Hixon Zuercher as of June 30, 2026
Portfolio Holdings for Hixon Zuercher
Hixon Zuercher holds 88 positions in its portfolio as reported in the June 2026 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 | $24M | 527k | 45.70 | |
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 4.0 | $14M | 97k | 141.89 | |
| Johnson & Johnson (JNJ) | 3.5 | $12M | 47k | 253.97 | |
| John Hancock Exchange Traded Multifactor Mi (JHMM) | 3.4 | $12M | 153k | 74.96 | |
| NVIDIA Corporation (NVDA) | 3.4 | $11M | 57k | 200.09 | |
| Ishares Emng Mkts Eqt (EMGF) | 3.2 | $11M | 151k | 73.26 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.9 | $9.9M | 28k | 357.36 | |
| JPMorgan Chase & Co. (JPM) | 2.9 | $9.7M | 30k | 327.33 | |
| Advanced Micro Devices (AMD) | 2.7 | $9.1M | 16k | 580.91 | |
| Goldman Sachs (GS) | 2.7 | $9.1M | 9.0k | 1011.33 | |
| Amazon (AMZN) | 2.6 | $8.8M | 37k | 238.34 | |
| Nextera Energy (NEE) | 2.5 | $8.5M | 97k | 87.77 | |
| Microsoft Corporation (MSFT) | 2.4 | $8.2M | 22k | 373.02 | |
| Apple (AAPL) | 2.4 | $8.2M | 28k | 289.36 | |
| Stryker Corporation (SYK) | 2.1 | $7.3M | 23k | 314.85 | |
| Mastercard Incorporated Cl A (MA) | 2.0 | $6.8M | 13k | 513.61 | |
| Caterpillar (CAT) | 1.9 | $6.6M | 6.2k | 1064.92 | |
| Meta Platforms Cl A (META) | 1.8 | $6.0M | 11k | 563.31 | |
| Dell Technologies CL C (DELL) | 1.8 | $6.0M | 14k | 431.47 | |
| Wal-Mart Stores (WMT) | 1.7 | $5.9M | 52k | 113.26 | |
| Ishares Tr Trust Ishare 0-1 (SHV) | 1.6 | $5.5M | 49k | 110.35 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.6 | $5.4M | 63k | 86.42 | |
| Pepsi (PEP) | 1.4 | $4.8M | 36k | 135.40 | |
| Lowe's Companies (LOW) | 1.3 | $4.6M | 21k | 220.49 | |
| Charles Schwab Corporation (SCHW) | 1.3 | $4.5M | 49k | 92.27 | |
| Union Pacific Corporation (UNP) | 1.3 | $4.3M | 16k | 272.00 | |
| Amphenol Corp Cl A (APH) | 1.2 | $4.2M | 24k | 176.32 | |
| Bank of America Corporation (BAC) | 1.2 | $4.1M | 73k | 56.98 | |
| Arista Networks Com Shs (ANET) | 1.2 | $4.0M | 24k | 169.88 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.2 | $4.0M | 79k | 50.57 | |
| Broadcom (AVGO) | 1.1 | $3.9M | 10k | 377.74 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $3.5M | 7.1k | 500.39 | |
| Baker Hughes Company Cl A (BKR) | 1.0 | $3.4M | 62k | 55.50 | |
| Copart (CPRT) | 1.0 | $3.4M | 121k | 28.19 | |
| Progressive Corporation (PGR) | 1.0 | $3.3M | 15k | 218.45 | |
| Crown Holdings (CCK) | 0.9 | $3.0M | 27k | 111.82 | |
| Nortonlifelock (GEN) | 0.9 | $2.9M | 118k | 24.89 | |
| Starbucks Corporation (SBUX) | 0.8 | $2.9M | 28k | 102.19 | |
| TransDigm Group Incorporated (TDG) | 0.8 | $2.8M | 2.1k | 1331.84 | |
| Digital Realty Trust (DLR) | 0.8 | $2.8M | 16k | 179.58 | |
| Edwards Lifesciences (EW) | 0.8 | $2.8M | 31k | 90.46 | |
| Costco Wholesale Corporation (COST) | 0.8 | $2.7M | 2.9k | 935.52 | |
| Manhattan Associates (MANH) | 0.8 | $2.7M | 20k | 139.25 | |
