Top 50 Hixon Zuercher, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GSIE | GOLDMAN SACHS ETF TR | 6.82% | 507.6K | $21.9M | -10.26%(-58.03K) | $32.94(+39.50%) | 2026-03-31 | |
| GSLC | GOLDMAN SACHS ETF TR | 3.69% | 94.7K | $11.8M | +1.88%(+1.74K) | $81.06(+74.98%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 3.65% | 47.9K | $11.7M | -3.23%(-1.60K) | $148.92(+76.63%) | 2026-03-31 | |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 3.08% | 147.6K | $9.9M | +1.89%(+2.73K) | $59.03(+26.03%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 2.96% | 56.0K | $9.5M | -1.79%(-1.02K) | $74.12(+84.95%) | 2026-03-31 | |
| NEE | NEXTERA ENERGY INC | 2.79% | 96.5K | $9.0M | -1.05%(-1.02K) | $72.02(+22.65%) | 2026-03-31 | |
| EMGF | ISHARES INC | 2.78% | 147.7K | $8.9M | -9.48%(-15.46K) | $46.20(+52.39%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.76% | 30.2K | $8.9M | -0.81%(-246) | $143.88(+132.47%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.66% | 48.9K | $8.5M | -0.99%(-487) | $18.45(+955.90%) | 2026-03-31 | |
| GS | GOLDMAN SACHS GROUP INC | 2.44% | 9.3K | $7.8M | -2.06%(-195) | $365.78(+179.13%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.53% | +62.35% |
| Top 20 Holdings Unweighted | +18.13% | +64.85% |
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