HPM
Hoxton Planning & Management LLC Portfolio
Invests via Hoxton Planning & Management LLC | Managed by Archibald Robinson Hoxton IV, Archibald Robinson Hoxton V, James A. Sutch, Jr.
Invests via Hoxton Planning & Management LLC
Managed by Archibald Robinson Hoxton IV, Archibald Robinson Hoxton V, James A. Sutch, Jr.
Automatically Tracked
Company Profile
Hoxton Planning & Management LLC operates as a specialized advisory firm within the financial landscape, focusing on strategic planning and management for businesses seeking to optimize their operational efficiency. Known for its tailored approach, the company delivers insights that enable clients to navigate complex market dynamics effectively. The team comprises seasoned professionals with extensive backgrounds in corporate strategy and project management, positioning Hoxton as a go-to partner for organizations aiming to enhance their competitive advantage. With an emphasis on transformative outcomes, it plays a crucial role in guiding entities through growth phases while addressing unique industry challenges.
Hoxton Planning & Management LLC operates as a specialized advisory firm within the financial landscape, focusing on strategic planning and management for businesses seeking to optimize their operational efficiency. Known for its tailored approach, the company delivers insights that enable clients to navigate complex market dynamics effectively. The team comprises seasoned professionals with extensive backgrounds in corporate strategy and project management, positioning Hoxton as a go-to partner for organizations aiming to enhance their competitive advantage. With an emphasis on transformative outcomes, it plays a crucial role in guiding entities through growth phases while addressing unique industry challenges.
Investment Philosophy & Strategy
With a keen eye on market trends, Hoxton Planning & Management LLC embodies an advisory firm committed to enhancing business agility. The firm's leadership leverages deep expertise in corporate strategy and project execution, positioning it as an invaluable partner for organizations seeking operational excellence. Through customized solutions that align with specific organizational goals, Hoxton ensures strategic planning reflects current economic realities while embracing future opportunities. This approach enables clients to capitalize on their strengths and navigate industry challenges effectively, ultimately fostering sustainable growth.
With a keen eye on market trends, Hoxton Planning & Management LLC embodies an advisory firm committed to enhancing business agility. The firm's leadership leverages deep expertise in corporate strategy and project execution, positioning it as an invaluable partner for organizations seeking operational excellence. Through customized solutions that align with specific organizational goals, Hoxton ensures strategic planning reflects current economic realities while embracing future opportunities. This approach enables clients to capitalize on their strengths and navigate industry challenges effectively, ultimately fostering sustainable growth.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
52.34%
Gain +1.28%
Monthly
1.27%
Yearly
16.37%
Drawdown
16.93%
$374.95M
Equity
Holdings
$374.95M
Investment
$281.77M
$119.69M
Profit +$3.43M
Realized
$26.51M
Unrealized
$93.18M
Dividends
$17.51M
Goals
Avg. 45% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.28%
Profit
$3.43M
Win %
70%
This Week
Compared To Last Week
Gain
-0.83%
Profit
-$3.12M
Win %
70%
This Month
Compared to last month
Gain
-2.03%
Profit
-$7.78M
Win %
70%
This Year
Compared to last year
Gain
-2.07%
Profit
-$7.9M
Win %
73%
SNDK SanDisk Corporation
+9.85%
+$22,332.63 
WDC Western Digital Corporation
+8.42%
+$12,930.75 
MU Micron Technology, Inc.
+7.72%
+$70,885.41 
STX Seagate Technology Holdings plc
+7.51%
+$65,141.06 
AMAT Applied Materials, Inc.
+6.71%
+$75,717 
INTC Intel Corporation
+5.72%
+$13,866.65 
MRVL Marvell Technology, Inc.
+5.43%
+$29,810.88 
AMD Advanced Micro Devices, Inc.
+4.71%
+$64,701.03 
BAI iShares A.I. Innovation and Tech Active ETF
+4.46%
+$115,420.14 
LRCX Lam Research Corporation
+3.96%
+$52,821.14 
KLAC KLA Corporation
+3.7%
+$12,910.78 
ORCL Oracle Corporation
+3.68%
+$14,585.61 
GLW Corning Incorporated
+3.66%
+$11,814.64 
ANET Arista Networks, Inc.
