Hoxton Planning & Management, LLC Incresed Positions in Q1 2025

Hoxton Planning & Management, LLC

  • $259 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
6.22K
+ 474.94%
$551.42 - $612.93 $3.43M - $3.81M
7.53K $4.21M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
139K
+ 298.1%
$22.46 - $23.26 $3.11M - $3.22M
185K $4.29M
VOOV
Vanguard S&P 500 Value ETF

ETFs
8.86K
+ 296.85%
$179.71 - $192.06 $1.59M - $1.7M
11.8K $2.18M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
23.2K
+ 286.47%
$58.01 - $64.46 $1.35M - $1.49M
31.3K $1.94M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
13.3K
+ 364.88%
$97.25 - $104.79 $1.29M - $1.39M
16.9K $1.75M
IVE
Ishares S&P 500 Value ETF

ETFs
7.26K
+ 43.13%
$185.78 - $198.58 $1.35M - $1.44M
24.1K $4.59M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
14.5K
+ 306.96%
$78.0 - $84.37 $1.13M - $1.22M
19.2K $1.54M
OEF
Ishares S&P 100 ETF

ETFs
3.93K
+ 108.06%
N/A
7.57K $2.01M
ITOT
Ishares Core S&P Total U.S. St

ETFs
8.68K
+ 54.27%
$120.29 - $134.6 $1.04M - $1.17M
24.7K $3.01M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
11.5K
+ 134.5%
$73.78 - $76.59 $851K - $883K
20.1K $1.54M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
16K
+ 11.97%
$47.59 - $48.35 $762K - $774K
150K $7.24M
SCHP
Schwab Strategic Us Tips ETF

ETFs
109K
+ 128.56%
$25.69 - $26.89 $2.8M - $2.93M
194K $5.21M
IEMG
Ishares Inc

ETFs
6.67K
+ 21.43%
N/A
37.8K $2.03M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
6.03K
+ 111.64%
$45.92 - $47.58 $277K - $287K
11.4K $542K
NFLX
Netflix Inc

Communication Services
29
+ 2.77%
$828.4 - $1058.6 $24K - $30.7K
1.08K $1M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
3.99K
+ 67.24%
$59.79 - $67.15 $238K - $268K
9.92K $601K
USXF
Ishares Esg Advanced Msci Usa

Technology
5.17K
+ 96.4%
$46.38 - $52.65 $240K - $272K
10.5K $491K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.43K
+ 60.6%
$49.25 - $50.66 $218K - $224K
11.7K $582K
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.52K
+ 9.35%
$168.16 - $186.21 $423K - $469K
29.4K $5.03M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
4.72K
+ 28.08%
$44.41 - $45.98 $209K - $217K
21.5K $981K
JPM
Jpmorgan Chase & CO

Financial Services
247
+ 6.81%
$225.19 - $279.95 $55.6K - $69.1K
3.88K $950K
V
Visa Inc.

Financial Services
118
+ 6.77%
$306.92 - $362.71 $36.2K - $42.8K
1.86K $652K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
7.21K
+ 52.35%
$22.42 - $23.22 $162K - $167K
21K $483K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
27
+ 1.39%
$442.66 - $534.52 $12K - $14.4K
1.97K $1.05M
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.66K
+ 65.36%
$101.98 - $115.66 $169K - $192K
4.21K $430K
IBM
International Business Machines Corp

Technology
14
+ 0.27%
$217.4 - $264.74 $3.04K - $3.71K
5.22K $1.3M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.41K
+ 22.16%
$120.24 - $134.3 $170K - $190K
7.78K $948K
IWB
Ishares Tr Russell 1000 ETF

ETFs
634
+ 9.47%
$302.31 - $337.54 $192K - $214K
7.33K $2.25M
AMZN
Amazon Com Inc

Consumer Cyclical
508
+ 4.53%
$190.26 - $242.06 $96.7K - $123K
11.7K $2.23M
MA
Mastercard Inc

Financial Services
71
+ 4.28%
$504.67 - $576.31 $35.8K - $40.9K
1.73K $947K
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
IXUS
Ishares Tr

ETFs
1.01K
+ 17.32%
$65.06 - $72.31 $65.4K - $72.7K
6.81K $475K
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
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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