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  Name: Hixon Zuercher LLC
  City: Findlay
  State: OH
  Zip: 45840
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $236,485,000
  Total Value Change : $21,058,000
  Securities Held Change : -3
   
All Securities Held : 61
  New Positions : 5
  Closed Positions : 8
  Increased Positions : 39
  Unchanged Positions : 1
  Decreased Positions : 16

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 8     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 64 Closed $532.53 $0 0 0% -3,239,000 -6,781 0    Closed - End Fund - E...
   (MMM)1 Year Chart         MMM 3M Co 63 Closed $101.49 $0 0 0% -230,000 -2,100 0    Conglomerates
   (GSSC)1 Year Chart         GSSC Goldman Sachs Activebeta Us... 69 Closed $0.00 $0 0 0% -5,059,000 -80,144 0    N/A
   (CASY)1 Year Chart         CASY Caseys General Stores Inc 62 Closed $337.08 $0 0 0% -1,247,000 -4,538 0    Grocery Stores
   (INTU)1 Year Chart         INTU Intuit Inc 68 Closed $670.27 $0 0 0% -1,292,000 -2,067 0    Application Software
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 67 Closed $96.74 $0 0 0% -209,000 -2,110 0    Closed - End Fund - E...
   (NKE)1 Year Chart         NKE Nike Inc B 66 Closed $92.50 $0 0 0% -220,000 -2,026 0    Textile - Apparel Foo...
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 65 Closed $529.83 $0 0 0% -361,000 -759 0    Closed - End Fund - E...

      8 Records Found
  1    
Page 1 of 1
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