Hixon Zuercher, LLC Portfolio Holdings by Sector
Hixon Zuercher, LLC
- $260 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
GSLC IVV GSIE SHV TLT CALF JPST AGG 11 stocks |
$39,659
15.28% of portfolio
|
8
|
3
|
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT DOX ADBE ORCL 4 stocks |
$14,991
5.78% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT DG 3 stocks |
$14,863
5.73% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AMD AVGO QCOM 4 stocks |
$12,910
4.97% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK ABT EW 3 stocks |
$12,463
4.8% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$11,715
4.51% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS SCHW MKTX 3 stocks |
$11,045
4.25% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ PFE LLY ABBV 4 stocks |
$10,593
4.08% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$10,391
4.0% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$9,875
3.8% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$9,776
3.77% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE AEP 2 stocks |
$7,881
3.04% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V 2 stocks |
$7,546
2.91% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$7,290
2.81% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$6,902
2.66% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM MANH 2 stocks |
$6,504
2.51% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW 1 stocks |
$6,207
2.39% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT DLR 2 stocks |
$5,772
2.22% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$5,712
2.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM 2 stocks |
$5,711
2.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX 2 stocks |
$4,623
1.78% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$4,522
1.74% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD PPG 2 stocks |
$4,135
1.59% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT 1 stocks |
$4,095
1.58% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$3,915
1.51% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
BKR 1 stocks |
$2,393
0.92% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
TDG 1 stocks |
$2,362
0.91% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$1,887
0.73% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
REIT—Industrial | Real Estate
PLD 1 stocks |
$1,615
0.62% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH 1 stocks |
$1,613
0.62% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA 1 stocks |
$1,473
0.57% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
TSCO 1 stocks |
$1,395
0.54% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
CDW JKHY 2 stocks |
$1,390
0.54% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
OC 1 stocks |
$1,377
0.53% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
ILMN 1 stocks |
$1,222
0.47% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$848
0.33% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$830
0.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Publishing | Communication Services
NYT 1 stocks |
$679
0.26% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$586
0.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
MPC 1 stocks |
$582
0.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
ZBRA 1 stocks |
$231
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|