Hoxton Planning & Management, LLC Reduced Holdings in Q2 2025

Hoxton Planning & Management, LLC

  • $282 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MA
Mastercard Inc

Financial Services
-49
- 2.83%
$479.92 - $590.74 $23.5K - $28.9K
1.68K $944K
VFH
Vanguard Financial ETF

ETFs
-189
- 6.74%
$104.87 - $127.3 $19.8K - $24.1K
2.62K $333K
Blackrock Inc
-6
- 0.68%
N/A
871 $0
HD
Home Depot, Inc.

Consumer Cyclical
-3
- 0.16%
$335.24 - $380.78 $1.01K - $1.14K
1.87K $687K
Lam Research Corp
-226
- 4.9%
N/A
4.39K $0
KMI
Kinder Morgan, Inc.

Energy
-448
- 2.72%
$25.21 - $29.4 $11.3K - $13.2K
16K $471K
V
Visa Inc.

Financial Services
-10
- 0.54%
$308.27 - $373.31 $3.08K - $3.73K
1.85K $657K
VCR
Vanguard Consumer Discretionar

ETFs
-49
- 7.24%
$290.42 - $364.35 $14.2K - $17.9K
628 $227K
VO
Vanguard Mid Cap ETF

ETFs
-56
- 5.1%
$228.54 - $279.83 $12.8K - $15.7K
1.04K $291K
SPGI
S&P Global Inc.

Financial Services
-33
- 2.11%
$438.31 - $527.29 $14.5K - $17.4K
1.53K $808K
IEV
Ishares Tr Europe ETF

ETFs
-403
- 5.03%
$51.8 - $64.59 $20.9K - $26K
7.62K $481K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-82
- 1.52%
$90.56 - $109.49 $7.43K - $8.98K
5.3K $579K
SAP
Sap Se

Technology
-79
- 6.64%
$237.53 - $309.8 $18.8K - $24.5K
1.11K $337K
EMGF
Ishares Msci Emerging Markets

ETFs
-180
- 3.54%
$41.37 - $52.07 $7.45K - $9.37K
4.9K $255K
STE
Steris PLC

Healthcare
-18
- 1.14%
$208.55 - $252.55 $3.75K - $4.55K
1.56K $374K
VIS
Vanguard Industrial ETF

ETFs
-125
- 7.46%
$220.04 - $280.07 $27.5K - $35K
1.55K $434K
VEA
Vanguard Ftse Developed Market

ETFs
-71
- 1.64%
$45.65 - $57.01 $3.24K - $4.05K
4.25K $242K
ISRG
Intuitive Surgical Inc

Healthcare
-9
- 1.56%
$451.58 - $565.94 $4.06K - $5.09K
569 $309K
VOX
Vanguard Communication Service

ETFs
-158
- 6.98%
$133.12 - $171.03 $21K - $27K
2.11K $360K
COST
Costco Wholesale Corp

Consumer Defensive
-36
- 2.38%
$908.13 - $1056.85 $32.7K - $38K
1.48K $1.46M
IWM
Ishares Russell 2000 ETF

ETFs
-45
- 1.8%
$174.82 - $215.79 $7.87K - $9.71K
2.45K $528K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-540
- 6.94%
$108.06 - $135.3 $58.4K - $73.1K
7.24K $980K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-202
- 1.63%
$51.16 - $62.02 $10.3K - $12.5K
12.2K $754K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-30
- 0.5%
$53.75 - $67.21 $1.61K - $2.02K
5.99K $396K
AMD
Advanced Micro Devices Inc

Technology
-577
- 19.3%
$78.21 - $143.81 $45.1K - $83K
2.41K $342K
NSC
Norfolk Southern Corp

Industrials
-30
- 1.27%
$206.34 - $257.46 $6.19K - $7.72K
2.34K $598K
MS
Morgan Stanley

Financial Services
-20
- 1.15%
$99.83 - $140.86 $2K - $2.82K
1.72K $242K
SYK
Stryker Corp

Healthcare
-6
- 0.3%
$337.37 - $395.63 $2.02K - $2.37K
1.97K $777K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-12
- 0.01%
$47.89 - $48.65 $575 - $584
150K $7.28M
IXUS
Ishares Tr

ETFs
-32
- 0.47%
$62.37 - $77.63 $2K - $2.48K
6.77K $523K
VTI
Vanguard Total Stock Market Et

ETFs
-40
- 1.3%
$243.75 - $303.93 $9.75K - $12.2K
3.04K $923K
DFIC
Dimensional ETF Tr Dimensional

ETFs
-99
- 0.34%
$24.94 - $31.15 $2.47K - $3.08K
29K $901K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-25
- 0.49%
$113.67 - $150.4 $2.84K - $3.76K
5.12K $770K
IEFA
Ishares Tr

ETFs
-565
- 2.68%
$67.83 - $84.09 $38.3K - $47.5K
20.5K $1.71M
VGT
Vanguard Information Technolog

ETFs
-120
- 6.65%
$470.37 - $663.28 $56.4K - $79.6K
1.69K $1.12M
VUG
Vanguard Growth ETF

ETFs
-91
- 2.99%
$329.49 - $438.4 $30K - $39.9K
2.95K $1.29M
IYW
Ishares Dj Us Tech ETF

ETFs
-1.26K
- 10.11%
$122.57 - $173.27 $154K - $218K
11.2K $1.94M
IBM
International Business Machines Corp

Technology
-111
- 2.12%
$221.03 - $294.78 $24.5K - $32.7K
5.11K $1.51M
INTU
Intuit Inc

Technology
-15
- 1.15%
$544.07 - $787.63 $8.16K - $11.8K
1.29K $1.01M
AMZN
Amazon Com Inc

Consumer Cyclical
-435
- 3.71%
$167.32 - $223.3 $72.8K - $97.1K
11.3K $2.48M
IVW
Ishares S&P 500 Growth ETF

ETFs
-5.18K
- 9.85%
$82.96 - $110.1 $430K - $571K
47.4K $5.22M
META
Meta Platforms, Inc.

Communication Services
-119
- 3.63%
$484.66 - $738.09 $57.7K - $87.8K
3.16K $2.33M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-801
- 0.91%
$43.53 - $54.46 $34.9K - $43.6K
87.6K $4.77M
IVV
Ishares Core S&P 500 ETF

ETFs
-5.05K
- 6.44%
$498.8 - $620.9 $2.52M - $3.14M
73.4K $45.6M
NVDA
Nvidia Corp

Technology
-1.56K
- 2.42%
$94.31 - $157.99 $147K - $246K
62.9K $9.93M
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
Track This Portfolio

Track Hoxton Planning & Management, LLC Portfolio

Follow Hoxton Planning & Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hoxton Planning & Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hoxton Planning & Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email