Loading…
CIK 0001806752 • 6 13F filings • Apr 25, 2025 – Jul 20, 2026
Import this data to Google Sheets with:
=jivedata("hixon-zuercher-llc-0001806752-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $308K | 0.1%Prev: 0.1% | 1,900 SH | Increased+300 SH |
| ABBOTT LABORATORIES | COM | $2.1M | 0.6%Prev: 0.8% | 23,551 SH | Decreased+14 SH |
| ABBVIE INC | COM | $661K | 0.2%Prev: 0.2% | 2,625 SH | Increased+225 SH |
| ADOBE INC | COM | $2.5M | 0.7%Prev: 0.9% | 12,436 SH | Decreased-50 SH |
| ADVANCED MICRO DEVICES INC | COM | $9.1M | 2.7%Prev: 1.0% | 15,649 SH | Increased-862 SH |
| AIR PRODUCTS AND CHEMICALS I | COM | $2.6M | 0.8%Prev: 0.8% | 8,885 SH | Increased+253 SH |
| ALPHABET INC | CAP STK CL A | $9.9M | 2.9%Prev: 1.9% | 27,802 SH | Increased+6,246 SH |
| ALPHABET INC | CAP STK CL C | $509K | 0.1%Prev: 0.1% | 1,440 SH | Increased |
| AMAZON COM INC | COM | $8.8M | 2.6%Prev: 2.1% | 36,944 SH | Increased+3,821 SH |
| AMDOCS LTD | SHS | $2.1M | 0.6%Prev: 0.9% | 40,988 SH | Decreased-1,519 SH |
| AMERICAN ELEC PWR CO INC | COM | $2.1M | 0.6%Prev: 0.6% | 15,223 SH | Increased-107 SH |
| AMERICAN TOWER CORP | COM | $1.4M | 0.4%Prev: 0.4% | 8,811 SH | Decreased+439 SH |
| AMPHENOL CORP | CL A | $4.2M | 1.2%Prev: 1.0% | 23,720 SH | Increased-512 SH |
| APPLE INC | COM | $8.2M | 2.4%Prev: 2.3% | 28,191 SH | Increased-412 SH |
| ARISTA NETWORKS INC | COM SHS | $4.0M | 1.2% | 23,799 SH | New |
| BAKER HUGHES COMPANY | CL A | $3.4M | 1.0%Prev: 1.1% | 61,739 SH | Decreased+2,987 SH |
| BANK OF AMER CORP | COM | $4.1M | 1.2% | 72,756 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $3.5M | 1.0%Prev: 1.4% | 7,053 SH | Decreased-2,605 SH |
| BROADCOM INC | COM | $3.9M | 1.1%Prev: 1.0% | 10,195 SH | Increased-136 SH |
| CAMECO CORP | COM | $407K | 0.1%Prev: 0.1% | 4,000 SH | Decreased |
| CATERPILLAR INC | COM | $6.6M | 1.9%Prev: 2.1% | 6,162 SH | Decreased-3,362 SH |
| CDW CORP | COM | $1.2M | 0.3%Prev: 0.4% | 8,300 SH | Decreased-1,888 SH |
| COPART INC | COM | $3.4M | 1.0%Prev: 1.2% | 121,102 SH | Decreased+2,430 SH |
| COSTCO WHOLESALE CORPORATION | COM | $2.7M | 0.8%Prev: 0.9% | 2,938 SH | Decreased-27 SH |
| CROWN HLDGS INC | COM | $3.0M | 0.9%Prev: 0.8% | 27,243 SH | Increased+2,217 SH |
| DEERE & CO | COM | $2.3M | 0.7%Prev: 0.6% | 3,683 SH | Increased-17 SH |
| DELL TECHNOLOGIES INC | CL C | $6.0M | 1.8%Prev: 1.9% | 13,837 SH | Decreased-23,930 SH |
| DIGITAL RLTY TR INC | COM | $2.8M | 0.8%Prev: 0.9% | 15,569 SH | Decreased-418 SH |
| DISNEY WALT CO | COM | $2.5M | 0.7%Prev: 0.8% | 26,355 SH | Increased+1,229 SH |
| DOLLAR GEN CORP | COM | $1.9M | 0.5%Prev: 0.6% | 16,168 SH | Decreased+441 SH |
