Hoxton Planning & Management, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 19, 2024
Value $
$215M
Signature - Title
Timothy Monaco - Compliance Consultant
Location
8530 Shepherdstown Pike, Shepherdstown, WV
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 158 $215M +$16.5M -$10.1M +$6.35M IVV, IUSB, NVDA, ISTB, IWR 13F-HR 7/18/2024, 06:44 PM
Q1 2024 164 $209M +$25.4M -$18.1M +$7.29M IVV, IUSB, IWR, ISTB, NVDA 13F-HR 4/12/2024, 01:04 PM
Q4 2023 148 $189M +$35.1M -$15.6M +$19.5M IVV, IUSB, IWR, ISTB, AAPL 13F-HR 1/30/2024, 04:18 PM
Q3 2023 138 $154M +$18.5M -$13.8M +$4.71M IVV, IUSB, ISTB, IWR, VOO 13F-HR 10/26/2023, 05:35 PM
Q2 2023 144 $162M +$7.58M -$26.4M -$18.8M IVV, IUSB, QUAL, AGG, EFG 13F-HR 7/20/2023, 10:41 AM
Q1 2023 156 $182M +$22.9M -$27.6M -$4.66M IVV, IUSB, QUAL, EFG, AGG 13F-HR 5/15/2023, 05:26 PM
Q4 2022 157 $188M IVV, ESGU, IUSB, AGG, VOO 13F-HR 1/25/2023, 06:19 AM