Hoxton Planning & Management, LLC Reduced Holdings in Q1 2025

Hoxton Planning & Management, LLC

  • $259 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MPW
Medical Properties Trust Inc

Real Estate
-13.5K
- 43.1%
$3.83 - $6.21 $51.9K - $84.1K
17.9K $107K
AVEM
American Centy ETF Tr Avantis

ETFs
-191
- 1.38%
$57.11 - $62.4 $10.9K - $11.9K
13.6K $820K
QCOM
Qualcomm Inc

Technology
-76
- 2.11%
$151.94 - $175.86 $11.5K - $13.4K
3.52K $541K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-288
- 2.28%
$57.21 - $65.8 $16.5K - $19K
12.4K $721K
UPS
United Parcel Service Inc

Industrials
-53
- 2.81%
$109.66 - $136.26 $5.81K - $7.22K
1.84K $201K
GD
General Dynamics Corp

Industrials
-42
- 3.04%
$241.94 - $272.58 $10.2K - $11.4K
1.34K $365K
JHMM
John Hancock Multifactor Mid C

ETFs
-574
- 13.28%
$55.69 - $63.12 $32K - $36.2K
3.75K $214K
BX
Blackstone Inc.

Financial Services
-152
- 8.73%
$136.53 - $186.74 $20.8K - $28.4K
1.59K $222K
TFC
Truist Financial Corp

Financial Services
-498
- 3.54%
$39.48 - $48.15 $19.7K - $24K
13.6K $558K
VTV
Vanguard Value ETF

ETFs
-153
- 1.96%
$167.73 - $179.21 $25.7K - $27.4K
7.66K $1.32M
ACWI
Ishares Msci Acwi ETF

ETFs
-233
- 7.2%
$115.16 - $124.13 $26.8K - $28.9K
3K $349K
UNP
Union Pacific Corp

Industrials
-55
- 2.27%
$225.21 - $254.42 $12.4K - $14K
2.37K $559K
VEA
Vanguard Ftse Developed Market

ETFs
-395
- 8.38%
$47.4 - $52.99 $18.7K - $20.9K
4.32K $219K
TSLA
Tesla, Inc.

Consumer Cyclical
-77
- 2.29%
$222.15 - $428.22 $17.1K - $33K
3.29K $851K
KO
Coca Cola CO

Consumer Defensive
-350
- 6.89%
$60.81 - $72.32 $21.3K - $25.3K
4.73K $338K
STE
Steris PLC

Healthcare
-3
- 0.19%
$202.46 - $232.74 $607 - $698
1.58K $356K
AMGN
Amgen Inc

Healthcare
-30
- 3.01%
$258.59 - $327.36 $7.76K - $9.82K
968 $301K
JNJ
Johnson & Johnson

Healthcare
-187
- 5.4%
$142.06 - $167.7 $26.6K - $31.4K
3.27K $542K
FQAL
Fidelity Covington Tr Quality

ETFs
-159
- 2.36%
$63.12 - $69.13 $10K - $11K
6.58K $422K
INTU
Intuit Inc

Technology
-8
- 0.61%
$555.63 - $630.23 $4.45K - $5.04K
1.3K $799K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-228
- 2.09%
$49.6 - $50.28 $11.3K - $11.5K
10.7K $538K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-81
- 1.37%
$51.52 - $52.37 $4.17K - $4.24K
5.82K $304K
MS
Morgan Stanley

Financial Services
-243
- 12.26%
$111.68 - $141.08 $27.1K - $34.3K
1.74K $202K
CB
Chubb LTD

Financial Services
-44
- 5.74%
$257.71 - $301.99 $11.3K - $13.3K
723 $218K
WMT
Walmart Inc.

Consumer Defensive
-452
- 8.42%
$84.5 - $105.05 $38.2K - $47.5K
4.92K $431K
Linde PLC
-76
- 7.72%
N/A
909 $0
RTX
Raytheon Technologies Corp

Industrials
-192
- 8.28%
$114.1 - $135.66 $21.9K - $26K
2.13K $281K
NDAQ
Nasdaq, Inc.

Financial Services
-125
- 2.0%
$72.17 - $83.76 $9.02K - $10.5K
6.11K $463K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-37
- 0.39%
$41.61 - $44.72 $1.54K - $1.65K
9.51K $411K
COST
Costco Wholesale Corp

Consumer Defensive
-70
- 4.43%
$890.62 - $1076.86 $62.3K - $75.4K
1.51K $1.43M
ABT
Abbott Laboratories

Healthcare
-49
- 2.49%
$111.1 - $140.22 $5.44K - $6.87K
1.92K $254K
SAP
Sap Se

Technology
-52
- 4.19%
$241.4 - $293.69 $12.6K - $15.3K
1.19K $319K
GRMN
Garmin LTD

Technology
-75
- 4.9%
$204.55 - $241.93 $15.3K - $18.1K
1.46K $316K
CSCO
Cisco Systems, Inc.

Technology
-192
- 2.25%
$58.74 - $64.87 $11.3K - $12.5K
8.36K $515K
ADP
Automatic Data Processing Inc

Industrials
-31
- 0.99%
$286.85 - $318.64 $8.89K - $9.88K
3.09K $944K
KMI
Kinder Morgan, Inc.

Energy
-728
- 4.23%
$26.1 - $31.22 $19K - $22.7K
16.5K $470K
GILD
Gilead Sciences, Inc.

Healthcare
-67
- 1.73%
$89.14 - $117.41 $5.97K - $7.87K
3.81K $427K
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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