Hoxton Planning & Management, LLC has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $282 Million distributed in 209 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $45.6M, Ishares Core Total Usd Bond Ma with a value of $14.9M, Nvidia Corp with a value of $9.93M, Ishares Russell Mid Cap ETF with a value of $8.46M, and Ihares Core 1 5 Years Usd Bond with a value of $7.28M.
Examining the 13F form we can see an increase of $23.5M in the current position value, from $259M to 282M.
Hoxton Planning & Management, LLC is based out at Shepherdstown, WV
Below you can find more details about Hoxton Planning & Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$282 Million
ETFs: $209 Million
Technology: $30.1 Million
Financial Services: $10.4 Million
Communication Services: $7.32 Million
Healthcare: $5.96 Million
Consumer Cyclical: $5.92 Million
Industrials: $4.7 Million
Consumer Defensive: $3.32 Million
Other: $4.82 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
