Hixon Zuercher, LLC

RIA/Wealth

Hixon Zuercher, LLC is a RIA/Wealth based in Findlay, OH led by Anthony J. Hixon, reporting $412.1M in AUM as of Q3 2025 with GSIE as the largest holding (7% allocation).

COOAnthony J. Hixon

Portfolio Value: $328.6M
Positions: 87
Top Holding: GSIE at 7.11%
Last Reported: Q3 2025

Address101 West Sandusky Street, Suite 301, Findlay, OH, 45840, United States

Top Holdings

Largest long holdings in Hixon Zuercher, LLC's portfolio (33.4% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Goldman Sachs ActiveBeta International Equity GSIE	ETF ETF	$23.3M	7.11%	+$539.9K Bought	— 567.9K shares	Q4 2022 Held for 2y 11m
2 Goldman Sachs ActiveBeta U.S. Large Cap Equity GSLC	ETF ETF	$12.1M	3.67%	+$977.6K Bought	— 92.5K shares	Q4 2022 Held for 2y 11m
3 Microsoft MSFT	Software - Infrastructure Technology	$9.9M	3.02%	+$384.3K Bought	0.00% 19.2K shares	Q4 2019 Held for 5y 11m
4 Nvidia NVDA	Semiconductors Technology	$9.6M	2.92%	+$344.2K Bought	0.00% 51.4K shares	Q2 2020 Held for 5y 5m
5 JPMorgan Chase JPM	Banks - Diversified Financial Services	$9.5M	2.91%	-$1.2M Sold	0.00% 30.3K shares	Q4 2019 Held for 5y 11m
6 John Hancock Multifactor Mid Cap ETF JHMM	ETF ETF	$9.3M	2.84%	+$671.1K Bought	— 144.5K shares	Q1 2025 Held for 8 months
7 EMGF iShares Emerging Markets Equity Factor EMGF	ETF ETF	$9.3M	2.82%	-$206.1K Sold	— 163.6K shares	Q1 2025 Held for 8 months
8 Johnson & Johnson JNJ	Drug Manufacturers - General Healthcare	$9.2M	2.81%	-$105.1K Sold	0.00% 49.8K shares	Q4 2019 Held for 5y 11m
9 Apple AAPL	Consumer Electronics Technology	$9.0M	2.73%	+$539.8K Bought	0.00% 35.3K shares	Q4 2019 Held for 5y 11m
10 Stryker SYK	Medical - Devices Healthcare	$8.3M	2.53%	-$85.4K Sold	0.01% 22.5K shares	Q2 2020 Held for 5y 5m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Hixon Zuercher, LLC's latest filing

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GthenC

Market Value

$328.6M

Prior: $309.5M

Q/Q Change

+6.17%

+$19.1M

Net Flows % of MV

+0.707%

Turnover Ratio

4.9%

New Purchases

7 stocks

$6.5M

Added To

44 stocks

+$10.3M

Sold Out Of

0 stocks

Reduced Holdings

31 stocks

-$14.4M

Increased Positions

Position	Shares Δ	Change
1 Gen Digital Inc. GEN	New	0 → 117.6K +$3.3M
2 iShares Core MSCI EAFE ETF IEFA	New	0 → 13.4K +$1.2M
3 Invesco S&P 500 Equal Weight ETF RSP	New	0 → 3.0K +$565.7K
4 iShares Core MSCI Emerging Markets IEMG	New	0 → 6.6K +$436.4K
5 iShares Core S&P Small-Cap ETF IJR	New	0 → 3.7K +$434.4K

Decreased Positions

Position	Shares Δ	Change
1 Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC	-64.39%	38.6K → 13.7K −$1.9M
2 Netflix NFLX	-53.76%	4.8K → 2.2K −$3.1M
3 Caterpillar CAT	-49.66%	21.4K → 10.8K −$5.1M
4 Oracle ORCL	-31.45%	13.6K → 9.3K −$1.2M
5 Marathon Petroleum MPC	-26.53%	4.5K → 3.3K −$230.9K