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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.3 Million 6.15% of portfolio
549,123
Q1 2025 Added 230.59%
$0
$9.92 Million 3.52% of portfolio
90,087
Q1 2025 Added 17.36%
$847B
$9.57 Million 3.4% of portfolio
39,010
Q1 2025 Reduced 0.05%
$148B
$8.42 Million 2.99% of portfolio
22,620
Q1 2025 Added 1.82%
$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%
$0
$7.71 Million 2.74% of portfolio
164,818
Q1 2025 New
$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%
$0
$7.03 Million 2.5% of portfolio
122,626
Q1 2025 New
$147B
$6.71 Million 2.38% of portfolio
94,631
Q1 2025 Added 4.16%
$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%
$138B
$6.04 Million 2.15% of portfolio
25,888
Q1 2025 Added 2.93%
$434B
$5.5 Million 1.96% of portfolio
5,818
Q1 2025 Reduced 26.65%
$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%
$160B
$5.33 Million 1.89% of portfolio
25,177
Q1 2025 Added 3.79%
$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%
$0
$4.77 Million 1.69% of portfolio
52,363
Q1 2025 Added 23.05%
$0
$4.75 Million 1.69% of portfolio
42,975
Q1 2025 Added 7.12%
$562B
$4.49 Million 1.6% of portfolio
4,820
Q1 2025 Reduced 0.7%
$187B
$4.49 Million 1.6% of portfolio
29,969
Q1 2025 Added 16.39%
$1.07T
$4.42 Million 1.57% of portfolio
28,583
Q1 2025 Added 1.32%
$11.2B
$4.14 Million 1.47% of portfolio
73,235
Q1 2025 Added 2.62%
$169B
$3.97 Million 1.41% of portfolio
50,724
Q1 2025 Added 1.45%
$260B
$3.84 Million 1.36% of portfolio
14,291
Q1 2025 Added 1.67%
$10.8B
$3.65 Million 1.3% of portfolio
39,853
Q1 2025 Added 2.85%
$171B
$3.13 Million 1.11% of portfolio
8,159
Q1 2025 Added 18.38%
$231B
$3.07 Million 1.09% of portfolio
23,126
Q1 2025 Added 0.25%
$0
$2.99 Million 1.06% of portfolio
59,111
Q1 2025 Reduced 2.7%
$0
$2.98 Million 1.06% of portfolio
46,935
Q1 2025 New
$378B
$2.86 Million 1.02% of portfolio
68,471
Q1 2025 Added 27.47%
$108B
$2.74 Million 0.97% of portfolio
27,915
Q1 2025 Added 10.73%
$85.4B
$2.67 Million 0.95% of portfolio
1,927
Q1 2025 Added 3.38%
$39.9B
$2.61 Million 0.93% of portfolio
59,272
Q1 2025 Added 1.56%
$32.6B
$2.61 Million 0.93% of portfolio
28,610
Q1 2025 New
$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%
$64.5B
$2.41 Million 0.86% of portfolio
8,161
Q1 2025 Added 3.47%
$219B
$2.37 Million 0.84% of portfolio
23,969
Q1 2025 Added 3.6%
$8.18B
$2.31 Million 0.82% of portfolio
10,680
Q1 2025 Added 19.45%
$49.1B
$2.29 Million 0.81% of portfolio
15,949
Q1 2025 Added 2.34%
$145B
$2.29 Million 0.81% of portfolio
8,102
Q1 2025 New
$109B
$2.22 Million 0.79% of portfolio
6,434
Q1 2025 Added 31.04%
$48.4B
$2.21 Million 0.79% of portfolio
30,505
Q1 2025 Added 21.61%
$102B
$2.19 Million 0.78% of portfolio
12,699
Q1 2025 Added 0.28%

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
Track This Portfolio

Track Hixon Zuercher, LLC Portfolio

Follow Hixon Zuercher, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hixon Zuercher, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hixon Zuercher, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email