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Home > Institutional Investor > Hixon Zuercher, Llc > Profile

Instuitional Investor - Hixon Zuercher, Llc

Fund Profile
Filing Period:
Fund Name: Hixon Zuercher, Llc
Portfolio Value $283,635,305
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Goldman Sachs Etf Tr
 549,123 $19,576,236 6.9%
2.
Goldman Sachs Etf Tr
 90,087 $9,916,780 3.5%
3.
Jpmorgan Chase & Co
 JPM 39,010 $9,569,130 3.37%
4.
Stryker Corp
 SYK 22,620 $8,420,381 2.97%
5.
Johnson & Johnson
 JNJ 49,849 $8,266,966 2.91%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)