Hixon Zuercher, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 23, 2025), Hixon Zuercher, LLC reported 79 stock positions worth $259.9 million. Its top holding was Apple (AAPL) at 3.8% of the portfolio, followed by JPMorgan Chase (JPM, 3.6%) and Goldman Activebeta US LC ETF (GSLC, 3.4%). Compared with Q3 2024, it opened 3 new positions, added to 26 and reduced 44. The biggest buy was a new position in iShares Core S&P 500 ETF (IVV) and the biggest sale Johnson & Johnson (JNJ, shares −15%).
- Most Recent 13F
- Q2 2026
- Location
- Findlay, OH
- CIK
- 0001806752
- Portfolio Value
- $259.9M (Q4 2024)
- SEC Filing
- 0001667731-25-000096 ↗ filed Jan 23, 2025
Holdings Value
Holdings 79 stocks · $259.9M
| AAPL Apple Inc. | 3.76% | 39,039 | $9.8M | Reduce -2.1% |
| JPM JPMorgan Chase & Co. | 3.60% | 39,028 | $9.4M | Reduce -2.2% |
| GSLC Goldman Activebeta US LC ETF | 3.40% | 76,763 | $8.8M | Reduce -3.5% |
| CAT Caterpillar Inc. | 3.19% | 22,868 | $8.3M | Reduce -1.4% |
| SYK Stryker Corp. | 3.08% | 22,216 | $8.0M | Add +0.6% |
| AMZN Amazon.com Inc. | 2.81% | 33,232 | $7.3M | Reduce -2.4% |
| COST Costco Wholesale Corp. | 2.80% | 7,932 | $7.3M | Reduce -2.8% |
| NVDA Nvidia Corp. | 2.76% | 53,384 | $7.2M | Reduce -5.8% |
| IVV iShares Core S&P 500 ETF | 2.69% | 11,877 | $7.0M | New |
| JNJ Johnson & Johnson | 2.68% | 48,129 | $7.0M | Reduce -14.7% |
| MA Mastercard Inc. Class A | 2.66% | 13,137 | $6.9M | Add +1.9% |
| WMT Walmart Inc. | 2.62% | 75,456 | $6.8M | Reduce -3.4% |
| NEE Nextera Energy Inc. | 2.51% | 90,855 | $6.5M | Add +0.1% |
| MSFT Microsoft Corp. | 2.47% | 15,224 | $6.4M | Add +0.2% |
| LOW Lowe's Cos Inc. | 2.39% | 25,152 | $6.2M | Reduce -1.9% |
| XOM Exxon Mobil Corp. | 2.20% | 53,106 | $5.7M | Reduce -0.1% |
| GSIE Goldman Sachs Activebeta Int | 2.13% | 166,103 | $5.5M | Reduce -1.9% |
| HON Honeywell International Inc. | 2.11% | 24,257 | $5.5M | Add +0.5% |
| GOOGL Alphabet Inc. Class A | 2.05% | 28,212 | $5.3M | Reduce -1.1% |
| GS Goldman Sachs Group Inc. | 2.05% | 9,298 | $5.3M | Reduce -2.5% |
| META Meta Platforms Inc. Class A | 1.85% | 8,216 | $4.8M | Reduce -4.6% |
| CRM Salesforce Inc. | 1.81% | 14,056 | $4.7M | Reduce -5.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.74% | 9,978 | $4.5M | Reduce -2.4% |
| SHV iShares 0-1 Year Treasury Bo | 1.70% | 40,120 | $4.4M | Add +5.2% |
| NFLX Netflix Inc. | 1.66% | 4,854 | $4.3M | Reduce -6.9% |
| CPRT Copart Inc. | 1.58% | 71,366 | $4.1M | Reduce -1.0% |
| PEP Pepsico Inc. | 1.51% | 25,748 | $3.9M | Reduce -8.5% |
| TLT iShares 20+ Year Treasury BD | 1.43% | 42,555 | $3.7M | Add +1.5% |
| SCHW Schwab (charles) Corp. | 1.42% | 50,001 | $3.7M | Add +1.1% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 1.38% | 81,250 | $3.6M | Reduce -19.1% |
