Hixon Zuercher as of Dec. 31, 2023
Portfolio Holdings for Hixon Zuercher
Hixon Zuercher holds 64 positions in its portfolio as reported in the December 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) | 4.6 | $9.9M | 106k | 93.81 | |
| Apple (AAPL) | 4.3 | $9.3M | 48k | 192.53 | |
| Microsoft Corporation (MSFT) | 4.1 | $8.9M | 24k | 376.05 | |
| JPMorgan Chase & Co. (JPM) | 3.6 | $7.7M | 46k | 170.10 | |
| Caterpillar (CAT) | 3.5 | $7.4M | 25k | 295.67 | |
| Costco Wholesale Corporation (COST) | 3.4 | $7.4M | 11k | 660.09 | |
| Mastercard Incorporated Cl A (MA) | 3.4 | $7.4M | 17k | 426.50 | |
| Johnson & Johnson (JNJ) | 3.3 | $7.2M | 46k | 156.74 | |
| Stryker Corporation (SYK) | 3.2 | $6.8M | 23k | 299.46 | |
| Lowe's Companies (LOW) | 3.1 | $6.7M | 30k | 222.55 | |
| Starbucks Corporation (SBUX) | 2.9 | $6.2M | 64k | 96.01 | |
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 2.8 | $5.9M | 182k | 32.66 | |
| Amazon (AMZN) | 2.6 | $5.7M | 37k | 151.94 | |
| Nextera Energy (NEE) | 2.6 | $5.5M | 91k | 60.74 | |
| Intercontinental Exchange (ICE) | 2.4 | $5.1M | 40k | 128.43 | |
| Goldman Sachs Etf Tr Activebeta Us (GSSC) | 2.3 | $5.1M | 80k | 63.12 | |
| Adobe Systems Incorporated (ADBE) | 2.3 | $5.0M | 8.4k | 596.60 | |
| NVIDIA Corporation (NVDA) | 2.3 | $4.9M | 10k | 495.22 | |
| Exxon Mobil Corporation (XOM) | 2.3 | $4.9M | 49k | 99.98 | |
| Pepsi (PEP) | 2.2 | $4.8M | 28k | 169.84 | |
| Goldman Sachs (GS) | 2.1 | $4.5M | 12k | 385.77 | |
| Honeywell International (HON) | 2.0 | $4.4M | 21k | 209.71 | |
| Wal-Mart Stores (WMT) | 2.0 | $4.3M | 28k | 157.65 | |
| Advanced Micro Devices (AMD) | 1.9 | $4.2M | 28k | 147.41 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $4.2M | 30k | 139.69 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.7 | $3.7M | 11k | 356.66 | |
| Meta Platforms Cl A (META) | 1.7 | $3.7M | 11k | 353.96 | |
| Charles Schwab Corporation (SCHW) | 1.7 | $3.7M | 54k | 68.80 | |
| salesforce (CRM) | 1.7 | $3.7M | 14k | 263.14 | |
| McDonald's Corporation (MCD) | 1.5 | $3.3M | 11k | 296.52 | |
| American Tower Reit (AMT) | 1.5 | $3.3M | 15k | 215.88 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.5 | $3.2M | 6.8k | 477.63 | |
| Oracle Corporation (ORCL) | 1.2 | $2.5M | 24k | 105.43 | |
| TransDigm Group Incorporated (TDG) | 1.1 | $2.3M | 2.3k | 1011.60 | |
| Digital Realty Trust (DLR) | 1.1 | $2.3M | 17k | 134.58 | |
| Amphenol Corp Cl A (APH) | 1.0 | $2.1M | 21k | 99.13 | |
| Abbott Laboratories (ABT) | 1.0 | $2.1M | 19k | 110.07 | |
| MarketAxess Holdings (MKTX) | 1.0 | $2.1M | 7.1k | 292.84 | |
| Tesla Motors (TSLA) | 0.9 | $2.0M | 7.9k | 248.46 | |
| Prologis (PLD) | 0.9 | $2.0M | 15k | 133.30 | |
| Edwards Lifesciences (EW) | 0.9 | $1.9M | 26k | 76.25 | |
| Deere & Company (DE) | 0.8 | $1.7M | 4.3k | 399.87 | |
| Air Products & Chemicals (APD) | 0.8 | $1.7M | 6.1k | 273.80 | |
| Broadcom (AVGO) | 0.6 | $1.4M | 1.2k | 1116.25 | |
| Intuit (INTU) | 0.6 | $1.3M | 2.1k | 625.03 | |
| Eli Lilly & Co. (LLY) | 0.6 | $1.3M | 2.2k | 582.84 | |
| Illumina (ILMN) | 0.6 | $1.3M | 9.0k | 139.24 | |
| Casey's General Stores (CASY) | 0.6 | $1.2M | 4.5k | 274.74 | |
| Cdw (CDW) | 0.6 | $1.2M | 5.4k | 227.32 | |
| Dollar General (DG) | 0.5 | $1.2M | 8.7k | 135.95 | |
| Tractor Supply Company (TSCO) | 0.5 | $1.2M | 5.4k | 215.03 | |
| Procter & Gamble Company (PG) | 0.4 | $836k | 5.7k | 146.54 | |
| Marathon Petroleum Corp (MPC) | 0.2 | $537k | 3.6k | 148.36 | |
| Visa Com Cl A (V) | 0.2 | $513k | 2.0k | 260.35 | |
| Abbvie (ABBV) | 0.2 | $473k | 3.1k | 154.97 | |
| Jack Henry & Associates (JKHY) | 0.2 | $408k | 2.5k | 163.41 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $361k | 759.00 | 475.35 | |
| Walt Disney Company (DIS) | 0.1 | $298k | 3.3k | 90.29 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $278k | 5.1k | 54.98 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $235k | 2.0k | 117.22 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $231k | 2.3k | 101.99 | |
| 3M Company (MMM) | 0.1 | $230k | 2.1k | 109.32 | |
| Nike CL B (NKE) | 0.1 | $220k | 2.0k | 108.57 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $209k | 2.1k | 99.25 |
