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 31.20% of Hoxton Planning & Management's stock portfolio.
- Added to shares of these 10 stocks: IUSB, ACWX, FBND, CORO, BND, BLCR, IVV, GOVT, GGOV, IVW.
- Started 15 new stock positions in PANW, ESGD, PSX, CME, RHI, ACWX, PLTR, SAP, TIPZ, MBBA. COP, CRWD, NTAP, T, ESGV.
- Reduced shares in these 10 stocks: MBB, MTUM, IEMG, IEF, EFG, ITA, SPY, BIV, , SHBI.
- Sold out of its positions in ADM, IEF, ITA, GNMA, MTUM, LOW, MCD, PII, POWL, SPTL. SNDK, STWD, TJX, WDC, CPA.
- Hoxton Planning & Management was a net buyer of stock by $8.7M.
- Hoxton Planning & Management has $392M in assets under management (AUM), dropping by 2.32%.
- Central Index Key (CIK): 0001954782
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Portfolio Holdings for Hoxton Planning & Management
Hoxton Planning & Management holds 227 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 16.7 | $66M | 86k | 765.85 |
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| Ishares Tr Core Univrsl Usd (IUSB) | 5.9 | $23M | +24% | 521k | 44.09 |
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| NVIDIA Corporation (NVDA) | 3.6 | $14M | 62k | 228.38 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.6 | $10M | -5% | 13k | 762.62 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 2.4 | $9.3M | -2% | 87k | 106.71 |
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| Apple (AAPL) | 2.3 | $9.2M | 28k | 333.02 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 2.0 | $7.9M | +5% | 56k | 142.26 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 1.9 | $7.5M | +4% | 158k | 47.25 |
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| Spdr Series Trust ST STR P500GRW (SPYG) | 1.9 | $7.3M | -4% | 60k | 123.08 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.9 | $7.3M | 10k | 700.88 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 1.8 | $7.1M | +2% | 103k | 69.26 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 1.8 | $6.9M | +6% | 30k | 228.28 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 1.6 | $6.4M | -8% | 54k | 119.83 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 1.6 | $6.1M | +6% | 245k | 25.13 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 1.6 | $6.1M | -3% | 276k | 22.10 |
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| Microsoft Corporation (MSFT) | 1.5 | $5.8M | 11k | 512.89 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 1.4 | $5.6M | -5% | 25k | 220.34 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.4 | $5.3M | -2% | 32k | 166.28 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.3 | $5.0M | -6% | 58k | 84.96 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 1.2 | $4.8M | +25% | 217k | 21.87 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.2 | $4.7M | +4% | 40k | 117.77 |
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| Blackrock Etf Trust Isha In Ctry Etf (CORO) | 1.2 | $4.7M | +113% | 129k | 36.35 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.1 | $4.3M | +261% | 100k | 43.30 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 1.0 | $4.1M | -11% | 56k | 72.86 |
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| Blackrock Etf Trust Isha La Core Etf (BLCR) | 0.9 | $3.7M | +46% | 76k | 48.96 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $3.3M | 9.6k | 344.08 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.8 | $3.3M | NEW | 43k | 75.62 |
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| Ishares Core Msci Emkt (IEMG) | 0.8 | $3.0M | -32% | 38k | 81.16 |
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| Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV) | 0.8 | $3.0M | +40% | 60k | 50.10 |
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| Amazon (AMZN) | 0.8 | $3.0M | 12k | 249.15 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.7 | $2.9M | -3% | 7.6k | 382.09 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.7 | $2.9M | -5% | 30k | 97.24 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.7 | $2.8M | +13% | 30k | 92.17 |
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| Blackrock Etf Trust Isha Syst Al Etf (IALT) | 0.7 | $2.8M | +6% | 93k | 29.86 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.7 | $2.7M | 29k | 94.54 |
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| Blackrock Etf Trust Isha I In Te Etf (BAI) | 0.7 | $2.7M | -4% | 58k | 47.19 |
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| Broadcom (AVGO) | 0.7 | $2.7M | 7.5k | 351.19 |
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| Meta Platforms Cl A (META) | 0.6 | $2.3M | +2% | 3.2k | 725.18 |
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| Blackrock Etf Trust Isha Us Them Etf (THRO) | 0.5 | $2.0M | +8% | 46k | 43.98 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.5 | $2.0M | +7% | 25k | 79.14 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.5 | $1.9M | 4.6k | 416.13 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.5 | $1.9M | +230% | 27k | 70.15 |
