Hixon Zuercher as of June 30, 2024
Portfolio Holdings for Hixon Zuercher
Hixon Zuercher holds 64 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 3.9 | $9.2M | 44k | 210.62 | |
| Johnson & Johnson (JNJ) | 3.5 | $8.4M | 58k | 146.16 | |
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 3.5 | $8.4M | 78k | 106.95 | |
| JPMorgan Chase & Co. (JPM) | 3.5 | $8.2M | 41k | 202.26 | |
| Costco Wholesale Corporation (COST) | 3.4 | $8.2M | 9.6k | 849.99 | |
| Caterpillar (CAT) | 3.3 | $7.9M | 24k | 333.10 | |
| Ishares Tr Short Treas Bd (SHV) | 3.3 | $7.7M | 70k | 110.50 | |
| Mastercard Incorporated Cl A (MA) | 3.2 | $7.6M | 17k | 441.15 | |
| Microsoft Corporation (MSFT) | 3.2 | $7.6M | 17k | 446.94 | |
| Stryker Corporation (SYK) | 3.2 | $7.6M | 22k | 340.25 | |
| NVIDIA Corporation (NVDA) | 3.1 | $7.3M | 59k | 123.54 | |
| Lowe's Companies (LOW) | 2.9 | $7.0M | 32k | 220.46 | |
| Amazon (AMZN) | 2.8 | $6.6M | 34k | 193.25 | |
| Nextera Energy (NEE) | 2.7 | $6.5M | 92k | 70.81 | |
| Exxon Mobil Corporation (XOM) | 2.6 | $6.2M | 54k | 115.12 | |
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 2.4 | $5.7M | 169k | 33.65 | |
| Starbucks Corporation (SBUX) | 2.3 | $5.5M | 70k | 77.85 | |
| Wal-Mart Stores (WMT) | 2.3 | $5.4M | 80k | 67.71 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $5.2M | 29k | 182.15 | |
| Honeywell International (HON) | 2.2 | $5.1M | 24k | 213.54 | |
| Pepsi (PEP) | 2.0 | $4.7M | 29k | 164.93 | |
| Meta Platforms Cl A (META) | 1.9 | $4.4M | 8.7k | 504.23 | |
| Goldman Sachs (GS) | 1.9 | $4.4M | 9.7k | 452.32 | |
| Pacer Fds Tr Pacer Us Small (CALF) | 1.8 | $4.3M | 99k | 43.56 | |
| Adobe Systems Incorporated (ADBE) | 1.8 | $4.3M | 7.7k | 555.54 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.8 | $4.2M | 10k | 406.81 | |
| salesforce (CRM) | 1.6 | $3.9M | 15k | 257.10 | |
| American Tower Reit (AMT) | 1.6 | $3.7M | 19k | 194.38 | |
| Charles Schwab Corporation (SCHW) | 1.5 | $3.6M | 49k | 73.69 | |
| Netflix (NFLX) | 1.5 | $3.6M | 5.3k | 674.88 | |
| McDonald's Corporation (MCD) | 1.5 | $3.4M | 14k | 254.85 | |
| Advanced Micro Devices (AMD) | 1.4 | $3.4M | 21k | 162.21 | |
| Oracle Corporation (ORCL) | 1.4 | $3.3M | 24k | 141.20 | |
| Copart (CPRT) | 1.3 | $3.2M | 58k | 54.16 | |
| Edwards Lifesciences (EW) | 1.1 | $2.5M | 27k | 92.37 | |
| Digital Realty Trust (DLR) | 1.1 | $2.5M | 17k | 152.05 | |
| TransDigm Group Incorporated (TDG) | 1.0 | $2.5M | 1.9k | 1277.61 | |
| Abbott Laboratories (ABT) | 1.0 | $2.3M | 23k | 103.91 | |
| MarketAxess Holdings (MKTX) | 1.0 | $2.3M | 11k | 200.53 | |
| Walt Disney Company (DIS) | 0.9 | $2.2M | 22k | 99.29 | |
| Amphenol Corp Cl A (APH) | 0.9 | $2.2M | 33k | 67.37 | |
| Prologis (PLD) | 0.9 | $2.1M | 19k | 112.31 | |
| Air Products & Chemicals (APD) | 0.9 | $2.0M | 7.9k | 258.05 | |
| Intercontinental Exchange (ICE) | 0.8 | $1.9M | 14k | 136.89 | |
| Tesla Motors (TSLA) | 0.8 | $1.9M | 9.4k | 197.87 | |
| Deere & Company (DE) | 0.8 | $1.8M | 4.8k | 373.60 | |
| Eli Lilly & Co. (LLY) | 0.7 | $1.6M | 1.8k | 905.23 | |
| Broadcom (AVGO) | 0.7 | $1.6M | 971.00 | 1605.53 | |
| Dollar General (DG) | 0.6 | $1.4M | 11k | 132.23 | |
| Tractor Supply Company (TSCO) | 0.6 | $1.4M | 5.1k | 270.00 | |
| Cdw (CDW) | 0.6 | $1.4M | 6.1k | 223.84 | |
| Qualcomm (QCOM) | 0.6 | $1.3M | 6.8k | 199.18 | |
| Illumina (ILMN) | 0.4 | $995k | 9.5k | 104.38 | |
| Procter & Gamble Company (PG) | 0.4 | $834k | 5.1k | 164.93 | |
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.3 | $707k | 14k | 50.47 | |
| Marathon Petroleum Corp (MPC) | 0.3 | $660k | 3.8k | 173.48 | |
| New York Times Cl A (NYT) | 0.3 | $622k | 12k | 51.21 | |
| Hershey Company (HSY) | 0.3 | $620k | 3.4k | 183.83 | |
| Visa Com Cl A (V) | 0.2 | $504k | 1.9k | 262.47 | |
| Abbvie (ABBV) | 0.2 | $489k | 2.9k | 171.52 | |
| Jack Henry & Associates (JKHY) | 0.2 | $415k | 2.5k | 166.02 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $302k | 5.3k | 56.68 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $249k | 2.3k | 108.70 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $249k | 2.1k | 120.98 |
