Hixon Zuercher as of Dec. 31, 2019
Portfolio Holdings for Hixon Zuercher
Hixon Zuercher holds 56 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 6.9 | $7.2M | 25k | 293.64 | |
| Disney Walt Com Disney (DIS) | 4.7 | $4.9M | 34k | 144.62 | |
| Microsoft Corporation (MSFT) | 4.7 | $4.9M | 31k | 157.70 | |
| Mastercard Cl A (MA) | 3.7 | $3.9M | 13k | 298.63 | |
| Costco Wholesale Corporation (COST) | 3.7 | $3.8M | 13k | 293.91 | |
| Johnson & Johnson (JNJ) | 3.6 | $3.8M | 26k | 145.88 | |
| Cisco Systems (CSCO) | 3.4 | $3.6M | 75k | 47.96 | |
| Intel Corporation (INTC) | 3.3 | $3.5M | 58k | 59.85 | |
| JPMorgan Chase & Co. (JPM) | 3.2 | $3.3M | 24k | 139.38 | |
| Lowe's Companies (LOW) | 3.1 | $3.3M | 27k | 119.77 | |
| Amazon (AMZN) | 3.0 | $3.1M | 1.7k | 1847.65 | |
| Pepsi (PEP) | 3.0 | $3.1M | 23k | 136.66 | |
| Marathon Petroleum Corp (MPC) | 2.9 | $3.1M | 51k | 60.25 | |
| Wal-Mart Stores (WMT) | 2.9 | $3.0M | 26k | 118.85 | |
| Edwards Lifesciences (EW) | 2.8 | $3.0M | 13k | 233.28 | |
| Starbucks Corporation (SBUX) | 2.8 | $3.0M | 34k | 87.93 | |
| BlackRock | 2.5 | $2.6M | 5.2k | 502.70 | |
| Chevron Corporation (CVX) | 2.3 | $2.4M | 20k | 120.53 | |
| Facebook Cl A (META) | 2.2 | $2.3M | 11k | 205.22 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $2.2M | 1.7k | 1339.34 | |
| Paypal Holdings (PYPL) | 2.1 | $2.2M | 20k | 108.18 | |
| Welltower Inc Com reit (WELL) | 1.9 | $2.0M | 25k | 81.77 | |
| Deere & Company (DE) | 1.9 | $2.0M | 12k | 173.26 | |
| Adobe Systems Incorporated (ADBE) | 1.9 | $2.0M | 6.0k | 329.74 | |
| McDonald's Corporation (MCD) | 1.9 | $1.9M | 9.9k | 197.59 | |
| Bank of America Corporation (BAC) | 1.8 | $1.9M | 55k | 35.21 | |
| MarketAxess Holdings (MKTX) | 1.6 | $1.7M | 4.5k | 379.05 | |
| salesforce (CRM) | 1.6 | $1.7M | 10k | 162.63 | |
| Cincinnati Financial Corporation (CINF) | 1.6 | $1.6M | 16k | 105.16 | |
| American Electric Power Company (AEP) | 1.5 | $1.6M | 17k | 94.48 | |
| Cerner Corporation | 1.5 | $1.6M | 21k | 73.41 | |
| Charles Schwab Corporation (SCHW) | 1.5 | $1.5M | 33k | 47.56 | |
| At&t (T) | 1.3 | $1.4M | 35k | 39.09 | |
| V.F. Corporation (VFC) | 1.2 | $1.2M | 12k | 99.64 | |
| Automatic Data Processing (ADP) | 1.1 | $1.2M | 7.0k | 170.53 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $1.2M | 5.2k | 226.44 | |
| Emerson Electric (EMR) | 1.0 | $1.0M | 14k | 76.28 | |
| Digital Realty Trust (DLR) | 1.0 | $1.0M | 8.6k | 119.78 | |
| Gilead Sciences (GILD) | 0.8 | $802k | 12k | 64.94 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.6 | $679k | 200.00 | 3395.00 | |
| Procter & Gamble Company (PG) | 0.6 | $625k | 5.0k | 125.00 | |
| Nextera Energy (NEE) | 0.4 | $460k | 1.9k | 242.11 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $364k | 5.2k | 69.73 | |
| Pfizer (PFE) | 0.3 | $345k | 8.8k | 39.24 | |
| Walgreen Boots Alliance (WBA) | 0.3 | $326k | 5.5k | 59.04 | |
| Visa Com Cl A (V) | 0.3 | $304k | 1.6k | 188.12 | |
| Eli Lilly & Co. (LLY) | 0.3 | $283k | 2.2k | 131.63 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $278k | 2.5k | 112.23 | |
| 3M Company (MMM) | 0.3 | $265k | 1.5k | 176.67 | |
| Abbott Laboratories (ABT) | 0.2 | $252k | 2.9k | 86.90 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $241k | 180.00 | 1338.89 | |
| Intuit (INTU) | 0.2 | $217k | 830.00 | 261.45 | |
| American Express Company (AXP) | 0.2 | $215k | 1.7k | 124.57 | |
| Abbvie (ABBV) | 0.2 | $212k | 2.4k | 88.33 | |
| Nike CL B (NKE) | 0.2 | $205k | 2.0k | 101.33 | |
| Meta Financial (CASH) | 0.1 | $98k | 98k | 1.00 |
