Hixon Zuercher as of Sept. 30, 2025
Portfolio Holdings for Hixon Zuercher
Hixon Zuercher holds 87 positions in its portfolio as reported in the September 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 | $23M | 568k | 41.11 | |
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 3.7 | $12M | 93k | 130.28 | |
| Microsoft Corporation (MSFT) | 3.0 | $9.9M | 19k | 517.95 | |
| NVIDIA Corporation (NVDA) | 2.9 | $9.6M | 51k | 186.58 | |
| JPMorgan Chase & Co. (JPM) | 2.9 | $9.5M | 30k | 315.43 | |
| John Hancock Exchange Traded Multifactor Mi (JHMM) | 2.8 | $9.3M | 145k | 64.69 | |
| Ishares Emng Mkts Eqt (EMGF) | 2.8 | $9.3M | 164k | 56.58 | |
| Johnson & Johnson (JNJ) | 2.8 | $9.2M | 50k | 185.42 | |
| Apple (AAPL) | 2.7 | $9.0M | 35k | 254.63 | |
| Stryker Corporation (SYK) | 2.5 | $8.3M | 23k | 369.67 | |
| Goldman Sachs (GS) | 2.3 | $7.6M | 9.6k | 796.39 | |
| Amazon (AMZN) | 2.3 | $7.6M | 35k | 219.57 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $7.5M | 31k | 243.10 | |
| Mastercard Incorporated Cl A (MA) | 2.3 | $7.4M | 13k | 568.80 | |
| Nextera Energy (NEE) | 2.2 | $7.3M | 97k | 75.49 | |
| Exxon Mobil Corporation (XOM) | 2.0 | $6.4M | 57k | 112.75 | |
| Meta Platforms Cl A (META) | 1.9 | $6.2M | 8.5k | 734.38 | |
| Lowe's Companies (LOW) | 1.8 | $5.8M | 23k | 251.31 | |
| Wal-Mart Stores (WMT) | 1.7 | $5.6M | 54k | 103.06 | |
| Costco Wholesale Corporation (COST) | 1.7 | $5.6M | 6.0k | 925.59 | |
| Honeywell International (HON) | 1.7 | $5.5M | 26k | 210.50 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.6 | $5.3M | 59k | 89.37 | |
| Ishares Tr Short Treas Bd (SHV) | 1.6 | $5.2M | 48k | 110.49 | |
| Caterpillar (CAT) | 1.6 | $5.1M | 11k | 477.16 | |
| Pepsi (PEP) | 1.6 | $5.1M | 36k | 140.44 | |
| Dell Technologies CL C (DELL) | 1.5 | $5.0M | 36k | 141.77 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.5 | $4.9M | 9.8k | 502.74 | |
| Charles Schwab Corporation (SCHW) | 1.4 | $4.7M | 49k | 95.47 | |
| Copart (CPRT) | 1.3 | $4.2M | 94k | 44.97 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.2 | $3.9M | 77k | 50.73 | |
| Advanced Micro Devices (AMD) | 1.1 | $3.7M | 23k | 161.79 | |
| Bank of America Corporation (BAC) | 1.1 | $3.7M | 73k | 51.59 | |
| Adobe Systems Incorporated (ADBE) | 1.1 | $3.7M | 11k | 352.75 | |
| Broadcom (AVGO) | 1.1 | $3.5M | 11k | 329.92 | |
| salesforce (CRM) | 1.0 | $3.4M | 14k | 237.00 | |
| Nortonlifelock (GEN) | 1.0 | $3.3M | 118k | 28.39 | |
| Manhattan Associates (MANH) | 1.0 | $3.2M | 16k | 204.98 | |
| Amdocs SHS (DOX) | 1.0 | $3.2M | 39k | 82.05 | |
| Abbott Laboratories (ABT) | 1.0 | $3.1M | 24k | 133.94 | |
| Amphenol Corp Cl A (APH) | 0.9 | $3.1M | 25k | 123.75 | |
| Baker Hughes Company Cl A (BKR) | 0.9 | $3.0M | 61k | 48.72 | |
| Progressive Corporation (PGR) | 0.9 | $2.9M | 12k | 246.95 | |
