Hixon Zuercher as of Sept. 30, 2022
Portfolio Holdings for Hixon Zuercher
Hixon Zuercher holds 54 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 6.7 | $10M | 76k | 138.20 | |
| Microsoft Corporation (MSFT) | 4.9 | $7.7M | 33k | 232.91 | |
| Costco Wholesale Corporation (COST) | 4.6 | $7.2M | 15k | 472.25 | |
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 4.0 | $6.3M | 88k | 71.02 | |
| Johnson & Johnson (JNJ) | 3.8 | $6.0M | 36k | 163.36 | |
| Tesla Motors (TSLA) | 3.6 | $5.7M | 21k | 265.26 | |
| Mastercard Incorporated Cl A (MA) | 3.5 | $5.6M | 20k | 284.32 | |
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 3.2 | $5.0M | 201k | 24.75 | |
| Lowe's Companies (LOW) | 3.1 | $4.9M | 26k | 187.83 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.1 | $4.8M | 50k | 95.65 | |
| Amazon (AMZN) | 3.0 | $4.7M | 42k | 113.00 | |
| Wal-Mart Stores (WMT) | 3.0 | $4.7M | 36k | 129.71 | |
| Exxon Mobil Corporation (XOM) | 3.0 | $4.6M | 53k | 87.31 | |
| NVIDIA Corporation (NVDA) | 3.0 | $4.6M | 38k | 121.39 | |
| Pepsi (PEP) | 2.8 | $4.4M | 27k | 163.26 | |
| Nextera Energy (NEE) | 2.6 | $4.1M | 52k | 78.40 | |
| Stryker Corporation (SYK) | 2.4 | $3.8M | 19k | 202.56 | |
| Starbucks Corporation (SBUX) | 2.4 | $3.8M | 45k | 84.26 | |
| JPMorgan Chase & Co. (JPM) | 2.3 | $3.6M | 34k | 104.49 | |
| Goldman Sachs Etf Tr Activebeta Us (GSSC) | 2.2 | $3.4M | 68k | 50.51 | |
| Intercontinental Exchange (ICE) | 2.0 | $3.2M | 36k | 90.34 | |
| Goldman Sachs (GS) | 2.0 | $3.2M | 11k | 293.02 | |
| Honeywell International (HON) | 1.9 | $2.9M | 17k | 166.99 | |
| Edwards Lifesciences (EW) | 1.7 | $2.7M | 32k | 82.63 | |
| Caterpillar (CAT) | 1.6 | $2.6M | 16k | 164.11 | |
| McDonald's Corporation (MCD) | 1.6 | $2.5M | 11k | 230.78 | |
| American Tower Reit (AMT) | 1.6 | $2.5M | 12k | 214.67 | |
| Verizon Communications (VZ) | 1.5 | $2.4M | 64k | 37.96 | |
| Digital Realty Trust (DLR) | 1.5 | $2.4M | 24k | 99.19 | |
| Paypal Holdings (PYPL) | 1.4 | $2.2M | 26k | 86.06 | |
| salesforce (CRM) | 1.4 | $2.1M | 15k | 143.84 | |
| Adobe Systems Incorporated (ADBE) | 1.3 | $2.1M | 7.5k | 275.14 | |
| Meta Platforms Cl A (META) | 1.2 | $1.8M | 14k | 135.67 | |
| Qualcomm (QCOM) | 1.1 | $1.7M | 15k | 112.98 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $1.6M | 6.0k | 266.96 | |
| Air Products & Chemicals (APD) | 1.0 | $1.6M | 6.7k | 232.80 | |
| Pfizer (PFE) | 0.9 | $1.5M | 33k | 43.76 | |
| Gilead Sciences (GILD) | 0.9 | $1.3M | 22k | 61.68 | |
| Prologis (PLD) | 0.8 | $1.3M | 13k | 101.57 | |
| Abbott Laboratories (ABT) | 0.8 | $1.2M | 12k | 96.75 | |
| Oracle Corporation (ORCL) | 0.7 | $1.1M | 18k | 61.08 | |
| MarketAxess Holdings (MKTX) | 0.7 | $1.1M | 4.8k | 222.43 | |
| Illumina (ILMN) | 0.7 | $1.0M | 5.5k | 190.82 | |
| Coinbase Global Com Cl A (COIN) | 0.6 | $887k | 14k | 64.52 | |
| Block Cl A (SQ) | 0.5 | $759k | 14k | 54.98 | |
| Eli Lilly & Co. (LLY) | 0.5 | $719k | 2.2k | 323.29 | |
| Procter & Gamble Company (PG) | 0.4 | $627k | 5.0k | 126.28 | |
| Marathon Petroleum Corp (MPC) | 0.3 | $464k | 4.7k | 99.38 | |
| Walt Disney Company (DIS) | 0.3 | $429k | 4.5k | 94.43 | |
| Deere & Company (DE) | 0.3 | $399k | 1.2k | 333.89 | |
| Abbvie (ABBV) | 0.2 | $349k | 2.6k | 134.23 | |
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $290k | 2.7k | 107.09 | |
| Visa Com Cl A (V) | 0.2 | $287k | 1.6k | 177.60 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $256k | 2.8k | 91.14 |
