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 $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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