Hixon Zuercher as of June 30, 2020
Portfolio Holdings for Hixon Zuercher
Hixon Zuercher holds 51 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 5.9 | $6.8M | 19k | 364.80 | |
| Microsoft Corporation (MSFT) | 5.3 | $6.1M | 30k | 203.53 | |
| MarketAxess Holdings (MKTX) | 4.4 | $5.2M | 10k | 500.92 | |
| Mastercard Incorporated Cl A (MA) | 4.3 | $5.0M | 17k | 295.73 | |
| Johnson & Johnson (JNJ) | 4.3 | $5.0M | 35k | 140.64 | |
| Costco Wholesale Corporation (COST) | 4.2 | $4.9M | 16k | 303.21 | |
| Amazon (AMZN) | 4.2 | $4.9M | 1.8k | 2758.91 | |
| Wal-Mart Stores (WMT) | 4.0 | $4.7M | 39k | 119.77 | |
| Paypal Holdings (PYPL) | 3.7 | $4.3M | 25k | 174.23 | |
| Facebook Cl A (META) | 3.1 | $3.6M | 16k | 227.06 | |
| Pepsi (PEP) | 2.8 | $3.3M | 25k | 132.25 | |
| salesforce (CRM) | 2.8 | $3.3M | 18k | 187.31 | |
| Adobe Systems Incorporated (ADBE) | 2.8 | $3.2M | 7.4k | 435.28 | |
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 2.7 | $3.1M | 118k | 26.59 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.7 | $3.1M | 2.2k | 1418.18 | |
| Digital Realty Trust (DLR) | 2.7 | $3.1M | 22k | 142.11 | |
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 2.6 | $3.0M | 49k | 62.59 | |
| Gilead Sciences (GILD) | 2.5 | $3.0M | 39k | 76.95 | |
| Intercontinental Exchange (ICE) | 2.5 | $2.9M | 32k | 91.61 | |
| Stryker Corporation (SYK) | 2.3 | $2.7M | 15k | 180.19 | |
| NVIDIA Corporation (NVDA) | 2.2 | $2.6M | 6.8k | 379.88 | |
| Verizon Communications (VZ) | 2.2 | $2.6M | 46k | 55.13 | |
| Nextera Energy (NEE) | 2.1 | $2.4M | 10k | 240.20 | |
| American Tower Reit (AMT) | 1.8 | $2.1M | 8.3k | 258.53 | |
| Goldman Sachs Etf Tr Activebeta Us (GSSC) | 1.8 | $2.1M | 53k | 40.12 | |
| Exxon Mobil Corporation (XOM) | 1.5 | $1.8M | 40k | 44.73 | |
| Edwards Lifesciences (EW) | 1.5 | $1.8M | 26k | 69.11 | |
| McDonald's Corporation (MCD) | 1.4 | $1.7M | 9.1k | 184.49 | |
| At&t (T) | 1.3 | $1.6M | 52k | 30.23 | |
| Eli Lilly & Co. (LLY) | 1.3 | $1.5M | 9.2k | 164.19 | |
| Illumina (ILMN) | 1.2 | $1.4M | 3.7k | 370.23 | |
| Starbucks Corporation (SBUX) | 1.0 | $1.2M | 17k | 73.58 | |
| Qualcomm (QCOM) | 0.9 | $1.1M | 12k | 91.23 | |
| Intel Corporation (INTC) | 0.9 | $996k | 17k | 59.86 | |
| Honeywell International (HON) | 0.8 | $954k | 6.6k | 144.52 | |
| Pfizer (PFE) | 0.8 | $943k | 29k | 32.70 | |
| Lowe's Companies (LOW) | 0.8 | $937k | 6.9k | 135.17 | |
| Abbott Laboratories (ABT) | 0.8 | $936k | 10k | 91.44 | |
| American Electric Power Company (AEP) | 0.8 | $932k | 12k | 79.61 | |
| JPMorgan Chase & Co. (JPM) | 0.7 | $824k | 8.8k | 94.09 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $820k | 4.6k | 178.57 | |
| Oracle Corporation (ORCL) | 0.7 | $812k | 15k | 55.25 | |
| Procter & Gamble Company (PG) | 0.5 | $598k | 5.0k | 119.60 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $535k | 200.00 | 2675.00 | |
| Walt Disney Company (DIS) | 0.4 | $503k | 4.5k | 111.48 | |
| Visa Com Cl A (V) | 0.3 | $312k | 1.6k | 193.07 | |
| Intuit (INTU) | 0.2 | $246k | 830.00 | 296.39 | |
| Walgreen Boots Alliance | 0.2 | $239k | 5.6k | 42.44 | |
| Abbvie (ABBV) | 0.2 | $236k | 2.4k | 98.33 | |
| 3M Company (MMM) | 0.2 | $234k | 1.5k | 156.00 | |
| Meta Financial (CASH) | 0.2 | $218k | 218k | 1.00 |
