Form 13F-HR Hixon Zuercher, LLC For: Dec 31
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The Securities and Exchange Commission has not necessarily reviewed
the information in this filing and has not determined if it is
accurate and complete.
The reader should not assume that the information is accurate
and complete.
|
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F
FORM 13F COVER PAGE
|
| OMB APPROVAL |
| OMB Number: |
3235-0006 |
| Expires: |
July 31, 2015 |
| Estimated average burden |
| hours per response: |
23.8 |
|
|
| Report for the Calendar Year or Quarter Ended: |
12-31-2021 |
| Check here if Amendment |
|
Amendment Number: |
|
| This Amendment (Check only one.): |
|
is a restatement. |
|
|
adds new holdings entries. |
| Institutional Investment Manager Filing
this Report: |
| Name: |
Hixon Zuercher, LLC |
| Address: |
101 West Sandusky Street |
|
Suite 301 |
|
|
|
Findlay
,
OH45840
|
| Form 13F File Number: |
028-21378 |
The institutional investment manager filing this report and
the person by whom it is signed hereby represent that the person
signing the report is authorized to submit it, that all information
contained herein is true, correct and complete, and that it is
understood that all required items, statements, schedules, lists, and
tables, are considered integral parts of this form.
| Person Signing this Report on Behalf of
Reporting Manager: |
| Name: |
Anthony J. Hixon |
| Title: |
Member, COO and CCO |
| Phone: |
419-425-2400 |
| Signature, Place, and Date of Signing: |
| /s/ Anthony J. Hixon |
Findlay
,
OH
|
01-24-2022 |
| [Signature] |
[City, State] |
[Date] |
|
| Report Type (Check only one.): |
| X |
13F HOLDINGS REPORT. (Check here if all holdings of
this reporting manager are reported in this report.) |
|
|
13F NOTICE. (Check here if no holdings reported are in
this report, and all holdings are reported by other reporting
manager(s).) |
|
|
13F COMBINATION REPORT. (Check here if a portion of
the holdings for this reporting manager are reported in this
report and a portion are reported by other reporting manager(s).) |
| Form 13F Summary Page |
|
Report Summary: |
|
Number of Other Included
Managers: |
0 |
|
|
|
Form 13F Information Table Entry Total: |
62 |
|
Form 13F Information Table Value Total: |
199,123 |
|
(thousands) |
|
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
|
|
|
Form 13F File Number |
Name |
| List of Other Included
Managers: |
|
Provide a numbered list of the name(s) and Form 13F file number(s)
of all institutional investment managers with respect to which this
report is filed, other than the
manager filing this report.
|
|
[If there are no entries in this list, state “NONE” and omit the
column headings and list entries.]
|
|
No. |
Form 13F File Number |
Name |
The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
The reader should not assume that the information is
accurate and complete.
|
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F
FORM 13F INFORMATION TABLE
|
