Hoxton Planning & Management, LLC Portfolio Holdings

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.