Hoxton Planning & Management, LLC Reduced Holdings in Q2 2025

Hoxton Planning & Management, LLC

  • $282 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EEM
Ishares Msci Emerging Markets

ETFs
-30.9K
- 58.91%
$38.52 - $48.28 $1.19M - $1.49M
21.6K $1.04M
AAPL
Apple Inc.

Technology
-651
- 2.37%
$172.42 - $223.89 $112K - $146K
26.9K $5.51M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-13.6K
- 4.06%
$45.12 - $46.23 $615K - $630K
322K $14.9M
IWN
Ishares Russell2000 Val ETF

ETFs
-2.99K
- 67.54%
$131.84 - $157.76 $394K - $471K
1.44K $226K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-3.93K
- 41.54%
$89.58 - $95.01 $352K - $373K
5.53K $525K
UNH
Unitedhealth Group Inc

Healthcare
-234
- 19.21%
$274.35 - $599.47 $64.2K - $140K
984 $306K
IAU
Ishares Gold Trust

ETFs
-6.43K
- 30.78%
$56.1 - $64.74 $361K - $416K
14.5K $901K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-7.68K
- 3.96%
$26.18 - $26.93 $201K - $207K
186K $4.97M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.39K
- 18.98%
$272.36 - $339.57 $379K - $472K
5.94K $2.02M
PFE
Pfizer Inc

Healthcare
-6.71K
- 27.11%
$21.59 - $24.84 $145K - $167K
18K $437K
XOM
Exxon Mobil Corp

Energy
-763
- 9.47%
$99.93 - $119.04 $76.2K - $90.8K
7.3K $786K
CVX
Chevron Corp

Energy
-556
- 23.61%
$133.73 - $168.51 $74.4K - $93.7K
1.8K $257K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-3.3K
- 8.36%
$41.1 - $42.37 $136K - $140K
36.2K $1.53M
USXF
Ishares Esg Advanced Msci Usa

Technology
-3.65K
- 34.66%
$41.54 - $53.93 $152K - $197K
6.89K $371K
LLY
Eli Lilly & CO

Healthcare
-70
- 5.28%
$713.71 - $898.95 $50K - $62.9K
1.26K $979K
LYG
Lloyds Banking Group PLC

Financial Services
-30.5K
- 74.08%
$3.32 - $4.29 $101K - $131K
10.7K $45K
MRK
Merck & Co., Inc.

Healthcare
-621
- 19.13%
$73.47 - $87.12 $45.6K - $54.1K
2.63K $207K
VHT
Vanguard Health Care ETF

ETFs
-164
- 7.56%
$236.71 - $261.92 $38.8K - $43K
2K $497K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-840
- 2.74%
$96.84 - $99.46 $81.3K - $83.5K
29.8K $2.95M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.31K
- 11.18%
$48.13 - $49.85 $63.1K - $65.4K
10.4K $510K
VZ
Verizon Communications Inc

Communication Services
-535
- 2.41%
$41.67 - $45.62 $22.3K - $24.4K
21.6K $935K
ABBV
Abb Vie Inc.

Healthcare
-93
- 4.37%
$170.16 - $206.27 $15.8K - $19.2K
2.04K $377K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-1.55K
- 7.2%
$44.68 - $45.96 $69.2K - $71.1K
20K $913K
ACN
Accenture PLC

Technology
-144
- 9.52%
$279.23 - $323.21 $40.2K - $46.5K
1.37K $409K
PG
Procter & Gamble CO

Consumer Defensive
-176
- 6.88%
$157.66 - $172.39 $27.7K - $30.3K
2.38K $379K
GILD
Gilead Sciences, Inc.

Healthcare
-409
- 10.73%
$96.91 - $113.0 $39.6K - $46.2K
3.4K $377K
AJG
Arthur J. Gallagher & Co.

Financial Services
-23
- 1.48%
$310.86 - $348.77 $7.15K - $8.02K
1.53K $491K
JNJ
Johnson & Johnson

Healthcare
-17
- 0.52%
$146.36 - $159.82 $2.49K - $2.72K
3.26K $497K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-884
- 7.73%
$46.41 - $47.7 $41K - $42.2K
10.6K $501K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-844
- 20.07%
$91.62 - $116.16 $77.3K - $98K
3.36K $390K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-1.58K
- 15.92%
$53.69 - $67.27 $84.8K - $106K
8.34K $561K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-369
- 15.92%
$224.16 - $285.86 $82.7K - $105K
1.95K $557K
MCD
Mcdonalds Corp

Consumer Cyclical
-44
- 4.34%
$285.55 - $321.23 $12.6K - $14.1K
969 $283K
UNP
Union Pacific Corp

Industrials
-76
- 3.21%
$208.27 - $238.46 $15.8K - $18.1K
2.29K $527K
BBY
Best Buy CO Inc

Consumer Cyclical
-21
- 0.53%
$56.17 - $75.73 $1.18K - $1.59K
3.91K $262K
LOW
Lowes Companies Inc

Consumer Cyclical
-35
- 2.54%
$210.83 - $235.28 $7.38K - $8.23K
1.34K $297K
TSCO
Tractor Supply CO

Consumer Cyclical
-7
- 0.07%
$47.86 - $55.77 $335 - $390
10.2K $538K
NVO
Novo Nordisk A S

Healthcare
-294
- 7.95%
$58.08 - $81.05 $17.1K - $23.8K
3.4K $234K
GRMN
Garmin LTD

Technology
-39
- 2.68%
$173.63 - $218.07 $6.77K - $8.5K
1.42K $295K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-637
- 17.58%
$59.98 - $74.92 $38.2K - $47.7K
2.99K $222K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-436
- 4.07%
$49.79 - $50.59 $21.7K - $22.1K
10.3K $519K
CVS
Cvs Health Corp

Healthcare
-317
- 6.75%
$60.04 - $70.18 $19K - $22.2K
4.38K $301K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-158
- 7.5%
$105.23 - $109.61 $16.6K - $17.3K
1.95K $213K
VDC
Vanguard Consumer Staples ETF

ETFs
-72
- 7.22%
$204.89 - $224.73 $14.8K - $16.2K
925 $202K
BNDX
Vanguard Total International B

ETFs
-342
- 6.1%
$48.77 - $49.55 $16.7K - $16.9K
5.27K $260K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-258
- 2.71%
$38.18 - $45.52 $9.85K - $11.7K
9.25K $404K
NEE
Nextera Energy Inc

Utilities
-4
- 0.08%
$64.11 - $75.0 $256 - $300
4.72K $327K
VTV
Vanguard Value ETF

ETFs
-191
- 2.49%
$153.67 - $176.74 $29.4K - $33.8K
7.47K $1.32M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-131
- 0.3%
$22.54 - $23.17 $2.95K - $3.04K
43.5K $998K
Activity Summary
Buys All Purchases 99 New Holdings 24 Increased Positions 75 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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