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:
59.34%
Gain -0.66%
Monthly
1.29%
Yearly
16.61%
Drawdown
16.98%
$382.7M
Equity
Holdings
$382.7M
Investment
$281.77M
$126.54M
Profit -$1.83M
Realized
$25.6M
Unrealized
$100.93M
Dividends
$18.18M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.66%
Profit
-$1.83M
Win %
70%
This Week
Compared To Last Week
Gain
-0.48%
Profit
-$1.83M
Win %
70%
This Month
Compared to last month
Gain
-1%
Profit
-$3.86M
Win %
70%
This Year
Compared to last year
Gain
-0.04%
Profit
-$151,190.94
Win %
72%
ACN Accenture plc Class A
+6.15%
+$20,301.47 
AJG Arthur J. Gallagher & Co.
+5.44%
+$15,565.19 
BBY Best Buy Co., Inc.
+4.27%
+$15,116.48 
NFLX Netflix, Inc.
+3.76%
+$29,682 
ADP Automatic Data Processing Inc.
+3.12%
+$25,807.32 
GOOGL Alphabet Inc
+3.08%
+$98,616.24 
GOOG Alphabet Inc
+2.97%
+$48,446.5 
META Meta Platforms Inc Class A
+2.91%
+$58,994.3 
IBM International Business Machines Corporation
+2.71%
+$34,036.25 
ELS Equity Lifestyle Properties Inc.
+2.6%
+$17,886.96 
TSCO Tractor Supply Company
+2.55%
+$8,103.98 
SYK Stryker Corporation
+2.45%
+$13,307.89 
VOX Vanguard Communication Services ETF
+2.39%
+$6,602.88 
ISRG Intuitive Surgical, Inc.
+2.38%
+$4,630.56 
MSFT Microsoft Corp.
+2.27%
+$125,456.93 
WMT Walmart Inc.
+2.27%
+$12,985.92 
AZN AstraZeneca PLC American Depositary Shares
+2.1%
+$5,053.44 
LLY Eli Lilly and Company
+2.04%
+$28,488.56 
UPS United Parcel Service, Inc.
+2.01%
+$12,083.64 
MCD McDonald's Corporation
+1.96%
+$4,325.12 
GILD Gilead Sciences Inc.
+1.86%
+$8,114.13 
SPGI S&P Global Inc.
+1.85%
+$10,366.4 
CALM Cal-Maine Foods Inc.
+1.76%
+$4,729.35 
ABBV AbbVie Inc.
+1.73%
+$9,408.36 
PM Philip Morris International Inc.
+1.7%
+$3,933.36 
COST Costco Wholesale Corporation
+1.58%
+$20,807.34 
WU Western Union Co.
+1.44%
+$2,245 
VHT Vanguard Health Care ETF
+1.41%
+$5,886.72 
VZ Verizon Communications Inc.
+1.4%
+$15,325.35 
RSG Republic Services, Inc.
+1.33%
+$7,956.63 
UNH UnitedHealth Group Incorporated
+1.32%
+$4,809.39 
GIS General Mills, Inc.
+1.3%
+$4,158.96 
STE STERIS plc
+1.19%
+$3,910.81 
AMGN Amgen Inc.
+1.18%
+$4,062.84 
KO The Coca-Cola Company
+1.1%
+$4,878.13 
CVS CVS Health Corporation
+1.09%
+$3,797.61 
LOW Lowe's Companies Inc.
+1.06%
+$2,180.91 
V Visa Inc. Class A
+1.05%
+$7,391.38 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$10,611.32 
HD The Home Depot, Inc.
+1%
+$5,827.76 
AXP American Express Company
+0.89%
+$3,856.32 
UBSI United Bankshares, Inc.
+0.89%
+$2,174.84 
CB Chubb Limited
+0.85%
+$2,023 
PII Polaris Inc.
+0.72%
+$1,288.56 
MA Mastercard Incorporated
+0.61%
+$5,722.84 
JNJ Johnson & Johnson
+0.58%
+$4,398.78 
AAPL Apple Inc.
+0.54%
+$49,055.22 
PG Procter & Gamble Co
+0.52%
+$1,665.53 
MRK Merck & Co., Inc.
+0.44%
+$1,842.78 
PK Park Hotels & Resorts Inc.
