Hoxton Planning & Management, LLC holdings history

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194 is the total number of securities Hoxton Planning & Management, LLC has owned. The longest Hoxton Planning & Management, LLC has owned a single stock is 4 quarters.

Hoxton Planning & Management, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
IVV ISHARES TR4417.50%19.41%21.23%Q4 2022Q3 20234
IUSB ISHARES TR445.53%5.76%6.19%Q4 2022Q3 20234
VOO VANGUARD INDEX FDS443.01%3.30%3.74%Q4 2022Q3 20234
AGG ISHARES TR442.07%3.15%3.77%Q4 2022Q3 20234
EFG ISHARES TR442.38%2.91%3.48%Q4 2022Q3 20234
ESGU ISHARES TR441.06%2.74%5.91%Q4 2022Q3 20234
IWR ISHARES TR441.80%2.53%3.29%Q4 2022Q3 20234
AAPL APPLE INC441.67%2.37%2.91%Q4 2022Q3 20234
GOVT ISHARES TR441.24%2.21%3.20%Q4 2022Q3 20234
MBB ISHARES TR441.75%2.10%2.44%Q4 2022Q3 20234
EFV ISHARES TR441.43%1.83%2.41%Q4 2022Q3 20234
MSFT MICROSOFT CORP441.26%1.59%1.86%Q4 2022Q3 20234
ISTB ISHARES TR440.58%1.38%3.31%Q4 2022Q3 20234
IYW ISHARES TR440.93%1.35%1.71%Q4 2022Q3 20234
IEMG ISHARES INC440.56%1.27%1.82%Q4 2022Q3 20234
NVDA NVIDIA CORPORATION440.43%1.18%1.72%Q4 2022Q3 20234
TLT ISHARES TR440.49%1.01%1.50%Q4 2022Q3 20234
VTV VANGUARD INDEX FDS440.79%0.94%1.15%Q4 2022Q3 20234
IEFA ISHARES TR440.60%0.91%1.26%Q4 2022Q3 20234
FCOR FIDELITY MERRIMACK STR TR440.78%0.89%1.01%Q4 2022Q3 20234
FBND FIDELITY MERRIMACK STR TR440.79%0.85%0.91%Q4 2022Q3 20234
IVLU ISHARES TR440.69%0.85%1.05%Q4 2022Q3 20234
ITOT ISHARES TR440.74%0.80%0.87%Q4 2022Q3 20234
VUG VANGUARD INDEX FDS440.71%0.78%0.87%Q4 2022Q3 20234
USMV ISHARES TR440.59%0.75%0.87%Q4 2022Q3 20234
IEV ISHARES TR440.59%0.64%0.71%Q4 2022Q3 20234
TIP ISHARES TR440.36%0.59%0.87%Q4 2022Q3 20234
AMZN AMAZON COM INC440.36%0.56%0.72%Q4 2022Q3 20234
IJR ISHARES TR440.37%0.55%1.01%Q4 2022Q3 20234
GOOGL ALPHABET INC440.37%0.54%0.75%Q4 2022Q3 20234
OEF ISHARES TR440.45%0.52%0.65%Q4 2022Q3 20234
COST COSTCO WHSL CORP NEW440.41%0.50%0.57%Q4 2022Q3 20234
IWB ISHARES TR440.13%0.49%0.63%Q4 2022Q3 20234
AVEM AMERICAN CENTY ETF TR440.41%0.47%0.52%Q4 2022Q3 20234
ADP AUTOMATIC DATA PROCESS...440.38%0.42%0.46%Q4 2022Q3 20234
XOM EXXON MOBIL CORP440.40%0.42%0.45%Q4 2022Q3 20234
JNJ JOHNSON & JOHNSON440.34%0.40%0.43%Q4 2022Q3 20234
VBR VANGUARD INDEX FDS440.35%0.40%0.46%Q4 2022Q3 20234
TSLA TESLA INC440.13%0.39%0.56%Q4 2022Q3 20234
IGIB ISHARES TR440.39%0.39%0.40%Q4 2022Q3 20234
MA MASTERCARD INCORPORATED440.35%0.39%0.42%Q4 2022Q3 20234
IBM INTERNATIONAL BUSINESS...440.35%0.38%0.42%Q4 2022Q3 20234
HD HOME DEPOT INC440.36%0.38%0.39%Q4 2022Q3 20234
UNH UNITEDHEALTH GROUP INC440.32%0.38%0.41%Q4 2022Q3 20234
FB META PLATFORMS INC440.16%0.37%0.53%Q4 2022Q3 20234
BNL BROADSTONE NET LEASE INC440.34%0.36%0.37%Q4 2022Q3 20234
