Hixon Zuercher, LLC Portfolio Holdings

Hixon Zuercher, LLC

  • $260 Million
  • Q4 2024

Hixon Zuercher, LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $260 Million distributed in 79 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $9.78M, Jpmorgan Chase & CO with a value of $9.36M, Goldman Sachs ETF Tr Activebet with a value of $8.84M, Caterpillar Inc with a value of $8.3M, and Stryker Corp with a value of $8M.

Examining the 13F form we can see an increase of $5.13M in the current position value, from $254M to 260M.

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

Portfolio value $260 Million
Technology: $47.4 Million
ETFs: $39.7 Million
Financial Services: $36.7 Million
Healthcare: $25.8 Million
Consumer Cyclical: $24.5 Million
Consumer Defensive: $20.2 Million
Industrials: $19.3 Million
Communication Services: $18 Million
Other: $28.1 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$9.78 Million 3.77% of portfolio
39,039
Q4 2024 Reduced 2.07%
$775B
$9.36 Million 3.6% of portfolio
39,028
Q4 2024 Reduced 2.2%
$2.21T
$7.29 Million 2.81% of portfolio
33,232
Q4 2024 Reduced 2.41%
$458B
$7.27 Million 2.8% of portfolio
7,932
Q4 2024 Reduced 2.78%
$335B
$7.17 Million 2.76% of portfolio
53,384
Q4 2024 Reduced 5.78%
$424B
$6.96 Million 2.68% of portfolio
48,129
Q4 2024 Reduced 14.69%
$532B
$6.92 Million 2.66% of portfolio
13,137
Q4 2024 Added 1.93%
$257B
$6.82 Million 2.63% of portfolio
75,456
Q4 2024 Reduced 3.39%
$3.04T
$6.42 Million 2.47% of portfolio
15,224
Q4 2024 Added 0.24%
$461B
$5.71 Million 2.2% of portfolio
53,106
Q4 2024 Reduced 0.06%
$1.1T
$5.34 Million 2.06% of portfolio
28,212
Q4 2024 Reduced 1.1%
$214B
$5.32 Million 2.05% of portfolio
9,298
Q4 2024 Reduced 2.47%
$1.56T
$4.85 Million 1.87% of portfolio
8,216
Q4 2024 Reduced 4.56%
$310B
$4.7 Million 1.81% of portfolio
14,056
Q4 2024 Reduced 5.17%
$627B
$4.52 Million 1.74% of portfolio
9,978
Q4 2024 Reduced 2.43%
$446B
$4.33 Million 1.67% of portfolio
4,854
Q4 2024 Reduced 6.87%
$207B
$3.06 Million 1.18% of portfolio
6,892
Q4 2024 Reduced 8.53%
$236B
$2.61 Million 1.01% of portfolio
23,068
Q4 2024 Added 1.89%
$360B
$2.36 Million 0.91% of portfolio
53,716
Q4 2024 Added 6.64%
$224B
$2.33 Million 0.9% of portfolio
8,027
Q4 2024 Reduced 1.39%
$452B
$2.21 Million 0.85% of portfolio
13,281
Q4 2024 Reduced 7.66%
$830B
$1.37 Million 0.53% of portfolio
1,777
Q3 2024 Added 0.17%
$1.07T
$848,000 0.33% of portfolio
2,102
Q4 2024 Reduced 3.45%
$403B
$830,000 0.32% of portfolio
4,955
Q3 2024 Reduced 2.0%
$570B
$629,000 0.24% of portfolio
1,991
Q3 2024 Added 3.64%
$357B
$511,000 0.2% of portfolio
2,879
Q4 2024 Added 0.95%
$1.11T
$205,000 0.08% of portfolio
1,080
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 79
  • Current Value $260 Million
  • Prior Value $254 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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