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
+3.29%
+1.71%
588,146.3
 
IUSB 		iShares Core Total USD Bond Market ETF
335,931
15,479.7
-9.75%
5.900
-0.66%
0.050
-0.89%
+1.02%
32,411.5
 
IWR 		iShares Russell Mid-Cap ETF
90,114
7,666.0
-6.02%
2.920
-0.20%
0.020
+3.41%
+1.48%
40,782.6
 
ISTB 		iShares Core 1-5 Year USD Bond ETF
149,675
7,236.8
+11.97%
2.760
+0.30%
0.160
+0.15%
+1.07%
4,422.4
 
NVDA 		NVIDIA Corp
64,412
6,981.0
-1.28%
2.660
-0.04%
0.000
+22.37%
+5.69%
3,461,082.1
Semiconductors
AAPL 		Apple Inc
27,505
6,109.8
-0.56%
2.330
-0.01%
0.000
-13.92%
-18.81%
3,029,284.2
Hardware
VOO 		Vanguard S&P 500 ETF
10,886
5,594.3
+1.90%
2.130
+0.04%
0.000
+3.24%
+1.64%
613,880.0
 
SCHP 		Schwab U.S. Tips ETF
193,927
5,214.7
+128.56%
1.990
+1.12%
0.040
-1.12%
+2.17%
12,738.5
 
QUAL 		iShares MSCI USA Quality Factor ETF
29,428
5,028.9
+9.35%
1.920
+0.16%
0.010
+1.34%
+0.87%
51,805.6
 
IVW 		iShares S&P 500 Growth ETF
52,599
4,882.7
-8.62%
1.860
-0.18%
0.010
+7.77%
+3.71%
57,417.1
 

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 Trust2025-03-31Add
+1.33%
●
551.42 ($587.78) 612.93
$595.93
1.39%
Add 474.94%
7,526
6,217
SCHZ 		Schwab US Aggregate Bond ETF2025-03-31Add
+1.23%
●
22.46 ($22.91) 23.26
$22.94
0.13%
Add 298.1%
185,144
138,637
SCHP 		Schwab U.S. Tips ETF2025-03-31Add
+1.12%
●
25.69 ($26.29) 26.89
$26.39
0.38%
Add 128.56%
193,927
109,079
SPYG 		SPDR Portfolio S&P 500 Growth ETF2025-03-31New Buy
+1.08%
●
80.05 ($87.3) 92.39
$91.18
4.44%
New holding
35,221
35,221
IVV 		iShares Core S&P 500 ETF2025-03-31Reduce
-0.79%
●
554.06 ($590.51) 615.85
$598.77
1.40%
Reduce -4.29%
78,464
-3,516
IUSB 		iShares Core Total USD Bond Market ETF2025-03-31Reduce
-0.66%
●
44.72 ($45.57) 46.25
$45.66
0.20%
Reduce -9.75%
335,931
-36,293
VOOV 		Vanguard S&P 500 Value ETF2025-03-31Add
+0.62%
●
179.71 ($187.11) 192.06
$183.56
-1.90%
Add 296.85%
11,846
8,861
VXUS 		Vanguard Total International Stock2025-03-31Add
+0.55%
●
58.01 ($61.77) 64.46
$67.74
9.66%
Add 286.47%
31,285
23,190
TLH 		iShares 10-20 Year Treasury Bond ETF2025-03-31Add
+0.53%
●
97.25 ($101.36) 104.79
$99.84
-1.50%
Add 364.88%
16,903
13,267
IVE 		iShares S&P 500 Value ETF2025-03-31Add
+0.53%
●
185.78 ($193.5) 198.58
$190.05
-1.78%
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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