Hoxton Planning & Management, LLC New Holdings in Q3 2024

Hoxton Planning & Management, LLC

  • $256 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
58.5K
New
$41.34 - $43.55 $2.42M - $2.55M
58.5K $2.53M
VGT
Vanguard Information Technolog

ETFs
2.59K
New
$514.43 - $606.85 $1.33M - $1.57M
2.59K $1.52M
DFIC
Dimensional ETF Tr Dimensional

ETFs
45.9K
New
$25.36 - $28.37 $1.16M - $1.3M
45.9K $1.29M
VHT
Vanguard Health Care ETF

ETFs
3.15K
New
$261.88 - $288.1 $824K - $907K
3.15K $888K
SPY
Spdr S&P 500 ETF Trust

ETFs
1.31K
New
$517.38 - $573.86 $677K - $751K
1.31K $751K
IWM
Ishares Russell 2000 ETF

ETFs
3.15K
New
$200.87 - $224.6 $633K - $707K
3.15K $695K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
8.57K
New
$74.26 - $78.84 $637K - $676K
8.57K $671K
VIS
Vanguard Industrial ETF

ETFs
2.43K
New
$232.12 - $260.07 $564K - $631K
2.43K $631K
XLK
Technology Sector Spdr

ETFs
2.59K
New
$197.34 - $237.68 $511K - $615K
2.59K $584K
NSC
Norfolk Southern Corp

Industrials
2.35K
New
$213.75 - $259.69 $502K - $609K
2.35K $582K
VOOV
Vanguard S&P 500 Value ETF

ETFs
2.99K
New
$175.0 - $190.72 $522K - $569K
2.99K $569K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
18.2K
New
$25.21 - $28.46 $459K - $518K
18.2K $512K
VOX
Vanguard Communication Service

ETFs
3.27K
New
$129.82 - $145.39 $424K - $475K
3.27K $474K
BNDX
Vanguard Total International B

ETFs
9.05K
New
$48.42 - $50.35 $438K - $456K
9.05K $455K
VFH
Vanguard Financial ETF

ETFs
3.96K
New
$99.27 - $111.21 $393K - $441K
3.96K $435K
LOW
Lowes Companies Inc

Consumer Cyclical
1.49K
New
$213.3 - $270.78 $318K - $404K
1.49K $404K
NEE
Nextera Energy Inc

Utilities
4.71K
New
$69.9 - $84.97 $329K - $400K
4.71K $397K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
4.73K
New
$75.88 - $83.21 $359K - $393K
4.73K $393K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.3K
New
$49.93 - $51.15 $365K - $374K
7.3K $373K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
10.9K
New
$31.05 - $34.29 $339K - $374K
10.9K $373K
JNK
Spdr Bloomberg High Yield Bond

ETFs
3.73K
New
$93.65 - $97.81 $349K - $365K
3.73K $364K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
24.9K
New
$12.67 - $14.36 $315K - $357K
24.9K $333K
VCR
Vanguard Consumer Discretionar

ETFs
980
New
$291.88 - $341.94 $286K - $335K
980 $333K
VDC
Vanguard Consumer Staples ETF

ETFs
1.45K
New
$201.77 - $221.32 $292K - $320K
1.45K $315K
MCD
Mcdonalds Corp

Consumer Cyclical
977
New
$245.82 - $304.51 $240K - $298K
977 $297K
VNQ
Vanguard Specialized Funds Van

ETFs
2.87K
New
$82.97 - $98.97 $238K - $284K
2.87K $279K
VO
Vanguard Mid Cap ETF

ETFs
1.04K
New
$237.84 - $263.83 $248K - $275K
1.04K $274K
ETN
Eaton Corp PLC

Industrials
815
New
$272.52 - $333.02 $222K - $271K
815 $270K
UPS
United Parcel Service Inc

Industrials
1.89K
New
$123.32 - $147.38 $233K - $278K
1.89K $257K
VEA
Vanguard Ftse Developed Market

ETFs
4.72K
New
$47.6 - $53.31 $224K - $251K
4.72K $249K
O
Realty Income Corp

Real Estate
3.9K
New
$52.36 - $63.42 $204K - $247K
3.9K $247K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
3.4K
New
$64.83 - $72.82 $221K - $248K
3.4K $245K
VDE
Vanguard Energy ETF

ETFs
1.99K
New
$117.44 - $131.06 $233K - $260K
1.99K $243K
TROW
Price T Rowe Group Inc

Financial Services
2.23K
New
$101.71 - $120.75 $227K - $269K
2.23K $242K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
3.83K
New
$62.4 - $62.4 $239K - $239K
3.83K $238K
XLC
Select Sector Spdr Tr Communic

ETFs
2.62K
New
$82.16 - $90.4 $215K - $237K
2.62K $236K
IIPR
Innovative Industrial Properties Inc

Real Estate
1.73K
New
$107.56 - $136.78 $186K - $237K
1.73K $233K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.83K
New
$41.9 - $48.26 $202K - $233K
4.83K $230K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.03K
New
$106.11 - $113.72 $216K - $231K
2.03K $229K
ABT
Abbott Laboratories

Healthcare
1.97K
New
$100.07 - $118.13 $197K - $233K
1.97K $224K
CRM
Salesforce, Inc.

Technology
811
New
$238.42 - $276.53 $193K - $224K
811 $221K
CB
Chubb LTD

Financial Services
767
New
$252.51 - $292.2 $194K - $224K
767 $221K
XLI
Industrial Sector Spdr

ETFs
1.56K
New
$120.56 - $135.44 $188K - $211K
1.56K $211K
FDLO
Fidelity Covington Tr Low Vola

ETFs
3.44K
New
$56.38 - $61.35 $194K - $211K
3.44K $211K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.5K
New
$127.29 - $141.5 $191K - $213K
1.5K $209K
GE
General Electric CO

Industrials
1.1K
New
$156.66 - $189.66 $173K - $209K
1.1K $207K
MS
Morgan Stanley

Financial Services
1.98K
New
$92.07 - $106.96 $182K - $212K
1.98K $206K
VBK
Vanguard Small Cap Growth ETF

ETFs
763
New
$240.48 - $267.94 $183K - $204K
763 $204K
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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