Hoxton Planning & Management, LLC Purchases in Q3 2025

Hoxton Planning & Management, LLC

  • $300 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
OEF
Ishares S&P 100 ETF

ETFs
5.94K
+ 65.93%
N/A
15K $3.98M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.68K
+ 18.91%
$617.65 - $666.84 $1.04M - $1.12M
10.5K $7.02M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
18.2K
+ 20.81%
$54.35 - $59.32 $990K - $1.08M
106K $6.26M
AAPL
Apple Inc.

Technology
74
+ 0.28%
$202.38 - $256.87 $15K - $19K
26.9K $6.86M
SPYG
Spdr Portfolio

ETFs
8.2K
+ 19.25%
$94.33 - $105.31 $774K - $864K
50.8K $5.31M
ITA
Ishares Tr

ETFs
5.1K
New
$184.73 - $209.26 $941K - $1.07M
5.1K $1.07M
IAU
Ishares Gold Trust

ETFs
8.96K
+ 61.94%
$61.62 - $72.77 $552K - $652K
23.4K $1.7M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
7.43K
+ 36.26%
$98.52 - $103.93 $732K - $773K
27.9K $2.88M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
7.32K
+ 19.71%
$68.24 - $73.73 $500K - $540K
44.5K $3.27M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
26.1K
+ 13.33%
$22.9 - $23.58 $599K - $617K
222K $5.22M
VOOV
Vanguard S&P 500 Value ETF

ETFs
2.23K
+ 15.93%
$187.97 - $199.47 $419K - $445K
16.2K $3.24M
TSLA
Tesla, Inc.

Consumer Cyclical
220
+ 5.81%
$293.94 - $444.72 $64.7K - $97.8K
4K $1.78M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.67K
+ 6.31%
$135.0 - $146.02 $226K - $244K
28.1K $4.1M
SCHP
Schwab Strategic Us Tips ETF

ETFs
16.9K
+ 9.05%
$26.44 - $27.1 $446K - $457K
203K $5.47M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.55K
+ 16.78%
$84.28 - $89.46 $299K - $318K
24.7K $2.2M
AVGO
Broadcom Inc.

Technology
12
+ 0.16%
$264.74 - $369.57 $3.18K - $4.43K
7.37K $2.43M
MBB
Ishares Tr

ETFs
3.2K
+ 12.31%
$92.46 - $95.73 $296K - $306K
29.2K $2.78M
IEMG
Ishares Inc

ETFs
5.82K
+ 9.05%
N/A
70.1K $3.76M
MTB
M&T Bank Corp

Financial Services
1.5K
New
$183.74 - $204.05 $275K - $306K
1.5K $296K
GOOG
Alphabet Inc.

Communication Services
28
+ 0.64%
$175.16 - $255.24 $4.9K - $7.15K
4.39K $1.07M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.61K
+ 53.89%
$48.5 - $50.19 $272K - $282K
16K $802K
PLTR
Palantir Technologies Inc.

Technology
1.5K
New
$130.68 - $186.97 $196K - $280K
1.5K $273K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.23K
+ 16.91%
$134.94 - $145.86 $165K - $179K
8.47K $1.23M
MSFT
Microsoft Corp

Technology
31
+ 0.27%
$491.09 - $535.64 $15.2K - $16.6K
11.3K $5.87M
COP
Conocophillips

Energy
2.63K
New
$91.0 - $98.99 $239K - $260K
2.63K $248K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
4.57K
+ 12.02%
$50.85 - $51.35 $232K - $235K
42.6K $2.18M
IWF
Ishares Russell 1000 Gr ETF

ETFs
498
New
$420.11 - $472.68 $209K - $235K
498 $233K
SONY
Sony Group Corp

Technology
7.93K
New
$23.92 - $30.07 $190K - $239K
7.93K $228K
STX
Seagate Technology Holdings PLC

Technology
965
New
$142.01 - $236.06 $137K - $228K
965 $227K
MRVL
Marvell Technology, Inc.

Technology
2.67K
New
$62.31 - $84.07 $166K - $225K
2.67K $224K
AZN
Astrazeneca PLC

Healthcare
2.93K
New
$68.72 - $82.11 $201K - $241K
2.93K $224K
SE
Sea LTD

Consumer Cyclical
1.22K
New
$146.23 - $196.5 $179K - $240K
1.22K $218K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
5.02K
New
$39.06 - $43.42 $196K - $218K
5.02K $218K
ASML
Asml Holding Nv

Technology
222
New
$689.63 - $968.09 $153K - $215K
222 $214K
TJX
Tjx Companies Inc

Consumer Cyclical
1.46K
New
$121.35 - $144.54 $177K - $211K
1.46K $211K
C
Citigroup Inc

Financial Services
2.05K
New
$85.57 - $103.49 $175K - $212K
2.05K $208K
EIX
Edison International

Utilities
3.78K
New
$50.42 - $56.35 $191K - $213K
3.78K $208K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
486
+ 9.44%
$236.25 - $257.69 $115K - $125K
5.63K $1.44M
PEP
Pepsico Inc

Consumer Defensive
1.47K
New
$133.81 - $152.16 $197K - $224K
1.47K $206K
CAT
Caterpillar Inc

Industrials
430
New
$390.92 - $477.15 $168K - $205K
430 $205K
ORCL
Oracle Corp

Technology
8
+ 0.25%
$218.96 - $328.33 $1.75K - $2.63K
3.23K $908K
VTI
Vanguard Total Stock Market Et

ETFs
310
+ 10.2%
$303.93 - $329.86 $94.2K - $102K
3.35K $1.1M
COF
Capital One Financial Corp

Financial Services
789
+ 55.49%
$207.29 - $229.74 $164K - $181K
2.21K $470K
SAN
Banco Santander, S.A.

Financial Services
13.3K
+ 105.52%
$8.27 - $10.48 $110K - $139K
25.9K $271K
PFE
Pfizer Inc

Healthcare
4.41K
+ 24.46%
$23.29 - $25.88 $103K - $114K
22.5K $572K
EMB
Ishares Tr

ETFs
828
+ 10.05%
$91.52 - $95.59 $75.8K - $79.1K
9.07K $863K
SHBI
Shore Bancshares Inc

Financial Services
3.31K
+ 5.08%
$15.18 - $17.45 $50.2K - $57.7K
68.4K $1.12M
ABBV
Abb Vie Inc.

Healthcare
22
+ 1.08%
$184.85 - $231.54 $4.07K - $5.09K
2.06K $476K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
3.57K
+ 16.34%
$22.89 - $23.7 $81.6K - $84.5K
25.4K $598K
Activity Summary
Buys All Purchases 91 New Holdings 20 Increased Positions 71 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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