| salesforce (CRM) | 0.8 | $2.7M | 17k | 156.66 | |
| Air Products & Chemicals (APD) | 0.8 | $2.6M | 8.9k | 293.18 | |
| Adobe Systems Incorporated (ADBE) | 0.7 | $2.5M | 12k | 205.02 | |
| Walt Disney Company (DIS) | 0.7 | $2.5M | 26k | 96.25 | |
| Prologis (PLD) | 0.7 | $2.5M | 18k | 135.47 | |
| Hca Holdings (HCA) | 0.7 | $2.4M | 6.3k | 389.90 | |
| Deere & Company (DE) | 0.7 | $2.3M | 3.7k | 634.36 | |
| New York Times Co Mtn Be Cl A (NYT) | 0.7 | $2.3M | 33k | 69.98 | |
| Wells Fargo & Company (WFC) | 0.7 | $2.2M | 27k | 82.64 | |
| Abbott Laboratories (ABT) | 0.6 | $2.1M | 24k | 90.74 | |
| Eli Lilly & Co. (LLY) | 0.6 | $2.1M | 1.8k | 1199.43 | |
| American Electric Power Company (AEP) | 0.6 | $2.1M | 15k | 136.81 | |
| Amdocs SHS (DOX) | 0.6 | $2.1M | 41k | 50.54 | |
| Pfizer (PFE) | 0.6 | $2.0M | 84k | 24.08 | |
| Owens Corning (OC) | 0.6 | $2.0M | 12k | 158.96 | |
| Dollar General (DG) | 0.5 | $1.9M | 16k | 115.11 | |
| Qualcomm (QCOM) | 0.5 | $1.7M | 9.3k | 184.80 | |
| Intercontinental Exchange (ICE) | 0.5 | $1.7M | 14k | 123.11 | |
| McDonald's Corporation (MCD) | 0.5 | $1.5M | 5.7k | 270.30 | |
| Zoetis Cl A (ZTS) | 0.4 | $1.5M | 21k | 71.86 | |
| American Tower Reit (AMT) | 0.4 | $1.4M | 8.8k | 163.58 | |
| Tractor Supply Company (TSCO) | 0.4 | $1.4M | 44k | 31.61 | |
| Honeywell International (HON) | 0.4 | $1.3M | 5.7k | 223.90 | |
| Netflix (NFLX) | 0.4 | $1.3M | 18k | 71.40 | |
| Honeywell Aerospace (HONA) | 0.4 | $1.3M | 5.7k | 221.08 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $1.3M | 13k | 96.58 | |
| Goldman Sachs Etf Tr Activebeta Us (GSSC) | 0.4 | $1.2M | 13k | 91.26 | |
| Cdw (CDW) | 0.3 | $1.2M | 8.3k | 140.63 | |
| Marathon Petroleum Corp (MPC) | 0.2 | $809k | 3.2k | 255.69 | |
| Hershey Company (HSY) | 0.2 | $739k | 4.2k | 175.45 | |
| Visa Com Cl A (V) | 0.2 | $666k | 1.9k | 343.09 | |
| Abbvie (ABBV) | 0.2 | $661k | 2.6k | 251.68 | |
| Procter & Gamble Company (PG) | 0.2 | $654k | 4.5k | 146.64 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $618k | 2.9k | 212.77 | |
| Ishares Core Msci Emkt (IEMG) | 0.2 | $548k | 6.6k | 82.84 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $542k | 3.7k | 148.31 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $542k | 724.00 | 748.89 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $509k | 1.4k | 353.33 | |
| Cameco Corporation (CCJ) | 0.1 | $407k | 4.0k | 101.86 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $398k | 7.1k | 56.48 | |
| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.1 | $348k | 6.3k | 55.57 | |
| 3M Company (MMM) | 0.1 | $308k | 1.9k | 161.91 | |
| Fidelity Greenwood Street Tr Yiel Enh Equ Etf (FYEE) | 0.1 | $290k | 10k | 28.89 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $236k | 1.6k | 147.73 | |
| Welltower Inc Com reit (WELL) | 0.1 | $217k | 954.00 | 226.97 |