INTU INTUIT440.30%0.36%0.42%Q4 2022Q3 20234
BLK BLACKROCK INC440.33%0.35%0.37%Q4 2022Q3 20234
VZ VERIZON COMMUNICATIONS...440.22%0.35%0.44%Q4 2022Q3 20234
BRKB BERKSHIRE HATHAWAY INC...440.30%0.35%0.40%Q4 2022Q3 20234
EUSB ISHARES TR440.12%0.35%0.77%Q4 2022Q3 20234
IJH ISHARES TR440.19%0.34%0.60%Q4 2022Q3 20234
AGZ ISHARES TR440.22%0.33%0.38%Q4 2022Q3 20234
SPGI S&P GLOBAL INC440.27%0.33%0.40%Q4 2022Q3 20234
SYK STRYKER CORPORATION440.27%0.33%0.37%Q4 2022Q3 20234
NKE NIKE INC440.28%0.32%0.35%Q4 2022Q3 20234
IUSV ISHARES TR440.30%0.32%0.33%Q4 2022Q3 20234
ACWI ISHARES TR440.30%0.31%0.32%Q4 2022Q3 20234
IUSG ISHARES TR440.28%0.31%0.32%Q4 2022Q3 20234
UNP UNION PAC CORP440.27%0.30%0.33%Q4 2022Q3 20234
TSCO TRACTOR SUPPLY CO440.28%0.29%0.30%Q4 2022Q3 20234
LLY LILLY ELI & CO440.22%0.28%0.37%Q4 2022Q3 20234
CMBS ISHARES TR440.14%0.28%0.35%Q4 2022Q3 20234
JPM JPMORGAN CHASE & CO440.23%0.27%0.31%Q4 2022Q3 20234
IFRA ISHARES TR440.24%0.26%0.30%Q4 2022Q3 20234
DSI ISHARES TR440.14%0.26%0.38%Q4 2022Q3 20234
DIA SPDR DOW JONES INDL AV...440.23%0.26%0.28%Q4 2022Q3 20234
CVS CVS HEALTH CORP440.23%0.26%0.32%Q4 2022Q3 20234
QCOM QUALCOMM INC440.22%0.25%0.28%Q4 2022Q3 20234
AJG GALLAGHER ARTHUR J & CO440.23%0.25%0.27%Q4 2022Q3 20234
KO COCA COLA CO440.23%0.25%0.27%Q4 2022Q3 20234
RSG REPUBLIC SVCS INC440.21%0.25%0.28%Q4 2022Q3 20234
DBEF DBX ETF TR440.22%0.24%0.27%Q4 2022Q3 20234
ACN ACCENTURE PLC IRELAND440.20%0.24%0.29%Q4 2022Q3 20234
MRK MERCK & CO INC440.22%0.24%0.26%Q4 2022Q3 20234
NEE NEXTERA ENERGY INC440.19%0.24%0.27%Q4 2022Q3 20234
PFE PFIZER INC440.22%0.24%0.27%Q4 2022Q3 20234
AVGO BROADCOM INC440.16%0.23%0.28%Q4 2022Q3 20234
NFLX NETFLIX INC440.17%0.23%0.28%Q4 2022Q3 20234
IXUS ISHARES TR440.21%0.23%0.25%Q4 2022Q3 20234
TXN TEXAS INSTRS INC440.20%0.23%0.24%Q4 2022Q3 20234
NDAQ NASDAQ INC440.21%0.22%0.24%Q4 2022Q3 20234
STE STERIS PLC440.18%0.22%0.24%Q4 2022Q3 20234
V VISA INC440.18%0.21%0.24%Q4 2022Q3 20234
CSCO CISCO SYS INC440.18%0.21%0.25%Q4 2022Q3 20234
GOOG ALPHABET INC440.14%0.21%0.27%Q4 2022Q3 20234
T AT&T INC440.13%0.20%0.30%Q4 2022Q3 20234
ORCL ORACLE CORP440.16%0.19%0.22%Q4 2022Q3 20234
COG COTERRA ENERGY INC440.17%0.18%0.19%Q4 2022Q3 20234
GD GENERAL DYNAMICS CORP440.17%0.18%0.20%Q4 2022Q3 20234
IEUR ISHARES TR440.16%0.17%0.19%Q4 2022Q3 20234
IGSB ISHARES TR440.16%0.17%0.19%Q4 2022Q3 20234
PG PROCTER AND GAMBLE CO440.15%0.17%0.20%Q4 2022Q3 20234
XYL XYLEM INC440.16%0.17%0.19%Q4 2022Q3 20234
PEP PEPSICO INC440.15%0.16%0.17%Q4 2022Q3 20234
TROW PRICE T ROWE GROUP INC440.16%0.16%0.17%Q4 2022Q3 20234
MMM 3M CO440.14%0.16%0.20%Q4 2022Q3 20234
IAGG ISHARES TR440.15%0.16%0.17%Q4 2022Q3 20234
OKE ONEOK INC NEW440.13%0.16%0.18%Q4 2022Q3 20234
