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The Analysis of Hixon Zuercher, LLC's Holdings & P&L

Currently, Hixon Zuercher, LLC holds 85 types of securities in its portfolio with a total value $321.1M. In the most recent quarter, they have increased their positions in CPRT (+37.3K shares, valued at $1.2M), MANH (+6.7K shares, valued at $893.6K), ADBE (+3.5K shares, valued at $861.2K); decreased their positions in IVV (-12.3K shares, valued at $8.1M), GSIE (-58.0K shares, valued at $2.5M), EMGF (-15.5K shares, valued at $934.2K); initiated new positions in GPIX (+10.1K shares, valued at $507.1K), FYEE (+17.1K shares, valued at $462.6K), SDEM (+8.1K shares, valued at $263.0K).

1M P&L

+6.4M+2.00%

3M P&L

+7.3M+2.29%

HY P&L

+26.2M+8.73%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A72.7M

23.9%

2Banks - Diversified16.9M

5.6%

3Drug Manufacturers - General16.1M

5.3%

Top Industries by Stock Count

1N/A17 stocks

21.5%

2Drug Manufacturers - General4 stocks

5.1%

3Medical Devices3 stocks

3.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GSIE GOLDMAN SACHS ETF TR507.6K shares-10.26%2026-03-312026-04-20

GSLC GOLDMAN SACHS ETF TR94.7K shares1.88%2026-03-312026-04-20

JNJ JOHNSON & JOHNSON47.9K shares-3.23%2026-03-312026-04-20

JHMM JOHN HANCOCK EXCHANGE TRADED147.6K shares1.89%2026-03-312026-04-20

XOM EXXON MOBIL CORP56.0K shares-1.79%2026-03-312026-04-20

NEE NEXTERA ENERGY INC96.5K shares-1.05%2026-03-312026-04-20

EMGF ISHARES INC147.7K shares-9.48%2026-03-312026-04-20

JPM JPMORGAN CHASE & CO30.2K shares-0.81%2026-03-312026-04-20

Sponsored

NVDA NVIDIA CORPORATION48.9K shares-0.99%2026-03-312026-04-20

GS GOLDMAN SACHS GROUP INC9.3K shares-2.06%2026-03-312026-04-20

SYK STRYKER CORPORATION23.1K shares1.55%2026-03-312026-04-20

AAPL APPLE INC28.6K shares-1.02%2026-03-312026-04-20

AMZN AMAZON COM INC33.1K shares-0.78%2026-03-312026-04-20

CAT CATERPILLAR INC9.5K shares-3.06%2026-03-312026-04-20

WMT WALMART INC53.1K shares-1.65%2026-03-312026-04-20

MA MASTERCARD INCORPORATED13.1K shares-0.18%2026-03-312026-04-20

Sponsored

MSFT MICROSOFT CORP17.4K shares4.33%2026-03-312026-04-20

DELL DELL TECHNOLOGIES INC37.8K shares-0.53%2026-03-312026-04-20

ALPHABET INC ALPHABET INC21.6K shares-1.20%2026-03-312026-04-20

HON HONEYWELL INTL INC27.2K shares0.35%2026-03-312026-04-20

PEP PEPSICO INC36.0K shares3.63%2026-03-312026-04-20

LOW LOWES COS INC23.2K shares-1.19%2026-03-312026-04-20

SHV ISHARES TR47.8K shares0.68%2026-03-312026-04-20

TLT ISHARES TR60.8K shares5.63%2026-03-312026-04-20

Sponsored

META META PLATFORMS INC9.1K shares2.53%2026-03-312026-04-20

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL9.7K shares-0.31%2026-03-312026-04-20

