Hixon Zuercher, LLC Top Holdings and 13F Report (2025) About Hixon Zuercher, LLCInvestment ActivityHixon Zuercher, LLC has $328.57 million in total holdings as of September 30, 2025.Hixon Zuercher, LLC owns shares of 87 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 5.41% of the portfolio was purchased this quarter.About 4.39% of the portfolio was sold this quarter.This quarter, Hixon Zuercher, LLC has purchased 78 new stocks and bought additional shares in 44 stocks.Hixon Zuercher, LLC sold shares of 31 stocks and completely divested from 0 stocks this quarter.Largest Holdings Goldman Sachs ActiveBeta International Equity ETF $23,347,285Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $12,056,471Microsoft $9,919,210NVIDIA $9,585,004JPMorgan Chase & Co. $9,548,042 Largest New Holdings this Quarter 668771108 - Genesis Healthcare $3,338,063 Holding46432F842 - iShares Core MSCI EAFE ETF $1,172,552 Holding46137V357 - Invesco S&P 500 Equal Weight ETF $565,703 Holding02079K107 - Alphabet $515,108 Holding464287200 - iShares Core S&P 500 ETF $506,903 Holding Largest Purchases this Quarter Genesis Healthcare 117,579 shares (about $3.34M)iShares Core MSCI EAFE ETF 13,430 shares (about $1.17M)Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 7,504 shares (about $977.62K)PepsiCo 5,763 shares (about $809.37K)Adobe 2,286 shares (about $806.39K) Largest Sales this Quarter Caterpillar 10,631 shares (about $5.07M)Netflix 2,565 shares (about $3.08M)Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF 24,861 shares (about $1.86M)Oracle 4,266 shares (about $1.20M)JPMorgan Chase & Co. 3,760 shares (about $1.19M) 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$23,347,285$539,857 ▲2.4%567,9227.1%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$12,056,471$977,619 ▲8.8%92,5433.7%ETFMSFTMicrosoft$9,919,210$384,317 ▲4.0%19,1513.0%Computer and TechnologyNVDANVIDIA$9,585,004$344,241 ▲3.7%51,3722.9%Computer and TechnologyJPMJPMorgan Chase & Co.$9,548,042$1,186,014 ▼-11.0%30,2702.9%FinanceJHMMJohn Hancock Multifactor Mid Cap ETF$9,345,068$671,095 ▲7.7%144,4592.8%ETFEMGFiShares Emerging Markets Equity Factor ETF$9,255,431$206,121 ▼-2.2%163,5812.8%ETFJNJJohnson & Johnson$9,230,849$105,134 ▼-1.1%49,7832.8%MedicalAAPLApple$8,980,610$539,819 ▲6.4%35,2692.7%Computer and TechnologySYKStryker$8,318,039$85,395 ▼-1.0%22,5012.5%MedicalGSThe Goldman Sachs Group$7,630,167$198,300 ▼-2.5%9,5812.3%FinanceAMZNAmazon.com$7,585,265$262,167 ▲3.6%34,5462.3%Retail/WholesaleGOOGLAlphabet$7,459,063$648,836 ▲9.5%30,6832.3%Computer and TechnologyMAMastercard$7,430,192$43,797 ▼-0.6%13,0632.3%Business ServicesNEENextEra Energy$7,321,343$72,848 ▲1.0%96,9842.2%UtilitiesXOMExxon Mobil$6,432,043$83,322 ▲1.3%57,0472.0%EnergyMETAMeta Platforms$6,242,251$235,737 ▲3.9%8,5001.9%Computer and TechnologyLOWLowe's Companies$5,845,802$57,802 ▼-1.0%23,2611.8%Retail/WholesaleWMTWalmart$5,578,024$98,835 ▼-1.7%54,1241.7%Retail/WholesaleCOSTCostco Wholesale$5,566,477$130,508 ▲2.4%6,0141.7%Retail/WholesaleHONHoneywell International$5,511,465$53,045 ▲1.0%26,1831.7%Multi-Sector ConglomeratesTLTiShares 20+ Year Treasury Bond ETF$5,264,189$356,499 ▲7.3%58,9031.6%ETFSHViShares Short Treasury Bond ETF$5,249,954$412,350 ▲8.5%47,5151.6%ETFCATCaterpillar$5,141,829$5,072,641 ▼-49.7%10,7761.6%IndustrialsPEPPepsiCo$5,104,497$809,366 ▲18.8%36,3461.6%Consumer StaplesDELLDell Technologies$5,027,038$220,169 ▼-4.2%35,4591.5%Computer and TechnologyBRK.BBerkshire Hathaway$4,929,366$68,373 ▼-1.4%9,8051.5%FinanceSCHWCharles Schwab$4,682,241$158,767 ▼-3.3%49,0441.4%FinanceCPRTCopart$4,213,869$221,972 ▲5.6%93,7041.3%Business ServicesJPSTJPMorgan Ultra-Short Income ETF$3,926,179$763,686 ▲24.1%77,3941.2%ETFAMDAdvanced Micro Devices$3,748,674$154,024 ▼-3.9%23,1701.1%Computer