HP
| |
Hoxton Planning & Management, LLC13F | |
| Hoxton Planning & Management, LLC | |
| Last update 2025-05-08 | 199 Stocks (20 new) |
| Value $262.00 Mil | Turnover 14 % |
Hoxton Planning & Management, ... 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 78,464 | 44,089.0 | -4.29% | 16.820 | -0.79% | 0.010 | +19.67% | +7.80% | 634,518.9 | ||
IUSB |
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
| 335,931 | 15,479.7 | -9.75% | 5.900 | -0.66% | 0.050 | +1.58% | +3.40% | 32,719.8 | ||
IWR | iShares Russell Mid-Cap ETF | 90,114 | 7,666.0 | -6.02% | 2.920 | -0.20% | 0.020 | +17.12% | +6.87% | 43,057.9 | ||
ISTB | iShares Core 1-5 Year USD Bond ETF | 149,675 | 7,236.8 | +11.97% | 2.760 | +0.30% | 0.160 | +1.50% | +3.52% | 4,418.5 | ||
NVDA | NVIDIA Corp | 64,412 | 6,981.0 | -1.28% | 2.660 | -0.04% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
AAPL | Apple Inc | 27,505 | 6,109.8 | -0.56% | 2.330 | -0.01% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
VOO | Vanguard S&P 500 ETF | 10,886 | 5,594.3 | +1.90% | 2.130 | +0.04% | 0.000 | +19.59% | +7.78% | 660,834.1 | ||
SCHP | Schwab U.S. Tips ETF | 193,927 | 5,214.7 | +128.56% | 1.990 | +1.12% | 0.040 | +1.83% | +4.64% | 13,056.1 | ||
QUAL | iShares MSCI USA Quality Factor ETF | 29,428 | 5,028.9 | +9.35% | 1.920 | +0.16% | 0.010 | +14.25% | +3.80% | 53,112.1 | ||
IVW | iShares S&P 500 Growth ETF | 52,599 | 4,882.7 | -8.62% | 1.860 | -0.18% | 0.010 | +27.10% | +10.87% | 61,778.2 |
Hoxton Planning & Management, LLC's Historical Top Holdings Breakdowns
Hoxton Planning & Management, 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Add Add | +1.33% | 551.42 ($587.78) 612.93 | $627.58 | 6.77% | Add 474.94% | 7,526 | 6,217 | |
SCHZ | Schwab US Aggregate Bond ETF | 2025-03-31 | Add Add | +1.23% | 22.46 ($22.91) 23.26 | $22.98 | 0.31% | Add 298.1% | 185,144 | 138,637 | |
SCHP | Schwab U.S. Tips ETF | 2025-03-31 | Add Add | +1.12% | 25.69 ($26.29) 26.89 | $26.58 | 1.10% | Add 128.56% | 193,927 | 109,079 | |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 2025-03-31 | New Buy New Buy | +1.08% | 80.05 ($87.3) 92.39 | $97.27 | 11.42% | New holding | 35,221 | 35,221 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Reduce Reduce | -0.79% | 554.06 ($590.51) 615.85 | $630.67 | 6.80% | Reduce -4.29% | 78,464 | -3,516 | |
IUSB |
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
| 2025-03-31 | Reduce Reduce | -0.66% | 44.72 ($45.57) 46.25 | $45.77 | 0.44% | Reduce -9.75% | 335,931 | -36,293 | |
VOOV | Vanguard S&P 500 Value ETF | 2025-03-31 | Add Add | +0.62% | 179.71 ($187.11) 192.06 | $190.46 | 1.79% | Add 296.85% | 11,846 | 8,861 | |
VXUS | Vanguard Total International Stock | 2025-03-31 | Add Add | +0.55% | 58.01 ($61.77) 64.46 | $69.11 | 11.88% | Add 286.47% | 31,285 | 23,190 | |
TLH |
iShares 10-20 Year Treasury Bond ETF
iShares 10-20 Year Treasury Bond ETF
| 2025-03-31 | Add Add | +0.53% | 97.25 ($101.36) 104.79 | $98.94 | -2.39% | Add 364.88% | 16,903 | 13,267 | |
IVE | iShares S&P 500 Value ETF | 2025-03-31 | Add Add | +0.53% | 185.78 ($193.5) 198.58 | $197.34 | 1.98% | Add 43.13% | 24,077 | 7,255 |
Hoxton Planning & Management, LLC Total Holding History ($B)
Hoxton Planning & Management, LLC's Asset Allocation
Hoxton Planning & Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Hoxton Planning & Management, LLC's Hypothetical Growth since 2025-03-31
Hoxton Planning & Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Hoxton Planning & Management, LLC's Holdings Heat Map
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Hoxton Planning & Management, LLC's Holdings Bubble Chart
Hoxton Planning & Management, LLC News
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