Filed: 4/25/2025ACC: 0001667731-25-000533
📋 What this filing means
HIXON ZUERCHER, LLC filed this quarterly 13F‑HR report disclosing 80 equity positions with a total reported market value of $283.64M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
80
Positions
$283.64M
Total AUM (reported)
2.65M
Total Shares
Allocation by class
COM$187.41M66.1%
ACTIVEBETA INT$19.58M6.9%
CL A$18.34M6.5%
ACTIVEBETA US LG$9.92M3.5%
EMNG MKTS EQT$7.71M2.7%
MULTIFACTOR MI$7.03M2.5%
CL B NEW$5.32M1.9%
Portfolio Concentration
Top 3$39.06M13.8%
4–10$53.70M18.9%
11–25$82.35M29.0%
Rest$108.53M38.3%
Top 3 weight
13.8%
Top 10 weight
32.7%
Voting Authority Distribution
Total shares with voting rights: 2.65M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.65M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole80
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings80
Rows:
GOLDMAN SACHS ETF TR
SOLEShares549.12K
TypeSH
Market value$19.58M
6.90%
Sole
0.00
Shared
0.00
None
549.12K
GOLDMAN SACHS ETF TR
SOLEShares90.09K
TypeSH
Market value$9.92M
3.50%
Sole
0.00
Shared
0.00
None
90.09K
JPMORGAN CHASE & CO.
SOLEShares39.01K
TypeSH
Market value$9.57M
3.37%
Sole
0.00
Shared
0.00
None
39.01K
STRYKER CORPORATION
SOLEShares22.62K
TypeSH
Market value$8.42M
2.97%
Sole
0.00
Shared
0.00
None
22.62K
JOHNSON & JOHNSON
SOLEShares49.85K
TypeSH
Market value$8.27M
2.91%
Sole
0.00
Shared
0.00
None
49.85K
CATERPILLAR INC
SOLEShares23.43K
TypeSH
Market value$7.73M
2.72%
Sole
0.00
Shared
0.00
None
23.43K
ISHARES INC
SOLEShares164.82K
TypeSH
Market value$7.71M
2.72%
Sole
0.00
Shared
0.00
None
164.82K
APPLE INC
SOLEShares32.82K
TypeSH
Market value$7.29M
2.57%
Sole
0.00
Shared
0.00
None
32.82K
MASTERCARD INCORPORATED
SOLEShares13.23K
TypeSH
Market value$7.25M
2.56%
Sole
0.00
Shared
0.00
None
13.23K
JOHN HANCOCK EXCHANGE TRADED
SOLEShares122.63K
TypeSH
Market value$7.03M
2.48%
Sole
0.00
Shared
0.00
None
122.63K
NEXTERA ENERGY INC
SOLEShares94.63K
TypeSH
Market value$6.71M
2.37%
Sole
0.00
Shared
0.00
None
94.63K
EXXON MOBIL CORP
SOLEShares55.60K
TypeSH
Market value$6.61M
2.33%
Sole
0.00
Shared
0.00
None
55.60K
AMAZON COM INC
SOLEShares33.27K
TypeSH
Market value$6.33M
2.23%
Sole
0.00
Shared
0.00
None
33.27K
MICROSOFT CORP
SOLEShares16.30K
TypeSH
Market value$6.12M
2.16%
Sole
0.00
Shared
0.00
None
16.30K
LOWES COS INC
SOLEShares25.89K
TypeSH
Market value$6.04M
2.13%
Sole
0.00
Shared
0.00
None
25.89K
COSTCO WHSL CORP NEW
SOLEShares5.82K
TypeSH
Market value$5.50M
1.94%
Sole
0.00
Shared
0.00
None
5.82K
NVIDIA CORPORATION
SOLEShares50.43K
TypeSH
Market value$5.47M
1.93%
Sole
0.00
Shared
0.00
None
50.43K
HONEYWELL INTL INC
SOLEShares25.18K
TypeSH
Market value$5.33M
1.88%
Sole
0.00
Shared
0.00
None
25.18K
GOLDMAN SACHS GROUP INC
SOLEShares9.75K
TypeSH
Market value$5.33M
1.88%
Sole
0.00
Shared
0.00
None
