA, LOW, MCD, ORCL, COST, AAPL, MSFT.
- Hixon Zuercher was a net buyer of stock by $3.2M.
- Hixon Zuercher has $255M in assets under management (AUM), dropping by 7.60%.
- Central Index Key (CIK): 0001806752
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Portfolio Holdings for Hixon Zuercher
Hixon Zuercher holds 76 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 3.6 | $9.3M | -9% | 40k | 233.00 |
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| Johnson & Johnson (JNJ) | 3.6 | $9.1M | 56k | 162.06 |
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| Caterpillar (CAT) | 3.6 | $9.1M | -2% | 23k | 391.12 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 3.5 | $9.0M | 80k | 112.94 |
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| JPMorgan Chase & Co. (JPM) | 3.3 | $8.4M | 40k | 210.86 |
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| Stryker Corporation (SYK) | 3.1 | $8.0M | 22k | 361.26 |
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| Nextera Energy (NEE) | 3.0 | $7.7M | 91k | 84.53 |
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| Costco Wholesale Corporation (COST) | 2.8 | $7.2M | -14% | 8.2k | 886.49 |
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| Lowe's Companies (LOW) | 2.7 | $6.9M | -19% | 26k | 270.85 |
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| NVIDIA Corporation (NVDA) | 2.7 | $6.9M | -4% | 57k | 121.44 |
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| Microsoft Corporation (MSFT) | 2.6 | $6.5M | -10% | 15k | 430.31 |
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| Mastercard Incorporated Cl A (MA) | 2.5 | $6.4M | -25% | 13k | 493.82 |
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| Amazon (AMZN) | 2.5 | $6.3M | 34k | 186.33 |
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| Wal-Mart Stores (WMT) | 2.5 | $6.3M | 78k | 80.75 |
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| Exxon Mobil Corporation (XOM) | 2.4 | $6.2M | 53k | 117.22 |
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| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 2.4 | $6.1M | 169k | 36.17 |
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| Honeywell International (HON) | 2.0 | $5.0M | 24k | 206.71 |
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| Meta Platforms Cl A (META) | 1.9 | $4.9M | 8.6k | 572.45 |
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| Pepsi (PEP) | 1.9 | $4.8M | -2% | 28k | 170.05 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $4.7M | 29k | 165.85 |
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| Goldman Sachs (GS) | 1.8 | $4.7M | -2% | 9.5k | 495.11 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.8 | $4.7M | 10k | 460.24 |
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| Pacer Fds Tr Pacer Us Small (CALF) | 1.8 | $4.7M | 100k | 46.52 |
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| American Tower Reit (AMT) | 1.7 | $4.3M | -2% | 18k | 232.56 |
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| Ishares Tr Short Treas Bd (SHV) | 1.7 | $4.2M | -45% | 38k | 110.63 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.6 | $4.1M | NEW | 42k | 98.10 |
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| salesforce (CRM) | 1.6 | $4.1M | -2% | 15k | 273.71 |
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| Adobe Systems Incorporated (ADBE) | 1.5 | $3.9M | 7.5k | 517.78 |
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| Copart (CPRT) | 1.5 | $3.8M | +23% | 72k | 52.40 |
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| Netflix (NFLX) | 1.4 | $3.7M | 5.2k | 709.27 |
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| Amdocs SHS (DOX) | 1.3 | $3.3M | NEW | 38k | 87.48 |
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| Advanced Micro Devices (AMD) | 1.3 | $3.2M | -5% | 20k | 164.08 |
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| Charles Schwab Corporation (SCHW) | 1.3 | $3.2M | 49k | 64.81 |
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| MarketAxess Holdings (MKTX) | 1.1 | $2.7M | -4% | 11k | 256.21 |
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| TransDigm Group Incorporated (TDG) | 1.1 | $2.7M | 1.9k | 1427.13 |
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| Digital Realty Trust (DLR) | 1.0 | $2.6M | 16k | 161.83 |
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| Starbucks Corporation (SBUX) | 1.0 | $2.6M | -62% | 27k | 97.49 |
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| Abbott Laboratories (ABT) | 1.0 | $2.6M | 23k | 114.01 |
