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, SPY, IWR, and represent 28.35% of Hoxton Planning & Management's stock portfolio.
- Added to shares of these 10 stocks: ISTB, SPY, QQQ, BIV, IVE, SPYG, SCHZ, VOOV, VXUS, DGRW.
- Started 14 new stock positions in QQQ, Amcor, ESGD, MU, FMC, RTX, JKHY, KLAC, SYSB, AEM. SCMB, HSBC, PH, ACN.
- Reduced shares in these 10 stocks: QUAL, EFV, FDMO, FVAL, FQAL, , , IAGG, EFG, .
- Sold out of its positions in COP, DFEM, EIX, FSMD, FVAL, FQAL, FDMO, FDLO, FDVV, HON. STIP, MTB, SE, TT.
- Hoxton Planning & Management was a net buyer of stock by $21M.
- Hoxton Planning & Management has $335M in assets under management (AUM), dropping by 7.87%.
- 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 December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 15.1 | $51M | 74k | 684.94 |
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| Ishares Tr Core Univrsl Usd (IUSB) | 4.3 | $14M | 310k | 46.54 |
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| NVIDIA Corporation (NVDA) | 3.5 | $12M | 63k | 186.50 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.9 | $9.6M | +33% | 14k | 681.92 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 2.6 | $8.8M | +3% | 91k | 96.27 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 2.6 | $8.7M | +71% | 178k | 48.75 |
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| Apple (AAPL) | 2.2 | $7.5M | +2% | 28k | 271.86 |
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| Spdr Series Trust State Street Spd (SPYG) | 2.1 | $7.1M | +30% | 66k | 106.70 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 2.1 | $7.1M | +34% | 33k | 212.07 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.0 | $6.7M | 11k | 627.12 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 2.0 | $6.7M | +29% | 287k | 23.37 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 1.9 | $6.5M | 107k | 60.81 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.7 | $5.8M | 47k | 123.26 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 1.7 | $5.7M | +5% | 214k | 26.49 |
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| Microsoft Corporation (MSFT) | 1.7 | $5.5M | 12k | 483.61 |
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| Ishares Core Msci Emkt (IEMG) | 1.7 | $5.5M | +17% | 82k | 67.22 |
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| Ishares Tr S&p 100 Etf (OEF) | 1.5 | $5.1M | 15k | 342.98 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.5 | $5.0M | +19% | 34k | 148.69 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 1.4 | $4.6M | +36% | 22k | 204.85 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.3 | $4.5M | +33% | 59k | 75.44 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 1.3 | $4.4M | +83% | 57k | 77.88 |
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| Ishares Tr Eafe Value Etf (EFV) | 1.1 | $3.7M | -15% | 53k | 71.41 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 1.1 | $3.7M | -6% | 32k | 113.92 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 1.0 | $3.3M | +50% | 37k | 89.43 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $2.9M | +8% | 9.4k | 313.00 |
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| Ishares Tr Mbs Etf (MBB) | 0.9 | $2.9M | +4% | 31k | 95.22 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.8 | $2.8M | 28k | 101.67 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.8 | $2.7M | -2% | 28k | 99.88 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.8 | $2.7M | -46% | 14k | 198.61 |
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| Amazon (AMZN) | 0.8 | $2.7M | 12k | 230.82 |
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| Broadcom (AVGO) | 0.8 | $2.6M | 7.5k | 346.10 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $2.3M | NEW | 3.8k | 614.31 |
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| Blackrock Etf Trust Ishares Us Thema (THRO) | 0.7 | $2.3M | 59k | 38.56 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.7 | $2.3M | +79% | 15k | 148.98 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.7 | $2.3M | +60% | 9.0k | 250.31 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.7 | $2.3M | +5% | 43k | 52.77 |
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| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.6 | $2.2M | +7% | 65k | 33.30 |
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| Meta Platforms Cl A (META) | 0.6 | $2.1M | 3.2k | 660.09 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.6 | $2.0M | 5.3k | 373.44 |