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| Invesco Qqq Tr Unit Ser 1 | 0.5 | $1.9M | -3% | 2.5k | 739.69 |
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| Blackrock Etf Trust Ishares Defense (IDEF) | 0.5 | $1.8M | +5% | 57k | 31.23 |
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| Advanced Micro Devices (AMD) | 0.4 | $1.7M | +4% | 2.8k | 611.76 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.4 | $1.7M | +21% | 22k | 77.78 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.6M | 4.8k | 340.74 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.4 | $1.6M | -2% | 9.8k | 166.80 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $1.6M | -10% | 16k | 96.88 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.4 | $1.5M | +13% | 32k | 47.36 |
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| Eli Lilly & Co. (LLY) | 0.4 | $1.5M | 1.3k | 1156.97 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.4 | $1.4M | 21k | 66.79 |
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| J P Morgan Exchange Traded F Betabuildrs Us (BBUS) | 0.4 | $1.4M | -7% | 10k | 137.58 |
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| Tesla Motors (TSLA) | 0.4 | $1.4M | -3% | 4.0k | 354.84 |
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| Lam Research Corp Com New (LRCX) | 0.4 | $1.4M | -2% | 4.3k | 328.51 |
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| Costco Wholesale Corporation (COST) | 0.3 | $1.3M | 1.4k | 910.34 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $1.3M | 3.9k | 330.87 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $1.3M | -8% | 5.9k | 216.08 |
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| Pgim Etf Tr Actv Hy Bd Etf (PHYL) | 0.3 | $1.2M | -2% | 37k | 33.43 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $1.2M | -7% | 13k | 90.11 |
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| Exxon Mobil Corporation | 0.3 | $1.1M | 7.1k | 162.75 |
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| International Business Machines (IBM) | 0.3 | $1.1M | 5.2k | 219.95 |
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| Applied Materials (AMAT) | 0.3 | $1.1M | +2% | 2.2k | 511.38 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.1M | -3% | 3.0k | 374.29 |
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| Shore Bancshares (SHBI) | 0.3 | $1.1M | -25% | 50k | 22.39 |
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| Micron Technology (MU) | 0.3 | $1.1M | -3% | 1.0k | 1065.11 |
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| Vanguard World Inf Tech Etf (VGT) | 0.3 | $1.0M | -3% | 8.2k | 125.67 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.0M | 2.0k | 497.95 |
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| Verizon Communications (VZ) | 0.3 | $1000k | 22k | 45.87 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.2 | $972k | 5.0k | 193.75 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $964k | -3% | 1.0k | 922.34 |
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| Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB) | 0.2 | $963k | +20% | 20k | 48.98 |
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| Blackrock Etf Trust Isha Us Awar Etf (LCTU) | 0.2 | $938k | -8% | 12k | 81.67 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $935k | +2% | 1.7k | 551.47 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.2 | $931k | 9.9k | 94.02 |
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| Ishares Gold Tr Ishares New (IAU) | 0.2 | $893k | +7% | 11k | 78.10 |
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| Ishares Tr Us Ech Etf (IYW) | 0.2 | $892k | 3.4k | 264.92 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.2 | $875k | 19k | 45.25 |
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| Dimensional Etf Trust Core Fixe In Etf (DFCF) | 0.2 | $868k | -14% | 22k | 40.12 |
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| Cisco Systems (CSCO) | 0.2 | $858k | 8.0k | 107.64 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $852k | 7.7k | 110.28 |
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| Blackrock (BLK) | 0.2 | $847k | 800.00 | 1058.29 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $837k | +22% | 17k | 50.35 |
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| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.2 | $806k | +20% | 37k | 21.95 |
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| Automatic Data Processing (ADP) | 0.2 | $798k | 3.1k | 258.09 |
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| Marvell Technology (MRVL) | 0.2 | $751k | 2.8k | 264.21 |
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| Johnson & Johnson (JNJ) | 0.2 | $744k | -2% | 2.8k | 264.74 |
