Hixon Zuercher

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