Hixon Zuercher
Latest statistics and disclosures from Hixon Zuercher's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GSIE, GSLC, MSFT, NVDA, JPM, and represent 19.62% of Hixon Zuercher's stock portfolio.
- Added to shares of these 10 stocks: GEN, IEFA, GSLC, PEP, ADBE, JPST, JHMM, GOOGL, RSP, GSIE.
- Started 9 new stock positions in GEN, RSP, IJR, CCJ, IEFA, IJJ, GOOG, IVV, IEMG.
- Reduced shares in these 10 stocks: CAT (-$5.1M), NFLX, GSSC, ORCL, JPM, MPC, DELL, EMGF, GS, SCHW.
- Hixon Zuercher was a net buyer of stock by $3.3M.
- Hixon Zuercher has $329M in assets under management (AUM), dropping by 6.17%.
- Central Index Key (CIK): 0001806752
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Portfolio Holdings for Hixon Zuercher
Hixon Zuercher holds 87 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 7.1 | $23M | +2% | 568k | 41.11 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 3.7 | $12M | +8% | 93k | 130.28 |
|
| Microsoft Corporation (MSFT) | 3.0 | $9.9M | +4% | 19k | 517.95 |
|
| NVIDIA Corporation (NVDA) | 2.9 | $9.6M | +3% | 51k | 186.58 |
|
| JPMorgan Chase & Co. (JPM) | 2.9 | $9.5M | -11% | 30k | 315.43 |
|
| John Hancock Exchange Traded Multifactor Mi (JHMM) | 2.8 | $9.3M | +7% | 145k | 64.69 |
|
| Ishares Emng Mkts Eqt (EMGF) | 2.8 | $9.3M | -2% | 164k | 56.58 |
|
| Johnson & Johnson (JNJ) | 2.8 | $9.2M | 50k | 185.42 |
|
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| Apple (AAPL) | 2.7 | $9.0M | +6% | 35k | 254.63 |
|
| Stryker Corporation (SYK) | 2.5 | $8.3M | 23k | 369.67 |
|
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| Goldman Sachs (GS) | 2.3 | $7.6M | -2% | 9.6k | 796.39 |
|
| Amazon (AMZN) | 2.3 | $7.6M | +3% | 35k | 219.57 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $7.5M | +9% | 31k | 243.10 |
|
| Mastercard Incorporated Cl A (MA) | 2.3 | $7.4M | 13k | 568.80 |
|
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| Nextera Energy (NEE) | 2.2 | $7.3M | 97k | 75.49 |
|
|
| Exxon Mobil Corporation (XOM) | 2.0 | $6.4M | 57k | 112.75 |
|
|
| Meta Platforms Cl A (META) | 1.9 | $6.2M | +3% | 8.5k | 734.38 |
|
| Lowe's Companies (LOW) | 1.8 | $5.8M | 23k | 251.31 |
|
|
| Wal-Mart Stores (WMT) | 1.7 | $5.6M | 54k | 103.06 |
|
|
| Costco Wholesale Corporation (COST) | 1.7 | $5.6M | +2% | 6.0k | 925.59 |
|
| Honeywell International (HON) | 1.7 | $5.5M | 26k | 210.50 |
|
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.6 | $5.3M | +7% | 59k | 89.37 |
|
| Ishares Tr Short Treas Bd (SHV) | 1.6 | $5.2M | +8% | 48k | 110.49 |
|
| Caterpillar (CAT) | 1.6 | $5.1M | -49% | 11k | 477.16 |
|
| Pepsi (PEP) | 1.6 | $5.1M | +18% | 36k | 140.44 |
|
| Dell Technologies CL C (DELL) | 1.5 | $5.0M | -4% | 36k | 141.77 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.5 | $4.9M | 9.8k | 502.74 |
|
|
| Charles Schwab Corporation (SCHW) | 1.4 | $4.7M | -3% | 49k | 95.47 |
|
| Copart (CPRT) | 1.3 | $4.2M | +5% | 94k | 44.97 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.2 | $3.9M | +24% | 77k | 50.73 |
|
| Advanced Micro Devices (AMD) | 1.1 | $3.7M | -3% | 23k | 161.79 |
|
| Bank of America Corporation (BAC) | 1.1 | $3.7M | +4% | 73k | 51.59 |
|
| Adobe Systems Incorporated (ADBE) | 1.1 | $3.7M | +27% | 11k | 352.75 |
|
| Broadcom (AVGO) | 1.1 | $3.5M | +17% | 11k | 329.92 |
|
| salesforce (CRM) | 1.0 | $3.4M | 14k | 237.00 |
|
|
| Nortonlifelock (GEN) | 1.0 | $3.3M | NEW | 118k | 28.39 |
|
| Manhattan Associates (MANH) | 1.0 | $3.2M | 16k | 204.98 |
|
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| Amdocs SHS (DOX) | 1.0 | $3.2M | 39k | 82.05 |
|
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| Abbott Laboratories (ABT) | 1.0 | $3.1M | 24k | 133.94 |
|
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| Amphenol Corp Cl A (APH) | 0.9 | $3.1M | +4% | 25k | 123.75 |
|
| Baker Hughes Company Cl A (BKR) | 0.9 | $3.0M | 61k | 48.72 |
|
|
| Progressive Corporation (PGR) | 0.9 | $2.9M | +6% | 12k | 246.95 |
|