| OMB APPROVAL |
| OMB Number: |
3235-0006 |
| Expires: |
July 31, 2015 |
| Estimated average
burden |
| hours per response:
|
23.8 |
|
|
| COLUMN 1 |
COLUMN 2 |
COLUMN 3 |
COLUMN 4 |
COLUMN 5 |
COLUMN 6 |
COLUMN 7 |
COLUMN 8 |
|
|
|
VALUE |
SHRS OR |
SH/ |
PUT/ |
INVESTMENT |
OTHER |
VOTING AUTHORITY |
| NAME OF ISSUER |
TITLE OF CLASS |
CUSIP |
(x$1000) |
PRN AMT |
PRN |
CALL |
DISCRETION |
MANAGER |
SOLE |
SHARED |
NONE |
| 3M CO |
COM |
88579Y101 |
320 |
1,800 |
SH |
|
SOLE |
|
0 |
0 |
1,800 |
| ABBOTT LABS |
COM |
002824100 |
1,584 |
11,254 |
SH |
|
SOLE |
|
0 |
0 |
11,254 |
| ABBVIE INC |
COM |
00287Y109 |
352 |
2,600 |
SH |
|
SOLE |
|
0 |
0 |
2,600 |
| ADOBE SYSTEMS INCORPORATED |
COM |
00724F101 |
3,532 |
6,229 |
SH |
|
SOLE |
|
0 |
0 |
6,229 |
| ALPHABET INC |
CAP STK CL A |
02079K305 |
6,472 |
2,234 |
SH |
|
SOLE |
|
0 |
0 |
2,234 |
| AMAZON COM INC |
COM |
023135106 |
5,935 |
1,780 |
SH |
|
SOLE |
|
0 |
0 |
1,780 |
| AMERICAN TOWER CORP NEW |
COM |
03027X100 |
3,060 |
10,461 |
SH |
|
SOLE |
|
0 |
0 |
10,461 |
| APPLE INC |
COM |
037833100 |
12,497 |
70,377 |
SH |
|
SOLE |
|
0 |
0 |
70,377 |
| AT&T INC |
COM |
00206R102 |
1,165 |
47,371 |
SH |
|
SOLE |
|
0 |
0 |
47,371 |
| BERKSHIRE HATHAWAY INC DEL |
CL B NEW |
084670702 |
4,650 |
15,553 |
SH |
|
SOLE |
|
0 |
0 |
15,553 |
| BLOCK INC |
CL A |
852234103 |
1,322 |
8,184 |
SH |
|
SOLE |
|
0 |
0 |
8,184 |
| CATERPILLAR INC |
COM |
149123101 |
2,713 |
13,125 |
SH |
|
SOLE |
|
0 |
0 |
13,125 |
| COSTCO WHSL CORP NEW |
COM |
22160K105 |
8,188 |
14,423 |
SH |
|
SOLE |
|
0 |
0 |
14,423 |
| DEERE & CO |
COM |
244199105 |
410 |
1,195 |
SH |
|
SOLE |
|
0 |
0 |
1,195 |
| DIGITAL RLTY TR INC |
COM |
253868103 |
3,705 |
20,949 |
SH |
|
SOLE |
|
0 |
0 |
20,949 |
| DISNEY WALT CO |
COM |
254687106 |
715 |
4,618 |
SH |
|
SOLE |
|
0 |
0 |
4,618 |
| EDWARDS LIFESCIENCES CORP |
COM |
28176E108 |
3,846 |
29,686 |
SH |
|
SOLE |
|
0 |
0 |
29,686 |
| EXXON MOBIL CORP |
COM |
30231G102 |
3,172 |
51,839 |
SH |
|
SOLE |
|
0 |
0 |
51,839 |
| GILEAD SCIENCES INC |
COM |
375558103 |
1,248 |
17,188 |
SH |
|
SOLE |
|
0 |
0 |
17,188 |
| GOLDMAN SACHS ETF TR |
ACTIVEBETA INT |
381430107 |
6,079 |
172,349 |
SH |
|
SOLE |
|
0 |
0 |
172,349 |
| GOLDMAN SACHS ETF TR |
ACTIVEBETA US |
381430602 |
4,236 |
63,703 |
SH |
|
SOLE |
|
0 |
0 |
63,703 |
| GOLDMAN SACHS ETF TR |
ACTIVEBETA US LG |
381430503 |
6,253 |
65,727 |
SH |
|
SOLE |
|
0 |
0 |
65,727 |
| GOLDMAN SACHS GROUP INC |
COM |
38141G104 |
3,123 |
8,163 |
SH |
|
SOLE |
|
0 |
0 |
8,163 |
| HONEYWELL INTL INC |
COM |
438516106 |
3,065 |
14,699 |
SH |
|
SOLE |
|
0 |
0 |
14,699 |
| ILLUMINA INC |
COM |
452327109 |
1,773 |
4,660 |
SH |
|
SOLE |
|
0 |
0 |
4,660 |
| INTERCONTINENTAL EXCHANGE IN |
COM |
45866F104 |
4,240 |
31,003 |
SH |
|
SOLE |
|
0 |
0 |
31,003 |
| INTUIT |
COM |
461202103 |
547 |
850 |
SH |
|
SOLE |
|
0 |
0 |
850 |
| ISHARES TR |
MSCI EAFE ETF |
464287465 |
751 |
9,550 |
SH |
|
SOLE |
|
0 |
0 |
9,550 |
| ISHARES TR |
MSCI EMG MKT ETF |
464287234 |
471 |
9,643 |
SH |
|
SOLE |
