Hixon Zuercher, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 25, 2025), Hixon Zuercher, LLC reported 80 stock positions worth $283.6 million. Its top holding was Goldman Sachs Activebeta Int (GSIE) at 6.9% of the portfolio, followed by Goldman Activebeta US LC ETF (GSLC, 3.5%) and JPMorgan Chase (JPM, 3.4%). Compared with Q4 2024, it opened 6 new positions, sold out of 5, added to 59 and reduced 11. The biggest buy was Goldman Sachs Activebeta Int (GSIE, shares +231%) and the biggest sale an exit from iShares Core S&P 500 ETF (IVV).
- Most Recent 13F
- Q2 2026
- Location
- Findlay, OH
- CIK
- 0001806752
- Portfolio Value
- $283.6M (Q1 2025)
- SEC Filing
- 0001667731-25-000533 ↗ filed Apr 25, 2025
Holdings Value
Holdings 80 stocks · $283.6M
| GSIE Goldman Sachs Activebeta Int | 6.90% | 549,123 | $19.6M | Add +230.6% |
| GSLC Goldman Activebeta US LC ETF | 3.50% | 90,087 | $9.9M | Add +17.4% |
| JPM JPMorgan Chase & Co. | 3.37% | 39,010 | $9.6M | Reduce -0.1% |
| SYK Stryker Corp. | 2.97% | 22,620 | $8.4M | Add +1.8% |
| JNJ Johnson & Johnson | 2.91% | 49,849 | $8.3M | Add +3.6% |
| CAT Caterpillar Inc. | 2.73% | 23,435 | $7.7M | Add +2.5% |
| EMGF iShares Emerging Markets Equ | 2.72% | 164,818 | $7.7M | New |
| AAPL Apple Inc. | 2.57% | 32,823 | $7.3M | Reduce -15.9% |
| MA Mastercard Inc. Class A | 2.56% | 13,231 | $7.3M | Add +0.7% |
| JHMM John Hancock Multi Fact Mid | 2.48% | 122,626 | $7.0M | New |
| NEE Nextera Energy Inc. | 2.37% | 94,631 | $6.7M | Add +4.2% |
| XOM Exxon Mobil Corp. | 2.33% | 55,599 | $6.6M | Add +4.7% |
| AMZN Amazon.com Inc. | 2.23% | 33,275 | $6.3M | Add +0.1% |
| MSFT Microsoft Corp. | 2.16% | 16,295 | $6.1M | Add +7.0% |
| LOW Lowe's Cos Inc. | 2.13% | 25,888 | $6.0M | Add +2.9% |
| COST Costco Wholesale Corp. | 1.94% | 5,818 | $5.5M | Reduce -26.6% |
| NVDA Nvidia Corp. | 1.93% | 50,432 | $5.5M | Reduce -5.5% |
| HON Honeywell International Inc. | 1.88% | 25,177 | $5.3M | Add +3.8% |
| GS Goldman Sachs Group Inc. | 1.88% | 9,750 | $5.3M | Add +4.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.88% | 9,986 | $5.3M | Add +0.1% |
| WMT Walmart Inc. | 1.71% | 55,175 | $4.8M | Reduce -26.9% |
| TLT iShares 20+ Year Treasury BD | 1.68% | 52,363 | $4.8M | Add +23.1% |
| SHV iShares 0-1 Year Treasury Bo | 1.67% | 42,975 | $4.7M | Add +7.1% |
| META Meta Platforms Inc. Class A | 1.67% | 8,235 | $4.7M | Add +0.2% |
| NFLX Netflix Inc. | 1.58% | 4,820 | $4.5M | Reduce -0.7% |
| PEP Pepsico Inc. | 1.58% | 29,969 | $4.5M | Add +16.4% |
| GOOGL Alphabet Inc. Class A | 1.56% | 28,583 | $4.4M | Add +1.3% |
| CPRT Copart Inc. | 1.46% | 73,235 | $4.1M | Add +2.6% |
| SCHW Schwab (charles) Corp. | 1.40% | 50,724 | $4.0M | Add +1.4% |
| CRM Salesforce Inc. | 1.35% | 14,291 | $3.8M | Add +1.7% |
| DOX Amdocs Ltd. | 1.29% | 39,853 | $3.6M | Add +2.9% |
| ADBE Adobe Inc. | 1.10% | 8,159 | $3.1M | Add +18.4% |
| ABT Abbott Laboratories | 1.08% | 23,126 | $3.1M | Add +0.3% |
| JPST JPMorgan Ultra-Short Income | 1.06% | 59,111 | $3.0M | Reduce -2.7% |
| GSSC Goldman Sachs Activebeta US | 1.05% | 46,935 | $3.0M | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.01% | 68,471 | $2.9M | Add +27.5% |
| SBUX Starbucks Corp. | 0.97% | 27,915 | $2.7M | Add +10.7% |
| TDG Transdigm Group Inc. | 0.94% | 1,927 | $2.7M | Add +3.4% |
