Fox Hill Wealth Management Portfolio Holdings

Fox Hill Wealth Management

  • $149 Billion
  • Q1 2024

Fox Hill Wealth Management has filed its 13F form on April 17, 2024 for Q1 2024 where it was disclosed a total value porftolio of $149 Billion distributed in 143 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $17.3B, Eli Lilly & CO with a value of $8.2B, Apple Inc. with a value of $6.72B, Nvidia Corp with a value of $6.28B, and Costco Wholesale Corp with a value of $4.78B.

Examining the 13F form we can see an increase of $18.2B in the current position value, from $130B to 149B. Also it can be appreciated an additional of 19 stocks purchases and 14 closed positions.

Fox Hill Wealth Management is based out at Dedham, MA

Below you can find more details about Fox Hill Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $149 Billion
Technology: $49.8 Billion
Healthcare: $21 Billion
Consumer Cyclical: $15.5 Billion
ETFs: $13.8 Billion
Utilities: $13.2 Billion
Communication Services: $9.38 Billion
Industrials: $7.35 Billion
Consumer Defensive: $6.4 Billion
Other: $4.17 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.3T
$17.3 Billion 11.62% of portfolio
41,039
Q1 2024 Added 7.86%
$823B
$8.2 Billion 5.52% of portfolio
10,540
Q1 2024 Added 4.9%
$3.6T
$6.72 Billion 4.52% of portfolio
39,161
Q1 2024 Reduced 15.96%
$308B
$6.28 Billion 4.23% of portfolio
6,955
Q1 2024 Added 9.65%
$375B
$4.78 Billion 3.22% of portfolio
6,521
Q1 2024 Added 2.42%
$258B
$4.6 Billion 3.1% of portfolio
9,124
Q1 2024 Added 3.06%
$1.86T
$3.92 Billion 2.64% of portfolio
21,743
Q1 2024 Added 3.54%
$1.1T
$3.72 Billion 2.51% of portfolio
7,665
Q1 2024 Added 11.23%
$301B
$3.64 Billion 2.45% of portfolio
28,320
Q1 2024 Added 121.34%
$76.5B
$3.49 Billion 2.35% of portfolio
16,977
Q1 2024 Added 1.15%
$52.8B
$2.7 Billion 1.82% of portfolio
10,578
Q1 2024 Reduced 11.7%
$56.7B
$2.7 Billion 1.82% of portfolio
8,411
Q1 2024 Reduced 9.48%
$288B
$2.52 Billion 1.69% of portfolio
4,143
Q1 2024 Reduced 1.57%
$105B
$2.49 Billion 1.68% of portfolio
8,591
Q1 2024 Added 0.57%
$567B
$2.3 Billion 1.55% of portfolio
5,467
Q1 2024 Added 7.15%
$16.5B
$2.28 Billion 1.53% of portfolio
50,202
Q1 2024 Added 0.4%
$12.8B
$2.17 Billion 1.46% of portfolio
15,734
Q1 2024 Added 138.43%
$99.8B
$2.14 Billion 1.44% of portfolio
7,544
Q1 2024 Added 38.98%
$131B
$2.12 Billion 1.43% of portfolio
20,927
Q1 2024 Added 6.45%
$0
$2.04 Billion 1.37% of portfolio
18,978
Q1 2024 Reduced 18.15%
$274B
$1.88 Billion 1.26% of portfolio
7,465
Q1 2024 New
$33B
$1.85 Billion 1.25% of portfolio
26,579
Q1 2024 Reduced 24.8%
$83.8B
$1.83 Billion 1.23% of portfolio
3,412
Q1 2024 Reduced 2.23%
$82.8B
$1.78 Billion 1.2% of portfolio
18,402
Q1 2024 Added 176.22%
$39.4B
$1.76 Billion 1.19% of portfolio
15,291
Q1 2024 New
Cava Group Inc
-
$1.77 Billion 1.19% of portfolio
-
Q1 2024 New
$182B
$1.66 Billion 1.12% of portfolio
14,604
Q1 2024 Reduced 0.21%
$378B
$1.55 Billion 1.04% of portfolio
12,330
Q1 2024 Added 1.28%
$65.2B
$1.5 Billion 1.01% of portfolio
1,132
Q1 2024 Reduced 2.33%
$1.48B
$1.49 Billion 1.0% of portfolio
513
Q1 2024 Added 12.25%
$78.1B
$1.48 Billion 1.0% of portfolio
3,396
Q1 2024 Added 15.75%
$0
$1.37 Billion 0.92% of portfolio
11,111
Q1 2024 New
$12.5B
$1.35 Billion 0.91% of portfolio
48,922
Q1 2024 Added 2.7%
$19.6B
$1.27 Billion 0.85% of portfolio
17,160
Q1 2024 Added 10.85%
$25.9B
$1.25 Billion 0.84% of portfolio
15,164
Q1 2024 Added 18.74%
$37.8B
$1.22 Billion 0.82% of portfolio
18,297
Q1 2024 Added 3.99%
$24.5B
$1.19 Billion 0.8% of portfolio
16,573
Q1 2024 Added 5.08%
$46.1B
$1.18 Billion 0.8% of portfolio
17,341
Q1 2024 Reduced 25.92%
$143B
$1.14 Billion 0.77% of portfolio
17,854
Q1 2024 Added 5.1%
$14B
$1.15 Billion 0.77% of portfolio
50,574
Q1 2024 Added 0.42%
$4.68B
$1.13 Billion 0.76% of portfolio
26,991
Q1 2024 Added 5.59%
$22.6B
$1.06 Billion 0.71% of portfolio
10,015
Q1 2024 Added 21.57%
$0
$970 Million 0.65% of portfolio
4,313
Q1 2024 Added 1.55%
$1.09T
$942 Million 0.63% of portfolio
6,240
Q1 2024 Added 7.25%
$403B
$884 Million 0.6% of portfolio
5,588
Q1 2024 Reduced 1.83%
$67.4B
$892 Million 0.6% of portfolio
1,864
Q1 2024 Reduced 4.56%
$191B
$857 Million 0.58% of portfolio
14,243
Q1 2024 Added 204.08%
$184B
$846 Million 0.57% of portfolio
2,308
Q1 2024 Added 16.68%
$0
$821 Million 0.55% of portfolio
17,238
Q1 2024 Reduced 0.07%

Summary

  • Portfolio
  • No. of Stocks 143
  • Current Value $149 Billion
  • Prior Value $130 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 17, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 19 stocks
  • Additional Purchases 80 stocks
  • Sold out of 14 stocks
  • Reduced holdings in 35 stocks
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