Hoxton Planning & Management, LLC Purchases in Q1 2025

Hoxton Planning & Management, LLC

  • $259 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
6.22K
+ 474.94%
$551.42 - $612.93 $3.43M - $3.81M
7.53K $4.21M
SPYG
Spdr Portfolio

ETFs
35.2K
New
$80.05 - $92.39 $2.82M - $3.25M
35.2K $2.83M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
139K
+ 298.1%
$22.46 - $23.26 $3.11M - $3.22M
185K $4.29M
VOOV
Vanguard S&P 500 Value ETF

ETFs
8.86K
+ 296.85%
$179.71 - $192.06 $1.59M - $1.7M
11.8K $2.18M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
23.2K
+ 286.47%
$58.01 - $64.46 $1.35M - $1.49M
31.3K $1.94M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
13.3K
+ 364.88%
$97.25 - $104.79 $1.29M - $1.39M
16.9K $1.75M
IVE
Ishares S&P 500 Value ETF

ETFs
7.26K
+ 43.13%
$185.78 - $198.58 $1.35M - $1.44M
24.1K $4.59M
IAU
Ishares Gold Trust

ETFs
20.9K
New
$49.74 - $58.96 $1.04M - $1.23M
20.9K $1.23M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
14.5K
+ 306.96%
$78.0 - $84.37 $1.13M - $1.22M
19.2K $1.54M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.4K
New
$468.34 - $539.52 $1.12M - $1.3M
2.4K $1.13M
ITOT
Ishares Core S&P Total U.S. St

ETFs
8.68K
+ 54.27%
$120.29 - $134.6 $1.04M - $1.17M
24.7K $3.01M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
4.78K
New
$196.12 - $229.48 $938K - $1.1M
4.78K $966K
SHBI
Shore Bancshares Inc

Financial Services
65.1K
New
$13.21 - $16.75 $860K - $1.09M
65.1K $881K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
11.5K
+ 134.5%
$73.78 - $76.59 $851K - $883K
20.1K $1.54M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
8.66K
+ 129.05%
$90.0 - $96.32 $779K - $834K
15.4K $1.42M
HEFA
Ishares Currency Hedged Msci E

ETFs
21.4K
New
$34.83 - $37.52 $745K - $803K
21.4K $776K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
16K
+ 11.97%
$47.59 - $48.35 $762K - $774K
150K $7.24M
SCHP
Schwab Strategic Us Tips ETF

ETFs
109K
+ 128.56%
$25.69 - $26.89 $2.8M - $2.93M
194K $5.21M
HYDB
Ishares Tr Edge High Yield Def

ETFs
11.4K
New
$46.82 - $47.8 $534K - $545K
11.4K $537K
IEMG
Ishares Inc

ETFs
6.67K
+ 21.43%
N/A
37.8K $2.03M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
6.03K
+ 111.64%
$45.92 - $47.58 $277K - $287K
11.4K $542K
CME
Cme Group Inc.

Financial Services
991
New
$225.82 - $266.54 $224K - $264K
991 $262K
NFLX
Netflix Inc

Communication Services
29
+ 2.77%
$828.4 - $1058.6 $24K - $30.7K
1.08K $1M
ILCV
Ishares Morningstar Value ETF

ETFs
3.2K
New
$79.37 - $85.24 $254K - $273K
3.2K $260K
EMGF
Ishares Msci Emerging Markets

ETFs
5.08K
New
$44.18 - $48.23 $224K - $245K
5.08K $237K
DOW
Dow Inc.

Basic Materials
6.64K
New
$34.36 - $41.92 $228K - $278K
6.64K $231K
WFC
Wells Fargo & Company

Financial Services
3.23K
New
$66.78 - $81.42 $216K - $263K
3.23K $231K
BBUS
J P Morgan Exchg Traded Fd

ETFs
2.28K
New
$99.5 - $110.97 $227K - $253K
2.28K $230K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
3.99K
+ 67.24%
$59.79 - $67.15 $238K - $268K
9.92K $601K
USXF
Ishares Esg Advanced Msci Usa

Technology
5.17K
+ 96.4%
$46.38 - $52.65 $240K - $272K
10.5K $491K
PAYX
Paychex Inc

Industrials
1.48K
New
$136.06 - $154.52 $201K - $228K
1.48K $227K
BMY
Bristol Myers Squibb CO

Healthcare
3.68K
New
$53.9 - $63.11 $198K - $232K
3.68K $224K
BSX
Boston Scientific Corp

Healthcare
2.19K
New
$89.38 - $106.18 $195K - $232K
2.19K $220K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.43K
+ 60.6%
$49.25 - $50.66 $218K - $224K
11.7K $582K
HON
Honeywell International Inc

Industrials
967
New
$202.75 - $226.52 $196K - $219K
967 $204K
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.52K
+ 9.35%
$168.16 - $186.21 $423K - $469K
29.4K $5.03M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
829
New
$208.48 - $244.03 $173K - $202K
829 $202K
SWKS
Skyworks Solutions, Inc.

Technology
3.11K
New
$64.12 - $93.96 $199K - $292K
3.11K $201K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
4.72K
+ 28.08%
$44.41 - $45.98 $209K - $217K
21.5K $981K
JPM
Jpmorgan Chase & CO

Financial Services
247
+ 6.81%
$225.19 - $279.95 $55.6K - $69.1K
3.88K $950K
V
Visa Inc.

Financial Services
118
+ 6.77%
$306.92 - $362.71 $36.2K - $42.8K
1.86K $652K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
7.21K
+ 52.35%
$22.42 - $23.22 $162K - $167K
21K $483K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
27
+ 1.39%
$442.66 - $534.52 $12K - $14.4K
1.97K $1.05M
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.66K
+ 65.36%
$101.98 - $115.66 $169K - $192K
4.21K $430K
IBM
International Business Machines Corp

Technology
14
+ 0.27%
$217.4 - $264.74 $3.04K - $3.71K
5.22K $1.3M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.41K
+ 22.16%
$120.24 - $134.3 $170K - $190K
7.78K $948K
IWB
Ishares Tr Russell 1000 ETF

ETFs
634
+ 9.47%
$302.31 - $337.54 $192K - $214K
7.33K $2.25M
AMZN
Amazon Com Inc

Consumer Cyclical
508
+ 4.53%
$190.26 - $242.06 $96.7K - $123K
11.7K $2.23M
MA
Mastercard Inc

Financial Services
71
+ 4.28%
$504.67 - $576.31 $35.8K - $40.9K
1.73K $947K
Activity Summary
Buys All Purchases 109 New Holdings 22 Increased Positions 87 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Hoxton Planning & Management, LLC Portfolio

Follow Hoxton Planning & Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hoxton Planning & Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hoxton Planning & Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email