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 28.44% of Hoxton Planning & Management's stock portfolio.
- Added to shares of these 10 stocks: GOVT, EFG, Invesco Qqq Tr, IVV, BLCR, IDEF, IUSB, FLTB, FBND, PHYL.
- Started 17 new stock positions in HON, GLW, PM, BLCR, AZN, Ishares Tr, EIX, COP, STWD, SPTL. FLTB, PAYX, Invesco Qqq Tr, DMXF, Raytheon Technologies Corp, IDEF, UBSI.
- Reduced shares in these 10 stocks: OEF, QQQ, IAU, ITA, EMB, ESGU, ISTB, DYNF, BINC, IEMG.
- Sold out of its positions in ABT, AstraZeneca, BSX, JKHY, QQQ, IWF, EMB, ITA, NWG, RTX. CRM, SAP, SWKS, SONY, VCR, VV, Amcor, ACN.
- Hoxton Planning & Management was a net buyer of stock by $7.5M.
- Hoxton Planning & Management has $333M in assets under management (AUM), dropping by -0.62%.
- Central Index Key (CIK): 0001954782
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Portfolio Holdings for Hoxton Planning & Management
Hoxton Planning & Management holds 216 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 15.0 | $50M | +3% | 77k | 653.21 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 4.6 | $15M | +6% | 331k | 46.19 |
|
| NVIDIA Corporation (NVDA) | 3.3 | $11M | 63k | 174.40 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.9 | $9.6M | +4% | 15k | 650.34 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 2.7 | $8.9M | 92k | 97.23 |
|
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 2.4 | $7.8M | -9% | 162k | 48.46 |
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| Apple (AAPL) | 2.1 | $6.9M | 27k | 253.79 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 2.0 | $6.8M | 292k | 23.22 |
|
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| Ishares Tr S&p 500 Val Etf (IVE) | 2.0 | $6.7M | -4% | 32k | 211.15 |
|
| Spdr Series Trust State Street Spd (SPYG) | 2.0 | $6.7M | +3% | 69k | 97.91 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.9 | $6.4M | 11k | 597.53 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 1.9 | $6.2M | +73% | 56k | 111.37 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 1.8 | $6.0M | +5% | 226k | 26.61 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.7 | $5.8M | +8% | 51k | 113.11 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 1.7 | $5.6M | -9% | 97k | 58.18 |
|
| Ishares Core Msci Emkt (IEMG) | 1.6 | $5.4M | -6% | 77k | 69.75 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 1.5 | $4.9M | +10% | 63k | 77.18 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.4 | $4.8M | 34k | 142.43 |
|
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 1.4 | $4.7M | +3% | 23k | 203.79 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.4 | $4.7M | +2% | 61k | 77.11 |
|
| Microsoft Corporation (MSFT) | 1.3 | $4.2M | 11k | 370.17 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 1.2 | $4.1M | +248% | 177k | 22.91 |
|
| Ishares Tr Eafe Value Etf (EFV) | 1.2 | $4.0M | +3% | 54k | 74.35 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 1.0 | $3.5M | +5% | 39k | 87.84 |
|
| Ishares Tr Mbs Etf (MBB) | 1.0 | $3.3M | +12% | 34k | 94.95 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.9 | $3.2M | +13% | 31k | 100.72 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.9 | $2.9M | +4% | 29k | 99.27 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.8 | $2.7M | +3% | 14k | 191.81 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $2.7M | 9.3k | 287.56 |
|
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.7 | $2.4M | +12% | 73k | 32.95 |
|
| Amazon (AMZN) | 0.7 | $2.4M | 12k | 208.27 |
|
|
| Blackrock Etf Trust Ishares Us Thema (THRO) | 0.7 | $2.3M | +9% | 65k | 36.22 |
|
| Broadcom (AVGO) | 0.7 | $2.3M | 7.4k | 309.51 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.7 | $2.3M | +5% | 9.5k | 239.99 |
|
| Invesco Qqq Tr Unit Ser 1 | 0.7 | $2.3M | NEW | 3.9k | 577.11 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.7 | $2.2M | +18% | 44k | 50.04 |
|
| Blackrock Etf Trust Ishares Large Ca (BLCR) | 0.6 | $1.8M | NEW | 45k | 41.06 |
|
| Meta Platforms Cl A (META) | 0.5 | $1.8M | 3.2k | 572.13 |
|
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.5 | $1.8M | -19% | 35k | 51.93 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.5 | $1.7M | -2% | 20k | 86.69 |
|
