0001806752-24-000003.txt : 20240730 0001806752-24-000003.hdr.sgml : 20240730 20240730161658 ACCESSION NUMBER: 0001806752-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240730 DATE AS OF CHANGE: 20240730 EFFECTIVENESS DATE: 20240730 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Hixon Zuercher, LLC CENTRAL INDEX KEY: 0001806752 ORGANIZATION NAME: IRS NUMBER: 270025048 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21378 FILM NUMBER: 241157649 BUSINESS ADDRESS: STREET 1: 101 WEST SANDUSKY STREET STREET 2: SUITE 301 CITY: FINDLAY STATE: OH ZIP: 45840 BUSINESS PHONE: 419-425-2400 MAIL ADDRESS: STREET 1: 101 WEST SANDUSKY STREET STREET 2: SUITE 301 CITY: FINDLAY STATE: OH ZIP: 45840 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001806752 XXXXXXXX 06-30-2024 06-30-2024 false Hixon Zuercher, LLC

101 West Sandusky Street Suite 301 Findlay OH 45840

13F HOLDINGS REPORT 028-21378 000123465 801-111071 N Joshua W. Robb 419-425-2400 /s/ Joshua W. Robb Findlay OH 07-30-2024 0 64 237264550 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 2346807 22585 SH SOLE 0 0 22585 ABBVIE INC COM 00287Y109 488832 2850 SH SOLE 0 0 2850 ADOBE INC COM 00724F101 4252103 7654 SH SOLE 0 0 7654 ADVANCED MICRO DEVICES INC COM 007903107 3378185 20826 SH SOLE 0 0 20826 AIR PRODS & CHEMS INC COM 009158106 2039627 7904 SH SOLE 0 0 7904 ALPHABET INC CAP STK CL A 02079K305 5232845 28728 SH SOLE 0 0 28728 AMAZON COM INC COM 023135106 6608570 34197 SH SOLE 0 0 34197 AMERICAN TOWER CORP NEW COM 03027X100 3678447 18924 SH SOLE 0 0 18924 AMPHENOL CORP NEW CL A 032095101 2215395 32884 SH SOLE 0 0 32884 APPLE INC COM 037833100 9231138 43828 SH SOLE 0 0 43828 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4203990 10334 SH SOLE 0 0 10334 BROADCOM INC COM 11135F101 1558970 971 SH SOLE 0 0 971 CATERPILLAR INC COM 149123101 7881479 23661 SH SOLE 0 0 23661 CDW CORP COM 12514G108 1369901 6120 SH SOLE 0 0 6120 COPART INC COM 217204106 3164190 58423 SH SOLE 0 0 58423 COSTCO WHSL CORP NEW COM 22160K105 8157358 9597 SH SOLE 0 0 9597 DEERE & CO COM 244199105 1798889 4815 SH SOLE 0 0 4815 DIGITAL RLTY TR INC COM 253868103 2509889 16507 SH SOLE 0 0 16507 DISNEY WALT CO COM 254687106 2222011 22379 SH SOLE 0 0 22379 DOLLAR GEN CORP NEW COM 256677105 1391589 10524 SH SOLE 0 0 10524 EDWARDS LIFESCIENCES CORP COM 28176E108 2522163 27305 SH SOLE 0 0 27305 ELI LILLY & CO COM 532457108 1605875 1774 SH SOLE 0 0 1774 EXXON MOBIL CORP COM 30231G102 6158229 53494 SH SOLE 0 0 53494 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 5690053 169095 SH SOLE 0 0 169095 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 8388885 78437 SH SOLE 0 0 78437 GOLDMAN SACHS GROUP INC COM 38141G104 4406501 9742 SH SOLE 0 0 9742 HENRY JACK & ASSOC INC COM 426281101 414552 2497 SH SOLE 0 0 2497 HERSHEY CO COM 427866108 619507 3370 SH SOLE 0 0 3370 HONEYWELL INTL INC COM 438516106 5148236 24109 SH SOLE 0 0 24109 ILLUMINA INC COM 452327109 994637 9529 SH SOLE 0 0 9529 INTERCONTINENTAL EXCHANGE IN COM 45866F104 1897295 13860 SH SOLE 0 0 13860 ISHARES TR SELECT DIVID ETF 464287168 248735 2056 SH SOLE 0 0 2056 ISHARES TR CORE HIGH DV ETF 46429B663 249358 2294 SH SOLE 0 0 2294 ISHARES TR SHORT TREAS BD 464288679 7723950 69900 SH SOLE 0 0 69900 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 302447 5336 SH SOLE 0 0 5336 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 707186 14012 SH SOLE 0 0 14012 JOHNSON & JOHNSON COM 478160104 8411408 57549 SH SOLE 0 0 57549 JPMORGAN CHASE & CO. COM 46625H100 8230971 40695 SH SOLE 0 0 40695 LOWES COS INC COM 548661107 6991228 31712 SH SOLE 0 0 31712 MARATHON PETE CORP COM 56585A102 659588 3802 SH SOLE 0 0 3802 MARKETAXESS HLDGS INC COM 57060D108 2257405 11257 SH SOLE 0 0 11257 MASTERCARD INCORPORATED CL A 57636Q104 7598410 17224 SH SOLE 0 0 17224 MCDONALDS CORP COM 580135101 3447068 13526 SH SOLE 0 0 13526 META PLATFORMS INC CL A 30303M102 4408950 8744 SH SOLE 0 0 8744 MICROSOFT CORP COM 594918104 7578757 16957 SH SOLE 0 0 16957 NETFLIX INC COM 64110L106 3569440 5289 SH SOLE 0 0 5289 NEW YORK TIMES CO CL A 650111107 621792 12142 SH SOLE 0 0 12142 NEXTERA ENERGY INC COM 65339F101 6507935 91907 SH SOLE 0 0 91907 NVIDIA CORPORATION COM 67066G104 7334247 59367 SH SOLE 0 0 59367 ORACLE CORP COM 68389X105 3312128 23457 SH SOLE 0 0 23457 PACER FDS TR PACER US SMALL 69374H857 4321684 99212 SH SOLE 0 0 99212 PEPSICO INC COM 713448108 4739494 28736 SH SOLE 0 0 28736 PROCTER AND GAMBLE CO COM 742718109 833870 5056 SH SOLE 0 0 5056 PROLOGIS INC. COM 74340W103 2129847 18964 SH SOLE 0 0 18964 QUALCOMM INC COM 747525103 1349644 6776 SH SOLE 0 0 6776 SALESFORCE INC COM 79466L302 3907429 15198 SH SOLE 0 0 15198 SCHWAB CHARLES CORP COM 808513105 3596662 48808 SH SOLE 0 0 48808 STARBUCKS CORP COM 855244109 5478772 70376 SH SOLE 0 0 70376 STRYKER CORPORATION COM 863667101 7569542 22247 SH SOLE 0 0 22247 TESLA INC COM 88160R101 1866305 9432 SH SOLE 0 0 9432 TRACTOR SUPPLY CO COM 892356106 1382130 5119 SH SOLE 0 0 5119 TRANSDIGM GROUP INC COM 893641100 2459399 1925 SH SOLE 0 0 1925 VISA INC COM CL A 92826C839 504205 1921 SH SOLE 0 0 1921 WALMART INC COM 931142103 5388416 79581 SH SOLE 0 0 79581