Hixon Zuercher, LLC Top Holdings and 13F Report (2024) About Hixon Zuercher, LLCInvestment ActivityHixon Zuercher, LLC has $255.29 million in total holdings as of September 30, 2024.Hixon Zuercher, LLC owns shares of 76 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 10.23% of the portfolio was purchased this quarter.About 8.96% of the portfolio was sold this quarter.This quarter, Hixon Zuercher, LLC has purchased 64 new stocks and bought additional shares in 23 stocks.Hixon Zuercher, LLC sold shares of 38 stocks and completely divested from 0 stocks this quarter.Largest Holdings Apple $9,288,818Johnson & Johnson $9,142,458Caterpillar $9,066,162Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $8,981,865JPMorgan Chase & Co. $8,414,368 Largest New Holdings this Quarter iShares 20+ Year Treasury Bond ETF $4,111,175 HoldingAmdocs $3,287,498 HoldingHCA Healthcare $2,355,668 HoldingPPG Industries $2,162,145 HoldingManhattan Associates $2,025,373 Holding Largest Purchases this Quarter iShares 20+ Year Treasury Bond ETF 41,908 shares (about $4.11M)Amdocs 37,580 shares (about $3.29M)HCA Healthcare 5,796 shares (about $2.36M)PPG Industries 16,323 shares (about $2.16M)Manhattan Associates 7,198 shares (about $2.03M) Largest Sales this Quarter Starbucks 43,754 shares (about $4.27M)iShares Short Treasury Bond ETF 31,753 shares (about $3.51M)Mastercard 4,336 shares (about $2.14M)Tesla 7,255 shares (about $1.90M)Lowe's Companies 6,069 shares (about $1.64M) Sector Allocation Over TimeMap of 500 Largest Holdings ofHixon Zuercher, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$9,288,818$923,150 ▼-9.0%39,8663.6%Computer and TechnologyJNJJohnson & Johnson$9,142,458$183,938 ▼-2.0%56,4143.6%MedicalCATCaterpillar$9,066,162$188,129 ▼-2.0%23,1803.6%Industrial ProductsGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$8,981,865$123,217 ▲1.4%79,5283.5%ETFJPMJPMorgan Chase & Co.$8,414,368$166,579 ▼-1.9%39,9053.3%FinanceSYKStryker$7,980,595$56,357 ▼-0.7%22,0913.1%MedicalNEENextEra Energy$7,673,126$95,772 ▼-1.2%90,7743.0%UtilitiesCOSTCostco Wholesale$7,232,838$1,274,767 ▼-15.0%8,1592.8%Retail/WholesaleLOWLowe's Companies$6,945,407$1,643,789 ▼-19.1%25,6432.7%Retail/WholesaleNVDANVIDIA$6,880,362$329,227 ▼-4.6%56,6562.7%Computer and TechnologyMSFTMicrosoft$6,535,093$761,646 ▼-10.4%15,1872.6%Computer and TechnologyMAMastercard$6,364,328$2,141,195 ▼-25.2%12,8882.5%Business ServicesAMZNAmazon.com$6,345,095$26,832 ▼-0.4%34,0532.5%Retail/WholesaleWMTWalmart$6,307,154$119,026 ▼-1.9%78,1072.5%Retail/WholesaleXOMExxon Mobil$6,228,954$41,613 ▼-0.7%53,1392.4%Oils/EnergyGSIEGoldman Sachs ActiveBeta International Equity ETF$6,123,445$7,270 ▲0.1%169,2962.4%ETFHONHoneywell International$4,989,153$5,581 ▲0.1%24,1362.0%Multi-Sector ConglomeratesMETAMeta Platforms$4,928,214$77,281 ▼-1.5%8,6091.9%Computer and TechnologyPEPPepsiCo$4,784,760$101,861 ▼-2.1%28,1371.9%Consumer StaplesGOOGLAlphabet$4,730,918$33,668 ▼-0.7%28,5251.9%Computer and TechnologyGSThe Goldman Sachs Group$4,719,884$103,478 ▼-2.1%9,5331.8%FinanceBRK.BBerkshire Hathaway$4,706,412$49,706 ▼-1.0%10,2261.8%FinanceCALFPacer US Small Cap Cash Cows 100 ETF$4,671,007$55,684 ▲1.2%100,4091.8%ETFAMTAmerican Tower$4,283,755$117,210 ▼-2.7%18,4201.7%FinanceSHViShares Short Treasury Bond ETF$4,220,256$3,512,879 ▼-45.4%38,1471.7%ETFTLTiShares 20+ Year Treasury Bond ETF$4,111,175$4,111,175 ▲New