| DOX Amdocs Ltd. | 1.27% | 38,747 | $3.3M | Add +3.1% |
| ADBE Adobe Inc. | 1.18% | 6,892 | $3.1M | Reduce -8.5% |
| JPST JPMorgan Ultra-Short Income | 1.18% | 60,753 | $3.1M | Add +191.5% |
| AMT American Tower Corp. | 1.16% | 16,411 | $3.0M | Reduce -10.9% |
| DLR Digital Realty Trust Inc. | 1.06% | 15,585 | $2.8M | Reduce -4.0% |
| ABT Abbott Laboratories | 1.00% | 23,068 | $2.6M | Add +1.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.99% | 23,136 | $2.6M | Add +2.3% |
| AMD Advanced Micro Devices | 0.96% | 20,564 | $2.5M | Add +4.8% |
| AGG iShares Core U.S. Aggregate | 0.93% | 24,962 | $2.4M | New |
| BKR Baker Hughes Co. | 0.92% | 58,359 | $2.4M | Add +6.5% |
| TDG Transdigm Group Inc. | 0.91% | 1,864 | $2.4M | Reduce -1.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.91% | 53,716 | $2.4M | Add +6.6% |
| MCD McDonald's Corp. | 0.90% | 8,027 | $2.3M | Reduce -1.4% |
| SBUX Starbucks Corp. | 0.89% | 25,211 | $2.3M | Reduce -5.3% |
| APD Air Products & Chemicals Inc. | 0.88% | 7,887 | $2.3M | Reduce -0.7% |
| ORCL Oracle Corp. | 0.85% | 13,281 | $2.2M | Reduce -7.7% |
| AVGO Broadcom Inc. | 0.82% | 9,179 | $2.1M | Reduce -2.6% |
| MKTX Marketaxess Holdings Inc. | 0.78% | 8,941 | $2.0M | Reduce -16.4% |
| ICE Intercontinental Exchange Inc. | 0.73% | 12,664 | $1.9M | Reduce -3.0% |
| EW Edwards Lifesciences Corp. | 0.71% | 25,084 | $1.9M | Reduce -9.2% |
| PPG PPG Industries Inc. | 0.71% | 15,478 | $1.8M | Reduce -5.2% |
| MANH Manhattan Associates Inc. | 0.69% | 6,682 | $1.8M | Reduce -7.2% |
| PFE Pfizer Inc. | 0.67% | 66,030 | $1.8M | Add +0.6% |
| PLD Prologis Inc. | 0.62% | 15,280 | $1.6M | Reduce -15.0% |
| APH Amphenol Corp. Class A | 0.62% | 23,231 | $1.6M | Reduce -1.8% |
| DE Deere & Co. | 0.61% | 3,730 | $1.6M | Reduce -23.4% |
| HCA HCA Healthcare Inc. | 0.57% | 4,910 | $1.5M | Reduce -15.3% |
| TSCO Tractor Supply Company | 0.54% | 26,294 | $1.4M | Add +1.1% |
| OC Owens Corning | 0.53% | 8,090 | $1.4M | Add +8.2% |
| LLY Eli Lilly & Co. | 0.53% | 1,777 | $1.4M | No change |
| AEP American Electric Power | 0.53% | 14,833 | $1.4M | Add +8.3% |
| ILMN Illumina Inc. | 0.47% | 9,148 | $1.2M | Reduce -1.8% |
| QCOM Qualcomm Inc. | 0.44% | 7,363 | $1.1M | Add +4.4% |
| CDW CDW Corp. | 0.37% | 5,479 | $954K | Reduce -12.1% |
| TSLA Tesla Inc. | 0.33% | 2,102 | $849K | Reduce -3.5% |
| PG The Procter & Gamble Co. | 0.32% | 4,955 | $831K | No change |
| DG Dollar General Corp. | 0.30% | 10,277 | $779K | Reduce -7.5% |
| NYT New York Times Co. Class A | 0.26% | 13,052 | $679K | Add +4.5% |
| V Visa Inc. Class A | 0.24% | 1,991 | $629K | No change |
| HSY The Hershey Co. | 0.23% | 3,463 | $586K | Reduce -1.6% |
| MPC Marathon Petroleum Corp. | 0.22% | 4,176 | $583K | Add +2.7% |