+0.39%
+$1,160.28 
GD General Dynamics Corporation
+0.36%
+$1,633.29 
SHBI Shore Bancshares Inc.
+0.26%
+$4,064.67 
TLT iShares 20+ Year Treasury Bond ETF
+0.2%
+$2,953.34 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.2%
+$458.48 
UNP Union Pacific Corporation
+0.18%
+$1,163.52 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.16%
+$2,706.05 
NSC Norfolk Southern Corporation
+0.16%
+$1,137.02 
TJX The TJX Companies, Inc.
+0.12%
+$217.5 
KMI Kinder Morgan, Inc.
+0.11%
+$511.25 
TLH iShares 10-20 Year Treasury Bond ETF
+0.11%
+$2,817.47 
NDAQ Nasdaq, Inc.
+0.06%
+$313.46 
PFE Pfizer Inc.
+0.05%
+$403.61 
GOVT iShares U.S. Treasury Bond ETF
+0.02%
+$868 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.02%
+$67.98 
DFCF Dimensional Core Fixed Income ETF
+0.01%
+$126.53 
GGOV iShares Global Government Bond USD Hedged Active ETF
+0.01%
+$214.72 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
0%
-$0.58 
SCHP Schwab U.S. TIPS ETF
0%
$0 
SCHZ Schwab U.S. Aggregate Bond ETF
0%
$0 
SUSC iShares ESG Aware USD Corporate Bond ETF
0%
$0 0460
04609E107
0%
$0 7551
75513E105
0%
$0 4643
46436E225
0%
$0 
GLW Corning Incorporated
-14.06%
-$49,259.32 
GEV GE Vernova Inc.
-8.66%
-$29,346.61 
LRCX Lam Research Corporation
-7.91%
-$102,683.6 
ETN Eaton Corporation plc
-7.5%
-$22,457.6 
MPWR Monolithic Power Systems, Inc.
-7.08%
-$15,043.11 
ASML ASML Holding N.V. New York Registry Shares
-6.95%
-$39,627.86 
AMAT Applied Materials, Inc.
-6.73%
-$66,008.02 
MRVL Marvell Technology, Inc.
-6.64%
-$44,111.05 
KLAC KLA Corporation
-6.58%
-$19,958.4 
POWL Powell Industries Inc.
-6.13%
-$9,366.03 
APH Amphenol Corporation
-5.64%
-$24,085.16 
ANET Arista Networks, Inc.
-5.55%
-$21,916.24 
BAC Bank of America Corporation
-5.3%
-$24,987.37 
INTC Intel Corporation
-5.3%
-$13,626.59 
AVGO Broadcom Inc.
-4.79%
-$130,765.92 
MU Micron Technology, Inc.
-4.76%
-$49,309.99 
ADI Analog Devices, Inc.
-4.53%
-$10,118.5 
SNDK SanDisk Corporation
-4.42%
-$11,757.19 
ORCL Oracle Corporation
-4.42%
-$21,650.01 
CAT Caterpillar Inc.
-4.15%
-$16,995.01 
AMD Advanced Micro Devices, Inc.
-3.9%
-$54,968.55 
BAI iShares A.I. Innovation and Tech Active ETF
-3.66%
-$98,758.44 
WDC Western Digital Corporation
-3.59%
-$5,054.17 
MS Morgan Stanley
-3.4%
-$11,343.24 
NVDA NVIDIA Corporation
-2.85%
-$390,285.45 
EEM iShares MSCI Emerging Markets ETF
-2.51%
-$36,742.75 
PH Parker-Hannifin Corporation
-2.5%
-$5,926.2 
IEMG iShares Core MSCI Emerging Markets ETF
-2.4%
-$109,501.92 
ESGE iShares ESG Aware MSCI EM ETF
-2.34%
-$9,628.5 
STX Seagate Technology Holdings plc
-2.23%
-$20,041.72 
MTUM iShares MSCI USA Momentum Factor ETF
-2.13%
-$53,689.73 
EMGF iShares MSCI Emerging Markets Multifactor ETF
-2.11%
-$6,563.66 
AVEM Avantis Emerging Markets Equity ETF
-2.06%
-$19,113.56 
GE General Electric Company
-1.98%
-$8,442.3 
TXN Texas Instruments Inc
-1.96%
-$4,251.3 
WFC Wells Fargo & Company
-1.94%
-$5,647.25 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.94%
-$4,326.14 
LYG Lloyds Banking Group Plc ADR
-1.91%
-$1,225.56 
JPM JPMorgan Chase & Co.
