Hixon Zuercher, LLC Portfolio Holdings

Hixon Zuercher, LLC

  • $281 Million
  • Q1 2025

Hixon Zuercher, LLC has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $281 Million distributed in 80 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs ETF Tr Activebet with a value of $17.3M, Goldman Sachs ETF Tr Activebet with a value of $9.92M, Jpmorgan Chase & CO with a value of $9.57M, Stryker Corp with a value of $8.42M, and Johnson & Johnson with a value of $8.27M.

Examining the 13F form we can see an increase of $21.7M in the current position value, from $260M to 281M.

Below you can find more details about Hixon Zuercher, LLC portfolio as well as his latest detailed transactions.

Portfolio value $281 Million
ETFs: $58.9 Million
Technology: $43.9 Million
Financial Services: $41.8 Million
Healthcare: $30.5 Million
Consumer Cyclical: $23.8 Million
Industrials: $19 Million
Consumer Defensive: $17.7 Million
Communication Services: $16.7 Million
Other: $29 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.3 Million 6.15% of portfolio
549,123
Q1 2025 Added 230.59%
$0
$9.92 Million 3.52% of portfolio
90,087
Q1 2025 Added 17.36%
$718B
$9.57 Million 3.4% of portfolio
39,010
Q1 2025 Reduced 0.05%
$141B
$8.42 Million 2.99% of portfolio
22,620
Q1 2025 Added 1.82%
$409B
$8.27 Million 2.94% of portfolio
49,849
Q1 2025 Added 3.57%
$163B
$7.73 Million 2.75% of portfolio
23,435
Q1 2025 Added 2.48%
$0
$7.71 Million 2.74% of portfolio
164,818
Q1 2025 New
$3.42T
$7.29 Million 2.59% of portfolio
32,823
Q1 2025 Reduced 15.92%
$523B
$7.25 Million 2.58% of portfolio
13,231
Q1 2025 Added 0.72%
$0
$7.03 Million 2.5% of portfolio
122,626
Q1 2025 New
$131B
$6.71 Million 2.38% of portfolio
94,631
Q1 2025 Added 4.16%
$440B
$6.61 Million 2.35% of portfolio
55,599
Q1 2025 Added 4.69%
$1.88T
$6.33 Million 2.25% of portfolio
33,275
Q1 2025 Added 0.13%
$2.95T
$6.12 Million 2.17% of portfolio
16,295
Q1 2025 Added 7.03%
$139B
$6.04 Million 2.15% of portfolio
25,888
Q1 2025 Added 2.93%
$440B
$5.5 Million 1.96% of portfolio
5,818
Q1 2025 Reduced 26.65%
$187B
$5.33 Million 1.89% of portfolio
9,750
Q1 2025 Added 4.86%
$694B
$5.32 Million 1.89% of portfolio
9,986
Q1 2025 Added 0.08%
$142B
$5.33 Million 1.89% of portfolio
25,177
Q1 2025 Added 3.79%
$264B
$4.84 Million 1.72% of portfolio
55,175
Q1 2025 Reduced 26.88%
$1.25T
$4.75 Million 1.69% of portfolio
8,235
Q1 2025 Added 0.23%
$0
$4.77 Million 1.69% of portfolio
52,363
Q1 2025 Added 23.05%
$0
$4.75 Million 1.69% of portfolio
42,975
Q1 2025 Added 7.12%
$504B
$4.49 Million 1.6% of portfolio
4,820
Q1 2025 Reduced 0.7%
$187B
$4.49 Million 1.6% of portfolio
29,969
Q1 2025 Added 16.39%
$957B
$4.42 Million 1.57% of portfolio
28,583
Q1 2025 Added 1.32%
$14.5B
$4.14 Million 1.47% of portfolio
73,235
Q1 2025 Added 2.62%
$148B
$3.97 Million 1.41% of portfolio
50,724
Q1 2025 Added 1.45%
$269B
$3.84 Million 1.36% of portfolio
14,291
Q1 2025 Added 1.67%
$10.8B
$3.65 Million 1.3% of portfolio
39,853
Q1 2025 Added 2.85%
$174B
$3.13 Million 1.11% of portfolio
8,159
Q1 2025 Added 18.38%
$229B
$3.07 Million 1.09% of portfolio
23,126
Q1 2025 Added 0.25%
$0
$2.99 Million 1.06% of portfolio
59,111
Q1 2025 Reduced 2.7%
$0
$2.98 Million 1.06% of portfolio
46,935
Q1 2025 New
$320B
$2.86 Million 1.02% of portfolio
68,471
Q1 2025 Added 27.47%
$97.4B
$2.74 Million 0.97% of portfolio
27,915
Q1 2025 Added 10.73%
$76.6B
$2.67 Million 0.95% of portfolio
1,927
Q1 2025 Added 3.38%
$35.5B
$2.61 Million 0.93% of portfolio
59,272
Q1 2025 Added 1.56%
$23.8B
$2.61 Million 0.93% of portfolio
28,610
Q1 2025 New
$235B
$2.51 Million 0.89% of portfolio
8,042
Q1 2025 Added 0.19%
$157B
$2.43 Million 0.86% of portfolio
23,641
Q1 2025 Added 14.96%
$60.1B
$2.41 Million 0.86% of portfolio
8,161
Q1 2025 Added 3.47%
$166B
$2.37 Million 0.84% of portfolio
23,969
Q1 2025 Added 3.6%
$8.34B
$2.31 Million 0.82% of portfolio
10,680
Q1 2025 Added 19.45%
$46.2B
$2.29 Million 0.81% of portfolio
15,949
Q1 2025 Added 2.34%
$165B
$2.29 Million 0.81% of portfolio
8,102
Q1 2025 New
$99B
$2.22 Million 0.79% of portfolio
6,434
Q1 2025 Added 31.04%
$46.7B
$2.21 Million 0.79% of portfolio
30,505
Q1 2025 Added 21.61%
$93.8B
$2.19 Million 0.78% of portfolio
12,699
Q1 2025 Added 0.28%

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $281 Million
  • Prior Value $260 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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