| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 19 | Q2 2024 | 7.0% |
| MICROSOFT CORP | 19 | Q2 2024 | 6.4% |
| COSTCO WHSL CORP NEW | 19 | Q2 2024 | 6.2% |
| MASTERCARD INCORPORATED | 19 | Q2 2024 | 5.4% |
| JOHNSON & JOHNSON | 19 | Q2 2024 | 6.2% |
| AMAZON COM INC | 19 | Q2 2024 | 4.7% |
| WALMART INC | 19 | Q2 2024 | 5.9% |
| ALPHABET INC | 19 | Q2 2024 | 3.6% |
| PEPSICO INC | 19 | Q2 2024 | 4.9% |
| JPMORGAN CHASE & CO. | 19 | Q2 2024 | 3.9% |
View Hixon Zuercher, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-09-13 |
| 13F-HR | 2024-07-30 |
| 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 |
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.