| DELL Dell Technologies -C | 0.92% | 28,610 | $2.6M | New |
| BKR Baker Hughes Co. | 0.92% | 59,272 | $2.6M | Add +1.6% |
| MCD McDonald's Corp. | 0.89% | 8,042 | $2.5M | Add +0.2% |
| AMD Advanced Micro Devices | 0.86% | 23,641 | $2.4M | Add +15.0% |
| APD Air Products & Chemicals Inc. | 0.85% | 8,161 | $2.4M | Add +3.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.83% | 23,969 | $2.4M | Add +3.6% |
| MKTX Marketaxess Holdings Inc. | 0.81% | 10,680 | $2.3M | Add +19.4% |
| PGR Progressive Corp. | 0.81% | 8,102 | $2.3M | New |
| DLR Digital Realty Trust Inc. | 0.81% | 15,949 | $2.3M | Add +2.3% |
| HCA HCA Healthcare Inc. | 0.78% | 6,434 | $2.2M | Add +31.0% |
| EW Edwards Lifesciences Corp. | 0.78% | 30,505 | $2.2M | Add +21.6% |
| ICE Intercontinental Exchange Inc. | 0.77% | 12,699 | $2.2M | Add +0.3% |
| PLD Prologis Inc. | 0.76% | 19,370 | $2.2M | Add +26.8% |
| PPG PPG Industries Inc. | 0.75% | 19,536 | $2.1M | Add +26.2% |
| PFE Pfizer Inc. | 0.72% | 80,783 | $2.0M | Add +22.3% |
| ORCL Oracle Corp. | 0.67% | 13,549 | $1.9M | Add +2.0% |
| DE Deere & Co. | 0.63% | 3,779 | $1.8M | Add +1.3% |
| AMT American Tower Corp. | 0.62% | 8,059 | $1.8M | Reduce -50.9% |
| AEP American Electric Power | 0.58% | 15,174 | $1.7M | Add +2.3% |
| APH Amphenol Corp. Class A | 0.56% | 24,011 | $1.6M | Add +3.4% |
| AVGO Broadcom Inc. | 0.54% | 9,128 | $1.5M | Reduce -0.6% |
| TSCO Tractor Supply Company | 0.53% | 27,364 | $1.5M | Add +4.1% |
| ZTS Zoetis Inc. | 0.52% | 8,983 | $1.5M | New |
| LLY Eli Lilly & Co. | 0.52% | 1,789 | $1.5M | Add +0.7% |
| MANH Manhattan Associates Inc. | 0.51% | 8,347 | $1.4M | Add +24.9% |
| DG Dollar General Corp. | 0.49% | 15,665 | $1.4M | Add +52.4% |
| QCOM Qualcomm Inc. | 0.46% | 8,453 | $1.3M | Add +14.8% |
| OC Owens Corning | 0.43% | 8,564 | $1.2M | Add +5.9% |
| CDW CDW Corp. | 0.40% | 7,160 | $1.1M | Add +30.7% |
| PG The Procter & Gamble Co. | 0.30% | 4,955 | $844K | No change |
| ILMN Illumina Inc. | 0.26% | 9,445 | $749K | Add +3.3% |
| V Visa Inc. Class A | 0.25% | 1,991 | $698K | No change |
| HSY The Hershey Co. | 0.24% | 3,998 | $684K | Add +15.4% |
| NYT New York Times Co. Class A | 0.24% | 13,721 | $681K | Add +5.1% |
| MPC Marathon Petroleum Corp. | 0.23% | 4,513 | $657K | Add +8.1% |
| ABBV Abbvie Inc. | 0.21% | 2,882 | $604K | Add +0.1% |
| JEPI JPMorgan Equity Premium Inco | 0.20% | 10,018 | $572K | Add +14.8% |
| TSLA Tesla Inc. | 0.19% | 2,109 | $547K | Add +0.3% |
| HDV iShares Core High Dividend E | 0.16% | 3,814 | $462K | Reduce -4.4% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.16% | 2,497 | $456K | No change |
| DVY iShares Select Dividend ETF | 0.16% | 3,314 | $445K | Reduce -5.1% |
| MMM 3M Co. | 0.09% | 1,800 | $264K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −2.69 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Sold out | 0.00% | −1.38 |
| AAPL Apple Inc. | Reduce -15.9% | 2.57% | −1.19 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.93 |
| WMT Walmart Inc. | Reduce -26.9% | 1.71% | −0.92 |
| COST Costco Wholesale Corp. | Reduce -26.6% | 1.94% | −0.86 |
| NVDA Nvidia Corp. | Reduce -5.5% | 1.93% | −0.83 |
| AMT American Tower Corp. | Reduce -50.9% | 0.62% | −0.54 |
| AVGO Broadcom Inc. | Reduce -0.6% | 0.54% | −0.28 |
| JPM JPMorgan Chase & Co. | Reduce -0.1% | 3.37% | −0.23 |
