Hixon Zuercher, LLC

CIK 0001806752 • 6 13F filings • Apr 25, 2025 – Jul 20, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q1 2026

Q1 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $321.1M85 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$232K	0.1%Prev: 0.1%	1,600 SH	Decreased-200 SH
ABBOTT LABORATORIES	COM	$2.4M	0.8%	23,537 SH	New
ABBVIE INC	COM	$522K	0.2%Prev: 0.2%	2,400 SH	Decreased-482 SH
ADOBE INC	COM	$3.0M	0.9%Prev: 1.1%	12,486 SH	Decreased+4,327 SH
ADVANCED MICRO DEVICES INC	COM	$3.4M	1.0%Prev: 0.9%	16,511 SH	Increased-7,130 SH
AIR PRODUCTS AND CHEMICALS I	COM	$2.5M	0.8%	8,632 SH	New
ALPHABET INC	CAP STK CL A	$6.2M	1.9%Prev: 1.6%	21,556 SH	Increased-7,027 SH
ALPHABET INC	CAP STK CL C	$413K	0.1%	1,440 SH	New
AMAZON COM INC	COM	$6.9M	2.1%Prev: 2.2%	33,123 SH	Increased-152 SH
AMDOCS LTD	SHS	$2.8M	0.9%Prev: 1.3%	42,507 SH	Decreased+2,654 SH
AMERICAN ELEC PWR CO INC	COM	$2.0M	0.6%Prev: 0.6%	15,330 SH	Increased+156 SH
AMERICAN TOWER CORP	COM	$1.4M	0.4%	8,372 SH	New
AMPHENOL CORP	CL A	$3.1M	1.0%	24,232 SH	New
APPLE INC	COM	$7.3M	2.3%Prev: 2.6%	28,603 SH	Decreased-4,220 SH
BAKER HUGHES COMPANY	CL A	$3.6M	1.1%Prev: 0.9%	58,752 SH	Increased-520 SH
BANK AMERICA CORP	COM	$3.5M	1.1%Prev: 1.0%	71,392 SH	Increased+2,921 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.6M	1.4%Prev: 1.9%	9,658 SH	Decreased-328 SH
BROADCOM INC	COM	$3.2M	1.0%Prev: 0.5%	10,331 SH	Increased+1,203 SH
CAMECO CORP	COM	$434K	0.1%	4,000 SH	New
CATERPILLAR INC	COM	$6.7M	2.1%Prev: 2.7%	9,524 SH	Decreased-13,911 SH
CDW CORP	COM	$1.2M	0.4%Prev: 0.4%	10,188 SH	Increased+3,028 SH
COPART INC	COM	$3.9M	1.2%Prev: 1.5%	118,672 SH	Decreased+45,437 SH
COSTCO WHOLESALE CORPORATION	COM	$3.0M	0.9%	2,965 SH	New
CROWN HLDGS INC	COM	$2.5M	0.8%	25,026 SH	New
DEERE & CO	COM	$2.1M	0.6%Prev: 0.6%	3,700 SH	Increased-79 SH
DELL TECHNOLOGIES INC	CL C	$6.2M	1.9%Prev: 0.9%	37,767 SH	Increased+9,157 SH
DIGITAL RLTY TR INC	COM	$2.9M	0.9%Prev: 0.8%	15,987 SH	Increased+38 SH
DISNEY WALT CO	COM	$2.4M	0.8%Prev: 0.8%	25,126 SH	Increased+1,157 SH
DOLLAR GEN CORP	COM	$1.9M	0.6%	15,727 SH	New
EDWARDS LIFESCIENCES CORP	COM	$2.5M	0.8%Prev: 0.8%	30,917 SH	Increased+412 SH
ELI LILLY & CO	COM	$1.6M	0.5%Prev: 0.5%	1,750 SH	Increased-39 SH
EXXON MOBIL CORP	COM	$9.5M	3.0%Prev: 2.3%	56,000 SH	Increased+401 SH
FIDELITY GREENWOOD STREET TR	YIELD ENHANCED E	$463K	0.1%	17,050 SH	New
GEN DIGITAL INC	COM	$2.4M	0.7%	127,093 SH	New
GLOBAL X FDS	MSCI SUPR EM ETF	$263K	0.1%	8,116 SH	New
GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$21.9M	6.8%Prev: 6.9%	507,579 SH	Increased-41,544 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA US	$958K	0.3%Prev: 1.0%	12,849 SH	Decreased-34,086 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$11.8M	3.7%Prev: 3.5%	94,684 SH	Increased+4,597 SH
GOLDMAN SACHS ETF TR	S&P 500 PREMIUM	$507K	0.2%	10,133 SH	New
GOLDMAN SACHS GROUP INC	COM	$7.8M	2.4%Prev: 1.9%	9,265 SH	Increased-485 SH
HCA HEALTHCARE INC	COM	$3.0M	0.9%Prev: 0.8%	6,332 SH	Increased-102 SH
HERSHEY CO	COM	$850K	0.3%Prev: 0.2%	4,087 SH	Increased+89 SH
HONEYWELL INTL INC	COM	$6.1M	1.9%Prev: 1.9%	27,166 SH	Increased+1,989 SH
INTERCONTINENTAL EXCHANGE IN	COM	$2.1M	0.7%Prev: 0.8%	13,284 SH	Decreased+585 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$557K	0.2%	2,904 SH	New
ISHARES INC	CORE MSCI EMKT	$462K	0.1%	6,620 SH	New