| EDWARDS LIFESCIENCES CORP | COM | $2.8M | 0.8%Prev: 0.8% | 30,496 SH | Increased-421 SH |
| ELI LILLY & CO | COM | $2.1M | 0.6%Prev: 0.5% | 1,765 SH | Increased+15 SH |
| FIDELITY GREENWOOD STREET TR | YIEL ENH EQU ETF | $290K | 0.1% | 10,054 SH | New |
| GEN DIGITAL INC | COM | $2.9M | 0.9%Prev: 0.7% | 118,159 SH | Increased-8,934 SH |
| GOLDMAN SACHS ETF TR | ACTIVEBETA INT | $24.1M | 7.1%Prev: 6.8% | 526,508 SH | Increased+18,929 SH |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US | $1.2M | 0.4%Prev: 0.3% | 13,273 SH | Increased+424 SH |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | $13.7M | 4.0%Prev: 3.7% | 96,746 SH | Increased+2,062 SH |
| GOLDMAN SACHS ETF TR | S&P 500 PREMIUM | $348K | 0.1%Prev: 0.2% | 6,259 SH | Decreased-3,874 SH |
| GOLDMAN SACHS GROUP INC | COM | $9.1M | 2.7%Prev: 2.4% | 8,968 SH | Increased-297 SH |
| HCA HEALTHCARE INC | COM | $2.4M | 0.7%Prev: 0.9% | 6,259 SH | Decreased-73 SH |
| HERSHEY CO | COM | $739K | 0.2%Prev: 0.3% | 4,214 SH | Decreased+127 SH |
| HONEYWELL AEROSPACE INC | COM | $1.3M | 0.4% | 5,736 SH | New |
| HONEYWELL INTL INC | COM | $1.3M | 0.4%Prev: 1.9% | 5,736 SH | Decreased-21,430 SH |
| INTERCONTINENTAL EXCHANGE IN | COM | $1.7M | 0.5%Prev: 0.7% | 13,710 SH | Decreased+426 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $618K | 0.2%Prev: 0.2% | 2,904 SH | Increased |
| ISHARES INC | CORE MSCI EMKT | $548K | 0.2%Prev: 0.1% | 6,620 SH | Increased |
| ISHARES INC | EMNG MKTS EQT | $11.0M | 3.2%Prev: 2.8% | 150,551 SH | Increased+2,890 SH |
| ISHARES TR | 20 YR TR BD ETF | $5.4M | 1.6%Prev: 1.6% | 62,862 SH | Increased+2,051 SH |
| ISHARES TR | CORE MSCI EAFE | $1.3M | 0.4%Prev: 0.4% | 13,100 SH | Increased |
| ISHARES TR | CORE S&P SCP ETF | $542K | 0.2%Prev: 0.1% | 3,656 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $542K | 0.2%Prev: 0.2% | 724 SH | Increased-31 SH |
| ISHARES TR | S&P MC 400VL ETF | $236K | 0.1%Prev: 0.1% | 1,600 SH | Increased |
| ISHARES TR | TRUST ISHARE 0-1 | $5.5M | 1.6%Prev: 1.6% | 49,394 SH | Increased+1,552 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $398K | 0.1%Prev: 0.2% | 7,052 SH | Decreased-4,226 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $4.0M | 1.2%Prev: 1.2% | 78,706 SH | Increased+1,295 SH |
| JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | $11.5M | 3.4%Prev: 3.1% | 152,829 SH | Increased+5,240 SH |
| JOHNSON & JOHNSON | COM | $12.0M | 3.5%Prev: 3.6% | 47,061 SH | Increased-877 SH |
| JPMORGAN CHASE & CO | COM | $9.7M | 2.9%Prev: 2.8% | 29,750 SH | Increased-435 SH |
| LOWES COS INC | COM | $4.6M | 1.3%Prev: 1.7% | 20,724 SH | Decreased-2,492 SH |
