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:
32.79%
Gain +1.32%
Monthly
0.9%
Yearly
11.4%
Drawdown
13.08%
$373.4M
Equity
Holdings
$373.4M
Investment
$267.05M
$128.55M
Profit +$5.69M
Realized
$22.2M
Unrealized
$106.36M
Dividends
$16.34M
Goals
Avg. 87% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.32%
Profit
$5.69M
Win %
75%
This Week
Compared To Last Week
Gain
0.06%
Profit
$231,575.7
Win %
75%
This Month
Compared to last month
Gain
-0.03%
Profit
-$116,459.18
Win %
75%
This Year
Compared to last year
Gain
3.7%
Profit
$15.16M
Win %
76%
STX Seagate Technology Holdings plc
+7.25%
+$59,928.4 
KLAC KLA Corporation
+5.55%
+$228,729.6 
FMC FMC Corporation
+5.24%
+$7,308.33 
AMD Advanced Micro Devices, Inc.
+4.75%
+$57,734.02 
ANET Arista Networks, Inc.
+4.38%
+$11,946.4 
QCOM QUALCOMM Incorporated
+4.28%
+$29,937.29 
GEV GE Vernova Inc.
+3.65%
+$11,565.87 
AEM Agnico Eagle Mines Limited
+3.15%
+$7,360.58 
CME CME Group Inc.
+2.79%
+$8,732.77 
AMAT Applied Materials, Inc.
+2.64%
+$31,250.79 
NDAQ Nasdaq, Inc.
+2.58%
+$13,677.44 
T AT&T Inc.
+2.48%
+$5,441.22 
SAN Banco Santander S.A. Sponsored ADR
+2.47%
+$7,505.1 
VZ Verizon Communications Inc.
+2.46%
+$23,928.13 
SHBI Shore Bancshares Inc.
+2.38%
+$35,316.02 
JPM JPMorgan Chase & Co.
+2.3%
+$27,724.84 
USB U.S. Bancorp
+2.27%
+$8,998.39 
AXP American Express Company
+2.18%
+$8,465.11 
HSBC HSBC Holdings plc Sponsored ADR
+2.13%
+$6,834.13 
SYK Stryker Corporation
+2.09%
+$12,396.34 
PM Philip Morris International Inc.
+2.01%
+$4,395.93 
TFC Truist Financial Corporation
+1.91%
+$12,139.55 
TSLA Tesla, Inc.
+1.88%
+$30,132.62 
BBY Best Buy Co., Inc.
+1.85%
+$4,967.82 
KMI Kinder Morgan, Inc.
+1.82%
+$8,684.52 
LYB LyondellBasell Industries N.V.
+1.73%
+$9,126.83 
MTUM iShares MSCI USA Momentum Factor ETF
+1.72%
+$52,171.37 
CFG Citizens Financial Group, Inc.
+1.68%
+$5,369.28 
GLW Corning Incorporated
+1.62%
+$6,071.78 
WFC Wells Fargo & Company
+1.62%
+$4,337.41 
UNP Union Pacific Corporation
+1.58%
+$9,868.5 
LIN Linde plc
+1.58%
+$5,268.24 
BX Blackstone Inc.
+1.57%
+$3,706.9 
LYG Lloyds Banking Group Plc ADR
+1.57%
+$905.85 
BLK BlackRock, Inc.
+1.56%
+$12,686.24 
OKE ONEOK, Inc.
+1.56%
+$7,500.44 
BAC Bank of America Corporation
+1.52%
+$6,091.68 
CVS CVS Health Corporation
+1.49%
+$5,436 
UBSI United Bankshares, Inc.
+1.49%
+$3,482.66 
CAT Caterpillar Inc.
+1.49%
+$6,011.83 
COF Capital One Financial Corporation
+1.47%
+$5,920.12 
ELS Equity Lifestyle Properties Inc.
+1.4%
+$10,262.07 
COP ConocoPhillips
+1.39%
+$2,593.68 
PAYX Paychex Inc.
+1.37%
+$3,246.32 
SPGI S&P Global Inc.