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| Pfizer (PFE) | 0.2 | $725k | -5% | 25k | 28.52 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $719k | 5.3k | 136.04 |
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| Ishares Tr Esg Msci Kld Etf (DSI) | 0.2 | $716k | 4.9k | 146.18 |
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| Norfolk Southern (NSC) | 0.2 | $714k | 2.3k | 309.00 |
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| Netflix (NFLX) | 0.2 | $711k | 10k | 69.58 |
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| Visa Com Cl A (V) | 0.2 | $689k | 1.9k | 359.33 |
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| Qualcomm (QCOM) | 0.2 | $687k | 3.7k | 184.04 |
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| Ishares Tr Core Msci Total (IXUS) | 0.2 | $677k | +5% | 7.1k | 94.99 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $673k | -6% | 9.4k | 71.95 |
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| Equity Lifestyle Properties (ELS) | 0.2 | $669k | 12k | 58.33 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.2 | $661k | 1.3k | 508.55 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.2 | $656k | 1.8k | 356.97 |
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| Union Pacific Corporation (UNP) | 0.2 | $629k | 2.3k | 272.13 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $612k | -5% | 2.7k | 230.99 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.2 | $607k | -13% | 16k | 37.61 |
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| United Parcel Svcs CL B (UPS) | 0.2 | $604k | +8% | 6.5k | 93.44 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $589k | -3% | 325.00 | 1811.67 |
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| Schwab Strategic Tr Mun Bd Etf (SCMB) | 0.1 | $578k | +6% | 24k | 24.16 |
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| Wal-Mart Stores (WMT) | 0.1 | $559k | 5.4k | 103.92 |
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| Ishares Tr Glb Infrastr Etf (IGF) | 0.1 | $559k | +14% | 9.1k | 61.56 |
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| Republic Services (RSG) | 0.1 | $545k | -3% | 2.6k | 209.87 |
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| Abbvie (ABBV) | 0.1 | $540k | -2% | 2.1k | 261.59 |
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| Stryker Corporation (SYK) | 0.1 | $535k | 1.9k | 275.39 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $529k | -13% | 1.2k | 456.19 |
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| Ishares Tr Esg Msci Usa Etf (USXF) | 0.1 | $527k | -5% | 7.7k | 68.06 |
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| S&p Global (SPGI) | 0.1 | $516k | -4% | 1.3k | 394.47 |
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| Nasdaq Omx (NDAQ) | 0.1 | $511k | -2% | 5.6k | 92.01 |
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| Home Depot (HD) | 0.1 | $506k | -5% | 1.8k | 284.54 |
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| Ishares Tr Mbs Etf (MBB) | 0.1 | $505k | -85% | 5.6k | 89.61 |
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| Arista Networks Com Shs (ANET) | 0.1 | $494k | +22% | 2.4k | 203.59 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $491k | -21% | 2.5k | 195.75 |
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| Ishares Tr Mrgstr Md Cp Etf (IMCB) | 0.1 | $482k | -3% | 5.1k | 94.48 |
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| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.1 | $476k | -2% | 11k | 42.89 |
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| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.1 | $475k | -2% | 8.6k | 54.95 |
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| Pimco Etf Tr 0-5 High Yield (HYS) | 0.1 | $467k | 5.2k | 90.48 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $466k | -9% | 2.9k | 158.76 |
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| Oneok | 0.1 | $458k | 5.4k | 85.27 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $455k | -18% | 1.6k | 277.85 |
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| Gilead Sciences (GILD) | 0.1 | $454k | 3.0k | 149.05 |
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| Ishares Tr Core Msci Euro (IEUR) | 0.1 | $452k | 6.1k | 73.70 |
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| Ishares Tr Esg Eafe Etf (DMXF) | 0.1 | $448k | +28% | 5.3k | 84.65 |
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| Caterpillar (CAT) | 0.1 | $443k | +9% | 547.00 | 810.54 |
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| Kinder Morgan (KMI) | 0.1 | $440k | 15k | 30.15 |
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| Coca-Cola Company (KO) | 0.1 | $438k | 5.1k | 86.08 |
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| Oracle Corporation (ORCL) | 0.1 | $430k | -3% | 3.1k | 137.30 |
