Hixon Zuercher as of March 31, 2022
Portfolio Holdings for Hixon Zuercher
Hixon Zuercher holds 58 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 7.0 | $13M | 75k | 174.61 | |
| Microsoft Corporation (MSFT) | 5.2 | $9.6M | 31k | 308.33 | |
| NVIDIA Corporation (NVDA) | 5.1 | $9.5M | 35k | 272.85 | |
| Costco Wholesale Corporation (COST) | 4.4 | $8.3M | 14k | 575.83 | |
| Tesla Motors (TSLA) | 3.9 | $7.3M | 6.8k | 1077.51 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.6 | $6.6M | 2.4k | 2781.51 | |
| Mastercard Incorporated Cl A (MA) | 3.5 | $6.5M | 18k | 357.40 | |
| Amazon (AMZN) | 3.4 | $6.3M | 1.9k | 3260.20 | |
| Johnson & Johnson (JNJ) | 3.2 | $6.0M | 34k | 177.22 | |
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 3.0 | $5.7M | 174k | 32.73 | |
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 3.0 | $5.6M | 63k | 89.03 | |
| Wal-Mart Stores (WMT) | 2.6 | $4.7M | 32k | 148.93 | |
| Stryker Corporation (SYK) | 2.5 | $4.7M | 18k | 267.37 | |
| Lowe's Companies (LOW) | 2.5 | $4.6M | 23k | 202.20 | |
| Nextera Energy (NEE) | 2.3 | $4.4M | 52k | 84.71 | |
| Exxon Mobil Corporation (XOM) | 2.3 | $4.3M | 52k | 82.60 | |
| Pepsi (PEP) | 2.3 | $4.3M | 25k | 167.36 | |
| JPMorgan Chase & Co. (JPM) | 2.2 | $4.1M | 30k | 136.30 | |
| Intercontinental Exchange (ICE) | 2.2 | $4.1M | 31k | 132.12 | |
| Goldman Sachs Etf Tr Activebeta Us (GSSC) | 2.1 | $3.9M | 64k | 61.91 | |
| Edwards Lifesciences (EW) | 1.9 | $3.6M | 30k | 117.71 | |
| Starbucks Corporation (SBUX) | 1.9 | $3.5M | 39k | 90.96 | |
| Adobe Systems Incorporated (ADBE) | 1.7 | $3.1M | 6.8k | 455.68 | |
| Honeywell International (HON) | 1.6 | $3.1M | 16k | 194.59 | |
| Caterpillar (CAT) | 1.6 | $3.1M | 14k | 222.79 | |
| Digital Realty Trust (DLR) | 1.6 | $3.0M | 22k | 141.79 | |
| Goldman Sachs (GS) | 1.6 | $3.0M | 9.1k | 330.05 | |
| salesforce (CRM) | 1.6 | $2.9M | 14k | 212.34 | |
| Verizon Communications (VZ) | 1.5 | $2.8M | 55k | 50.94 | |
| Paypal Holdings (PYPL) | 1.5 | $2.8M | 24k | 115.65 | |
| American Tower Reit (AMT) | 1.4 | $2.7M | 11k | 251.24 | |
| Eli Lilly & Co. (LLY) | 1.4 | $2.7M | 9.3k | 286.39 | |
| Meta Platforms Cl A (META) | 1.4 | $2.6M | 12k | 222.38 | |
| McDonald's Corporation (MCD) | 1.3 | $2.5M | 10k | 247.24 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $2.4M | 6.8k | 352.92 | |
| Qualcomm (QCOM) | 1.1 | $2.0M | 13k | 152.85 | |
| Illumina (ILMN) | 0.9 | $1.7M | 5.0k | 349.42 | |
| Pfizer (PFE) | 0.9 | $1.6M | 32k | 51.78 | |
| MarketAxess Holdings (MKTX) | 0.9 | $1.6M | 4.7k | 340.12 | |
| Block Cl A (XYZ) | 0.8 | $1.5M | 11k | 135.63 | |
| Prologis (PLD) | 0.8 | $1.4M | 8.8k | 161.47 | |
| Oracle Corporation (ORCL) | 0.7 | $1.4M | 16k | 82.75 | |
| Abbott Laboratories (ABT) | 0.7 | $1.3M | 11k | 118.39 | |
| Gilead Sciences (GILD) | 0.6 | $1.1M | 18k | 59.44 | |
| Procter & Gamble Company (PG) | 0.4 | $743k | 4.9k | 152.72 | |
| Walt Disney Company (DIS) | 0.3 | $634k | 4.6k | 137.14 | |
| Deere & Company (DE) | 0.3 | $496k | 1.2k | 415.06 | |
| Abbvie (ABBV) | 0.2 | $421k | 2.6k | 161.92 | |
| Intuit (INTU) | 0.2 | $409k | 850.00 | 481.18 | |
| Visa Com Cl A (V) | 0.2 | $358k | 1.6k | 221.53 | |
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $347k | 2.7k | 128.14 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $301k | 2.8k | 107.04 | |
| Nike CL B (NKE) | 0.1 | $273k | 2.0k | 134.75 | |
| Walgreen Boots Alliance | 0.1 | $271k | 6.0k | 44.82 | |
| 3M Company (MMM) | 0.1 | $268k | 1.8k | 148.89 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $260k | 93.00 | 2795.70 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 0.1 | $248k | 600.00 | 413.33 | |
| United Parcel Service CL B (UPS) | 0.1 | $236k | 1.1k | 214.55 |
