Hixon Zuercher as of Sept. 30, 2023
Portfolio Holdings for Hixon Zuercher
Hixon Zuercher holds 56 positions in its portfolio as reported in the September 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) | 4.5 | $8.6M | 102k | 84.23 | |
| Apple (AAPL) | 4.3 | $8.3M | 48k | 171.21 | |
| Costco Wholesale Corporation (COST) | 3.9 | $7.4M | 13k | 564.97 | |
| Microsoft Corporation (MSFT) | 3.8 | $7.3M | 23k | 315.75 | |
| Exxon Mobil Corporation (XOM) | 3.7 | $7.1M | 60k | 117.58 | |
| Johnson & Johnson (JNJ) | 3.6 | $6.9M | 44k | 155.75 | |
| Mastercard Incorporated Cl A (MA) | 3.5 | $6.7M | 17k | 395.92 | |
| JPMorgan Chase & Co. (JPM) | 3.4 | $6.6M | 45k | 145.02 | |
| Caterpillar (CAT) | 3.4 | $6.6M | 24k | 273.00 | |
| Stryker Corporation (SYK) | 3.2 | $6.1M | 22k | 273.27 | |
| Lowe's Companies (LOW) | 3.1 | $5.9M | 29k | 207.84 | |
| Starbucks Corporation (SBUX) | 3.1 | $5.8M | 64k | 91.27 | |
| Wal-Mart Stores (WMT) | 3.0 | $5.6M | 35k | 159.93 | |
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 2.8 | $5.3M | 178k | 30.03 | |
| Pepsi (PEP) | 2.7 | $5.1M | 30k | 169.44 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $4.7M | 36k | 130.86 | |
| Amazon (AMZN) | 2.5 | $4.7M | 37k | 127.12 | |
| Nextera Energy (NEE) | 2.4 | $4.6M | 81k | 57.29 | |
| Goldman Sachs Etf Tr Activebeta Us (GSSC) | 2.3 | $4.4M | 78k | 55.85 | |
| Intercontinental Exchange (ICE) | 2.3 | $4.3M | 40k | 110.02 | |
| NVIDIA Corporation (NVDA) | 2.3 | $4.3M | 9.9k | 434.99 | |
| Adobe Systems Incorporated (ADBE) | 2.2 | $4.2M | 8.3k | 509.90 | |
| Honeywell International (HON) | 2.1 | $4.1M | 22k | 184.74 | |
| Goldman Sachs (GS) | 2.0 | $3.8M | 12k | 323.57 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $3.6M | 10k | 350.30 | |
| Tesla Motors (TSLA) | 1.6 | $3.1M | 12k | 250.21 | |
| McDonald's Corporation (MCD) | 1.5 | $2.9M | 11k | 263.45 | |
| Advanced Micro Devices (AMD) | 1.5 | $2.9M | 28k | 102.82 | |
| Charles Schwab Corporation (SCHW) | 1.5 | $2.9M | 53k | 54.90 | |
| Meta Platforms Cl A (META) | 1.5 | $2.8M | 9.3k | 300.21 | |
| salesforce (CRM) | 1.4 | $2.8M | 14k | 202.78 | |
| American Tower Reit (AMT) | 1.4 | $2.7M | 16k | 164.45 | |
| Oracle Corporation (ORCL) | 1.3 | $2.4M | 23k | 105.92 | |
| Digital Realty Trust (DLR) | 1.1 | $2.1M | 17k | 121.02 | |
| Casey's General Stores (CASY) | 1.1 | $2.0M | 7.4k | 271.52 | |
| Abbott Laboratories (ABT) | 1.0 | $1.8M | 19k | 96.85 | |
| Amphenol Corp Cl A (APH) | 0.9 | $1.8M | 21k | 83.99 | |
| TransDigm Group Incorporated (TDG) | 0.9 | $1.7M | 2.1k | 843.13 | |
| MarketAxess Holdings (MKTX) | 0.9 | $1.7M | 8.2k | 213.63 | |
| Edwards Lifesciences (EW) | 0.9 | $1.7M | 25k | 69.28 | |
| Air Products & Chemicals (APD) | 0.9 | $1.7M | 5.8k | 283.40 | |
| Illumina (ILMN) | 0.9 | $1.6M | 12k | 137.28 | |
| Prologis (PLD) | 0.9 | $1.6M | 15k | 112.21 | |
| Deere & Company (DE) | 0.8 | $1.6M | 4.2k | 377.38 | |
| Eli Lilly & Co. (LLY) | 0.6 | $1.2M | 2.2k | 537.13 | |
| Tractor Supply Company (TSCO) | 0.6 | $1.1M | 5.3k | 203.05 | |
| Dollar General (DG) | 0.5 | $916k | 8.7k | 105.80 | |
| Procter & Gamble Company (PG) | 0.4 | $694k | 4.8k | 145.86 | |
| Marathon Petroleum Corp (MPC) | 0.4 | $671k | 4.4k | 151.34 | |
| Abbvie (ABBV) | 0.2 | $417k | 2.8k | 149.06 | |
| Visa Com Cl A (V) | 0.2 | $383k | 1.7k | 230.01 | |
| Jack Henry & Associates (JKHY) | 0.2 | $377k | 2.5k | 151.14 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $278k | 5.2k | 53.56 | |
| Walt Disney Company (DIS) | 0.1 | $268k | 3.3k | 81.05 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $224k | 2.3k | 98.89 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $216k | 2.0k | 107.64 |
