Hoxton Planning & Management, LLC Incresed Positions in Q3 2024

Hoxton Planning & Management, LLC

  • $256 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWR
Ishares Russell Mid Cap ETF

ETFs
21.6K
+ 29.07%
$79.92 - $88.19 $1.73M - $1.9M
95.9K $8.45M
EFV
Msci Eafe Value ETF

ETFs
39.8K
+ 172.55%
$51.72 - $57.96 $2.06M - $2.31M
62.9K $3.62M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
33.8K
+ 10.0%
$44.83 - $47.42 $1.52M - $1.6M
372K $17.5M
IEFA
Ishares Tr

ETFs
13.8K
+ 111.3%
$70.09 - $78.74 $968K - $1.09M
26.2K $2.05M
EEM
Ishares Msci Emerging Markets

ETFs
19.5K
+ 60.13%
$40.42 - $46.7 $787K - $909K
51.9K $2.38M
AAPL
Apple Inc.

Technology
1.75K
+ 6.76%
$207.23 - $234.82 $363K - $411K
27.7K $6.44M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
10.9K
+ 48.6%
$56.04 - $62.99 $608K - $683K
33.2K $2.03M
IVE
Ishares S&P 500 Value ETF

ETFs
1.77K
+ 11.78%
$181.06 - $197.17 $321K - $350K
16.8K $3.32M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
553
+ 5.46%
$475.2 - $527.7 $263K - $292K
10.7K $5.64M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.92K
+ 15.2%
$96.25 - $101.98 $377K - $399K
29.7K $3M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
5.03K
+ 3.91%
$47.18 - $48.74 $237K - $245K
134K $6.51M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.97K
+ 14.02%
$113.41 - $125.62 $223K - $247K
16K $2.01M
QUAL
Ishares Msci Usa Quality Facto

ETFs
547
+ 2.07%
$162.64 - $179.3 $89K - $98.1K
26.9K $4.83M
META
Meta Platforms, Inc.

Communication Services
172
+ 5.61%
$453.41 - $572.44 $78K - $98.5K
3.24K $1.85M
IBM
International Business Machines Corp

Technology
273
+ 5.53%
$175.1 - $223.38 $47.8K - $61K
5.21K $1.15M
MSFT
Microsoft Corp

Technology
1.08K
+ 10.84%
$395.15 - $467.56 $425K - $503K
11K $4.74M
UNH
Unitedhealth Group Inc

Healthcare
356
+ 30.8%
$488.01 - $604.18 $174K - $215K
1.51K $884K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
866
+ 0.95%
$44.24 - $49.47 $38.3K - $42.8K
91.7K $4.53M
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.52K
+ 3.06%
$51.58 - $53.79 $130K - $136K
84.8K $4.55M
ACN
Accenture PLC

Technology
511
+ 37.57%
$295.44 - $355.81 $151K - $182K
1.87K $661K
TSLA
Tesla, Inc.

Consumer Cyclical
169
+ 5.29%
$191.76 - $263.26 $32.4K - $44.5K
3.36K $879K
TFC
Truist Financial Corp

Financial Services
4.14K
+ 41.69%
$38.22 - $44.94 $158K - $186K
14.1K $601K
BLK
Black Rock Inc.

Financial Services
71
+ 8.44%
$782.27 - $949.51 $55.5K - $67.4K
912 $865K
JNJ
Johnson & Johnson

Healthcare
969
+ 38.88%
$145.48 - $167.38 $141K - $162K
3.46K $560K
EMB
Ishares Tr

ETFs
1.83K
+ 39.53%
$87.75 - $93.74 $160K - $171K
6.45K $603K
ADP
Automatic Data Processing Inc

Industrials
315
+ 11.22%
$233.44 - $279.45 $73.5K - $88K
3.12K $864K
MBB
Ishares Tr

ETFs
684
+ 2.38%
$90.85 - $96.66 $62.1K - $66.1K
29.5K $2.82M
JPM
Jpmorgan Chase & CO

Financial Services
659
+ 22.19%
$194.9 - $224.8 $128K - $148K
3.63K $764K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
138
+ 7.66%
$405.19 - $478.57 $55.9K - $66K
1.94K $892K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.5K
+ 3.32%
$45.2 - $47.87 $67.6K - $71.6K
46.5K $2.21M
CSCO
Cisco Systems, Inc.

Technology
2.21K
+ 34.75%
$44.74 - $53.22 $98.7K - $117K
8.55K $455K
LLY
Eli Lilly & CO

Healthcare
197
+ 16.97%
$772.14 - $960.02 $152K - $189K
1.36K $1.2M
IEV
Ishares Tr Europe ETF

ETFs
1.92K
+ 19.7%
$53.25 - $58.78 $102K - $113K
11.7K $680K
HD
Home Depot, Inc.

Consumer Cyclical
93
+ 5.23%
$333.64 - $405.2 $31K - $37.7K
1.87K $758K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.16K
+ 46.79%
$100.75 - $111.62 $117K - $129K
3.64K $397K
VZ
Verizon Communications Inc

Communication Services
1.17K
+ 4.95%
$38.89 - $45.0 $45.5K - $52.7K
24.8K $1.11M
SPGI
S&P Global Inc.

Financial Services
55
+ 3.7%
$446.32 - $527.38 $24.5K - $29K
1.54K $796K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.15K
+ 10.0%
$57.32 - $62.65 $65.9K - $72K
12.7K $788K
ABBV
Abb Vie Inc.

Healthcare
338
+ 22.65%
$163.84 - $199.33 $55.4K - $67.4K
1.83K $361K
COST
Costco Wholesale Corp

Consumer Defensive
56
+ 3.67%
$801.83 - $917.05 $44.9K - $51.4K
1.58K $1.4M
XOM
Exxon Mobil Corp

Energy
768
+ 10.75%
$109.72 - $119.0 $84.3K - $91.4K
7.91K $927K
MA
Mastercard Inc

Financial Services
32
+ 1.97%
$429.6 - $500.99 $13.7K - $16K
1.66K $818K
WMT
Walmart Inc.

Consumer Defensive
458
+ 9.33%
$66.91 - $81.4 $30.6K - $37.3K
5.37K $433K
OKE
Oneok Inc

Energy
609
+ 15.54%
$78.62 - $95.27 $47.9K - $58K
4.53K $412K
AMGN
Amgen Inc

Healthcare
262
+ 35.6%
$309.38 - $337.38 $81.1K - $88.4K
998 $321K
GILD
Gilead Sciences, Inc.

Healthcare
480
+ 14.12%
$66.59 - $83.99 $32K - $40.3K
3.88K $325K
AVGO
Broadcom Inc.

Technology
5.37K
+ 912.76%
$136.27 - $1745.86 $731K - $9.37M
5.96K $1.03M
NDAQ
Nasdaq, Inc.

Financial Services
7
+ 0.11%
$59.48 - $74.31 $416 - $520
6.24K $455K
CVX
Chevron Corp

Energy
638
+ 42.59%
$137.88 - $161.97 $88K - $103K
2.14K $314K
Activity Summary
Buys All Purchases 142 New Holdings 49 Increased Positions 93 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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