Hoxton Planning & Management, LLC Purchases in Q3 2024

Hoxton Planning & Management, LLC

  • $256 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ACN
Accenture PLC

Technology
511
+ 37.57%
$295.44 - $355.81 $151K - $182K
1.87K $661K
VEA
Vanguard Ftse Developed Market

ETFs
4.72K
New
$47.6 - $53.31 $224K - $251K
4.72K $249K
TSLA
Tesla, Inc.

Consumer Cyclical
169
+ 5.29%
$191.76 - $263.26 $32.4K - $44.5K
3.36K $879K
O
Realty Income Corp

Real Estate
3.9K
New
$52.36 - $63.42 $204K - $247K
3.9K $247K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
3.4K
New
$64.83 - $72.82 $221K - $248K
3.4K $245K
VDE
Vanguard Energy ETF

ETFs
1.99K
New
$117.44 - $131.06 $233K - $260K
1.99K $243K
TROW
Price T Rowe Group Inc

Financial Services
2.23K
New
$101.71 - $120.75 $227K - $269K
2.23K $242K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
3.83K
New
$62.4 - $62.4 $239K - $239K
3.83K $238K
XLC
Select Sector Spdr Tr Communic

ETFs
2.62K
New
$82.16 - $90.4 $215K - $237K
2.62K $236K
IIPR
Innovative Industrial Properties Inc

Real Estate
1.73K
New
$107.56 - $136.78 $186K - $237K
1.73K $233K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.03K
New
$106.11 - $113.72 $216K - $231K
2.03K $229K
ABT
Abbott Laboratories

Healthcare
1.97K
New
$100.07 - $118.13 $197K - $233K
1.97K $224K
CB
Chubb LTD

Financial Services
767
New
$252.51 - $292.2 $194K - $224K
767 $221K
CRM
Salesforce, Inc.

Technology
811
New
$238.42 - $276.53 $193K - $224K
811 $221K
TFC
Truist Financial Corp

Financial Services
4.14K
+ 41.69%
$38.22 - $44.94 $158K - $186K
14.1K $601K
XLI
Industrial Sector Spdr

ETFs
1.56K
New
$120.56 - $135.44 $188K - $211K
1.56K $211K
FDLO
Fidelity Covington Tr Low Vola

ETFs
3.44K
New
$56.38 - $61.35 $194K - $211K
3.44K $211K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.5K
New
$127.29 - $141.5 $191K - $213K
1.5K $209K
GE
General Electric CO

Industrials
1.1K
New
$156.66 - $189.66 $173K - $209K
1.1K $207K
MS
Morgan Stanley

Financial Services
1.98K
New
$92.07 - $106.96 $182K - $212K
1.98K $206K
VBK
Vanguard Small Cap Growth ETF

ETFs
763
New
$240.48 - $267.94 $183K - $204K
763 $204K
BLK
Black Rock Inc.

Financial Services
71
+ 8.44%
$782.27 - $949.51 $55.5K - $67.4K
912 $865K
JNJ
Johnson & Johnson

Healthcare
969
+ 38.88%
$145.48 - $167.38 $141K - $162K
3.46K $560K
EMB
Ishares Tr

ETFs
1.83K
+ 39.53%
$87.75 - $93.74 $160K - $171K
6.45K $603K
ADP
Automatic Data Processing Inc

Industrials
315
+ 11.22%
$233.44 - $279.45 $73.5K - $88K
3.12K $864K
MBB
Ishares Tr

ETFs
684
+ 2.38%
$90.85 - $96.66 $62.1K - $66.1K
29.5K $2.82M
JPM
Jpmorgan Chase & CO

Financial Services
659
+ 22.19%
$194.9 - $224.8 $128K - $148K
3.63K $764K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
138
+ 7.66%
$405.19 - $478.57 $55.9K - $66K
1.94K $892K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.5K
+ 3.32%
$45.2 - $47.87 $67.6K - $71.6K
46.5K $2.21M
CSCO
Cisco Systems, Inc.

Technology
2.21K
+ 34.75%
$44.74 - $53.22 $98.7K - $117K
8.55K $455K
LLY
Eli Lilly & CO

Healthcare
197
+ 16.97%
$772.14 - $960.02 $152K - $189K
1.36K $1.2M
HD
Home Depot, Inc.

Consumer Cyclical
93
+ 5.23%
$333.64 - $405.2 $31K - $37.7K
1.87K $758K
IEV
Ishares Tr Europe ETF

ETFs
1.92K
+ 19.7%
$53.25 - $58.78 $102K - $113K
11.7K $680K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.16K
+ 46.79%
$100.75 - $111.62 $117K - $129K
3.64K $397K
VZ
Verizon Communications Inc

Communication Services
1.17K
+ 4.95%
$38.89 - $45.0 $45.5K - $52.7K
24.8K $1.11M
SPGI
S&P Global Inc.

Financial Services
55
+ 3.7%
$446.32 - $527.38 $24.5K - $29K
1.54K $796K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.15K
+ 10.0%
$57.32 - $62.65 $65.9K - $72K
12.7K $788K
ABBV
Abb Vie Inc.

Healthcare
338
+ 22.65%
$163.84 - $199.33 $55.4K - $67.4K
1.83K $361K
COST
Costco Wholesale Corp

Consumer Defensive
56
+ 3.67%
$801.83 - $917.05 $44.9K - $51.4K
1.58K $1.4M
XOM
Exxon Mobil Corp

Energy
768
+ 10.75%
$109.72 - $119.0 $84.3K - $91.4K
7.91K $927K
WMT
Walmart Inc.

Consumer Defensive
458
+ 9.33%
$66.91 - $81.4 $30.6K - $37.3K
5.37K $433K
MA
Mastercard Inc

Financial Services
32
+ 1.97%
$429.6 - $500.99 $13.7K - $16K
1.66K $818K
OKE
Oneok Inc

Energy
609
+ 15.54%
$78.62 - $95.27 $47.9K - $58K
4.53K $412K
GILD
Gilead Sciences, Inc.

Healthcare
480
+ 14.12%
$66.59 - $83.99 $32K - $40.3K
3.88K $325K
AMGN
Amgen Inc

Healthcare
262
+ 35.6%
$309.38 - $337.38 $81.1K - $88.4K
998 $321K
AVGO
Broadcom Inc.

Technology
5.37K
+ 912.76%
$136.27 - $1745.86 $731K - $9.37M
5.96K $1.03M
CVX
Chevron Corp

Energy
638
+ 42.59%
$137.88 - $161.97 $88K - $103K
2.14K $314K
NDAQ
Nasdaq, Inc.

Financial Services
7
+ 0.11%
$59.48 - $74.31 $416 - $520
6.24K $455K
BBY
Best Buy CO Inc

Consumer Cyclical
124
+ 3.69%
$80.23 - $103.29 $9.95K - $12.8K
3.48K $359K
Activity Summary
Buys All Purchases 142 New Holdings 49 Increased Positions 93 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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