Hoxton Planning & Management, LLC Portfolio Holdings

Hoxton Planning & Management, LLC

  • $282 Million
  • Q2 2025

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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$315M
$1.02 Million 0.36% of portfolio
65,130
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 209
  • Current Value $282 Million
  • Prior Value $259 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 24 stocks
  • Additional Purchases 75 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 96 stocks
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