Fox Hill Wealth Management Reduced Holdings in Q3 2025

Fox Hill Wealth Management

  • $214 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
-2.94K
- 28.12%
$150.47 - $161.22 $442K - $474K
7.52K $1.15B
SMR
Nuscale Power Corp

Industrials
-970
- 0.8%
$32.65 - $51.67 $31.7K - $50.1K
121K $4.35B
FTNT
Fortinet, Inc.

Technology
-232
- 1.43%
$74.39 - $107.65 $17.3K - $25K
15.9K $1.34B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-3.42K
- 33.44%
$38.58 - $58.24 $132K - $199K
6.81K $267M
Proshares Tr
-5.29K
- 29.11%
N/A
12.9K $399M
ADBE
Adobe Inc.

Technology
-222
- 19.07%
$333.65 - $392.1 $74.1K - $87K
942 $332M
DVA
Davita Inc.

Healthcare
-124
- 1.49%
$127.69 - $151.32 $15.8K - $18.8K
8.17K $1.09B
Proshares Tr
-1.78K
- 19.64%
N/A
7.28K $269M
KO
Coca Cola CO

Consumer Defensive
-417
- 3.55%
$65.67 - $71.67 $27.4K - $29.9K
11.3K $751M
LMT
Lockheed Martin Corp

Industrials
-521
- 9.7%
$410.74 - $499.21 $214K - $260K
4.85K $2.42B
ISRG
Intuitive Surgical Inc

Healthcare
-25
- 4.86%
$433.66 - $544.47 $10.8K - $13.6K
489 $219M
PANW
Palo Alto Networks Inc

Technology
-226
- 1.84%
$167.06 - $208.19 $37.8K - $47.1K
12.1K $2.46B
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-513
- 6.34%
$59.29 - $62.87 $30.4K - $32.3K
7.58K $455M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-34
- 4.98%
$366.54 - $479.53 $12.5K - $16.3K
649 $254M
DOG
Proshares Short Dow30 ETF New

ETFs
-995
- 5.55%
$24.34 - $25.93 $24.2K - $25.8K
16.9K $412M
RACE
Ferrari N.V.

Consumer Cyclical
-42
- 1.59%
$436.24 - $517.65 $18.3K - $21.7K
2.6K $1.26B
AMZN
Amazon Com Inc

Consumer Cyclical
-178
- 0.68%
$211.65 - $238.24 $37.7K - $42.4K
26K $5.71B
Dexcom Inc
-32K
- 6.85%
N/A
435K $433M
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
-1.19K
- 4.77%
N/A
23.6K $553M
DHR
Danaher Corp

Healthcare
-108
- 6.46%
$181.46 - $212.2 $19.6K - $22.9K
1.56K $310M
CVX
Chevron Corp

Energy
-404
- 10.66%
$145.57 - $161.83 $58.8K - $65.4K
3.39K $526M
VST
Vistra Corp.

Utilities
-227
- 1.46%
$182.0 - $217.92 $41.3K - $49.5K
15.3K $3.01B
Chegg Inc
-17K
- 14.17%
N/A
103K $83M
PHO
Invesco Exchange Traded Fd Tr

ETFs
-630
- 3.66%
$69.62 - $73.99 $43.9K - $46.6K
16.6K $1.19B
Wayfair Inc
-7K
- 2.8%
N/A
243K $241M
Shopify Inc
-9K
- 6.21%
N/A
136K $142M
Penn Entertainment Inc
-4K
- 5.26%
N/A
72K $73.8M
Euronet Worldwide Inc
-3K
- 5.36%
N/A
53K $47M
Dish Network Corporation
-6K
- 7.06%
N/A
79K $76.9M
XLE
Energy Sector Spdr

ETFs
-35
- 1.08%
$84.25 - $91.99 $2.95K - $3.22K
3.2K $286M
ERJ
Embraer S.A.

Industrials
-199
- 2.71%
$47.39 - $61.02 $9.43K - $12.1K
7.14K $431M
IGF
Ishares Global Infrastructure

ETFs
-239
- 1.6%
$58.29 - $61.43 $13.9K - $14.7K
14.7K $899M
SU
Suncor Energy Inc

Energy
-268
- 4.45%
$37.83 - $43.02 $10.1K - $11.5K
5.75K $241M
AIT
Applied Industrial Technologies Inc

Industrials
-68
- 4.97%
$242.14 - $275.72 $16.5K - $18.7K
1.3K $339M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1
- 0.21%
$617.65 - $666.84 $618 - $667
477 $318M
ITA
Ishares Tr

ETFs
-47
- 2.69%
$184.73 - $209.26 $8.68K - $9.84K
1.7K $356M
DVY
Ishares Tr

ETFs
-531
- 4.81%
$133.88 - $142.57 $71.1K - $75.7K
10.5K $1.49B
AVIV
American Centy ETF Tr Avantis
-117
- 1.66%
$61.83 - $67.44 $7.23K - $7.89K
6.95K $469M
MCK
Mckesson Corp

Healthcare
-19
- 1.68%
$659.01 - $772.54 $12.5K - $14.7K
1.11K $859M
OXY
Occidental Petroleum Corp

Energy
-298
- 3.4%
$42.54 - $48.1 $12.7K - $14.3K
8.46K $400M
HD
Home Depot, Inc.

Consumer Cyclical
-29
- 2.43%
$357.4 - $423.42 $10.4K - $12.3K
1.16K $471M
XLU
Utilities Sector Spdr

ETFs
-1.26K
- 4.59%
$81.14 - $87.32 $102K - $110K
26.2K $2.28B
WMT
Walmart Inc.

Consumer Defensive
-275
- 1.83%
$94.4 - $104.27 $26K - $28.7K
14.8K $1.52B
MCD
Mcdonalds Corp

Consumer Cyclical
-29
- 0.54%
$291.67 - $316.99 $8.46K - $9.19K
5.32K $1.62B
WTAI
Wisdomtree Tr Artificial Intel

ETFs
-338
- 2.13%
$24.13 - $29.07 $8.16K - $9.83K
15.6K $444M
URI
United Rentals, Inc.

Industrials
-20
- 5.33%
$774.14 - $975.23 $15.5K - $19.5K
355 $339M
RTX
Raytheon Technologies Corp

Industrials
-187
- 1.9%
$144.19 - $167.33 $27K - $31.3K
9.64K $1.61B
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-490
- 4.63%
$67.16 - $93.48 $32.9K - $45.8K
10.1K $940M
AVGO
Broadcom Inc.

Technology
-128
- 2.12%
$264.74 - $369.57 $33.9K - $47.3K
5.9K $1.95B
Activity Summary
Buys All Purchases 53 New Holdings 15 Increased Positions 38 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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