Hixon Zuercher as of March 31, 2025
Portfolio Holdings for Hixon Zuercher
Hixon Zuercher holds 80 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 6.9 | $20M | 549k | 35.65 | |
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 3.5 | $9.9M | 90k | 110.08 | |
| JPMorgan Chase & Co. (JPM) | 3.4 | $9.6M | 39k | 245.30 | |
| Stryker Corporation (SYK) | 3.0 | $8.4M | 23k | 372.25 | |
| Johnson & Johnson (JNJ) | 2.9 | $8.3M | 50k | 165.84 | |
| Caterpillar (CAT) | 2.7 | $7.7M | 23k | 329.81 | |
| Ishares Emng Mkts Eqt (EMGF) | 2.7 | $7.7M | 165k | 46.78 | |
| Apple (AAPL) | 2.6 | $7.3M | 33k | 222.13 | |
| Mastercard Incorporated Cl A (MA) | 2.6 | $7.3M | 13k | 548.13 | |
| John Hancock Exchange Traded Multifactor Mi (JHMM) | 2.5 | $7.0M | 123k | 57.30 | |
| Nextera Energy (NEE) | 2.4 | $6.7M | 95k | 70.89 | |
| Exxon Mobil Corporation (XOM) | 2.3 | $6.6M | 56k | 118.93 | |
| Amazon (AMZN) | 2.2 | $6.3M | 33k | 190.26 | |
| Microsoft Corporation (MSFT) | 2.2 | $6.1M | 16k | 375.39 | |
| Lowe's Companies (LOW) | 2.1 | $6.0M | 26k | 233.23 | |
| Costco Wholesale Corporation (COST) | 1.9 | $5.5M | 5.8k | 945.78 | |
| NVIDIA Corporation (NVDA) | 1.9 | $5.5M | 50k | 108.38 | |
| Honeywell International (HON) | 1.9 | $5.3M | 25k | 211.75 | |
| Goldman Sachs (GS) | 1.9 | $5.3M | 9.8k | 546.28 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $5.3M | 10k | 532.55 | |
| Wal-Mart Stores (WMT) | 1.7 | $4.8M | 55k | 87.79 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.7 | $4.8M | 52k | 91.03 | |
| Ishares Tr Short Treas Bd (SHV) | 1.7 | $4.7M | 43k | 110.46 | |
| Meta Platforms Cl A (META) | 1.7 | $4.7M | 8.2k | 576.34 | |
| Netflix (NFLX) | 1.6 | $4.5M | 4.8k | 932.53 | |
| Pepsi (PEP) | 1.6 | $4.5M | 30k | 149.94 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $4.4M | 29k | 154.64 | |
| Copart (CPRT) | 1.5 | $4.1M | 73k | 56.59 | |
| Charles Schwab Corporation (SCHW) | 1.4 | $4.0M | 51k | 78.28 | |
| salesforce (CRM) | 1.4 | $3.8M | 14k | 268.36 | |
| Amdocs SHS (DOX) | 1.3 | $3.6M | 40k | 91.50 | |
| Adobe Systems Incorporated (ADBE) | 1.1 | $3.1M | 8.2k | 383.53 | |
| Abbott Laboratories (ABT) | 1.1 | $3.1M | 23k | 132.65 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.1 | $3.0M | 59k | 50.63 | |
| Goldman Sachs Etf Tr Activebeta Us (GSSC) | 1.0 | $3.0M | 47k | 63.43 | |
| Bank of America Corporation (BAC) | 1.0 | $2.9M | 69k | 41.73 | |
| Starbucks Corporation (SBUX) | 1.0 | $2.7M | 28k | 98.09 | |
| TransDigm Group Incorporated (TDG) | 0.9 | $2.7M | 1.9k | 1383.29 | |
