Hixon Zuercher, LLC
88 holdingsFiling period: 2026-06-30Current AUM: $349.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GSIE | Goldman Sachs ETF TR | 526.5K | $24.1M | $24.3M | 6.96% | +18.9K | 2026-06-30 |
| 2 | GSLC | Goldman Sachs ETF TR | 96.7K | $13.7M | $14.2M | 4.07% | +2.1K | 2026-06-30 |
| 3 | JNJ | Johnson & Johnson | 47.1K | $12.0M | $12.2M | 3.49% | -877 | 2026-06-30 |
| 4 | JHMM | John Hancock Exchange Traded | 152.8K | $11.5M | $11.2M | 3.19% | +5.2K | 2026-06-30 |
| 5 | NVDA | NVIDIA Corporation | 57.1K | $11.4M | $12.4M | 3.53% | +8.2K | 2026-06-30 |
| 6 | EMGF | iShares Inc | 150.6K | $11.0M | $10.2M | 2.93% | +2.9K | 2026-06-30 |
| 7 | GOOGL | Alphabet Inc | 27.8K | $9.9M | $9.5M | 2.71% | +6.2K | 2026-06-30 |
| 8 | JPM | JPMorgan Chase & Co | 29.8K | $9.7M | $10.0M | 2.85% | -435 | 2026-06-30 |
| 9 | AMD | Advanced Micro Devices Inc | 15.6K | $9.1M | $8.4M | 2.39% | -862 | 2026-06-30 |
| 10 | GS | Goldman Sachs Group Inc | 9.0K | $9.1M | $7.9M | 2.27% | -297 | 2026-06-30 |
| 11 | AMZN | Amazon.com Inc | 36.9K | $8.8M | $9.7M | 2.77% | +3.8K | 2026-06-30 |
| 12 | NEE | Nextera Energy Inc | 96.7K | $8.5M | $7.6M | 2.18% | +157 | 2026-06-30 |
| 13 | MSFT | Microsoft Corp | 21.9K | $8.2M | $11.7M | 3.34% | +4.6K | 2026-06-30 |
| 14 | AAPL | Apple Inc | 28.2K | $8.2M | $9.6M | 2.74% | -412 | 2026-06-30 |
| 15 | SYK | Stryker Corporation | 23.1K | $7.3M | $7.0M | 2.01% | -67 | 2026-06-30 |
| 16 | MA | Mastercard Incorporated | 13.2K | $6.8M | $8.2M | 2.34% | +70 | 2026-06-30 |
| 17 | CAT | Caterpillar Inc | 6.2K | $6.6M | $4.5M | 1.28% | -3,362 | 2026-06-30 |
| 18 | META | Meta Platforms Inc | 10.6K | $6.0M | $7.4M | 2.11% | +1.6K | 2026-06-30 |
| 19 | DELL | Dell Technologies Inc | 13.8K | $6.0M | $6.4M | 1.83% | -23,930 | 2026-06-30 |
| 20 | WMT | Walmart Inc | 51.9K | $5.9M | $6.1M | 1.75% | -1,140 | 2026-06-30 |
| 21 | SHV | iShares TR | 49.4K | $5.5M | $5.4M | 1.56% | +1.6K | 2026-06-30 |
| 22 | TLT | iShares TR | 62.9K | $5.4M | $5.0M | 1.44% | +2.1K | 2026-06-30 |
| 23 | PEP | Pepsico Inc | 35.7K | $4.8M | $4.8M | 1.37% | -304 | 2026-06-30 |
| 24 | LOW | Lowes Cos Inc | 20.7K | $4.6M | $4.1M | 1.18% | -2,492 | 2026-06-30 |
| 25 | SCHW | Schwab Charles Corp | 48.6K | $4.5M | $4.4M | 1.26% | -282 | 2026-06-30 |
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