Hixon Zuercher as of June 30, 2025
Portfolio Holdings for Hixon Zuercher
Hixon Zuercher holds 78 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 7.1 | $22M | 555k | 39.66 | |
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 3.3 | $10M | 85k | 121.38 | |
| JPMorgan Chase & Co. (JPM) | 3.2 | $9.9M | 34k | 289.91 | |
| Microsoft Corporation (MSFT) | 3.0 | $9.2M | 18k | 497.40 | |
| Stryker Corporation (SYK) | 2.9 | $9.0M | 23k | 395.63 | |
| Ishares Emng Mkts Eqt (EMGF) | 2.8 | $8.7M | 167k | 52.07 | |
| Caterpillar (CAT) | 2.7 | $8.3M | 21k | 388.22 | |
| John Hancock Exchange Traded Multifactor Mi (JHMM) | 2.6 | $8.2M | 134k | 61.13 | |
| NVIDIA Corporation (NVDA) | 2.5 | $7.8M | 50k | 157.99 | |
| Johnson & Johnson (JNJ) | 2.5 | $7.7M | 50k | 152.75 | |
| Mastercard Incorporated Cl A (MA) | 2.4 | $7.4M | 13k | 561.92 | |
| Amazon (AMZN) | 2.4 | $7.3M | 33k | 219.39 | |
| Goldman Sachs (GS) | 2.2 | $7.0M | 9.8k | 707.74 | |
| Apple (AAPL) | 2.2 | $6.8M | 33k | 205.17 | |
| Nextera Energy (NEE) | 2.2 | $6.7M | 96k | 69.42 | |
| Netflix (NFLX) | 2.1 | $6.4M | 4.8k | 1339.13 | |
| Exxon Mobil Corporation (XOM) | 2.0 | $6.1M | 56k | 107.80 | |
| Honeywell International (HON) | 2.0 | $6.0M | 26k | 232.88 | |
| Meta Platforms Cl A (META) | 2.0 | $6.0M | 8.2k | 738.09 | |
| Costco Wholesale Corporation (COST) | 1.9 | $5.8M | 5.9k | 989.88 | |
| Wal-Mart Stores (WMT) | 1.7 | $5.4M | 55k | 97.78 | |
| Lowe's Companies (LOW) | 1.7 | $5.2M | 24k | 221.87 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $4.9M | 28k | 176.23 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.6 | $4.8M | 55k | 88.25 | |
| Ishares Tr Short Treas Bd (SHV) | 1.6 | $4.8M | 44k | 110.42 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $4.8M | 9.9k | 485.77 | |
| Charles Schwab Corporation (SCHW) | 1.5 | $4.6M | 51k | 91.24 | |
| Dell Technologies CL C (DELL) | 1.5 | $4.5M | 37k | 122.60 | |
| Copart (CPRT) | 1.4 | $4.4M | 89k | 49.07 | |
| Pepsi (PEP) | 1.3 | $4.0M | 31k | 132.04 | |
| salesforce (CRM) | 1.3 | $3.9M | 14k | 272.68 | |
| Amdocs SHS (DOX) | 1.2 | $3.6M | 40k | 91.24 | |
| Advanced Micro Devices (AMD) | 1.1 | $3.4M | 24k | 141.90 | |
| Bank of America Corporation (BAC) | 1.1 | $3.3M | 70k | 47.32 | |
| Adobe Systems Incorporated (ADBE) | 1.0 | $3.2M | 8.3k | 386.88 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.0 | $3.2M | 62k | 50.68 | |
| Manhattan Associates (MANH) | 1.0 | $3.1M | 16k | 197.47 | |
| Abbott Laboratories (ABT) | 1.0 | $3.1M | 23k | 136.01 | |
| Walt Disney Company (DIS) | 1.0 | $3.0M | 24k | 124.01 | |
| Oracle Corporation (ORCL) | 1.0 | $3.0M | 14k | 218.63 | |
| TransDigm Group Incorporated (TDG) | 0.9 | $2.9M | 1.9k | 1520.64 | |
| Progressive Corporation (PGR) | 0.9 | $2.9M | 11k | 266.86 | |
| Digital Realty Trust (DLR) | 0.9 | $2.8M | 16k | 174.32 | |
| Goldman Sachs Etf Tr Activebeta Us (GSSC) | 0.9 | $2.6M | 39k | 68.61 | |
| Starbucks Corporation (SBUX) | 0.8 | $2.6M | 28k | 91.63 | |
| Broadcom (AVGO) | 0.8 | $2.5M | 8.9k | 275.65 | |
| Hca Holdings (HCA) | 0.8 | $2.5M | 6.4k | 383.12 | |
| Edwards Lifesciences (EW) | 0.8 | $2.4M | 31k | 78.21 | |
| Air Products & Chemicals (APD) | 0.8 | $2.4M | 8.3k | 282.06 | |
| Amphenol Corp Cl A (APH) | 0.8 | $2.3M | 24k | 98.75 | |
| Intercontinental Exchange (ICE) | 0.8 | $2.3M | 13k | 183.47 | |
| Baker Hughes Company Cl A (BKR) | 0.8 | $2.3M | 61k | 38.34 | |
| Zoetis Cl A (ZTS) | 0.7 | $2.3M | 15k | 155.95 | |
| PPG Industries (PPG) | 0.7 | $2.3M | 20k | 113.75 | |
| Prologis (PLD) | 0.7 | $2.1M | 20k | 105.12 | |
| Pfizer (PFE) | 0.7 | $2.0M | 84k | 24.24 | |
| Deere & Company (DE) | 0.6 | $1.9M | 3.8k | 508.45 | |
| American Tower Reit (AMT) | 0.6 | $1.8M | 8.1k | 221.02 | |
| Dollar General (DG) | 0.6 | $1.7M | 15k | 114.38 | |
| American Electric Power Company (AEP) | 0.5 | $1.6M | 15k | 103.76 | |
| New York Times Cl A (NYT) | 0.5 | $1.6M | 28k | 55.98 | |
| McDonald's Corporation (MCD) | 0.5 | $1.5M | 5.1k | 292.19 | |
| Tractor Supply Company (TSCO) | 0.5 | $1.5M | 28k | 52.77 | |
| Qualcomm (QCOM) | 0.5 | $1.4M | 8.8k | 159.26 | |
| Eli Lilly & Co. (LLY) | 0.5 | $1.4M | 1.8k | 779.41 | |
| Cdw (CDW) | 0.4 | $1.3M | 7.5k | 178.58 | |
| Owens Corning (OC) | 0.4 | $1.2M | 8.9k | 137.53 | |
| Marathon Petroleum Corp (MPC) | 0.2 | $750k | 4.5k | 166.10 | |
| Visa Com Cl A (V) | 0.2 | $707k | 2.0k | 355.05 | |
| Hershey Company (HSY) | 0.2 | $679k | 4.1k | 165.96 | |
| Tesla Motors (TSLA) | 0.2 | $670k | 2.1k | 317.71 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $628k | 11k | 56.85 | |
| Procter & Gamble Company (PG) | 0.2 | $602k | 3.8k | 159.32 | |
| Abbvie (ABBV) | 0.2 | $535k | 2.9k | 185.63 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $465k | 4.0k | 117.16 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $463k | 3.5k | 132.81 | |
| Jack Henry & Associates (JKHY) | 0.1 | $450k | 2.5k | 180.17 | |
| 3M Company (MMM) | 0.1 | $274k | 1.8k | 152.24 |
