Hixon Zuercher, LLC Top Holdings and 13F Report (2026) About Hixon Zuercher, LLCInvestment ActivityHixon Zuercher, LLC has $321.14 million in total holdings as of March 31, 2026.Hixon Zuercher, LLC owns shares of 85 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 3.54% of the portfolio was purchased this quarter.About 5.06% of the portfolio was sold this quarter.This quarter, Hixon Zuercher, LLC has purchased 88 new stocks and bought additional shares in 40 stocks.Hixon Zuercher, LLC sold shares of 30 stocks and completely divested from 6 stocks this quarter.Largest Holdings Goldman Sachs ActiveBeta International Equity ETF $21,891,897Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $11,847,763Johnson & Johnson $11,717,999John Hancock Multifactor Mid Cap ETF $9,906,185ExxonMobil $9,500,920 Largest New Holdings this Quarter 38149W622 - GOLDMAN SACHS ETF TR $507,067 Holding31624J729 - FIDELITY GREENWOOD STREET TR $462,567 Holding37960A677 - Global X MSCI SuperDividend Emerging Markets ETF $263,003 Holding Largest Purchases this Quarter Copart 37,255 shares (about $1.24M)Manhattan Associates 6,713 shares (about $893.63K)Adobe 3,543 shares (about $861.23K)Progressive 4,175 shares (about $827.66K)GEN DIGITAL INC 42,153 shares (about $793.74K) Largest Sales this Quarter iShares Core S&P 500 ETF 12,332 shares (about $8.06M)Goldman Sachs ActiveBeta International Equity ETF 58,029 shares (about $2.50M)iShares Emerging Markets Equity Factor ETF 15,459 shares (about $934.19K)Johnson & Johnson 1,598 shares (about $390.62K)Caterpillar 301 shares (about $213.25K) 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$21,891,897$2,502,792 â–¼-10.3%507,5796.8%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$11,847,763$218,101 â–²1.9%94,6843.7%ETFJNJJohnson & Johnson$11,717,999$390,616 â–¼-3.2%47,9383.6%MedicalJHMMJohn Hancock Multifactor Mid Cap ETF$9,906,185$183,506 â–²1.9%147,5893.1%ETFXOMExxonMobil$9,500,920$172,883 â–¼-1.8%56,0003.0%EnergyNEENextEra Energy$8,964,412$94,831 â–¼-1.0%96,5162.8%UtilitiesEMGFiShares Emerging Markets Equity Factor ETF$8,923,144$934,186 â–¼-9.5%147,6612.8%ETFJPMJPMorgan Chase & Co.$8,879,322$72,364 â–¼-0.8%30,1852.8%FinanceNVDANVIDIA$8,532,060$84,933 â–¼-1.0%48,9222.7%Computer and TechnologyGSThe Goldman Sachs Group$7,838,244$164,971 â–¼-2.1%9,2652.4%FinanceSYKStryker$7,601,805$115,990 â–²1.5%23,1352.4%MedicalAAPLApple$7,259,159$75,122 â–¼-1.0%28,6032.3%Computer and TechnologyAMZNAmazon.com$6,898,527$54,358 â–¼-0.8%33,1232.1%Retail/WholesaleCATCaterpillar$6,747,354$213,246 â–¼-3.1%9,5242.1%IndustrialsWALMART INC$6,594,469$110,859 â–¼-1.7%53,0612.1%COMMAMastercard$6,553,502$11,492 â–¼-0.2%13,1162.0%Business ServicesMSFTMicrosoft$6,433,597$266,894 â–²4.3%17,3802.0%Computer and TechnologyDELLDell Technologies$6,198,755$33,155 â–¼-0.5%37,7671.9%Computer and TechnologyGOOGLAlphabet$6,198,745$75,054 â–¼-1.2%21,5561.9%Computer and TechnologyHONHoneywell International$6,140,233$21,699 â–²0.4%27,1661.9%Multi-Sector ConglomeratesPEPPepsiCo$5,588,115$195,666 â–²3.6%35,9851.7%Consumer StaplesLOWLowe's Companies$5,485,483$66,158 â–¼-1.2%23,2161.7%Retail/WholesaleSHViShares Short Treasury Bond ETF$5,281,291$35,877 â–²0.7%47,8421.6%ETFTLTiShares 20+ Year Treasury Bond ETF$5,271,710$280,963 â–²5.6%60,8111.6%ETFMETAMeta Platforms$5,190,481$128,160 â–²2.5%9,0721.6%Computer and TechnologyBRK.BBerkshire Hathaway$4,628,114$14,376 â–¼-0.3%9,6581.4%FinanceSCHWCharles Schwab$4,594,239$48,024 â–¼-1.0%48,8851.4%FinanceWFCWells Fargo & Company$4,542,035$14,170 â–¼-0.3%57,0541.4%FinanceCPRTCopart$3,939,910$1,236,866 â–²45.8%118,6721.2%Business ServicesJPSTJPMorgan Ultra-Short Income ETF$3,917,769$17,157 â–²0.4%77,4111.2%ETFBKRBaker Hughes$3,586,789$30,220 â–¼-0.8%58,7521.1%EnergyBACBank of America$3,480,361$35,490 â–²1.0%71,3921.1%FinanceAMDAdvanced Micro Devices$3,358,833$81,372 