| Walt Disney Company (DIS) | 0.9 | $2.9M | +2% | 25k | 114.50 |
|
| Digital Realty Trust (DLR) | 0.8 | $2.7M | 16k | 172.88 |
|
|
| Hca Holdings (HCA) | 0.8 | $2.7M | -2% | 6.2k | 426.17 |
|
| Netflix (NFLX) | 0.8 | $2.6M | -53% | 2.2k | 1198.92 |
|
| Oracle Corporation (ORCL) | 0.8 | $2.6M | -31% | 9.3k | 281.24 |
|
| TransDigm Group Incorporated (TDG) | 0.8 | $2.5M | 1.9k | 1317.79 |
|
|
| Starbucks Corporation (SBUX) | 0.7 | $2.4M | 28k | 84.60 |
|
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| Edwards Lifesciences (EW) | 0.7 | $2.4M | 30k | 77.77 |
|
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| Air Products & Chemicals (APD) | 0.7 | $2.3M | 8.5k | 272.73 |
|
|
| Zoetis Cl A (ZTS) | 0.7 | $2.3M | +3% | 15k | 146.32 |
|
| Prologis (PLD) | 0.7 | $2.2M | 20k | 114.52 |
|
|
| Intercontinental Exchange (ICE) | 0.7 | $2.2M | +3% | 13k | 168.47 |
|
| PPG Industries (PPG) | 0.6 | $2.1M | 20k | 105.11 |
|
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| Pfizer (PFE) | 0.6 | $2.1M | 83k | 25.48 |
|
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| American Electric Power Company (AEP) | 0.5 | $1.8M | 16k | 112.50 |
|
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| Deere & Company (DE) | 0.5 | $1.7M | 3.8k | 457.23 |
|
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| McDonald's Corporation (MCD) | 0.5 | $1.7M | +6% | 5.4k | 303.87 |
|
| New York Times Cl A (NYT) | 0.5 | $1.6M | 29k | 57.40 |
|
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| Tractor Supply Company (TSCO) | 0.5 | $1.6M | 28k | 56.87 |
|
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| Dollar General (DG) | 0.5 | $1.6M | 16k | 103.35 |
|
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| American Tower Reit (AMT) | 0.5 | $1.6M | +2% | 8.3k | 192.33 |
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| Qualcomm (QCOM) | 0.5 | $1.6M | +5% | 9.4k | 166.35 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $1.4M | 1.8k | 762.90 |
|
|
| Owens Corning (OC) | 0.4 | $1.3M | +4% | 9.4k | 141.46 |
|
| Cdw (CDW) | 0.4 | $1.3M | +7% | 8.1k | 159.28 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $1.2M | NEW | 13k | 87.31 |
|
| Goldman Sachs Etf Tr Activebeta Us (GSSC) | 0.3 | $1.0M | -64% | 14k | 74.89 |
|
| Tesla Motors (TSLA) | 0.3 | $938k | 2.1k | 444.72 |
|
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| Hershey Company (HSY) | 0.2 | $770k | 4.1k | 187.03 |
|
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| Procter & Gamble Company (PG) | 0.2 | $685k | +17% | 4.5k | 153.65 |
|
| Visa Com Cl A (V) | 0.2 | $680k | 2.0k | 341.38 |
|
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| Abbvie (ABBV) | 0.2 | $659k | 2.8k | 231.56 |
|
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $659k | +4% | 12k | 57.10 |
|
| Marathon Petroleum Corp (MPC) | 0.2 | $639k | -26% | 3.3k | 192.71 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $566k | NEW | 3.0k | 189.71 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $515k | NEW | 2.1k | 243.55 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $507k | NEW | 757.00 | 669.62 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $495k | 3.5k | 142.09 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $489k | 4.0k | 122.45 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $436k | NEW | 6.6k | 65.92 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $434k | NEW | 3.7k | 118.83 |
|
| Jack Henry & Associates (JKHY) | 0.1 | $372k | 2.5k | 148.93 |
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| Cameco Corporation (CCJ) | 0.1 | $335k | NEW | 4.0k | 83.86 |
|
| 3M Company (MMM) | 0.1 | $295k | +5% | 1.9k | 155.18 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $208k | NEW | 1.6k | 129.72 |
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Past Filings by Hixon Zuercher
SEC 13F filings are viewable for Hixon Zuercher going back to 2021
- 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
- Hixon Zuercher 2021 Q4 filed Jan. 24, 2022