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 Market Cap. of $200 Billions or more

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%
$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%
$1.09T
$2.63 Billion 1.61% of portfolio
14,349
Q2 2024 Reduced 0.84%
$220B
$2.38 Billion 1.46% of portfolio
7,158
Q2 2024 Added 210.14%
$579B
$2.39 Billion 1.46% of portfolio
5,880
Q2 2024 Added 7.55%
$489B
$1.75 Billion 1.07% of portfolio
12,414
Q2 2024 Added 0.68%
$205B
$1.49 Billion 0.91% of portfolio
14,387
Q2 2024 Reduced 1.49%
$1.01T
$1.08 Billion 0.66% of portfolio
5,933
Q2 2024 Reduced 4.92%
$413B
$803 Million 0.49% of portfolio
5,492
Q2 2024 Reduced 1.72%
$216B
$751 Million 0.46% of portfolio
2,947
Q2 2024 Added 4.47%
$309B
$654 Million 0.4% of portfolio
4,180
Q2 2024 Added 0.75%
$382B
$576 Million 0.35% of portfolio
3,495
Q2 2024 Added 2.61%
$201B
$438 Million 0.27% of portfolio
557
Q2 2024 Reduced 15.86%
$398B
$430 Million 0.26% of portfolio
1,249
Q2 2024 Added 9.27%
$240B
$413 Million 0.25% of portfolio
2,017
Q2 2024 Reduced 72.98%
$558B
$265 Million 0.16% of portfolio
520
Q2 2024 Reduced 39.95%
$504B
$241 Million 0.15% of portfolio
2,090
Q2 2024 Added 4.24%

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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