Hixon Zuercher, LLC Portfolio Holdings by Sector
Hixon Zuercher, LLC
- $322 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
GSIE GSLC JHMM EMGF TLT SHV JPST IEFA 17 stocks |
$68,898
21.38% of portfolio
|
14
|
3
|
6
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ADBE DOX ORCL NLOK 5 stocks |
$22,005
6.83% of portfolio
|
3
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AMD AVGO QCOM 4 stocks |
$18,339
5.69% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$14,216
4.41% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK ABT EW 3 stocks |
$13,816
4.29% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ PFE LLY ABBV 4 stocks |
$13,355
4.15% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$13,293
4.13% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST DG 3 stocks |
$12,750
3.96% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS SCHW 2 stocks |
$12,311
3.82% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE AEP 2 stocks |
$9,072
2.82% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$8,980
2.79% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V 2 stocks |
$8,109
2.52% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$7,585
2.35% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$6,858
2.13% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM MANH 2 stocks |
$6,610
2.05% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$6,432
2.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW 1 stocks |
$5,845
1.81% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM 2 stocks |
$5,805
1.8% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS NFLX 2 stocks |
$5,494
1.71% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$5,104
1.58% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
DELL 1 stocks |
$5,027
1.56% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$4,929
1.53% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD PPG 2 stocks |
$4,431
1.38% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
DLR AMT 2 stocks |
$4,321
1.34% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT 1 stocks |
$4,213
1.31% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SBUX MCD 2 stocks |
$4,023
1.25% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH 1 stocks |
$3,061
0.95% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
BKR 1 stocks |
$2,955
0.92% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR 1 stocks |
$2,874
0.89% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA 1 stocks |
$2,655
0.82% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
TDG 1 stocks |
$2,491
0.77% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$2,255
0.7% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD 1 stocks |
$2,241
0.7% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$2,228
0.69% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Information Technology Services | Technology
CDW JKHY 2 stocks |
$1,657
0.51% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Publishing | Communication Services
NYT 1 stocks |
$1,646
0.51% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
TSCO 1 stocks |
$1,614
0.5% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
OC 1 stocks |
$1,322
0.41% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$937
0.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$770
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$684
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Oil & Gas Refining & Marketing | Energy
MPC 1 stocks |
$639
0.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Uranium | Energy
CCJ 1 stocks |
$335
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|