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
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
144
+ 14.77%
$224.68 - $282.71 $32.4K - $40.7K
1.12K $312K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
67
+ 3.44%
$284.45 - $324.95 $19.1K - $21.8K
2.02K $645K
PK
Park Hotels & Resorts Inc.

Real Estate
6.8K
+ 52.22%
$10.17 - $12.13 $69.1K - $82.5K
19.8K $219K
BND
Vanguard Bd Index Fd Inc Total

ETFs
950
+ 16.5%
$72.57 - $74.72 $68.9K - $71K
6.71K $498K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
703
+ 26.35%
$102.4 - $103.88 $72K - $73K
3.37K $348K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
383
+ 4.59%
$67.21 - $72.65 $25.7K - $27.8K
8.72K $632K
GE
General Electric CO

Industrials
49
+ 4.14%
$244.75 - $305.63 $12K - $15K
1.23K $371K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.45K
+ 5.63%
$22.64 - $23.22 $55.4K - $56.8K
45.9K $1.06M
DSI
Ishares Msci Kld 400 Social Et

ETFs
166
+ 4.94%
$115.96 - $125.95 $19.2K - $20.9K
3.53K $444K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
34
+ 0.64%
$108.46 - $120.63 $3.69K - $4.1K
5.34K $633K
MRK
Merck & Co., Inc.

Healthcare
395
+ 15.05%
$77.6 - $87.37 $30.7K - $34.5K
3.02K $253K
BX
Blackstone Inc.

Financial Services
26
+ 1.64%
$152.77 - $188.68 $3.97K - $4.91K
1.61K $275K
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.81K
+ 31.21%
$48.34 - $67.22 $87.4K - $122K
7.61K $372K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
659
+ 6.25%
$46.86 - $48.27 $30.9K - $31.8K
11.2K $538K
TROW
Price T Rowe Group Inc

Financial Services
210
+ 8.0%
$98.67 - $111.52 $20.7K - $23.4K
2.83K $290K
AMZN
Amazon Com Inc

Consumer Cyclical
159
+ 1.41%
$211.65 - $238.24 $33.7K - $37.9K
11.5K $2.51M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2
+ 0.1%
$459.11 - $506.91 $918 - $1.01K
1.98K $993K
USB
Us Bancorp \De\

Financial Services
234
+ 3.45%
$43.94 - $50.41 $10.3K - $11.8K
7.02K $339K
WMT
Walmart Inc.

Consumer Defensive
23
+ 0.44%
$94.4 - $104.27 $2.17K - $2.4K
5.24K $539K
VZ
Verizon Communications Inc

Communication Services
202
+ 0.93%
$40.84 - $45.06 $8.25K - $9.1K
21.8K $959K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
32
+ 2.12%
$131.47 - $143.64 $4.21K - $4.6K
1.54K $218K
UNP
Union Pacific Corp

Industrials
12
+ 0.52%
$214.91 - $237.16 $2.58K - $2.85K
2.31K $544K
T
At&T Inc.

Communication Services
785
+ 8.37%
$26.94 - $29.62 $21.1K - $23.3K
10.2K $287K
OKE
Oneok Inc

Energy
684
+ 14.97%
$71.36 - $83.47 $48.8K - $57.1K
5.25K $383K
META
Meta Platforms, Inc.

Communication Services
24
+ 0.76%
$695.21 - $791.73 $16.7K - $19K
3.19K $2.34M
TT
Trane Technologies PLC

Industrials
19
+ 4.12%
$398.96 - $472.54 $7.58K - $8.98K
480 $202K
Ge Vernova Inc
334
New
N/A
334 $0
Arista Networks Inc
1.64K
New
N/A
1.64K $0
Lam Research Corp
14
+ 0.32%
N/A
4.4K $0
Blackrock ETF Trust Ii
5.12K
+ 14.51%
N/A
40.4K $0
Blackrock ETF Trust
2.2K
+ 3.8%
N/A
60.2K $0
Natwest Group PLC
10.1K
New
N/A
10.1K $0
Blackrock ETF Trust
33.3K
+ 121.52%
N/A
60.7K $0
CME
Cme Group Inc.

Financial Services
12
+ 1.02%
$258.83 - $287.1 $3.11K - $3.45K
1.19K $321K
LLY
Eli Lilly & CO

Healthcare
12
+ 0.96%
$625.65 - $812.69 $7.51K - $9.75K
1.27K $967K
SAP
Sap Se

Technology
95
+ 8.55%
$252.42 - $311.93 $24K - $29.6K
1.21K $322K
AJG
Arthur J. Gallagher & Co.

Financial Services
6
+ 0.39%
$284.17 - $319.49 $1.71K - $1.92K
1.54K $476K
UPS
United Parcel Service Inc

Industrials
478
+ 14.36%
$82.58 - $105.54 $39.5K - $50.4K
3.81K $317K
CRM
Salesforce, Inc.

Technology
11
+ 1.03%
$231.66 - $273.65 $2.55K - $3.01K
1.08K $255K
COST
Costco Wholesale Corp

Consumer Defensive
19
+ 1.29%
$915.95 - $994.57 $17.4K - $18.9K
1.49K $1.38M
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
Track This Portfolio

Track Hoxton Planning & Management, LLC Portfolio

Follow Hoxton Planning & Management, 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 Hoxton Planning & Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hoxton Planning & Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email