Hoxton Planning & Management
Latest statistics and disclosures from Hoxton Planning & Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IUSB, NVDA, IWR, SPY, and represent 29.15% of Hoxton Planning & Management's stock portfolio.
- Added to shares of these 10 stocks: OEF, BAI, SPY, DYNF, ITA, SPYG, TLH, IAU, BIV, SCHZ.
- Started 20 new stock positions in COP, SE, NWG, ANET, TJX, PLTR, IWF, ESGE, ITA, SONY. CAT, MRVL, ASML, C, STX, MTB, GEV, PEP, EIX, AZN.
- Reduced shares in these 10 stocks: ISTB, EFG, IYW, IUSV, QUAL, ELS, EFV, IUSB, IEV, IVE.
- Sold out of its positions in DOW, LQD, IEV, EUSB, DMXF, NVO, PAYX, PM, XLC, VDC. AMCR, ACN.
- Hoxton Planning & Management was a net buyer of stock by $3.2M.
- Hoxton Planning & Management has $311M in assets under management (AUM), dropping by 7.40%.
- Central Index Key (CIK): 0001954782
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Portfolio Holdings for Hoxton Planning & Management
Hoxton Planning & Management holds 217 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 | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 15.7 | $49M | 73k | 669.30 |
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| Ishares Tr Core Total Usd (IUSB) | 4.7 | $15M | -3% | 310k | 46.71 |
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| NVIDIA Corporation (NVDA) | 3.8 | $12M | 63k | 186.58 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 2.7 | $8.5M | -4% | 88k | 96.55 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.3 | $7.0M | +18% | 11k | 666.19 |
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| Apple (AAPL) | 2.2 | $6.9M | 27k | 254.63 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.1 | $6.6M | 11k | 612.40 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 2.0 | $6.3M | +20% | 106k | 59.20 |
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| Microsoft Corporation (MSFT) | 1.9 | $5.9M | 11k | 517.97 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.8 | $5.7M | 47k | 120.72 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 1.8 | $5.5M | +9% | 203k | 26.95 |
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| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 1.7 | $5.3M | +19% | 51k | 104.51 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 1.7 | $5.2M | +13% | 222k | 23.47 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 1.6 | $5.1M | -8% | 25k | 206.51 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 1.6 | $5.1M | -30% | 104k | 48.84 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.6 | $5.0M | -13% | 26k | 194.50 |
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| Ishares Tr S&p 100 Etf (OEF) | 1.6 | $5.0M | +65% | 15k | 332.83 |
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| Ishares Core Msci Emkt (IEMG) | 1.5 | $4.6M | +9% | 70k | 65.92 |
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| Ishares Tr Eafe Value Etf (EFV) | 1.4 | $4.2M | -12% | 62k | 67.83 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.3 | $4.1M | +6% | 28k | 145.65 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 1.3 | $4.0M | -33% | 35k | 113.88 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.1 | $3.3M | +19% | 45k | 73.46 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 1.0 | $3.2M | +15% | 16k | 199.47 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.9 | $2.9M | +36% | 28k | 102.99 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.9 | $2.8M | -5% | 28k | 100.25 |
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| Ishares Tr Mbs Etf (MBB) | 0.9 | $2.8M | +12% | 29k | 95.15 |
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| Amazon (AMZN) | 0.8 | $2.5M | 12k | 219.57 |
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| Broadcom (AVGO) | 0.8 | $2.4M | 7.4k | 329.91 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.8 | $2.4M | +35% | 31k | 78.09 |
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| Meta Platforms Cl A (META) | 0.8 | $2.3M | 3.2k | 734.38 |
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| Blackrock Etf Trust Ishares Us Thema (THRO) | 0.7 | $2.3M | +3% | 60k | 37.86 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.7 | $2.2M | +16% | 25k | 88.96 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.7 | $2.2M | +12% | 43k | 51.23 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.7 | $2.2M | +14% | 40k | 53.24 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $2.1M | 8.6k | 243.10 |
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| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.7 | $2.1M | +121% | 61k | 34.16 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.6 | $2.0M | -8% | 5.4k | 365.48 |
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| Tesla Motors (TSLA) | 0.6 | $1.8M | +5% | 4.0k | 444.76 |