+3.47%
+$11,610.86 
ASML ASML Holding N.V. New York Registry Shares
+3.45%
+$20,146.55 
POWL Powell Industries Inc.
+3.4%
+$6,486.75 
MPWR Monolithic Power Systems, Inc.
+3.19%
+$7,301.39 
MTUM iShares MSCI USA Momentum Factor ETF
+2.74%
+$68,078.08 
TXN Texas Instruments Inc
+2.53%
+$5,812.66 
GEV GE Vernova Inc.
+2.31%
+$8,823.43 
ADI Analog Devices, Inc.
+2.11%
+$4,643.3 
ESGE iShares ESG Aware MSCI EM ETF
+2.08%
+$7,942.58 
APH Amphenol Corporation
+2.06%
+$3,952.66 
EEM iShares MSCI Emerging Markets ETF
+2.03%
+$27,799.5 
XLK State Street Technology Select Sector SPDR ETF
+2.02%
+$11,280.16 
CAT Caterpillar Inc.
+1.98%
+$8,575 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+1.96%
+$5,665.7 
IEMG iShares Core MSCI Emerging Markets ETF
+1.93%
+$82,402.96 
AVEM Avantis Emerging Markets Equity ETF
+1.84%
+$15,952.28 
TSLA Tesla, Inc.
+1.83%
+$27,836.96 
NVDA NVIDIA Corporation
+1.73%
+$221,224.96 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+1.71%
+$3,554.59 
VGT Vanguard Information Technology ETF
+1.69%
+$16,179.83 
PH Parker-Hannifin Corporation
+1.58%
+$3,743.72 
IYW iShares U.S. Technology ETF
+1.5%
+$12,060.03 
LYG Lloyds Banking Group Plc ADR
+1.5%
+$938.88 
C Citigroup Inc.
+1.41%
+$3,339.6 
ADM Archer-Daniels-Midland Co
+1.32%
+$3,060.04 
ISRG Intuitive Surgical, Inc.
+1.31%
+$2,451.24 
CSCO Cisco Systems, Inc.
+1.2%
+$10,766.35 
IVLU iShares MSCI International Value Factor ETF
+1.2%
+$5,689.5 
USXF iShares ESG Aware MSCI USA ETF
+1.17%
+$6,350.35 
CORO Ishares International Country Rotational Active ETF
+1.17%
+$24,744.73 
IPAC iShares Core MSCI Pacific ETF
+1.15%
+$2,891.37 
BLCR iShares Large Cap Core ACT ETF
+1.15%
+$28,892.19 
AVGO Broadcom Inc.
+1.14%
+$32,427.25 
HSBC HSBC Holdings plc Sponsored ADR
+1.12%
+$3,133.53 
UNH UnitedHealth Group Incorporated
+1.11%
+$4,488.13 
MS Morgan Stanley
+1.09%
+$3,578.8 
XOM Exxon Mobil Corporation
+1.04%
+$11,018.95 
IAU iShares Gold Trust
+0.97%
+$7,727.05 
IXUS iShares Core International Stock ETF
+0.92%
+$5,742.6 
SAN Banco Santander S.A. Sponsored ADR
+0.86%
+$2,784.15 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.84%
+$61,289.2 
ETN Eaton Corporation plc
+0.83%
+$2,351.36 
THRO iShares U.S. Thematic Rotation Active ETF
+0.83%
+$14,877.8 
EFG iShares MSCI EAFE Growth ETF
+0.81%
+$56,605.93 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.8%
+$41,569.68 
IUSG iShares Core S&P U.S. Growth ETF
+0.8%
+$7,370.58 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.79%
+$56,430.73 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.75%
+$2,147.08 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
+0.73%
+$2,468.31 
CPA Copa Holdings S.A.
+0.71%
+$1,465.19 
GRMN Garmin Ltd.
+0.71%
+$2,193.64 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
+0.71%
+$1,507.15 
VUG Vanguard Growth ETF
+0.67%
+$8,186.34 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.65%
+$43,659.64 
SUSA iShares MSCI USA ESG Select ETF
+0.62%
+$1,876.25 
JHMM John Hancock Multifactor Mid Cap ETF
+0.6%
+$1,503.04 
UPS United Parcel Service, Inc.
