Hoxton Planning & Management, LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $259 Million distributed in 199 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $44.1M, Ishares Core Total Usd Bond Ma with a value of $15.5M, Ishares Russell Mid Cap ETF with a value of $7.67M, Ihares Core 1 5 Years Usd Bond with a value of $7.24M, and Nvidia Corp with a value of $6.98M.
Examining the 13F form we can see an increase of $2.83M in the current position value, from $256M to 259M.
Hoxton Planning & Management, LLC is based out at Shepherdstown, WV
Below you can find more details about Hoxton Planning & Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$259 Million
ETFs: $193 Million
Technology: $24.1 Million
Financial Services: $9.31 Million
Healthcare: $7.01 Million
Communication Services: $6.13 Million
Consumer Cyclical: $5.65 Million
Industrials: $4.24 Million
Consumer Defensive: $3.17 Million
Other: $5.11 Million
Stock Holdings Table Market Cap. of $200 Billions or more
