Hixon Zuercher as of March 31, 2024
Portfolio Holdings for Hixon Zuercher
Hixon Zuercher holds 61 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| JPMorgan Chase & Co. (JPM) | 3.9 | $9.2M | 46k | 200.30 | |
| Caterpillar (CAT) | 3.9 | $9.2M | 25k | 366.43 | |
| Microsoft Corporation (MSFT) | 3.7 | $8.8M | 21k | 420.71 | |
| Mastercard Incorporated Cl A (MA) | 3.6 | $8.5M | 18k | 481.56 | |
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 3.5 | $8.3M | 80k | 103.79 | |
| Costco Wholesale Corporation (COST) | 3.5 | $8.3M | 11k | 732.63 | |
| Stryker Corporation (SYK) | 3.5 | $8.3M | 23k | 357.87 | |
| Apple (AAPL) | 3.2 | $7.6M | 45k | 171.48 | |
| Johnson & Johnson (JNJ) | 3.2 | $7.6M | 48k | 158.19 | |
| Lowe's Companies (LOW) | 3.1 | $7.3M | 29k | 254.73 | |
| NVIDIA Corporation (NVDA) | 3.0 | $7.1M | 7.8k | 903.61 | |
| Nextera Energy (NEE) | 2.9 | $6.8M | 106k | 63.91 | |
| Amazon (AMZN) | 2.9 | $6.8M | 38k | 180.38 | |
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 2.8 | $6.6M | 193k | 34.29 | |
| Exxon Mobil Corporation (XOM) | 2.5 | $5.9M | 51k | 116.24 | |
| Starbucks Corporation (SBUX) | 2.4 | $5.6M | 62k | 91.39 | |
| Intercontinental Exchange (ICE) | 2.4 | $5.6M | 41k | 137.43 | |
| Pepsi (PEP) | 2.2 | $5.2M | 30k | 175.01 | |
| Wal-Mart Stores (WMT) | 2.2 | $5.1M | 85k | 60.17 | |
| Meta Platforms Cl A (META) | 2.1 | $5.1M | 11k | 485.58 | |
| Honeywell International (HON) | 2.0 | $4.8M | 23k | 205.25 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $4.6M | 31k | 150.93 | |
| Goldman Sachs (GS) | 1.9 | $4.5M | 11k | 417.69 | |
| Pacer Fds Tr Pacer Us Small (CALF) | 1.9 | $4.4M | 90k | 49.16 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $4.4M | 11k | 420.54 | |
| salesforce (CRM) | 1.8 | $4.2M | 14k | 301.18 | |
| Charles Schwab Corporation (SCHW) | 1.7 | $4.0M | 55k | 72.34 | |
| Netflix (NFLX) | 1.6 | $3.8M | 6.3k | 607.33 | |
| Advanced Micro Devices (AMD) | 1.6 | $3.7M | 21k | 180.49 | |
| Adobe Systems Incorporated (ADBE) | 1.5 | $3.5M | 7.0k | 504.60 | |
| American Tower Reit (AMT) | 1.4 | $3.4M | 17k | 197.59 | |
| McDonald's Corporation (MCD) | 1.4 | $3.3M | 12k | 281.96 | |
| Copart (CPRT) | 1.3 | $3.1M | 54k | 57.92 | |
| Oracle Corporation (ORCL) | 1.3 | $3.1M | 25k | 125.61 | |
| TransDigm Group Incorporated (TDG) | 1.2 | $2.8M | 2.3k | 1231.60 | |
| Walt Disney Company (DIS) | 1.2 | $2.8M | 23k | 122.36 | |
| Edwards Lifesciences (EW) | 1.1 | $2.5M | 27k | 95.56 | |
| Amphenol Corp Cl A (APH) | 1.1 | $2.5M | 22k | 115.35 | |
| Digital Realty Trust (DLR) | 1.1 | $2.5M | 17k | 144.04 | |
| Abbott Laboratories (ABT) | 1.0 | $2.3M | 20k | 113.66 | |
| Prologis (PLD) | 0.8 | $2.0M | 15k | 130.22 | |
| MarketAxess Holdings (MKTX) | 0.8 | $1.9M | 8.7k | 219.25 | |
| Deere & Company (DE) | 0.8 | $1.8M | 4.4k | 410.70 | |
| Broadcom (AVGO) | 0.7 | $1.7M | 1.3k | 1325.41 | |
| Air Products & Chemicals (APD) | 0.7 | $1.6M | 6.5k | 242.27 | |
| Illumina (ILMN) | 0.6 | $1.5M | 11k | 137.32 | |
| Tractor Supply Company (TSCO) | 0.6 | $1.5M | 5.7k | 261.72 | |
| Tesla Motors (TSLA) | 0.6 | $1.5M | 8.3k | 175.78 | |
| Cdw (CDW) | 0.6 | $1.5M | 5.7k | 255.78 | |
| Dollar General (DG) | 0.6 | $1.4M | 9.3k | 156.06 | |
| Eli Lilly & Co. (LLY) | 0.6 | $1.4M | 1.8k | 777.83 | |
| Qualcomm (QCOM) | 0.5 | $1.2M | 7.3k | 169.30 | |
| Procter & Gamble Company (PG) | 0.3 | $820k | 5.1k | 162.24 | |
| Marathon Petroleum Corp (MPC) | 0.2 | $586k | 2.9k | 201.51 | |
| Visa Com Cl A (V) | 0.2 | $536k | 1.9k | 279.08 | |
| Abbvie (ABBV) | 0.2 | $519k | 2.9k | 182.10 | |
| Jack Henry & Associates (JKHY) | 0.2 | $434k | 2.5k | 173.73 | |
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.2 | $409k | 8.1k | 50.45 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $298k | 5.1k | 57.86 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $253k | 2.1k | 123.18 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $253k | 2.3k | 110.21 |