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| McDonald's Corporation (MCD) | 1.0 | $2.5M | -39% | 8.1k | 304.52 |
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| Oracle Corporation (ORCL) | 1.0 | $2.5M | -38% | 14k | 170.40 |
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| Air Products & Chemicals (APD) | 0.9 | $2.4M | 7.9k | 297.74 |
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| Hca Holdings (HCA) | 0.9 | $2.4M | NEW | 5.8k | 406.43 |
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| Prologis (PLD) | 0.9 | $2.3M | -5% | 18k | 126.28 |
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| Walt Disney Company (DIS) | 0.9 | $2.2M | 23k | 96.19 |
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| PPG Industries (PPG) | 0.8 | $2.2M | NEW | 16k | 132.46 |
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| Intercontinental Exchange (ICE) | 0.8 | $2.1M | -5% | 13k | 160.64 |
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| Deere & Company (DE) | 0.8 | $2.0M | 4.9k | 417.33 |
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| Manhattan Associates (MANH) | 0.8 | $2.0M | NEW | 7.2k | 281.38 |
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| Bank of America Corporation (BAC) | 0.8 | $2.0M | NEW | 50k | 39.68 |
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| Baker Hughes Company Cl A (BKR) | 0.8 | $2.0M | NEW | 55k | 36.15 |
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| Pfizer (PFE) | 0.7 | $1.9M | NEW | 66k | 28.94 |
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| Edwards Lifesciences (EW) | 0.7 | $1.8M | 28k | 65.99 |
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| Broadcom (AVGO) | 0.6 | $1.6M | +871% | 9.4k | 172.50 |
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| Eli Lilly & Co. (LLY) | 0.6 | $1.6M | 1.8k | 885.79 |
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| Amphenol Corp Cl A (APH) | 0.6 | $1.5M | -28% | 24k | 65.16 |
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| Tractor Supply Company (TSCO) | 0.6 | $1.5M | 5.2k | 290.93 |
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| Cdw (CDW) | 0.6 | $1.4M | 6.2k | 226.30 |
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| American Electric Power Company (AEP) | 0.6 | $1.4M | NEW | 14k | 102.60 |
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| Owens Corning (OC) | 0.5 | $1.3M | NEW | 7.5k | 176.52 |
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| Illumina (ILMN) | 0.5 | $1.2M | -2% | 9.3k | 130.41 |
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| Qualcomm (QCOM) | 0.5 | $1.2M | +4% | 7.1k | 170.05 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.4 | $1.1M | +48% | 21k | 50.74 |
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| Dollar General (DG) | 0.4 | $940k | +5% | 11k | 84.57 |
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| Procter & Gamble Company (PG) | 0.3 | $858k | 5.0k | 173.20 |
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| New York Times Cl A (NYT) | 0.3 | $696k | +2% | 13k | 55.67 |
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| Hershey Company (HSY) | 0.3 | $675k | +4% | 3.5k | 191.78 |
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| Marathon Petroleum Corp (MPC) | 0.3 | $662k | +6% | 4.1k | 162.91 |
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| Tesla Motors (TSLA) | 0.2 | $569k | -76% | 2.2k | 261.57 |
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| Abbvie (ABBV) | 0.2 | $563k | 2.9k | 197.48 |
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| Visa Com Cl A (V) | 0.2 | $547k | +3% | 2.0k | 274.95 |
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| Jack Henry & Associates (JKHY) | 0.2 | $441k | 2.5k | 176.54 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $289k | -8% | 4.9k | 59.51 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $278k | 2.1k | 135.07 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $270k | 2.3k | 117.62 |
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| 3M Company (MMM) | 0.1 | $246k | NEW | 1.8k | 136.70 |
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| Zebra Technologies Corporati Cl A (ZBRA) | 0.1 | $222k | NEW | 600.00 | 370.32 |
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Past Filings by Hixon Zuercher
SEC 13F filings are viewable for Hixon Zuercher going back to 2021
- 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
- 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