| ABBV Abbvie Inc. | 0.20% | 2,879 | $512K | Add +0.9% |
| JEPI JPMorgan Equity Premium Inco | 0.19% | 8,728 | $502K | Add +79.7% |
| DVY iShares Select Dividend ETF | 0.18% | 3,493 | $459K | Add +69.9% |
| HDV iShares Core High Dividend E | 0.17% | 3,991 | $448K | Add +74.0% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.17% | 2,497 | $438K | No change |
| MMM 3M Co. | 0.09% | 1,800 | $232K | No change |
| ZBRA Zebra Technologies Corp. Class A | 0.09% | 600 | $232K | No change |
| GOOG Alphabet Inc. Class C | 0.08% | 1,080 | $206K | New |
Portfolio Sells Q3 2024 → Q4 2024
| JNJ Johnson & Johnson | Reduce -14.7% | 2.68% | −0.90 |
| AMT American Tower Corp. | Reduce -10.9% | 1.16% | −0.52 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -19.1% | 1.38% | −0.45 |
| PEP Pepsico Inc. | Reduce -8.5% | 1.51% | −0.37 |
| CAT Caterpillar Inc. | Reduce -1.4% | 3.19% | −0.36 |
| HCA HCA Healthcare Inc. | Reduce -15.3% | 0.57% | −0.36 |
| ADBE Adobe Inc. | Reduce -8.5% | 1.18% | −0.35 |
| LOW Lowe's Cos Inc. | Reduce -1.9% | 2.39% | −0.33 |
| MKTX Marketaxess Holdings Inc. | Reduce -16.4% | 0.78% | −0.30 |
| PLD Prologis Inc. | Reduce -15.0% | 0.62% | −0.27 |
| GSIE Goldman Sachs Activebeta Int | Reduce -1.9% | 2.13% | −0.27 |
| XOM Exxon Mobil Corp. | Reduce -0.1% | 2.20% | −0.24 |
| DE Deere & Co. | Reduce -23.4% | 0.61% | −0.19 |
| CDW CDW Corp. | Reduce -12.1% | 0.37% | −0.19 |
| TDG Transdigm Group Inc. | Reduce -1.7% | 0.91% | −0.15 |
| PPG PPG Industries Inc. | Reduce -5.2% | 0.71% | −0.14 |
| SBUX Starbucks Corp. | Reduce -5.3% | 0.89% | −0.13 |
| GSLC Goldman Activebeta US LC ETF | Reduce -3.5% | 3.40% | −0.12 |
| ORCL Oracle Corp. | Reduce -7.7% | 0.85% | −0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.4% | 1.74% | −0.10 |
| MANH Manhattan Associates Inc. | Reduce -7.2% | 0.69% | −0.10 |
| ICE Intercontinental Exchange Inc. | Reduce -3.0% | 0.73% | −0.10 |
| META Meta Platforms Inc. Class A | Reduce -4.6% | 1.85% | −0.08 |
| MCD McDonald's Corp. | Reduce -1.4% | 0.90% | −0.08 |
| DG Dollar General Corp. | Reduce -7.5% | 0.30% | −0.07 |
| APD Air Products & Chemicals Inc. | Reduce -0.7% | 0.88% | −0.05 |
| HSY The Hershey Co. | Reduce -1.6% | 0.23% | −0.04 |
| COST Costco Wholesale Corp. | Reduce -2.8% | 2.80% | −0.04 |
| ILMN Illumina Inc. | Reduce -1.8% | 0.47% | −0.01 |
| EW Edwards Lifesciences Corp. | Reduce -9.2% | 0.71% | +0.00 |
| APH Amphenol Corp. Class A | Reduce -1.8% | 0.62% | +0.02 |
| DLR Digital Realty Trust Inc. | Reduce -4.0% | 1.06% | +0.03 |
| NVDA Nvidia Corp. | Reduce -5.8% | 2.76% | +0.06 |
| CPRT Copart Inc. | Reduce -1.0% | 1.58% | +0.10 |
| TSLA Tesla Inc. | Reduce -3.5% | 0.33% | +0.10 |
| AAPL Apple Inc. | Reduce -2.1% | 3.76% | +0.12 |