| Blackrock Etf Trust Ishares Defense (IDEF) | 0.5 | $1.7M | NEW | 53k | 32.72 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.5 | $1.7M | -10% | 4.8k | 356.56 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $1.6M | 18k | 90.53 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.5 | $1.6M | -67% | 4.9k | 318.07 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.5 | $1.5M | +75% | 33k | 45.62 |
|
| Tesla Motors (TSLA) | 0.4 | $1.5M | -4% | 4.0k | 371.78 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $1.5M | 1.5k | 996.43 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.4 | $1.3M | +9% | 27k | 49.89 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.3M | +4% | 4.6k | 286.86 |
|
| J P Morgan Exchange Traded F Betabuildrs Us (BBUS) | 0.4 | $1.3M | +42% | 11k | 117.18 |
|
| Pgim Etf Tr Actv Hy Bd Etf (PHYL) | 0.4 | $1.3M | +69% | 37k | 34.63 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.4 | $1.3M | -40% | 9.1k | 141.42 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.4 | $1.3M | -9% | 6.5k | 196.19 |
|
| International Business Machines (IBM) | 0.4 | $1.3M | 5.2k | 242.41 |
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| Shore Bancshares (SHBI) | 0.4 | $1.2M | -2% | 67k | 18.68 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.4 | $1.2M | 22k | 56.79 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $1.2M | 7.0k | 169.66 |
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| Eli Lilly & Co. (LLY) | 0.3 | $1.1M | -2% | 1.3k | 919.68 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $1.1M | -2% | 3.8k | 294.15 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.3 | $1.1M | -18% | 25k | 42.22 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $1.1M | -10% | 2.4k | 436.73 |
|
| Netflix (NFLX) | 0.3 | $1.0M | 11k | 96.15 |
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| Verizon Communications (VZ) | 0.3 | $1.0M | 21k | 50.20 |
|
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $991k | 3.1k | 320.85 |
|
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $964k | 2.0k | 479.20 |
|
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| Lam Research Corp Com New (LRCX) | 0.3 | $923k | -2% | 4.3k | 213.66 |
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.2 | $830k | +19% | 36k | 23.14 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $812k | -2% | 1.6k | 499.66 |
|
| Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB) | 0.2 | $810k | NEW | 16k | 50.27 |
|
| Johnson & Johnson (JNJ) | 0.2 | $795k | +12% | 3.3k | 244.44 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.2 | $794k | +3% | 9.9k | 80.58 |
|
| Blackrock Etf Trust Ishares Us Carbo (LCTU) | 0.2 | $778k | +10% | 11k | 70.14 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $777k | -22% | 1.1k | 697.72 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $775k | -60% | 8.8k | 88.16 |
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| Blackrock (BLK) | 0.2 | $770k | -4% | 801.00 | 961.71 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.2 | $765k | +2% | 4.9k | 155.11 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $751k | +2% | 7.3k | 102.25 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $735k | -6% | 11k | 67.53 |
|
| Applied Materials (AMAT) | 0.2 | $731k | -3% | 2.1k | 341.79 |
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| Equity Lifestyle Properties (ELS) | 0.2 | $716k | 12k | 62.42 |
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| Pfizer (PFE) | 0.2 | $710k | +4% | 25k | 28.08 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $695k | +6% | 13k | 53.22 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.2 | $694k | -17% | 20k | 35.53 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $680k | +71% | 9.2k | 73.64 |
|
| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.2 | $672k | +11% | 8.3k | 80.56 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.2 | $668k | +21% | 14k | 47.55 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $664k | 5.3k | 124.31 |
|
|
| Wal-Mart Stores (WMT) | 0.2 | $662k | 5.3k | 124.28 |
|
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| Norfolk Southern (NSC) | 0.2 | $658k | 2.3k | 287.00 |
|
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| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $639k | -8% | 3.5k | 181.42 |
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| Stryker Corporation (SYK) | 0.2 | $638k | 1.9k | 328.59 |
