$186 Million is the total value of Hixon Zuercher, LLC's 58 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PLD | New | PROLOGIS INC. | $1,414,000 | – | 8,757 | +100.0% | 0.76% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $260,000 | – | 93 | +100.0% | 0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-19
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 | 2024-01-12 |
| 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 |
| 13F-HR | 2021-10-13 |
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.