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| Tesla Motors (TSLA) | 0.6 | $1.9M | +4% | 4.2k | 449.76 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.6 | $1.9M | -12% | 37k | 50.01 |
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| Ishares Gold Tr Ishares New (IAU) | 0.5 | $1.8M | -5% | 22k | 81.17 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.5 | $1.8M | +7% | 21k | 87.16 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $1.7M | -4% | 19k | 89.46 |
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| International Business Machines (IBM) | 0.5 | $1.5M | +2% | 5.2k | 296.20 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.4M | 4.5k | 313.80 |
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| Eli Lilly & Co. (LLY) | 0.4 | $1.4M | 1.3k | 1074.58 |
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| Vanguard Index Fds Value Etf (VTV) | 0.4 | $1.4M | 7.1k | 190.98 |
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| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.4 | $1.3M | -8% | 31k | 42.56 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $1.3M | -2% | 2.7k | 487.79 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $1.3M | 3.9k | 322.18 |
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| Costco Wholesale Corporation (COST) | 0.4 | $1.3M | -2% | 1.5k | 862.34 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.4 | $1.2M | +52% | 25k | 50.29 |
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| Shore Bancshares (SHBI) | 0.4 | $1.2M | 68k | 17.68 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.4 | $1.2M | 22k | 54.71 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.3 | $1.2M | +10% | 51k | 23.02 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.3 | $1.1M | 5.2k | 214.69 |
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| Vanguard World Inf Tech Etf (VGT) | 0.3 | $1.1M | -7% | 1.4k | 753.78 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.0M | -8% | 3.1k | 335.31 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.0M | +3% | 2.0k | 502.65 |
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| Netflix (NFLX) | 0.3 | $1.0M | +901% | 11k | 93.76 |
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| J P Morgan Exchange Traded F Betabuildrs Us (BBUS) | 0.3 | $978k | -4% | 7.9k | 123.31 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $952k | 1.7k | 570.88 |
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| Blackrock (BLK) | 0.3 | $896k | 837.00 | 1070.34 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.3 | $895k | +2% | 9.3k | 96.28 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.3 | $870k | 19k | 46.04 |
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| Verizon Communications (VZ) | 0.3 | $861k | -3% | 21k | 40.73 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $851k | 7.1k | 120.34 |
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| Intuit (INTU) | 0.2 | $837k | 1.3k | 662.54 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.2 | $819k | -10% | 24k | 34.46 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.2 | $805k | -4% | 4.8k | 167.94 |
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| S&p Global (SPGI) | 0.2 | $788k | 1.5k | 522.59 |
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| Automatic Data Processing (ADP) | 0.2 | $786k | 3.1k | 257.23 |
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| Pgim Etf Tr Actv Hy Bd Etf (PHYL) | 0.2 | $784k | 22k | 35.48 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $771k | 3.9k | 199.68 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $765k | 12k | 66.00 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $762k | 4.5k | 171.18 |
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| Blackrock Etf Trust Ishares Us Carbo (LCTU) | 0.2 | $745k | +15% | 10k | 74.09 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $736k | 7.2k | 102.54 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.2 | $734k | +3% | 9.5k | 77.02 |
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| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.2 | $700k | +17% | 30k | 23.38 |
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| Equity Lifestyle Properties (ELS) | 0.2 | $695k | 12k | 60.61 |
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| Stryker Corporation (SYK) | 0.2 | $687k | 2.0k | 351.47 |
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| Norfolk Southern (NSC) | 0.2 | $663k | 2.3k | 288.72 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $659k | 12k | 53.88 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $643k | 5.3k | 120.18 |
