Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Hoxton Planning & Management, Llc > Profile

Instuitional Investor - Hoxton Planning & Management, Llc

Fund Profile
Filing Period:
Fund Name: Hoxton Planning & Management, Llc
Portfolio Value $262,154,915
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 78,464 $44,088,977 16.82%
2.
Ishares Tr
 335,931 $15,479,704 5.9%
3.
Ishares Trust
 IEF 90,114 $7,665,978 2.92%
4.
Ishares Tr
 149,675 $7,236,798 2.76%
5.
Nvidia Corp
 NVDA 64,412 $6,980,986 2.66%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)