The Analysis of Hixon Zuercher, LLC's Holdings
Currently, Hixon Zuercher, LLC holds 87 types of securities in its portfolio with a total value $328.6M. In the most recent quarter, they have increased their positions in GEN (+117.6K shares, valued at $3.3M), IEFA (+13.4K shares, valued at $1.2M), GSLC (+7.5K shares, valued at $977.6K); decreased their positions in CAT (-10.6K shares, valued at $5.1M), NFLX (-2.6K shares, valued at $3.1M), GSSC (-24.9K shares, valued at $1.9M); initiated new positions in GEN (+117.6K shares, valued at $3.3M), IEFA (+13.4K shares, valued at $1.2M), RSP (+3.0K shares, valued at $565.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
GSIE GOLDMAN SACHS ETF TR567.9K shares2.37%2025-09-302025-10-14
GSLC GOLDMAN SACHS ETF TR92.5K shares8.82%2025-09-302025-10-14 MSFT MICROSOFT CORP19.2K shares4.03%2025-09-302025-10-14 NVDA NVIDIA CORPORATION51.4K shares3.73%2025-09-302025-10-14 JPM JPMORGAN CHASE & CO.30.3K shares-11.05%2025-09-302025-10-14 JHMM JOHN HANCOCK EXCHANGE TRADED144.5K shares7.74%2025-09-302025-10-14 EMGF ISHARES INC163.6K shares-2.18%2025-09-302025-10-14 JNJ JOHNSON & JOHNSON49.8K shares-1.13%2025-09-302025-10-14 AAPL APPLE INC35.3K shares6.40%2025-09-302025-10-14 SYK STRYKER CORPORATION22.5K shares-1.02%2025-09-302025-10-14 GS GOLDMAN SACHS GROUP INC9.6K shares-2.53%2025-09-302025-10-14 AMZN AMAZON COM INC34.5K shares3.58%2025-09-302025-10-14 GOOGL ALPHABET INC30.7K shares9.53%2025-09-302025-10-14 MA MASTERCARD INCORPORATED13.1K shares-0.59%2025-09-302025-10-14 NEE NEXTERA ENERGY INC97.0K shares1.01%2025-09-302025-10-14 XOM EXXON MOBIL CORP57.0K shares1.31%2025-09-302025-10-14 META META PLATFORMS INC8.5K shares3.92%2025-09-302025-10-14 LOW LOWES COS INC23.3K shares-0.98%2025-09-302025-10-14 WMT WALMART INC54.1K shares-1.74%2025-09-302025-10-14 COST COSTCO WHSL CORP NEW6.0K shares2.40%2025-09-302025-10-14 HON HONEYWELL INTL INC26.2K shares0.97%2025-09-302025-10-14 TLT ISHARES TR58.9K shares7.26%2025-09-302025-10-14 SHV ISHARES TR47.5K shares8.52%2025-09-302025-10-14 CAT CATERPILLAR INC10.8K shares-49.66%2025-09-302025-10-14 PEP PEPSICO INC36.3K shares18.84%2025-09-302025-10-14 DELL DELL TECHNOLOGIES INC35.5K shares-4.20%2025-09-302025-10-14 BRK.B BERKSHIRE HATHAWAY INC DEL9.8K shares-1.37%2025-09-302025-10-14 SCHW SCHWAB CHARLES CORP49.0K shares-3.28%2025-09-302025-10-14 CPRT COPART INC93.7K shares5.56%2025-09-302025-10-14 JPST J P MORGAN EXCHANGE TRADED F77.4K shares24.15%2025-09-302025-10-14 AMD ADVANCED MICRO DEVICES INC23.2K shares-3.95%2025-09-302025-10-14 BAC BANK AMERICA CORP72.6K shares4.24%2025-09-302025-10-14 ADBE ADOBE INC10.6K shares27.48%2025-09-302025-10-14 AVGO BROADCOM INC10.5K shares17.15%2025-09-302025-10-14 CRM SALESFORCE INC14.3K shares-0.30%2025-09-302025-10-14 GEN GEN DIGITAL INC117.6K sharesnew addition2025-09-302025-10-14 MANH MANHATTAN ASSOCIATES INC15.7K shares-1.49%2025-09-302025-10-14 DOX AMDOCS LTD39.1K