Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 16 | Q3 2023 | 7.0% |
MICROSOFT CORP | 16 | Q3 2023 | 6.4% |
COSTCO WHSL CORP NEW | 16 | Q3 2023 | 6.2% |
MASTERCARD INCORPORATED | 16 | Q3 2023 | 5.4% |
JOHNSON & JOHNSON | 16 | Q3 2023 | 6.2% |
AMAZON COM INC | 16 | Q3 2023 | 4.7% |
WALMART INC | 16 | Q3 2023 | 5.9% |
ALPHABET INC | 16 | Q3 2023 | 3.6% |
PEPSICO INC | 16 | Q3 2023 | 4.9% |
NEXTERA ENERGY INC | 16 | Q3 2023 | 2.9% |
View Hixon Zuercher, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-30 |
13F-HR | 2024-01-12 |
13F-HR | 2023-10-25 |
13F-HR | 2023-07-17 |
13F-HR | 2023-04-18 |
13F-HR | 2023-01-20 |
13F-HR | 2022-10-26 |
13F-HR | 2022-07-12 |
13F-HR | 2022-04-19 |
13F-HR | 2022-01-24 |
View Hixon Zuercher, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.