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| Capital One Financial (COF) | 0.1 | $429k | 2.2k | 193.07 |
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| General Dynamics Corporation (GD) | 0.1 | $424k | 1.3k | 331.95 |
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| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.1 | $417k | -4% | 7.3k | 57.47 |
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| Truist Financial Corp equities (TFC) | 0.1 | $416k | 9.0k | 46.30 |
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| American Express Company (AXP) | 0.1 | $414k | 1.4k | 304.10 |
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| T. Rowe Price (TROW) | 0.1 | $412k | +2% | 4.0k | 104.05 |
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| Ge Aerospace Com New (GE) | 0.1 | $409k | 1.3k | 312.29 |
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| Bank of America Corporation (BAC) | 0.1 | $409k | 7.5k | 54.43 |
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| Us Bancorp Com New (USB) | 0.1 | $407k | 7.1k | 57.76 |
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| Merck & Co (MRK) | 0.1 | $403k | -5% | 2.8k | 145.31 |
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| Blackrock Etf Trust Ii Isha Flex In Etf (BINC) | 0.1 | $387k | -18% | 7.6k | 50.79 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $385k | -5% | 7.1k | 54.16 |
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| Amgen (AMGN) | 0.1 | $383k | 908.00 | 421.51 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $379k | NEW | 2.0k | 187.05 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $370k | -13% | 1.2k | 316.08 |
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| Garmin SHS (GRMN) | 0.1 | $366k | 1.3k | 286.84 |
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| Chevron Corporation (CVX) | 0.1 | $355k | 1.7k | 204.21 |
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| UnitedHealth (UNH) | 0.1 | $350k | 953.00 | 367.08 |
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| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.1 | $347k | +4% | 14k | 24.43 |
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| Raytheon Technologies Corp | 0.1 | $347k | 1.9k | 185.65 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $344k | +4% | 1.9k | 183.37 |
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| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.1 | $341k | +2% | 6.9k | 49.48 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $338k | 6.9k | 49.20 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $338k | -7% | 999.00 | 337.83 |
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| Kla Corp Com New (KLAC) | 0.1 | $337k | +2% | 1.7k | 194.93 |
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| Corning Incorporated (GLW) | 0.1 | $335k | +3% | 2.2k | 153.76 |
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| Banco Santander Sa Adr (SAN) | 0.1 | $335k | 24k | 13.83 |
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| Ge Vernova (GEV) | 0.1 | $335k | 352.00 | 950.49 |
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| Pimco Etf Tr Broad Us Tips (TIPZ) | 0.1 | $331k | NEW | 6.7k | 49.57 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $331k | +11% | 6.5k | 51.23 |
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| Steris Shs Usd (STE) | 0.1 | $327k | 1.6k | 210.01 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $309k | +11% | 3.9k | 78.42 |
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| Ishares Tr Esg Optimized (SUSA) | 0.1 | $307k | 2.0k | 155.64 |
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| Ishares Tr Esg Awr Msci Usa | 0.1 | $307k | 8.5k | 36.26 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $307k | +6% | 3.4k | 89.62 |
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| CVS Caremark Corporation (CVS) | 0.1 | $305k | -3% | 3.6k | 85.69 |
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| Tractor Supply Company (TSCO) | 0.1 | $305k | 9.7k | 31.29 |
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| Citizens Financial (CFG) | 0.1 | $302k | 4.7k | 63.76 |
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| Linde SHS (LIN) | 0.1 | $301k | 635.00 | 474.65 |
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| Realty Income (O) | 0.1 | $301k | 5.5k | 54.30 |
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| Ishares Tr Systematic Bd Et (SYSB) | 0.1 | $300k | +18% | 3.6k | 84.28 |
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| Park Hotels & Resorts Inc-wi (PK) | 0.1 | $298k | 19k | 15.42 |
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| Vanguard World Industrial Etf (VIS) | 0.1 | $296k | -12% | 923.00 | 320.51 |