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| Cisco Systems (CSCO) | 0.2 | $628k | 8.1k | 77.59 |
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| Automatic Data Processing (ADP) | 0.2 | $627k | 3.1k | 203.21 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $614k | -4% | 2.8k | 217.22 |
|
| Home Depot (HD) | 0.2 | $610k | 1.9k | 328.89 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.2 | $602k | 1.3k | 463.19 |
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| Republic Services (RSG) | 0.2 | $601k | 2.7k | 219.02 |
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| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.2 | $592k | -8% | 15k | 39.68 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.2 | $588k | 1.9k | 313.87 |
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| S&p Global (SPGI) | 0.2 | $585k | -8% | 1.4k | 425.34 |
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| Truist Financial Corp equities (TFC) | 0.2 | $575k | -2% | 13k | 45.97 |
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| Visa Com Cl A (V) | 0.2 | $565k | +2% | 1.9k | 302.24 |
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| Ishares Tr Core Msci Total (IXUS) | 0.2 | $565k | +2% | 6.5k | 86.64 |
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| Union Pacific Corporation (UNP) | 0.2 | $563k | 2.3k | 242.62 |
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| Ishares Tr Glb Infrastr Etf (IGF) | 0.2 | $560k | -2% | 8.4k | 67.00 |
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| Intuit (INTU) | 0.2 | $521k | -4% | 1.2k | 432.48 |
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| Nasdaq Omx (NDAQ) | 0.2 | $518k | 6.1k | 84.89 |
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| United Parcel Svcs CL B (UPS) | 0.2 | $514k | +14% | 5.2k | 98.38 |
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| Kinder Morgan (KMI) | 0.2 | $511k | 15k | 33.53 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $509k | -5% | 2.1k | 247.97 |
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| Advanced Micro Devices (AMD) | 0.2 | $506k | +2% | 2.5k | 203.43 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.1 | $491k | 4.1k | 121.19 |
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| Oneok (OKE) | 0.1 | $488k | 5.4k | 90.39 |
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| Pimco Etf Tr 0-5 High Yield (HYS) | 0.1 | $487k | 5.2k | 93.27 |
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| Oracle Corporation (ORCL) | 0.1 | $482k | 3.3k | 147.11 |
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| Ishares Tr Mrgstr Md Cp Etf (IMCB) | 0.1 | $466k | +7% | 5.6k | 83.43 |
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| Tractor Supply Company (TSCO) | 0.1 | $454k | 10k | 45.30 |
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| Abbvie (ABBV) | 0.1 | $447k | -2% | 2.1k | 217.49 |
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| Qualcomm (QCOM) | 0.1 | $444k | -3% | 3.4k | 128.78 |
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| General Dynamics Corporation (GD) | 0.1 | $441k | 1.3k | 343.23 |
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| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.1 | $439k | 8.9k | 49.40 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $439k | 1.3k | 337.95 |
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| Nextera Energy (NEE) | 0.1 | $429k | 4.6k | 92.89 |
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| Gilead Sciences (GILD) | 0.1 | $426k | 3.1k | 139.37 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $423k | -8% | 3.2k | 132.90 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $418k | -20% | 8.7k | 48.05 |
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| Ishares Tr Esg Msci Usa Etf (USXF) | 0.1 | $409k | +19% | 7.4k | 55.20 |
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| Ishares Tr Core Msci Euro (IEUR) | 0.1 | $405k | +2% | 5.8k | 70.27 |
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| Capital One Financial (COF) | 0.1 | $403k | 2.2k | 182.43 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $392k | 2.8k | 138.36 |
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| Coca-Cola Company (KO) | 0.1 | $374k | 4.9k | 76.05 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $373k | -2% | 952.00 | 391.76 |
