Hixon Zuercher
Latest statistics and disclosures from Hixon Zuercher's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GSLC, AAPL, MSFT, JPM, CAT, and represent 20.06% of Hixon Zuercher's stock portfolio.
- Added to shares of these 10 stocks: IVV, AVGO, INTU, CDW, NEE, META, SPY, CAT, GSLC, LOW.
- Started 8 new stock positions in AVGO, AGG, INTU, SPY, MMM, IVV, NKE, CDW.
- Reduced shares in these 10 stocks: COST, WMT, XOM, TSLA, GOOGL, CASY, ILMN, PEP, MKTX, AMT.
- Hixon Zuercher was a net buyer of stock by $4.1M.
- Hixon Zuercher has $215M in assets under management (AUM), dropping by 12.89%.
- Central Index Key (CIK): 0001806752
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Portfolio Holdings for Hixon Zuercher
Hixon Zuercher holds 64 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 4.6 | $9.9M | +3% | 106k | 93.81 |
|
| Apple (AAPL) | 4.3 | $9.3M | 48k | 192.53 |
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| Microsoft Corporation (MSFT) | 4.1 | $8.9M | +2% | 24k | 376.05 |
|
| JPMorgan Chase & Co. (JPM) | 3.6 | $7.7M | 46k | 170.10 |
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| Caterpillar (CAT) | 3.5 | $7.4M | +4% | 25k | 295.67 |
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| Costco Wholesale Corporation (COST) | 3.4 | $7.4M | -14% | 11k | 660.09 |
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| Mastercard Incorporated Cl A (MA) | 3.4 | $7.4M | 17k | 426.50 |
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| Johnson & Johnson (JNJ) | 3.3 | $7.2M | +4% | 46k | 156.74 |
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| Stryker Corporation (SYK) | 3.2 | $6.8M | 23k | 299.46 |
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| Lowe's Companies (LOW) | 3.1 | $6.7M | +4% | 30k | 222.55 |
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| Starbucks Corporation (SBUX) | 2.9 | $6.2M | 64k | 96.01 |
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| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 2.8 | $5.9M | +2% | 182k | 32.66 |
|
| Amazon (AMZN) | 2.6 | $5.7M | 37k | 151.94 |
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| Nextera Energy (NEE) | 2.6 | $5.5M | +11% | 91k | 60.74 |
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| Intercontinental Exchange (ICE) | 2.4 | $5.1M | 40k | 128.43 |
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| Goldman Sachs Etf Tr Activebeta Us (GSSC) | 2.3 | $5.1M | +2% | 80k | 63.12 |
|
| Adobe Systems Incorporated (ADBE) | 2.3 | $5.0M | 8.4k | 596.60 |
|
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| NVIDIA Corporation (NVDA) | 2.3 | $4.9M | 10k | 495.22 |
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| Exxon Mobil Corporation (XOM) | 2.3 | $4.9M | -19% | 49k | 99.98 |
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| Pepsi (PEP) | 2.2 | $4.8M | -7% | 28k | 169.84 |
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| Goldman Sachs (GS) | 2.1 | $4.5M | 12k | 385.77 |
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| Honeywell International (HON) | 2.0 | $4.4M | -5% | 21k | 209.71 |
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| Wal-Mart Stores (WMT) | 2.0 | $4.3M | -22% | 28k | 157.65 |
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| Advanced Micro Devices (AMD) | 1.9 | $4.2M | 28k | 147.41 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $4.2M | -17% | 30k | 139.69 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.7 | $3.7M | 11k | 356.66 |
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| Meta Platforms Cl A (META) | 1.7 | $3.7M | +13% | 11k | 353.96 |
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| Charles Schwab Corporation (SCHW) | 1.7 | $3.7M | +2% | 54k | 68.80 |
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| salesforce (CRM) | 1.7 | $3.7M | +2% | 14k | 263.14 |
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| McDonald's Corporation (MCD) | 1.5 | $3.3M | 11k | 296.52 |
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| American Tower Reit (AMT) | 1.5 | $3.3M | -8% | 15k | 215.88 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.5 | $3.2M | NEW | 6.8k | 477.63 |
|
| Oracle Corporation (ORCL) | 1.2 | $2.5M | +2% | 24k | 105.43 |
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| TransDigm Group Incorporated (TDG) | 1.1 | $2.3M | +10% | 2.3k | 1011.60 |
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| Digital Realty Trust (DLR) | 1.1 | $2.3M | 17k | 134.58 |
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| Amphenol Corp Cl A (APH) | 1.0 | $2.1M | 21k | 99.13 |
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| Abbott Laboratories (ABT) | 1.0 | $2.1M | 19k | 110.07 |
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| MarketAxess Holdings (MKTX) | 1.0 | $2.1M | -12% | 7.1k | 292.84 |
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| Tesla Motors (TSLA) | 0.9 | $2.0M | -36% | 7.9k | 248.46 |
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| Prologis (PLD) | 0.9 | $2.0M | 15k | 133.30 |
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| Edwards Lifesciences (EW) | 0.9 | $1.9M | +2% | 26k | 76.25 |
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| Deere & Company (DE) | 0.8 | $1.7M | +2% | 4.3k | 399.87 |
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| Air Products & Chemicals (APD) | 0.8 | $1.7M | +4% | 6.1k | 273.80 |
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| Broadcom (AVGO) | 0.6 | $1.4M | NEW | 1.2k | 1116.25 |
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| Intuit (INTU) | 0.6 | $1.3M | NEW | 2.1k | 625.03 |
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| Eli Lilly & Co. (LLY) | 0.6 | $1.3M | 2.2k | 582.84 |
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| Illumina (ILMN) | 0.6 | $1.3M | -24% | 9.0k | 139.24 |
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| Casey's General Stores (CASY) | 0.6 | $1.2M | -38% | 4.5k | 274.74 |
|
| Cdw (CDW) | 0.6 | $1.2M | NEW | 5.4k | 227.32 |
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| Dollar General (DG) | 0.5 | $1.2M | 8.7k | 135.95 |
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| Tractor Supply Company (TSCO) | 0.5 | $1.2M | +2% | 5.4k | 215.03 |
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| Procter & Gamble Company (PG) | 0.4 | $836k | +19% | 5.7k | 146.54 |
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| Marathon Petroleum Corp (MPC) | 0.2 | $537k | -18% | 3.6k | 148.36 |
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| Visa Com Cl A (V) | 0.2 | $513k | +18% | 2.0k | 260.35 |
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| Abbvie (ABBV) | 0.2 | $473k | +8% | 3.1k | 154.97 |
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| Jack Henry & Associates (JKHY) | 0.2 | $408k | 2.5k | 163.41 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $361k | NEW | 759.00 | 475.35 |
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| Walt Disney Company (DIS) | 0.1 | $298k | 3.3k | 90.29 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $278k | -2% | 5.1k | 54.98 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $235k | 2.0k | 117.22 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $231k | 2.3k | 101.99 |
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| 3M Company (MMM) | 0.1 | $230k | NEW | 2.1k | 109.32 |
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| Nike CL B (NKE) | 0.1 | $220k | NEW | 2.0k | 108.57 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $209k | NEW | 2.1k | 99.25 |
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Past Filings by Hixon Zuercher
SEC 13F filings are viewable for Hixon Zuercher going back to 2021
- 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
- Hixon Zuercher 2020 Q4 filed Oct. 13, 2021
- Hixon Zuercher 2021 Q1 filed Oct. 13, 2021
- Hixon Zuercher 2021 Q2 filed Oct. 13, 2021