Hixon Zuercher, LLC Portfolio Holdings by Sector
Hixon Zuercher, LLC
- $281 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
GSIE GSLC EMGF JHMM TLT SHV JPST GSSC 11 stocks |
$58,914
20.94% of portfolio
|
8
|
3
|
3
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT DOX ADBE ORCL 4 stocks |
$14,785
5.26% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK ABT EW 3 stocks |
$13,698
4.87% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$12,426
4.42% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ PFE LLY ABBV 4 stocks |
$12,393
4.41% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT DG 3 stocks |
$11,722
4.17% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS SCHW MKTX 3 stocks |
$11,606
4.13% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AMD AVGO QCOM 4 stocks |
$10,719
3.81% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$9,501
3.38% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL 2 stocks |
$9,166
3.26% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE AEP 2 stocks |
$8,366
2.97% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V 2 stocks |
$7,949
2.83% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$7,290
2.59% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$6,859
2.44% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$6,612
2.35% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$6,330
2.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW 1 stocks |
$6,037
2.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM 2 stocks |
$5,595
1.99% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$5,318
1.89% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM MANH 2 stocks |
$5,279
1.88% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SBUX MCD 2 stocks |
$5,250
1.87% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD PPG 2 stocks |
$4,542
1.61% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$4,493
1.6% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT 1 stocks |
$4,144
1.47% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
DLR AMT 2 stocks |
$4,038
1.44% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
TDG 1 stocks |
$2,665
0.95% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
DELL 1 stocks |
$2,607
0.93% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
BKR 1 stocks |
$2,605
0.93% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR 1 stocks |
$2,292
0.81% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA 1 stocks |
$2,223
0.79% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$2,190
0.78% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
REIT—Industrial | Real Estate
PLD 1 stocks |
$2,165
0.77% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
CDW JKHY 2 stocks |
$1,602
0.57% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH 1 stocks |
$1,574
0.56% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
TSCO 1 stocks |
$1,507
0.54% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$1,479
0.53% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
OC 1 stocks |
$1,223
0.43% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$844
0.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Diagnostics & Research | Healthcare
ILMN 1 stocks |
$749
0.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$683
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Publishing | Communication Services
NYT 1 stocks |
$680
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
MPC 1 stocks |
$657
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$546
0.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|