| JPST JPMorgan Ultra-Short Income | Reduce -2.7% | 1.06% | −0.12 |
| ZBRA Zebra Technologies Corp. Class A | Sold out | 0.00% | −0.09 |
| NFLX Netflix Inc. | Reduce -0.7% | 1.58% | −0.08 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.08 |
| DVY iShares Select Dividend ETF | Reduce -5.1% | 0.16% | −0.02 |
| HDV iShares Core High Dividend E | Reduce -4.4% | 0.16% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| GSIE Goldman Sachs Activebeta Int | Add +230.6% | 6.90% | +4.77 |
| EMGF iShares Emerging Markets Equ | New | 2.72% | +2.72 |
| JHMM John Hancock Multi Fact Mid | New | 2.48% | +2.48 |
| GSSC Goldman Sachs Activebeta US | New | 1.05% | +1.05 |
| DELL Dell Technologies -C | New | 0.92% | +0.92 |
| PGR Progressive Corp. | New | 0.81% | +0.81 |
| ZTS Zoetis Inc. | New | 0.52% | +0.52 |
| TLT iShares 20+ Year Treasury BD | Add +23.1% | 1.68% | +0.25 |
| JNJ Johnson & Johnson | Add +3.6% | 2.91% | +0.24 |
| HCA HCA Healthcare Inc. | Add +31.0% | 0.78% | +0.22 |
| DG Dollar General Corp. | Add +52.4% | 0.49% | +0.19 |
| PLD Prologis Inc. | Add +26.8% | 0.76% | +0.14 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.1% | 1.88% | +0.13 |
| XOM Exxon Mobil Corp. | Add +4.7% | 2.33% | +0.13 |
| BAC Bank of America Corp. | Add +27.5% | 1.01% | +0.10 |
| GSLC Goldman Activebeta US LC ETF | Add +17.4% | 3.50% | +0.09 |
| SBUX Starbucks Corp. | Add +10.7% | 0.97% | +0.08 |
| PEP Pepsico Inc. | Add +16.4% | 1.58% | +0.08 |
| ABT Abbott Laboratories | Add +0.3% | 1.08% | +0.08 |
| EW Edwards Lifesciences Corp. | Add +21.6% | 0.78% | +0.07 |
| AEP American Electric Power | Add +2.3% | 0.58% | +0.06 |
| PFE Pfizer Inc. | Add +22.3% | 0.72% | +0.05 |
| ICE Intercontinental Exchange Inc. | Add +0.3% | 0.77% | +0.05 |
| PPG PPG Industries Inc. | Add +26.2% | 0.75% | +0.04 |
| CDW CDW Corp. | Add +30.7% | 0.40% | +0.04 |
| MKTX Marketaxess Holdings Inc. | Add +19.4% | 0.81% | +0.04 |
| TDG Transdigm Group Inc. | Add +3.4% | 0.94% | +0.03 |
| QCOM Qualcomm Inc. | Add +14.8% | 0.46% | +0.02 |
| DE Deere & Co. | Add +1.3% | 0.63% | +0.02 |
| DOX Amdocs Ltd. | Add +2.9% | 1.29% | +0.02 |
| ABBV Abbvie Inc. | Add +0.1% | 0.21% | +0.02 |
| HSY The Hershey Co. | Add +15.4% | 0.24% | +0.02 |
| JEPI JPMorgan Equity Premium Inco | Add +14.8% | 0.20% | +0.01 |
| MPC Marathon Petroleum Corp. | Add +8.1% | 0.23% | +0.01 |
| BKR Baker Hughes Co. | Add +1.6% | 0.92% | −0.00 |
| TSCO Tractor Supply Company | Add +4.1% | 0.53% | −0.01 |
| LLY Eli Lilly & Co. | Add +0.7% | 0.52% | −0.01 |
| MCD McDonald's Corp. | Add +0.2% | 0.89% | −0.01 |
| NYT New York Times Co. Class A | Add +5.1% | 0.24% | −0.02 |
| SCHW Schwab (charles) Corp. | Add +1.4% | 1.40% | −0.02 |
| SHV iShares 0-1 Year Treasury Bo | Add +7.1% | 1.67% | −0.03 |
| APD Air Products & Chemicals Inc. | Add +3.5% | 0.85% | −0.03 |
| APH Amphenol Corp. Class A | Add +3.4% | 0.56% | −0.07 |
| ADBE Adobe Inc. | Add +18.4% | 1.10% | −0.08 |
| OC Owens Corning | Add +5.9% | 0.43% | −0.10 |
| AMD Advanced Micro Devices | Add +15.0% | 0.86% | −0.10 |
| MA Mastercard Inc. Class A | Add +0.7% | 2.56% | −0.10 |
| SYK Stryker Corp. | Add +1.8% | 2.97% | −0.11 |
| CPRT Copart Inc. | Add +2.6% | 1.46% | −0.11 |
| TSLA Tesla Inc. | Add +0.3% | 0.19% | −0.13 |
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 |