Hixon Zuercher as of March 31, 2020
Portfolio Holdings for Hixon Zuercher
Hixon Zuercher holds 35 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 6.5 | $4.5M | 18k | 254.27 | |
| Microsoft Corporation (MSFT) | 6.4 | $4.5M | 28k | 157.71 | |
| Johnson & Johnson (JNJ) | 6.2 | $4.3M | 33k | 131.12 | |
| Costco Wholesale Corporation (COST) | 6.2 | $4.3M | 15k | 285.16 | |
| Gilead Sciences (GILD) | 6.0 | $4.2M | 56k | 74.75 | |
| Wal-Mart Stores (WMT) | 5.9 | $4.1M | 36k | 113.61 | |
| MarketAxess Holdings (MKTX) | 5.5 | $3.8M | 12k | 332.55 | |
| Mastercard Cl A (MA) | 5.4 | $3.8M | 16k | 241.56 | |
| Pepsi (PEP) | 4.9 | $3.4M | 28k | 120.11 | |
| Amazon (AMZN) | 4.7 | $3.2M | 1.7k | 1949.88 | |
| Digital Realty Trust (DLR) | 3.9 | $2.7M | 19k | 138.92 | |
| Facebook Cl A (META) | 3.4 | $2.4M | 14k | 166.81 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $2.3M | 2.0k | 1161.93 | |
| salesforce (CRM) | 3.2 | $2.2M | 15k | 144.01 | |
| Paypal Holdings (PYPL) | 3.1 | $2.1M | 22k | 95.72 | |
| Adobe Systems Incorporated (ADBE) | 3.1 | $2.1M | 6.7k | 318.22 | |
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 2.9 | $2.0M | 86k | 23.06 | |
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 2.8 | $2.0M | 38k | 52.18 | |
| Meta Financial (CASH) | 2.2 | $1.5M | 1.5M | 1.00 | |
| McDonald's Corporation (MCD) | 2.2 | $1.5M | 9.1k | 165.32 | |
| At&t (T) | 2.1 | $1.5M | 50k | 29.14 | |
| Edwards Lifesciences (EW) | 2.1 | $1.4M | 7.6k | 188.63 | |
| American Electric Power Company (AEP) | 1.3 | $909k | 11k | 80.02 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $859k | 4.7k | 182.84 | |
| Procter & Gamble Company (PG) | 0.8 | $550k | 5.0k | 110.00 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.8 | $544k | 200.00 | 2720.00 | |
| Nextera Energy (NEE) | 0.7 | $457k | 1.9k | 240.53 | |
| Disney Walt Com Disney (DIS) | 0.6 | $441k | 4.6k | 96.52 | |
| Eli Lilly & Co. (LLY) | 0.4 | $298k | 2.2k | 138.60 | |
| Pfizer (PFE) | 0.4 | $278k | 8.5k | 32.64 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $266k | 3.0k | 89.96 | |
| Visa Com Cl A (V) | 0.4 | $260k | 1.6k | 160.89 | |
| Walgreen Boots Alliance | 0.4 | $255k | 5.6k | 45.75 | |
| Abbott Laboratories (ABT) | 0.3 | $229k | 2.9k | 78.97 | |
| 3M Company (MMM) | 0.3 | $205k | 1.5k | 136.67 |
