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 |