9.75K
BERKSHIRE HATHAWAY INC DEL
SOLEShares9.99K
TypeSH
Market value$5.32M
1.87%
Sole
0.00
Shared
0.00
None
9.99K
WALMART INC
SOLEShares55.17K
TypeSH
Market value$4.84M
1.71%
Sole
0.00
Shared
0.00
None
55.17K
ISHARES TR
SOLEShares52.36K
TypeSH
Market value$4.77M
1.68%
Sole
0.00
Shared
0.00
None
52.36K
ISHARES TR
SOLEShares42.98K
TypeSH
Market value$4.75M
1.67%
Sole
0.00
Shared
0.00
None
42.98K
META PLATFORMS INC
SOLEShares8.23K
TypeSH
Market value$4.75M
1.67%
Sole
0.00
Shared
0.00
None
8.23K
NETFLIX INC
SOLEShares4.82K
TypeSH
Market value$4.49M
1.58%
Sole
0.00
Shared
0.00
None
4.82K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA INT | 549.12K | SH | $19.58M 6.90% | 0.00 | 0.00 | 549.12K |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA US LG | 90.09K | SH | $9.92M 3.50% | 0.00 | 0.00 | 90.09K |
JPMORGAN CHASE & CO.SOLE | COM | 39.01K | SH | $9.57M 3.37% | 0.00 | 0.00 | 39.01K |
STRYKER CORPORATIONSOLE | COM | 22.62K | SH | $8.42M 2.97% | 0.00 | 0.00 | 22.62K |
JOHNSON & JOHNSONSOLE | COM | 49.85K | SH | $8.27M 2.91% | 0.00 | 0.00 | 49.85K |
CATERPILLAR INCSOLE | COM | 23.43K | SH | $7.73M 2.72% | 0.00 | 0.00 | 23.43K |
ISHARES INCSOLE | EMNG MKTS EQT | 164.82K | SH | $7.71M 2.72% | 0.00 | 0.00 | 164.82K |
APPLE INCSOLE | COM | 32.82K | SH | $7.29M 2.57% | 0.00 | 0.00 | 32.82K |
MASTERCARD INCORPORATEDSOLE | CL A | 13.23K | SH | $7.25M 2.56% | 0.00 | 0.00 | 13.23K |
JOHN HANCOCK EXCHANGE TRADEDSOLE | MULTIFACTOR MI | 122.63K | SH | $7.03M 2.48% | 0.00 | 0.00 | 122.63K |
NEXTERA ENERGY INCSOLE | COM | 94.63K | SH | $6.71M 2.37% | 0.00 | 0.00 | 94.63K |
EXXON MOBIL CORPSOLE | COM | 55.60K | SH | $6.61M 2.33% | 0.00 | 0.00 | 55.60K |
AMAZON COM INCSOLE | COM | 33.27K | SH | $6.33M 2.23% | 0.00 | 0.00 | 33.27K |
MICROSOFT CORPSOLE | COM | 16.30K | SH | $6.12M 2.16% | 0.00 | 0.00 | 16.30K |
LOWES COS INCSOLE | COM | 25.89K | SH | $6.04M 2.13% | 0.00 | 0.00 | 25.89K |
COSTCO WHSL CORP NEWSOLE | COM | 5.82K | SH | $5.50M 1.94% | 0.00 | 0.00 | 5.82K |
NVIDIA CORPORATIONSOLE | COM | 50.43K | SH | $5.47M 1.93% | 0.00 | 0.00 | 50.43K |
HONEYWELL INTL INCSOLE | COM | 25.18K | SH | $5.33M 1.88% | 0.00 | 0.00 | 25.18K |
GOLDMAN SACHS GROUP INCSOLE | COM | 9.75K | SH | $5.33M 1.88% | 0.00 | 0.00 | 9.75K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 9.99K | SH | $5.32M 1.87% | 0.00 | 0.00 | 9.99K |
WALMART INCSOLE | COM | 55.17K | SH | $4.84M 1.71% | 0.00 | 0.00 | 55.17K |
ISHARES TRSOLE | 20 YR TR BD ETF | 52.36K | SH | $4.77M 1.68% | 0.00 | 0.00 | 52.36K |
ISHARES TRSOLE | SHORT TREAS BD | 42.98K | SH | $4.75M 1.67% | 0.00 | 0.00 | 42.98K |
META PLATFORMS INCSOLE | CL A | 8.23K | SH | $4.75M 1.67% | 0.00 | 0.00 | 8.23K |
NETFLIX INCSOLE | COM | 4.82K | SH | $4.49M 1.58% | 0.00 | 0.00 | 4.82K |
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