HP

Hoxton Planning & Management, LLC

13F
Hoxton Planning & Management, LLC
Last update 2025-05-08 199 Stocks (20 new)
Value $262.00 Mil Turnover 14 %
Countries:
Top Holdings: IVV(16.82%)IUSB(5.90%)IWR(2.92%)ISTB(2.76%)NVDA(2.66%)
Summary Stock Picks Current Portfolio
Hoxton Planning & Management, ... 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
IVV
iShares Core S&P 500 ETF
78,464
44,089.0
-4.29%
16.820
-0.79%
0.010
+17.02%
+7.08%
622,054.4
 
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
+2.43%
+3.31%
32,689.6
 
IWR
iShares Russell Mid-Cap ETF
90,114
7,666.0
-6.02%
2.920
-0.20%
0.020
+17.32%
+6.02%
43,950.8
 
ISTB
iShares Core 1-5 Year USD Bond ETF
149,675
7,236.8
+11.97%
2.760
+0.30%
0.160
+2.05%
+3.35%
4,431.1
 
NVDA
NVIDIA Corp
64,412
6,981.0
-1.28%
2.660
-0.04%
0.000
+48.68%
+22.83%
4,021,995.9
Semiconductors
AAPL
Apple Inc
27,505
6,109.8
-0.56%
2.330
-0.01%
0.000
+6.71%
-15.47%
3,153,849.0
Hardware
VOO
Vanguard S&P 500 ETF
10,886
5,594.3
+1.90%
2.130
+0.04%
0.000
+17.21%
+7.08%
654,655.2
 
SCHP
Schwab U.S. Tips ETF
193,927
5,214.7
+128.56%
1.990
+1.12%
0.040
+2.49%
+4.32%
13,427.5
 
QUAL
iShares MSCI USA Quality Factor ETF
29,428
5,028.9
+9.35%
1.920
+0.16%
0.010
+12.73%
+3.71%
53,264.3
 
IVW
iShares S&P 500 Growth ETF
52,599
4,882.7
-8.62%
1.860
-0.18%
0.010
+22.61%
+9.28%
60,970.9
 

Hoxton Planning & Management, LLC's Historical Top Holdings Breakdowns

Hoxton Planning & Management, 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
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Add
Add
+1.33%
●
551.42 ($587.78) 612.93
$623.62
6.10%
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
$26.50
0.80%
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
$95.84
9.78%
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
$626.44
6.08%
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
$45.73
0.35%
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
$191.20
2.19%
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
$69.00
11.70%
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
$99.28
-2.05%
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
$197.89
2.27%
Add 43.13%
24,077
7,255

Hoxton Planning & Management, LLC Total Holding History ($B)

To

Hoxton Planning & Management, LLC's Asset Allocation

To

Hoxton Planning & Management, LLC Past Portfolios

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

Top Ranked Articles

  • 1

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

Size field:

Hoxton Planning & Management, LLC's Holdings Bubble Chart

Hoxton Planning & Management, LLC News

  • 1

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