and TechnologyBACBank of America$3,745,492$152,397 ▲4.2%72,6011.1%FinanceADBEAdobe$3,740,561$806,387 ▲27.5%10,6041.1%Computer and TechnologyAVGOBroadcom$3,450,637$505,108 ▲17.1%10,4591.1%Computer and TechnologyCRMSalesforce$3,395,211$10,191 ▼-0.3%14,3261.0%Computer and TechnologyGENGenesis Healthcare$3,338,063$3,338,063 ▲New Holding117,5791.0%Business ServicesMANHManhattan Associates$3,215,931$48,580 ▼-1.5%15,6891.0%Computer and TechnologyDOXAmdocs$3,206,043$58,912 ▼-1.8%39,0741.0%Computer and TechnologyABTAbbott Laboratories$3,141,561$45,807 ▲1.5%23,4551.0%MedicalAPHAmphenol$3,061,453$131,175 ▲4.5%24,7390.9%Computer and TechnologyBKRBaker Hughes$2,955,987$3,703 ▼-0.1%60,6730.9%EnergyPGRProgressive$2,874,771$181,757 ▲6.7%11,6410.9%FinanceDISWalt Disney$2,850,092$71,561 ▲2.6%24,8920.9%Consumer DiscretionaryDLRDigital Realty Trust$2,717,162$35,440 ▼-1.3%15,7170.8%FinanceHCAHCA Healthcare$2,655,043$77,137 ▼-2.8%6,2300.8%MedicalNFLXNetflix$2,644,818$3,075,230 ▼-53.8%2,2060.8%Consumer DiscretionaryORCLOracle$2,615,001$1,199,784 ▼-31.5%9,2980.8%Computer and TechnologyTDGTransdigm Group$2,490,624$50,076 ▼-2.0%1,8900.8%AerospaceSBUXStarbucks$2,373,803$9,137 ▼-0.4%28,0590.7%Retail/WholesaleEWEdwards Lifesciences$2,358,609$31,341 ▼-1.3%30,3280.7%MedicalAPDAir Products and Chemicals$2,315,718$40,636 ▲1.8%8,4910.7%Basic MaterialsZTSZoetis$2,255,032$83,108 ▲3.8%15,4120.7%MedicalPLDPrologis$2,241,618$39,166 ▼-1.7%19,5740.7%FinanceICEIntercontinental Exchange$2,228,745$83,395 ▲3.9%13,2290.7%FinancePPGPPG Industries$2,116,326$35,318 ▲1.7%20,1340.6%Basic MaterialsPFEPfizer$2,102,574$28,792 ▼-1.4%82,5190.6%MedicalAEPAmerican Electric Power$1,751,849$20,812 ▲1.2%15,5720.5%UtilitiesDEDeere & Company$1,716,916$11,431 ▼-0.7%3,7550.5%IndustrialsMCDMcDonald's$1,650,022$104,228 ▲6.7%5,4300.5%Retail/WholesaleNYTNew York Times$1,646,569$20,434 ▲1.3%28,6860.5%Consumer StaplesTSCOTractor Supply$1,614,808$21,724 ▲1.4%28,3950.5%Retail/WholesaleDGDollar General$1,606,595$25,424 ▲1.6%15,5450.5%Retail/WholesaleAMTAmerican Tower$1,604,224$39,428 ▲2.5%8,3410.5%FinanceQCOMQUALCOMM$1,557,067$85,173 ▲5.8%9,3600.5%Computer and TechnologyLLYEli Lilly and Company$1,364,8240.0%1,7890.4%MedicalOCOwens Corning$1,322,887$61,533 ▲4.9%9,3520.4%ConstructionCDWCDW$1,286,653$91,426 ▲7.6%8,0780.4%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$1,172,552$1,172,552 ▲New Holding13,4300.4%ETFGSSCGoldman Sachs ActiveBeta U.S. Small Cap Equity ETF$1,029,597$1,861,857 ▼-64.4%13,7480.3%ETFTSLATesla$937,919$445 ▲0.0%2,1090.3%Auto/Tires/TrucksHSYHershey$770,387$4,863 ▲0.6%4,1190.2%Consumer StaplesPGProcter & Gamble$684,972$104,175 ▲17.9%4,4580.2%Consumer StaplesVVisa$679,6880.0%1,9910.2%Business ServicesABBVAbbVie$659,034$8,799 ▼-1.3%2,8460.2%MedicalJEPIJPMorgan Equity Premium Income ETF$658,726$28,322 ▲4.5%11,5360.2%ETFMPCMarathon Petroleum$639,235$230,872 ▼-26.5%3,3170.2%EnergyRSPInvesco S&P 500 Equal Weight ETF$565,703$565,703 ▲New Holding2,9820.2%ETFGOOGAlphabet$515,108$515,108 ▲New Holding2,1150.2%Computer and TechnologyIVViShares Core S&P 500 ETF$506,903$506,903 ▲New Holding7570.2%ETFDVYiShares Select Dividend ETF$494,754$995 ▼-0.2%3,4820.2%ETFHDViShares Core High Dividend ETF$488,963$2,939 ▲0.6%3,9930.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$436,390$436,390 ▲New Holding6,6200.1%ETFIJRiShares Core S&P Small-Cap ETF$434,442$434,442 ▲New Holding3,6560.1%ETFJKHYJack Henry & Associates$371,8780.0%2,4970.1%Computer and TechnologyCCJCameco$335,440$335,440 ▲New Holding4,0000.1%Basic MaterialsMMM3M$294,842$15,518 ▲5.6%1,9000.1%Multi-Sector ConglomeratesIJJiShares S&P Mid-Cap 400 Value ETF$207,552$207,552 ▲New Holding1,6000.1%ETFShowing 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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