Hoxton Planning & Management, LLC Sells in Q1 2025

Hoxton Planning & Management, LLC

  • $259 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-3.52K
- 4.29%
$554.06 - $615.85 $1.95M - $2.17M
78.5K $44.1M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-36.3K
- 9.75%
$44.72 - $46.25 $1.62M - $1.68M
336K $15.5M
EFG
Msci Eafe Growth ETF

ETFs
-11K
- 21.41%
$96.1 - $106.37 $1.06M - $1.17M
40.3K $4.03M
NVDA
Nvidia Corp

Technology
-837
- 1.28%
$106.98 - $149.43 $89.5K - $125K
64.4K $6.98M
ELS
Equity Lifestyle Properties Inc

Real Estate
-11.2K
- 33.0%
$64.36 - $69.32 $722K - $777K
22.8K $1.52M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-19K
- 32.51%
$40.79 - $42.32 $776K - $805K
39.5K $1.66M
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
-16.4K
- 74.2%
$45.66 - $47.41 $749K - $777K
5.7K $267K
IWR
Ishares Russell Mid Cap ETF

ETFs
-5.78K
- 6.02%
$82.81 - $92.93 $478K - $537K
90.1K $7.67M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-9.53K
- 28.71%
$54.25 - $57.64 $517K - $549K
23.7K $1.3M
EFV
Msci Eafe Value ETF

ETFs
-13.7K
- 21.71%
$51.88 - $60.73 $709K - $830K
49.3K $2.9M
VGT
Vanguard Information Technolog

ETFs
-789
- 30.42%
$542.38 - $646.34 $428K - $510K
1.81K $978K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-4.17K
- 20.02%
$85.29 - $92.57 $355K - $386K
16.7K $1.52M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-16.8K
- 36.63%
$25.54 - $28.79 $430K - $484K
29.1K $808K
IEFA
Ishares Tr

ETFs
-5.15K
- 19.67%
$69.57 - $78.65 $359K - $405K
21.1K $1.59M
MBB
Ishares Tr

ETFs
-3.51K
- 11.9%
$90.37 - $94.08 $317K - $330K
26K $2.43M
IYW
Ishares Dj Us Tech ETF

ETFs
-1.43K
- 10.3%
$140.44 - $166.79 $201K - $239K
12.5K $1.75M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-1.01K
- 30.37%
$254.58 - $302.92 $257K - $306K
2.32K $592K
AAPL
Apple Inc.

Technology
-156
- 0.56%
$209.68 - $247.1 $32.7K - $38.5K
27.5K $6.11M
VHT
Vanguard Health Care ETF

ETFs
-980
- 31.13%
$254.06 - $273.83 $249K - $268K
2.17K $573K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-9.7K
- 53.25%
$25.35 - $27.46 $246K - $266K
8.51K $225K
UNH
Unitedhealth Group Inc

Healthcare
-294
- 19.44%
$461.52 - $548.18 $136K - $161K
1.22K $637K
MRK
Merck & Co., Inc.

Healthcare
-1.33K
- 29.06%
$83.01 - $101.02 $110K - $134K
3.25K $291K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-3.3K
- 3.6%
$48.06 - $53.73 $159K - $177K
88.4K $4.31M
VIS
Vanguard Industrial ETF

ETFs
-752
- 30.97%
$243.63 - $273.99 $183K - $206K
1.68K $414K
IEV
Ishares Tr Europe ETF

ETFs
-3.66K
- 31.36%
$51.89 - $60.68 $190K - $222K
8.02K $466K
AMD
Advanced Micro Devices Inc

Technology
-114
- 3.67%
$96.63 - $129.55 $11K - $14.8K
2.99K $307K
IWM
Ishares Russell 2000 ETF

ETFs
-654
- 20.77%
$198.1 - $229.79 $130K - $150K
2.5K $497K
ACN
Accenture PLC

Technology
-358
- 19.13%
$300.91 - $398.25 $108K - $143K
1.51K $472K
BNDX
Vanguard Total International B

ETFs
-3.44K
- 38.05%
$48.33 - $49.5 $166K - $170K
5.61K $273K
GOOGL
Alphabet Inc.

Communication Services
-495
- 5.54%
$154.33 - $206.19 $76.4K - $102K
8.44K $1.31M
PFE
Pfizer Inc

Healthcare
-2.52K
- 9.23%
$25.01 - $27.13 $63K - $68.3K
24.7K $627K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.98K
- 25.62%
$71.17 - $73.66 $141K - $146K
5.76K $422K
NKE
Nike, Inc.

Consumer Cyclical
-790
- 18.38%
$63.29 - $81.72 $50K - $64.6K
3.51K $222K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-3.96K
- 36.3%
$32.42 - $36.13 $128K - $143K
6.95K $229K
VUG
Vanguard Growth ETF

ETFs
-264
- 7.98%
$369.1 - $427.61 $97.4K - $113K
3.04K $1.13M
VOX
Vanguard Communication Service

ETFs
-1K
- 30.65%
$147.73 - $169.24 $148K - $169K
2.27K $336K
PEP
Pepsico Inc

Consumer Defensive
-522
- 27.22%
$142.64 - $156.42 $74.5K - $81.7K
1.4K $209K
VCR
Vanguard Consumer Discretionar

ETFs
-303
- 30.92%
$318.51 - $391.75 $96.5K - $119K
677 $220K
VZ
Verizon Communications Inc

Communication Services
-2.66K
- 10.72%
$37.81 - $46.49 $101K - $124K
22.2K $1.01M
LLY
Eli Lilly & CO

Healthcare
-32
- 2.36%
$725.72 - $929.72 $23.2K - $29.8K
1.33K $1.1M
IWN
Ishares Russell2000 Val ETF

ETFs
-202
- 4.37%
$149.27 - $169.4 $30.2K - $34.2K
4.42K $667K
VFH
Vanguard Financial ETF

ETFs
-1.16K
- 29.2%
$114.07 - $127.34 $132K - $147K
2.81K $335K
VDC
Vanguard Consumer Staples ETF

ETFs
-448
- 31.0%
$206.54 - $226.16 $92.5K - $101K
997 $218K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-864
- 23.18%
$94.86 - $97.12 $82K - $83.9K
2.86K $272K
T
At&T Inc.

Communication Services
-6.78K
- 42.76%
$21.56 - $28.28 $146K - $192K
9.07K $256K
XLK
Technology Sector Spdr

ETFs
-189
- 7.3%
$206.38 - $242.18 $39K - $45.8K
2.4K $495K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-708
- 6.96%
$93.32 - $95.35 $66.1K - $67.5K
9.46K $886K
LOW
Lowes Companies Inc

Consumer Cyclical
-115
- 7.7%
$222.66 - $268.42 $25.6K - $30.9K
1.38K $321K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-85
- 1.55%
$102.49 - $119.96 $8.71K - $10.2K
5.38K $562K
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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