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| Ishares Gold Tr Ishares New (IAU) | 0.5 | $1.7M | +61% | 23k | 72.77 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.5 | $1.7M | 19k | 89.37 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $1.7M | -5% | 19k | 87.31 |
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| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.5 | $1.5M | -5% | 34k | 42.76 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.5 | $1.4M | +9% | 5.6k | 256.46 |
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| International Business Machines (IBM) | 0.5 | $1.4M | 5.1k | 282.18 |
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| Costco Wholesale Corporation (COST) | 0.4 | $1.4M | 1.5k | 925.63 |
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| Vanguard Index Fds Value Etf (VTV) | 0.4 | $1.3M | -3% | 7.2k | 186.49 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $1.3M | -5% | 2.8k | 479.54 |
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| Netflix (NFLX) | 0.4 | $1.3M | 1.1k | 1198.92 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.4 | $1.2M | +16% | 8.5k | 145.60 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $1.2M | 3.9k | 315.44 |
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| Vanguard World Inf Tech Etf (VGT) | 0.4 | $1.2M | -7% | 1.6k | 746.63 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.4 | $1.2M | 22k | 53.40 |
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| Shore Bancshares (SHBI) | 0.4 | $1.1M | +5% | 68k | 16.41 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $1.1M | +10% | 3.4k | 328.21 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.1M | 4.4k | 243.55 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.3 | $1.1M | NEW | 5.1k | 209.26 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.3 | $1.1M | +5% | 46k | 23.12 |
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| J P Morgan Exchange Traded F Betabuildrs Us (BBUS) | 0.3 | $1.0M | -22% | 8.3k | 120.66 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $994k | 2.0k | 502.74 |
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| Blackrock (BLK) | 0.3 | $983k | -3% | 843.00 | 1165.87 |
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| Eli Lilly & Co. (LLY) | 0.3 | $967k | 1.3k | 762.93 |
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| Verizon Communications (VZ) | 0.3 | $959k | 22k | 43.95 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $932k | -2% | 1.6k | 568.81 |
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| Oracle Corporation (ORCL) | 0.3 | $909k | 3.2k | 281.24 |
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| Automatic Data Processing (ADP) | 0.3 | $900k | 3.1k | 293.48 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.3 | $886k | -4% | 19k | 46.24 |
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| Intuit (INTU) | 0.3 | $871k | 1.3k | 683.01 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.3 | $867k | -8% | 27k | 32.79 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.3 | $863k | +10% | 9.1k | 95.19 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.3 | $823k | -2% | 5.0k | 164.54 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $803k | +53% | 16k | 50.07 |
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| Pgim Etf Tr Actv Hy Bd Etf (PHYL) | 0.3 | $797k | -5% | 22k | 35.75 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $795k | -3% | 7.0k | 112.75 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $762k | -4% | 12k | 65.26 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $756k | -65% | 3.9k | 195.86 |
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| Home Depot (HD) | 0.2 | $755k | 1.9k | 405.14 |
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| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.2 | $749k | -12% | 21k | 35.48 |
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| S&p Global (SPGI) | 0.2 | $742k | 1.5k | 486.71 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $736k | -2% | 3.5k | 208.71 |
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| Stryker Corporation (SYK) | 0.2 | $724k | 2.0k | 369.67 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $721k | -53% | 7.2k | 99.95 |
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| Equity Lifestyle Properties (ELS) | 0.2 | $696k | -49% | 12k | 60.70 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.2 | $693k | 9.2k | 75.11 |
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| Norfolk Southern (NSC) | 0.2 | $692k | 2.3k | 300.41 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $666k | 12k | 54.09 |
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| Fidelity Covington Trust Momentum Factr (FDMO) | 0.2 | $655k | 7.9k | 83.17 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.2 | $645k | +3% | 2.0k | 320.10 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $634k | 5.3k | 118.83 |