| MANHATTAN ASSOCIATES INC | COM | $2.7M | 0.8%Prev: 0.8% | 19,655 SH | Increased-303 SH |
| MARATHON PETE CORP | COM | $809K | 0.2% | 3,163 SH | New |
| MASTERCARD INCORPORATED | CL A | $6.8M | 2.0%Prev: 2.0% | 13,186 SH | Increased+70 SH |
| MCDONALDS CORP | COM | $1.5M | 0.5%Prev: 0.5% | 5,687 SH | Decreased+301 SH |
| META PLATFORMS INC | CL A | $6.0M | 1.8%Prev: 1.6% | 10,635 SH | Increased+1,563 SH |
| MICROSOFT CORP | COM | $8.2M | 2.4%Prev: 2.0% | 21,938 SH | Increased+4,558 SH |
| NETFLIX INC. | COM | $1.3M | 0.4%Prev: 0.7% | 17,819 SH | Decreased-4,129 SH |
| NEW YORK TIMES CO MTN BE | CL A | $2.3M | 0.7%Prev: 0.7% | 32,584 SH | Decreased+4,282 SH |
| NEXTERA ENERGY INC | COM | $8.5M | 2.5%Prev: 2.8% | 96,673 SH | Decreased+157 SH |
| NVIDIA CORPORATION | COM | $11.4M | 3.4%Prev: 2.7% | 57,102 SH | Increased+8,180 SH |
| OWENS CORNING NEW | COM | $2.0M | 0.6%Prev: 0.4% | 12,320 SH | Increased+948 SH |
| PEPSICO INC | COM | $4.8M | 1.4%Prev: 1.7% | 35,681 SH | Decreased-304 SH |
| PFIZER INC | COM | $2.0M | 0.6%Prev: 0.7% | 84,017 SH | Decreased+4,756 SH |
| PROCTER & GAMBLE CO | COM | $654K | 0.2%Prev: 0.2% | 4,458 SH | Increased+650 SH |
| PROGRESSIVE CORP | COM | $3.3M | 1.0%Prev: 0.9% | 15,072 SH | Increased+1,290 SH |
| PROLOGIS INC. | COM | $2.5M | 0.7%Prev: 0.8% | 18,143 SH | Increased-242 SH |
| QUALCOMM INC | COM | $1.7M | 0.5%Prev: 0.4% | 9,349 SH | Increased-44 SH |
| SALESFORCE INC | COM | $2.7M | 0.8%Prev: 1.0% | 16,995 SH | Decreased-59 SH |
| SCHWAB CHARLES CORP | COM | $4.5M | 1.3%Prev: 1.4% | 48,603 SH | Decreased-282 SH |
| STARBUCKS CORP | COM | $2.9M | 0.8%Prev: 0.8% | 28,170 SH | Increased-725 SH |
| STRYKER CORPORATION | COM | $7.3M | 2.1%Prev: 2.4% | 23,068 SH | Decreased-67 SH |
| TRACTOR SUPPLY CO | COM | $1.4M | 0.4%Prev: 0.4% | 43,462 SH | Increased+14,936 SH |
| TRANSDIGM GROUP INC | COM | $2.8M | 0.8%Prev: 0.7% | 2,139 SH | Increased+200 SH |
| UNION PAC CORP | COM | $4.3M | 1.3% | 15,780 SH | New |
| VISA INC | COM CL A | $666K | 0.2%Prev: 0.2% | 1,941 SH | Increased+223 SH |
| WALMART INC | COM | $5.9M | 1.7%Prev: 2.1% | 51,921 SH | Decreased-1,140 SH |
| WELLS FARGO & CO | COM | $2.2M | 0.7%Prev: 1.4% | 27,003 SH | Decreased-30,051 SH |
| WELLTOWER INC | COM | $217K | 0.1% | 954 SH | New |
| ZOETIS INC | CL A | $1.5M | 0.4%Prev: 0.6% | 20,750 SH | Decreased+3,639 SH |
| 13F-HR |
| 0002085853-25-000070 |
| $328.6M |
| View |
| Jul 20, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000772 | $340.8M | View |
| Apr 20, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000411 | $321.1M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000533 | $283.6M | View |