Hixon Zuercher, LLC
86 holdingsFiling period: 2026-03-31Current AUM: $363.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GSIE | GOLDMAN SACHS ETF TR | 507.6K | $21.9M | $23.9M | 6.57% | -58,029 | 2026-03-31 |
| 2 | GSLC | GOLDMAN SACHS ETF TR | 94.7K | $11.8M | $13.5M | 3.72% | +1.7K | 2026-03-31 |
| 3 | JNJ | JOHNSON & JOHNSON | 47.9K | $11.7M | $12.3M | 3.39% | -1,598 | 2026-03-31 |
| 4 | JHMM | JOHN HANCOCK EXCHANGE TRADED | 147.6K | $9.9M | $10.9M | 3.01% | +2.7K | 2026-03-31 |
| 5 | XOM | EXXON MOBIL CORP | 56.0K | $9.5M | $8.7M | 2.40% | -1,019 | 2026-03-31 |
| 6 | XOM | EXXON MOBIL CORP | 56.0K | $9.5M | $8.7M | 2.40% | -1,019 | 2026-03-31 |
| 7 | NEE | NEXTERA ENERGY INC | 96.5K | $9.0M | $8.4M | 2.31% | -1,021 | 2026-03-31 |
| 8 | EMGF | ISHARES INC | 147.7K | $8.9M | $10.0M | 2.77% | -15,459 | 2026-03-31 |
| 9 | JPM | JPMORGAN CHASE & CO | 30.2K | $8.9M | $10.6M | 2.93% | -246 | 2026-03-31 |
| 10 | NVDA | NVIDIA CORPORATION | 48.9K | $8.5M | $9.8M | 2.71% | -487 | 2026-03-31 |
| 11 | GS | GOLDMAN SACHS GROUP INC | 9.3K | $7.8M | $9.4M | 2.60% | -195 | 2026-03-31 |
| 12 | SYK | STRYKER CORPORATION | 23.1K | $7.6M | $7.5M | 2.08% | +353 | 2026-03-31 |
| 13 | AAPL | APPLE INC | 28.6K | $7.3M | $8.8M | 2.43% | -296 | 2026-03-31 |
| 14 | AMZN | AMAZON COM INC | 33.1K | $6.9M | $9.0M | 2.48% | -261 | 2026-03-31 |
| 15 | CAT | CATERPILLAR INC | 9.5K | $6.7M | $7.8M | 2.14% | -301 | 2026-03-31 |
| 16 | WMT | WALMART INC | 53.1K | $6.6M | $5.9M | 1.63% | -892 | 2026-03-31 |
| 17 | MA | MASTERCARD INCORPORATED | 13.1K | $6.6M | $7.5M | 2.07% | -23 | 2026-03-31 |
| 18 | MSFT | MICROSOFT CORP | 17.4K | $6.4M | $8.1M | 2.22% | +721 | 2026-03-31 |
| 19 | GOOGL | ALPHABET INC | 21.6K | $6.2M | $7.7M | 2.11% | -261 | 2026-03-31 |
| 20 | DELL | DELL TECHNOLOGIES INC | 37.8K | $6.2M | $15.3M | 4.22% | -202 | 2026-03-31 |
| 21 | HON | HONEYWELL INTL INC | 27.2K | $6.1M | $3.3M | 0.91% | +96 | 2026-03-31 |
| 22 | PEP | PEPSICO INC | 36.0K | $5.6M | $5.0M | 1.38% | +1.3K | 2026-03-31 |
| 23 | LOW | LOWES COS INC | 23.2K | $5.5M | $4.8M | 1.33% | -280 | 2026-03-31 |
| 24 | SHV | ISHARES TR | 47.8K | $5.3M | $5.3M | 1.45% | +325 | 2026-03-31 |
| 25 | TLT | ISHARES TR | 60.8K | $5.3M | $5.0M | 1.38% | +3.2K | 2026-03-31 |
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