Hixon Zuercher as of Dec. 31, 2021
Portfolio Holdings for Hixon Zuercher
Hixon Zuercher holds 62 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 6.3 | $13M | 70k | 177.57 | |
| NVIDIA Corporation (NVDA) | 5.6 | $11M | 38k | 294.11 | |
| Microsoft Corporation (MSFT) | 5.2 | $10M | 31k | 336.33 | |
| Costco Wholesale Corporation (COST) | 4.1 | $8.2M | 14k | 567.70 | |
| Tesla Motors (TSLA) | 3.4 | $6.9M | 6.5k | 1056.75 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $6.5M | 2.2k | 2897.05 | |
| Mastercard Incorporated Cl A (MA) | 3.2 | $6.3M | 18k | 359.30 | |
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 3.1 | $6.3M | 66k | 95.14 | |
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 3.1 | $6.1M | 172k | 35.27 | |
| Amazon (AMZN) | 3.0 | $5.9M | 1.8k | 3334.27 | |
| Lowe's Companies (LOW) | 2.9 | $5.8M | 23k | 258.48 | |
| Johnson & Johnson (JNJ) | 2.9 | $5.7M | 33k | 171.06 | |
| Nextera Energy (NEE) | 2.3 | $4.7M | 50k | 93.35 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.3 | $4.7M | 16k | 298.98 | |
| Wal-Mart Stores (WMT) | 2.3 | $4.5M | 31k | 144.71 | |
| Stryker Corporation (SYK) | 2.3 | $4.5M | 17k | 267.43 | |
| JPMorgan Chase & Co. (JPM) | 2.2 | $4.4M | 28k | 158.35 | |
| Pepsi (PEP) | 2.2 | $4.4M | 25k | 173.71 | |
| Intercontinental Exchange (ICE) | 2.1 | $4.2M | 31k | 136.76 | |
| Goldman Sachs Etf Tr Activebeta Us (GSSC) | 2.1 | $4.2M | 64k | 66.50 | |
| Starbucks Corporation (SBUX) | 2.0 | $4.0M | 34k | 116.97 | |
| Paypal Holdings (PYPL) | 2.0 | $3.9M | 21k | 188.57 | |
| Edwards Lifesciences (EW) | 1.9 | $3.8M | 30k | 129.56 | |
| Digital Realty Trust (DLR) | 1.9 | $3.7M | 21k | 176.86 | |
| Adobe Systems Incorporated (ADBE) | 1.8 | $3.5M | 6.2k | 567.03 | |
| salesforce (CRM) | 1.7 | $3.3M | 13k | 254.16 | |
| Meta Platforms Cl A (META) | 1.6 | $3.3M | 9.7k | 336.40 | |
| Exxon Mobil Corporation (XOM) | 1.6 | $3.2M | 52k | 61.19 | |
| Goldman Sachs (GS) | 1.6 | $3.1M | 8.2k | 382.58 | |
| Honeywell International (HON) | 1.5 | $3.1M | 15k | 208.52 | |
| American Tower Reit (AMT) | 1.5 | $3.1M | 11k | 292.52 | |
| McDonald's Corporation (MCD) | 1.4 | $2.8M | 10k | 268.03 | |
| Caterpillar (CAT) | 1.4 | $2.7M | 13k | 206.70 | |
| Verizon Communications (VZ) | 1.3 | $2.6M | 51k | 51.96 | |
| Eli Lilly & Co. (LLY) | 1.3 | $2.6M | 9.6k | 276.23 | |
| Qualcomm (QCOM) | 1.2 | $2.4M | 13k | 182.87 | |
| Pfizer (PFE) | 1.0 | $1.9M | 32k | 59.06 | |
| Illumina (ILMN) | 0.9 | $1.8M | 4.7k | 380.47 | |
| MarketAxess Holdings (MKTX) | 0.9 | $1.7M | 4.2k | 411.26 | |
| Abbott Laboratories (ABT) | 0.8 | $1.6M | 11k | 140.75 | |
| Oracle Corporation (ORCL) | 0.7 | $1.4M | 16k | 87.24 | |
| Block Cl A (SQ) | 0.7 | $1.3M | 8.2k | 161.53 | |
| Gilead Sciences (GILD) | 0.6 | $1.2M | 17k | 72.61 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $1.2M | 2.5k | 476.88 | |
| At&t (T) | 0.6 | $1.2M | 47k | 24.59 | |
| Procter & Gamble Company (PG) | 0.4 | $818k | 5.0k | 163.60 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $751k | 9.6k | 78.64 | |
| Walt Disney Company (DIS) | 0.4 | $715k | 4.6k | 154.83 | |
| Intuit (INTU) | 0.3 | $547k | 850.00 | 643.53 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $471k | 9.6k | 48.84 | |
| Deere & Company (DE) | 0.2 | $410k | 1.2k | 343.10 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 0.2 | $357k | 600.00 | 595.00 | |
| Abbvie (ABBV) | 0.2 | $352k | 2.6k | 135.38 | |
| Visa Com Cl A (V) | 0.2 | $350k | 1.6k | 216.58 | |
| Nike CL B (NKE) | 0.2 | $338k | 2.0k | 166.83 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $338k | 3.0k | 114.00 | |
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $328k | 2.7k | 122.48 | |
| 3M Company (MMM) | 0.2 | $320k | 1.8k | 177.78 | |
| Walgreen Boots Alliance (WBA) | 0.2 | $312k | 6.0k | 52.11 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $280k | 2.8k | 101.16 | |
| Snowflake Cl A (SNOW) | 0.1 | $250k | 737.00 | 339.21 | |
| United Parcel Service CL B (UPS) | 0.1 | $236k | 1.1k | 214.55 |