+0.57%
+$3,888.3 
ACWI iShares MSCI ACWI ETF
+0.57%
+$2,860 
VBK Vanguard Small-Cap Growth ETF
+0.57%
+$2,097.79 
EFV iShares MSCI EAFE Value ETF
+0.56%
+$10,372.12 
CVX Chevron Corporation
+0.53%
+$1,773.98 
AZN AstraZeneca PLC American Depositary Shares
+0.52%
+$1,293.44 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.52%
+$2,480.47 
IWO iShares Russell 2000 Growth ETF
+0.51%
+$3,524.85 
AVUV Avantis U.S. Small Cap Value ETF
+0.5%
+$23,728.64 
IEFA iShares Core MSCI EAFE ETF
+0.5%
+$8,517.7 
DSI iShares MSCI KLD 400 Social ETF
+0.46%
+$3,102.72 
MRK Merck & Co., Inc.
+0.45%
+$1,652.62 
IMCB iShares Morningstar Mid-Cap ETF
+0.45%
+$2,282.44 
DFIC Dimensional International Core Equity Market ETF
+0.4%
+$2,805.6 
IEUR iShares Core MSCI Europe ETF
+0.38%
+$1,687.56 
IVV iShares Core S&P 500 ETF
+0.35%
+$217,739.94 
ESGU iShares ESG Aware MSCI USA ETF
+0.34%
+$5,583.76 
META Meta Platforms Inc Class A
+0.34%
+$6,955.32 
CVS CVS Health Corporation
+0.34%
+$1,327.32 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.33%
+$17,685.54 
WFC Wells Fargo & Company
+0.32%
+$903.56 
LYB LyondellBasell Industries N.V.
+0.32%
+$1,479.08 
SPY SPDR S&P 500 ETF Trust
+0.32%
+$33,717.08 
IWB iShares Russell 1000 ETF
+0.32%
+$6,035.9 
VOO Vanguard S&P 500 ETF
+0.32%
+$22,797.81 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.31%
+$3,551.2 
OEF iShares S&P 100 ETF
+0.3%
+$8,594.38 
AJG Arthur J. Gallagher & Co.
+0.29%
+$886.55 
IALT iShares Systematic Alternatives Active ETF
+0.27%
+$6,784.19 
IWM iShares Russell 2000 ETF
+0.26%
+$1,542.31 
BBUS JPMorgan Betabuilders U.S. Equity Fund
+0.25%
+$3,795.76 
QCOM QUALCOMM Incorporated
+0.24%
+$1,523.05 
STWD Starwood Property Trust Inc.
+0.24%
+$419.24 
VO Vanguard Mid-Cap ETF
+0.2%
+$564.8 
TROW T. Rowe Price Group, Inc.
+0.13%
+$597.68 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.11%
+$285.76 
IJH iShares Core S&P Mid-Cap ETF
+0.09%
+$699.58 
IJR iShares Core S&P Small-Cap ETF
+0.09%
+$687.13 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+0.09%
+$417.04 
IWN iShares Russell 2000 Value ETF
+0.07%
+$231.66 
BX Blackstone Inc.
+0.07%
+$198.45 
PII Polaris Inc.
+0.07%
+$153.4 
GE General Electric Company
+0.07%
+$302.46 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.06%
+$403 
VOOV Vanguard S&P 500 Value ETF
+0.04%
+$2,679.3 
PFE Pfizer Inc.
+0.04%
+$269.07 
IWR iShares Russell Mid-Cap ETF
+0.04%
+$3,559.88 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.03%
+$937.83 
LLY Eli Lilly and Company
+0.03%
+$414.12 
VOX Vanguard Communication Services ETF
+0.02%
+$57.92 
VIS Vanguard Industrials ETF
+0.02%
+$58.19 
04609E107
0%
$0 
46436E225
0%
$0 
75513E105
0%
$0 
IAGG iShares International Aggregate Bond Fund
0%
$0 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SPGI S&P Global Inc.
-3.25%
-$19,900.75 
GILD Gilead Sciences Inc.
-2.94%
-$11,912.91 
TSCO Tractor Supply Company
-2.57%
-$7,521.54 
SYK Stryker Corporation
-2.11%
-$13,258.58 
RSG Republic Services, Inc.
-2.02%
-$11,948.34 
HD The Home Depot, Inc.
-1.74%
-$10,901.1 
STE STERIS plc
-1.52%
-$5,061.52 
V Visa Inc. Class A
-1.48%
-$10,134.62 
NDAQ Nasdaq, Inc.