Holding41,9081.6%ETFCRMSalesforce$4,057,265$102,643 ▼-2.5%14,8231.6%Computer and TechnologyADBEAdobe$3,901,472$61,616 ▼-1.6%7,5351.5%Computer and TechnologyCPRTCopart$3,779,036$717,670 ▲23.4%72,1191.5%Business ServicesNFLXNetflix$3,696,715$54,614 ▼-1.5%5,2121.4%Consumer DiscretionaryDOXAmdocs$3,287,498$3,287,498 ▲New Holding37,5801.3%Computer and TechnologyAMDAdvanced Micro Devices$3,218,593$198,537 ▼-5.8%19,6161.3%Computer and TechnologySCHWCharles Schwab$3,203,818$40,571 ▲1.3%49,4341.3%FinanceMKTXMarketAxess$2,740,420$143,734 ▼-5.0%10,6961.1%FinanceTDGTransDigm Group$2,705,838$41,387 ▼-1.5%1,8961.1%AerospaceDLRDigital Realty Trust$2,627,957$43,370 ▼-1.6%16,2391.0%FinanceSBUXStarbucks$2,595,379$4,265,578 ▼-62.2%26,6221.0%Retail/WholesaleABTAbbott Laboratories$2,581,300$6,385 ▲0.2%22,6411.0%MedicalMCDMcDonald's$2,478,827$1,640,167 ▼-39.8%8,1401.0%Retail/WholesaleORCLOracle$2,450,863$1,546,209 ▼-38.7%14,3831.0%Computer and TechnologyAPDAir Products and Chemicals$2,365,247$11,910 ▲0.5%7,9440.9%Basic MaterialsHCAHCA Healthcare$2,355,668$2,355,668 ▲New Holding5,7960.9%MedicalPLDPrologis$2,270,767$124,007 ▼-5.2%17,9820.9%FinanceDISWalt Disney$2,176,106$23,470 ▲1.1%22,6230.9%Consumer DiscretionaryPPGPPG Industries$2,162,145$2,162,145 ▲New Holding16,3230.8%Basic MaterialsICEIntercontinental Exchange$2,097,958$128,512 ▼-5.8%13,0600.8%FinanceDEDeere & Company$2,032,397$22,953 ▲1.1%4,8700.8%Industrial ProductsMANHManhattan Associates$2,025,373$2,025,373 ▲New Holding7,1980.8%Computer and TechnologyBACBank of America$1,998,682$1,998,682 ▲New Holding50,3700.8%FinanceBKRBaker Hughes$1,980,478$1,980,478 ▲New Holding54,7850.8%Oils/EnergyPFEPfizer$1,900,143$1,900,143 ▲New Holding65,6580.7%MedicalEWEdwards Lifesciences$1,822,446$20,589 ▲1.1%27,6170.7%MedicalAVGOBroadcom$1,626,503$1,459,005 ▲871.1%9,4290.6%Computer and TechnologyLLYEli Lilly and Company$1,574,052$2,657 ▲0.2%1,7770.6%MedicalAPHAmphenol$1,541,295$601,427 ▼-28.1%23,6540.6%Computer and TechnologyTSCOTractor Supply$1,513,127$23,856 ▲1.6%5,2010.6%Retail/WholesaleCDWCDW$1,411,207$26,251 ▲1.9%6,2360.6%Computer and TechnologyAEPAmerican Electric Power$1,404,594$1,404,594 ▲New Holding13,6900.6%UtilitiesOCOwens Corning$1,319,840$1,319,840 ▲New Holding7,4770.5%ConstructionILMNIllumina$1,214,508$28,169 ▼-2.3%9,3130.5%MedicalQCOMQUALCOMM$1,199,363$47,104 ▲4.1%7,0530.5%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$1,057,371$346,402 ▲48.7%20,8390.4%ETFDGDollar General$939,911$49,896 ▲5.6%11,1140.4%Retail/WholesalePGProcter & Gamble$858,206$17,493 ▼-2.0%4,9550.3%Consumer StaplesNYTNew York Times$695,652$19,707 ▲2.9%12,4960.3%Consumer StaplesHSYHershey$674,874$28,575 ▲4.4%3,5190.3%Consumer StaplesMPCMarathon Petroleum$662,408$43,009 ▲6.9%4,0660.3%Oils/EnergyTSLATesla$569,438$1,897,691 ▼-76.9%2,1770.2%Auto/Tires/TrucksABBVAbbVie$563,216$395 ▲0.1%2,8520.2%MedicalVVisa$547,425$19,246 ▲3.6%1,9910.2%Business ServicesJKHYJack Henry & Associates$440,8200.0%2,4970.2%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$288,983$28,565 ▼-9.0%4,8560.1%ETFDVYiShares Select Dividend ETF$277,7040.0%2,0560.1%ETFHDViShares Core High Dividend ETF$269,8200.0%2,2940.1%ETFMMM3M$246,060$246,060 ▲New Holding1,8000.1%Multi-Sector ConglomeratesZBRAZebra Technologies$222,192$222,192 ▲New Holding6000.1%Industrial ProductsShowing largest 100 holdings. 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