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| Blackrock Etf Trust Us Carbon Trans (LCTU) | 0.2 | $633k | +4% | 8.7k | 72.58 |
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| Republic Services (RSG) | 0.2 | $630k | 2.7k | 229.48 |
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| Visa Com Cl A (V) | 0.2 | $622k | 1.8k | 341.38 |
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| Fidelity Covington Trust Vlu Factor Etf (FVAL) | 0.2 | $608k | 8.8k | 68.87 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $603k | 1.3k | 463.74 |
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| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.2 | $598k | +16% | 25k | 23.56 |
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| Truist Financial Corp equities (TFC) | 0.2 | $594k | -6% | 13k | 45.72 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $589k | 4.4k | 133.90 |
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| Qualcomm (QCOM) | 0.2 | $584k | 3.5k | 166.36 |
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| Cisco Systems (CSCO) | 0.2 | $582k | 8.5k | 68.42 |
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| Select Sector Spdr Tr Technology (XLK) | 0.2 | $582k | -14% | 2.1k | 281.86 |
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| Tractor Supply Company (TSCO) | 0.2 | $577k | 10k | 56.87 |
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| Pfizer (PFE) | 0.2 | $572k | +24% | 23k | 25.48 |
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| Ishares Tr Core Msci Total (IXUS) | 0.2 | $546k | -2% | 6.6k | 82.58 |
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| Union Pacific Corporation (UNP) | 0.2 | $545k | 2.3k | 236.37 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $545k | -8% | 2.3k | 241.94 |
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| Nasdaq Omx (NDAQ) | 0.2 | $541k | 6.1k | 88.45 |
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| Wal-Mart Stores (WMT) | 0.2 | $540k | 5.2k | 103.06 |
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| Johnson & Johnson (JNJ) | 0.2 | $540k | -10% | 2.9k | 185.42 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.2 | $538k | +6% | 11k | 48.03 |
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| Ishares Tr Glb Infrastr Etf (IGF) | 0.2 | $538k | +5% | 8.8k | 61.12 |
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| Pimco Etf Tr 0-5 High Yield (HYS) | 0.2 | $523k | 5.5k | 95.68 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $499k | +16% | 6.7k | 74.37 |
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| Fidelity Covington Trust Qlty Fctor Etf (FQAL) | 0.2 | $492k | 6.6k | 74.72 |
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| Arthur J. Gallagher & Co. (AJG) | 0.2 | $477k | 1.5k | 309.74 |
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| Abbvie (ABBV) | 0.2 | $477k | 2.1k | 231.54 |
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| Vanguard World Health Car Etf (VHT) | 0.2 | $475k | -8% | 1.8k | 259.60 |
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| Capital One Financial (COF) | 0.2 | $470k | +55% | 2.2k | 212.58 |
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| Kinder Morgan (KMI) | 0.1 | $452k | 16k | 28.31 |
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| Applied Materials (AMAT) | 0.1 | $446k | 2.2k | 204.74 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.1 | $444k | +4% | 3.5k | 125.95 |
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| General Dynamics Corporation (GD) | 0.1 | $442k | -3% | 1.3k | 340.91 |
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| Ishares Tr Gnma Bond Etf (GNMA) | 0.1 | $421k | 9.5k | 44.35 |
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| Vanguard World Industrial Etf (VIS) | 0.1 | $420k | -8% | 1.4k | 296.29 |
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| Ishares Tr Mrgstr Md Cp Etf (IMCB) | 0.1 | $417k | -14% | 5.0k | 83.05 |
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| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.1 | $413k | -3% | 8.9k | 46.42 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $410k | -3% | 3.0k | 138.25 |
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| American Express Company (AXP) | 0.1 | $406k | -2% | 1.2k | 332.16 |
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| Ishares Tr Core Msci Euro (IEUR) | 0.1 | $399k | -2% | 5.9k | 68.12 |
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| Linde SHS (LIN) | 0.1 | $397k | -8% | 835.00 | 475.00 |
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| Steris Shs Usd (STE) | 0.1 | $385k | 1.6k | 247.44 |
