Hixon Zuercher as of March 31, 2023
Portfolio Holdings for Hixon Zuercher
Hixon Zuercher holds 55 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 4.8 | $8.1M | 100k | 81.22 | |
| Costco Wholesale Corporation (COST) | 4.7 | $7.9M | 16k | 496.87 | |
| Apple (AAPL) | 4.4 | $7.4M | 45k | 164.90 | |
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 4.3 | $7.3M | 236k | 30.81 | |
| Microsoft Corporation (MSFT) | 3.8 | $6.4M | 22k | 288.30 | |
| Stryker Corporation (SYK) | 3.7 | $6.2M | 22k | 285.47 | |
| Mastercard Incorporated Cl A (MA) | 3.5 | $6.0M | 16k | 363.41 | |
| Johnson & Johnson (JNJ) | 3.5 | $5.9M | 38k | 155.00 | |
| Exxon Mobil Corporation (XOM) | 3.4 | $5.8M | 53k | 109.66 | |
| Wal-Mart Stores (WMT) | 3.4 | $5.7M | 39k | 147.45 | |
| Starbucks Corporation (SBUX) | 3.3 | $5.6M | 54k | 104.13 | |
| Lowe's Companies (LOW) | 3.3 | $5.5M | 28k | 199.97 | |
| JPMorgan Chase & Co. (JPM) | 3.2 | $5.5M | 42k | 130.31 | |
| Pepsi (PEP) | 3.0 | $5.0M | 28k | 182.30 | |
| Nextera Energy (NEE) | 2.9 | $4.8M | 63k | 77.08 | |
| Caterpillar (CAT) | 2.6 | $4.4M | 19k | 228.84 | |
| NVIDIA Corporation (NVDA) | 2.5 | $4.2M | 15k | 277.77 | |
| Intercontinental Exchange (ICE) | 2.4 | $4.0M | 38k | 104.29 | |
| Goldman Sachs Etf Tr Activebeta Us (GSSC) | 2.3 | $3.9M | 70k | 55.51 | |
| Amazon (AMZN) | 2.3 | $3.8M | 37k | 103.29 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $3.7M | 36k | 103.73 | |
| Honeywell International (HON) | 2.1 | $3.6M | 19k | 191.12 | |
| Goldman Sachs (GS) | 2.1 | $3.6M | 11k | 327.11 | |
| Adobe Systems Incorporated (ADBE) | 1.9 | $3.2M | 8.2k | 385.37 | |
| McDonald's Corporation (MCD) | 1.8 | $3.0M | 11k | 279.62 | |
| Meta Platforms Cl A (META) | 1.7 | $2.8M | 13k | 211.94 | |
| Tesla Motors (TSLA) | 1.5 | $2.6M | 12k | 207.45 | |
| American Tower Reit (AMT) | 1.5 | $2.6M | 13k | 204.34 | |
| salesforce (CRM) | 1.5 | $2.6M | 13k | 199.78 | |
| MarketAxess Holdings (MKTX) | 1.2 | $2.1M | 5.4k | 391.25 | |
| Oracle Corporation (ORCL) | 1.2 | $2.1M | 22k | 92.92 | |
| Edwards Lifesciences (EW) | 1.1 | $1.9M | 23k | 82.73 | |
| Abbott Laboratories (ABT) | 1.1 | $1.9M | 18k | 101.26 | |
| Prologis (PLD) | 1.1 | $1.8M | 14k | 124.77 | |
| Illumina (ILMN) | 1.0 | $1.8M | 7.6k | 232.55 | |
| Amphenol Corp Cl A (APH) | 1.0 | $1.7M | 21k | 81.72 | |
| Paypal Holdings (PYPL) | 1.0 | $1.7M | 22k | 75.94 | |
| Digital Realty Trust (DLR) | 1.0 | $1.6M | 17k | 98.31 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $1.6M | 5.2k | 308.77 | |
| Air Products & Chemicals (APD) | 0.9 | $1.6M | 5.5k | 287.21 | |
| Casey's General Stores (CASY) | 0.9 | $1.6M | 7.2k | 216.46 | |
| Coinbase Global Com Cl A (COIN) | 0.6 | $981k | 15k | 67.57 | |
| Eli Lilly & Co. (LLY) | 0.4 | $751k | 2.2k | 343.42 | |
| Procter & Gamble Company (PG) | 0.4 | $738k | 5.0k | 148.69 | |
| Marathon Petroleum Corp (MPC) | 0.4 | $684k | 5.1k | 134.83 | |
| Deere & Company (DE) | 0.3 | $493k | 1.2k | 412.88 | |
| Abbvie (ABBV) | 0.3 | $446k | 2.8k | 159.37 | |
| Jack Henry & Associates (JKHY) | 0.2 | $376k | 2.5k | 150.72 | |
| Visa Com Cl A (V) | 0.2 | $376k | 1.7k | 225.46 | |
| Walt Disney Company (DIS) | 0.2 | $333k | 3.3k | 100.13 | |
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $317k | 2.7k | 117.18 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $286k | 2.8k | 101.66 | |
| Nike CL B (NKE) | 0.1 | $249k | 2.0k | 122.64 | |
| Walgreen Boots Alliance (WBA) | 0.1 | $220k | 6.4k | 34.58 | |
| United Parcel Service CL B (UPS) | 0.1 | $213k | 1.1k | 193.99 |
