Fox Hill Wealth Management Portfolio Holdings

Fox Hill Wealth Management

  • $169 Billion
  • Q1 2025

Fox Hill Wealth Management has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $169 Billion distributed in 127 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $15.8B, Apple Inc. with a value of $10.9B, Eli Lilly & CO with a value of $7.7B, Spdr Gold Trust with a value of $6.1B, and Nvidia Corp with a value of $6B.

Examining the 13F form we can see an decrease of $7.43B in the current position value, from $177B to 169B.

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 $169 Billion
Technology: $47.9 Billion
Utilities: $19.1 Billion
ETFs: $18.3 Billion
Healthcare: $15.6 Billion
Industrials: $14.9 Billion
Communication Services: $13.5 Billion
Consumer Cyclical: $10.8 Billion
Consumer Defensive: $10 Billion
Other: $8.25 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.58T
$15.8 Billion 9.31% of portfolio
42,018
Q1 2025 Added 1.95%
$3.16T
$10.9 Billion 6.46% of portfolio
49,241
Q1 2025 Reduced 1.81%
$746B
$7.7 Billion 4.55% of portfolio
9,329
Q1 2025 Reduced 0.55%
$107B
$6.1 Billion 3.6% of portfolio
21,171
Q1 2025 Added 18.63%
$363B
$6 Billion 3.54% of portfolio
55,356
Q1 2025 Reduced 21.27%
$544B
$5.32 Billion 3.14% of portfolio
5,704
Q1 2025 Reduced 0.85%
$2.17T
$4.78 Billion 2.82% of portfolio
25,128
Q1 2025 Added 4.89%
$1.57T
$4.39 Billion 2.59% of portfolio
7,624
Q1 2025 Added 4.6%
$648B
$3.82 Billion 2.26% of portfolio
7,178
Q1 2025 Added 7.84%
$14.6B
$3.53 Billion 2.09% of portfolio
30,959
Q1 2025 New
$431B
$3.39 Billion 2.0% of portfolio
3,588
Q1 2025 Reduced 46.94%
$88.2B
$3.3 Billion 1.95% of portfolio
27,045
Q1 2025 Added 3.52%
$275B
$3.3 Billion 1.95% of portfolio
39,145
Q1 2025 Reduced 28.72%
$142B
$3.01 Billion 1.78% of portfolio
24,694
Q1 2025 Added 5.77%
$76.1B
$2.9 Billion 1.72% of portfolio
5,673
Q1 2025 Added 9.48%
$1.06T
$2.64 Billion 1.56% of portfolio
16,919
Q1 2025 Added 11.23%
$180B
$2.55 Billion 1.51% of portfolio
5,154
Q1 2025 Added 2.04%
$52.9B
$2.53 Billion 1.49% of portfolio
12,205
Q1 2025 Added 160.85%
$55.6B
$2.44 Billion 1.44% of portfolio
37,127
Q1 2025 Added 5.33%
$123B
$2.38 Billion 1.4% of portfolio
5,323
Q1 2025 Added 26.86%
$58.6B
$2.33 Billion 1.38% of portfolio
9,855
Q1 2025 Reduced 1.58%
Cava Group Inc
-
$2.28 Billion 1.34% of portfolio
-
Q1 2025 Added 10.09%
$569B
$2.15 Billion 1.27% of portfolio
15,394
Q1 2025 Added 3.45%
$0
$2.14 Billion 1.26% of portfolio
27,086
Q1 2025 Added 0.16%
$59.8B
$2.06 Billion 1.22% of portfolio
12,061
Q1 2025 Added 2.21%
$75.4B
$1.94 Billion 1.15% of portfolio
16,558
Q1 2025 Reduced 22.7%
$15.9B
$1.91 Billion 1.13% of portfolio
47,655
Q1 2025 Reduced 3.05%
$133B
$1.87 Billion 1.1% of portfolio
6,862
Q1 2025 Added 70.36%
$17.4B
$1.84 Billion 1.09% of portfolio
59,446
Q1 2025 Added 1.87%
$16.5B
$1.81 Billion 1.07% of portfolio
21,219
Q1 2025 Reduced 2.84%
$24.4B
$1.8 Billion 1.06% of portfolio
17,952
Q1 2025 Reduced 1.97%
$374B
$1.78 Billion 1.05% of portfolio
10,432
Q1 2025 Added 1.22%
$32.8B
$1.74 Billion 1.02% of portfolio
15,928
Q1 2025 Reduced 0.98%
$41B
$1.6 Billion 0.94% of portfolio
19,446
Q1 2025 Added 1.88%
$79.5B
$1.55 Billion 0.92% of portfolio
16,140
Q1 2025 Reduced 0.58%
$3.99B
$1.55 Billion 0.92% of portfolio
34,752
Q1 2025 Added 14.53%
$0
$1.46 Billion 0.86% of portfolio
10,886
Q1 2025 Reduced 2.01%
$105B
$1.45 Billion 0.86% of portfolio
2,156
Q1 2025 Reduced 31.53%
$141B
$1.42 Billion 0.84% of portfolio
20,071
Q1 2025 Added 5.85%
$28B
$1.35 Billion 0.8% of portfolio
78,438
Q1 2025 New
$1.67B
$1.34 Billion 0.79% of portfolio
94,334
Q1 2025 Added 5.98%
$258B
$1.32 Billion 0.78% of portfolio
15,082
Q1 2025 Added 5.06%
$12.4B
$1.31 Billion 0.77% of portfolio
8,536
Q1 2025 Reduced 44.34%
$214B
$1.29 Billion 0.76% of portfolio
9,719
Q1 2025 Added 71.59%
$102B
$1.23 Billion 0.73% of portfolio
7,374
Q1 2025 Reduced 2.82%
$0
$1.12 Billion 0.66% of portfolio
17,344
Q1 2025 Reduced 2.2%
$254B
$1.08 Billion 0.64% of portfolio
4,355
Q1 2025 Reduced 1.05%
$84.1B
$1.09 Billion 0.64% of portfolio
2,542
Q1 2025 Reduced 3.79%
$0
$1.07 Billion 0.63% of portfolio
9,592
Q1 2025 Reduced 0.93%

Summary

  • Portfolio
  • No. of Stocks 127
  • Current Value $169 Billion
  • Prior Value $177 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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