| Dell Technologies CL C (DELL) | 0.9 | $2.6M | 29k | 91.15 | |
| Baker Hughes Company Cl A (BKR) | 0.9 | $2.6M | 59k | 43.95 | |
| McDonald's Corporation (MCD) | 0.9 | $2.5M | 8.0k | 312.38 | |
| Advanced Micro Devices (AMD) | 0.9 | $2.4M | 24k | 102.74 | |
| Air Products & Chemicals (APD) | 0.8 | $2.4M | 8.2k | 294.91 | |
| Walt Disney Company (DIS) | 0.8 | $2.4M | 24k | 98.70 | |
| MarketAxess Holdings (MKTX) | 0.8 | $2.3M | 11k | 216.36 | |
| Progressive Corporation (PGR) | 0.8 | $2.3M | 8.1k | 283.01 | |
| Digital Realty Trust (DLR) | 0.8 | $2.3M | 16k | 143.29 | |
| Hca Holdings (HCA) | 0.8 | $2.2M | 6.4k | 345.53 | |
| Edwards Lifesciences (EW) | 0.8 | $2.2M | 31k | 72.48 | |
| Intercontinental Exchange (ICE) | 0.8 | $2.2M | 13k | 172.50 | |
| Prologis (PLD) | 0.8 | $2.2M | 19k | 111.79 | |
| PPG Industries (PPG) | 0.8 | $2.1M | 20k | 109.35 | |
| Pfizer (PFE) | 0.7 | $2.0M | 81k | 25.34 | |
| Oracle Corporation (ORCL) | 0.7 | $1.9M | 14k | 139.81 | |
| Deere & Company (DE) | 0.6 | $1.8M | 3.8k | 469.33 | |
| American Tower Reit (AMT) | 0.6 | $1.8M | 8.1k | 217.61 | |
| American Electric Power Company (AEP) | 0.6 | $1.7M | 15k | 109.27 | |
| Amphenol Corp Cl A (APH) | 0.6 | $1.6M | 24k | 65.59 | |
| Broadcom (AVGO) | 0.5 | $1.5M | 9.1k | 167.43 | |
| Tractor Supply Company (TSCO) | 0.5 | $1.5M | 27k | 55.10 | |
| Zoetis Cl A (ZTS) | 0.5 | $1.5M | 9.0k | 164.65 | |
| Eli Lilly & Co. (LLY) | 0.5 | $1.5M | 1.8k | 825.78 | |
| Manhattan Associates (MANH) | 0.5 | $1.4M | 8.3k | 173.04 | |
| Dollar General (DG) | 0.5 | $1.4M | 16k | 87.93 | |
| Qualcomm (QCOM) | 0.5 | $1.3M | 8.5k | 153.61 | |
| Owens Corning (OC) | 0.4 | $1.2M | 8.6k | 142.82 | |
| Cdw (CDW) | 0.4 | $1.1M | 7.2k | 160.25 | |
| Procter & Gamble Company (PG) | 0.3 | $844k | 5.0k | 170.42 | |
| Illumina (ILMN) | 0.3 | $749k | 9.4k | 79.34 | |
| Visa Com Cl A (V) | 0.2 | $698k | 2.0k | 350.46 | |
| Hershey Company (HSY) | 0.2 | $684k | 4.0k | 171.04 | |
| New York Times Cl A (NYT) | 0.2 | $681k | 14k | 49.60 | |
| Marathon Petroleum Corp (MPC) | 0.2 | $658k | 4.5k | 145.69 | |
| Abbvie (ABBV) | 0.2 | $604k | 2.9k | 209.50 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $572k | 10k | 57.14 | |
| Tesla Motors (TSLA) | 0.2 | $547k | 2.1k | 259.13 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $462k | 3.8k | 121.13 | |
| Jack Henry & Associates (JKHY) | 0.2 | $456k | 2.5k | 182.60 | |
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $445k | 3.3k | 134.28 | |
| 3M Company (MMM) | 0.1 | $264k | 1.8k | 146.86 |
