Hixon Zuercher, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, Hixon Zuercher, LLC held in its portfolio 88 assets valued at $329,846,913 (i.e. $329.85M).
The most valuable assets in the portfolio included: GOLDMAN SACHS ETF TR ($24.29M), GOLDMAN SACHS ETF TR ($12.30M), and JOHNSON & JOHNSON ($10.25M).
The chart below shows the top 10 valuable assets, and the table below shows the top 88 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Hixon Zuercher, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| GOLDMAN SACHS ETF TR | 565608 | 24287213 | ACTIVEBETA INT |
| GOLDMAN SACHS ETF TR | 92941 | 12302563 | ACTIVEBETA US LG |
| JOHNSON & JOHNSON | 49536 | 10251481 | COM |
| JPMORGAN CHASE & CO. | 30431 | 9805358 | COM |
| JOHN HANCOCK EXCHANGE TRADED | 144855 | 9485083 | MULTIFACTOR MI |
| ISHARES INC | 163120 | 9436483 | EMNG MKTS EQT |
| NVIDIA CORPORATION | 49409 | 9214847 | COM |
| ISHARES TR | 13087 | 8963891 | CORE S&P500 ETF |
| GOLDMAN SACHS GROUP INC | 9460 | 8314928 | COM |
| MICROSOFT CORP | 16659 | 8056682 | COM |
| STRYKER CORPORATION | 22782 | 8007155 | COM |
| APPLE INC | 28899 | 7856451 | COM |
| NEXTERA ENERGY INC | 97537 | 7830293 | COM |
| AMAZON COM INC | 33384 | 7705695 | COM |
| MASTERCARD INCORPORATED | 13139 | 7500549 | CL A |
| EXXON MOBIL CORP | 57019 | 6861607 | COM |
| ALPHABET INC | 21817 | 6828792 | CAP STK CL A |
| WALMART INC | 53953 | 6010941 | COM |
| META PLATFORMS INC | 8848 | 5840549 | CL A |
| LOWES COS INC | 23496 | 5666242 | COM |
| CATERPILLAR INC | 9825 | 5628321 | COM |
| WELLS FARGO CO NEW | 57232 | 5334069 | COM |
| HONEYWELL INTL INC | 27070 | 5281052 | COM |
| ISHARES TR | 47517 | 5233974 | TRUST ISHARE 0-1 |
| ISHARES TR | 57570 | 5017840 | 20 YR TR BD ETF |
| PEPSICO INC | 34725 | 4983799 | COM |
| SCHWAB CHARLES CORP | 49396 | 4935161 | COM |
| BERKSHIRE HATHAWAY INC DEL | 9688 | 4869673 | CL B NEW |
| DELL TECHNOLOGIES INC | 37969 | 4779513 | CL C |
| SALESFORCE INC | 14722 | 3899889 | COM |
| J P MORGAN EXCHANGE TRADED F | 77072 | 3899088 | ULTRA SHRT ETF |
| BANK AMERICA CORP | 70664 | 3886533 | COM |
| BROADCOM INC | 10269 | 3554246 | COM |
| ADVANCED MICRO DEVICES INC | 16111 | 3450332 | COM |
| AMPHENOL CORP NEW | 24277 | 3280845 | CL A |
| COPART INC | 81417 | 3187476 | COM |
| ADOBE INC | 8943 | 3129961 | COM |
| HCA HEALTHCARE INC | 6518 | 3042865 | COM |
| ABBOTT LABS | 23259 | 2914130 | COM |
| DISNEY WALT CO | 24724 | 2812801 | COM |
| BAKER HUGHES COMPANY | 59247 | 2698120 | CL A |
| EDWARDS LIFESCIENCES CORP | 31316 | 2669689 | COM |
| AMDOCS LTD | 32373 | 2606316 | SHS |
| TRANSDIGM GROUP INC | 1954 | 2598089 | COM |
| COSTCO WHSL CORP NEW | 2987 | 2575775 | COM |
| DIGITAL RLTY TR INC | 16188 | 2504452 | COM |
| CROWN HLDGS INC | 23478 | 2417530 | COM |
| PROLOGIS INC. | 18491 | 2360539 | COM |
| GEN DIGITAL INC | 84940 | 2309527 | COM |
| MANHATTAN ASSOCIATES INC | 13245 | 2295491 | COM |
| PROGRESSIVE CORP | 9607 | 2187743 | COM |
| INTERCONTINENTAL EXCHANGE IN | 13186 | 2135587 | COM |
| DOLLAR GEN CORP NEW | 15634 | 2075782 | COM |
| AIR PRODS & CHEMS INC | 8274 | 2043810 | COM |
| STARBUCKS CORP | 24002 | 2021193 | COM |
| NETFLIX INC | 21372 | 2003839 | COM |
| NEW YORK TIMES CO | 28248 | 1960974 | CL A |
| ELI LILLY & CO | 1750 | 1880690 | COM |
| PFIZER INC | 72581 | 1807268 | COM |
| AMERICAN ELEC PWR CO INC | 15301 | 1764310 | COM |
| DEERE & CO | 3725 | 1734224 | COM |
| MCDONALDS CORP | 5364 | 1639411 | COM |
| QUALCOMM INC | 9207 | 1574838 | COM |
| ZOETIS INC | 11828 | 1488247 | CL A |
| TRACTOR SUPPLY CO | 28155 | 1408042 | COM |
| AMERICAN TOWER CORP NEW | 6974 | 1224481 | COM |
| ISHARES TR | 13100 | 1171926 | CORE MSCI EAFE |
| GOLDMAN SACHS ETF TR | 13420 | 1014925 | ACTIVEBETA US |
| CDW CORP | 6878 | 936841 | COM |
| OWENS CORNING NEW | 7881 | 882006 | COM |
| HERSHEY CO | 3882 | 706455 | COM |
| J P MORGAN EXCHANGE TRADED F | 10570 | 605037 | EQUITY PREMIUM |
| VISA INC | 1718 | 602520 | COM CL A |
| ORACLE CORP | 3071 | 598575 | COM |
| INVESCO EXCHANGE TRADED FD T | 2904 | 556290 | S&P500 EQL WGT |
| ABBVIE INC | 2400 | 548376 | COM |
| PROCTER AND GAMBLE CO | 3808 | 545724 | COM |
| VANGUARD INDEX FDS | 1551 | 519917 | TOTAL STK MKT |
| ISHARES TR | 3499 | 493859 | SELECT DIVID ETF |
| ISHARES TR | 4011 | 487825 | CORE HIGH DV ETF |
| ALPHABET INC | 1440 | 451872 | CAP STK CL C |
| ISHARES INC | 6620 | 444996 | CORE MSCI EMKT |
| ISHARES TR | 3656 | 439378 | CORE S&P SCP ETF |
| ISHARES TR | 3790 | 378545 | CORE US AGGBD ET |
| CAMECO CORP | 4000 | 365960 | COM |
| VANGUARD STAR FDS | 3908 | 294844 | VG TL INTL STK F |
| 3M CO | 1600 | 256160 | COM |
| ISHARES TR | 1600 | 210544 | S&P MC 400VL ETF |
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