Hixon Zuercher, LLC has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $237 Million distributed in 64 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $9.23M, Johnson & Johnson with a value of $8.41M, Goldman Sachs ETF Tr Activebet with a value of $8.39M, Jpmorgan Chase & CO with a value of $8.23M, and Costco Wholesale Corp with a value of $8.16M.
Examining the 13F form we can see an increase of $948K in the current position value, from $236M to 237M.
Below you can find more details about Hixon Zuercher, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$237 Million
Technology: $45.9 Million
Financial Services: $32.7 Million
Consumer Cyclical: $28.9 Million
ETFs: $27.3 Million
Healthcare: $23.9 Million
Consumer Defensive: $21.1 Million
Industrials: $17.3 Million
Communication Services: $16.1 Million
Other: $23.7 Million
Stock Holdings Table Market Cap. of $200 Billions or more