The Analysis of Hixon Zuercher, LLC's Holdings
Currently, Hixon Zuercher, LLC holds 88 types of securities in its portfolio with a total value $329.8M. In the most recent quarter, they have increased their positions in IVV (+12.3K shares, valued at $8.4M), WFC (+57.2K shares, valued at $5.3M), CCK (+23.5K shares, valued at $2.4M); decreased their positions in N/A (-8.9K shares, valued at $2.8M), COST (-3.0K shares, valued at $2.6M), AAPL (-6.4K shares, valued at $1.7M); initiated new positions in WFC (+57.2K shares, valued at $5.3M), CCK (+23.5K shares, valued at $2.4M), VTI (+1.6K shares, valued at $519.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
GSIE GOLDMAN SACHS ETF TR565.6K shares-0.41%2025-12-312026-01-26
GSLC GOLDMAN SACHS ETF TR92.9K shares0.43%2025-12-312026-01-26 JNJ JOHNSON & JOHNSON49.5K shares-0.50%2025-12-312026-01-26 JPM JPMORGAN CHASE & CO.30.4K shares0.53%2025-12-312026-01-26 JHMM JOHN HANCOCK EXCHANGE TRADED144.9K shares0.27%2025-12-312026-01-26 EMGF ISHARES INC163.1K shares-0.28%2025-12-312026-01-26 NVDA NVIDIA CORPORATION49.4K shares-3.82%2025-12-312026-01-26 IVV ISHARES TR13.1K shares1628.80%2025-12-312026-01-26 GS GOLDMAN SACHS GROUP INC9.5K shares-1.26%2025-12-312026-01-26 MSFT MICROSOFT CORP16.7K shares-13.01%2025-12-312026-01-26 SYK STRYKER CORPORATION22.8K shares1.25%2025-12-312026-01-26 AAPL APPLE INC28.9K shares-18.06%2025-12-312026-01-26 NEE NEXTERA ENERGY INC97.5K shares0.57%2025-12-312026-01-26 AMZN AMAZON COM INC33.4K shares-3.36%2025-12-312026-01-26 MA MASTERCARD INCORPORATED13.1K shares0.58%2025-12-312026-01-26 XOM EXXON MOBIL CORP57.0K shares-0.05%2025-12-312026-01-26 ALPHABET INC ALPHABET INC21.8K shares-28.90%2025-12-312026-01-26 WMT WALMART INC54.0K shares-0.32%2025-12-312026-01-26 META META PLATFORMS INC8.8K shares4.09%2025-12-312026-01-26 LOW LOWES COS INC23.5K shares1.01%2025-12-312026-01-26 CAT CATERPILLAR INC9.8K shares-8.83%2025-12-312026-01-26 WFC WELLS FARGO CO NEW57.2K sharesnew addition2025-12-312026-01-26 HON HONEYWELL INTL INC27.1K shares3.39%2025-12-312026-01-26 SHV ISHARES TR47.5K shares0.00%2025-12-312026-01-26 TLT ISHARES TR57.6K shares-2.26%2025-12-312026-01-26 PEP PEPSICO INC34.7K shares-4.46%2025-12-312026-01-26 SCHW SCHWAB CHARLES CORP49.4K shares0.72%2025-12-312026-01-26 DELL DELL TECHNOLOGIES INC38.0K shares7.08%2025-12-312026-01-26 CRM SALESFORCE INC14.7K shares2.76%2025-12-312026-01-26 JPST J P MORGAN EXCHANGE TRADED F77.1K shares-0.42%2025-12-312026-01-26 BAC BANK AMERICA CORP70.7K shares-2.67%2025-12-312026-01-26 BROADCOM INC BROADCOM INC10.3K shares-1.82%2025-12-312026-01-26 AMD ADVANCED MICRO DEVICES INC16.1K shares-30.47%2025-12-312026-01-26 APH AMPHENOL CORP NEW24.3K shares-1.87%2025-12-312026-01-26 CPRT COPART INC81.4K shares-13.11%2025-12-312026-01-26 ADBE ADOBE INC8.9K shares-15.66%2025-12-312026-01-26 HCA HCA HEALTHCARE INC6.5K