shares-1.80%2025-09-302025-10-14 ABT ABBOTT LABS23.5K shares1.48%2025-09-302025-10-14 APH AMPHENOL CORP NEW24.7K shares4.48%2025-09-302025-10-14 BKR BAKER HUGHES COMPANY60.7K shares-0.13%2025-09-302025-10-14 PGR PROGRESSIVE CORP11.6K shares6.75%2025-09-302025-10-14 DIS DISNEY WALT CO24.9K shares2.58%2025-09-302025-10-14 DLR DIGITAL RLTY TR INC15.7K shares-1.29%2025-09-302025-10-14 HCA HCA HEALTHCARE INC6.2K shares-2.82%2025-09-302025-10-14 NFLX NETFLIX INC2.2K shares-53.76%2025-09-302025-10-14 ORCL ORACLE CORP9.3K shares-31.45%2025-09-302025-10-14 TDG TRANSDIGM GROUP INC1.9K shares-1.97%2025-09-302025-10-14 SBUX STARBUCKS CORP28.1K shares-0.38%2025-09-302025-10-14 EW EDWARDS LIFESCIENCES CORP30.3K shares-1.31%2025-09-302025-10-14 APD AIR PRODS & CHEMS INC8.5K shares1.79%2025-09-302025-10-14 ZTS ZOETIS INC15.4K shares3.83%2025-09-302025-10-14 PLD PROLOGIS INC.19.6K shares-1.72%2025-09-302025-10-14 ICE INTERCONTINENTAL EXCHANGE IN13.2K shares3.89%2025-09-302025-10-14 PPG PPG INDS INC20.1K shares1.70%2025-09-302025-10-14 PFE PFIZER INC82.5K shares-1.35%2025-09-302025-10-14 AEP AMERICAN ELEC PWR CO INC15.6K shares1.20%2025-09-302025-10-14 DE DEERE & CO3.8K shares-0.66%2025-09-302025-10-14 MCD MCDONALDS CORP5.4K shares6.74%2025-09-302025-10-14 NYT NEW YORK TIMES CO28.7K shares1.26%2025-09-302025-10-14 TSCO TRACTOR SUPPLY CO28.4K shares1.36%2025-09-302025-10-14 DG DOLLAR GEN CORP NEW15.5K shares1.61%2025-09-302025-10-14 AMT AMERICAN TOWER CORP NEW8.3K shares2.52%2025-09-302025-10-14 QCOM QUALCOMM INC9.4K shares5.79%2025-09-302025-10-14 LLY ELI LILLY & CO1.8K shares0.00%2025-09-302025-10-14 OC OWENS CORNING NEW9.4K shares4.88%2025-09-302025-10-14 CDW CDW CORP8.1K shares7.65%2025-09-302025-10-14 IEFA ISHARES TR13.4K sharesnew addition2025-09-302025-10-14 GSSC GOLDMAN SACHS ETF TR13.7K shares-64.39%2025-09-302025-10-14 TSLA TESLA INC2.1K shares0.05%2025-09-302025-10-14 HSY HERSHEY CO4.1K shares0.64%2025-09-302025-10-14 PG PROCTER AND GAMBLE CO4.5K shares17.94%2025-09-302025-10-14 V VISA INC2.0K shares0.00%2025-09-302025-10-14 ABBV ABBVIE INC2.8K shares-1.32%2025-09-302025-10-14 JEPI J P MORGAN EXCHANGE TRADED F11.5K shares4.49%2025-09-302025-10-14 MPC MARATHON PETE CORP3.3K shares-26.53%2025-09-302025-10-14 RSP INVESCO EXCHANGE TRADED FD T3.0K sharesnew addition2025-09-302025-10-14 GOOG ALPHABET INC2.1K sharesnew addition2025-09-302025-10-14 IVV ISHARES TR757 sharesnew addition2025-09-302025-10-14 DVY ISHARES TR3.5K shares-0.20%2025-09-302025-10-14 HDV ISHARES TR4.0K shares0.60%2025-09-302025-10-14 IEMG ISHARES INC6.6K sharesnew addition2025-09-302025-10-14 IJR ISHARES TR3.7K sharesnew addition2025-09-302025-10-14 JKHY HENRY JACK & ASSOC INC2.5K shares0.00%2025-09-302025-10-14 CCJ CAMECO CORP4.0K sharesnew addition2025-09-302025-10-14 MMM 3M CO1.9K shares5.56%2025-09-302025-10-14 IJJ ISHARES TR1.6K sharesnew addition2025-09-302025-10-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available