• 13F History

Hixon Zuercher, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 23, 2025
Value $
$260M
Signature - Title
Joshua W. Robb - Partner, CCO, Director of Wealth Management
Location
Findlay, OH
Summary
This page shows a list of all the recent 13F filings made by Hixon Zuercher, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Hixon Zuercher, LLC reported 79 stock holdings with total value $260M as of Q4 2024. Top holdings included AAPL, JPM, GSLC, CAT, and SYK.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 79 $260M +$14.8M -$9.14M +$5.68M AAPL, JPM, GSLC, CAT, SYK 13F-HR 1/23/2025, 03:34 PM
Q3 2024 76 $255M +$26.1M -$22.9M +$3.24M AAPL, JNJ, CAT, GSLC, JPM 13F-HR 10/30/2024, 04:59 PM
Q2 2024 64 $237M +$24M -$16.9M +$7.18M AAPL, JNJ, GSLC, JPM, COST 13F-HR 7/30/2024, 04:16 PM
Q1 2024 61 $236M +$24.8M -$21.9M +$2.95M JPM, CAT, MSFT, MA, GSLC 13F-HR 4/30/2024, 09:41 AM
Q4 2023 64 $215M +$12.4M -$8.27M +$4.15M GSLC, AAPL, MSFT, JPM, CAT 13F-HR 1/12/2024, 12:08 PM
Q3 2023 56 $191M +$8.16M -$5.18M +$2.98M GSLC, AAPL, COST, MSFT, XOM 13F-HR 10/25/2023, 04:27 PM
Q2 2023 59 $199M +$20.5M -$3.37M +$17.2M GSLC, COST, AAPL, GSIE, MSFT 13F-HR 7/17/2023, 04:40 PM
Q1 2023 55 $169M +$13.7M -$21.5M -$7.76M GSLC, COST, AAPL, GSIE, MSFT 13F-HR 4/18/2023, 01:36 PM
Q4 2022 57 $162M +$4.76M -$3.6M +$1.16M AAPL, MSFT, GSLC, COST, MA 13F-HR 1/20/2023, 12:23 PM
Q3 2022 54 $157M +$20.9M -$2.1M +$18.8M AAPL, MSFT, COST, GSLC, JNJ 13F-HR 10/26/2022, 04:06 PM
Q2 2022 57 $154M +$7.77M -$992K +$6.78M AAPL, MSFT, COST, JNJ, MA 13F-HR 7/12/2022, 04:27 PM
Q1 2022 58 $186M +$8.39M -$4.52M +$3.87M AAPL, MSFT, NVDA, COST, TSLA 13F-HR 4/19/2022, 12:29 PM
Q4 2021 62 $199M +$11.2M -$1.22M +$9.94M AAPL, NVDA, MSFT, COST, TSLA 13F-HR 1/24/2022, 02:03 PM
Q3 2021 59 $171M +$10.1M $0 +$10.1M AAPL, MSFT, NVDA, COST, MA 13F-HR 10/13/2021, 12:29 PM
Q2 2021 56 $166M +$14.2M -$13.7M +$530K AAPL, MSFT, NVDA, MA, AMZN 13F-HR 10/13/2021, 12:28 PM
Q1 2021 56 $151M +$12.3M -$5.38M +$6.89M AAPL, MSFT, MA, JNJ, COST 13F-HR 10/13/2021, 12:27 PM
Q4 2020 57 $140M +$4.62M -$538K +$4.08M AAPL, MSFT, COST, MA, MKTX 13F-HR 10/13/2021, 12:26 PM
Q3 2020 55 $127M +$10.5M -$1.72M +$8.78M AAPL, MSFT, COST, MA, AMZN 13F-HR 10/13/2021, 12:25 PM
Q2 2020 49 $113M +$35M -$2.4M +$32.6M AAPL, MSFT, MKTX, MA, JNJ 13F-HR 10/13/2021, 12:20 PM
Q1 2020 33 $67.3M +$17.5M -$8.59M +$8.92M AAPL, MSFT, JNJ, COST, GILD 13F-HR 10/13/2021, 12:10 PM
Q4 2019 54 $104M AAPL, DIS, MSFT, MA, COST 13F-HR 10/13/2021, 12:08 PM