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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$847B
$9.57 Million 3.4% of portfolio
39,010
Q1 2025 Reduced 0.05%
$410B
$8.27 Million 2.94% of portfolio
49,849
Q1 2025 Added 3.57%
$214B
$7.73 Million 2.75% of portfolio
23,435
Q1 2025 Added 2.48%
$3.35T
$7.29 Million 2.59% of portfolio
32,823
Q1 2025 Reduced 15.92%
$527B
$7.25 Million 2.58% of portfolio
13,231
Q1 2025 Added 0.72%
$475B
$6.61 Million 2.35% of portfolio
55,599
Q1 2025 Added 4.69%
$2.3T
$6.33 Million 2.25% of portfolio
33,275
Q1 2025 Added 0.13%
$3.75T
$6.12 Million 2.17% of portfolio
16,295
Q1 2025 Added 7.03%
$434B
$5.5 Million 1.96% of portfolio
5,818
Q1 2025 Reduced 26.65%
$409B
$5.47 Million 1.94% of portfolio
50,432
Q1 2025 Reduced 5.53%
$243B
$5.33 Million 1.89% of portfolio
9,750
Q1 2025 Added 4.86%
$631B
$5.32 Million 1.89% of portfolio
9,986
Q1 2025 Added 0.08%
$260B
$4.84 Million 1.72% of portfolio
55,175
Q1 2025 Reduced 26.88%
$1.62T
$4.75 Million 1.69% of portfolio
8,235
Q1 2025 Added 0.23%
$562B
$4.49 Million 1.6% of portfolio
4,820
Q1 2025 Reduced 0.7%
$1.07T
$4.42 Million 1.57% of portfolio
28,583
Q1 2025 Added 1.32%
$231B
$3.07 Million 1.09% of portfolio
23,126
Q1 2025 Added 0.25%
$378B
$2.86 Million 1.02% of portfolio
68,471
Q1 2025 Added 27.47%
$222B
$2.51 Million 0.89% of portfolio
8,042
Q1 2025 Added 0.19%
$236B
$2.43 Million 0.86% of portfolio
23,641
Q1 2025 Added 14.96%
$219B
$2.37 Million 0.84% of portfolio
23,969
Q1 2025 Added 3.6%
$618B
$1.89 Million 0.67% of portfolio
13,549
Q1 2025 Added 2.02%
$760B
$1.48 Million 0.53% of portfolio
1,789
Q1 2025 Added 0.68%
$364B
$844,000 0.3% of portfolio
4,955
Q3 2024 Reduced 2.0%
$573B
$697,000 0.25% of portfolio
1,991
Q3 2024 Added 3.64%
$339B
$603,000 0.21% of portfolio
2,882
Q1 2025 Added 0.1%
$1T
$546,000 0.19% of portfolio
2,109
Q1 2025 Added 0.33%

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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