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| Home Depot (HD) | 0.2 | $640k | 1.9k | 344.08 |
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| Visa Com Cl A (V) | 0.2 | $638k | 1.8k | 350.71 |
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| Truist Financial Corp equities (TFC) | 0.2 | $635k | 13k | 49.21 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $629k | -15% | 3.0k | 211.76 |
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| Oracle Corporation (ORCL) | 0.2 | $628k | 3.2k | 194.91 |
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| Cisco Systems (CSCO) | 0.2 | $628k | -4% | 8.2k | 77.03 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $625k | 1.3k | 480.57 |
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| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.2 | $624k | -22% | 16k | 38.05 |
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| Qualcomm (QCOM) | 0.2 | $611k | 3.6k | 171.05 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.2 | $610k | -6% | 1.9k | 323.07 |
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| Pfizer (PFE) | 0.2 | $605k | +8% | 24k | 24.90 |
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| Johnson & Johnson (JNJ) | 0.2 | $600k | 2.9k | 206.95 |
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| Nasdaq Omx (NDAQ) | 0.2 | $595k | 6.1k | 97.13 |
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| Wal-Mart Stores (WMT) | 0.2 | $594k | 5.3k | 111.41 |
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| Republic Services (RSG) | 0.2 | $581k | 2.7k | 211.93 |
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| Applied Materials (AMAT) | 0.2 | $567k | 2.2k | 256.99 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.2 | $551k | +2% | 12k | 47.85 |
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| Capital One Financial (COF) | 0.2 | $542k | 2.2k | 242.36 |
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| Ishares Tr Core Msci Total (IXUS) | 0.2 | $540k | -3% | 6.4k | 84.64 |
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| Union Pacific Corporation (UNP) | 0.2 | $536k | 2.3k | 231.32 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.2 | $532k | +125% | 11k | 48.32 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $532k | -4% | 2.2k | 246.13 |
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| Ishares Tr Glb Infrastr Etf (IGF) | 0.2 | $527k | -2% | 8.6k | 61.36 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.2 | $523k | +15% | 4.1k | 128.83 |
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| Advanced Micro Devices (AMD) | 0.2 | $520k | +3% | 2.4k | 214.16 |
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| Tractor Supply Company (TSCO) | 0.2 | $503k | 10k | 50.01 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $502k | +69% | 3.5k | 143.97 |
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| Pimco Etf Tr 0-5 High Yield (HYS) | 0.1 | $496k | -4% | 5.2k | 94.82 |
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| Abbvie (ABBV) | 0.1 | $483k | +2% | 2.1k | 228.49 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $480k | -9% | 1.7k | 287.85 |
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| American Express Company (AXP) | 0.1 | $461k | 1.2k | 369.95 |
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| United Parcel Service CL B (UPS) | 0.1 | $454k | +20% | 4.6k | 99.19 |
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| General Dynamics Corporation (GD) | 0.1 | $433k | 1.3k | 336.62 |
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| Ishares Tr Mrgstr Md Cp Etf (IMCB) | 0.1 | $430k | +3% | 5.2k | 82.73 |
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| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.1 | $424k | 8.8k | 48.11 |
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| Kinder Morgan (KMI) | 0.1 | $422k | -3% | 15k | 27.49 |
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| Ishares Tr Gnma Bond Etf (GNMA) | 0.1 | $406k | -4% | 9.1k | 44.54 |
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| Bank of America Corporation (BAC) | 0.1 | $403k | +4% | 7.3k | 55.00 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $401k | -4% | 2.8k | 141.50 |
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| Ishares Tr Core Msci Euro (IEUR) | 0.1 | $400k | -3% | 5.6k | 70.98 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $399k | -19% | 5.4k | 74.07 |
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| Ge Aerospace Com New (GE) | 0.1 | $396k | +4% | 1.3k | 308.03 |
