Hoxton Planning & Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 8, 2024
Value $
$258M
Signature - Title
Timothy Monaco - Compliance Consultant
Location
Shepherdstown, WV
Summary
This page shows a list of all the recent 13F filings made by Hoxton Planning & Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Hoxton Planning & Management, LLC reported 201 stock holdings with total value $258M as of Q3 2024. Top holdings included IVV, IUSB, IWR, NVDA, and ISTB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 201 $258M +$38.9M -$5.82M +$33.1M IVV, IUSB, IWR, NVDA, ISTB 13F-HR 10/8/2024, 04:59 PM
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 -$20.2M -$1.74M IVV, IUSB, ISTB, IWR, VOO 13F-HR 10/26/2023, 05:35 PM
Q2 2023 144 $162M +$7.58M -$36.5M -$28.9M IVV, IUSB, QUAL, AGG, EFG 13F-HR 7/20/2023, 10:41 AM
Q1 2023 156 $182M +$22.9M -$39.6M -$16.8M IVV, IUSB, QUAL, EFG, AGG 13F-HR 5/15/2023, 05:26 PM
Q4 2022 157 $188M $0 $0 IVV, ESGU, IUSB, AGG, VOO 13F-HR 1/25/2023, 07:19 AM