Hoxton Planning & Management, LLC Purchases in Q2 2025

Hoxton Planning & Management, LLC

  • $282 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFG
Msci Eafe Growth ETF

ETFs
11.7K
+ 29.12%
$89.8 - $112.0 $1.05M - $1.32M
52.1K $5.83M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
32.6K
+ 596.21%
$50.09 - $51.09 $1.63M - $1.66M
38K $1.94M
EFV
Msci Eafe Value ETF

ETFs
22K
+ 44.65%
$52.4 - $64.65 $1.15M - $1.42M
71.3K $4.52M
MSFT
Microsoft Corp

Technology
199
+ 1.79%
$354.56 - $497.45 $70.6K - $99K
11.3K $5.62M
IEMG
Ishares Inc

ETFs
26.5K
+ 70.07%
N/A
64.3K $3.45M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.34K
+ 17.78%
$496.48 - $617.85 $664K - $827K
8.86K $5.48M
SPYG
Spdr Portfolio

ETFs
7.37K
+ 20.93%
$71.83 - $95.32 $529K - $703K
42.6K $4.06M
AVGO
Broadcom Inc.

Technology
1.09K
+ 17.32%
$146.29 - $275.65 $159K - $299K
7.36K $2.03M
BBUS
J P Morgan Exchg Traded Fd

ETFs
8.39K
+ 367.46%
$89.63 - $111.92 $752K - $939K
10.7K $1.19M
PHYL
Pgim ETF Tr

ETFs
23.5K
New
$33.41 - $35.49 $785K - $834K
23.5K $833K
IVE
Ishares S&P 500 Value ETF

ETFs
2.94K
+ 12.21%
$168.34 - $195.42 $495K - $575K
27K $5.28M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.87K
+ 18.75%
$55.54 - $69.09 $326K - $405K
37.2K $2.57M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
10
+ 0.09%
$456.74 - $568.03 $4.57K - $5.68K
10.9K $6.19M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.79K
+ 7.26%
$108.12 - $135.04 $194K - $242K
26.5K $3.57M
NFLX
Netflix Inc

Communication Services
22
+ 2.04%
$855.86 - $1339.13 $18.8K - $29.5K
1.1K $1.47M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
5.84K
New
$65.41 - $79.66 $382K - $465K
5.84K $465K
VOOV
Vanguard S&P 500 Value ETF

ETFs
2.16K
+ 18.2%
$162.65 - $188.71 $351K - $407K
14K $2.64M
QUAL
Ishares Msci Usa Quality Facto

ETFs
298
+ 1.01%
$152.42 - $182.82 $45.4K - $54.5K
29.7K $5.43M
OEF
Ishares S&P 100 ETF

ETFs
1.45K
+ 19.11%
N/A
9.01K $2.4M
TSLA
Tesla, Inc.

Consumer Cyclical
499
+ 15.19%
$221.86 - $362.89 $111K - $181K
3.78K $1.2M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
3.59K
+ 21.26%
$97.29 - $105.63 $350K - $380K
20.5K $2.08M
COF
Capital One Financial Corp

Financial Services
1.42K
New
$150.57 - $212.76 $214K - $303K
1.42K $302K
EUSB
Ishares Tr Esg Advanced Total

Technology
6.93K
New
$42.54 - $43.56 $295K - $302K
6.93K $301K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
7.67K
+ 46.39%
$26.69 - $33.44 $205K - $256K
24.2K $795K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.67K
New
$102.02 - $103.5 $272K - $276K
2.67K $274K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
11K
+ 5.96%
$22.68 - $23.28 $250K - $257K
196K $4.56M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
365
+ 7.63%
$180.84 - $240.32 $66K - $87.7K
5.15K $1.24M
ORCL
Oracle Corp

Technology
90
+ 2.87%
$122.82 - $218.63 $11.1K - $19.7K
3.22K $704K
ETN
Eaton Corp PLC

Industrials
739
New
$246.52 - $356.99 $182K - $264K
739 $263K
TROW
Price T Rowe Group Inc

Financial Services
2.62K
New
$80.27 - $98.06 $211K - $257K
2.62K $253K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.94K
+ 10.11%
$71.28 - $83.74 $139K - $163K
21.2K $1.77M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.85K
+ 14.2%
$75.05 - $77.34 $214K - $221K
23K $1.78M
GOOGL
Alphabet Inc.

Communication Services
271
+ 3.21%
$144.7 - $178.6 $39.2K - $48.4K
8.71K $1.54M
AVUV
American Centy ETF Tr Avantis

ETFs
2.53K
New
$75.17 - $91.21 $190K - $230K
2.53K $230K
VV
Vanguard Large Cap ETF

ETFs
803
New
$228.25 - $285.3 $183K - $229K
803 $229K
DVY
Ishares Tr

ETFs
1.7K
New
$118.37 - $134.86 $201K - $229K
1.7K $225K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
975
New
$141.37 - $228.57 $138K - $223K
975 $220K
CFG
Citizens Financial Group Inc

Financial Services
4.79K
New
$34.27 - $44.75 $164K - $214K
4.79K $214K
PM
Philip Morris International Inc.

Consumer Defensive
1.15K
New
$149.23 - $184.95 $172K - $213K
1.15K $209K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
3.05K
New
$55.73 - $68.72 $170K - $210K
3.05K $209K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1.61K
New
$101.97 - $126.75 $164K - $204K
1.61K $204K
VBK
Vanguard Small Cap Growth ETF

ETFs
736
New
$219.76 - $276.94 $162K - $204K
736 $203K
FSMD
Fidelity Covington Tr Small Mi

ETFs
4.91K
New
$34.67 - $41.47 $170K - $204K
4.91K $203K
FDVV
Fidelity High Dividend ETF

ETFs
3.91K
New
$43.6 - $52.02 $170K - $203K
3.91K $203K
XLC
Select Sector Spdr Tr Communic

ETFs
1.87K
New
$86.13 - $108.53 $161K - $203K
1.87K $202K
TT
Trane Technologies PLC

Industrials
461
New
$315.21 - $437.41 $145K - $202K
461 $201K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.51K
New
$108.87 - $133.04 $164K - $201K
1.51K $200K
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.55K
+ 15.33%
$83.97 - $92.85 $214K - $237K
19.2K $1.7M
DOW
Dow Inc.

Basic Materials
8.82K
+ 132.83%
$25.81 - $34.89 $228K - $308K
15.5K $409K
Activity Summary
Buys All Purchases 99 New Holdings 24 Increased Positions 75 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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