| WMT Walmart Inc. | Reduce -3.4% | 2.62% | +0.15 |
| AVGO Broadcom Inc. | Reduce -2.6% | 0.82% | +0.18 |
| GS Goldman Sachs Group Inc. | Reduce -2.5% | 2.05% | +0.20 |
| GOOGL Alphabet Inc. Class A | Reduce -1.1% | 2.05% | +0.20 |
| NFLX Netflix Inc. | Reduce -6.9% | 1.66% | +0.22 |
| CRM Salesforce Inc. | Reduce -5.2% | 1.81% | +0.22 |
| JPM JPMorgan Chase & Co. | Reduce -2.2% | 3.60% | +0.30 |
| AMZN Amazon.com Inc. | Reduce -2.4% | 2.81% | +0.32 |
Portfolio Buys Q3 2024 → Q4 2024
| IVV iShares Core S&P 500 ETF | New | 2.69% | +2.69 |
| AGG iShares Core U.S. Aggregate | New | 0.93% | +0.93 |
| JPST JPMorgan Ultra-Short Income | Add +191.5% | 1.18% | +0.76 |
| SCHW Schwab (charles) Corp. | Add +1.1% | 1.42% | +0.17 |
| MA Mastercard Inc. Class A | Add +1.9% | 2.66% | +0.17 |
| HON Honeywell International Inc. | Add +0.5% | 2.11% | +0.15 |
| BKR Baker Hughes Co. | Add +6.5% | 0.92% | +0.15 |
| DIS The Walt Disney Co. | Add +2.3% | 0.99% | +0.14 |
| BAC Bank of America Corp. | Add +6.6% | 0.91% | +0.13 |
| JEPI JPMorgan Equity Premium Inco | Add +79.7% | 0.19% | +0.08 |
| GOOG Alphabet Inc. Class C | New | 0.08% | +0.08 |
| DVY iShares Select Dividend ETF | Add +69.9% | 0.18% | +0.07 |
| HDV iShares Core High Dividend E | Add +74.0% | 0.17% | +0.07 |
| SHV iShares 0-1 Year Treasury Bo | Add +5.2% | 1.70% | +0.05 |
| OC Owens Corning | Add +8.2% | 0.53% | +0.01 |
| ABT Abbott Laboratories | Add +1.9% | 1.00% | −0.01 |
| NYT New York Times Co. Class A | Add +4.5% | 0.26% | −0.01 |
| DOX Amdocs Ltd. | Add +3.1% | 1.27% | −0.02 |
| ABBV Abbvie Inc. | Add +0.9% | 0.20% | −0.02 |
| AEP American Electric Power | Add +8.3% | 0.53% | −0.02 |
| QCOM Qualcomm Inc. | Add +4.4% | 0.44% | −0.03 |
| MPC Marathon Petroleum Corp. | Add +2.7% | 0.22% | −0.04 |
| SYK Stryker Corp. | Add +0.6% | 3.08% | −0.05 |
| TSCO Tractor Supply Company | Add +1.1% | 0.54% | −0.06 |
| PFE Pfizer Inc. | Add +0.6% | 0.67% | −0.07 |
| MSFT Microsoft Corp. | Add +0.2% | 2.47% | −0.09 |
| TLT iShares 20+ Year Treasury BD | Add +1.5% | 1.43% | −0.18 |
| AMD Advanced Micro Devices | Add +4.8% | 0.96% | −0.30 |
| NEE Nextera Energy Inc. | Add +0.1% | 2.51% | −0.50 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 88 | $340.8M | GSIE, GSLC, JNJ, JHMM, NVDA |
| Q1 2026 | 85 | $321.1M | GSIE, GSLC, JNJ, JHMM, XOM |
| Q4 2025 | 88 | $329.8M | GSIE, GSLC, JNJ, JPM, JHMM |
| Q3 2025 | 87 | $328.6M | GSIE, GSLC, MSFT, NVDA, JPM |
| Q2 2025 | 78 | $309.5M | GSIE, GSLC, JPM, MSFT, SYK |
| Q1 2025 | 80 | $283.6M | GSIE, GSLC, JPM, SYK, JNJ |
| Q4 2024 | 79 | $259.9M | AAPL, JPM, GSLC, CAT, SYK |
| Q3 2024 | 76 | $255.3M | AAPL, JNJ, CAT, GSLC, JPM |
| Q2 2024 | 64 | $237.3M | AAPL, JNJ, GSLC, JPM, COST |
| Q1 2024 | 61 | $236.5M | JPM, CAT, MSFT, MA, GSLC |