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| Intel Corporation (INTC) | 0.1 | $295k | 2.5k | 120.23 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $290k | 1.4k | 209.45 |
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| Eaton Corp SHS (ETN) | 0.1 | $286k | -5% | 666.00 | 429.71 |
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| Morgan Stanley Com New (MS) | 0.1 | $286k | -2% | 1.5k | 188.08 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $284k | NEW | 2.8k | 103.05 |
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| Best Buy (BBY) | 0.1 | $283k | -17% | 3.2k | 88.24 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $273k | 1.2k | 228.11 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $270k | -7% | 3.8k | 70.61 |
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| Ishares Tr Core Msci Pac (IPAC) | 0.1 | $270k | 3.2k | 85.11 |
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| Ishares Emng Mkts Eqt (EMGF) | 0.1 | $264k | -13% | 3.7k | 71.54 |
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| Wells Fargo & Company (WFC) | 0.1 | $263k | 3.3k | 80.05 |
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| General Mills (GIS) | 0.1 | $259k | -10% | 8.0k | 32.16 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $258k | 1.7k | 152.07 |
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| Procter & Gamble Company (PG) | 0.1 | $256k | -20% | 1.8k | 145.28 |
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| Sap Se Spon Adr (SAP) | 0.1 | $254k | NEW | 1.2k | 208.48 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $253k | -9% | 2.5k | 99.31 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $246k | +3% | 257.00 | 955.42 |
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| Cal Maine Foods Com New (CALM) | 0.1 | $244k | 3.6k | 68.06 |
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| At&t (T) | 0.1 | $242k | NEW | 9.9k | 24.40 |
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| Vanguard World Comm Srvc Etf (VOX) | 0.1 | $241k | -12% | 1.3k | 190.59 |
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| Palo Alto Networks (PANW) | 0.1 | $240k | NEW | 604.00 | 397.31 |
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| Philip Morris International (PM) | 0.1 | $240k | +3% | 1.3k | 190.82 |
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| United Bankshares (UBSI) | 0.1 | $239k | 5.2k | 45.94 |
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| Cme (CME) | 0.1 | $238k | NEW | 910.00 | 261.98 |
|
| Analog Devices (ADI) | 0.1 | $234k | 590.00 | 396.71 |
|
|
| Regions Financial Corporation (RF) | 0.1 | $233k | +2% | 8.7k | 26.88 |
|
| John Hancock Exchange Traded Multifactor Mi (JHMM) | 0.1 | $233k | -4% | 3.3k | 71.50 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $232k | -3% | 1.4k | 160.32 |
|
| Citigroup Com New (C) | 0.1 | $231k | -3% | 1.8k | 129.48 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $229k | 1.5k | 155.23 |
|
|
| Spdr Series Trust St Bloo High Etf (JNK) | 0.1 | $226k | -2% | 2.4k | 92.75 |
|
| Chubb (CB) | 0.1 | $225k | 691.00 | 325.25 |
|
|
| Blackrock Etf Trust Ii Ishar Backe Etf (MBBA) | 0.1 | $224k | NEW | 4.8k | 46.91 |
|
| Monolithic Power Systems (MPWR) | 0.1 | $222k | -4% | 165.00 | 1347.22 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $221k | NEW | 1.6k | 135.53 |
|
| Nextera Energy (NEE) | 0.1 | $220k | 2.9k | 75.74 |
|
|
| Amphenol Corp Cl A (APH) | 0.1 | $219k | +104% | 2.6k | 84.30 |
|
| Spdr Series Trust ST STR SP500FF (SPYX) | 0.1 | $219k | 3.5k | 62.48 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $219k | 538.00 | 406.63 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $218k | -11% | 1.9k | 112.09 |
|
| Phillips 66 (PSX) | 0.1 | $217k | NEW | 851.00 | 255.31 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $217k | -4% | 774.00 | 280.09 |
|
| Astrazeneca Ord (AZN) | 0.1 | $211k | -13% | 1.3k | 161.47 |
|
| Vanguard World Financials Etf (VFH) | 0.1 | $205k | -11% | 1.6k | 130.09 |
|
| NetApp (NTAP) | 0.1 | $205k | NEW | 975.00 | 210.08 |
|
| ConocoPhillips (COP) | 0.1 | $204k | NEW | 1.6k | 125.15 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.1 | $203k | -7% | 5.1k | 39.72 |
|
| Robert Half International (RHI) | 0.1 | $202k | NEW | 5.5k | 36.75 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $202k | NEW | 762.00 | 264.75 |
|
| PNC Financial Services (PNC) | 0.1 | $200k | +2% | 901.00 | 222.26 |
|
| Western Union Company (WU) | 0.0 | $171k | +29% | 29k | 5.90 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $60k | 11k | 5.63 |
|
Past Filings by Hoxton Planning & Management
SEC 13F filings are viewable for Hoxton Planning & Management going back to 2022
- Hoxton Planning & Management 2026 Q3 filed Oct. 15, 2026
- Hoxton Planning & Management 2026 Q2 filed July 16, 2026
- Hoxton Planning & Management 2026 Q1 filed April 20, 2026
- 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