95 is the total number of securities Hixon Zuercher, LLC has owned. The longest Hixon Zuercher, LLC has owned a single stock is 16 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
AAPL | APPLE INC | 16 | 16 | 4.34% | 5.93% | 7.01% | Q4 2019 | Q3 2023 | 16 |
MSFT | MICROSOFT CORP | 16 | 16 | 3.81% | 4.85% | 6.43% | Q4 2019 | Q3 2023 | 16 |
COST | COSTCO WHSL CORP NEW | 16 | 16 | 3.35% | 4.30% | 6.16% | Q4 2019 | Q3 2023 | 16 |
MA | MASTERCARD INCORPORATED | 16 | 16 | 3.17% | 3.88% | 5.44% | Q4 2019 | Q3 2023 | 16 |
JNJ | JOHNSON & JOHNSON | 16 | 16 | 2.87% | 3.82% | 6.23% | Q4 2019 | Q3 2023 | 16 |
AMZN | AMAZON COM INC | 16 | 16 | 2.25% | 3.27% | 4.65% | Q4 2019 | Q3 2023 | 16 |
WMT | WALMART INC | 16 | 16 | 2.28% | 3.27% | 5.92% | Q4 2019 | Q3 2023 | 16 |
GOOGL | ALPHABET INC | 16 | 16 | 2.12% | 2.89% | 3.55% | Q4 2019 | Q3 2023 | 16 |
PEP | PEPSICO INC | 16 | 16 | 2.14% | 2.76% | 4.92% | Q4 2019 | Q3 2023 | 16 |
NEE | NEXTERA ENERGY INC | 16 | 16 | 0.44% | 2.14% | 2.86% | Q4 2019 | Q3 2023 | 16 |
ADBE | ADOBE SYSTEMS INCORPOR... | 16 | 16 | 1.31% | 2.12% | 3.07% | Q4 2019 | Q3 2023 | 16 |
MKTX | MARKETAXESS HLDGS INC | 16 | 16 | 0.68% | 2.11% | 5.51% | Q4 2019 | Q3 2023 | 16 |
JPM | JPMORGAN CHASE & CO | 16 | 16 | 0.38% | 2.09% | 3.44% | Q4 2019 | Q3 2023 | 16 |
FB | META PLATFORMS INC | 16 | 16 | 1.04% | 2.06% | 3.44% | Q4 2019 | Q3 2023 | 16 |
CRM | SALESFORCE INC | 16 | 16 | 1.25% | 1.92% | 3.19% | Q4 2019 | Q3 2023 | 16 |
DLR | DIGITAL RLTY TR INC | 16 | 16 | 0.96% | 1.80% | 3.88% | Q4 2019 | Q3 2023 | 16 |
EW | EDWARDS LIFESCIENCES CORP | 16 | 16 | 0.91% | 1.69% | 2.82% | Q4 2019 | Q3 2023 | 16 |
MCD | MCDONALDS CORP | 16 | 16 | 1.34% | 1.58% | 2.16% | Q4 2019 | Q3 2023 | 16 |
BRKB | BERKSHIRE HATHAWAY INC... | 16 | 16 | 0.67% | 1.28% | 2.34% | Q4 2019 | Q3 2023 | 16 |
LLY | LILLY ELI & CO | 16 | 16 | 0.27% | 0.93% | 1.74% | Q4 2019 | Q3 2023 | 16 |
ABT | ABBOTT LABS | 16 | 16 | 0.24% | 0.77% | 1.10% | Q4 2019 | Q3 2023 | 16 |
DIS | DISNEY WALT CO | 16 | 16 | 0.14% | 0.63% | 4.68% | Q4 2019 | Q3 2023 | 16 |
PG | PROCTER & GAMBLE CO | 16 | 16 | 0.36% | 0.47% | 0.79% | Q4 2019 | Q3 2023 | 16 |
V | VISA INC | 16 | 16 | 0.18% | 0.23% | 0.38% | Q4 2019 | Q3 2023 | 16 |
GSLC | GOLDMAN SACHS ETF TR | 15 | 15 | 2.61% | 3.47% | 4.81% | Q1 2020 | Q3 2023 | 15 |
GSIE | GOLDMAN SACHS ETF TR | 15 | 15 | 2.68% | 3.20% | 4.32% | Q1 2020 | Q3 2023 | 15 |
LOW | LOWES COS INC | 14 | 1 | 0.78% | 2.38% | 3.27% | Q4 2019 | Q3 2023 | 15 |
SBUX | STARBUCKS CORP | 14 | 1 | 1.04% | 2.23% | 3.34% | Q4 2019 | Q3 2023 | 15 |
XOM | EXXON MOBIL CORP | 14 | 1 | 0.35% | 2.16% | 3.71% | Q4 2019 | Q3 2023 | 15 |
ABBV | ABBVIE INC | 14 | 1 | 0.16% | 0.20% | 0.26% | Q4 2019 | Q3 2023 | 15 |
NVDA | NVIDIA CORPORATION | 14 | 14 | 2.11% | 3.40% | 5.65% | Q2 2020 | Q3 2023 | 14 |
