Hixon Zuercher, LLC Portfolio Holdings

Hixon Zuercher, LLC

  • $260 Million
  • Q4 2024

Hixon Zuercher, LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $260 Million distributed in 79 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $9.78M, Jpmorgan Chase & CO with a value of $9.36M, Goldman Sachs ETF Tr Activebet with a value of $8.84M, Caterpillar Inc with a value of $8.3M, and Stryker Corp with a value of $8M.

Examining the 13F form we can see an increase of $5.13M in the current position value, from $254M to 260M.

Below you can find more details about Hixon Zuercher, LLC portfolio as well as his latest detailed transactions.

Portfolio value $260 Million
Technology: $47.4 Million
ETFs: $39.7 Million
Financial Services: $36.7 Million
Healthcare: $25.8 Million
Consumer Cyclical: $24.5 Million
Consumer Defensive: $20.2 Million
Industrials: $19.3 Million
Communication Services: $18 Million
Other: $28.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.59T
$9.78 Million 3.77% of portfolio
39,039
Q4 2024 Reduced 2.07%
$780B
$9.36 Million 3.6% of portfolio
39,028
Q4 2024 Reduced 2.2%
$0
$8.84 Million 3.41% of portfolio
76,763
Q4 2024 Reduced 3.48%
$215B
$8.3 Million 3.2% of portfolio
22,868
Q4 2024 Reduced 1.35%
$149B
$8 Million 3.08% of portfolio
22,216
Q4 2024 Added 0.57%
$2.4T
$7.29 Million 2.81% of portfolio
33,232
Q4 2024 Reduced 2.41%
$417B
$7.27 Million 2.8% of portfolio
7,932
Q4 2024 Reduced 2.78%
$367B
$7.17 Million 2.76% of portfolio
53,384
Q4 2024 Reduced 5.78%
$0
$6.99 Million 2.69% of portfolio
11,877
Q4 2024 New
$383B
$6.96 Million 2.68% of portfolio
48,129
Q4 2024 Reduced 14.69%
$510B
$6.92 Million 2.66% of portfolio
13,137
Q4 2024 Added 1.93%
$255B
$6.82 Million 2.63% of portfolio
75,456
Q4 2024 Reduced 3.39%
$136B
$6.51 Million 2.51% of portfolio
90,855
Q4 2024 Added 0.09%
$3.33T
$6.42 Million 2.47% of portfolio
15,224
Q4 2024 Added 0.24%
$162B
$6.21 Million 2.39% of portfolio
25,152
Q4 2024 Reduced 1.91%
$459B
$5.71 Million 2.2% of portfolio
53,106
Q4 2024 Reduced 0.06%
$1.18T
$5.34 Million 2.06% of portfolio
28,212
Q4 2024 Reduced 1.1%
$218B
$5.32 Million 2.05% of portfolio
9,298
Q4 2024 Reduced 2.47%
$0
$5.23 Million 2.02% of portfolio
166,103
Q4 2024 Reduced 1.89%
$1.43T
$4.85 Million 1.87% of portfolio
8,216
Q4 2024 Reduced 4.56%
$335B
$4.7 Million 1.81% of portfolio
14,056
Q4 2024 Reduced 5.17%
$600B
$4.52 Million 1.74% of portfolio
9,978
Q4 2024 Reduced 2.43%
$0
$4.42 Million 1.7% of portfolio
40,120
Q4 2024 Added 5.17%
$438B
$4.33 Million 1.67% of portfolio
4,854
Q4 2024 Reduced 6.87%
$13.7B
$4.1 Million 1.58% of portfolio
71,366
Q4 2024 Reduced 1.04%
$205B
$3.92 Million 1.51% of portfolio
25,748
Q4 2024 Reduced 8.49%
$149B
$3.7 Million 1.43% of portfolio
50,001
Q4 2024 Added 1.15%
$0
$3.72 Million 1.43% of portfolio
42,555
Q4 2024 Added 1.54%
$0
$3.58 Million 1.38% of portfolio
81,250
Q4 2024 Reduced 19.08%
$10.3B
$3.3 Million 1.27% of portfolio
38,747
Q4 2024 Added 3.11%
$0
$3.06 Million 1.18% of portfolio
60,753
Q4 2024 Added 191.54%
$203B
$3.06 Million 1.18% of portfolio
6,892
Q4 2024 Reduced 8.53%
$86.8B
$3.01 Million 1.16% of portfolio
16,411
Q4 2024 Reduced 10.91%
$52.8B
$2.76 Million 1.06% of portfolio
15,585
Q4 2024 Reduced 4.03%
$216B
$2.61 Million 1.01% of portfolio
23,068
Q4 2024 Added 1.89%
$202B
$2.58 Million 0.99% of portfolio
23,136
Q4 2024 Added 2.27%
$199B
$2.48 Million 0.96% of portfolio
20,564
Q4 2024 Added 4.83%
$0
$2.42 Million 0.93% of portfolio
24,962
Q4 2024 New
$45.7B
$2.39 Million 0.92% of portfolio
58,359
Q4 2024 Added 6.52%
$372B
$2.36 Million 0.91% of portfolio
53,716
Q4 2024 Added 6.64%
$73.2B
$2.36 Million 0.91% of portfolio
1,864
Q4 2024 Reduced 1.69%
$209B
$2.33 Million 0.9% of portfolio
8,027
Q4 2024 Reduced 1.39%
$112B
$2.3 Million 0.88% of portfolio
25,211
Q4 2024 Reduced 5.3%
$71.9B
$2.29 Million 0.88% of portfolio
7,887
Q4 2024 Reduced 0.72%
$503B
$2.21 Million 0.85% of portfolio
13,281
Q4 2024 Reduced 7.66%
$97.3B
$2.13 Million 0.82% of portfolio
9,179
Q4 2024 Reduced 2.65%
$8.5B
$2.02 Million 0.78% of portfolio
8,941
Q4 2024 Reduced 16.41%
$88.1B
$1.89 Million 0.73% of portfolio
12,664
Q4 2024 Reduced 3.03%
$42.6B
$1.86 Million 0.72% of portfolio
25,084
Q4 2024 Reduced 9.17%

Summary

  • Portfolio
  • No. of Stocks 79
  • Current Value $260 Million
  • Prior Value $254 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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