Hoxton Planning & Management, LLC Portfolio Holdings
Hoxton Planning & Management, LLC
- $300 Million
- Q3 2025
Hoxton Planning & Management, LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $300 Million distributed in 217 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 $48.9M, Ishares Core Total Usd Bond Ma with a value of $14.5M, Nvidia Corp with a value of $11.7M, Ishares Russell Mid Cap ETF with a value of $8.52M, and Spdr S&P 500 ETF Trust with a value of $7.02M.
Examining the 13F form we can see an increase of $17.8M in the current position value, from $282M to 300M.
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.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 217
- Current Value $300 Million
- Prior Value $282 Million
- Filing
- Period Q3 2025
- Filing Date October 27, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 20 stocks
- Additional Purchases 71 stocks
- Sold out of 0 stocks
- Reduced holdings in 110 stocks