Hixon Zuercher as of June 30, 2022
Portfolio Holdings for Hixon Zuercher
Hixon Zuercher holds 57 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 6.5 | $10M | 74k | 136.72 | |
| Microsoft Corporation (MSFT) | 5.2 | $8.1M | 32k | 256.82 | |
| Costco Wholesale Corporation (COST) | 4.5 | $7.0M | 15k | 479.27 | |
| Johnson & Johnson (JNJ) | 3.9 | $6.1M | 34k | 177.51 | |
| Mastercard Incorporated Cl A (MA) | 3.8 | $5.8M | 18k | 315.50 | |
| NVIDIA Corporation (NVDA) | 3.5 | $5.4M | 36k | 151.59 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.4 | $5.3M | 2.4k | 2179.39 | |
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 3.2 | $4.9M | 177k | 27.77 | |
| Tesla Motors (TSLA) | 3.1 | $4.7M | 7.0k | 673.36 | |
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 3.0 | $4.7M | 63k | 74.94 | |
| Exxon Mobil Corporation (XOM) | 2.8 | $4.3M | 50k | 85.64 | |
| Pepsi (PEP) | 2.8 | $4.3M | 26k | 166.65 | |
| Amazon (AMZN) | 2.8 | $4.3M | 40k | 106.20 | |
| Lowe's Companies (LOW) | 2.7 | $4.2M | 24k | 174.68 | |
| Wal-Mart Stores (WMT) | 2.6 | $4.0M | 33k | 121.57 | |
| Nextera Energy (NEE) | 2.5 | $3.9M | 50k | 77.45 | |
| JPMorgan Chase & Co. (JPM) | 2.3 | $3.5M | 31k | 112.62 | |
| Stryker Corporation (SYK) | 2.3 | $3.5M | 18k | 198.92 | |
| Goldman Sachs Etf Tr Activebeta Us (GSSC) | 2.2 | $3.3M | 64k | 52.50 | |
| Starbucks Corporation (SBUX) | 2.1 | $3.3M | 43k | 76.39 | |
| Intercontinental Exchange (ICE) | 2.0 | $3.1M | 33k | 94.05 | |
| Goldman Sachs (GS) | 1.9 | $2.9M | 9.9k | 297.03 | |
| Edwards Lifesciences (EW) | 1.9 | $2.9M | 31k | 95.10 | |
| Verizon Communications (VZ) | 1.9 | $2.9M | 58k | 50.74 | |
| Digital Realty Trust (DLR) | 1.8 | $2.8M | 22k | 129.81 | |
| Honeywell International (HON) | 1.8 | $2.8M | 16k | 173.82 | |
| American Tower Reit (AMT) | 1.8 | $2.8M | 11k | 255.55 | |
| Eli Lilly & Co. (LLY) | 1.7 | $2.7M | 8.3k | 324.26 | |
| Adobe Systems Incorporated (ADBE) | 1.7 | $2.6M | 7.0k | 366.09 | |
| McDonald's Corporation (MCD) | 1.6 | $2.5M | 10k | 246.92 | |
| Caterpillar (CAT) | 1.6 | $2.5M | 14k | 178.75 | |
| salesforce (CRM) | 1.5 | $2.3M | 14k | 165.07 | |
| Meta Platforms Cl A (META) | 1.3 | $2.0M | 12k | 161.21 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $1.8M | 6.5k | 273.06 | |
| Qualcomm (QCOM) | 1.1 | $1.7M | 14k | 127.75 | |
| Paypal Holdings (PYPL) | 1.1 | $1.7M | 25k | 69.84 | |
| Pfizer (PFE) | 1.1 | $1.6M | 31k | 52.44 | |
| Abbott Laboratories (ABT) | 0.8 | $1.2M | 12k | 108.67 | |
| Gilead Sciences (GILD) | 0.8 | $1.2M | 19k | 61.79 | |
| Oracle Corporation (ORCL) | 0.7 | $1.2M | 17k | 69.88 | |
| MarketAxess Holdings (MKTX) | 0.7 | $1.1M | 4.4k | 255.98 | |
| Prologis (PLD) | 0.7 | $1.1M | 9.6k | 117.63 | |
| Illumina (ILMN) | 0.6 | $893k | 4.8k | 184.35 | |
| Block Cl A (SQ) | 0.5 | $743k | 12k | 61.47 | |
| Procter & Gamble Company (PG) | 0.5 | $714k | 5.0k | 143.81 | |
| Coinbase Global Com Cl A (COIN) | 0.4 | $635k | 14k | 47.05 | |
| Walt Disney Company (DIS) | 0.3 | $426k | 4.5k | 94.29 | |
| Abbvie (ABBV) | 0.3 | $398k | 2.6k | 153.08 | |
| Deere & Company (DE) | 0.2 | $358k | 1.2k | 299.58 | |
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $319k | 2.7k | 117.80 | |
| Visa Com Cl A (V) | 0.2 | $318k | 1.6k | 196.78 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $282k | 2.8k | 100.39 | |
| 3M Company (MMM) | 0.2 | $246k | 1.9k | 129.47 | |
| Walgreen Boots Alliance (WBA) | 0.2 | $232k | 6.1k | 37.95 | |
| Nike CL B (NKE) | 0.1 | $207k | 2.0k | 102.17 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $203k | 93.00 | 2182.80 | |
| United Parcel Service CL B (UPS) | 0.1 | $201k | 1.1k | 182.73 |
