Hixon Zuercher, LLC Portfolio Holdings

Hixon Zuercher, LLC

  • $254 Million
  • Q3 2024

Hixon Zuercher, LLC has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $254 Million distributed in 76 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $9.28M, Johnson & Johnson with a value of $9.14M, Caterpillar Inc with a value of $9.07M, Goldman Sachs ETF Tr Activebet with a value of $8.98M, and Jpmorgan Chase & CO with a value of $8.41M.

Examining the 13F form we can see an increase of $17.6M in the current position value, from $237M to 254M.

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

Portfolio value $254 Million
Technology: $48.1 Million
Financial Services: $34.8 Million
ETFs: $29.2 Million
Healthcare: $29.1 Million
Consumer Cyclical: $24.2 Million
Consumer Defensive: $20.8 Million
Industrials: $20.4 Million
Communication Services: $16.2 Million
Other: $31.7 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.62T
$9.28 Million 3.65% of portfolio
39,866
Q3 2024 Reduced 9.04%
$418B
$9.14 Million 3.59% of portfolio
56,414
Q3 2024 Reduced 1.97%
$651B
$8.41 Million 3.31% of portfolio
39,905
Q3 2024 Reduced 1.94%
$387B
$7.23 Million 2.84% of portfolio
8,159
Q3 2024 Reduced 14.98%
$331B
$6.88 Million 2.7% of portfolio
56,656
Q3 2024 Reduced 4.57%
$3.03T
$6.53 Million 2.57% of portfolio
15,187
Q3 2024 Reduced 10.44%
$477B
$6.36 Million 2.5% of portfolio
12,888
Q3 2024 Reduced 25.17%
$1.9T
$6.35 Million 2.49% of portfolio
34,053
Q3 2024 Reduced 0.42%
$222B
$6.31 Million 2.48% of portfolio
78,107
Q3 2024 Reduced 1.85%
$487B
$6.23 Million 2.45% of portfolio
53,139
Q3 2024 Reduced 0.66%
$1.27T
$4.93 Million 1.94% of portfolio
8,609
Q3 2024 Reduced 1.54%
$229B
$4.78 Million 1.88% of portfolio
28,137
Q3 2024 Reduced 2.08%
$1.03T
$4.73 Million 1.86% of portfolio
28,525
Q3 2024 Reduced 0.71%
$587B
$4.71 Million 1.85% of portfolio
10,226
Q3 2024 Reduced 1.05%
$291B
$4.06 Million 1.59% of portfolio
14,823
Q3 2024 Reduced 2.47%
$222B
$3.9 Million 1.53% of portfolio
7,535
Q3 2024 Reduced 1.55%
$233B
$3.22 Million 1.26% of portfolio
19,616
Q3 2024 Reduced 5.81%
$215B
$2.48 Million 0.97% of portfolio
8,140
Q3 2024 Reduced 39.82%
$453B
$2.45 Million 0.96% of portfolio
14,383
Q3 2024 Reduced 38.68%
$336B
$2 Million 0.79% of portfolio
50,370
Q3 2024 New
$788B
$1.57 Million 0.62% of portfolio
1,777
Q3 2024 Added 0.17%
$391B
$857,000 0.34% of portfolio
4,955
Q3 2024 Reduced 2.0%
$789B
$569,000 0.22% of portfolio
2,177
Q3 2024 Reduced 76.92%
$360B
$563,000 0.22% of portfolio
2,852
Q3 2024 Added 0.07%
$474B
$547,000 0.21% of portfolio
1,991
Q3 2024 Added 3.64%

Summary

  • Portfolio
  • No. of Stocks 76
  • Current Value $254 Million
  • Prior Value $237 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 30, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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