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| Steris Shs Usd (STE) | 0.1 | $396k | 1.6k | 253.52 |
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| Oneok (OKE) | 0.1 | $395k | +2% | 5.4k | 73.50 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $391k | +14% | 1.3k | 303.89 |
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| Vanguard World Industrial Etf (VIS) | 0.1 | $386k | -8% | 1.3k | 298.38 |
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| Gilead Sciences (GILD) | 0.1 | $373k | 3.0k | 122.74 |
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| Nextera Energy (NEE) | 0.1 | $370k | 4.6k | 80.29 |
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| Us Bancorp Del Com New (USB) | 0.1 | $370k | 6.9k | 53.36 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $357k | +71% | 1.2k | 302.11 |
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| Ishares Tr Esg Msci Usa Etf (USXF) | 0.1 | $357k | +12% | 6.2k | 57.58 |
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| Ishares Tr Systematic Bd Et (SYSB) | 0.1 | $352k | NEW | 3.9k | 89.76 |
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| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.1 | $351k | -4% | 6.9k | 50.70 |
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| Coca-Cola Company (KO) | 0.1 | $346k | +2% | 4.9k | 69.91 |
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| Vanguard World Comm Srvc Etf (VOX) | 0.1 | $344k | -8% | 1.8k | 193.63 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $337k | +41% | 315.00 | 1069.86 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $329k | NEW | 1.8k | 183.40 |
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| Cme (CME) | 0.1 | $326k | 1.2k | 273.08 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $325k | 7.5k | 43.30 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $320k | +44% | 7.2k | 44.17 |
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| Merck & Co (MRK) | 0.1 | $318k | 3.0k | 105.26 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $318k | 561.00 | 566.36 |
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| UnitedHealth (UNH) | 0.1 | $314k | +14% | 952.00 | 330.11 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $314k | -21% | 1.2k | 258.79 |
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| Realty Income (O) | 0.1 | $313k | +2% | 5.6k | 56.37 |
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| Lowe's Companies (LOW) | 0.1 | $311k | 1.3k | 241.16 |
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| Wells Fargo & Company (WFC) | 0.1 | $308k | +2% | 3.3k | 93.20 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $308k | 5.8k | 52.88 |
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| Banco Santander Sa Adr (SAN) | 0.1 | $303k | 26k | 11.73 |
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| Amgen (AMGN) | 0.1 | $302k | 924.00 | 327.31 |
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| Procter & Gamble Company (PG) | 0.1 | $302k | 2.1k | 143.31 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $298k | NEW | 1.1k | 268.30 |
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| CVS Caremark Corporation (CVS) | 0.1 | $298k | 3.8k | 79.36 |
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| Vanguard World Financials Etf (VFH) | 0.1 | $297k | -7% | 2.2k | 133.49 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $296k | -2% | 1.0k | 290.22 |
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| T. Rowe Price (TROW) | 0.1 | $296k | 2.9k | 102.38 |
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| McDonald's Corporation (MCD) | 0.1 | $294k | 961.00 | 305.73 |
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| Sap Se Spon Adr (SAP) | 0.1 | $293k | 1.2k | 242.91 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $290k | +9% | 1.6k | 177.75 |
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| Morgan Stanley Com New (MS) | 0.1 | $287k | 1.6k | 177.53 |
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| Cal Maine Foods Com New (CALM) | 0.1 | $284k | -10% | 3.6k | 79.57 |
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| Ishares Emng Mkts Eqt (EMGF) | 0.1 | $283k | 4.9k | 57.85 |
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| Astrazeneca Sponsored Adr | 0.1 | $278k | +3% | 3.0k | 91.93 |
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| Citizens Financial (CFG) | 0.1 | $278k | 4.8k | 58.41 |
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| Micron Technology (MU) | 0.1 | $277k | NEW | 971.00 | 285.41 |
