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
RSG
Republic Services, Inc.

Industrials
9
+ 0.33%
$200.09 - $242.16 $1.8K - $2.18K
2.75K $664K
AJG
Arthur J. Gallagher & Co.

Financial Services
5
+ 0.32%
$275.89 - $345.24 $1.38K - $1.73K
1.56K $537K
EMB
Ishares Tr

ETFs
1.31K
+ 20.34%
$88.64 - $92.03 $116K - $121K
7.76K $703K
IGF
Ishares Global Infrastructure

ETFs
1.66K
+ 26.07%
$51.96 - $54.84 $86K - $90.8K
8.01K $437K
ABBV
Abb Vie Inc.

Healthcare
299
+ 16.34%
$169.2 - $216.66 $50.6K - $64.8K
2.13K $446K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
4.23K
+ 10.75%
$22.25 - $23.0 $94.1K - $97.3K
43.6K $1M
CVX
Chevron Corp

Energy
219
+ 10.25%
$146.71 - $167.97 $32.1K - $36.8K
2.36K $393K
CALM
Cal Maine Foods Inc

Consumer Defensive
135
+ 3.93%
$80.87 - $115.8 $10.9K - $15.6K
3.57K $324K
O
Realty Income Corp

Real Estate
1.47K
+ 37.76%
$51.67 - $58.49 $76.1K - $86.1K
5.37K $311K
CVS
Cvs Health Corp

Healthcare
586
+ 14.26%
$44.22 - $68.64 $25.9K - $40.2K
4.69K $318K
WIT
Wipro LTD

Technology
15.6K
New
$3.0 - $3.77 $46.7K - $58.7K
15.6K $47K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
778
+ 14.84%
$53.69 - $62.68 $41.8K - $48.8K
6.02K $362K
PG
Procter & Gamble CO

Consumer Defensive
277
+ 12.13%
$158.56 - $176.26 $43.9K - $48.8K
2.56K $436K
OKE
Oneok Inc

Energy
22
+ 0.49%
$89.57 - $109.85 $1.97K - $2.42K
4.55K $451K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
853
+ 5.44%
$26.71 - $31.58 $22.8K - $26.9K
16.5K $501K
BAC
Bank Of America Corp

Financial Services
599
+ 9.32%
$39.61 - $47.74 $23.7K - $28.6K
7.03K $293K
META
Meta Platforms, Inc.

Communication Services
41
+ 1.27%
$576.36 - $736.67 $23.6K - $30.2K
3.28K $1.89M
LYG
Lloyds Banking Group PLC

Financial Services
1.97K
+ 5.04%
$2.58 - $3.9 $5.09K - $7.69K
41.1K $157K
GOOG
Alphabet Inc.

Communication Services
491
+ 12.92%
$156.06 - $207.71 $76.6K - $102K
4.29K $670K
XOM
Exxon Mobil Corp

Energy
149
+ 1.88%
$105.44 - $118.93 $15.7K - $17.7K
8.06K $958K
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.59K
+ 49.22%
$69.82 - $78.67 $111K - $125K
4.81K $338K
ISRG
Intuitive Surgical Inc

Healthcare
52
+ 9.89%
$476.63 - $610.45 $24.8K - $31.7K
578 $286K
VTI
Vanguard Total Stock Market Et

ETFs
189
+ 6.54%
$271.18 - $303.12 $51.3K - $57.3K
3.08K $846K
SYK
Stryker Corp

Healthcare
19
+ 0.97%
$355.18 - $399.9 $6.75K - $7.6K
1.97K $733K
GE
General Electric CO

Industrials
67
+ 6.07%
$168.59 - $212.13 $11.3K - $14.2K
1.17K $234K
GNMA
Ishares Gnma Bond ETF

ETFs
729
+ 8.85%
$42.17 - $44.04 $30.7K - $32.1K
8.96K $393K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
945
+ 3.18%
$95.85 - $99.25 $90.6K - $93.8K
30.6K $3.03M
AVGO
Broadcom Inc.

Technology
316
+ 5.31%
$167.43 - $244.7 $52.9K - $77.3K
6.27K $1.05M
CRM
Salesforce, Inc.

Technology
85
+ 10.48%
$268.36 - $359.95 $22.8K - $30.6K
896 $240K
MCD
Mcdonalds Corp

Consumer Cyclical
36
+ 3.68%
$279.74 - $321.29 $10.1K - $11.6K
1.01K $316K
VO
Vanguard Mid Cap ETF

ETFs
56
+ 5.38%
$251.87 - $277.95 $14.1K - $15.6K
1.1K $283K
AMCR
Amcor PLC

Consumer Cyclical
3.36K
+ 23.23%
$9.33 - $10.39 $31.4K - $34.9K
17.8K $173K
FDLO
Fidelity Covington Tr Low Vola

ETFs
119
+ 3.46%
$59.43 - $63.22 $7.07K - $7.52K
3.56K $215K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
212
+ 4.29%
$126.86 - $146.45 $26.9K - $31K
5.15K $654K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
217
+ 4.14%
$49.42 - $50.43 $10.7K - $10.9K
5.46K $273K
Blackrock ETF Trust Ii
2.61K
+ 8.07%
N/A
34.9K $0
Blackrock Inc
877
New
N/A
877 $0
AXP
American Express CO

Financial Services
8
+ 0.67%
$255.39 - $325.87 $2.04K - $2.61K
1.21K $324K
FVAL
Fidelity Covington Tr Value Fa

ETFs
150
+ 1.73%
$58.79 - $65.0 $8.82K - $9.75K
8.83K $526K
Lam Research Corp
4.61K
New
N/A
4.61K $0
LQD
Ishares Iboxx $ Investment Gra

ETFs
74
+ 3.64%
$105.1 - $109.61 $7.78K - $8.11K
2.11K $229K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
262
+ 2.17%
$50.82 - $52.7 $13.3K - $13.8K
12.3K $646K
SPGI
S&P Global Inc.

Financial Services
24
+ 1.56%
$478.26 - $543.77 $11.5K - $13.1K
1.57K $795K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
221
+ 6.5%
$63.91 - $70.19 $14.1K - $15.5K
3.62K $243K
VNQ
Vanguard Specialized Funds Van

ETFs
101
+ 3.52%
$85.55 - $94.34 $8.64K - $9.53K
2.97K $269K
USB
Us Bancorp \De\

Financial Services
176
+ 2.67%
$40.92 - $50.9 $7.2K - $8.96K
6.77K $285K
NSC
Norfolk Southern Corp

Industrials
22
+ 0.94%
$227.69 - $259.76 $5.01K - $5.71K
2.37K $561K
TSCO
Tractor Supply CO

Consumer Cyclical
8.14K
+ 394.57%
$51.66 - $57.94 $421K - $472K
10.2K $562K
VBR
Vanguard Small Cap Value ETF

ETFs
7
+ 0.23%
$183.02 - $207.75 $1.28K - $1.45K
3.07K $570K
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
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