|
0 |
0 |
9,643 |
| ISHARES TR |
CORE HIGH DV ETF |
46429B663 |
280 |
2,768 |
SH |
|
SOLE |
|
0 |
0 |
2,768 |
| ISHARES TR |
CORE US AGGBD ET |
464287226 |
338 |
2,965 |
SH |
|
SOLE |
|
0 |
0 |
2,965 |
| ISHARES TR |
CORE S&P500 ETF |
464287200 |
1,186 |
2,487 |
SH |
|
SOLE |
|
0 |
0 |
2,487 |
| ISHARES TR |
SELECT DIVID ETF |
464287168 |
328 |
2,678 |
SH |
|
SOLE |
|
0 |
0 |
2,678 |
| JOHNSON & JOHNSON |
COM |
478160104 |
5,718 |
33,426 |
SH |
|
SOLE |
|
0 |
0 |
33,426 |
| JPMORGAN CHASE & CO |
COM |
46625H100 |
4,436 |
28,014 |
SH |
|
SOLE |
|
0 |
0 |
28,014 |
| LILLY ELI & CO |
COM |
532457108 |
2,643 |
9,568 |
SH |
|
SOLE |
|
0 |
0 |
9,568 |
| LOWES COS INC |
COM |
548661107 |
5,807 |
22,466 |
SH |
|
SOLE |
|
0 |
0 |
22,466 |
| MARKETAXESS HLDGS INC |
COM |
57060D108 |
1,731 |
4,209 |
SH |
|
SOLE |
|
0 |
0 |
4,209 |
| MASTERCARD INCORPORATED |
CL A |
57636Q104 |
6,320 |
17,590 |
SH |
|
SOLE |
|
0 |
0 |
17,590 |
| MCDONALDS CORP |
COM |
580135101 |
2,750 |
10,260 |
SH |
|
SOLE |
|
0 |
0 |
10,260 |
| META PLATFORMS INC |
CL A |
30303M102 |
3,258 |
9,685 |
SH |
|
SOLE |
|
0 |
0 |
9,685 |
| MICROSOFT CORP |
COM |
594918104 |
10,406 |
30,940 |
SH |
|
SOLE |
|
0 |
0 |
30,940 |
| NEXTERA ENERGY INC |
COM |
65339F101 |
4,664 |
49,962 |
SH |
|
SOLE |
|
0 |
0 |
49,962 |
| NIKE INC |
CL B |
654106103 |
338 |
2,026 |
SH |
|
SOLE |
|
0 |
0 |
2,026 |
| NVIDIA CORPORATION |
COM |
67066G104 |
11,248 |
38,244 |
SH |
|
SOLE |
|
0 |
0 |
38,244 |
| ORACLE CORP |
COM |
68389X105 |
1,429 |
16,381 |
SH |
|
SOLE |
|
0 |
0 |
16,381 |
| PAYPAL HLDGS INC |
COM |
70450Y103 |
3,925 |
20,815 |
SH |
|
SOLE |
|
0 |
0 |
20,815 |
| PEPSICO INC |
COM |
713448108 |
4,379 |
25,209 |
SH |
|
SOLE |
|
0 |
0 |
25,209 |
| PFIZER INC |
COM |
717081103 |
1,915 |
32,423 |
SH |
|
SOLE |
|
0 |
0 |
32,423 |
| PROCTER AND GAMBLE CO |
COM |
742718109 |
818 |
5,000 |
SH |
|
SOLE |
|
0 |
0 |
5,000 |
| QUALCOMM INC |
COM |
747525103 |
2,424 |
13,255 |
SH |
|
SOLE |
|
0 |
0 |
13,255 |
| SALESFORCE COM INC |
COM |
79466L302 |
3,315 |
13,043 |
SH |
|
SOLE |
|
0 |
0 |
13,043 |
| SNOWFLAKE INC |
CL A |
833445109 |
250 |
737 |
SH |
|
SOLE |
|
0 |
0 |
737 |
| STARBUCKS CORP |
COM |
855244109 |
4,012 |
34,298 |
SH |
|
SOLE |
|
0 |
0 |
34,298 |
| STRYKER CORPORATION |
COM |
863667101 |
4,499 |
16,823 |
SH |
|
SOLE |
|
0 |
0 |
16,823 |
| TESLA INC |
COM |
88160R101 |
6,853 |
6,485 |
SH |
|
SOLE |
|
0 |
0 |
6,485 |
| UNITED PARCEL SERVICE INC |
CL B |
911312106 |
236 |
1,100 |
SH |
|
SOLE |
|
0 |
0 |
1,100 |
| VERIZON COMMUNICATIONS INC |
COM |
92343V104 |
2,644 |
50,887 |
SH |
|
SOLE |
|
0 |
0 |
50,887 |
| VISA INC |
COM CL A |
92826C839 |
350 |
1,616 |
SH |
|
SOLE |
|
0 |
0 |
1,616 |
| WALGREENS BOOTS ALLIANCE INC |
COM |
931427108 |
312 |
5,987 |
SH |
|
SOLE |
|
0 |
0 |
5,987 |
| WALMART INC |
COM |
931142103 |
4,530 |
31,305 |
SH |
|
SOLE |
|
0 |
0 |
31,305 |
| ZEBRA TECHNOLOGIES CORPORATI |
CL A |
989207105 |
357 |
600 |
SH |
|
SOLE |
|
0 |
0 |
600 |
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