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| Oneok (OKE) | 0.1 | $383k | +14% | 5.3k | 72.97 |
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| Advanced Micro Devices (AMD) | 0.1 | $381k | -2% | 2.4k | 161.79 |
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| Cal Maine Foods Com New (CALM) | 0.1 | $373k | -3% | 4.0k | 94.10 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $373k | +31% | 7.6k | 49.04 |
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| Ge Aerospace Com New (GE) | 0.1 | $371k | +4% | 1.2k | 300.82 |
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| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.1 | $369k | -29% | 7.3k | 50.83 |
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| Vanguard World Comm Srvc Etf (VOX) | 0.1 | $363k | -8% | 1.9k | 187.73 |
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| Bank of America Corporation (BAC) | 0.1 | $361k | 7.0k | 51.59 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $348k | +26% | 3.4k | 103.36 |
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| Nextera Energy (NEE) | 0.1 | $345k | -3% | 4.6k | 75.50 |
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| Us Bancorp Del Com New (USB) | 0.1 | $339k | +3% | 7.0k | 48.33 |
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| Gilead Sciences (GILD) | 0.1 | $337k | -10% | 3.0k | 111.00 |
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| Skyworks Solutions (SWKS) | 0.1 | $337k | -2% | 4.4k | 76.98 |
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| Garmin SHS (GRMN) | 0.1 | $332k | -4% | 1.3k | 246.22 |
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| Lowe's Companies (LOW) | 0.1 | $331k | -2% | 1.3k | 251.31 |
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| Realty Income (O) | 0.1 | $330k | -2% | 5.4k | 60.79 |
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| Procter & Gamble Company (PG) | 0.1 | $329k | -10% | 2.1k | 153.65 |
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| Sap Se Spon Adr (SAP) | 0.1 | $322k | +8% | 1.2k | 267.21 |
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| Cme (CME) | 0.1 | $321k | 1.2k | 270.19 |
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| Coca-Cola Company (KO) | 0.1 | $320k | -2% | 4.8k | 66.32 |
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| United Parcel Service CL B (UPS) | 0.1 | $318k | +14% | 3.8k | 83.53 |
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| Vanguard World Financials Etf (VFH) | 0.1 | $317k | -7% | 2.4k | 131.24 |
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| Ishares Tr Esg Msci Usa Etf (USXF) | 0.1 | $315k | -20% | 5.5k | 57.31 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $313k | +14% | 1.1k | 279.29 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $308k | 5.8k | 53.03 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $306k | 1.0k | 293.74 |
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| M&T Bank Corporation (MTB) | 0.1 | $296k | NEW | 1.5k | 197.62 |
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| T. Rowe Price (TROW) | 0.1 | $291k | +8% | 2.8k | 102.64 |
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| At&t (T) | 0.1 | $287k | +8% | 10k | 28.24 |
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| McDonald's Corporation (MCD) | 0.1 | $287k | -2% | 944.00 | 303.99 |
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| UnitedHealth (UNH) | 0.1 | $286k | -15% | 829.00 | 345.30 |
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| CVS Caremark Corporation (CVS) | 0.1 | $283k | -14% | 3.8k | 75.39 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $276k | 1.6k | 170.85 |
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| Ishares Emng Mkts Eqt (EMGF) | 0.1 | $275k | 4.9k | 56.58 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $274k | -2% | 3.0k | 91.43 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $273k | NEW | 1.5k | 182.42 |
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| Banco Santander Adr (SAN) | 0.1 | $271k | +105% | 26k | 10.48 |
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| Wells Fargo & Company (WFC) | 0.1 | $270k | 3.2k | 83.82 |
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| Eaton Corp SHS (ETN) | 0.1 | $269k | -2% | 719.00 | 374.25 |
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| Best Buy (BBY) | 0.1 | $263k | -11% | 3.5k | 75.62 |
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| Morgan Stanley Com New (MS) | 0.1 | $262k | -4% | 1.6k | 158.96 |
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| Amgen (AMGN) | 0.1 | $260k | -7% | 921.00 | 282.20 |
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| Spdr Series Trust Bloomberg High Y (JNK) | 0.1 | $260k | -7% | 2.6k | 97.99 |
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| Chevron Corporation (CVX) | 0.1 | $256k | -8% | 1.6k | 155.29 |
