Hoxton Planning & Management, LLC has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $256 Million distributed in 201 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 $47.3M, Ishares Core Total Usd Bond Ma with a value of $17.5M, Ishares Russell Mid Cap ETF with a value of $8.45M, Nvidia Corp with a value of $7.92M, and Ihares Core 1 5 Years Usd Bond with a value of $6.51M.
Examining the 13F form we can see an increase of $42.3M in the current position value, from $213M to 256M.
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
$256 Million
ETFs: $187 Million
Technology: $26.9 Million
Financial Services: $8.11 Million
Healthcare: $7.43 Million
Communication Services: $6.45 Million
Consumer Cyclical: $5.93 Million
Industrials: $4.02 Million
Consumer Defensive: $3.45 Million
Other: $6.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