-1.72%
-$23,927.62 
CSCO Cisco Systems, Inc.
-1.65%
-$14,975.75 
USXF iShares ESG Aware MSCI USA ETF
-1.57%
-$8,670.89 
VIS Vanguard Industrials ETF
-1.55%
-$5,448.7 
LYB LyondellBasell Industries N.V.
-1.53%
-$7,395.37 
XLK State Street Technology Select Sector SPDR ETF
-1.5%
-$8,973.24 
C Citigroup Inc.
-1.47%
-$3,753.62 
TSLA Tesla, Inc.
-1.4%
-$21,114.88 
SAN Banco Santander S.A. Sponsored ADR
-1.34%
-$4,842 
IAU iShares Gold Trust
-1.29%
-$11,167.17 
BLK BlackRock, Inc.
-1.28%
-$11,050.17 
CORO Ishares International Country Rotational Active ETF
-1.28%
-$28,667.67 
VGT Vanguard Information Technology ETF
-1.24%
-$12,631.25 
AMZN Amazon.com Inc
-1.22%
-$36,741.14 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$3,489.01 
IXUS iShares Core International Stock ETF
-1.16%
-$7,626.17 
EFG iShares MSCI EAFE Growth ETF
-1.14%
-$81,536.01 
HSBC HSBC Holdings plc Sponsored ADR
-1.12%
-$3,331.14 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.11%
-$60,417.42 
BLCR iShares Large Cap Core ACT ETF
-1.11%
-$28,371.61 
ITA iShares U.S. Aerospace & Defense ETF
-1.1%
-$5,595.04 
STWD Starwood Property Trust Inc.
-1.06%
-$1,729.37 
QCOM QUALCOMM Incorporated
-0.99%
-$6,642.7 
IGF iShares Global Infrastructure ETF
-0.98%
-$4,979.52 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.98%
-$3,449.88 
CPA Copa Holdings S.A.
-0.95%
-$1,820.4 
CVX Chevron Corporation
-0.94%
-$3,565.74 
XOM Exxon Mobil Corporation
-0.85%
-$10,094.85 
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$6,196.28 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.79%
-$1,977.76 
PNC The PNC Financial Services Group, Inc.
-0.77%
-$1,661.32 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.77%
-$53,696.35 
JHMM John Hancock Multifactor Mid Cap ETF
-0.74%
-$1,880.17 
IEUR iShares Core MSCI Europe ETF
-0.73%
-$3,344.99 
VYM Vanguard High Dividend Yield ETF
-0.73%
-$1,752.87 
NEE NextEra Energy, Inc.
-0.69%
-$1,680.93 
ACWI iShares MSCI ACWI ETF
-0.67%
-$3,510 
IEFA iShares Core MSCI EAFE ETF
-0.67%
-$11,924.78 
LIN Linde plc
-0.62%
-$1,848.28 
COF Capital One Financial Corporation
-0.6%
-$2,835 
TROW T. Rowe Price Group, Inc.
-0.6%
-$2,467.84 
DFIC Dimensional International Core Equity Market ETF
-0.59%
-$4,301.92 
IYW iShares U.S. Technology ETF
-0.56%
-$4,723.16 
VNQ Vanguard Real Estate ETF
-0.55%
-$1,693.65 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.55%
-$40,609.03 
IUSG iShares Core S&P U.S. Growth ETF
-0.55%
-$5,264.7 
IJR iShares Core S&P Small-Cap ETF
-0.54%
-$4,043.79 
TFC Truist Financial Corporation
-0.54%
-$2,431.35 
THRO iShares U.S. Thematic Rotation Active ETF
-0.54%
-$9,989.38 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.53%
-$39,712.9 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.49%
-$1,211.76 
IALT iShares Systematic Alternatives Active ETF
-0.48%
-$12,255.32 
BBUS JPMorgan Betabuilders U.S. Equity Fund
-0.47%
-$7,256.6 
VBK Vanguard Small-Cap Growth ETF
-0.47%
-$1,719.41 
VTV Vanguard Value ETF
-0.46%
-$6,638.35 
IPAC iShares Core MSCI Pacific ETF
-0.45%
-$1,212.51 
GRMN Garmin Ltd.
