Fox Hill Wealth Management Portfolio Holdings

Fox Hill Wealth Management

  • $163 Billion
  • Q2 2024

Fox Hill Wealth Management has filed its 13F form on August 06, 2024 for Q2 2024 where it was disclosed a total value porftolio of $163 Billion distributed in 132 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $18.6B, Nvidia Corp with a value of $10.1B, Eli Lilly & CO with a value of $9.64B, Apple Inc. with a value of $8.44B, and Costco Wholesale Corp with a value of $5.56B.

Examining the 13F form we can see an increase of $14.9B in the current position value, from $149B to 163B.

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 $163 Billion
Technology: $58.4 Billion
Healthcare: $21.6 Billion
ETFs: $15.5 Billion
Utilities: $14.3 Billion
Consumer Cyclical: $14 Billion
Communication Services: $11 Billion
Industrials: $8.92 Billion
Consumer Defensive: $7.33 Billion
Other: $4.25 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.13T
$18.6 Billion 11.39% of portfolio
41,637
Q2 2024 Added 1.46%
$363B
$10.1 Billion 6.21% of portfolio
82,097
Q2 2024 Added 1,080.4%
$738B
$9.64 Billion 5.9% of portfolio
10,646
Q2 2024 Added 1.01%
$3.58T
$8.44 Billion 5.16% of portfolio
40,063
Q2 2024 Added 2.3%
$398B
$5.56 Billion 3.4% of portfolio
6,543
Q2 2024 Added 0.34%
$235B
$4.64 Billion 2.84% of portfolio
8,354
Q2 2024 Reduced 8.44%
$2.11T
$4.3 Billion 2.63% of portfolio
22,238
Q2 2024 Added 2.28%
$238B
$4.06 Billion 2.48% of portfolio
28,438
Q2 2024 Added 0.42%
$84.8B
$3.89 Billion 2.38% of portfolio
18,088
Q2 2024 Added 6.54%
$347B
$3.71 Billion 2.27% of portfolio
5,493
Q2 2024 Added 32.59%
$1.28T
$3.55 Billion 2.17% of portfolio
7,032
Q2 2024 Reduced 8.26%
$68.7B
$3.2 Billion 1.96% of portfolio
8,351
Q2 2024 Reduced 0.71%
$130B
$2.97 Billion 1.82% of portfolio
8,481
Q2 2024 Reduced 1.28%
$1.09T
$2.63 Billion 1.61% of portfolio
14,349
Q2 2024 Reduced 0.84%
$115B
$2.43 Billion 1.48% of portfolio
7,156
Q2 2024 Reduced 5.14%
$220B
$2.38 Billion 1.46% of portfolio
7,158
Q2 2024 Added 210.14%
$134B
$2.37 Billion 1.45% of portfolio
21,512
Q2 2024 Added 2.8%
Cava Group Inc
-
$2.29 Billion 1.4% of portfolio
-
Q2 2024 Reduced 2.5%
$64.1B
$2.19 Billion 1.34% of portfolio
10,207
Q2 2024 Reduced 3.51%
$13.4B
$2.18 Billion 1.33% of portfolio
15,734
Q1 2024 Added 138.43%
$17.2B
$2.15 Billion 1.32% of portfolio
56,332
Q2 2024 Added 12.21%
$42.9B
$2.11 Billion 1.29% of portfolio
31,291
Q2 2024 Added 104.64%
$0
$2 Billion 1.23% of portfolio
18,776
Q2 2024 Reduced 1.06%
$52.5B
$1.96 Billion 1.2% of portfolio
22,764
Q2 2024 Reduced 14.35%
$87.5B
$1.92 Billion 1.17% of portfolio
19,117
Q2 2024 Added 3.89%
$79B
$1.88 Billion 1.15% of portfolio
3,223
Q2 2024 Reduced 5.54%
$145B
$1.75 Billion 1.07% of portfolio
3,752
Q2 2024 Added 112.1%
$489B
$1.75 Billion 1.07% of portfolio
12,414
Q2 2024 Added 0.68%
$1.6B
$1.64 Billion 1.01% of portfolio
26,240
Q2 2024 Added 5,015.01%
$14.9B
$1.56 Billion 0.96% of portfolio
58,846
Q2 2024 Added 16.36%
$205B
$1.49 Billion 0.91% of portfolio
14,387
Q2 2024 Reduced 1.49%
$72.7B
$1.49 Billion 0.91% of portfolio
930
Q2 2024 Reduced 17.84%
$14.3B
$1.44 Billion 0.88% of portfolio
49,986
Q2 2024 Added 2.17%
$41.8B
$1.41 Billion 0.86% of portfolio
19,123
Q2 2024 Added 4.51%
$0
$1.35 Billion 0.83% of portfolio
19,868
Q2 2024 New
$0
$1.34 Billion 0.82% of portfolio
11,063
Q2 2024 Reduced 0.43%
$27.7B
$1.33 Billion 0.81% of portfolio
17,424
Q2 2024 Added 5.13%
$80.9B
$1.31 Billion 0.8% of portfolio
3,214
Q2 2024 Reduced 5.36%
$146B
$1.29 Billion 0.79% of portfolio
18,275
Q2 2024 Added 2.36%
$22.7B
$1.29 Billion 0.79% of portfolio
18,207
Q2 2024 Added 6.1%
$4.69B
$1.26 Billion 0.77% of portfolio
29,068
Q2 2024 Added 7.7%
$30.3B
$1.25 Billion 0.76% of portfolio
15,873
Q2 2024 Added 4.68%
$29.7B
$1.2 Billion 0.73% of portfolio
11,171
Q2 2024 Added 11.54%
$0
$1.1 Billion 0.67% of portfolio
4,207
Q2 2024 Reduced 2.46%
$1.01T
$1.08 Billion 0.66% of portfolio
5,933
Q2 2024 Reduced 4.92%
$63.8B
$1.01 Billion 0.62% of portfolio
16,709
Q2 2024 Reduced 3.64%
$226B
$995 Million 0.61% of portfolio
14,695
Q2 2024 Added 3.17%
$80.5B
$851 Million 0.52% of portfolio
1,953
Q2 2024 Added 4.77%
$0
$801 Million 0.49% of portfolio
16,723
Q2 2024 Reduced 2.99%

Summary

  • Portfolio
  • No. of Stocks 132
  • Current Value $163 Billion
  • Prior Value $149 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 06, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 4 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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