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| Ge Aerospace Com New (GE) | 0.1 | $372k | 1.3k | 283.77 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $372k | -18% | 1.4k | 272.33 |
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| American Express Company (AXP) | 0.1 | $368k | -2% | 1.2k | 302.48 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $366k | -12% | 277.00 | 1320.83 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $365k | +10% | 8.0k | 45.47 |
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| Merck & Co (MRK) | 0.1 | $359k | 3.0k | 120.29 |
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| Us Bancorp Com New (USB) | 0.1 | $357k | 6.9k | 52.01 |
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| Ishares Tr Systematic Bd Et (SYSB) | 0.1 | $355k | 4.0k | 89.00 |
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| Chevron Corporation (CVX) | 0.1 | $354k | +2% | 1.7k | 206.90 |
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| Bank of America Corporation (BAC) | 0.1 | $354k | 7.3k | 48.75 |
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| Cme (CME) | 0.1 | $352k | 1.2k | 295.35 |
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| Raytheon Technologies Corp | 0.1 | $346k | NEW | 1.8k | 192.90 |
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| Steris Shs Usd (STE) | 0.1 | $344k | 1.6k | 221.13 |
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| T. Rowe Price (TROW) | 0.1 | $339k | +30% | 3.8k | 90.14 |
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| Realty Income (O) | 0.1 | $338k | 5.5k | 61.18 |
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| Micron Technology (MU) | 0.1 | $332k | 982.00 | 337.84 |
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| Vanguard World Industrial Etf (VIS) | 0.1 | $330k | -18% | 1.1k | 312.22 |
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| Amgen (AMGN) | 0.1 | $329k | 934.00 | 351.85 |
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| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.1 | $328k | -5% | 6.5k | 50.49 |
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| Procter & Gamble Company (PG) | 0.1 | $328k | +7% | 2.3k | 144.44 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $328k | -8% | 1.1k | 302.25 |
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| Schwab Strategic Tr Mun Bd Etf (SCMB) | 0.1 | $321k | +39% | 13k | 25.48 |
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| Linde SHS (LIN) | 0.1 | $321k | +3% | 648.00 | 495.76 |
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| Ishares Tr Gnma Bond Etf (GNMA) | 0.1 | $321k | -20% | 7.2k | 44.33 |
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| Caterpillar (CAT) | 0.1 | $320k | 451.00 | 709.15 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $306k | 5.8k | 52.56 |
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| Ge Vernova (GEV) | 0.1 | $305k | 349.00 | 872.90 |
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| Lowe's Companies (LOW) | 0.1 | $304k | 1.3k | 236.29 |
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| Agnico (AEM) | 0.1 | $301k | +2% | 1.5k | 202.98 |
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| Garmin SHS (GRMN) | 0.1 | $296k | -2% | 1.3k | 232.01 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $293k | 1.0k | 287.18 |
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| McDonald's Corporation (MCD) | 0.1 | $293k | -2% | 941.00 | 310.89 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $292k | +5% | 3.5k | 82.49 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $290k | +9% | 2.6k | 110.47 |
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| Astrazeneca Ord (AZN) | 0.1 | $289k | NEW | 1.5k | 197.22 |
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| Corning Incorporated (GLW) | 0.1 | $289k | NEW | 2.1k | 135.97 |
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| Citizens Financial (CFG) | 0.1 | $288k | 4.8k | 59.97 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $284k | +6% | 3.2k | 88.70 |
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| Marvell Technology (MRVL) | 0.1 | $280k | 2.8k | 99.05 |
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| At&t (T) | 0.1 | $277k | 9.5k | 28.99 |