-0.43%
-$1,559.64 
VO Vanguard Mid-Cap ETF
-0.43%
-$1,235.5 
IVLU iShares MSCI International Value Factor ETF
-0.41%
-$2,105.11 
SUSA iShares MSCI USA ESG Select ETF
-0.41%
-$1,254.12 
USB U.S. Bancorp
-0.37%
-$1,635.13 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
-0.37%
-$3,859.69 
O Realty Income Corporation
-0.37%
-$1,215.06 
RF Regions Financial Corporation
-0.36%
-$926.75 
IWO iShares Russell 2000 Growth ETF
-0.35%
-$2,415.18 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.34%
-$18,668.07 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$36,550.58 
VOO Vanguard S&P 500 ETF
-0.34%
-$24,794.16 
ESGU iShares ESG Aware MSCI USA ETF
-0.34%
-$5,583.76 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$3,763.04 
IVV iShares Core S&P 500 ETF
-0.32%
-$209,297.91 
IWB iShares Russell 1000 ETF
-0.32%
-$6,268.05 
OEF iShares S&P 100 ETF
-0.29%
-$8,750.56 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.29%
-$1,417.9 
IMCB iShares Morningstar Mid-Cap ETF
-0.29%
-$1,487.83 
AVUV Avantis U.S. Small Cap Value ETF
-0.28%
-$13,395.2 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
-0.26%
-$578.33 
ADM Archer-Daniels-Midland Co
-0.25%
-$582.22 
EFV iShares MSCI EAFE Value ETF
-0.24%
-$4,714.6 
IWR iShares Russell Mid-Cap ETF
-0.23%
-$22,249.25 
DSI iShares MSCI KLD 400 Social ETF
-0.21%
-$1,478.64 
IWM iShares Russell 2000 ETF
-0.19%
-$1,091.66 
BX Blackstone Inc.
-0.19%
-$529.18 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
-0.17%
-$834.08 
CFG Citizens Financial Group, Inc.
-0.16%
-$545.33 
VUG Vanguard Growth ETF
-0.16%
-$2,010.64 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.15%
-$1,052.97 
SCMB Schwab Municipal Bond ETF
-0.14%
-$790.05 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.14%
-$948.94 
IUSV iShares Core S&P U.S. Value ETF
-0.13%
-$1,143.9 
BINC iShares Flexible Income Active ETF
-0.13%
-$604.63 
OKE ONEOK, Inc.
-0.12%
-$648.12 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.12%
-$3,595.01 
IVE ISHARES S&P 500 VALUE ETF
-0.1%
-$6,569.72 
VOOV Vanguard S&P 500 Value ETF
-0.1%
-$5,760.49 
JNK SPDR Bloomberg High Yield Bond ETF
-0.09%
-$211.22 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.06%
-$2,830.14 
PHYL PGIM Active High Yield Bond ETF
-0.06%
-$752.24 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.05%
-$3,795.7 
IAGG iShares International Aggregate Bond Fund
-0.05%
-$174.85 
MBB iShares MBS ETF
-0.05%
-$1,777.41 
IEF iShares 7-10 Year Treasury Bond ETF
-0.04%
-$327.2 
IWN iShares Russell 2000 Value ETF
-0.04%
-$126.36 
FLTB Fidelity Limited Term Bond ETF
-0.04%
-$325.2 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$134.48 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.04%
-$270.9 
IUSB iShares Core Universal USD Bond ETF
-0.04%
-$6,618.4 
SYSB iShares Systematic Bond ETF
-0.04%
-$89.73 
DVY iShares Select Dividend ETF
-0.03%
-$84.58 
AGG iShares Core U.S. Aggregate Bond ETF
-0.02%
-$579.9 
BND Vanguard Total Bond Market Index Fund
-0.02%
-$121.26 
GNMA iShares GNMA Bond ETF
-0.01%
-$51.15 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.01%
-$97.1 
FBND Fidelity Total Bond ETF
-0.01%
-$138.03 
VTEB Vanguard Tax-Exempt Bond ETF
-0.01%
-$140.3 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2602 | Longs Won 1847/2602 70% | Profit Factor 16.09 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $460,418.98 |
