Hixon Zuercher, LLC Top Holdings and 13F Report (2024) About Hixon Zuercher, LLCInvestment ActivityHixon Zuercher, LLC has $259.89 million in total holdings as of September 30, 2024.Hixon Zuercher, LLC owns shares of 79 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 5.70% of the portfolio was purchased this quarter.About 3.52% of the portfolio was sold this quarter.This quarter, Hixon Zuercher, LLC has purchased 76 new stocks and bought additional shares in 26 stocks.Hixon Zuercher, LLC sold shares of 44 stocks and completely divested from 0 stocks this quarter.Largest Holdings Apple $9,776,106JPMorgan Chase & Co. $9,355,402Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $8,841,546Caterpillar $8,295,414Stryker $7,998,691 Largest New Holdings this Quarter iShares Core S&P 500 ETF $6,992,021 HoldingiShares Core U.S. Aggregate Bond ETF $2,418,818 HoldingAlphabet $205,675 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 11,877 shares (about $6.99M)iShares Core U.S. Aggregate Bond ETF 24,962 shares (about $2.42M)JPMorgan Ultra-Short Income ETF 39,914 shares (about $2.01M)Tractor Supply 21,093 shares (about $1.12M)JPMorgan Equity Premium Income ETF 3,872 shares (about $222.77K) Largest Sales this Quarter Johnson & Johnson 8,285 shares (about $1.20M)Pacer US Small Cap Cash Cows 100 ETF 19,159 shares (about $843.19K)Deere & Company 1,140 shares (about $482.95K)NVIDIA 3,272 shares (about $439.40K)MarketAxess 1,755 shares (about $396.71K) 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$9,776,106$207,096 ▼-2.1%39,0393.8%Computer and TechnologyJPMJPMorgan Chase & Co.$9,355,402$210,226 ▼-2.2%39,0283.6%FinanceGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$8,841,546$318,472 ▼-3.5%76,7633.4%ETFCATCaterpillar$8,295,414$113,179 ▼-1.3%22,8683.2%Industrial ProductsSYKStryker$7,998,691$45,005 ▲0.6%22,2163.1%MedicalAMZNAmazon.com$7,290,768$180,119 ▼-2.4%33,2322.8%Retail/WholesaleCOSTCostco Wholesale$7,267,585$207,986 ▼-2.8%7,9322.8%Retail/WholesaleNVDANVIDIA$7,168,990$439,400 ▼-5.8%53,3842.8%Computer and TechnologyIVViShares Core S&P 500 ETF$6,992,021$6,992,021 ▲New Holding11,8772.7%ETFJNJJohnson & Johnson$6,960,425$1,198,178 ▼-14.7%48,1292.7%MedicalMAMastercard$6,917,567$131,116 ▲1.9%13,1372.7%Business ServicesWMTWalmart$6,817,466$239,518 ▼-3.4%75,4562.6%Retail/WholesaleNEENextEra Energy$6,513,410$5,807 ▲0.1%90,8552.5%UtilitiesMSFTMicrosoft$6,417,029$15,596 ▲0.2%15,2242.5%Computer and TechnologyLOWLowe's Companies$6,207,390$121,176 ▼-1.9%25,1522.4%Retail/WholesaleXOMExxon Mobil$5,712,559$3,550 ▼-0.1%53,1062.2%Oils/EnergyGSIEGoldman Sachs ActiveBeta International Equity ETF$5,537,880$106,455 ▼-1.9%166,1032.1%ETFHONHoneywell International$5,479,414$27,333 ▲0.5%24,2572.1%Multi-Sector ConglomeratesGOOGLAlphabet$5,340,588$59,252 ▼-1.1%28,2122.1%Computer and TechnologyGSThe Goldman Sachs Group$5,323,936$134,559 ▼-2.5%9,2982.0%FinanceMETAMeta Platforms$4,810,781$230,116 ▼-4.6%8,2161.9%Computer and TechnologyCRMSalesforce$4,699,458$256,437 ▼-5.2%14,0561.8%Computer and TechnologyBRK.BBerkshire Hathaway$4,522,802$112,413 ▼-2.4%9,9781.7%FinanceSHViShares Short Treasury Bond ETF$4,417,607$217,247 ▲5.2%40,1201.7%ETFNFLXNetflix$4,326,467$319,093 ▼-6.9%4,8541.7%Consumer DiscretionaryCPRTCopart$4,095,666$43,214 ▼-1.0%71,3661.6%Business ServicesPEPPepsiCo$3,915,297$363,277 ▼-8.5%25,7481.5%Consumer StaplesTLTiShares 20+ Year Treasury