SYK | STRYKER CORPORATION | 14 | 14 | 2.26% | 2.67% | 3.66% | Q2 2020 | Q3 2023 | 14 |
PYPL | PAYPAL HLDGS INC | 14 | 14 | 0.98% | 2.36% | 3.73% | Q4 2019 | Q1 2023 | 14 |
ICE | INTERCONTINENTAL EXCHA... | 14 | 14 | 1.98% | 2.29% | 2.71% | Q2 2020 | Q3 2023 | 14 |
GSSC | GOLDMAN SACHS ETF TR | 14 | 14 | 1.81% | 2.18% | 2.38% | Q2 2020 | Q3 2023 | 14 |
HON | HONEYWELL INTL INC | 14 | 14 | 0.82% | 1.62% | 2.30% | Q2 2020 | Q3 2023 | 14 |
AMT | AMERICAN TOWER CORP NEW | 14 | 14 | 1.26% | 1.53% | 1.84% | Q2 2020 | Q3 2023 | 14 |
ILMN | ILLUMINA INC | 14 | 14 | 0.58% | 0.92% | 1.26% | Q2 2020 | Q3 2023 | 14 |
ORCL | ORACLE CORP | 14 | 14 | 0.66% | 0.85% | 1.34% | Q2 2020 | Q3 2023 | 14 |
DE | DEERE & CO | 13 | 1 | 0.20% | 0.45% | 1.91% | Q4 2019 | Q3 2023 | 14 |
TSLA | TESLA INC | 13 | 13 | 0.87% | 2.32% | 3.94% | Q3 2020 | Q3 2023 | 13 |
PFE | PFIZER INC | 13 | 13 | 0.33% | 0.79% | 1.07% | Q4 2019 | Q4 2022 | 13 |
WBA | WALGREENS BOOTS ALLIAN... | 11 | 2 | 0.13% | 0.19% | 0.37% | Q4 2019 | Q1 2023 | 13 |
DVY | ISHARES TR | 13 | 13 | 0.11% | 0.18% | 0.21% | Q3 2020 | Q3 2023 | 13 |
HDV | ISHARES TR | 13 | 13 | 0.12% | 0.16% | 0.18% | Q3 2020 | Q3 2023 | 13 |
GILD | GILEAD SCIENCES INC | 12 | 12 | 0.58% | 1.47% | 6.04% | Q4 2019 | Q3 2022 | 12 |
MMM | 3M CO | 11 | 1 | 0.13% | 0.19% | 0.30% | Q4 2019 | Q4 2022 | 12 |
NKE | NIKE INC | 8 | 1 | 0.11% | 0.17% | 0.20% | Q4 2019 | Q2 2023 | 12 |
CAT | CATERPILLAR INC | 11 | 11 | 0.78% | 1.89% | 3.44% | Q1 2021 | Q3 2023 | 11 |
QCOM | QUALCOMM INC | 11 | 11 | 0.66% | 1.05% | 1.23% | Q2 2020 | Q4 2022 | 11 |
VZ | VERIZON COMMUNICATIONS... | 10 | 10 | 1.33% | 1.78% | 2.19% | Q2 2020 | Q3 2022 | 10 |
GS | GOLDMAN SACHS GROUP INC | 10 | 10 | 0.94% | 1.71% | 2.25% | Q2 2021 | Q3 2023 | 10 |
T | AT&T INC | 9 | 9 | 0.58% | 1.11% | 2.10% | Q4 2019 | Q4 2021 | 9 |
INTU | INTUIT | 8 | 1 | 0.21% | 0.23% | 0.28% | Q4 2019 | Q1 2022 | 9 |
PLD | PROLOGIS INC. | 7 | 7 | 0.73% | 0.86% | 1.05% | Q1 2022 | Q3 2023 | 7 |
SQ | SQUARE INC | 7 | 7 | 0.48% | 0.82% | 1.12% | Q1 2021 | Q3 2022 | 7 |
MPC | MARATHON PETE CORP | 5 | 1 | 0.30% | 0.78% | 2.93% | Q4 2019 | Q3 2023 | 6 |
ZBRA | ZEBRA TECHNOLOGIES COR... | 6 | 6 | 0.13% | 0.17% | 0.19% | Q4 2020 | Q1 2022 | 6 |
AEP | AMERICAN ELEC PWR CO INC | 5 | 5 | 0.69% | 1.01% | 1.50% | Q4 2019 | Q4 2020 | 5 |
APD | AIR PRODS & CHEMS INC | 5 | 5 | 0.86% | 0.95% | 1.08% | Q3 2022 | Q3 2023 | 5 |
BRKA | BERKSHIRE HATHAWAY INC... | 5 | 5 | 0.46% | 0.57% | 0.78% | Q4 2019 | Q4 2020 | 5 |
COIN | COINBASE GLOBAL INC | 5 | 5 | 0.30% | 0.48% | 0.58% | Q2 2022 | Q2 2023 | 5 |
UPS | UNITED PARCEL SERVICE INC | 4 | 1 | 0.12% | 0.12% | 0.13% | Q3 2021 | Q1 2023 | 5 |
INTC | INTEL CORP | 3 | 1 | 0.60% | 1.37% | 3.33% | Q4 2019 | Q4 2020 | 4 |
JKHY | HENRY JACK & ASSOC INC | 4 | 4 | 0.20% | 0.23% | 0.27% | Q4 2022 | Q3 2023 | 4 |
SCHW | THE CHARLES SCHWAB COR... | 2 | 1 | 1.47% | 1.49% | 1.52% | Q4 2019 | Q3 2023 | 3 |
