Hoxton Planning & Management, LLC Reduced Holdings in Q3 2025

Hoxton Planning & Management, LLC

  • $300 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CSCO
Cisco Systems, Inc.

Technology
-14
- 0.16%
$66.2 - $71.79 $927 - $1.01K
8.51K $582K
CVX
Chevron Corp

Energy
-154
- 8.56%
$145.57 - $161.83 $22.4K - $24.9K
1.65K $255K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-62
- 1.12%
$94.11 - $95.78 $5.83K - $5.94K
5.47K $523K
TFC
Truist Financial Corp

Financial Services
-840
- 6.08%
$42.83 - $47.07 $36K - $39.5K
13K $593K
VNQ
Vanguard Specialized Funds Van

ETFs
-85
- 2.76%
$88.47 - $93.24 $7.52K - $7.93K
3K $273K
Linde PLC
-77
- 8.44%
N/A
835 $0
Blackrock Inc
-28
- 3.21%
N/A
843 $0
VCR
Vanguard Consumer Discretionar

ETFs
-53
- 8.44%
$359.61 - $401.35 $19.1K - $21.3K
575 $227K
VBK
Vanguard Small Cap Growth ETF

ETFs
-48
- 6.52%
$276.51 - $305.12 $13.3K - $14.6K
688 $204K
BBY
Best Buy CO Inc

Consumer Cyclical
-432
- 11.05%
$64.12 - $78.46 $27.7K - $33.9K
3.48K $263K
JHMM
John Hancock Multifactor Mid C

ETFs
-177
- 4.72%
$61.22 - $65.26 $10.8K - $11.6K
3.57K $231K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-134
- 2.24%
$64.17 - $68.19 $8.6K - $9.14K
5.86K $398K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-143
- 1.15%
$52.55 - $54.37 $7.51K - $7.77K
12.3K $665K
SWKS
Skyworks Solutions, Inc.

Technology
-124
- 2.76%
$67.52 - $82.97 $8.37K - $10.3K
4.37K $336K
VOX
Vanguard Communication Service

ETFs
-172
- 8.16%
$169.0 - $192.17 $29.1K - $33.1K
1.94K $363K
MCD
Mcdonalds Corp

Consumer Cyclical
-25
- 2.58%
$291.67 - $316.99 $7.29K - $7.92K
944 $286K
VEA
Vanguard Ftse Developed Market

ETFs
-146
- 3.44%
$56.02 - $60.3 $8.18K - $8.8K
4.1K $245K
AVUV
American Centy ETF Tr Avantis

ETFs
-155
- 6.14%
$90.37 - $102.12 $14K - $15.8K
2.37K $235K
AXP
American Express CO

Financial Services
-33
- 2.63%
$294.27 - $342.31 $9.71K - $11.3K
1.22K $406K
ETN
Eaton Corp PLC

Industrials
-20
- 2.71%
$342.99 - $392.76 $6.86K - $7.86K
719 $269K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-490
- 4.03%
$62.09 - $66.51 $30.4K - $32.6K
11.7K $761K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-144
- 0.75%
$85.01 - $90.35 $12.2K - $13K
19.1K $1.7M
XOM
Exxon Mobil Corp

Energy
-248
- 3.4%
$105.83 - $117.22 $26.2K - $29.1K
7.05K $794K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-71
- 2.33%
$66.81 - $74.64 $4.74K - $5.3K
2.98K $218K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-350
- 3.78%
$43.65 - $46.42 $15.3K - $16.2K
8.9K $413K
O
Realty Income Corp

Real Estate
-149
- 2.67%
$56.13 - $60.79 $8.36K - $9.06K
5.43K $330K
STE
Steris PLC

Healthcare
-1
- 0.06%
$221.21 - $252.43 $221 - $252
1.56K $385K
WFC
Wells Fargo & Company

Financial Services
-12
- 0.37%
$77.05 - $85.16 $925 - $1.02K
3.23K $270K
ACWI
Ishares Msci Acwi ETF

ETFs
-103
- 3.36%
$128.32 - $138.41 $13.2K - $14.3K
2.97K $410K
IWM
Ishares Russell 2000 ETF

ETFs
-199
- 8.12%
$214.92 - $244.84 $42.8K - $48.7K
2.25K $544K
QCOM
Qualcomm Inc

Technology
-53
- 1.49%
$145.84 - $173.55 $7.73K - $9.2K
3.51K $584K
NEE
Nextera Energy Inc

Utilities
-148
- 3.13%
$69.77 - $77.54 $10.3K - $11.5K
4.57K $345K
MS
Morgan Stanley

Financial Services
-70
- 4.07%
$139.09 - $161.16 $9.74K - $11.3K
1.65K $262K
EMGF
Ishares Msci Emerging Markets

ETFs
-35
- 0.71%
$51.93 - $56.75 $1.82K - $1.99K
4.86K $275K
VTV
Vanguard Value ETF

ETFs
-272
- 3.64%
$175.51 - $186.57 $47.7K - $50.7K
7.2K $1.34M
IWN
Ishares Russell2000 Val ETF

ETFs
-26
- 1.81%
$157.1 - $178.94 $4.08K - $4.65K
1.41K $249K
IXUS
Ishares Tr

ETFs
-157
- 2.32%
$76.35 - $82.58 $12K - $13K
6.62K $546K
BAC
Bank Of America Corp

Financial Services
-129
- 1.81%
$44.92 - $52.42 $5.79K - $6.76K
6.99K $360K
VBR
Vanguard Small Cap Value ETF

ETFs
-79
- 2.19%
$195.41 - $212.37 $15.4K - $16.8K
3.53K $735K
LOW
Lowes Companies Inc

Consumer Cyclical
-28
- 2.08%
$215.01 - $273.02 $6.02K - $7.64K
1.32K $330K
GRMN
Garmin LTD

Technology
-69
- 4.87%
$211.13 - $246.22 $14.6K - $17K
1.35K $331K
TSCO
Tractor Supply CO

Consumer Cyclical
-45
- 0.44%
$54.08 - $62.65 $2.43K - $2.82K
10.2K $577K
AMD
Advanced Micro Devices Inc

Technology
-57
- 2.36%
$134.8 - $184.42 $7.68K - $10.5K
2.36K $381K
AMAT
Applied Materials Inc

Technology
-35
- 1.58%
$156.25 - $204.95 $5.47K - $7.17K
2.18K $445K
JNJ
Johnson & Johnson

Healthcare
-347
- 10.65%
$155.17 - $185.42 $53.8K - $64.3K
2.91K $539K
VUG
Vanguard Growth ETF

ETFs
-164
- 5.56%
$433.97 - $484.08 $71.2K - $79.4K
2.79K $1.34M
VGT
Vanguard Information Technolog

ETFs
-130
- 7.72%
$656.44 - $753.15 $85.3K - $97.9K
1.56K $1.16M
GD
General Dynamics Corp

Industrials
-48
- 3.57%
$293.92 - $341.0 $14.1K - $16.4K
1.3K $441K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-120
- 2.34%
$148.97 - $165.88 $17.9K - $19.9K
5K $823K
Activity Summary
Buys All Purchases 91 New Holdings 20 Increased Positions 71 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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