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
JPM
Jpmorgan Chase & CO

Financial Services
3
+ 0.08%
$210.28 - $289.91 $631 - $870
3.88K $1.12M
UPS
United Parcel Service Inc

Industrials
1.49K
+ 81.42%
$91.92 - $110.2 $137K - $165K
3.33K $336K
PK
Park Hotels & Resorts Inc.

Real Estate
13K
New
$8.85 - $11.18 $115K - $146K
13K $133K
SWKS
Skyworks Solutions, Inc.

Technology
1.38K
+ 44.49%
$49.2 - $74.95 $68.1K - $104K
4.5K $334K
VBR
Vanguard Small Cap Value ETF

ETFs
540
+ 17.62%
$162.76 - $195.77 $87.9K - $106K
3.61K $703K
AMAT
Applied Materials Inc

Technology
156
+ 7.59%
$126.95 - $183.52 $19.8K - $28.6K
2.21K $404K
GOOG
Alphabet Inc.

Communication Services
69
+ 1.61%
$146.58 - $180.01 $10.1K - $12.4K
4.36K $773K
CALM
Cal Maine Foods Inc

Consumer Defensive
543
+ 15.21%
$90.17 - $103.07 $49K - $56K
4.11K $409K
WMT
Walmart Inc.

Consumer Defensive
297
+ 6.04%
$81.79 - $99.98 $24.3K - $29.7K
5.21K $509K
AXP
American Express CO

Financial Services
50
+ 4.15%
$231.39 - $318.98 $11.6K - $15.9K
1.26K $400K
GE
General Electric CO

Industrials
15
+ 1.28%
$166.81 - $257.39 $2.5K - $3.86K
1.19K $305K
CME
Cme Group Inc.

Financial Services
186
+ 18.77%
$252.37 - $290.71 $46.9K - $54.1K
1.18K $324K
EMB
Ishares Tr

ETFs
481
+ 6.2%
$86.54 - $92.62 $41.6K - $44.6K
8.24K $763K
IGF
Ishares Global Infrastructure

ETFs
302
+ 3.77%
$50.55 - $59.83 $15.3K - $18.1K
8.31K $491K
CRM
Salesforce, Inc.

Technology
169
+ 18.86%
$236.26 - $291.15 $39.9K - $49.2K
1.07K $290K
ACWI
Ishares Msci Acwi ETF

ETFs
65
+ 2.16%
$103.59 - $128.6 $6.73K - $8.36K
3.07K $394K
BAC
Bank Of America Corp

Financial Services
90
+ 1.28%
$34.39 - $47.46 $3.1K - $4.27K
7.12K $336K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
83
+ 0.54%
$81.46 - $94.63 $6.76K - $7.85K
15.4K $1.46M
TFC
Truist Financial Corp

Financial Services
246
+ 1.81%
$34.79 - $42.99 $8.56K - $10.6K
13.8K $594K
WFC
Wells Fargo & Company

Financial Services
9
+ 0.28%
$60.98 - $80.12 $549 - $721
3.24K $259K
QCOM
Qualcomm Inc

Technology
43
+ 1.22%
$124.66 - $159.48 $5.36K - $6.86K
3.57K $567K
GNMA
Ishares Gnma Bond ETF

ETFs
572
+ 6.38%
$42.91 - $44.21 $24.5K - $25.3K
9.54K $419K
GD
General Dynamics Corp

Industrials
3
+ 0.22%
$247.68 - $291.66 $743 - $875
1.34K $391K
HON
Honeywell International Inc

Industrials
18
+ 1.86%
$182.86 - $232.88 $3.29K - $4.19K
985 $229K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
852
+ 4.06%
$22.43 - $23.23 $19.1K - $19.8K
21.8K $506K
USB
Us Bancorp \De\

Financial Services
14
+ 0.21%
$36.4 - $45.76 $510 - $641
6.79K $307K
BSX
Boston Scientific Corp

Healthcare
64
+ 2.93%
$89.7 - $107.41 $5.74K - $6.87K
2.25K $241K
RSG
Republic Services, Inc.

Industrials
20
+ 0.73%
$227.2 - $258.07 $4.54K - $5.16K
2.77K $681K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
133
+ 1.08%
$51.1 - $53.29 $6.8K - $7.09K
12.4K $663K
T
At&T Inc.

Communication Services
309
+ 3.41%
$26.33 - $28.94 $8.14K - $8.94K
9.38K $271K
ADP
Automatic Data Processing Inc

Industrials
12
+ 0.39%
$276.76 - $326.81 $3.32K - $3.92K
3.1K $957K
KO
Coca Cola CO

Consumer Defensive
203
+ 4.29%
$68.37 - $73.9 $13.9K - $15K
4.93K $349K
O
Realty Income Corp

Real Estate
211
+ 3.93%
$52.27 - $58.52 $11K - $12.3K
5.58K $321K
ABT
Abbott Laboratories

Healthcare
12
+ 0.63%
$123.95 - $138.08 $1.49K - $1.66K
1.93K $262K
JNK
Spdr Bloomberg High Yield Bond

ETFs
11
+ 0.38%
$91.23 - $97.27 $1K - $1.07K
2.88K $279K
VNQ
Vanguard Specialized Funds Van

ETFs
108
+ 3.63%
$79.79 - $91.42 $8.62K - $9.87K
3.08K $274K
MBB
Ishares Tr

ETFs
14
+ 0.05%
$91.41 - $94.22 $1.28K - $1.32K
26K $2.44M
Linde PLC
3
+ 0.33%
N/A
912 $0
Blackrock ETF Trust
27.4K
New
N/A
27.4K $0
Blackrock ETF Trust Ii
430
+ 1.23%
N/A
35.3K $0
Blackrock ETF Trust
57.9K
New
N/A
57.9K $0
LYB
Lyondell Basell Industries N.V.

Basic Materials
991
+ 20.62%
$53.23 - $70.65 $52.8K - $70K
5.8K $335K
AMCR
Amcor PLC

Consumer Cyclical
621
+ 3.48%
$8.57 - $9.81 $5.32K - $6.09K
18.5K $169K
CB
Chubb LTD

Financial Services
3
+ 0.41%
$274.32 - $302.46 $823 - $907
726 $210K
PAYX
Paychex Inc

Industrials
2
+ 0.14%
$137.01 - $159.78 $274 - $320
1.48K $214K
AMGN
Amgen Inc

Healthcare
32
+ 3.31%
$262.28 - $309.85 $8.39K - $9.92K
1K $279K
OKE
Oneok Inc

Energy
19
+ 0.42%
$78.71 - $100.37 $1.5K - $1.91K
4.57K $372K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9
+ 0.46%
$483.48 - $539.8 $4.35K - $4.86K
1.98K $959K
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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