Hixon Zuercher as of Dec. 31, 2025
Portfolio Holdings for Hixon Zuercher
Hixon Zuercher holds 88 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 7.4 | $24M | 566k | 42.94 | |
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 3.7 | $12M | 93k | 132.37 | |
| Johnson & Johnson (JNJ) | 3.1 | $10M | 50k | 206.95 | |
| JPMorgan Chase & Co. (JPM) | 3.0 | $9.8M | 30k | 322.22 | |
| John Hancock Exchange Traded Multifactor Mi (JHMM) | 2.9 | $9.5M | 145k | 65.48 | |
| Ishares Emng Mkts Eqt (EMGF) | 2.9 | $9.4M | 163k | 57.85 | |
| NVIDIA Corporation (NVDA) | 2.8 | $9.2M | 49k | 186.50 | |
| Ishares Tr Core S&p500 Etf (IVV) | 2.7 | $9.0M | 13k | 684.95 | |
| Goldman Sachs (GS) | 2.5 | $8.3M | 9.5k | 878.96 | |
| Microsoft Corporation (MSFT) | 2.4 | $8.1M | 17k | 483.62 | |
| Stryker Corporation (SYK) | 2.4 | $8.0M | 23k | 351.47 | |
| Apple (AAPL) | 2.4 | $7.9M | 29k | 271.86 | |
| Nextera Energy (NEE) | 2.4 | $7.8M | 98k | 80.28 | |
| Amazon (AMZN) | 2.3 | $7.7M | 33k | 230.82 | |
| Mastercard Incorporated Cl A (MA) | 2.3 | $7.5M | 13k | 570.86 | |
| Exxon Mobil Corporation (XOM) | 2.1 | $6.9M | 57k | 120.34 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $6.8M | 22k | 313.00 | |
| Wal-Mart Stores (WMT) | 1.8 | $6.0M | 54k | 111.41 | |
| Meta Platforms Cl A (META) | 1.8 | $5.8M | 8.8k | 660.10 | |
| Lowe's Companies (LOW) | 1.7 | $5.7M | 24k | 241.16 | |
| Caterpillar (CAT) | 1.7 | $5.6M | 9.8k | 572.86 | |
| Wells Fargo & Company (WFC) | 1.6 | $5.3M | 57k | 93.20 | |
| Honeywell International (HON) | 1.6 | $5.3M | 27k | 195.09 | |
| Ishares Tr Trust Ishare 0-1 (SHV) | 1.6 | $5.2M | 48k | 110.15 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.5 | $5.0M | 58k | 87.16 | |
| Pepsi (PEP) | 1.5 | $5.0M | 35k | 143.52 | |
| Charles Schwab Corporation (SCHW) | 1.5 | $4.9M | 49k | 99.91 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.5 | $4.9M | 9.7k | 502.65 | |
| Dell Technologies CL C (DELL) | 1.4 | $4.8M | 38k | 125.88 | |
| salesforce (CRM) | 1.2 | $3.9M | 15k | 264.90 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.2 | $3.9M | 77k | 50.59 | |
| Bank of America Corporation (BAC) | 1.2 | $3.9M | 71k | 55.00 | |
| Broadcom (AVGO) | 1.1 | $3.6M | 10k | 346.11 | |
| Advanced Micro Devices (AMD) | 1.0 | $3.5M | 16k | 214.16 | |
| Amphenol Corp Cl A (APH) | 1.0 | $3.3M | 24k | 135.14 | |
| Copart (CPRT) | 1.0 | $3.2M | 81k | 39.15 | |
| Adobe Systems Incorporated (ADBE) | 0.9 | $3.1M | 8.9k | 349.99 | |
| Hca Holdings (HCA) | 0.9 | $3.0M | 6.5k | 466.84 | |
| Abbott Laboratories (ABT) | 0.9 | $2.9M | 23k | 125.29 | |
| Walt Disney Company (DIS) | 0.9 | $2.8M | 25k | 113.77 | |
| Baker Hughes Company Cl A (BKR) | 0.8 | $2.7M | 59k | 45.54 | |
| Edwards Lifesciences (EW) | 0.8 | $2.7M | 31k | 85.25 | |
| Amdocs SHS (DOX) | 0.8 | $2.6M | 32k | 80.51 | |
