Hixon Zuercher
Latest statistics and disclosures from Hixon Zuercher's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, GSLC, COST, MA, and represent 23.18% of Hixon Zuercher's stock portfolio.
- Added to shares of these 10 stocks: SPY, IVV, JKHY, GSLC, GSIE, NKE, WBA, MMM, MSFT, GSSC.
- Started 6 new stock positions in MMM, WBA, IVV, NKE, SPY, JKHY.
- Reduced shares in these 10 stocks: VZ, GILD, AAPL, XOM, SQ, QCOM, APD, BRK.B, DIS, GS.
- Sold out of its positions in GILD, SQ, VZ.
- Hixon Zuercher was a net seller of stock by $-3.3M.
- Hixon Zuercher has $162M in assets under management (AUM), dropping by 3.64%.
- Central Index Key (CIK): 0001806752
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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
- 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
- Hixon Zuercher 2021 Q3 filed Oct. 13, 2021