+1.36%
+$7,755 
O Realty Income Corporation
+1.32%
+$4,497.17 
VFH Vanguard Financials ETF (primary ticker: VFH)
+1.31%
+$3,011.56 
NEE NextEra Energy, Inc.
+1.3%
+$5,107.31 
ABBV AbbVie Inc.
+1.3%
+$5,984.49 
TROW T. Rowe Price Group, Inc.
+1.26%
+$5,148.46 
C Citigroup Inc.
+1.24%
+$3,150.45 
DVY iShares Select Dividend ETF
+1.19%
+$3,152.7 
LRCX Lam Research Corporation
+1.18%
+$18,537.09 
IWN iShares Russell 2000 Value ETF
+1.17%
+$3,552.12 
NSC Norfolk Southern Corporation
+1.07%
+$7,586.52 
JNJ Johnson & Johnson
+1.05%
+$8,132.5 
V Visa Inc. Class A
+1.05%
+$6,245.82 
IJR iShares Core S&P Small-Cap ETF
+1%
+$7,587.11 
PK Park Hotels & Resorts Inc.
+0.97%
+$2,797.9 
VO Vanguard Mid-Cap ETF
+0.97%
+$3,141.59 
USXF iShares ESG Aware MSCI USA ETF
+0.97%
+$4,800.66 
AVUV Avantis U.S. Small Cap Value ETF
+0.95%
+$3,074.76 
VNQ Vanguard Real Estate ETF
+0.95%
+$2,964.62 
IWR iShares Russell Mid-Cap ETF
+0.95%
+$93,559.5 
VTV Vanguard Value ETF
+0.94%
+$13,071.36 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$5,345.73 
IWM iShares Russell 2000 ETF
+0.9%
+$5,376.24 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$6,094.34 
ESGE iShares ESG Aware MSCI Emerging Markets ETF
+0.89%
+$3,853.92 
RSG Republic Services, Inc.
+0.86%
+$4,909.97 
PG Procter & Gamble Co
+0.85%
+$2,852.61 
EIX Edison International
+0.84%
+$2,028.25 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.83%
+$2,091.95 
DSI iShares MSCI KLD 400 Social ETF
+0.81%
+$4,622.73 
GE General Electric Company
+0.81%
+$3,536.99 
JHMM John Hancock Multifactor Mid Cap ETF
+0.77%
+$1,956.81 
IUSV iShares Core S&P U.S. Value ETF
+0.76%
+$6,168.96 
CVX Chevron Corporation
+0.75%
+$2,396.78 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.75%
+$4,940.01 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$6,036.18 
HD The Home Depot, Inc.
+0.73%
+$4,431.04 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+0.73%
+$2,371.22 
COST Costco Wholesale Corporation
+0.72%
+$10,352.19 
UNH UnitedHealth Group Incorporated
+0.71%
+$2,249.42 
IVE ISHARES S&P 500 VALUE ETF
+0.71%
+$51,537.38 
MA Mastercard Incorporated
+0.7%
+$5,512.12 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$6,740.22 
IWO iShares Russell 2000 Growth ETF
+0.68%
+$4,776.15 
IGF iShares Global Infrastructure ETF
+0.67%
+$3,758.85 
MS Morgan Stanley
+0.66%
+$2,276.4 
VOOV Vanguard S&P 500 Value ETF
+0.64%
+$32,397.57 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$3,491.61 
IYW iShares U.S. Technology ETF
+0.62%
+$5,356.44 
IVLU iShares MSCI International Value Factor ETF
+0.62%
+$3,953.8 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.62%
+$33,871 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$38,960.25 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$6,824.51 
VGT Vanguard Information Technology ETF
+0.6%
+$6,232.8 
EEM iShares MSCI Emerging Markets ETF
+0.59%
+$8,620 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.59%
+$37,838.97 
IVV iShares Core S&P 500 ETF
+0.58%
+$329,299.22 
VOO Vanguard S&P 500 ETF
+0.58%
+$42,381.34 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$62,434.65 
GOOGL Alphabet Inc
+0.56%
+$18,506.09 
IPAC iShares Core MSCI Pacific ETF
+0.56%
+$1,355.9 
HON Honeywell International Inc.