CASY | CASEYS GEN STORES INC | 3 | 3 | 0.91% | 0.97% | 1.06% | Q1 2023 | Q3 2023 | 3 |
APH | AMPHENOL CORP NEW | 3 | 3 | 0.90% | 0.95% | 1.00% | Q1 2023 | Q3 2023 | 3 |
CASH | META FINL GROUP INC | 3 | 3 | 0.09% | 0.82% | 2.18% | Q4 2019 | Q2 2020 | 3 |
GOOG | ALPHABET INC | 2 | 1 | 0.13% | 0.17% | 0.23% | Q4 2019 | Q2 2022 | 3 |
BIL | SPDR SER TR | 2 | 1 | 0.13% | 0.16% | 0.18% | Q4 2020 | Q3 2021 | 3 |
AMD | ADVANCED MICRO DEVICES... | 2 | 2 | 1.53% | 1.57% | 1.61% | Q2 2023 | Q3 2023 | 2 |
TDG | TRANSDIGM GROUP INC | 2 | 2 | 0.90% | 0.91% | 0.92% | Q2 2023 | Q3 2023 | 2 |
TSCO | TRACTOR SUPPLY CO | 2 | 2 | 0.56% | 0.57% | 0.58% | Q2 2023 | Q3 2023 | 2 |
DG | DOLLAR GEN CORP NEW | 2 | 2 | 0.48% | 0.53% | 0.58% | Q2 2023 | Q3 2023 | 2 |
IVV | ISHARES TR | 1 | 1 | 0.28% | 0.44% | 0.60% | Q4 2021 | Q4 2022 | 2 |
AGG | ISHARES TR | 1 | 1 | 0.17% | 0.22% | 0.26% | Q4 2019 | Q4 2021 | 2 |
JEPI | J P MORGAN EXCHANGE TR... | 2 | 2 | 0.15% | 0.16% | 0.18% | Q2 2023 | Q3 2023 | 2 |
DHR | DANAHER CORPORATION | 2 | 2 | 0.15% | 0.15% | 0.16% | Q3 2020 | Q4 2020 | 2 |
SNOW | SNOWFLAKE INC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q3 2021 | Q4 2021 | 2 |
CSCO | CISCO SYS INC | 1 | 1 | 3.43% | 3.43% | 3.43% | Q4 2019 | Q4 2019 | 1 |
BLK | BLACKROCK INC | 1 | 1 | 2.48% | 2.48% | 2.48% | Q4 2019 | Q4 2019 | 1 |
CVX | CHEVRON CORP NEW | 1 | 1 | 2.33% | 2.33% | 2.33% | Q4 2019 | Q4 2019 | 1 |
WELL | WELLTOWER INC | 1 | 1 | 1.93% | 1.93% | 1.93% | Q4 2019 | Q4 2019 | 1 |
BAC | BANK AMER CORP | 1 | 1 | 1.83% | 1.83% | 1.83% | Q4 2019 | Q4 2019 | 1 |
CINF | CINCINNATI FINL CORP | 1 | 1 | 1.56% | 1.56% | 1.56% | Q4 2019 | Q4 2019 | 1 |
CERN | CERNER CORP | 1 | 1 | 1.48% | 1.48% | 1.48% | Q4 2019 | Q4 2019 | 1 |
VFC | V F CORP | 1 | 1 | 1.17% | 1.17% | 1.17% | Q4 2019 | Q4 2019 | 1 |
ADP | AUTOMATIC DATA PROCESS... | 1 | 1 | 1.14% | 1.14% | 1.14% | Q4 2019 | Q4 2019 | 1 |
EMR | EMERSON ELEC CO | 1 | 1 | 0.99% | 0.99% | 0.99% | Q4 2019 | Q4 2019 | 1 |
MTB | M & T BK CORP | 1 | 1 | 0.86% | 0.86% | 0.86% | Q2 2023 | Q2 2023 | 1 |
EFA | ISHARES TR | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2021 | Q4 2021 | 1 |
SPY | SPDR S&P 500 ETF TR | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2022 | Q4 2022 | 1 |
EEM | ISHARES TR | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
AXP | AMERICAN EXPRESS CO | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q4 2019 | 1 |
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The securities at the top of the list , including APPLE INC, MICROSOFT CORP, and COSTCO WHSL CORP NEW, are the highest-conviction holdings of Hixon Zuercher, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Hixon Zuercher, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Hixon Zuercher, LLC owns currently or has owned in the past.