News + Filings Holdings
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Hoxton Planning & Management, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
Kolli Sreelakshmi
| SHM | ETF | 0 | -37,024 | 0 | -1,760,513,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
MUBADALA INFRASTRUCTURE PARTNERS LP
| MUB | ETF | 0 | -9,753 | 0 | -1,050,774,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
iSHARES TRUST
| HEFA | Common | 0 | -33,766 | 0 | -995,078,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
SPDR SERIES TRUST
| HYMB | Common | 0 | -20,990 | 0 | -525,590,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
iSHARES TRUST
| DMXF | Common | 0 | -6,382 | 0 | -380,303,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
iSHARES TRUST
| ESGD | Common | 0 | -5,287 | 0 | -379,818,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
PIONEER NATURAL RESOURCES CO
| PXD | Common | 0 | -1,769 | 0 | -361,301,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
VANGUARD INDEX FUNDS
| VNQ | ETF | 0 | -4,247 | 0 | -352,712,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
Vanguard Small-Cap Growth ETF
| VBK | common | 0 | -1,443 | 0 | -312,280,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VNQI | Common | 0 | -7,511 | 0 | -304,715,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
SPDR SERIES TRUST
| JNK | Common | 0 | -3,138 | 0 | -291,269,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
iSHARES TRUST
| ESML | Common | 0 | -8,454 | 0 | -287,351,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
iSHARES TRUST
| ESGE | Common | 0 | -8,700 | 0 | -273,876,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
AMGEN INC
| AMGN | Common | 0 | -1,076 | 0 | -260,123,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
iSHARES TRUST
| IWN | RUSL 2000 VALU | 0 | -1,843 | 0 | -252,528,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
CHEVRON CORP
| CVX | Common | 0 | -1,489 | 0 | -242,945,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
Walt Disney Co
| DIS | Common | 0 | -2,376 | 0 | -237,879,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
MORGAN STANLEY
| MS | Common | 0 | -2,449 | 0 | -215,022,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
LyondellBasell Industries N.V.
| LYB | Common | 0 | -2,201 | 0 | -206,652,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
CME GROUP INC.
| CME | Common | 0 | -1,078 | 0 | -206,459,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
THERMO FISHER SCIENTIFIC INC.
| TMO | Common | 0 | -357 | 0 | -205,764,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
DOLLAR GENERAL CORP
| DG | COM | 0 | -973 | 0 | -204,778,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
iSHARES TRUST
| IJT | S&P SMLCP Grow | 0 | -1,831 | 0 | -201,347,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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