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| Name: |
Hixon Zuercher LLC |
| City: |
Findlay |
| State: |
OH |
| Zip: |
45840 |
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data |
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| Holdings
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16 |
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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 |
|
CAT |
Caterpillar Inc |
2 |
- |
$355.94 |
$9,160,000 |
24,999 |
3.87% |
1,725,000 |
-148 |
0.005 |
Farm & Construction M... |
|
|
MSFT |
Microsoft Corp |
3 |
- |
$430.52 |
$8,821,000 |
20,968 |
3.73% |
-60,000 |
-2,649 |
0 |
Application Software |
|
|
GSLC |
Goldman Sachs Activebeta Us... |
5 |
- |
$104.30 |
$8,349,000 |
80,441 |
3.53% |
-1,553,000 |
-25,110 |
0.054 |
N/A |
|
|
AAPL |
Apple Inc |
8 |
- |
$190.90 |
$7,639,000 |
44,549 |
3.23% |
-1,632,000 |
-3,606 |
0 |
Personal Computers |
|
|
LOW |
Lowes Companies Inc |
10 |
- |
$221.13 |
$7,336,000 |
28,801 |
3.1% |
668,000 |
-1,163 |
0.004 |
Home Improvement Stores |
|
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NVDA |
NVIDIA Corporation |
11 |
- |
$949.50 |
$7,055,000 |
7,808 |
2.98% |
2,116,000 |
-2,165 |
0 |
Semiconductor - Speci... |
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SBUX |
Starbucks Corp |
16 |
- |
$80.72 |
$5,643,000 |
61,749 |
2.39% |
-542,000 |
-2,675 |
0.005 |
Specialty Eateries |
|
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FB |
Meta Platforms Inc |
20 |
- |
$467.78 |
$5,080,000 |
10,461 |
2.15% |
1,358,000 |
-55 |
0 |
Internet Service Prov... |
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GS |
Goldman Sachs Group Inc |
23 |
- |
$462.38 |
$4,503,000 |
10,780 |
1.9% |
-11,000 |
-922 |
0.003 |
Investment Brokerage ... |
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AMD |
Advanced Micro Devices Inc |
29 |
- |
$165.52 |
$3,731,000 |
20,670 |
1.58% |
-459,000 |
-7,754 |
0.002 |
Semiconductor- Broad... |
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ADBE |
Adobe Systems Inc |
30 |
- |
$483.93 |
$3,547,000 |
7,030 |
1.5% |
-1,454,000 |
-1,353 |
0.001 |
Application Software |
|
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LLY |
Eli Lilly & Co |
51 |
- |
$802.91 |
$1,371,000 |
1,762 |
0.58% |
111,000 |
-400 |
0 |
Drug Manufacturers - ... |
|
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PG |
Procter & Gamble Co |
53 |
- |
$167.81 |
$820,000 |
5,056 |
0.35% |
-16,000 |
-649 |
0 |
Cleaning Products |
|
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MPC |
Marathon Petroleum Corp |
54 |
- |
$176.02 |
$586,000 |
2,907 |
0.25% |
49,000 |
-711 |
0 |
Oil & Gas Refining, P... |
|
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V |
Visa Inc |
55 |
- |
$275.58 |
$536,000 |
1,921 |
0.23% |
23,000 |
-51 |
0 |
Business Services |
|
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ABBV |
Abbvie Inc. |
56 |
- |
$159.61 |
$519,000 |
2,850 |
0.22% |
46,000 |
-200 |
0 |
Drug Manufacturers - ... |
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