Hixon Zuercher as of Sept. 30, 2020
Portfolio Holdings for Hixon Zuercher
Hixon Zuercher holds 56 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 6.6 | $8.6M | 75k | 115.81 | |
| Microsoft Corporation (MSFT) | 4.9 | $6.4M | 30k | 210.35 | |
| Costco Wholesale Corporation (COST) | 4.5 | $5.8M | 16k | 355.01 | |
| Mastercard Incorporated Cl A (MA) | 4.4 | $5.8M | 17k | 338.19 | |
| Amazon (AMZN) | 4.3 | $5.6M | 1.8k | 3148.46 | |
| Wal-Mart Stores (WMT) | 4.3 | $5.5M | 40k | 139.92 | |
| Johnson & Johnson (JNJ) | 4.1 | $5.4M | 36k | 148.89 | |
| MarketAxess Holdings (MKTX) | 3.8 | $5.0M | 10k | 481.55 | |
| Facebook Cl A (META) | 3.2 | $4.1M | 16k | 261.90 | |
| Paypal Holdings (PYPL) | 3.0 | $3.9M | 20k | 197.03 | |
| salesforce (CRM) | 2.9 | $3.8M | 15k | 251.32 | |
| NVIDIA Corporation (NVDA) | 2.8 | $3.7M | 6.8k | 541.23 | |
| Adobe Systems Incorporated (ADBE) | 2.8 | $3.6M | 7.3k | 490.47 | |
| Pepsi (PEP) | 2.7 | $3.5M | 25k | 138.60 | |
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 2.7 | $3.5M | 124k | 28.15 | |
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 2.7 | $3.5M | 51k | 68.06 | |
| Intercontinental Exchange (ICE) | 2.6 | $3.4M | 34k | 100.06 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $3.3M | 2.2k | 1465.53 | |
| Digital Realty Trust (DLR) | 2.5 | $3.3M | 22k | 146.76 | |
| Stryker Corporation (SYK) | 2.4 | $3.1M | 15k | 208.39 | |
| Nextera Energy (NEE) | 2.2 | $2.9M | 10k | 277.57 | |
| Verizon Communications (VZ) | 2.2 | $2.8M | 47k | 59.50 | |
| Gilead Sciences (GILD) | 1.9 | $2.5M | 39k | 63.19 | |
| Goldman Sachs Etf Tr Activebeta Us (GSSC) | 1.8 | $2.4M | 56k | 42.11 | |
| Edwards Lifesciences (EW) | 1.6 | $2.1M | 26k | 79.81 | |
| McDonald's Corporation (MCD) | 1.6 | $2.0M | 9.3k | 219.48 | |
| American Tower Reit (AMT) | 1.6 | $2.0M | 8.4k | 241.71 | |
| At&t (T) | 1.2 | $1.5M | 53k | 28.51 | |
| Starbucks Corporation (SBUX) | 1.2 | $1.5M | 18k | 85.92 | |
| Exxon Mobil Corporation (XOM) | 1.1 | $1.4M | 41k | 34.33 | |
| Qualcomm (QCOM) | 1.1 | $1.4M | 12k | 117.68 | |
| Eli Lilly & Co. (LLY) | 1.1 | $1.4M | 9.4k | 147.97 | |
| Lowe's Companies (LOW) | 0.9 | $1.2M | 7.1k | 165.83 | |
| Illumina (ILMN) | 0.9 | $1.2M | 3.8k | 309.17 | |
| Tesla Motors (TSLA) | 0.9 | $1.1M | 2.6k | 429.06 | |
| Abbott Laboratories (ABT) | 0.9 | $1.1M | 10k | 108.79 | |
| Honeywell International (HON) | 0.9 | $1.1M | 6.7k | 164.62 | |
| Pfizer (PFE) | 0.8 | $1.1M | 29k | 36.71 | |
| American Electric Power Company (AEP) | 0.8 | $981k | 12k | 81.73 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $937k | 4.4k | 213.05 | |
| Intel Corporation (INTC) | 0.7 | $898k | 17k | 51.79 | |
| Oracle Corporation (ORCL) | 0.7 | $894k | 15k | 59.70 | |
| JPMorgan Chase & Co. (JPM) | 0.7 | $862k | 9.0k | 96.25 | |
| Procter & Gamble Company (PG) | 0.5 | $695k | 5.0k | 139.00 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $640k | 200.00 | 3200.00 | |
| Disney Walt Com Disney (DIS) | 0.4 | $560k | 4.5k | 124.11 | |
| Visa Com Cl A (V) | 0.2 | $323k | 1.6k | 199.88 | |
| Intuit (INTU) | 0.2 | $271k | 830.00 | 326.51 | |
| Deere & Company (DE) | 0.2 | $265k | 1.2k | 221.76 | |
| Nike CL B (NKE) | 0.2 | $254k | 2.0k | 125.56 | |
| 3M Company (MMM) | 0.2 | $240k | 1.5k | 160.00 | |
| Abbvie (ABBV) | 0.2 | $210k | 2.4k | 87.50 | |
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $206k | 2.5k | 81.65 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $205k | 2.6k | 80.39 | |
| Walgreen Boots Alliance | 0.2 | $205k | 5.7k | 35.93 | |
| Danaher Corporation (DHR) | 0.2 | $205k | 950.00 | 215.79 |
