Hoxton Planning & Management, LLC Incresed Positions 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
IWR
Ishares Russell Mid Cap ETF

ETFs
1.86K
+ 2.06%
$74.88 - $91.97 $139K - $171K
92K $8.46M
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
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
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
7.67K
+ 46.39%
$26.69 - $33.44 $205K - $256K
24.2K $795K
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
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
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
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
VBR
Vanguard Small Cap Value ETF

ETFs
540
+ 17.62%
$162.76 - $195.77 $87.9K - $106K
3.61K $703K
SWKS
Skyworks Solutions, Inc.

Technology
1.38K
+ 44.49%
$49.2 - $74.95 $68.1K - $104K
4.5K $334K
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
CSCO
Cisco Systems, Inc.

Technology
163
+ 1.95%
$53.19 - $69.38 $8.67K - $11.3K
8.52K $591K
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
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
BAC
Bank Of America Corp

Financial Services
90
+ 1.28%
$34.39 - $47.46 $3.1K - $4.27K
7.12K $336K
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
GNMA
Ishares Gnma Bond ETF

ETFs
572
+ 6.38%
$42.91 - $44.21 $24.5K - $25.3K
9.54K $419K
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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