Hixon Zuercher, LLC - Portfolio overview

Hixon Zuercher, LLC has 92 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. GSIE - GOLDMAN SACHS ETF TR, 6.66%
  2. GSLC - GOLDMAN SACHS ETF TR, 3.60%
  3. JNJ - JOHNSON & JOHNSON, 3.56%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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