Hixon Zuercher as of March 31, 2026
Portfolio Holdings for Hixon Zuercher
Hixon Zuercher holds 85 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 6.8 | $22M | 508k | 43.13 | |
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 3.7 | $12M | 95k | 125.13 | |
| Johnson & Johnson (JNJ) | 3.6 | $12M | 48k | 244.44 | |
| John Hancock Exchange Traded Multifactor Mi (JHMM) | 3.1 | $9.9M | 148k | 67.12 | |
| Exxon Mobil Corporation (XOM) | 3.0 | $9.5M | 56k | 169.66 | |
| Nextera Energy (NEE) | 2.8 | $9.0M | 97k | 92.88 | |
| Ishares Emng Mkts Eqt (EMGF) | 2.8 | $8.9M | 148k | 60.43 | |
| JPMorgan Chase & Co. (JPM) | 2.8 | $8.9M | 30k | 294.16 | |
| NVIDIA Corporation (NVDA) | 2.7 | $8.5M | 49k | 174.40 | |
| Goldman Sachs (GS) | 2.4 | $7.8M | 9.3k | 846.01 | |
| Stryker Corporation (SYK) | 2.4 | $7.6M | 23k | 328.58 | |
| Apple (AAPL) | 2.3 | $7.3M | 29k | 253.79 | |
| Amazon (AMZN) | 2.1 | $6.9M | 33k | 208.27 | |
| Caterpillar (CAT) | 2.1 | $6.7M | 9.5k | 708.46 | |
| Wal-Mart Stores (WMT) | 2.1 | $6.6M | 53k | 124.28 | |
| Mastercard Incorporated Cl A (MA) | 2.0 | $6.6M | 13k | 499.66 | |
| Microsoft Corporation (MSFT) | 2.0 | $6.4M | 17k | 370.17 | |
| Dell Technologies CL C (DELL) | 1.9 | $6.2M | 38k | 164.13 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $6.2M | 22k | 287.56 | |
| Honeywell International (HON) | 1.9 | $6.1M | 27k | 226.03 | |
| Pepsi (PEP) | 1.7 | $5.6M | 36k | 155.29 | |
| Lowe's Companies (LOW) | 1.7 | $5.5M | 23k | 236.28 | |
| Ishares Tr Trust Ishare 0-1 (SHV) | 1.6 | $5.3M | 48k | 110.39 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.6 | $5.3M | 61k | 86.69 | |
| Meta Platforms Cl A (META) | 1.6 | $5.2M | 9.1k | 572.14 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $4.6M | 9.7k | 479.20 | |
| Charles Schwab Corporation (SCHW) | 1.4 | $4.6M | 49k | 93.98 | |
| Wells Fargo & Company (WFC) | 1.4 | $4.5M | 57k | 79.61 | |
| Copart (CPRT) | 1.2 | $3.9M | 119k | 33.20 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.2 | $3.9M | 77k | 50.61 | |
| Baker Hughes Company Cl A (BKR) | 1.1 | $3.6M | 59k | 61.05 | |
| Bank of America Corporation (BAC) | 1.1 | $3.5M | 71k | 48.75 | |
| Advanced Micro Devices (AMD) | 1.0 | $3.4M | 17k | 203.43 | |
| Broadcom (AVGO) | 1.0 | $3.2M | 10k | 309.50 | |
| salesforce (CRM) | 1.0 | $3.2M | 17k | 186.67 | |
| Amphenol Corp Cl A (APH) | 1.0 | $3.1M | 24k | 126.35 | |
| Adobe Systems Incorporated (ADBE) | 0.9 | $3.0M | 13k | 243.08 | |
| Hca Holdings (HCA) | 0.9 | $3.0M | 6.3k | 473.23 | |
| Costco Wholesale Corporation (COST) | 0.9 | $3.0M | 3.0k | 996.48 | |
| Digital Realty Trust (DLR) | 0.9 | $2.9M | 16k | 180.21 | |
| Amdocs SHS (DOX) | 0.9 | $2.8M | 43k | 65.26 | |
| Progressive Corporation (PGR) | 0.9 | $2.7M | 14k | 198.24 | |
