Hixon Zuercher, LLC Top Holdings and 13F Report (2026) About Hixon Zuercher, LLCInvestment ActivityHixon Zuercher, LLC has $346.76 million in total holdings as of September 30, 2026.Hixon Zuercher, LLC owns shares of 92 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 13.34% of the portfolio was purchased this quarter.About 12.27% of the portfolio was sold this quarter.This quarter, Hixon Zuercher, LLC has purchased 88 new stocks and bought additional shares in 36 stocks.Hixon Zuercher, LLC sold shares of 38 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares U.S. Equity Factor ETF $18,637,368Goldman Sachs ActiveBeta International Equity ETF $16,286,115NVIDIA $13,009,427Microsoft $12,686,849Johnson & Johnson $12,265,642 Largest New Holdings this Quarter 46434V282 - iShares U.S. Equity Factor ETF $18,637,368 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $10,750,172 Holding03831W108 - APPLOVIN CORP $2,480,563 Holding127387108 - Cadence Design Systems $1,815,192 Holding989207105 - Zebra Technologies $223,986 Holding Largest Purchases this Quarter iShares U.S. Equity Factor ETF 239,401 shares (about $18.64M)EXXONMOBIL HOLDINGS CORP 66,053 shares (about $10.75M)Eli Lilly and Company 3,134 shares (about $3.63M)APPLOVIN CORP 8,541 shares (about $2.48M)Amphenol 23,157 shares (about $1.95M) Largest Sales this Quarter Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 86,576 shares (about $12.56M)Goldman Sachs ActiveBeta International Equity ETF 171,226 shares (about $7.85M)John Hancock Multifactor Mid Cap ETF 63,201 shares (about $4.52M)HCA Healthcare 5,689 shares (about $2.43M)NextEra Energy 28,972 shares (about $2.19M) 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 PortfolioSectorLRGFiShares U.S. Equity Factor ETF$18,637,368$18,637,368 ▲New Holding239,4015.4%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$16,286,115$7,848,994 ▼-32.5%355,2824.7%ETFNVDANVIDIA$13,009,427$31,516 ▼-0.2%56,9643.8%TechnologyMSFTMicrosoft$12,686,849$1,435,066 ▲12.8%24,7363.7%TechnologyJNJJohnson & Johnson$12,265,642$193,260 ▼-1.6%46,3313.5%HealthcareEXXONMOBIL HOLDINGS CORP$10,750,172$10,750,172 ▲New Holding66,0533.1%COM SHSEMGFiShares Emerging Markets Equity Factor ETF$10,019,499$750,958 ▼-7.0%140,0542.9%ETFJPMJPMorgan Chase & Co.$9,755,378$86,676 ▼-0.9%29,4882.8%FinanceAAPLApple$9,271,309$116,890 ▼-1.2%27,8402.7%TechnologyAMZNAmazon.com$9,174,524$30,147 ▼-0.3%36,8232.6%Consumer DiscretionaryAMDAdvanced Micro Devices$9,148,259$425,173 ▼-4.4%14,9542.6%TechnologyGOOGLAlphabet$8,996,229$569,791 ▼-6.0%26,1462.6%Communication ServicesGSThe Goldman Sachs Group$7,932,195$142,257 ▼-1.8%8,8102.3%FinanceDELLDell Technologies$7,316,923$126,961 ▼-1.7%13,6012.1%TechnologyMAMastercard$7,211,815$60,112 ▼-0.8%13,0772.1%FinanceISHARES TR$7,060,475$1,611,333 ▲29.6%64,0002.0%TRUST ISHARE 0-1METAMeta Platforms$6,853,998$858,653 ▼-11.1%9,4512.0%Communication ServicesJHMMJohn Hancock Multifactor Mid Cap ETF$6,408,373$4,518,851 ▼-41.4%89,6281.8%ETFSYKStryker$5,785,981$566,756 ▼-8.9%21,0101.7%HealthcareLLYEli Lilly and Company$5,668,535$3,626,289 ▲177.6%4,8991.6%HealthcareSCHWCharles Schwab$5,500,596$750,152 ▲15.8%56,2781.6%FinanceARISTA NETWORKS INC$5,498,559$653,320 ▲13.5%27,0081.6%COM SHSWALMART INC$5,402,418$6,755 ▲0.1%51,9861.6%COMNEENextEra Energy$5,127,677$2,194,341 ▼-30.0%67,7011.5%UtilitiesCATCaterpillar$5,025,888$29,998 ▲0.6%6,1991.4%IndustrialsUNPUnion Pacific$4,325,147$31,022 ▲0.7%15,8941.2%IndustrialsTLTiShares 20+ Year Treasury Bond ETF$4,178,650$710,753 ▼-14.5%53,7241.2%ETFAPHAmphenol$3,951,693$1,952,116 ▲97.6%46,8771.1%TechnologyPEPPepsiCo$3,921,990$599,513 ▼-13.3%30,9501.1%Consumer StaplesBACBank of America$3,909,521$50,565 ▼-1.3%71,8271.1%FinanceCRMSalesforce$3,851,983$49,587 ▼-1.3%16,7791.1%TechnologyLOWLowe's Companies$3,848,915$29,671 ▲0.8%20,8851.1%Consumer DiscretionaryMANHManhattan Associates$3,792,587$112,862 ▼-2.9%19,0871.1%TechnologyAVGOBroadcom$3,572,508$7,726 ▼-0.2%10,1731.0%TechnologyBRK.BBerkshire Hathaway$3,495,609$16,432 ▼-0.5%7,0201.0%FinanceAPDAir Products and Chemicals$3,442,451$970,441 ▲39.3%12,3731.0%MaterialsBKRBaker Hughes$3,420,448$30,964 ▲0.9%62,3031.0%EnergyCPRTCopart$3,337,272$33,609 ▲1.0%122,3341.0%IndustrialsPGRProgressive$3,178,339$53,694 ▲1.7%15,3310.9%FinanceADBEAdobe$2,951,742$32,152 ▼-1.1%12,3020.9%TechnologyCCKCrown$2,918,501$46,802 ▲1.6%27,6870.8%MaterialsDISWalt Disney$2,803,927$39,337 ▲1.4%26,7300.8%Communication ServicesJPSTJPMorgan Ultra-Short Income ETF$2,789,987$1,174,424 ▼-29.6%55,3900.8%ETFDLRDigital Realty Trust$2,733,364$527 ▲0.0%15,5720.8%Real EstateCOSTCostco Wholesale$2,680,268$5,463 ▲0.2%2,9440.8%Consumer StaplesSBUXStarbucks$2,651,413$4,604 ▲0.2%28,2190.8%Consumer DiscretionaryEWEdwards Lifesciences$2,635,868$3,453 ▲0.1%30,5360.8%HealthcareGEN DIGITAL INC$2,567,963$33,889 ▼-1.3%116,6200.7%COMAPPLOVIN CORP$2,480,563$2,480,563 ▲New Holding8,5410.7%COM CL ADEDeere & Company$2,426,510$47,012 ▼-1.9%3,6130.7%IndustrialsPLDPrologis$2,333,386$22,333 ▼-0.9%17,9710.7%Real EstateTDGTransdigm Group$2,322,903$7,577 ▲0.3%2,1460.7%IndustrialsABTAbbott Laboratories$2,308,437$19,074 ▼-0.8%23,3580.7%HealthcareNYTNew York Times$2,140,261$64,656 ▲3.1%33,5990.6%Communication ServicesICEIntercontinental Exchange$2,108,428$24,172 ▲1.2%13,8690.6%FinanceDGDollar General$1,918,743$14,588 ▼-0.8%16,0460.6%Consumer StaplesWFCWells Fargo & Company$1,869,500$292,104 ▼-13.5%23,3540.5%FinanceCDNSCadence Design Systems$1,815,192$1,815,192 ▲New Holding5,4980.5%TechnologyAEPAmerican Electric Power$1,812,230$6,169 ▲0.3%15,2750.5%UtilitiesQCOMQualcomm$1,722,470$1,840 ▲0.1%9,3590.5%TechnologyGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$1,475,051$12,556,934 ▼-89.5%10,1700.4%ETFZTSZoetis$1,468,390$19,413 ▲1.3%21,0280.4%HealthcareAMTAmerican Tower$1,467,548$25,209 ▲1.7%8,9650.4%Real EstateOCOwens Corning$1,444,963$6,771 ▲0.5%12,3780.4%IndustrialsTSCOTractor Supply$1,386,394$26,471 ▲1.9%44,3080.4%Consumer DiscretionaryMCDMcDonald's$1,338,657$25,401 ▲1.9%5,7970.4%Consumer DiscretionaryGSSCGoldman Sachs ActiveBeta U.S. Small Cap Equity ETF$1,337,028$198,491 ▲17.4%15,5870.4%ETFIEFAiShares Core MSCI EAFE ETF$1,269,1280.0%13,1000.4%ETFHONEYWELL INTL INC$1,211,921$1,899 ▲0.2%5,7450.3%COMMPCMarathon Petroleum$1,095,003$155,808 ▼-12.5%2,7690.3%EnergyCDWCDW$1,057,213$6,536 ▼-0.6%8,2490.3%TechnologyHONEYWELL AEROSPACE INC$894,177$5,269 ▲0.6%5,7700.3%COMVVisa$697,4600.0%1,9410.2%FinanceABBVAbbVie$686,7890.0%2,6250.2%HealthcareHSYHershey$662,239$1,891 ▼-0.3%4,2020.2%Consumer StaplesRSPInvesco S&P 500 Equal Weight ETF$604,0900.0%2,9040.2%ETFIVViShares Core S&P 500 ETF$554,4750.0%7240.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$537,2790.0%6,6200.2%ETFIJRiShares Core S&P Small-Cap ETF$497,3620.0%3,6560.1%ETFGOOGAlphabet$496,799$6,133 ▲1.3%1,4580.1%Communication ServicesGOLDMAN SACHS ETF TR$454,529$105,076 ▲30.1%8,1410.1%S&P 500 PREMIUMPGProcter & Gamble$429,738$217,920 ▼-33.6%2,9580.1%Consumer StaplesFIDELITY GREENWOOD STREET TR$407,032$108,520 ▲36.4%13,7090.1%YIEL ENH EQU ETFCCJCameco$346,6800.0%4,0000.1%EnergyMMM3M$311,8850.0%1,9000.1%IndustrialsJEPIJPMorgan Equity Premium Income ETF$303,896$92,603 ▼-23.4%5,4050.1%ETFHCAHCA Healthcare$243,242$2,427,726 ▼-90.9%5700.1%HealthcareZBRAZebra Technologies$223,986$223,986 ▲New Holding6000.1%TechnologyIJJiShares S&P Mid-Cap 400 Value ETF$220,3360.0%1,6000.1%ETFWELLWelltower$219,6490.0%9540.1%Real EstateSDEMGlobal X MSCI SuperDividend Emerging Markets ETF$204,555$204,555 ▲New Holding6,2070.1%ETFFIRST TR EXCHANGE-TRADED FD$201,106$201,106 ▲New Holding9,3280.1%FT VEST SMIDDOXAmdocs$0$2,071,556 ▼-100.0%00.0%TechnologyPFEPfizer$0$2,023,130 ▼-100.0%00.0%HealthcareNFLXNetflix$0$1,272,277 ▼-100.0%00.0%Communication ServicesShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