SCHW SCHWAB CHARLES CORP48.9K shares-1.03%2026-03-312026-04-20

WFC WELLS FARGO & CO57.1K shares-0.31%2026-03-312026-04-20

CPRT COPART INC118.7K shares45.76%2026-03-312026-04-20

JPST J P MORGAN EXCHANGE TRADED F77.4K shares0.44%2026-03-312026-04-20

BKR BAKER HUGHES COMPANY58.8K shares-0.84%2026-03-312026-04-20

BAC BANK AMERICA CORP71.4K shares1.03%2026-03-312026-04-20

Sponsored

AMD ADVANCED MICRO DEVICES INC16.5K shares2.48%2026-03-312026-04-20

BROADCOM INC BROADCOM INC10.3K shares0.60%2026-03-312026-04-20

CRM SALESFORCE INC17.1K shares15.84%2026-03-312026-04-20

APH AMPHENOL CORP24.2K shares-0.19%2026-03-312026-04-20

ADBE ADOBE INC12.5K shares39.62%2026-03-312026-04-20

HCA HCA HEALTHCARE INC6.3K shares-2.85%2026-03-312026-04-20

COST COSTCO WHOLESALE CORPORATION3.0K shares-0.74%2026-03-312026-04-20

DLR DIGITAL RLTY TR INC16.0K shares-1.24%2026-03-312026-04-20

Sponsored

DOX AMDOCS LTD42.5K shares31.30%2026-03-312026-04-20

PGR PROGRESSIVE CORP13.8K shares43.46%2026-03-312026-04-20

MANH MANHATTAN ASSOCIATES INC20.0K shares50.68%2026-03-312026-04-20

SBUX STARBUCKS CORP28.9K shares20.39%2026-03-312026-04-20

CCK CROWN HLDGS INC25.0K shares6.59%2026-03-312026-04-20

APD AIR PRODUCTS AND CHEMICALS I8.6K shares4.33%2026-03-312026-04-20

EW EDWARDS LIFESCIENCES CORP30.9K shares-1.27%2026-03-312026-04-20

PLD PROLOGIS INC.18.4K shares-0.57%2026-03-312026-04-20

Sponsored

DIS DISNEY WALT CO25.1K shares1.63%2026-03-312026-04-20

ABT ABBOTT LABORATORIES23.5K shares1.20%2026-03-312026-04-20

GEN DIGITAL INC GEN DIGITAL INC127.1K shares49.63%2026-03-312026-04-20

NYT NEW YORK TIMES CO MTN BE28.3K shares0.19%2026-03-312026-04-20

TDG TRANSDIGM GROUP INC1.9K shares-0.77%2026-03-312026-04-20

PFE PFIZER INC79.3K shares9.20%2026-03-312026-04-20

NFLX NETFLIX INC.21.9K shares2.70%2026-03-312026-04-20

ICE INTERCONTINENTAL EXCHANGE IN13.3K shares0.74%2026-03-312026-04-20

Sponsored

DE DEERE & CO3.7K shares-0.67%2026-03-312026-04-20

ZTS ZOETIS INC17.1K shares44.67%2026-03-312026-04-20

AEP AMERICAN ELEC PWR CO INC15.3K shares0.19%2026-03-312026-04-20

DG DOLLAR GEN CORP15.7K shares0.59%2026-03-312026-04-20

MCD MCDONALDS CORP5.4K shares0.41%2026-03-312026-04-20

LLY ELI LILLY & CO1.8K shares0.00%2026-03-312026-04-20

AMT AMERICAN TOWER CORP8.4K shares20.05%2026-03-312026-04-20

TSCO TRACTOR SUPPLY CO28.5K shares1.32%2026-03-312026-04-20

Sponsored

CDW CDW CORP10.2K shares48.12%2026-03-312026-04-20

OC OWENS CORNING NEW11.4K shares44.30%2026-03-312026-04-20

QCOM QUALCOMM INC9.4K shares2.02%2026-03-312026-04-20

IEFA ISHARES TR13.1K shares0.00%2026-03-312026-04-20

GSSC GOLDMAN SACHS ETF TR12.8K shares-4.25%2026-03-312026-04-20

HSY HERSHEY CO4.1K shares5.28%2026-03-312026-04-20

JEPI J P MORGAN EXCHANGE TRADED F11.3K shares6.70%2026-03-312026-04-20

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.9K shares0.00%2026-03-312026-04-20

