HZ

Hixon Zuercher, LLC

13F
Hixon Zuercher, LLC
Last update 2025-04-25 80 Stocks (6 new)
Value $284.00 Mil Turnover 18 %
Countries:
Hixon Zuercher, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
GSIE
Goldman Sachs ActiveBeta International Equity ETF
Goldman Sachs ActiveBeta International Equity ETF
549,123
19,576.2
+230.59%
6.900
+4.81%
0.530
+11.43%
+23.26%
4,152.8
 
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
90,087
9,916.8
+17.36%
3.500
+0.52%
0.080
+15.95%
+8.69%
14,165.5
 
JPM
JPMorgan Chase & Co
39,010
9,569.1
-0.05%
3.370
0%
0.000
+21.80%
+25.72%
815,415.9
Banks
SYK
Stryker Corp
22,620
8,420.4
+1.82%
2.970
+0.05%
0.010
+10.10%
+10.66%
151,589.5
Medical Devices & Instruments
JNJ
Johnson & Johnson
49,849
8,267.0
+3.57%
2.910
+0.10%
0.000
+10.38%
+19.20%
407,973.8
Drug Manufacturers
CAT
Caterpillar Inc
23,435
7,729.0
+2.48%
2.720
+0.07%
0.000
+40.49%
+19.85%
202,009.7
Farm & Heavy Construction Machinery
EMGF
iShares Emerging Markets Equity Factor ETF
iShares Emerging Markets Equity Factor ETF
164,818
7,710.2
New Holding
2.720
+2.72%
0.970
+16.55%
+20.10%
944.4
 
AAPL
Apple Inc
32,823
7,290.9
-15.92%
2.570
-0.60%
0.000
+2.72%
-14.43%
3,192,682.2
Hardware
MA
Mastercard Inc
13,231
7,252.4
+0.72%
2.560
+0.02%
0.000
+5.38%
+7.49%
511,704.3
Credit Services
JHMM
John Hancock Multifactor Mid Cap ETF
John Hancock Multifactor Mid Cap ETF
122,626
7,026.5
New Holding
2.480
+2.48%
0.180
+12.91%
+5.50%
4,213.9
 

Hixon Zuercher, LLC's Historical Top Holdings Breakdowns

Hixon Zuercher, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GSIE
Goldman Sachs ActiveBeta International Equity ETF
Goldman Sachs ActiveBeta International Equity ETF
2025-03-31
Add
Add
+4.81%
32.95 ($35.29) 37.06
$40.36
14.37%
Add 230.59%
549,123
383,020
EMGF
iShares Emerging Markets Equity Factor ETF
iShares Emerging Markets Equity Factor ETF
2025-03-31
New Buy
New Buy
+2.72%
44.18 ($46.47) 48.23
$53.66
15.46%
New holding
164,818
164,818
IVV
iShares Core S&P 500 ETF
2025-03-31
Sold Out
Sold Out
-2.69%
554.06 ($590.51) 615.85
$637.58
7.97%
Sold Out
0
-11,877
JHMM
John Hancock Multifactor Mid Cap ETF
John Hancock Multifactor Mid Cap ETF
2025-03-31
New Buy
New Buy
+2.48%
55.69 ($60.14) 63.12
$62.73
4.31%
New holding
122,626
122,626
CALF
Pacer US Small Cap Cash Cows ETF
2025-03-31
Sold Out
Sold Out
-1.38%
36.64 ($41.46) 45.76
$41.44
-0.05%
Sold Out
0
-81,250
GSSC
Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
2025-03-31
New Buy
New Buy
+1.05%
62.28 ($68.09) 71.92
$70.07
2.91%
New holding
46,935
46,935
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-03-31
Sold Out
Sold Out
-0.93%
95.85 ($97.76) 99.25
$98.29
0.54%
Sold Out
0
-24,962
DELL
Dell Technologies Inc
2025-03-31
New Buy
New Buy
+0.92%
90.34 ($105.78) 124.66
$128.35
21.34%
New holding
28,610
28,610
PGR
Progressive Corp
2025-03-31
New Buy
New Buy
+0.81%
235.61 ($261.55) 291.22
$247.38
-5.42%
New holding
8,102
8,102
COST
Costco Wholesale Corp
2025-03-31
Reduce
Reduce
-0.75%
890.62 ($974.97) 1076.86
$933.80
-4.22%
Reduce -26.65%
5,818
-2,114

Hixon Zuercher, LLC Total Holding History ($B)

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Hixon Zuercher, LLC's Asset Allocation

To

Hixon Zuercher, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Hixon Zuercher, LLC's Hypothetical Growth since 2025-03-31

Hixon Zuercher, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

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