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Home > Institutional Investor > Hoxton Planning & Management, Llc > Profile

Instuitional Investor - Hoxton Planning & Management, Llc

Fund Profile
Filing Period:
Fund Name: Hoxton Planning & Management, Llc
Portfolio Value $258,227,903
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 81,980 $47,287,739 18.31%
2.
Ishares Tr
 372,224 $17,539,208 6.79%
3.
Ishares Trust
 IEF 95,891 $8,451,815 3.27%
4.
Nvidia Corp
 NVDA 65,249 $7,923,844 3.07%
5.
Ishares Tr
 133,671 $6,507,114 2.52%
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)