Bond ETF$3,716,295$56,502 ▲1.5%42,5551.4%ETFSCHWCharles Schwab$3,700,537$41,963 ▲1.1%50,0011.4%FinanceCALFPacer US Small Cap Cash Cows 100 ETF$3,575,814$843,188 ▼-19.1%81,2501.4%ETFDOXAmdocs$3,298,920$99,358 ▲3.1%38,7471.3%Computer and TechnologyADBEAdobe$3,064,512$285,908 ▼-8.5%6,8921.2%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$3,060,144$2,010,478 ▲191.5%60,7531.2%ETFAMTAmerican Tower$3,009,850$368,459 ▼-10.9%16,4111.2%FinanceDLRDigital Realty Trust$2,763,688$115,974 ▼-4.0%15,5851.1%FinanceABTAbbott Laboratories$2,609,165$48,297 ▲1.9%23,0681.0%MedicalDISWalt Disney$2,576,194$57,123 ▲2.3%23,1361.0%Consumer DiscretionaryAMDAdvanced Micro Devices$2,483,865$114,506 ▲4.8%20,5641.0%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$2,418,818$2,418,818 ▲New Holding24,9620.9%FinanceBKRBaker Hughes$2,393,886$146,605 ▲6.5%58,3590.9%Oils/EnergyTDGTransDigm Group$2,362,210$40,553 ▼-1.7%1,8640.9%AerospaceBACBank of America$2,360,813$147,056 ▲6.6%53,7160.9%FinanceMCDMcDonald's$2,327,080$32,759 ▼-1.4%8,0270.9%Retail/WholesaleSBUXStarbucks$2,300,504$128,754 ▼-5.3%25,2110.9%Retail/WholesaleAPDAir Products and Chemicals$2,287,545$16,532 ▼-0.7%7,8870.9%Basic MaterialsORCLOracle$2,213,063$183,630 ▼-7.7%13,2810.9%Computer and TechnologyAVGOBroadcom$2,127,948$57,957 ▼-2.7%9,1790.8%Computer and TechnologyMKTXMarketAxess$2,021,072$396,710 ▼-16.4%8,9410.8%FinanceICEIntercontinental Exchange$1,887,047$59,007 ▼-3.0%12,6640.7%FinanceEWEdwards Lifesciences$1,856,969$187,518 ▼-9.2%25,0840.7%MedicalPPGPPG Industries$1,848,787$100,932 ▼-5.2%15,4780.7%Basic MaterialsMANHManhattan Associates$1,805,609$139,433 ▼-7.2%6,6820.7%Computer and TechnologyPFEPfizer$1,751,776$9,869 ▲0.6%66,0300.7%MedicalPLDPrologis$1,615,117$285,605 ▼-15.0%15,2800.6%FinanceAPHAmphenol$1,613,393$29,377 ▼-1.8%23,2310.6%Computer and TechnologyDEDeere & Company$1,580,189$482,953 ▼-23.4%3,7300.6%Industrial ProductsHCAHCA Healthcare$1,473,641$265,916 ▼-15.3%4,9100.6%MedicalTSCOTractor Supply$1,395,153$1,119,189 ▲405.6%26,2940.5%Retail/WholesaleOCOwens Corning$1,377,804$104,400 ▲8.2%8,0900.5%ConstructionLLYEli Lilly and Company$1,371,6150.0%1,7770.5%MedicalAEPAmerican Electric Power$1,368,001$105,415 ▲8.3%14,8330.5%UtilitiesILMNIllumina$1,222,380$22,048 ▼-1.8%9,1480.5%MedicalQCOMQUALCOMM$1,131,029$47,619 ▲4.4%7,3630.4%Computer and TechnologyCDWCDW$953,512$131,741 ▼-12.1%5,4790.4%Computer and TechnologyTSLATesla$849,024$30,293 ▼-3.4%2,1020.3%Auto/Tires/TrucksPGProcter & Gamble$830,7060.0%4,9550.3%Consumer StaplesDGDollar General$779,202$63,461 ▼-7.5%10,2770.3%Retail/WholesaleNYTNew York Times$679,357$28,940 ▲4.4%13,0520.3%Consumer StaplesVVisa$629,2360.0%1,9910.2%Business ServicesHSYHershey$586,459$9,484 ▼-1.6%3,4630.2%Consumer StaplesMPCMarathon Petroleum$582,506$15,344 ▲2.7%4,1760.2%Oils/EnergyABBVAbbVie$511,653$4,798 ▲0.9%2,8790.2%MedicalJEPIJPMorgan Equity Premium Income ETF$502,142$222,765 ▲79.7%8,7280.2%ETFDVYiShares Select Dividend ETF$458,647$188,685 ▲69.9%3,4930.2%ETFHDViShares Core High Dividend ETF$448,021$190,502 ▲74.0%3,9910.2%ETFJKHYJack Henry & Associates$437,7240.0%2,4970.2%Computer and TechnologyMMM3M$232,3620.0%1,8000.1%Multi-Sector ConglomeratesZBRAZebra Technologies$231,7320.0%6000.1%Industrial ProductsGOOGAlphabet$205,675$205,675 ▲New Holding1,0800.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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