+0.55%
+$1,127.72 
IWB iShares Russell 1000 ETF
+0.55%
+$10,618.26 
SUSA iShares MSCI USA ESG Select ETF
+0.54%
+$1,619.5 
QUAL iShares MSCI USA Quality Factor ETF
+0.51%
+$15,723.29 
BBUS JPMorgan Betabuilders U.S. Equity Fund
+0.51%
+$7,674.48 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.5%
+$18,899.04 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$20,676.94 
AVEM Avantis Emerging Markets Equity ETF
+0.48%
+$4,533.3 
ESGU iShares ESG Aware MSCI USA ETF
+0.48%
+$7,120.62 
GOOG Alphabet Inc
+0.46%
+$7,601.4 
WMT Walmart Inc.
+0.45%
+$2,903.22 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.45%
+$35,950.95 
IXUS iShares Core International Stock ETF
+0.43%
+$2,671.56 
VIS Vanguard Industrials ETF
+0.42%
+$1,523.53 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+0.42%
+$3,659.36 
ACWI iShares MSCI ACWI ETF
+0.41%
+$1,815.04 
DFIC Dimensional International Core Equity Market ETF
+0.41%
+$3,026.53 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.41%
+$28,036.25 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.39%
+$1,867.74 
BLCR iShares Large Cap Core ACT ETF
+0.39%
+$8,507.44 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.39%
+$19,992.72 
PEP PepsiCo, Inc.
+0.38%
+$772.2 
VBK Vanguard Small-Cap Growth ETF
+0.36%
+$1,361.69 
IUSG iShares Core S&P U.S. Growth ETF
+0.36%
+$3,253.14 
STWD Starwood Property Trust Inc.
+0.35%
+$650.52 
GD General Dynamics Corporation
+0.35%
+$1,625.54 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$1,043.25 
AMGN Amgen Inc.
+0.34%
+$1,139.48 
BAI iShares A.I. Innovation and Tech Active ETF
+0.33%
+$11,698.08 
XOM Exxon Mobil Corporation
+0.29%
+$2,977.48 
OEF iShares S&P 100 ETF
+0.27%
+$4,829.17 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.25%
+$597.22 
ADP Automatic Data Processing Inc.
+0.23%
+$1,574.37 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$4,008.84 
VUG Vanguard Growth ETF
+0.22%
+$2,753.1 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
+0.2%
+$577.65 
NVDA NVIDIA Corporation
+0.18%
+$23,224.9 
BNDX Vanguard Total International Bond ETF
+0.17%
+$696.08 
PFE Pfizer Inc.
+0.15%
+$1,011.48 
STE STERIS plc
+0.15%
+$482.36 
IEUR iShares Core MSCI Europe ETF
+0.14%
+$634.26 
MSFT Microsoft Corp.
+0.13%
+$5,867.68 
BINC iShares Flexible Income Active ETF
+0.12%
+$2,076.48 
CB Chubb Limited
+0.11%
+$252.36 
KO The Coca-Cola Company
+0.1%
+$393.6 
IAU iShares Gold Trust
+0.09%
+$615.02 
PH Parker-Hannifin Corporation
+0.09%
+$195.13 
VOX Vanguard Communication Services ETF
+0.06%
+$166.52 
ORCL Oracle Corporation
+0.05%
+$294.99 
TJX The TJX Companies, Inc.
+0.05%
+$123.76 
JNK SPDR Bloomberg High Yield Bond ETF
+0.04%
+$93.06 
IAGG iShares International Aggregate Bond Fund
+0.03%
+$660.81 
PHYL PGIM Active High Yield Bond ETF
+0.03%
+$373.91 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+0.02%
+$104.42 
SCHP Schwab U.S. TIPS ETF
+0.02%
+$1,128.42 
EFG iShares MSCI EAFE Growth ETF
+0.02%
+$1,120.76 
04609E107
0%
$0 
46436E225
0%
$0 
75513E105
0%
$0 
AZN
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$34,943.69 
PLTR Palantir Technologies Inc.