-1.4%
-$7,378.8 
MA Mastercard Incorporated
-1.38%
-$12,471.16 
UNP Union Pacific Corporation
-1.32%
-$9,086.93 
LOW Lowe's Companies Inc.
-1.3%
-$2,782.37 
PG Procter & Gamble Co
-1.2%
-$3,959.77 
COF Capital One Financial Corporation
-1.16%
-$5,377.5 
MCD McDonald's Corporation
-1.08%
-$2,524.45 
COST Costco Wholesale Corporation
-1.07%
-$14,480.97 
ADP Automatic Data Processing Inc.
-1.04%
-$8,180.55 
TJX The TJX Companies, Inc.
-1.03%
-$2,320 
VZ Verizon Communications Inc.
-1.02%
-$9,605.33 
ACN Accenture plc Class A
-0.98%
-$2,548.9 
WMT Walmart Inc.
-0.92%
-$5,531.04 
NSC Norfolk Southern Corporation
-0.88%
-$6,685.56 
PNC The PNC Financial Services Group, Inc.
-0.86%
-$1,881.06 
LIN Linde plc
-0.85%
-$2,817.49 
BBY Best Buy Co., Inc.
-0.85%
-$2,824.6 
UBSI United Bankshares, Inc.
-0.85%
-$2,079.2 
KO The Coca-Cola Company
-0.84%
-$3,470.01 
AMZN Amazon.com Inc
-0.81%
-$23,753.15 
AXP American Express Company
-0.8%
-$3,762.58 
RF Regions Financial Corporation
-0.76%
-$1,979.87 
ITA iShares U.S. Aerospace & Defense ETF
-0.75%
-$3,953.52 
ELS Equity Lifestyle Properties Inc.
-0.74%
-$5,503.68 
O Realty Income Corporation
-0.73%
-$2,623.43 
CB Chubb Limited
-0.71%
-$1,746.5 
GIS General Mills, Inc.
-0.69%
-$2,325.44 
GD General Dynamics Corporation
-0.66%
-$3,132.05 
OKE ONEOK, Inc.
-0.62%
-$3,159.04 
DVY iShares Select Dividend ETF
-0.62%
-$1,695 
BRK-B Berkshire Hathaway Inc.
-0.62%
-$6,066.45 
GOOGL Alphabet Inc
-0.62%
-$20,592.19 
PM Philip Morris International Inc.
-0.61%
-$1,420.38 
MSFT Microsoft Corp.
-0.59%
-$26,315.47 
GOOG Alphabet Inc
-0.58%
-$9,932.76 
WU Western Union Co.
-0.58%
-$1,122.5 
USB U.S. Bancorp
-0.55%
-$2,400.51 
AAPL Apple Inc.
-0.54%
-$48,506.85 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.53%
-$1,240.38 
TLT iShares 20+ Year Treasury Bond ETF
-0.51%
-$7,696.57 
VHT Vanguard Health Care ETF
-0.5%
-$2,029.43 
NEE NextEra Energy, Inc.
-0.5%
-$1,297.56 
TLH iShares 10-20 Year Treasury Bond ETF
-0.48%
-$12,611.51 
CFG Citizens Financial Group, Inc.
-0.48%
-$1,612.28 
DFCF Dimensional Core Fixed Income ETF
-0.45%
-$4,808.33 
AMGN Amgen Inc.
-0.45%
-$1,479.07 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.43%
-$1,051.4 
PK Park Hotels & Resorts Inc.
-0.4%
-$1,160.28 
JNJ Johnson & Johnson
-0.37%
-$2,659.4 
KMI Kinder Morgan, Inc.