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| Banco Santander Sa Adr (SAN) | 0.1 | $273k | -6% | 24k | 11.28 |
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| Cal Maine Foods Com New (CALM) | 0.1 | $271k | -4% | 3.4k | 79.15 |
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| Ishares Emng Mkts Eqt (EMGF) | 0.1 | $270k | -8% | 4.5k | 60.43 |
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| Morgan Stanley Com New (MS) | 0.1 | $268k | 1.6k | 164.57 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $267k | 4.2k | 64.08 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $267k | +11% | 1.8k | 146.28 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $266k | 1.4k | 189.59 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $261k | 1.2k | 216.58 |
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| Ishares Tr Esg Optimized (SUSA) | 0.1 | $261k | +22% | 2.0k | 132.07 |
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| Vanguard World Comm Srvc Etf (VOX) | 0.1 | $260k | -18% | 1.4k | 179.84 |
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| CVS Caremark Corporation (CVS) | 0.1 | $260k | -3% | 3.6k | 71.82 |
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| Wells Fargo & Company (WFC) | 0.1 | $259k | 3.2k | 79.61 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $257k | 1.7k | 151.41 |
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| Ishares Tr Esg Eafe Etf (DMXF) | 0.1 | $256k | NEW | 3.4k | 75.45 |
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| Spdr Series Trust State Street Spd (JNK) | 0.1 | $255k | +8% | 2.7k | 95.72 |
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| Eaton Corp SHS (ETN) | 0.1 | $252k | -2% | 704.00 | 357.67 |
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| Kla Corp Com New (KLAC) | 0.1 | $252k | 171.00 | 1472.41 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $251k | -2% | 545.00 | 460.99 |
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| Spdr Series Trust State Street Spd (SPTL) | 0.1 | $248k | NEW | 9.4k | 26.30 |
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| TJX Companies (TJX) | 0.1 | $247k | +6% | 1.5k | 159.70 |
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| Edison International (EIX) | 0.1 | $243k | NEW | 3.3k | 73.18 |
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| Chubb (CB) | 0.1 | $235k | -3% | 721.00 | 325.93 |
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| John Hancock Exchange Traded Multifactor Mi (JHMM) | 0.1 | $230k | 3.4k | 67.12 |
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| Ishares Tr Core Msci Pac (IPAC) | 0.1 | $228k | +2% | 3.0k | 76.51 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $224k | +16% | 2.0k | 114.99 |
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| Best Buy (BBY) | 0.1 | $223k | -2% | 3.5k | 64.20 |
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| Pepsi (PEP) | 0.1 | $222k | -24% | 1.4k | 155.29 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $221k | 247.00 | 895.24 |
|
|
| Paychex (PAYX) | 0.1 | $220k | NEW | 2.4k | 92.12 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $220k | +8% | 2.3k | 95.62 |
|
| Ishares Tr Esg Awr Msci Usa | 0.1 | $219k | NEW | 6.9k | 31.83 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $218k | 1.5k | 144.69 |
|
|
| United Bankshares (UBSI) | 0.1 | $215k | NEW | 5.2k | 41.42 |
|
| Vanguard World Financials Etf (VFH) | 0.1 | $215k | -19% | 1.8k | 120.81 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $214k | +4% | 1.7k | 122.78 |
|
| ConocoPhillips (COP) | 0.1 | $213k | NEW | 1.6k | 132.00 |
|
| Fmc Corp Com New (FMC) | 0.1 | $213k | -17% | 12k | 17.22 |
|
| Honeywell International (HON) | 0.1 | $211k | NEW | 932.00 | 226.03 |
|
| Park Hotels & Resorts Inc-wi (PK) | 0.1 | $210k | -2% | 20k | 10.53 |
|
| UnitedHealth (UNH) | 0.1 | $210k | -18% | 777.00 | 270.59 |
|
| Citigroup Com New (C) | 0.1 | $208k | -2% | 1.8k | 113.41 |
|
| Philip Morris International (PM) | 0.1 | $200k | NEW | 1.2k | 165.34 |
|
| Starwood Property Trust (STWD) | 0.1 | $187k | NEW | 11k | 17.22 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $54k | 11k | 5.03 |
|
Past Filings by Hoxton Planning & Management
SEC 13F filings are viewable for Hoxton Planning & Management going back to 2022
- 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