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| Pepsi (PEP) | 0.1 | $270k | +28% | 1.9k | 143.52 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $269k | 976.00 | 275.39 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $267k | 3.0k | 88.48 |
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| Linde SHS (LIN) | 0.1 | $266k | -25% | 624.00 | 426.39 |
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| Garmin SHS (GRMN) | 0.1 | $264k | -3% | 1.3k | 202.85 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $263k | NEW | 3.3k | 78.67 |
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| Caterpillar (CAT) | 0.1 | $261k | +6% | 456.00 | 573.17 |
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| salesforce (CRM) | 0.1 | $261k | -8% | 984.00 | 264.91 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $259k | +4% | 1.7k | 154.14 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $256k | 4.1k | 62.47 |
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| Chevron Corporation (CVX) | 0.1 | $256k | 1.7k | 152.41 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $255k | 1.4k | 181.21 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $251k | 796.00 | 314.80 |
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| Agnico (AEM) | 0.1 | $244k | NEW | 1.4k | 169.53 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $244k | 2.4k | 101.98 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $239k | 1.7k | 141.14 |
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| Best Buy (BBY) | 0.1 | $239k | +2% | 3.6k | 66.93 |
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| Spdr Series Trust State Street Spd (JNK) | 0.1 | $238k | -7% | 2.4k | 97.21 |
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| Marvell Technology (MRVL) | 0.1 | $236k | +3% | 2.8k | 84.98 |
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| At&t (T) | 0.1 | $235k | -6% | 9.5k | 24.84 |
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| Chubb (CB) | 0.1 | $233k | +4% | 746.00 | 312.12 |
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| Schwab Strategic Tr Mun Bd Etf (SCMB) | 0.1 | $233k | NEW | 9.0k | 25.76 |
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| Abbott Laboratories (ABT) | 0.1 | $232k | 1.8k | 125.29 |
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| Ge Vernova (GEV) | 0.1 | $229k | +5% | 351.00 | 653.57 |
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| Eaton Corp SHS (ETN) | 0.1 | $229k | 719.00 | 318.51 |
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| John Hancock Exchange Traded Multifactor Mi (JHMM) | 0.1 | $225k | -3% | 3.4k | 65.48 |
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| Ishares Tr Esg Optimized (SUSA) | 0.1 | $225k | 1.6k | 139.30 |
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| TJX Companies (TJX) | 0.1 | $224k | 1.5k | 153.61 |
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| Citigroup Com New (C) | 0.1 | $220k | -8% | 1.9k | 116.69 |
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| Arista Networks Com Shs (ANET) | 0.1 | $220k | +2% | 1.7k | 131.03 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $217k | NEW | 247.00 | 878.96 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $216k | 1.5k | 141.14 |
|
|
| Skyworks Solutions (SWKS) | 0.1 | $216k | -22% | 3.4k | 63.41 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $215k | 2.3k | 95.35 |
|
|
| Park Hotels & Resorts Inc-wi (PK) | 0.1 | $214k | +3% | 21k | 10.46 |
|
| Ishares Tr Core Msci Pac (IPAC) | 0.1 | $214k | -2% | 2.9k | 73.21 |
|
| Fmc Corp Com New (FMC) | 0.1 | $208k | NEW | 15k | 13.87 |
|
| Kla Corp Com New (KLAC) | 0.1 | $208k | NEW | 171.00 | 1215.08 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $207k | -12% | 437.00 | 473.49 |
|
| Vanguard World Consum Dis Etf (VCR) | 0.1 | $207k | -8% | 525.00 | 393.92 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $203k | 7.9k | 25.60 |
|
|
| Jack Henry & Associates (JKHY) | 0.1 | $203k | NEW | 1.1k | 182.48 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $202k | NEW | 2.1k | 95.09 |
|
| Natwest Group Spons Adr (NWG) | 0.1 | $176k | 10k | 17.50 |
|
|
| Amcor Ord | 0.0 | $124k | NEW | 15k | 8.34 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $57k | 11k | 5.30 |
|
Past Filings by Hoxton Planning & Management
SEC 13F filings are viewable for Hoxton Planning & Management going back to 2022
- Hoxton Planning & Management 2025 Q4 filed Feb. 11, 2026
- 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