| TransDigm Group Incorporated (TDG) | 0.8 | $2.6M | 2.0k | 1329.63 | |
| Costco Wholesale Corporation (COST) | 0.8 | $2.6M | 3.0k | 862.33 | |
| Digital Realty Trust (DLR) | 0.8 | $2.5M | 16k | 154.71 | |
| Crown Holdings (CCK) | 0.7 | $2.4M | 24k | 102.97 | |
| Prologis (PLD) | 0.7 | $2.4M | 19k | 127.66 | |
| Nortonlifelock (GEN) | 0.7 | $2.3M | 85k | 27.19 | |
| Manhattan Associates (MANH) | 0.7 | $2.3M | 13k | 173.31 | |
| Progressive Corporation (PGR) | 0.7 | $2.2M | 9.6k | 227.72 | |
| Intercontinental Exchange (ICE) | 0.6 | $2.1M | 13k | 161.96 | |
| Dollar General (DG) | 0.6 | $2.1M | 16k | 132.77 | |
| Air Products & Chemicals (APD) | 0.6 | $2.0M | 8.3k | 247.02 | |
| Starbucks Corporation (SBUX) | 0.6 | $2.0M | 24k | 84.21 | |
| Netflix (NFLX) | 0.6 | $2.0M | 21k | 93.76 | |
| New York Times Cl A (NYT) | 0.6 | $2.0M | 28k | 69.42 | |
| Eli Lilly & Co. (LLY) | 0.6 | $1.9M | 1.8k | 1074.68 | |
| Pfizer (PFE) | 0.5 | $1.8M | 73k | 24.90 | |
| American Electric Power Company (AEP) | 0.5 | $1.8M | 15k | 115.31 | |
| Deere & Company (DE) | 0.5 | $1.7M | 3.7k | 465.56 | |
| McDonald's Corporation (MCD) | 0.5 | $1.6M | 5.4k | 305.63 | |
| Qualcomm (QCOM) | 0.5 | $1.6M | 9.2k | 171.05 | |
| Zoetis Cl A (ZTS) | 0.5 | $1.5M | 12k | 125.82 | |
| Tractor Supply Company (TSCO) | 0.4 | $1.4M | 28k | 50.01 | |
| American Tower Reit (AMT) | 0.4 | $1.2M | 7.0k | 175.58 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $1.2M | 13k | 89.46 | |
| Goldman Sachs Etf Tr Activebeta Us (GSSC) | 0.3 | $1.0M | 13k | 75.63 | |
| Cdw (CDW) | 0.3 | $937k | 6.9k | 136.21 | |
| Owens Corning (OC) | 0.3 | $882k | 7.9k | 111.92 | |
| Hershey Company (HSY) | 0.2 | $707k | 3.9k | 181.98 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $605k | 11k | 57.24 | |
| Visa Com Cl A (V) | 0.2 | $603k | 1.7k | 350.71 | |
| Oracle Corporation (ORCL) | 0.2 | $599k | 3.1k | 194.91 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $556k | 2.9k | 191.56 | |
| Abbvie (ABBV) | 0.2 | $548k | 2.4k | 228.49 | |
| Procter & Gamble Company (PG) | 0.2 | $546k | 3.8k | 143.31 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $520k | 1.6k | 335.21 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $494k | 3.5k | 141.14 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $488k | 4.0k | 121.62 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $452k | 1.4k | 313.80 | |
| Ishares Core Msci Emkt (IEMG) | 0.1 | $445k | 6.6k | 67.22 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $439k | 3.7k | 120.18 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $379k | 3.8k | 99.88 | |
| Cameco Corporation (CCJ) | 0.1 | $366k | 4.0k | 91.49 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $295k | 3.9k | 75.45 | |
| 3M Company (MMM) | 0.1 | $256k | 1.6k | 160.10 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $211k | 1.6k | 131.59 |