| Average Win $73,049.07 | Best Trade (Aug 14) $18.61M | Sharpe Ratio -10.46 |
| Average Loss -$11,105.88 | Worst Trade (Jun 29) -$185,588.67 | Z-Score 9.88 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w 2d | Expectancy $48,630.55 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 34,483 | 31,034 | 27,586 | 24,138 | 20,690 | 17,241 | 13,793 | 10,345 | 6,897 | 3,448 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0460 04609E107 | 2,610 | $1.51M | $1.51M | - | - | - | 0.0 |
| 4643 46436E225 | 8,486 | $275,345.14 | $270,122.69 | - | -$5,222.45 | -1.9% | 0.0 |
| 7551 75513E105 | 1,899 | $365,978.09 | $366,317.31 | - | $339.22 | 0.09% | 0.0 |
| AAPL Apple Inc. | 27,405 | $4.03M | $9.15M | - | $5.13M | 127.34% | +0.539% |
| ABBV AbbVie Inc. | 2,119 | $369,239.88 | $554,245.64 | - | $185,005.76 | 50.1% | +1.727% |
| ACN Accenture plc Class A | 1,795 | $223,370 | $350,401.95 | - | $127,031.95 | 56.87% | +6.15% |
| ACWI iShares MSCI ACWI ETF | 3,250 | $308,972.73 | $517,302.5 | - | $208,329.77 | 67.43% | -0.674% |
| ADI Analog Devices, Inc. | 590 | $234,330 | $213,361.7 | - | -$20,968.3 | -8.95% | -4.528% |
| ADM Archer-Daniels-Midland Co | 2,708 | $206,891 | $234,255.54 | - | $27,364.54 | 13.23% | -0.248% |
| ADP Automatic Data Processing Inc. | 3,087 | $749,174.64 | $853,925.94 | - | $104,751.3 | 13.98% | +3.116% |
| AGG iShares Core U.S. Aggregate Bond ETF | 28,995 | $2.83M | $2.78M | - | -$50,115.44 | -1.77% | -0.021% |
| AJG Arthur J. Gallagher & Co. | 1,190 | $227,354.98 | $301,546 | - | $74,191.02 | 32.63% | +5.443% |
| AMAT Applied Materials, Inc. | 2,148 | $301,423.45 | $914,532.48 | - | $613,109.03 | 203.4% | -6.732% |
| AMD Advanced Micro Devices, Inc. | 2,730 | $447,599 | $1.35M | - | $906,467.35 | 202.52% | -3.901% |
| AMGN Amgen Inc. | 913 | $272,444.63 | $348,583.4 | - | $76,138.77 | 27.95% | +1.179% |
| AMZN Amazon.com Inc | 11,701 | $1.43M | $2.97M | - | $1.54M | 107.44% | -1.223% |
| ANET Arista Networks, Inc. | 1,978 | $291,738.15 | $372,872.78 | - | $81,134.63 | 27.81% | -5.551% |
| APH Amphenol Corporation | 5,092 | $224,455.36 | $403,235.48 | - | $178,780.12 | 79.65% | -5.636% |
| ASML ASML Holding N.V. New York Registry Shares | 336 | $395,002.57 | $531,000.96 | - | $135,998.39 | 34.43% | -6.945% |
| AVEM Avantis Emerging Markets Equity ETF | 9,727 | $509,535.77 | $908,355.89 | - | $398,820.12 | 78.27% | -2.061% |
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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 - $7.38M, iShares MSCI USA Quality Factor ETF - $2.46M, iShares Core Universal USD Bond ETF - $2.11M, iShares MSCI EAFE Value ETF - $1.99M, and iShares U.S. Technology ETF - $1.88M. 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 - $226,715.79, Invesco QQQ Trust, Series 1 - $180,020.9, Pfizer Inc - $151,515.57, CVS Health Corporation - $118,320.38, and Innovative Industrial Properties Inc - $117,706.52. 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 $18.18M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $2.12M, iShares Core Universal USD Bond ETF - $2.04M, iShares Core 1-5 Year USD Bond ETF - $791,002.21, iShares MSCI EAFE Value ETF - $528,365.8, and Schwab U.S. TIPS ETF - $479,957.61. 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.
