Hixon Zuercher as of Dec. 31, 2020
Portfolio Holdings for Hixon Zuercher
Hixon Zuercher holds 58 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 6.8 | $9.7M | 73k | 132.69 | |
| Microsoft Corporation (MSFT) | 4.7 | $6.7M | 30k | 222.41 | |
| Costco Wholesale Corporation (COST) | 4.3 | $6.2M | 16k | 376.81 | |
| Mastercard Incorporated Cl A (MA) | 4.3 | $6.1M | 17k | 356.96 | |
| MarketAxess Holdings (MKTX) | 4.1 | $5.9M | 10k | 570.53 | |
| Johnson & Johnson (JNJ) | 4.0 | $5.8M | 37k | 157.37 | |
| Amazon (AMZN) | 4.0 | $5.8M | 1.8k | 3257.03 | |
| Wal-Mart Stores (WMT) | 4.0 | $5.7M | 40k | 144.15 | |
| Paypal Holdings (PYPL) | 3.3 | $4.7M | 20k | 234.22 | |
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 3.0 | $4.4M | 137k | 31.90 | |
| Facebook Cl A (META) | 3.0 | $4.3M | 16k | 273.15 | |
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 3.0 | $4.2M | 56k | 75.68 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.8 | $4.0M | 2.3k | 1752.71 | |
| Intercontinental Exchange (ICE) | 2.7 | $3.9M | 34k | 115.28 | |
| Pepsi (PEP) | 2.6 | $3.8M | 25k | 148.31 | |
| Stryker Corporation (SYK) | 2.6 | $3.7M | 15k | 245.04 | |
| Adobe Systems Incorporated (ADBE) | 2.6 | $3.7M | 7.4k | 500.07 | |
| NVIDIA Corporation (NVDA) | 2.5 | $3.6M | 6.9k | 522.19 | |
| salesforce (CRM) | 2.4 | $3.4M | 15k | 222.51 | |
| Goldman Sachs Etf Tr Activebeta Us (GSSC) | 2.3 | $3.3M | 61k | 54.13 | |
| Nextera Energy (NEE) | 2.2 | $3.2M | 41k | 77.14 | |
| Digital Realty Trust (DLR) | 2.2 | $3.1M | 23k | 139.51 | |
| Verizon Communications (VZ) | 2.0 | $2.8M | 48k | 58.76 | |
| Edwards Lifesciences (EW) | 1.7 | $2.4M | 26k | 91.22 | |
| Gilead Sciences (GILD) | 1.6 | $2.3M | 39k | 58.26 | |
| McDonald's Corporation (MCD) | 1.4 | $2.0M | 9.1k | 214.57 | |
| Starbucks Corporation (SBUX) | 1.3 | $1.9M | 18k | 106.97 | |
| American Tower Reit (AMT) | 1.3 | $1.9M | 8.6k | 224.45 | |
| Tesla Motors (TSLA) | 1.3 | $1.9M | 2.7k | 705.75 | |
| Qualcomm (QCOM) | 1.2 | $1.8M | 12k | 152.34 | |
| Exxon Mobil Corporation (XOM) | 1.2 | $1.7M | 41k | 41.21 | |
| Eli Lilly & Co. (LLY) | 1.1 | $1.6M | 9.3k | 168.87 | |
| At&t (T) | 1.1 | $1.5M | 52k | 28.76 | |
| Illumina (ILMN) | 1.0 | $1.4M | 3.9k | 369.93 | |
| Honeywell International (HON) | 1.0 | $1.4M | 6.6k | 212.65 | |
| Lowe's Companies (LOW) | 0.8 | $1.1M | 7.0k | 160.53 | |
| JPMorgan Chase & Co. (JPM) | 0.8 | $1.1M | 8.8k | 127.10 | |
| Abbott Laboratories (ABT) | 0.8 | $1.1M | 10k | 109.54 | |
| Pfizer (PFE) | 0.7 | $1.1M | 29k | 36.81 | |
| American Electric Power Company (AEP) | 0.7 | $986k | 12k | 83.29 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $957k | 4.1k | 231.94 | |
| Oracle Corporation (ORCL) | 0.7 | $955k | 15k | 64.67 | |
| Intel Corporation (INTC) | 0.6 | $857k | 17k | 49.81 | |
| Walt Disney Company (DIS) | 0.6 | $817k | 4.5k | 181.07 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $696k | 200.00 | 3480.00 | |
| Procter & Gamble Company (PG) | 0.5 | $696k | 5.0k | 139.20 | |
| Visa Com Cl A (V) | 0.2 | $353k | 1.6k | 218.44 | |
| Deere & Company (DE) | 0.2 | $322k | 1.2k | 269.46 | |
| Intuit (INTU) | 0.2 | $315k | 830.00 | 379.52 | |
| Nike CL B (NKE) | 0.2 | $286k | 2.0k | 141.37 | |
| 3M Company (MMM) | 0.2 | $262k | 1.5k | 174.67 | |
| Abbvie (ABBV) | 0.2 | $257k | 2.4k | 107.08 | |
| Spdr Ser Tr Spdr Bloomberg (BIL) | 0.2 | $255k | 2.8k | 91.37 | |
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $243k | 2.5k | 96.31 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 0.2 | $231k | 600.00 | 385.00 | |
| Walgreen Boots Alliance | 0.2 | $230k | 5.8k | 39.87 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $224k | 2.6k | 87.84 | |
| Danaher Corporation (DHR) | 0.1 | $211k | 950.00 | 222.11 |
