Hixon Zuercher as of June 30, 2023
Portfolio Holdings for Hixon Zuercher
Hixon Zuercher holds 59 positions in its portfolio as reported in the June 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) | 4.7 | $9.2M | 106k | 87.30 | |
| Costco Wholesale Corporation (COST) | 4.4 | $8.7M | 16k | 538.38 | |
| Apple (AAPL) | 4.4 | $8.7M | 45k | 193.97 | |
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 3.9 | $7.7M | 244k | 31.35 | |
| Microsoft Corporation (MSFT) | 3.9 | $7.6M | 23k | 340.54 | |
| Johnson & Johnson (JNJ) | 3.5 | $7.0M | 43k | 165.52 | |
| Stryker Corporation (SYK) | 3.4 | $6.7M | 22k | 305.09 | |
| Mastercard Incorporated Cl A (MA) | 3.3 | $6.6M | 17k | 393.31 | |
| Lowe's Companies (LOW) | 3.2 | $6.3M | 28k | 225.70 | |
| Exxon Mobil Corporation (XOM) | 3.2 | $6.3M | 59k | 107.25 | |
| JPMorgan Chase & Co. (JPM) | 3.2 | $6.3M | 43k | 145.44 | |
| Wal-Mart Stores (WMT) | 3.1 | $6.2M | 39k | 157.18 | |
| Starbucks Corporation (SBUX) | 3.0 | $6.0M | 61k | 99.06 | |
| Pepsi (PEP) | 2.6 | $5.2M | 28k | 185.22 | |
| Nextera Energy (NEE) | 2.5 | $5.0M | 67k | 74.20 | |
| Caterpillar (CAT) | 2.5 | $4.9M | 20k | 246.05 | |
| Amazon (AMZN) | 2.4 | $4.8M | 37k | 130.36 | |
| Intercontinental Exchange (ICE) | 2.2 | $4.4M | 39k | 113.08 | |
| Goldman Sachs Etf Tr Activebeta Us (GSSC) | 2.2 | $4.4M | 76k | 57.74 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $4.3M | 36k | 119.70 | |
| NVIDIA Corporation (NVDA) | 2.1 | $4.2M | 9.9k | 423.02 | |
| Adobe Systems Incorporated (ADBE) | 2.0 | $4.0M | 8.2k | 488.99 | |
| Honeywell International (HON) | 2.0 | $4.0M | 19k | 207.50 | |
| Goldman Sachs (GS) | 1.8 | $3.6M | 11k | 322.54 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.7 | $3.5M | 10k | 341.00 | |
| Tesla Motors (TSLA) | 1.7 | $3.3M | 13k | 261.76 | |
| McDonald's Corporation (MCD) | 1.6 | $3.3M | 11k | 298.42 | |
| Advanced Micro Devices (AMD) | 1.6 | $3.2M | 28k | 113.91 | |
| Charles Schwab Corporation (SCHW) | 1.5 | $2.9M | 52k | 56.68 | |
| salesforce (CRM) | 1.4 | $2.7M | 13k | 211.26 | |
| Meta Platforms Cl A (META) | 1.4 | $2.7M | 9.5k | 286.98 | |
| Oracle Corporation (ORCL) | 1.3 | $2.7M | 22k | 119.09 | |
| American Tower Reit (AMT) | 1.3 | $2.5M | 13k | 193.94 | |
| Edwards Lifesciences (EW) | 1.1 | $2.2M | 23k | 94.33 | |
| Abbott Laboratories (ABT) | 1.0 | $2.0M | 19k | 109.02 | |
| Digital Realty Trust (DLR) | 1.0 | $1.9M | 17k | 113.87 | |
| Casey's General Stores (CASY) | 0.9 | $1.8M | 7.4k | 243.88 | |
| TransDigm Group Incorporated (TDG) | 0.9 | $1.8M | 2.0k | 894.17 | |
| Amphenol Corp Cl A (APH) | 0.9 | $1.8M | 21k | 84.95 | |
| Prologis (PLD) | 0.9 | $1.8M | 14k | 122.63 | |
| M&T Bank Corporation (MTB) | 0.9 | $1.7M | 14k | 123.76 | |
| Air Products & Chemicals (APD) | 0.9 | $1.7M | 5.7k | 299.53 | |
| Deere & Company (DE) | 0.8 | $1.7M | 4.1k | 405.19 | |
| MarketAxess Holdings (MKTX) | 0.7 | $1.5M | 5.6k | 261.40 | |
| Illumina (ILMN) | 0.7 | $1.5M | 7.8k | 187.49 | |
| Dollar General (DG) | 0.6 | $1.2M | 6.8k | 169.78 | |
| Tractor Supply Company (TSCO) | 0.6 | $1.1M | 5.2k | 221.10 | |
| Coinbase Global Com Cl A (COIN) | 0.5 | $1.1M | 15k | 71.55 | |
| Eli Lilly & Co. (LLY) | 0.5 | $1.0M | 2.2k | 468.98 | |
| Procter & Gamble Company (PG) | 0.4 | $753k | 5.0k | 151.74 | |
| Marathon Petroleum Corp (MPC) | 0.3 | $597k | 5.1k | 116.60 | |
| Jack Henry & Associates (JKHY) | 0.2 | $418k | 2.5k | 167.33 | |
| Visa Com Cl A (V) | 0.2 | $396k | 1.7k | 237.48 | |
| Abbvie (ABBV) | 0.2 | $377k | 2.8k | 134.73 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $353k | 6.4k | 55.33 | |
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $307k | 2.7k | 113.30 | |
| Walt Disney Company (DIS) | 0.1 | $297k | 3.3k | 89.28 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $283k | 2.8k | 100.79 | |
| Nike CL B (NKE) | 0.1 | $224k | 2.0k | 110.37 |