ISHARES INC	EMNG MKTS EQT	$8.9M	2.8%Prev: 2.7%	147,661 SH	Increased-17,157 SH
ISHARES TR	20 YR TR BD ETF	$5.3M	1.6%Prev: 1.7%	60,811 SH	Increased+8,448 SH
ISHARES TR	CORE MSCI EAFE	$1.2M	0.4%	13,100 SH	New
ISHARES TR	CORE S&P SCP ETF	$454K	0.1%	3,656 SH	New
ISHARES TR	CORE S&P500 ETF	$493K	0.2%	755 SH	New
ISHARES TR	S&P MC 400VL ETF	$212K	0.1%	1,600 SH	New
ISHARES TR	TRUST ISHARE 0-1	$5.3M	1.6%	47,842 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$639K	0.2%Prev: 0.2%	11,278 SH	Increased+1,260 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$3.9M	1.2%Prev: 1.1%	77,411 SH	Increased+18,300 SH
JOHN HANCOCK EXCHANGE TRADED	MULTIFACTOR MI	$9.9M	3.1%Prev: 2.5%	147,589 SH	Increased+24,963 SH
JOHNSON & JOHNSON	COM	$11.7M	3.6%Prev: 2.9%	47,938 SH	Increased-1,911 SH
JPMORGAN CHASE & CO	COM	$8.9M	2.8%	30,185 SH	New
LOWES COS INC	COM	$5.5M	1.7%Prev: 2.1%	23,216 SH	Decreased-2,672 SH
MANHATTAN ASSOCIATES INC	COM	$2.7M	0.8%Prev: 0.5%	19,958 SH	Increased+11,611 SH
MASTERCARD INCORPORATED	CL A	$6.6M	2.0%Prev: 2.6%	13,116 SH	Decreased-115 SH
MCDONALDS CORP	COM	$1.7M	0.5%Prev: 0.9%	5,386 SH	Decreased-2,656 SH
META PLATFORMS INC	CL A	$5.2M	1.6%Prev: 1.7%	9,072 SH	Increased+837 SH
MICROSOFT CORP	COM	$6.4M	2.0%Prev: 2.2%	17,380 SH	Increased+1,085 SH
NETFLIX INC.	COM	$2.1M	0.7%	21,948 SH	New
NEW YORK TIMES CO MTN BE	CL A	$2.4M	0.7%	28,302 SH	New
NEXTERA ENERGY INC	COM	$9.0M	2.8%Prev: 2.4%	96,516 SH	Increased+1,885 SH
NVIDIA CORPORATION	COM	$8.5M	2.7%Prev: 1.9%	48,922 SH	Increased-1,510 SH
OWENS CORNING NEW	COM	$1.2M	0.4%Prev: 0.4%	11,372 SH	Increased+2,808 SH
PEPSICO INC	COM	$5.6M	1.7%Prev: 1.6%	35,985 SH	Increased+6,016 SH
PFIZER INC	COM	$2.2M	0.7%Prev: 0.7%	79,261 SH	Increased-1,522 SH
PROCTER & GAMBLE CO	COM	$550K	0.2%	3,808 SH	New
PROGRESSIVE CORP	COM	$2.7M	0.9%Prev: 0.8%	13,782 SH	Increased+5,680 SH
PROLOGIS INC.	COM	$2.4M	0.8%Prev: 0.8%	18,385 SH	Increased-985 SH
QUALCOMM INC	COM	$1.2M	0.4%Prev: 0.5%	9,393 SH	Decreased+940 SH
SALESFORCE INC	COM	$3.2M	1.0%Prev: 1.4%	17,054 SH	Decreased+2,763 SH
SCHWAB CHARLES CORP	COM	$4.6M	1.4%Prev: 1.4%	48,885 SH	Increased-1,839 SH
STARBUCKS CORP	COM	$2.6M	0.8%Prev: 1.0%	28,895 SH	Decreased+980 SH
STRYKER CORPORATION	COM	$7.6M	2.4%Prev: 3.0%	23,135 SH	Decreased+515 SH
TRACTOR SUPPLY CO	COM	$1.3M	0.4%Prev: 0.5%	28,526 SH	Decreased+1,162 SH
TRANSDIGM GROUP INC	COM	$2.2M	0.7%Prev: 0.9%	1,939 SH	Decreased+12 SH
VISA INC	COM CL A	$519K	0.2%Prev: 0.2%	1,718 SH	Decreased-273 SH
WALMART INC	COM	$6.6M	2.1%Prev: 1.7%	53,061 SH	Increased-2,114 SH
WELLS FARGO & CO	COM	$4.5M	1.4%	57,054 SH	New
ZOETIS INC	CL A	$2.0M	0.6%Prev: 0.5%	17,111 SH	Increased+8,128 SH

Sold (vs prior filing)

ABBOTT LABS — $3.1M
AIR PRODS & CHEMS INC — $2.4M
AMERICAN TOWER CORP NEW — $1.8M
AMPHENOL CORP NEW — $1.6M
COSTCO WHSL CORP NEW — $5.5M
DOLLAR GEN CORP NEW — $1.4M
HENRY JACK & ASSOC INC — $456K
ILLUMINA INC — $749K
ISHARES TR — $462K
ISHARES TR — $445K
ISHARES TR — $4.7M
JPMORGAN CHASE & CO. — $9.6M
MARATHON PETE CORP — $657K
MARKETAXESS HLDGS INC — $2.3M
NETFLIX INC — $4.5M
NEW YORK TIMES CO — $681K
ORACLE CORP — $1.9M
PPG INDS INC — $2.1M
PROCTER AND GAMBLE CO — $844K
TESLA INC — $547K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0002085853-26-001143	—	View
Jan 26, 2026	Q4 2025	13F-HR	0002085853-26-000082	$329.8M	View
Oct 14, 2025	Q3 2025