HZ
| |
Hixon Zuercher, LLC13F | |
| Hixon Zuercher, LLC | |
| Last update 2025-04-25 | 80 Stocks (6 new) |
| Value $284.00 Mil | Turnover 18 % |
Hixon Zuercher, LLC Top Holdings of 2025-03-31
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| 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
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| 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)
Hixon Zuercher, LLC's Asset Allocation
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 % |
|---|
Hixon Zuercher, LLC's Holdings Heat Map
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Hixon Zuercher, LLC's Holdings Bubble Chart
Hixon Zuercher, LLC News
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