Hixon Zuercher, LLC Top Holdings and 13F Report (2024) About Hixon Zuercher, LLCInvestment ActivityHixon Zuercher, LLC has $283.64 million in total holdings as of September 30, 2024.Hixon Zuercher, LLC owns shares of 80 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 17.66% of the portfolio was purchased this quarter.About 7.37% of the portfolio was sold this quarter.This quarter, Hixon Zuercher, LLC has purchased 79 new stocks and bought additional shares in 59 stocks.Hixon Zuercher, LLC sold shares of 11 stocks and completely divested from 5 stocks this quarter.Largest Holdings Goldman Sachs ActiveBeta International Equity ETF $19,576,236Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $9,916,780JPMorgan Chase & Co. $9,569,130Stryker $8,420,381Johnson & Johnson $8,266,966 Largest New Holdings this Quarter 46434G889 - iShares Emerging Markets Equity Factor ETF $7,710,186 Holding47804J206 - John Hancock Multifactor Mid Cap ETF $7,026,470 Holding381430602 - Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF $2,977,090 Holding24703L202 - Dell Technologies $2,607,809 Holding743315103 - Progressive $2,292,947 Holding Largest Purchases this Quarter Goldman Sachs ActiveBeta International Equity ETF 383,020 shares (about $13.65M)iShares Emerging Markets Equity Factor ETF 164,818 shares (about $7.71M)John Hancock Multifactor Mid Cap ETF 122,626 shares (about $7.03M)Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF 46,935 shares (about $2.98M)Dell Technologies 28,610 shares (about $2.61M) Largest Sales this Quarter Costco Wholesale 2,114 shares (about $2.00M)American Tower 8,352 shares (about $1.82M)Walmart 20,281 shares (about $1.78M)Apple 6,216 shares (about $1.38M)NVIDIA 2,952 shares (about $319.94K) 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 PortfolioSectorGSIEGoldman Sachs ActiveBeta International Equity ETF$19,576,236$13,654,664 ▲230.6%549,1236.9%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$9,916,780$1,466,706 ▲17.4%90,0873.5%ETFJPMJPMorgan Chase & Co.$9,569,130$4,415 ▼0.0%39,0103.4%FinanceSYKStryker$8,420,381$150,391 ▲1.8%22,6203.0%MedicalJNJJohnson & Johnson$8,266,966$285,245 ▲3.6%49,8492.9%MedicalCATCaterpillar$7,729,009$187,000 ▲2.5%23,4352.7%IndustrialsEMGFiShares Emerging Markets Equity Factor ETF$7,710,186$7,710,186 ▲New Holding164,8182.7%ETFAAPLApple$7,290,951$1,380,756 ▼-15.9%32,8232.6%Computer and TechnologyMAMastercard$7,252,371$51,525 ▲0.7%13,2312.6%Business ServicesJHMMJohn Hancock Multifactor Mid Cap ETF$7,026,470$7,026,470 ▲New Holding122,6262.5%ETFNEENextEra Energy$6,708,390$267,681 ▲4.2%94,6312.4%UtilitiesXOMExxon Mobil$6,612,361$296,491 ▲4.7%55,5992.3%EnergyAMZNAmazon.com$6,330,902$8,181 ▲0.1%33,2752.2%Retail/WholesaleMSFTMicrosoft$6,117,045$402,047 ▲7.0%16,2952.2%Computer and TechnologyLOWLowe's Companies$6,037,970$171,660 ▲2.9%25,8882.1%Retail/WholesaleCOSTCostco Wholesale$5,502,558$1,999,383 ▼-26.7%5,8181.9%Retail/WholesaleNVDANVIDIA$5,465,821$319,938 ▼-5.5%50,4321.9%Computer and TechnologyHONHoneywell International$5,331,219$194,810 ▲3.8%25,1771.9%Multi-Sector ConglomeratesGSThe Goldman Sachs Group$5,326,216$246,918 ▲4.9%9,7501.9%FinanceBRK.BBerkshire Hathaway$5,318,081$4,260 ▲0.1%9,9861.9%FinanceWMTWalmart$4,843,807$1,780,467 ▼-26.9%55,1751.7%Retail/WholesaleTLTiShares 20+ Year Treasury Bond ETF$4,766,600$892,822 ▲23.0%52,3631.7%ETFSHViShares Short Treasury Bond ETF$4,746,986$315,361 ▲7.1%42,9751.7%ETFMETAMeta Platforms$4,746,179$10,951 ▲0.2%8,2351.7%Computer and TechnologyNFLXNetflix$4,494,795$31,706 ▼-0.7%4,8201.6%Consumer DiscretionaryPEPPepsiCo$4,493,489$632,888 ▲16.4%29,9691.6%Consumer StaplesGOOGLAlphabet$4,420,042$57,371 ▲1.3%28,5831.6%Computer and TechnologyCPRTCopart$4,144,369$105,767 ▲2.6%73,2351.5%Business ServicesSCHWCharles Schwab$3,970,664$56,596 ▲1.4%50,7241.4%FinanceCRMSalesforce$3,835,135$63,065 ▲1.7%14,2911.4%Computer and TechnologyDOXAmdocs$3,646,511$101,198 ▲2.9%39,8531.3%Computer and TechnologyADBEAdobe$3,129,221$485,932 ▲18.4%8,1591.1%Computer and TechnologyABTAbbott Laboratories$3,067,644$7,694 ▲0.3%23,1261.1%MedicalJPSTJPMorgan Ultra-Short Income ETF$2,992,768$83,134 ▼-2.7%59,1111.1%ETFGSSCGoldman Sachs ActiveBeta U.S. Small Cap Equity ETF$2,977,090$2,977,090 ▲New Holding46,9351.0%ETFBACBank of America$2,857,308$615,729 ▲27.5%68,4711.0%FinanceSBUXStarbucks$2,738,226$265,240 ▲10.7%27,9151.0%Retail/WholesaleTDGTransDigm Group$2,665,600$87,147 ▲3.4%1,9270.9%AerospaceDELLDell Technologies$2,607,809$2,607,809 ▲New Holding28,6100.9%Computer and TechnologyBKRBaker Hughes$2,605,018$40,127 ▲1.6%59,2720.9%EnergyMCDMcDonald's$2,512,148$4,686 ▲0.2%8,0420.9%Retail/WholesaleAMDAdvanced Micro Devices$2,428,876$316,131 ▲15.0%23,6410.9%Computer and TechnologyAPDAir Products and Chemicals$2,406,758$80,805 ▲3.5%8,1610.8%Basic MaterialsDISWalt Disney$2,365,747$82,217 ▲3.6%23,9690.8%Consumer DiscretionaryMKTXMarketAxess$2,310,721$376,249 ▲19.4%10,6800.8%FinancePGRProgressive$2,292,947$2,292,947 ▲New Holding8,1020.8%FinanceDLRDigital Realty Trust$2,285,285$52,156 ▲2.3%15,9490.8%FinanceHCAHCA Healthcare$2,223,168$526,594 ▲31.0%6,4340.8%MedicalEWEdwards Lifesciences$2,211,002$392,914 ▲21.6%30,5050.8%MedicalICEIntercontinental Exchange$2,190,583$6,038 ▲0.3%12,6990.8%FinancePLDPrologis$2,165,346$457,216 ▲26.8%19,3700.8%FinancePPGPPG Industries$2,136,269$443,744 ▲26.2%19,5360.8%Basic MaterialsPFEPfizer$2,047,045$373,842 ▲22.3%80,7830.7%MedicalORCLOracle$1,894,303$37,469 ▲2.0%13,5490.7%Computer and TechnologyDEDeere & Company$1,773,584$22,997 ▲1.3%3,7790.6%IndustrialsAMTAmerican Tower$1,753,700$1,817,459 ▼-50.9%8,0590.6%FinanceAEPAmerican Electric Power$1,658,068$37,261 ▲2.3%15,1740.6%UtilitiesAPHAmphenol$1,574,893$51,161 ▲3.4%24,0110.6%Computer and TechnologyAVGOBroadcom$1,528,309$8,539 ▼-0.6%9,1280.5%Computer and TechnologyTSCOTractor Supply$1,507,764$58,957 ▲4.1%27,3640.5%Retail/WholesaleZTSZoetis$1,479,051$1,479,051 ▲New Holding8,9830.5%MedicalLLYEli Lilly and Company$1,477,316$9,909 ▲0.7%1,7890.5%MedicalMANHManhattan Associates$1,444,365$288,112 ▲24.9%8,3470.5%Computer and TechnologyDGDollar General$1,377,434$473,770 ▲52.4%15,6650.5%Retail/WholesaleQCOMQUALCOMM$1,298,431$167,430 ▲14.8%8,4530.5%Computer and TechnologyOCOwens Corning$1,223,110$67,697 ▲5.9%8,5640.4%ConstructionCDWCDW$1,147,382$269,378 ▲30.7%7,1600.4%Computer and TechnologyPGProcter & Gamble$844,4310.0%4,9550.3%Consumer StaplesILMNIllumina$749,366$23,564 ▲3.2%9,4450.3%MedicalVVisa$697,7660.0%1,9910.2%Business ServicesHSYHershey$683,800$91,504 ▲15.4%3,9980.2%Consumer StaplesNYTNew York Times$680,542$33,181 ▲5.1%13,7210.2%Consumer StaplesMPCMarathon Petroleum$657,480$49,096 ▲8.1%4,5130.2%EnergyABBVAbbVie$603,769$628 ▲0.1%2,8820.2%MedicalJEPIJPMorgan Equity Premium Income ETF$572,428$73,711 ▲14.8%10,0180.2%ETFTSLATesla$546,504$1,814 ▲0.3%2,1090.2%Auto/Tires/TrucksHDViShares Core High Dividend ETF$461,992$21,440 ▼-4.4%3,8140.2%ETFJKHYJack Henry & Associates$455,9520.0%2,4970.2%Computer and TechnologyDVYiShares Select Dividend ETF$445,018$24,037 ▼-5.1%3,3140.2%ETFMMM3M$264,3480.0%1,8000.1%Multi-Sector ConglomeratesIVViShares Core S&P 500 ETF$0$6,992,021 ▼-100.0%00.0%ETFCALFPacer US Small Cap Cash Cows ETF$0$3,575,814 ▼-100.0%00.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$0$2,418,818 ▼-100.0%00.0%FinanceZBRAZebra Technologies$0$231,732 ▼-100.0%00.0%IndustrialsGOOGAlphabet$0$205,675 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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