-2.35%
-$5,614.84 
CALM Cal-Maine Foods Inc.
-2.22%
-$6,056.94 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$9,952.61 
BTHM iShares U.S. Thematic Rotation Active ETF
-1.75%
-$47,709.28 
JKG iShares Morningstar Mid-Cap ETF
-1.6%
-$8,379 
IDEF iShares U.S. Defense & Aerospace Index ETF
-1.58%
-$27,394.64 
AAPL Apple Inc.
-1.52%
-$122,859 
MU Micron Technology, Inc.
-1.42%
-$13,929.67 
MRK Merck & Co., Inc.
-1.41%
-$5,080.9 
AMZN Amazon.com Inc
-1.23%
-$34,122.88 
NFLX Netflix, Inc.
-1.14%
-$10,110.96 
IBM International Business Machines Corporation
-0.97%
-$13,889.39 
AJG Arthur J. Gallagher & Co.
-0.95%
-$2,544.66 
AVGO Broadcom Inc.
-0.94%
-$26,845.99 
CSCO Cisco Systems, Inc.
-0.6%
-$5,903.51 
ETN Eaton Corporation plc
-0.55%
-$1,534.73 
UPS United Parcel Service, Inc.
-0.52%
-$2,952.69 
ISRG Intuitive Surgical, Inc.
-0.45%
-$1,002.8 
MRVL Marvell Technology, Inc.
-0.36%
-$2,851.23 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.31%
-$754.96 
GNMA iShares GNMA Bond ETF
-0.29%
-$925.48 
TLT iShares 20+ Year Treasury Bond ETF
-0.28%
-$4,803.36 
TLH iShares 10-20 Year Treasury Bond ETF
-0.26%
-$7,982.77 
META Meta Platforms Inc Class A
-0.23%
-$4,159.97 
GILD Gilead Sciences Inc.
-0.21%
-$794.04 
GRMN Garmin Ltd.
-0.18%
-$535.5 
MBB iShares MBS ETF
-0.16%
-$5,158.95 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.13%
-$8,754.78 
VHT Vanguard Health Care ETF
-0.13%
-$505.04 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$831.6 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.12%
-$5,679.45 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$3,303.95 
SYSB iShares Systematic Bond ETF
-0.11%
-$398.6 
FBND Fidelity Total Bond ETF
-0.11%
-$1,655.2 
GOVT iShares U.S. Treasury Bond ETF
-0.11%
-$4,420.37 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.11%
-$896.7 
DFCF Dimensional Core Fixed Income ETF
-0.11%
-$1,138.82 
LOW Lowe's Companies Inc.
-0.1%
-$283.14 
VTEB Vanguard Tax-Exempt Bond ETF
-0.09%
-$1,202.58 
INTU Intuit Inc.
-0.07%
-$216.9 
IUSB iShares Core Universal USD Bond ETF
-0.07%
-$9,919.02 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.06%
-$421.59 
SCMB Schwab Municipal Bond ETF
-0.06%
-$189.16 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.06%
-$391.98 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.04%
-$3,238.56 
FLTB Fidelity Limited Term Bond ETF
-0.04%
-$322.42 
TSCO Tractor Supply Company
-0.03%
-$100.32 
MCD McDonald's Corporation
-0.02%
-$56.46 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.02%
-$58.15 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
-0.01%
-$32.52 Events
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Dividends
Dividend Analysis
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| Trades 2394 | Longs Won 1722/2394 71% | Profit Factor 27.98 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $462,014.89 |
| Average Win $77,421.01 | Best Trade (Jun 12) $17.03M | Sharpe Ratio -9.39 |
| Average Loss -$7,089.62 | Worst Trade (Jun 29) -$185,588.67 | Z-Score 3.58 (99.97%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 5d | Expectancy $53,698.73 |
| 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 | 52,632 | 47,368 | 42,105 | 36,842 | 31,579 | 26,316 | 21,053 | 15,789 | 10,526 | 5,263 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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