| Manhattan Associates (MANH) | 0.8 | $2.7M | 20k | 133.12 | |
| Starbucks Corporation (SBUX) | 0.8 | $2.6M | 29k | 89.59 | |
| Crown Holdings (CCK) | 0.8 | $2.5M | 25k | 100.25 | |
| Air Products & Chemicals (APD) | 0.8 | $2.5M | 8.6k | 290.51 | |
| Edwards Lifesciences (EW) | 0.8 | $2.5M | 31k | 80.08 | |
| Prologis (PLD) | 0.8 | $2.4M | 18k | 132.18 | |
| Walt Disney Company (DIS) | 0.8 | $2.4M | 25k | 96.38 | |
| Abbott Laboratories (ABT) | 0.8 | $2.4M | 24k | 102.67 | |
| Nortonlifelock (GEN) | 0.7 | $2.4M | 127k | 18.83 | |
| New York Times Co Mtn Be Cl A (NYT) | 0.7 | $2.4M | 28k | 83.73 | |
| TransDigm Group Incorporated (TDG) | 0.7 | $2.2M | 1.9k | 1158.76 | |
| Pfizer (PFE) | 0.7 | $2.2M | 79k | 28.08 | |
| Netflix (NFLX) | 0.7 | $2.1M | 22k | 96.15 | |
| Intercontinental Exchange (ICE) | 0.7 | $2.1M | 13k | 157.28 | |
| Deere & Company (DE) | 0.6 | $2.1M | 3.7k | 563.31 | |
| Zoetis Cl A (ZTS) | 0.6 | $2.0M | 17k | 118.21 | |
| American Electric Power Company (AEP) | 0.6 | $2.0M | 15k | 131.08 | |
| Dollar General (DG) | 0.6 | $1.9M | 16k | 118.73 | |
| McDonald's Corporation (MCD) | 0.5 | $1.7M | 5.4k | 310.81 | |
| Eli Lilly & Co. (LLY) | 0.5 | $1.6M | 1.8k | 919.77 | |
| American Tower Reit (AMT) | 0.4 | $1.4M | 8.4k | 172.59 | |
| Tractor Supply Company (TSCO) | 0.4 | $1.3M | 29k | 45.30 | |
| Cdw (CDW) | 0.4 | $1.2M | 10k | 121.02 | |
| Owens Corning (OC) | 0.4 | $1.2M | 11k | 108.22 | |
| Qualcomm (QCOM) | 0.4 | $1.2M | 9.4k | 128.78 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $1.2M | 13k | 90.53 | |
| Goldman Sachs Etf Tr Activebeta Us (GSSC) | 0.3 | $958k | 13k | 74.55 | |
| Hershey Company (HSY) | 0.3 | $850k | 4.1k | 207.91 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $639k | 11k | 56.68 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $557k | 2.9k | 191.92 | |
| Procter & Gamble Company (PG) | 0.2 | $550k | 3.8k | 144.44 | |
| Abbvie (ABBV) | 0.2 | $522k | 2.4k | 217.49 | |
| Visa Com Cl A (V) | 0.2 | $519k | 1.7k | 302.24 | |
| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.2 | $507k | 10k | 50.04 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $493k | 755.00 | 653.21 | |
| Fidelity Greenwood Street Tr Yield Enhanced E (FYEE) | 0.1 | $463k | 17k | 27.13 | |
| Ishares Core Msci Emkt (IEMG) | 0.1 | $462k | 6.6k | 69.75 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $455k | 3.7k | 124.31 | |
| Cameco Corporation (CCJ) | 0.1 | $434k | 4.0k | 108.61 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $413k | 1.4k | 286.86 | |
| Global X Fds Msci Supr Em Etf (SDEM) | 0.1 | $263k | 8.1k | 32.41 | |
| 3M Company (MMM) | 0.1 | $232k | 1.6k | 145.23 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $212k | 1.6k | 132.50 |
