Hoxton Planning & Management, LLC Incresed Positions 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
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
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
8.07K
+ 35.16%
$76.16 - $78.59 $615K - $634K
31K $2.42M
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
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
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
IAGG
Ishares Tr Core Intl Aggregate

ETFs
4.57K
+ 12.02%
$50.85 - $51.35 $232K - $235K
42.6K $2.18M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
486
+ 9.44%
$236.25 - $257.69 $115K - $125K
5.63K $1.44M
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
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
144
+ 14.77%
$224.68 - $282.71 $32.4K - $40.7K
1.12K $312K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
3.57K
+ 16.34%
$22.89 - $23.7 $81.6K - $84.5K
25.4K $598K
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
IGF
Ishares Global Infrastructure

ETFs
493
+ 5.93%
$58.29 - $61.43 $28.7K - $30.3K
8.8K $538K
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
AMZN
Amazon Com Inc

Consumer Cyclical
159
+ 1.41%
$211.65 - $238.24 $33.7K - $37.9K
11.5K $2.51M
TROW
Price T Rowe Group Inc

Financial Services
210
+ 8.0%
$98.67 - $111.52 $20.7K - $23.4K
2.83K $290K
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
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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