Hoxton Planning & Management, LLC Incresed Positions in Q1 2025

Hoxton Planning & Management, LLC

  • $259 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
149
+ 1.88%
$105.44 - $118.93 $15.7K - $17.7K
8.06K $958K
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.59K
+ 49.22%
$69.82 - $78.67 $111K - $125K
4.81K $338K
SYK
Stryker Corp

Healthcare
19
+ 0.97%
$355.18 - $399.9 $6.75K - $7.6K
1.97K $733K
ISRG
Intuitive Surgical Inc

Healthcare
52
+ 9.89%
$476.63 - $610.45 $24.8K - $31.7K
578 $286K
VTI
Vanguard Total Stock Market Et

ETFs
189
+ 6.54%
$271.18 - $303.12 $51.3K - $57.3K
3.08K $846K
GE
General Electric CO

Industrials
67
+ 6.07%
$168.59 - $212.13 $11.3K - $14.2K
1.17K $234K
GNMA
Ishares Gnma Bond ETF

ETFs
729
+ 8.85%
$42.17 - $44.04 $30.7K - $32.1K
8.96K $393K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
945
+ 3.18%
$95.85 - $99.25 $90.6K - $93.8K
30.6K $3.03M
AVGO
Broadcom Inc.

Technology
316
+ 5.31%
$167.43 - $244.7 $52.9K - $77.3K
6.27K $1.05M
MCD
Mcdonalds Corp

Consumer Cyclical
36
+ 3.68%
$279.74 - $321.29 $10.1K - $11.6K
1.01K $316K
VO
Vanguard Mid Cap ETF

ETFs
56
+ 5.38%
$251.87 - $277.95 $14.1K - $15.6K
1.1K $283K
AMCR
Amcor PLC

Consumer Cyclical
3.36K
+ 23.23%
$9.33 - $10.39 $31.4K - $34.9K
17.8K $173K
FDLO
Fidelity Covington Tr Low Vola

ETFs
119
+ 3.46%
$59.43 - $63.22 $7.07K - $7.52K
3.56K $215K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
212
+ 4.29%
$126.86 - $146.45 $26.9K - $31K
5.15K $654K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
217
+ 4.14%
$49.42 - $50.43 $10.7K - $10.9K
5.46K $273K
Blackrock ETF Trust Ii
2.61K
+ 8.07%
N/A
34.9K $0
FVAL
Fidelity Covington Tr Value Fa

ETFs
150
+ 1.73%
$58.79 - $65.0 $8.82K - $9.75K
8.83K $526K
AXP
American Express CO

Financial Services
8
+ 0.67%
$255.39 - $325.87 $2.04K - $2.61K
1.21K $324K
LQD
Ishares Iboxx $ Investment Gra

ETFs
74
+ 3.64%
$105.1 - $109.61 $7.78K - $8.11K
2.11K $229K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
262
+ 2.17%
$50.82 - $52.7 $13.3K - $13.8K
12.3K $646K
SPGI
S&P Global Inc.

Financial Services
24
+ 1.56%
$478.26 - $543.77 $11.5K - $13.1K
1.57K $795K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
221
+ 6.5%
$63.91 - $70.19 $14.1K - $15.5K
3.62K $243K
VNQ
Vanguard Specialized Funds Van

ETFs
101
+ 3.52%
$85.55 - $94.34 $8.64K - $9.53K
2.97K $269K
USB
Us Bancorp \De\

Financial Services
176
+ 2.67%
$40.92 - $50.9 $7.2K - $8.96K
6.77K $285K
NSC
Norfolk Southern Corp

Industrials
22
+ 0.94%
$227.69 - $259.76 $5.01K - $5.71K
2.37K $561K
TSCO
Tractor Supply CO

Consumer Cyclical
8.14K
+ 394.57%
$51.66 - $57.94 $421K - $472K
10.2K $562K
VBR
Vanguard Small Cap Value ETF

ETFs
7
+ 0.23%
$183.02 - $207.75 $1.28K - $1.45K
3.07K $570K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
203
+ 1.9%
$507.05 - $563.67 $103K - $114K
10.9K $5.59M
NEE
Nextera Energy Inc

Utilities
18
+ 0.38%
$66.96 - $76.16 $1.21K - $1.37K
4.73K $334K
BBY
Best Buy CO Inc

Consumer Cyclical
451
+ 12.96%
$70.3 - $91.1 $31.7K - $41.1K
3.93K $289K
HD
Home Depot, Inc.

Consumer Cyclical
5
+ 0.27%
$347.25 - $424.87 $1.74K - $2.12K
1.88K $687K
EEM
Ishares Msci Emerging Markets

ETFs
674
+ 1.3%
$40.81 - $45.34 $27.5K - $30.6K
52.5K $2.3M
ORCL
Oracle Corp

Technology
9
+ 0.29%
$139.81 - $186.47 $1.26K - $1.68K
3.13K $438K
AMAT
Applied Materials Inc

Technology
4
+ 0.19%
$145.06 - $195.51 $580 - $782
2.06K $298K
NVO
Novo Nordisk A S

Healthcare
18
+ 0.49%
$69.3 - $90.95 $1.25K - $1.64K
3.7K $256K
MSFT
Microsoft Corp

Technology
89
+ 0.81%
$375.39 - $447.2 $33.4K - $39.8K
11.1K $4.16M
Activity Summary
Buys All Purchases 109 New Holdings 22 Increased Positions 87 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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