Hixon Zuercher as of Sept. 30, 2024
Portfolio Holdings for Hixon Zuercher
Hixon Zuercher holds 76 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 3.6 | $9.3M | 40k | 233.00 | |
| Johnson & Johnson (JNJ) | 3.6 | $9.1M | 56k | 162.06 | |
| Caterpillar (CAT) | 3.6 | $9.1M | 23k | 391.12 | |
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 3.5 | $9.0M | 80k | 112.94 | |
| JPMorgan Chase & Co. (JPM) | 3.3 | $8.4M | 40k | 210.86 | |
| Stryker Corporation (SYK) | 3.1 | $8.0M | 22k | 361.26 | |
| Nextera Energy (NEE) | 3.0 | $7.7M | 91k | 84.53 | |
| Costco Wholesale Corporation (COST) | 2.8 | $7.2M | 8.2k | 886.49 | |
| Lowe's Companies (LOW) | 2.7 | $6.9M | 26k | 270.85 | |
| NVIDIA Corporation (NVDA) | 2.7 | $6.9M | 57k | 121.44 | |
| Microsoft Corporation (MSFT) | 2.6 | $6.5M | 15k | 430.31 | |
| Mastercard Incorporated Cl A (MA) | 2.5 | $6.4M | 13k | 493.82 | |
| Amazon (AMZN) | 2.5 | $6.3M | 34k | 186.33 | |
| Wal-Mart Stores (WMT) | 2.5 | $6.3M | 78k | 80.75 | |
| Exxon Mobil Corporation (XOM) | 2.4 | $6.2M | 53k | 117.22 | |
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 2.4 | $6.1M | 169k | 36.17 | |
| Honeywell International (HON) | 2.0 | $5.0M | 24k | 206.71 | |
| Meta Platforms Cl A (META) | 1.9 | $4.9M | 8.6k | 572.45 | |
| Pepsi (PEP) | 1.9 | $4.8M | 28k | 170.05 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $4.7M | 29k | 165.85 | |
| Goldman Sachs (GS) | 1.8 | $4.7M | 9.5k | 495.11 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.8 | $4.7M | 10k | 460.24 | |
| Pacer Fds Tr Pacer Us Small (CALF) | 1.8 | $4.7M | 100k | 46.52 | |
| American Tower Reit (AMT) | 1.7 | $4.3M | 18k | 232.56 | |
| Ishares Tr Short Treas Bd (SHV) | 1.7 | $4.2M | 38k | 110.63 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.6 | $4.1M | 42k | 98.10 | |
| salesforce (CRM) | 1.6 | $4.1M | 15k | 273.71 | |
| Adobe Systems Incorporated (ADBE) | 1.5 | $3.9M | 7.5k | 517.78 | |
| Copart (CPRT) | 1.5 | $3.8M | 72k | 52.40 | |
| Netflix (NFLX) | 1.4 | $3.7M | 5.2k | 709.27 | |
| Amdocs SHS (DOX) | 1.3 | $3.3M | 38k | 87.48 | |
| Advanced Micro Devices (AMD) | 1.3 | $3.2M | 20k | 164.08 | |
| Charles Schwab Corporation (SCHW) | 1.3 | $3.2M | 49k | 64.81 | |
| MarketAxess Holdings (MKTX) | 1.1 | $2.7M | 11k | 256.21 | |
| TransDigm Group Incorporated (TDG) | 1.1 | $2.7M | 1.9k | 1427.13 | |
| Digital Realty Trust (DLR) | 1.0 | $2.6M | 16k | 161.83 | |
| Starbucks Corporation (SBUX) | 1.0 | $2.6M | 27k | 97.49 | |
| Abbott Laboratories (ABT) | 1.0 | $2.6M | 23k | 114.01 | |
| McDonald's Corporation (MCD) | 1.0 | $2.5M | 8.1k | 304.52 | |
| Oracle Corporation (ORCL) | 1.0 | $2.5M | 14k | 170.40 | |
| Air Products & Chemicals (APD) | 0.9 | $2.4M | 7.9k | 297.74 | |
| Hca Holdings (HCA) | 0.9 | $2.4M | 5.8k | 406.43 | |
| Prologis (PLD) | 0.9 | $2.3M | 18k | 126.28 | |
| Walt Disney Company (DIS) | 0.9 | $2.2M | 23k | 96.19 | |
| PPG Industries (PPG) | 0.8 | $2.2M | 16k | 132.46 | |
| Intercontinental Exchange (ICE) | 0.8 | $2.1M | 13k | 160.64 | |
| Deere & Company (DE) | 0.8 | $2.0M | 4.9k | 417.33 | |
| Manhattan Associates (MANH) | 0.8 | $2.0M | 7.2k | 281.38 | |
| Bank of America Corporation (BAC) | 0.8 | $2.0M | 50k | 39.68 | |
| Baker Hughes Company Cl A (BKR) | 0.8 | $2.0M | 55k | 36.15 | |
| Pfizer (PFE) | 0.7 | $1.9M | 66k | 28.94 | |
| Edwards Lifesciences (EW) | 0.7 | $1.8M | 28k | 65.99 | |
| Broadcom (AVGO) | 0.6 | $1.6M | 9.4k | 172.50 | |
| Eli Lilly & Co. (LLY) | 0.6 | $1.6M | 1.8k | 885.79 | |
| Amphenol Corp Cl A (APH) | 0.6 | $1.5M | 24k | 65.16 | |
| Tractor Supply Company (TSCO) | 0.6 | $1.5M | 5.2k | 290.93 | |
| Cdw (CDW) | 0.6 | $1.4M | 6.2k | 226.30 | |
| American Electric Power Company (AEP) | 0.6 | $1.4M | 14k | 102.60 | |
| Owens Corning (OC) | 0.5 | $1.3M | 7.5k | 176.52 | |
| Illumina (ILMN) | 0.5 | $1.2M | 9.3k | 130.41 | |
| Qualcomm (QCOM) | 0.5 | $1.2M | 7.1k | 170.05 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.4 | $1.1M | 21k | 50.74 | |
| Dollar General (DG) | 0.4 | $940k | 11k | 84.57 | |
| Procter & Gamble Company (PG) | 0.3 | $858k | 5.0k | 173.20 | |
| New York Times Cl A (NYT) | 0.3 | $696k | 13k | 55.67 | |
| Hershey Company (HSY) | 0.3 | $675k | 3.5k | 191.78 | |
| Marathon Petroleum Corp (MPC) | 0.3 | $662k | 4.1k | 162.91 | |
| Tesla Motors (TSLA) | 0.2 | $569k | 2.2k | 261.57 | |
| Abbvie (ABBV) | 0.2 | $563k | 2.9k | 197.48 | |
| Visa Com Cl A (V) | 0.2 | $547k | 2.0k | 274.95 | |
| Jack Henry & Associates (JKHY) | 0.2 | $441k | 2.5k | 176.54 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $289k | 4.9k | 59.51 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $278k | 2.1k | 135.07 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $270k | 2.3k | 117.62 | |
| 3M Company (MMM) | 0.1 | $246k | 1.8k | 136.70 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 0.1 | $222k | 600.00 | 370.32 |
