Hixon Zuercher as of June 30, 2021
Portfolio Holdings for Hixon Zuercher
Hixon Zuercher holds 56 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 5.7 | $9.5M | 69k | 136.96 | |
| Microsoft Corporation (MSFT) | 4.9 | $8.2M | 30k | 270.88 | |
| NVIDIA Corporation (NVDA) | 4.6 | $7.6M | 9.5k | 800.15 | |
| Mastercard Incorporated Cl A (MA) | 3.6 | $6.0M | 16k | 365.08 | |
| Amazon (AMZN) | 3.5 | $5.8M | 1.7k | 3439.91 | |
| Paypal Holdings (PYPL) | 3.4 | $5.6M | 19k | 291.49 | |
| Costco Wholesale Corporation (COST) | 3.4 | $5.6M | 14k | 395.63 | |
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 3.2 | $5.3M | 152k | 34.93 | |
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 3.2 | $5.3M | 61k | 86.03 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.1 | $5.2M | 2.1k | 2441.64 | |
| Johnson & Johnson (JNJ) | 3.1 | $5.1M | 31k | 164.73 | |
| Tesla Motors (TSLA) | 2.5 | $4.2M | 6.1k | 679.64 | |
| Wal-Mart Stores (WMT) | 2.5 | $4.1M | 29k | 141.02 | |
| Stryker Corporation (SYK) | 2.5 | $4.1M | 16k | 259.73 | |
| Lowe's Companies (LOW) | 2.4 | $4.1M | 21k | 193.96 | |
| JPMorgan Chase & Co. (JPM) | 2.4 | $4.0M | 26k | 155.54 | |
| Goldman Sachs Etf Tr Activebeta Us (GSSC) | 2.3 | $3.7M | 58k | 65.02 | |
| Pepsi (PEP) | 2.1 | $3.6M | 24k | 148.16 | |
| Adobe Systems Incorporated (ADBE) | 2.1 | $3.5M | 6.0k | 585.65 | |
| Starbucks Corporation (SBUX) | 2.1 | $3.5M | 32k | 111.80 | |
| Intercontinental Exchange (ICE) | 2.1 | $3.5M | 29k | 118.71 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.0 | $3.3M | 12k | 277.88 | |
| Nextera Energy (NEE) | 2.0 | $3.3M | 45k | 73.28 | |
| MarketAxess Holdings (MKTX) | 2.0 | $3.2M | 7.0k | 463.54 | |
| Facebook Cl A (META) | 1.9 | $3.2M | 9.3k | 347.70 | |
| Exxon Mobil Corporation (XOM) | 1.9 | $3.1M | 49k | 63.07 | |
| salesforce (CRM) | 1.8 | $3.1M | 13k | 244.23 | |
| Honeywell International (HON) | 1.8 | $3.0M | 14k | 219.34 | |
| Edwards Lifesciences (EW) | 1.8 | $3.0M | 29k | 103.57 | |
| Digital Realty Trust (DLR) | 1.8 | $3.0M | 20k | 150.48 | |
| Verizon Communications (VZ) | 1.6 | $2.7M | 48k | 56.04 | |
| American Tower Reit (AMT) | 1.6 | $2.6M | 9.8k | 270.10 | |
| Caterpillar (CAT) | 1.5 | $2.5M | 11k | 217.62 | |
| McDonald's Corporation (MCD) | 1.3 | $2.2M | 9.6k | 231.02 | |
| Eli Lilly & Co. (LLY) | 1.3 | $2.2M | 9.4k | 229.48 | |
| Illumina (ILMN) | 1.3 | $2.1M | 4.4k | 473.23 | |
| Square Cl A (SQ) | 1.1 | $1.9M | 7.7k | 243.74 | |
| Qualcomm (QCOM) | 1.1 | $1.8M | 13k | 142.95 | |
| Goldman Sachs (GS) | 0.9 | $1.6M | 4.1k | 379.44 | |
| At&t (T) | 0.8 | $1.3M | 45k | 28.79 | |
| Abbott Laboratories (ABT) | 0.7 | $1.2M | 11k | 115.96 | |
| Oracle Corporation (ORCL) | 0.7 | $1.2M | 16k | 77.83 | |
| Pfizer (PFE) | 0.7 | $1.2M | 31k | 39.17 | |
| Gilead Sciences (GILD) | 0.6 | $1.1M | 16k | 68.83 | |
| Walt Disney Company (DIS) | 0.5 | $794k | 4.5k | 175.74 | |
| Procter & Gamble Company (PG) | 0.4 | $675k | 5.0k | 135.00 | |
| Deere & Company (DE) | 0.3 | $421k | 1.2k | 352.30 | |
| Intuit (INTU) | 0.2 | $407k | 830.00 | 490.36 | |
| Visa Com Cl A (V) | 0.2 | $378k | 1.6k | 233.91 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 0.2 | $318k | 600.00 | 530.00 | |
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $315k | 2.7k | 116.45 | |
| Nike CL B (NKE) | 0.2 | $313k | 2.0k | 154.72 | |
| Walgreen Boots Alliance (WBA) | 0.2 | $309k | 5.9k | 52.61 | |
| 3M Company (MMM) | 0.2 | $298k | 1.5k | 198.67 | |
| Abbvie (ABBV) | 0.2 | $270k | 2.4k | 112.50 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $267k | 2.8k | 96.46 |