shares4.62%2025-12-312026-01-26 ABT ABBOTT LABS23.3K shares-0.84%2025-12-312026-01-26 DIS DISNEY WALT CO24.7K shares-0.67%2025-12-312026-01-26 BKR BAKER HUGHES COMPANY59.2K shares-2.35%2025-12-312026-01-26 EW EDWARDS LIFESCIENCES CORP31.3K shares3.26%2025-12-312026-01-26 DOX AMDOCS LTD32.4K shares-17.15%2025-12-312026-01-26 TDG TRANSDIGM GROUP INC2.0K shares3.39%2025-12-312026-01-26 COST COSTCO WHSL CORP NEW3.0K shares-50.33%2025-12-312026-01-26 DLR DIGITAL RLTY TR INC16.2K shares3.00%2025-12-312026-01-26 CCK CROWN HLDGS INC23.5K sharesnew addition2025-12-312026-01-26 PLD PROLOGIS INC.18.5K shares-5.53%2025-12-312026-01-26 MANH MANHATTAN ASSOCIATES INC13.2K shares-15.58%2025-12-312026-01-26 PGR PROGRESSIVE CORP9.6K shares-17.47%2025-12-312026-01-26 ICE INTERCONTINENTAL EXCHANGE IN13.2K shares-0.33%2025-12-312026-01-26 DG DOLLAR GEN CORP NEW15.6K shares0.57%2025-12-312026-01-26 APD AIR PRODS & CHEMS INC8.3K shares-2.56%2025-12-312026-01-26 SBUX STARBUCKS CORP24.0K shares-14.46%2025-12-312026-01-26 NFLX NETFLIX INC21.4K shares868.81%2025-12-312026-01-26 NYT NEW YORK TIMES CO28.2K shares-1.53%2025-12-312026-01-26 LLY ELI LILLY & CO1.8K shares-2.18%2025-12-312026-01-26 PFE PFIZER INC72.6K shares-12.04%2025-12-312026-01-26 AEP AMERICAN ELEC PWR CO INC15.3K shares-1.74%2025-12-312026-01-26 DE DEERE & CO3.7K shares-0.80%2025-12-312026-01-26 MCD MCDONALDS CORP5.4K shares-1.22%2025-12-312026-01-26 QCOM QUALCOMM INC9.2K shares-1.63%2025-12-312026-01-26 ZTS ZOETIS INC11.8K shares-23.25%2025-12-312026-01-26 TSCO TRACTOR SUPPLY CO28.2K shares-0.85%2025-12-312026-01-26 AMT AMERICAN TOWER CORP NEW7.0K shares-16.39%2025-12-312026-01-26 IEFA ISHARES TR13.1K shares-2.46%2025-12-312026-01-26 GSSC GOLDMAN SACHS ETF TR13.4K shares-2.39%2025-12-312026-01-26 CDW CDW CORP6.9K shares-14.86%2025-12-312026-01-26 OC OWENS CORNING NEW7.9K shares-15.73%2025-12-312026-01-26 HSY HERSHEY CO3.9K shares-5.75%2025-12-312026-01-26 JEPI J P MORGAN EXCHANGE TRADED F10.6K shares-8.37%2025-12-312026-01-26 V VISA INC1.7K shares-13.71%2025-12-312026-01-26 ORCL ORACLE CORP3.1K shares-66.97%2025-12-312026-01-26 ABBV ABBVIE INC2.4K shares-15.67%2025-12-312026-01-26 PG PROCTER AND GAMBLE CO3.8K shares-14.58%2025-12-312026-01-26 VTI VANGUARD INDEX FDS1.6K sharesnew addition2025-12-312026-01-26 DVY ISHARES TR3.5K shares0.49%2025-12-312026-01-26 HDV ISHARES TR4.0K shares0.45%2025-12-312026-01-26 ALPHABET INC ALPHABET INC1.4K shares-31.91%2025-12-312026-01-26 IEMG ISHARES INC6.6K shares0.00%2025-12-312026-01-26 IJR ISHARES TR3.7K shares0.00%2025-12-312026-01-26 AGG ISHARES TR3.8K sharesnew addition2025-12-312026-01-26 CCJ CAMECO CORP4.0K shares0.00%2025-12-312026-01-26 VXUS VANGUARD STAR FDS3.9K sharesnew addition2025-12-312026-01-26 MMM 3M CO1.6K shares-15.79%2025-12-312026-01-26 IJJ ISHARES TR1.6K shares0.00%2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available