| Walt Disney Company (DIS) | 0.9 | $2.9M | 25k | 114.50 | |
| Digital Realty Trust (DLR) | 0.8 | $2.7M | 16k | 172.88 | |
| Hca Holdings (HCA) | 0.8 | $2.7M | 6.2k | 426.17 | |
| Netflix (NFLX) | 0.8 | $2.6M | 2.2k | 1198.92 | |
| Oracle Corporation (ORCL) | 0.8 | $2.6M | 9.3k | 281.24 | |
| TransDigm Group Incorporated (TDG) | 0.8 | $2.5M | 1.9k | 1317.79 | |
| Starbucks Corporation (SBUX) | 0.7 | $2.4M | 28k | 84.60 | |
| Edwards Lifesciences (EW) | 0.7 | $2.4M | 30k | 77.77 | |
| Air Products & Chemicals (APD) | 0.7 | $2.3M | 8.5k | 272.73 | |
| Zoetis Cl A (ZTS) | 0.7 | $2.3M | 15k | 146.32 | |
| Prologis (PLD) | 0.7 | $2.2M | 20k | 114.52 | |
| Intercontinental Exchange (ICE) | 0.7 | $2.2M | 13k | 168.47 | |
| PPG Industries (PPG) | 0.6 | $2.1M | 20k | 105.11 | |
| Pfizer (PFE) | 0.6 | $2.1M | 83k | 25.48 | |
| American Electric Power Company (AEP) | 0.5 | $1.8M | 16k | 112.50 | |
| Deere & Company (DE) | 0.5 | $1.7M | 3.8k | 457.23 | |
| McDonald's Corporation (MCD) | 0.5 | $1.7M | 5.4k | 303.87 | |
| New York Times Cl A (NYT) | 0.5 | $1.6M | 29k | 57.40 | |
| Tractor Supply Company (TSCO) | 0.5 | $1.6M | 28k | 56.87 | |
| Dollar General (DG) | 0.5 | $1.6M | 16k | 103.35 | |
| American Tower Reit (AMT) | 0.5 | $1.6M | 8.3k | 192.33 | |
| Qualcomm (QCOM) | 0.5 | $1.6M | 9.4k | 166.35 | |
| Eli Lilly & Co. (LLY) | 0.4 | $1.4M | 1.8k | 762.90 | |
| Owens Corning (OC) | 0.4 | $1.3M | 9.4k | 141.46 | |
| Cdw (CDW) | 0.4 | $1.3M | 8.1k | 159.28 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $1.2M | 13k | 87.31 | |
| Goldman Sachs Etf Tr Activebeta Us (GSSC) | 0.3 | $1.0M | 14k | 74.89 | |
| Tesla Motors (TSLA) | 0.3 | $938k | 2.1k | 444.72 | |
| Hershey Company (HSY) | 0.2 | $770k | 4.1k | 187.03 | |
| Procter & Gamble Company (PG) | 0.2 | $685k | 4.5k | 153.65 | |
| Visa Com Cl A (V) | 0.2 | $680k | 2.0k | 341.38 | |
| Abbvie (ABBV) | 0.2 | $659k | 2.8k | 231.56 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $659k | 12k | 57.10 | |
| Marathon Petroleum Corp (MPC) | 0.2 | $639k | 3.3k | 192.71 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $566k | 3.0k | 189.71 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $515k | 2.1k | 243.55 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $507k | 757.00 | 669.62 | |
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $495k | 3.5k | 142.09 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $489k | 4.0k | 122.45 | |
| Ishares Core Msci Emkt (IEMG) | 0.1 | $436k | 6.6k | 65.92 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $434k | 3.7k | 118.83 | |
| Jack Henry & Associates (JKHY) | 0.1 | $372k | 2.5k | 148.93 | |
| Cameco Corporation (CCJ) | 0.1 | $335k | 4.0k | 83.86 | |
| 3M Company (MMM) | 0.1 | $295k | 1.9k | 155.18 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $208k | 1.6k | 129.72 |
