Fox Financial, Inc has filed its 13F form on July 22, 2024 for Q2 2024 where it was disclosed a total value porftolio of $108 Billion distributed in 14 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 1500 Compos with a value of $21.1B, Invesco Qqq Trust, Series 1 with a value of $19.7B, Wisdomtree Tr U.S Largecap Div with a value of $18.5B, Technology Sector Spdr with a value of $17.5B, and Ishares Russell Mid Cap ETF with a value of $10.8B.

Examining the 13F form we can see an decrease of $1.95B in the current position value, from $110B to 108B.

Fox Financial, Inc is based out at Wyomissing, PA

Below you can find more details about Fox Financial, Inc portfolio as well as his latest detailed transactions.

Portfolio value $108 Billion
ETFs: $108 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 14
  • Current Value $108 Billion
  • Prior Value $110 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 22, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 1 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
Track This Portfolio

Track Fox Financial, Inc Portfolio

Follow Fox Financial, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fox Financial, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Fox Financial, Inc with notifications on news.