-0.31%
-$1,460.7 
IEF iShares 7-10 Year Treasury Bond ETF
-0.29%
-$2,249.5 
VNQ Vanguard Real Estate ETF
-0.29%
-$935.54 
GNMA iShares GNMA Bond ETF
-0.28%
-$1,083.75 
MBB iShares MBS ETF
-0.28%
-$10,308.98 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.26%
-$1,830.9 
IDEF iShares U.S. Defense & Aerospace Index ETF
-0.26%
-$4,329.68 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$1,495.54 
IVE ISHARES S&P 500 VALUE ETF
-0.25%
-$16,567.12 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.24%
-$2,233.3 
GOVT iShares U.S. Treasury Bond ETF
-0.24%
-$9,547.94 
AGG iShares Core U.S. Aggregate Bond ETF
-0.23%
-$6,668.85 
BAC Bank of America Corporation
-0.23%
-$1,052.1 
IGF iShares Global Infrastructure ETF
-0.23%
-$1,185.6 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.22%
-$1,557.67 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.21%
-$10,062.72 
FBND Fidelity Total Bond ETF
-0.21%
-$2,622.57 
IUSB iShares Core Universal USD Bond ETF
-0.2%
-$37,699.74 
BLK BlackRock, Inc.
-0.19%
-$1,621.96 
IUSV iShares Core S&P U.S. Value ETF
-0.17%
-$1,448.94 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.15%
-$9,964.53 
SHBI Shore Bancshares Inc.
-0.15%
-$2,265.56 
SCMB Schwab Municipal Bond ETF
-0.14%
-$790.05 
CALM Cal-Maine Foods Inc.
-0.14%
-$436.32 
NFLX Netflix, Inc.
-0.13%
-$918 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.12%
-$407.91 
SYSB iShares Systematic Bond ETF
-0.12%
-$314.06 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.12%
-$809.39 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.1%
-$319.82 
GGOV iShares Global Government Bond USD Hedged Active ETF
-0.1%
-$2,147.25 
SCHP Schwab U.S. TIPS ETF
-0.1%
-$5,737.68 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
-0.09%
-$302.58 
TFC Truist Financial Corporation
-0.09%
-$405.23 
IBM International Business Machines Corporation
-0.08%
-$876.69 
VTEB Vanguard Tax-Exempt Bond ETF
-0.08%
-$1,122.4 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.06%
-$4,554.99 
JNK SPDR Bloomberg High Yield Bond ETF
-0.06%
-$136.68 
PHYL PGIM Active High Yield Bond ETF
-0.04%
-$564.18 
FLTB Fidelity Limited Term Bond ETF
-0.04%
-$325.2 
VYM Vanguard High Dividend Yield ETF
-0.03%
-$58.92 
JPM JPMorgan Chase & Co.
-0.01%
-$194.85 
ABBV AbbVie Inc.
-0.01%
-$63.57 
BINC iShares Flexible Income Active ETF
-0.01%
-$46.51 
VTV Vanguard Value ETF
-0.01%
-$64.45 Events
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Dividends
Dividend Analysis
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| Trades 2602 | Longs Won 1826/2602 70% | Profit Factor 20.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $427,877.07 |
| Average Win $68,906.05 | Best Trade (Jul 22) $17.29M | Sharpe Ratio -10.51 |
| Average Loss -$7,898.33 | Worst Trade (Jul 30) -$205,027.93 | Z-Score -0.22 (17.22%) |
| Commissions $0 | Avg. Trade Length 1y 4m 6d | Expectancy $46,000.52 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 47,619 | 42,857 | 38,095 | 33,333 | 28,571 | 23,810 | 19,048 | 14,286 | 9,524 | 4,762 |
Hover over the desired column for a detailed explanation.
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FAQ
Which stocks have generated the highest profits for Hoxton Planning & Management LLC?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $7.37M, iShares MSCI USA Quality Factor ETF - $2.45M, iShares MSCI EAFE Value ETF - $1.99M, iShares Core Universal USD Bond ETF - $1.97M, and iShares U.S. Technology ETF - $1.87M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Nike, Inc. - Class B - $228,756.45, Pfizer Inc - $163,085.58, CVS Health Corporation - $120,772.24, NextEra Energy, Inc - $115,421.05, and UnitedHealth Group Incorporated - $112,786.74. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Hoxton Planning & Management LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.51M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $2.11M, iShares Core Universal USD Bond ETF - $1.9M, iShares Core 1-5 Year USD Bond ETF - $737,663.51, iShares MSCI EAFE Value ETF - $528,365.8, and iShares Core U.S. Aggregate Bond ETF - $419,815.05. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Hoxton Planning & Management LLC's monthly returns?
Hoxton Planning & Management LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Hoxton Planning & Management LLC's strategy be considered aggressive or moderate?
Hoxton Planning & Management LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Hoxton Planning & Management LLC's strategy?
Hoxton Planning & Management LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
