Hixon Zuercher

Latest statistics and disclosures from Hixon Zuercher's latest quarterly 13F-HR filing:

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Positions held by Hixon Zuercher consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Hixon Zuercher

Hixon Zuercher holds 57 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.2 $8.5M -13% 65k 129.93
Microsoft Corporation (MSFT) 5.0 $8.1M +2% 34k 239.82
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 4.4 $7.1M +5% 93k 76.13
Costco Wholesale Corporation (COST) 4.3 $7.1M 15k 456.50
Mastercard Incorporated Cl A (MA) 4.2 $6.9M 20k 347.73
Johnson & Johnson (JNJ) 4.0 $6.5M 37k 176.65
Goldman Sachs Etf Tr Activebeta Int (GSIE) 3.7 $6.0M +4% 210k 28.78
NVIDIA Corporation (NVDA) 3.5 $5.7M 39k 146.14
Wal-Mart Stores (WMT) 3.2 $5.3M +2% 37k 141.79
Lowe's Companies (LOW) 3.2 $5.2M 26k 199.24
Exxon Mobil Corporation (XOM) 3.1 $5.0M -15% 45k 110.30
Pepsi (PEP) 3.0 $4.9M 27k 180.66
Stryker Corporation (SYK) 2.9 $4.6M 19k 244.49
JPMorgan Chase & Co. (JPM) 2.8 $4.6M 34k 134.10

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Alphabet Cap Stk Cl A (GOOGL) 2.8 $4.5M +2% 51k 88.23
Starbucks Corporation (SBUX) 2.7 $4.4M 45k 99.20
Nextera Energy (NEE) 2.7 $4.4M 53k 83.60
Goldman Sachs Etf Tr Activebeta Us (GSSC) 2.4 $3.9M +4% 71k 54.61
Caterpillar (CAT) 2.3 $3.8M 16k 239.56
Honeywell International (HON) 2.3 $3.7M 17k 214.30
Intercontinental Exchange (ICE) 2.3 $3.7M 36k 102.59
Amazon (AMZN) 2.2 $3.7M +4% 44k 84.00
Goldman Sachs (GS) 2.2 $3.7M -2% 11k 343.38
McDonald's Corporation (MCD) 1.8 $2.9M 11k 263.54
Adobe Systems Incorporated (ADBE) 1.6 $2.6M +4% 7.8k 336.53
Tesla Motors (TSLA) 1.6 $2.6M 21k 123.18
Digital Realty Trust (DLR) 1.5 $2.5M +4% 25k 100.27
Edwards Lifesciences (EW) 1.5 $2.5M +3% 33k 74.61
American Tower Reit (AMT) 1.5 $2.5M 12k 211.86
salesforce (CRM) 1.2 $2.0M +2% 15k 132.59
Paypal Holdings (PYPL) 1.2 $1.9M +2% 27k 71.22
Air Products & Chemicals (APD) 1.1 $1.8M -15% 5.7k 308.26
Meta Platforms Cl A (META) 1.0 $1.7M +4% 14k 120.34
Pfizer (PFE) 1.0 $1.7M 33k 51.24
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $1.7M -10% 5.4k 308.90
Oracle Corporation (ORCL) 0.9 $1.5M 18k 81.74
MarketAxess Holdings (MKTX) 0.9 $1.5M +9% 5.2k 278.91
Prologis (PLD) 0.9 $1.5M 13k 112.73
Abbott Laboratories (ABT) 0.9 $1.4M +2% 13k 109.79
Illumina (ILMN) 0.7 $1.1M 5.4k 202.20
Qualcomm (QCOM) 0.7 $1.1M -34% 9.8k 109.94
Eli Lilly & Co. (LLY) 0.5 $814k 2.2k 365.84
Procter & Gamble Company (PG) 0.5 $753k 5.0k 151.56
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $599k NEW 1.6k 382.43
Marathon Petroleum Corp (MPC) 0.4 $591k +8% 5.1k 116.39
Deere & Company (DE) 0.3 $512k 1.2k 428.76
Coinbase Global Com Cl A (COIN) 0.3 $486k 14k 35.39
Ishares Tr Core S&p500 Etf (IVV) 0.3 $446k NEW 1.2k 384.21
Jack Henry & Associates (JKHY) 0.3 $438k NEW 2.5k 175.56
Abbvie (ABBV) 0.3 $420k 2.6k 161.61
Visa Com Cl A (V) 0.2 $336k 1.6k 207.76
Ishares Tr Select Divid Etf (DVY) 0.2 $327k 2.7k 120.60
Ishares Tr Core High Dv Etf (HDV) 0.2 $293k 2.8k 104.24
Walt Disney Company (DIS) 0.2 $289k -26% 3.3k 86.88
Nike CL B (NKE) 0.1 $237k NEW 2.0k 117.01
Walgreen Boots Alliance (WBA) 0.1 $234k NEW 6.3k 37.36
3M Company (MMM) 0.1 $216k NEW 1.8k 119.92

Past Filings by Hixon Zuercher

SEC 13F filings are viewable for Hixon Zuercher going back to 2021