13F-HR filed by Hixon Zuercher, LLC
Hixon Zuercher, LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-10-14, with 87 holding rows worth $328,573,311.
- Accession
- 0002085853-25-000070
- Filer
- CIK 1806752
- Filed
- 2025-10-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 87 entries on the cover page, a total value of $328,573,311 stated on the cover page (in dollars after the unit check, H1), rows summing to $328,573,311 with VALUE read as dollars as filed, 13F file number 028-21378. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS ETF TR | 381430107 | ACTIVEBETA INT | 567,922 | $23,347,285 | dollars as filed | |
| GOLDMAN SACHS ETF TR | 381430503 | ACTIVEBETA US LG | 92,543 | $12,056,471 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 19,151 | $9,919,210 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 51,372 | $9,585,004 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 30,270 | $9,548,042 | dollars as filed | |
| JOHN HANCOCK EXCHANGE TRADED | 47804J206 | MULTIFACTOR MI | 144,459 | $9,345,068 | dollars as filed | |
| iShares Emerging Markets Equity Factor ETF | 46434G889 | SHS | 163,581 | $9,255,431 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 49,783 | $9,230,849 | dollars as filed | |
| Apple Inc | 037833100 | COM | 35,269 | $8,980,610 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 22,501 | $8,318,039 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 9,581 | $7,630,167 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 34,546 | $7,585,265 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 30,683 | $7,459,063 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 13,063 | $7,430,192 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 96,984 | $7,321,343 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 57,047 | $6,432,043 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 8,500 | $6,242,251 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 23,261 | $5,845,802 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 54,124 | $5,578,024 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 6,014 | $5,566,477 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 26,183 | $5,511,465 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 58,903 | $5,264,189 | dollars as filed | |
| iShares Short Treasury Bond ETF | 464288679 | SHS | 47,515 | $5,249,954 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 10,776 | $5,141,829 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 36,346 | $5,104,497 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 35,459 | $5,027,038 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 9,805 | $4,929,366 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 49,044 | $4,682,241 | dollars as filed | |
| COPART INC COM | 217204106 | Stock | 93,704 | $4,213,869 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 77,394 | $3,926,179 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 23,170 | $3,748,674 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 72,601 | $3,745,492 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 10,604 | $3,740,561 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 10,459 | $3,450,637 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 14,326 | $3,395,211 | dollars as filed | |
| GEN DIGITAL INC COM | 668771108 | Stock | 117,579 | $3,338,063 | dollars as filed | |
| MANHATTAN ASSOCIATES INC COM | 562750109 | Stock | 15,689 | $3,215,931 | dollars as filed | |
| AMDOCS LTD | G02602103 | SHS | 39,074 | $3,206,043 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 23,455 | $3,141,561 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 24,739 | $3,061,453 | dollars as filed | |
| BAKER HUGHES COMPANY CL A | 05722G100 | Stock | 60,673 | $2,955,987 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 11,641 | $2,874,771 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 24,892 | $2,850,092 | dollars as filed | |
| DIGITAL RLTY TR INC COM | 253868103 | REIT | 15,717 | $2,717,162 | dollars as filed | |
| HCA Healthcare Inc | 40412C101 | COM | 6,230 | $2,655,043 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 2,206 | $2,644,818 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 9,298 | $2,615,001 | dollars as filed | |
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 1,890 | $2,490,624 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 28,059 | $2,373,803 | dollars as filed | |
| EDWARDS LIFESCIENCES CORP COM | 28176E108 | Stock | 30,328 | $2,358,609 | dollars as filed | |
| AIR PRODS & CHEMS INC | 009158106 | COM | 8,491 | $2,315,718 | dollars as filed | |
| ZOETIS INC CL A | 98978V103 | Stock | 15,412 | $2,255,032 | dollars as filed | |
| Prologis,Inc. | 74340W103 | COM | 19,574 | $2,241,618 | dollars as filed | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 13,229 | $2,228,745 | dollars as filed | |
| PPG INDS INC COM | 693506107 | Stock | 20,134 | $2,116,326 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 82,519 | $2,102,574 | dollars as filed | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 15,572 | $1,751,849 | dollars as filed | |
| Deere & Company | 244199105 | COM | 3,755 | $1,716,916 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 5,430 | $1,650,022 | dollars as filed | |
| NEW YORK TIMES CO MTN BE CL A | 650111107 | Stock | 28,686 | $1,646,569 | dollars as filed | |
| TRACTOR SUPPLY CO COM | 892356106 | Stock | 28,395 | $1,614,808 | dollars as filed | |
| DOLLAR GEN CORP COM | 256677105 | Stock | 15,545 | $1,606,595 | dollars as filed | |
| American Tower Corporation | 03027X100 | COM | 8,341 | $1,604,224 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 9,360 | $1,557,067 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 1,789 | $1,364,824 | dollars as filed | |
| OWENS CORNING NEW | 690742101 | COM | 9,352 | $1,322,887 | dollars as filed | |
| CDW CORP COM | 12514G108 | Stock | 8,078 | $1,286,653 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 13,430 | $1,172,552 | dollars as filed | |
| GOLDMAN SACHS ETF TR | 381430602 | ACTIVEBETA US | 13,748 | $1,029,597 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 2,109 | $937,919 | dollars as filed | |
| HERSHEY CO COM | 427866108 | Stock | 4,119 | $770,387 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 4,458 | $684,972 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,991 | $679,688 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 2,846 | $659,034 | dollars as filed | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 11,536 | $658,726 | dollars as filed | |
| MARATHON PETE CORP COM | 56585A102 | Stock | 3,317 | $639,235 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 2,982 | $565,703 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 2,115 | $515,108 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 757 | $506,903 | dollars as filed | |
| ISHARES TR | 464287168 | COM | 3,482 | $494,754 | dollars as filed | |
| ISHARES TR | 46429B663 | CORE HIGH DV ETF | 3,993 | $488,963 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 6,620 | $436,390 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 3,656 | $434,442 | dollars as filed | |
| HENRY JACK & ASSOC INC | 426281101 | COM | 2,497 | $371,878 | dollars as filed | |
| CAMECO CORP COM | 13321L108 | Stock | 4,000 | $335,440 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 1,900 | $294,842 | dollars as filed | |
| iShares S&P Mid-Cap 400 Value ETF | 464287705 | SHS | 1,600 | $207,552 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002085853-25-000070 | this filing | 2025-10-14 | acceptance time not in the bulk data set |