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| salesforce (CRM) | 0.1 | $255k | 1.1k | 237.00 |
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| Citizens Financial (CFG) | 0.1 | $255k | 4.8k | 53.16 |
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| Merck & Co (MRK) | 0.1 | $254k | +15% | 3.0k | 83.93 |
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| Abbott Laboratories (ABT) | 0.1 | $251k | -3% | 1.9k | 133.94 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $249k | 1.4k | 176.81 |
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| ConocoPhillips (COP) | 0.1 | $249k | NEW | 2.6k | 94.59 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $247k | 803.00 | 307.86 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $246k | -3% | 551.00 | 447.23 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $246k | -3% | 4.1k | 59.92 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $242k | -7% | 4.9k | 49.46 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $241k | 1.7k | 142.10 |
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| Arista Networks Com Shs (ANET) | 0.1 | $239k | NEW | 1.6k | 145.71 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $236k | -6% | 2.4k | 99.53 |
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| Fidelity Covington Trust Low Volity Etf (FDLO) | 0.1 | $235k | 3.6k | 65.87 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $233k | NEW | 498.00 | 468.58 |
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.1 | $232k | -15% | 7.2k | 32.07 |
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| John Hancock Exchange Traded Multifactor Mi (JHMM) | 0.1 | $231k | -4% | 3.6k | 64.69 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $228k | NEW | 7.9k | 28.79 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $228k | NEW | 965.00 | 236.06 |
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| Vanguard World Consum Dis Etf (VCR) | 0.1 | $228k | -8% | 575.00 | 396.15 |
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $225k | NEW | 2.9k | 76.72 |
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| Marvell Technology (MRVL) | 0.1 | $225k | NEW | 2.7k | 84.07 |
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| Park Hotels & Resorts Inc-wi (PK) | 0.1 | $220k | +52% | 20k | 11.08 |
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| Ishares Tr Core Msci Pac (IPAC) | 0.1 | $219k | -2% | 3.0k | 73.43 |
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| Ishares Tr Esg Optimized (SUSA) | 0.1 | $219k | 1.6k | 135.61 |
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| Sea Sponsord Ads (SE) | 0.1 | $218k | NEW | 1.2k | 178.73 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $218k | +2% | 1.5k | 141.48 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $218k | NEW | 5.0k | 43.42 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.1 | $218k | 3.9k | 55.71 |
|
|
| Fidelity Covington Trust Sml Mid Mltfct (FSMD) | 0.1 | $216k | 4.9k | 44.01 |
|
|
| Boston Scientific Corporation (BSX) | 0.1 | $215k | 2.2k | 97.63 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $215k | NEW | 222.00 | 968.09 |
|
| TJX Companies (TJX) | 0.1 | $211k | NEW | 1.5k | 144.54 |
|
| Edison International (EIX) | 0.1 | $209k | NEW | 3.8k | 55.28 |
|
| Citigroup Com New (C) | 0.1 | $208k | NEW | 2.1k | 101.50 |
|
| Pepsi (PEP) | 0.1 | $207k | NEW | 1.5k | 140.44 |
|
| Ge Vernova (GEV) | 0.1 | $205k | NEW | 334.00 | 614.90 |
|
| Caterpillar (CAT) | 0.1 | $205k | NEW | 430.00 | 477.11 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $205k | -6% | 688.00 | 297.62 |
|
| Trane Technologies SHS (TT) | 0.1 | $203k | +4% | 480.00 | 421.96 |
|
| Honeywell International (HON) | 0.1 | $202k | -2% | 959.00 | 210.50 |
|
| Chubb (CB) | 0.1 | $202k | 715.00 | 282.25 |
|
|
| Natwest Group Spons Adr (NWG) | 0.0 | $142k | NEW | 10k | 14.15 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $48k | 11k | 4.54 |
|
Past Filings by Hoxton Planning & Management
SEC 13F filings are viewable for Hoxton Planning & Management going back to 2022
- Hoxton Planning & Management 2025 Q3 filed Oct. 27, 2025
- Hoxton Planning & Management 2024 Q4 filed Sept. 8, 2025
- Hoxton Planning & Management 2025 Q2 filed Aug. 6, 2025
- Hoxton Planning & Management 2025 Q1 filed May 8, 2025
- Hoxton Planning & Management 2024 Q3 filed Oct. 8, 2024
- Hoxton Planning & Management 2024 Q2 filed July 19, 2024
- Hoxton Planning & Management 2024 Q1 filed April 12, 2024
- Hoxton Planning & Management 2023 Q4 filed Jan. 30, 2024
- Hoxton Planning & Management 2023 Q3 filed Oct. 27, 2023
- Hoxton Planning & Management 2023 Q2 filed July 20, 2023
- Hoxton Planning & Management 2023 Q1 filed May 15, 2023
- Hoxton Planning & Management 2022 Q4 filed Jan. 25, 2023