$199 Million is the total value of Hixon Zuercher, LLC's 59 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMD | New | ADVANCED MICRO DEVICES INC | $3,197,682 | – | 28,072 | +100.0% | 1.61% | – |
| SCHW | New | SCHWAB CHARLES CORP | $2,946,000 | – | 51,976 | +100.0% | 1.48% | – |
| TDG | New | TRANSDIGM GROUP INC | $1,794,599 | – | 2,007 | +100.0% | 0.90% | – |
| MTB | New | M & T BK CORP | $1,709,497 | – | 13,813 | +100.0% | 0.86% | – |
| DG | New | DOLLAR GEN CORP NEW | $1,157,560 | – | 6,818 | +100.0% | 0.58% | – |
| TSCO | New | TRACTOR SUPPLY CO | $1,141,982 | – | 5,165 | +100.0% | 0.58% | – |
| JEPI | New | J P MORGAN EXCHANGE TRADED Fequity premium | $352,644 | – | 6,373 | +100.0% | 0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-17
Signatures
The EDGAR filing(s) were signed by:
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.