Hixon Zuercher as of Dec. 31, 2024
Portfolio Holdings for Hixon Zuercher
Hixon Zuercher holds 79 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 3.8 | $9.8M | 39k | 250.42 | |
JPMorgan Chase & Co. (JPM) | 3.6 | $9.4M | 39k | 239.71 | |
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 3.4 | $8.8M | 77k | 115.18 | |
Caterpillar (CAT) | 3.2 | $8.3M | 23k | 362.75 | |
Stryker Corporation (SYK) | 3.1 | $8.0M | 22k | 360.04 | |
Amazon (AMZN) | 2.8 | $7.3M | 33k | 219.39 | |
Costco Wholesale Corporation (COST) | 2.8 | $7.3M | 7.9k | 916.24 | |
NVIDIA Corporation (NVDA) | 2.8 | $7.2M | 53k | 134.29 | |
Ishares Tr Core S&p500 Etf (IVV) | 2.7 | $7.0M | 12k | 588.70 | |
Johnson & Johnson (JNJ) | 2.7 | $7.0M | 48k | 144.62 | |
Mastercard Incorporated Cl A (MA) | 2.7 | $6.9M | 13k | 526.57 | |
Wal-Mart Stores (WMT) | 2.6 | $6.8M | 76k | 90.35 | |
Nextera Energy (NEE) | 2.5 | $6.5M | 91k | 71.69 | |
Microsoft Corporation (MSFT) | 2.5 | $6.4M | 15k | 421.51 | |
Lowe's Companies (LOW) | 2.4 | $6.2M | 25k | 246.80 | |
Exxon Mobil Corporation (XOM) | 2.2 | $5.7M | 53k | 107.57 | |
Goldman Sachs Etf Tr Activebeta Int (GSIE) | 2.1 | $5.5M | 166k | 33.34 | |
Honeywell International (HON) | 2.1 | $5.5M | 24k | 225.89 | |
Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $5.3M | 28k | 189.30 | |
Goldman Sachs (GS) | 2.0 | $5.3M | 9.3k | 572.59 | |
Meta Platforms Cl A (META) | 1.9 | $4.8M | 8.2k | 585.54 | |
salesforce (CRM) | 1.8 | $4.7M | 14k | 334.34 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.7 | $4.5M | 10k | 453.28 | |
Ishares Tr Short Treas Bd (SHV) | 1.7 | $4.4M | 40k | 110.11 | |
Netflix (NFLX) | 1.7 | $4.3M | 4.9k | 891.32 | |
Copart (CPRT) | 1.6 | $4.1M | 71k | 57.39 | |
Pepsi (PEP) | 1.5 | $3.9M | 26k | 152.06 | |
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.4 | $3.7M | 43k | 87.33 | |
Charles Schwab Corporation (SCHW) | 1.4 | $3.7M | 50k | 74.01 | |
Pacer Fds Tr Pacer Us Small (CALF) | 1.4 | $3.6M | 81k | 44.01 | |
Amdocs SHS (DOX) | 1.3 | $3.3M | 39k | 85.14 | |
Adobe Systems Incorporated (ADBE) | 1.2 | $3.1M | 6.9k | 444.65 | |
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.2 | $3.1M | 61k | 50.37 | |
American Tower Reit (AMT) | 1.2 | $3.0M | 16k | 183.40 | |
Digital Realty Trust (DLR) | 1.1 | $2.8M | 16k | 177.33 | |
Abbott Laboratories (ABT) | 1.0 | $2.6M | 23k | 113.11 | |
Walt Disney Company (DIS) | 1.0 | $2.6M | 23k | 111.35 | |
Advanced Micro Devices (AMD) | 1.0 | $2.5M | 21k | 120.79 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.9 | $2.4M | 25k | 96.90 | |
Baker Hughes Company Cl A (BKR) | 0.9 | $2.4M | 58k | 41.02 | |
TransDigm Group Incorporated (TDG) | 0.9 | $2.4M | 1.9k | 1267.28 | |
Bank of America Corporation (BAC) | 0.9 | $2.4M | 54k | 43.95 | |
McDonald's Corporation (MCD) | 0.9 | $2.3M | 8.0k | 289.91 | |
Starbucks Corporation (SBUX) | 0.9 | $2.3M | 25k | 91.25 | |
Air Products & Chemicals (APD) | 0.9 | $2.3M | 7.9k | 290.04 | |
Oracle Corporation (ORCL) | 0.9 | $2.2M | 13k | 166.63 | |
Broadcom (AVGO) | 0.8 | $2.1M | 9.2k | 231.83 | |
MarketAxess Holdings (MKTX) | 0.8 | $2.0M | 8.9k | 226.05 | |
Intercontinental Exchange (ICE) | 0.7 | $1.9M | 13k | 149.01 | |
Edwards Lifesciences (EW) | 0.7 | $1.9M | 25k | 74.03 | |
PPG Industries (PPG) | 0.7 | $1.8M | 16k | 119.45 | |
Manhattan Associates (MANH) | 0.7 | $1.8M | 6.7k | 270.22 | |
Pfizer (PFE) | 0.7 | $1.8M | 66k | 26.53 | |
Prologis (PLD) | 0.6 | $1.6M | 15k | 105.70 | |
Amphenol Corp Cl A (APH) | 0.6 | $1.6M | 23k | 69.45 | |
Deere & Company (DE) | 0.6 | $1.6M | 3.7k | 423.64 | |
Hca Holdings (HCA) | 0.6 | $1.5M | 4.9k | 300.13 | |
Tractor Supply Company (TSCO) | 0.5 | $1.4M | 26k | 53.06 | |
Owens Corning (OC) | 0.5 | $1.4M | 8.1k | 170.31 | |
Eli Lilly & Co. (LLY) | 0.5 | $1.4M | 1.8k | 771.87 | |
American Electric Power Company (AEP) | 0.5 | $1.4M | 15k | 92.23 | |
Illumina (ILMN) | 0.5 | $1.2M | 9.1k | 133.62 | |
Qualcomm (QCOM) | 0.4 | $1.1M | 7.4k | 153.61 | |
Cdw (CDW) | 0.4 | $954k | 5.5k | 174.03 | |
Tesla Motors (TSLA) | 0.3 | $849k | 2.1k | 403.91 | |
Procter & Gamble Company (PG) | 0.3 | $831k | 5.0k | 167.65 | |
Dollar General (DG) | 0.3 | $779k | 10k | 75.82 | |
New York Times Cl A (NYT) | 0.3 | $679k | 13k | 52.05 | |
Visa Com Cl A (V) | 0.2 | $629k | 2.0k | 316.04 | |
Hershey Company (HSY) | 0.2 | $587k | 3.5k | 169.35 | |
Marathon Petroleum Corp (MPC) | 0.2 | $583k | 4.2k | 139.49 | |
Abbvie (ABBV) | 0.2 | $512k | 2.9k | 177.72 | |
J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $502k | 8.7k | 57.53 | |
Ishares Tr Select Divid Etf (DVY) | 0.2 | $459k | 3.5k | 131.30 | |
Ishares Tr Core High Dv Etf (HDV) | 0.2 | $448k | 4.0k | 112.26 | |
Jack Henry & Associates (JKHY) | 0.2 | $438k | 2.5k | 175.30 | |
3M Company (MMM) | 0.1 | $232k | 1.8k | 129.09 | |
Zebra Technologies Corporati Cl A (ZBRA) | 0.1 | $232k | 600.00 | 386.22 | |
Alphabet Cap Stk Cl C (GOOG) | 0.1 | $206k | 1.1k | 190.44 |