â–²2.5%16,5111.0%Computer and TechnologyAVGOBroadcom$3,197,431$19,189 â–²0.6%10,3311.0%Computer and TechnologyCRMSalesforce$3,183,437$435,310 â–²15.8%17,0541.0%Computer and TechnologyAPHAmphenol$3,061,697$5,686 â–¼-0.2%24,2321.0%Computer and TechnologyADBEAdobe$3,035,097$861,232 â–²39.6%12,4860.9%Computer and TechnologyHCAHCA Healthcare$2,996,505$88,021 â–¼-2.9%6,3320.9%MedicalCOSTCostco Wholesale$2,954,553$21,922 â–¼-0.7%2,9650.9%Retail/WholesaleDLRDigital Realty Trust$2,881,084$36,223 â–¼-1.2%15,9870.9%FinanceDOXAmdocs$2,773,992$661,341 â–²31.3%42,5070.9%Computer and TechnologyPGRProgressive$2,732,181$827,663 â–²43.5%13,7820.9%FinanceMANHManhattan Associates$2,656,809$893,635 â–²50.7%19,9580.8%Computer and TechnologySBUXStarbucks$2,588,720$438,367 â–²20.4%28,8950.8%Retail/WholesaleCCKCrown$2,508,858$155,187 â–²6.6%25,0260.8%IndustrialsAPDAir Products and Chemicals$2,507,649$104,001 â–²4.3%8,6320.8%Basic MaterialsEWEdwards Lifesciences$2,475,833$31,952 â–¼-1.3%30,9170.8%MedicalPLDPrologis$2,430,094$14,011 â–¼-0.6%18,3850.8%FinanceDISWalt Disney$2,421,673$38,745 â–²1.6%25,1260.8%Consumer DiscretionaryABTAbbott Laboratories$2,416,589$28,543 â–²1.2%23,5370.8%MedicalGEN DIGITAL INC$2,393,166$793,743 â–²49.6%127,0930.7%COMNYTNew York Times$2,369,714$4,521 â–²0.2%28,3020.7%Consumer StaplesTDGTransdigm Group$2,246,842$17,381 â–¼-0.8%1,9390.7%AerospacePFEPfizer$2,225,657$187,575 â–²9.2%79,2610.7%MedicalNFLXNetflix$2,110,300$55,382 â–²2.7%21,9480.7%Consumer DiscretionaryICEIntercontinental Exchange$2,089,353$15,414 â–²0.7%13,2840.7%FinanceDEDeere & Company$2,084,252$14,083 â–¼-0.7%3,7000.6%IndustrialsZTSZoetis$2,022,710$624,509 â–²44.7%17,1110.6%MedicalAEPAmerican Electric Power$2,009,458$3,801 â–²0.2%15,3300.6%UtilitiesDGDollar General$1,867,303$11,042 â–²0.6%15,7270.6%Retail/WholesaleMCDMcDonald's$1,674,035$6,838 â–²0.4%5,3860.5%Retail/WholesaleLLYEli Lilly and Company$1,609,5980.0%1,7500.5%MedicalAMTAmerican Tower$1,444,887$241,275 â–²20.0%8,3720.4%FinanceTSCOTractor Supply$1,292,222$16,806 â–²1.3%28,5260.4%Retail/WholesaleCDWCDW$1,232,955$400,577 â–²48.1%10,1880.4%Computer and TechnologyOCOwens Corning$1,230,693$377,801 â–²44.3%11,3720.4%ConstructionQCOMQualcomm$1,209,596$23,952 â–²2.0%9,3930.4%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$1,185,9430.0%13,1000.4%ETFGSSCGoldman Sachs ActiveBeta U.S. Small Cap Equity ETF$957,873$42,567 â–¼-4.3%12,8490.3%ETFHSYHershey$849,737$42,622 â–²5.3%4,0870.3%Consumer StaplesJEPIJPMorgan Equity Premium Income ETF$639,250$40,130 â–²6.7%11,2780.2%ETFRSPInvesco S&P 500 Equal Weight ETF$557,3360.0%2,9040.2%ETFPGProcter & Gamble$550,0280.0%3,8080.2%Consumer StaplesABBVAbbVie$521,9760.0%2,4000.2%MedicalVVisa$519,2480.0%1,7180.2%Business ServicesGOLDMAN SACHS ETF TR$507,067$507,067 â–²New Holding10,1330.2%S&P 500 PREMIUMIVViShares Core S&P 500 ETF$493,174$8,055,393 â–¼-94.2%7550.2%ETFFIDELITY GREENWOOD STREET TR$462,567$462,567 â–²New Holding17,0500.1%YIELD ENHANCED EIEMGiShares Core MSCI Emerging Markets ETF$461,7450.0%6,6200.1%ETFIJRiShares Core S&P Small-Cap ETF$454,4770.0%3,6560.1%ETFCCJCameco$434,4400.0%4,0000.1%Basic MaterialsGOOGAlphabet$413,0780.0%1,4400.1%Computer and TechnologySDEMGlobal X MSCI SuperDividend Emerging Markets ETF$263,003$263,003 â–²New Holding8,1160.1%ETFMMM3M$232,3680.0%1,6000.1%Multi-Sector ConglomeratesIJJiShares S&P Mid-Cap 400 Value ETF$212,0000.0%1,6000.1%ETFORCLOracle$0$598,575 â–¼-100.0%00.0%Computer and TechnologyVTIVanguard Total Stock Market ETF$0$519,917 â–¼-100.0%00.0%ETFDVYiShares Select Dividend ETF$0$493,859 â–¼-100.0%00.0%ETFHDViShares Core High Dividend ETF$0$487,825 â–¼-100.0%00.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$0$378,545 â–¼-100.0%00.0%FinanceVXUSVanguard Total International Stock ETF$0$294,844 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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