GILD GILEAD SCIENCES INC440.14%0.15%0.16%Q4 2022Q3 20234
ATVI ACTIVISION BLIZZARD INC440.12%0.15%0.18%Q4 2022Q3 20234
WMT WALMART INC440.12%0.14%0.16%Q4 2022Q3 20234
JHMM JOHN HANCOCK EXCHANGE ...440.12%0.14%0.15%Q4 2022Q3 20234
INTC INTEL CORP440.12%0.14%0.15%Q4 2022Q3 20234
CMCSA COMCAST CORP NEW440.11%0.13%0.16%Q4 2022Q3 20234
ABBV ABBVIE INC440.12%0.13%0.14%Q4 2022Q3 20234
SAN BANCO SANTANDER S.A.440.02%0.03%0.03%Q4 2022Q3 20234
LYG LLOYDS BANKING GROUP PLC440.01%0.01%0.02%Q4 2022Q3 20234
QUAL ISHARES TR332.48%3.19%3.75%Q1 2023Q3 20233
TLH ISHARES TR330.61%0.77%0.97%Q4 2022Q2 20233
EMGF ISHARES INC330.32%0.52%0.72%Q1 2023Q3 20233
IGF ISHARES TR330.24%0.46%0.79%Q1 2023Q3 20233
IEF ISHARES TR330.18%0.43%0.58%Q4 2022Q2 20233
EEM ISHARES TR210.17%0.36%0.69%Q4 2022Q3 20233
FALN ISHARES TR330.22%0.28%0.35%Q4 2022Q2 20233
SUSC ISHARES TR330.14%0.27%0.40%Q4 2022Q2 20233
EAGG ISHARES TR330.16%0.26%0.44%Q1 2023Q3 20233
USXF ISHARES TR330.12%0.25%0.33%Q4 2022Q2 20233
VYM VANGUARD WHITEHALL FDS330.22%0.25%0.31%Q4 2022Q2 20233
LCTU BLACKROCK ETF TRUST210.16%0.24%0.30%Q4 2022Q3 20233
SUSL ISHARES TR330.13%0.20%0.35%Q4 2022Q2 20233
PXD PIONEER NAT RES CO210.14%0.19%0.22%Q4 2022Q3 20233
SPSB SPDR SER TR330.17%0.18%0.20%Q4 2022Q2 20233
EMB ISHARES TR330.17%0.18%0.20%Q1 2023Q3 20233
LINDE PLC330.16%0.18%0.20%Q1 2023Q3 20233
NVO NOVO-NORDISK A S330.13%0.17%0.20%Q1 2023Q3 20233
AMD ADVANCED MICRO DEVICES...330.12%0.16%0.20%Q1 2023Q3 20233
AMAT APPLIED MATLS INC330.13%0.16%0.18%Q1 2023Q3 20233
LRCX LAM RESEARCH CORP330.12%0.15%0.16%Q1 2023Q3 20233
RTX RAYTHEON TECHNOLOGIES ...330.14%0.15%0.15%Q4 2022Q2 20233
SPG SIMON PPTY GROUP INC NEW330.14%0.14%0.15%Q4 2022Q2 20233
CVX CHEVRON CORP NEW210.13%0.14%0.15%Q4 2022Q3 20233
USB US BANCORP DEL210.11%0.13%0.15%Q4 2022Q3 20233
SHM SPDR SER TR220.97%1.17%1.37%Q4 2022Q1 20232
HEFA ISHARES TR220.55%0.70%0.84%Q4 2022Q1 20232
MUB ISHARES TR220.58%0.69%0.80%Q4 2022Q1 20232
SLQD ISHARES TR220.21%0.35%0.50%Q2 2023Q3 20232
HYMB SPDR SER TR220.29%0.35%0.40%Q4 2022Q1 20232
FDMO FIDELITY COVINGTON TRUST220.26%0.27%0.27%Q2 2023Q3 20232
FVAL FIDELITY COVINGTON TRUST220.26%0.26%0.27%Q2 2023Q3 20232
VNQ VANGUARD INDEX FDS220.19%0.22%0.24%Q4 2022Q1 20232
JNK SPDR SER TR220.16%0.21%0.27%Q4 2022Q1 20232
FQAL FIDELITY COVINGTON TRUST220.21%0.21%0.22%Q2 2023Q3 20232
VNQI VANGUARD INTL EQUITY I...220.17%0.20%0.24%Q4 2022Q1 20232
DMXF ISHARES TR220.19%0.20%0.21%Q4 2022Q1 20232
IJT ISHARES TR220.11%0.20%0.28%Q4 2022Q1 20232
ESGD ISHARES TR220.15%0.18%0.21%Q4 2022Q1 20232
IWN ISHARES TR110.14%0.18%0.21%Q1 2023Q3 20232
VBK VANGUARD INDEX FDS220.17%0.17%0.17%Q4 2022Q1 20232
ESML ISHARES TR220.16%0.17%0.19%Q4 2022Q1 20232
ESGE ISHARES INC220.15%0.15%0.15%Q4 2022Q1 20232
