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Holdings

Hoxton Planning & Management, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
Kolli Sreelakshmi SHMETF0-37,0240-1,760,513,0000.000.00 Hist 06/30/2023
MUBADALA INFRASTRUCTURE PARTNERS LP MUBETF0-9,7530-1,050,774,0000.000.00 Hist 06/30/2023
iSHARES TRUST HEFACommon0-33,7660-995,078,0000.000.00 Hist 06/30/2023
SPDR SERIES TRUST HYMBCommon0-20,9900-525,590,0000.000.00 Hist 06/30/2023
iSHARES TRUST DMXFCommon0-6,3820-380,303,0000.000.00 Hist 06/30/2023
iSHARES TRUST ESGDCommon0-5,2870-379,818,0000.000.00 Hist 06/30/2023
PIONEER NATURAL RESOURCES CO PXDCommon0-1,7690-361,301,0000.000.00 Hist 06/30/2023
VANGUARD INDEX FUNDS VNQETF0-4,2470-352,712,0000.000.00 Hist 06/30/2023
Vanguard Small-Cap Growth ETF VBKcommon0-1,4430-312,280,0000.000.00 Hist 06/30/2023
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS VNQICommon0-7,5110-304,715,0000.000.00 Hist 06/30/2023
SPDR SERIES TRUST JNKCommon0-3,1380-291,269,0000.000.00 Hist 06/30/2023
iSHARES TRUST ESMLCommon0-8,4540-287,351,0000.000.00 Hist 06/30/2023
iSHARES TRUST ESGECommon0-8,7000-273,876,0000.000.00 Hist 06/30/2023
AMGEN INC AMGNCommon0-1,0760-260,123,0000.000.00 Hist 06/30/2023
iSHARES TRUST IWNRUSL 2000 VALU0-1,8430-252,528,0000.000.00 Hist 06/30/2023
CHEVRON CORP CVXCommon0-1,4890-242,945,0000.000.00 Hist 06/30/2023
Walt Disney Co DISCommon0-2,3760-237,879,0000.000.00 Hist 06/30/2023
MORGAN STANLEY MSCommon0-2,4490-215,022,0000.000.00 Hist 06/30/2023
LyondellBasell Industries N.V. LYBCommon0-2,2010-206,652,0000.000.00 Hist 06/30/2023
CME GROUP INC. CMECommon0-1,0780-206,459,0000.000.00 Hist 06/30/2023
THERMO FISHER SCIENTIFIC INC. TMOCommon0-3570-205,764,0000.000.00 Hist 06/30/2023
DOLLAR GENERAL CORP DGCOM0-9730-204,778,0000.000.00 Hist 06/30/2023
iSHARES TRUST IJTS&P SMLCP Grow0-1,8310-201,347,0000.000.00 Hist 06/30/2023
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