Hixon Zuercher, LLC Portfolio Holdings
Hixon Zuercher, LLC
- $305 Million
- Q2 2025
Hixon Zuercher, LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $305 Million distributed in 78 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 $17.5M, Goldman Sachs ETF Tr Activebet with a value of $10.3M, Jpmorgan Chase & CO with a value of $9.87M, Microsoft Corp with a value of $9.16M, and Stryker Corp with a value of $8.99M.
Examining the 13F form we can see an increase of $23.6M in the current position value, from $281M to 305M.
Below you can find more details about Hixon Zuercher, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$305 Million
ETFs: $61.7 Million
Technology: $56.6 Million
Financial Services: $42.9 Million
Healthcare: $31 Million
Consumer Cyclical: $23.1 Million
Communication Services: $22 Million
Industrials: $20.7 Million
Consumer Defensive: $18.3 Million
Other: $28.7 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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