BBY BEST BUY INC220.14%0.15%0.15%Q1 2023Q2 20232
ZROZ PIMCO ETF TR220.12%0.14%0.17%Q1 2023Q2 20232
JKHY HENRY JACK & ASSOC INC110.13%0.14%0.16%Q4 2022Q2 20232
AMGN AMGEN INC220.14%0.14%0.14%Q4 2022Q1 20232
MDT MEDTRONIC PLC220.12%0.13%0.14%Q1 2023Q2 20232
DG DOLLAR GEN CORP NEW220.11%0.13%0.14%Q4 2022Q1 20232
CME CME GROUP INC110.11%0.12%0.13%Q1 2023Q3 20232
MS MORGAN STANLEY220.11%0.12%0.12%Q4 2022Q1 20232
MPW MEDICAL PPTYS TRUST INC220.06%0.07%0.07%Q1 2023Q2 20232
TFLO ISHARES TR111.50%1.50%1.50%Q3 2023Q3 20231
EEMV ISHARES INC111.46%1.46%1.46%Q4 2022Q4 20221
ELS EQUITY LIFESTYLE PPTYS...111.40%1.40%1.40%Q3 2023Q3 20231
SHYG ISHARES TR111.31%1.31%1.31%Q4 2022Q4 20221
MTUM ISHARES TR110.87%0.87%0.87%Q4 2022Q4 20221
IVW ISHARES TR110.62%0.62%0.62%Q3 2023Q3 20231
LQD ISHARES TR110.42%0.42%0.42%Q3 2023Q3 20231
ICVT ISHARES TR110.32%0.32%0.32%Q4 2022Q4 20221
COMT ISHARES U S ETF TR110.25%0.25%0.25%Q4 2022Q4 20221
USIG ISHARES TR110.19%0.19%0.19%Q3 2023Q3 20231
GBF ISHARES TR110.18%0.18%0.18%Q2 2023Q2 20231
WBA WALGREENS BOOTS ALLIAN...110.17%0.17%0.17%Q3 2023Q3 20231
GNMA ISHARES TR110.15%0.15%0.15%Q2 2023Q2 20231
AMP AMERIPRISE FINL INC110.14%0.14%0.14%Q2 2023Q2 20231
CALM CAL MAINE FOODS INC110.14%0.14%0.14%Q2 2023Q2 20231
LIN LINDE PLC110.14%0.14%0.14%Q4 2022Q4 20221
TFC TRUIST FINL CORP110.13%0.13%0.13%Q3 2023Q3 20231
BAC BANK AMERICA CORP110.13%0.13%0.13%Q4 2022Q4 20221
BAB INVESCO EXCH TRADED FD...110.13%0.13%0.13%Q4 2022Q4 20221
DIS DISNEY WALT CO110.13%0.13%0.13%Q1 2023Q1 20231
ABT ABBOTT LABS110.13%0.13%0.13%Q2 2023Q2 20231
STIP ISHARES TR110.13%0.13%0.13%Q4 2022Q4 20221
STPZ PIMCO ETF TR110.12%0.12%0.12%Q4 2022Q4 20221
KMI KINDER MORGAN INC DEL110.12%0.12%0.12%Q3 2023Q3 20231
PBTP INVESCO EXCH TRADED FD...110.12%0.12%0.12%Q4 2022Q4 20221
HE HAWAIIAN ELEC INDUSTRIES110.12%0.12%0.12%Q3 2023Q3 20231
LYB LYONDELLBASELL INDUSTR...110.11%0.11%0.11%Q1 2023Q1 20231
TMO THERMO FISHER SCIENTIF...110.11%0.11%0.11%Q1 2023Q1 20231
IYE ISHARES TR110.11%0.11%0.11%Q4 2022Q4 20221
CMDY ISHARES U S ETF TR110.11%0.11%0.11%Q4 2022Q4 20221
CWB SPDR SER TR110.11%0.11%0.11%Q4 2022Q4 20221
VFC V F CORP110.11%0.11%0.11%Q4 2022Q4 20221
BDN BRANDYWINE RLTY TR110.03%0.03%0.03%Q4 2022Q4 20221
PBI PITNEY BOWES INC110.02%0.02%0.02%Q4 2022Q4 20221
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The securities at the top of the list , including ISHARES TR, ISHARES TR, and VANGUARD INDEX FDS, are the highest-conviction holdings of Hoxton Planning & Management, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Hoxton Planning & Management, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Hoxton Planning & Management, LLC owns currently or has owned in the past.