Hixon Zuercher as of Sept. 30, 2021
Portfolio Holdings for Hixon Zuercher
Hixon Zuercher holds 59 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 5.8 | $9.9M | 70k | 141.50 | |
| Microsoft Corporation (MSFT) | 5.0 | $8.6M | 31k | 281.92 | |
| NVIDIA Corporation (NVDA) | 4.6 | $7.9M | 38k | 207.17 | |
| Costco Wholesale Corporation (COST) | 3.7 | $6.4M | 14k | 449.32 | |
| Mastercard Incorporated Cl A (MA) | 3.4 | $5.8M | 17k | 347.70 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.4 | $5.8M | 2.2k | 2673.58 | |
| Amazon (AMZN) | 3.3 | $5.7M | 1.7k | 3285.22 | |
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 3.2 | $5.5M | 161k | 34.17 | |
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 3.1 | $5.3M | 62k | 86.02 | |
| Johnson & Johnson (JNJ) | 3.0 | $5.2M | 32k | 161.49 | |
| Paypal Holdings (PYPL) | 3.0 | $5.1M | 20k | 260.19 | |
| Tesla Motors (TSLA) | 2.9 | $4.9M | 6.3k | 775.53 | |
| JPMorgan Chase & Co. (JPM) | 2.6 | $4.4M | 27k | 163.69 | |
| Lowe's Companies (LOW) | 2.5 | $4.4M | 22k | 202.86 | |
| Stryker Corporation (SYK) | 2.5 | $4.3M | 16k | 263.75 | |
| Wal-Mart Stores (WMT) | 2.4 | $4.2M | 30k | 139.39 | |
| Goldman Sachs Etf Tr Activebeta Us (GSSC) | 2.2 | $3.8M | 60k | 63.02 | |
| Nextera Energy (NEE) | 2.2 | $3.8M | 48k | 78.53 | |
| Pepsi (PEP) | 2.1 | $3.7M | 24k | 150.43 | |
| Starbucks Corporation (SBUX) | 2.1 | $3.6M | 33k | 110.31 | |
| Adobe Systems Incorporated (ADBE) | 2.1 | $3.5M | 6.1k | 575.67 | |
| salesforce (CRM) | 2.0 | $3.5M | 13k | 271.25 | |
| Intercontinental Exchange (ICE) | 2.0 | $3.4M | 30k | 114.83 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.0 | $3.4M | 12k | 272.93 | |
| Edwards Lifesciences (EW) | 1.9 | $3.3M | 29k | 113.22 | |
| Facebook Cl A (META) | 1.9 | $3.2M | 9.4k | 339.42 | |
| MarketAxess Holdings (MKTX) | 1.8 | $3.0M | 7.2k | 420.67 | |
| Honeywell International (HON) | 1.7 | $3.0M | 14k | 212.30 | |
| Exxon Mobil Corporation (XOM) | 1.7 | $3.0M | 50k | 58.82 | |
| Digital Realty Trust (DLR) | 1.7 | $2.9M | 20k | 144.48 | |
| American Tower Reit (AMT) | 1.6 | $2.7M | 10k | 265.45 | |
| Verizon Communications (VZ) | 1.6 | $2.7M | 49k | 54.01 | |
| Caterpillar (CAT) | 1.4 | $2.4M | 12k | 191.95 | |
| McDonald's Corporation (MCD) | 1.4 | $2.3M | 9.7k | 241.10 | |
| Eli Lilly & Co. (LLY) | 1.3 | $2.2M | 9.4k | 231.02 | |
| Square Cl A (XYZ) | 1.1 | $1.9M | 7.8k | 239.80 | |
| Illumina (ILMN) | 1.1 | $1.8M | 4.5k | 405.68 | |
| Qualcomm (QCOM) | 1.0 | $1.7M | 13k | 128.98 | |
| Goldman Sachs (GS) | 0.9 | $1.6M | 4.3k | 378.11 | |
| Oracle Corporation (ORCL) | 0.8 | $1.4M | 16k | 87.11 | |
| Pfizer (PFE) | 0.8 | $1.4M | 32k | 43.00 | |
| Abbott Laboratories (ABT) | 0.7 | $1.3M | 11k | 118.14 | |
| At&t (T) | 0.7 | $1.3M | 47k | 27.00 | |
| Gilead Sciences (GILD) | 0.6 | $1.1M | 16k | 69.85 | |
| Walt Disney Company (DIS) | 0.4 | $764k | 4.5k | 169.10 | |
| Procter & Gamble Company (PG) | 0.4 | $699k | 5.0k | 139.80 | |
| Intuit (INTU) | 0.3 | $448k | 830.00 | 539.76 | |
| Deere & Company (DE) | 0.2 | $400k | 1.2k | 334.73 | |
| Visa Com Cl A (V) | 0.2 | $360k | 1.6k | 222.77 | |
| 3M Company (MMM) | 0.2 | $316k | 1.8k | 175.56 | |
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $310k | 2.7k | 114.60 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 0.2 | $309k | 600.00 | 515.00 | |
| Nike CL B (NKE) | 0.2 | $294k | 2.0k | 145.33 | |
| Abbvie (ABBV) | 0.2 | $280k | 2.6k | 107.69 | |
| Walgreen Boots Alliance | 0.2 | $279k | 5.9k | 47.06 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $261k | 2.8k | 94.29 | |
| Spdr Ser Tr Spdr Bloomberg (BIL) | 0.1 | $224k | 2.4k | 91.62 | |
| Snowflake Cl A (SNOW) | 0.1 | $223k | 737.00 | 302.58 | |
| United Parcel Service CL B (UPS) | 0.1 | $200k | 1.1k | 181.82 |