Sponsored

PG PROCTER & GAMBLE CO3.8K shares0.00%2026-03-312026-04-20

ABBV ABBVIE INC2.4K shares0.00%2026-03-312026-04-20

V VISA INC1.7K shares0.00%2026-03-312026-04-20

GPIX GOLDMAN SACHS ETF TR10.1K sharesnew addition2026-03-312026-04-20

IVV ISHARES TR755 shares-94.23%2026-03-312026-04-20

FYEE FIDELITY GREENWOOD STREET TR17.1K sharesnew addition2026-03-312026-04-20

IEMG ISHARES INC6.6K shares0.00%2026-03-312026-04-20

IJR ISHARES TR3.7K shares0.00%2026-03-312026-04-20

Sponsored

CCJ CAMECO CORP4.0K shares0.00%2026-03-312026-04-20

ALPHABET INC ALPHABET INC1.4K shares0.00%2026-03-312026-04-20

SDEM GLOBAL X FDS8.1K sharesnew addition2026-03-312026-04-20

MMM 3M CO1.6K shares0.00%2026-03-312026-04-20

IJJ ISHARES TR1.6K shares0.00%2026-03-312026-04-20

GSIE

GOLDMAN SACHS ETF TR

-10.26%

Shares507.6K

Event2026-03-31

Filed2026-04-20

GSLC

GOLDMAN SACHS ETF TR

1.88%

Shares94.7K

Event2026-03-31

Filed2026-04-20

JNJ

JOHNSON & JOHNSON

-3.23%

Shares47.9K

Event2026-03-31

Filed2026-04-20

JHMM

JOHN HANCOCK EXCHANGE TRADED

1.89%

Shares147.6K

Event2026-03-31

Filed2026-04-20

XOM

EXXON MOBIL CORP

-1.79%

Shares56.0K

Event2026-03-31

Filed2026-04-20

NEE

NEXTERA ENERGY INC

-1.05%

Shares96.5K

Event2026-03-31

Filed2026-04-20

EMGF

ISHARES INC

-9.48%

Shares147.7K

Event2026-03-31

Filed2026-04-20

JPM

JPMORGAN CHASE & CO

-0.81%

Shares30.2K

Event2026-03-31

Filed2026-04-20

NVDA

NVIDIA CORPORATION

-0.99%

Shares48.9K

Event2026-03-31

Filed2026-04-20

GOLDMAN SACHS GROUP INC

-2.06%

Shares9.3K

Event2026-03-31

Filed2026-04-20

SYK

STRYKER CORPORATION

1.55%

Shares23.1K

Event2026-03-31

Filed2026-04-20

AAPL

APPLE INC

-1.02%

Shares28.6K

Event2026-03-31

Filed2026-04-20

AMZN

AMAZON COM INC

-0.78%

Shares33.1K

Event2026-03-31

Filed2026-04-20

CAT

CATERPILLAR INC

-3.06%

Shares9.5K

Event2026-03-31

Filed2026-04-20

WMT

WALMART INC

-1.65%

Shares53.1K

Event2026-03-31

Filed2026-04-20

MASTERCARD INCORPORATED

-0.18%

Shares13.1K

Event2026-03-31

Filed2026-04-20

MSFT

MICROSOFT CORP

4.33%

Shares17.4K

Event2026-03-31

Filed2026-04-20

DELL

DELL TECHNOLOGIES INC

-0.53%

Shares37.8K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

-1.20%

Shares21.6K

Event2026-03-31

Filed2026-04-20

HON

HONEYWELL INTL INC

0.35%

Shares27.2K

Event2026-03-31

Filed2026-04-20

PEP

PEPSICO INC

3.63%

Shares36.0K

Event2026-03-31

Filed2026-04-20

LOW

LOWES COS INC

-1.19%

Shares23.2K

Event2026-03-31

Filed2026-04-20

SHV

ISHARES TR

0.68%

Shares47.8K

Event2026-03-31

Filed2026-04-20

TLT

ISHARES TR

5.63%

Shares60.8K

Event2026-03-31

Filed2026-04-20