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
$189B
$1.04 Billion 0.62% of portfolio
3,160
Q1 2025 Added 152.19%
$221B
$980 Million 0.58% of portfolio
3,137
Q1 2025 Added 6.19%
$993B
$904 Million 0.53% of portfolio
5,844
Q1 2025 Added 2.28%
$0
$855 Million 0.5% of portfolio
4,043
Q1 2025 Added 2.59%
$0
$808 Million 0.48% of portfolio
14,788
Q1 2025 Reduced 1.81%
$3.93B
$752 Million 0.44% of portfolio
4,723
Q1 2025 New
$281B
$689 Million 0.41% of portfolio
4,117
Q1 2025 Added 0.73%
$102B
$701 Million 0.41% of portfolio
3,479
Q1 2025 Reduced 69.07%
-
$605 Million 0.36% of portfolio
-
Q1 2025 Reduced 1.75%
Proshares Tr
-
$607 Million 0.36% of portfolio
-
Q1 2025 Added 6.28%
$0
$589 Million 0.35% of portfolio
10,511
Q1 2025 Added 0.07%
Palo Alto Networks Inc
-
$566 Million 0.33% of portfolio
-
Q1 2024 Added 3.14%
$193B
$546 Million 0.32% of portfolio
1,423
Q1 2025 Reduced 50.78%
$1.4B
$529 Million 0.31% of portfolio
10,527
Q1 2025 Reduced 51.18%
$8.88B
$521 Million 0.31% of portfolio
11,272
Q1 2025 Added 104.43%
$0
$504 Million 0.3% of portfolio
8,380
Q1 2025 Added 0.26%
$235B
$473 Million 0.28% of portfolio
3,566
Q1 2025 Reduced 16.27%
Dexcom Inc
-
$453 Million 0.27% of portfolio
-
Q4 2024 Reduced 5.85%
$40.9B
$449 Million 0.27% of portfolio
9,095
Q4 2024 Reduced 7.35%
$204B
$435 Million 0.26% of portfolio
546
Q1 2025 Reduced 19.11%
$179B
$443 Million 0.26% of portfolio
6,385
Q1 2025 Reduced 45.47%
$447B
$443 Million 0.26% of portfolio
3,723
Q1 2025 Added 4.43%
$377B
$437 Million 0.26% of portfolio
1,192
Q1 2025 Added 0.68%
Proshares Tr
-
$404 Million 0.24% of portfolio
-
Q1 2025 Added 0.15%
$0
$405 Million 0.24% of portfolio
7,144
Q1 2025 Reduced 9.03%
$264B
$392 Million 0.23% of portfolio
1,958
Q1 2025 New
$147B
$354 Million 0.21% of portfolio
1,725
Q1 2025 Reduced 2.54%
$8.99B
$315 Million 0.19% of portfolio
1,397
Q1 2025 Reduced 2.65%
$116B
$328 Million 0.19% of portfolio
677
Q1 2025 Reduced 0.15%
Insmed Inc
-
$312 Million 0.18% of portfolio
-
Q4 2024 Reduced 1.49%
Booking Holdings Inc
-
$310 Million 0.18% of portfolio
-
Q1 2025 Reduced 3.79%
$0
$301 Million 0.18% of portfolio
3,217
Q1 2025 Reduced 0.31%
$0
$305 Million 0.18% of portfolio
16,043
Q1 2025 Reduced 2.36%
$51.3B
$265 Million 0.16% of portfolio
6,842
Q1 2025 Reduced 2.88%
Insulet Corp
-
$269 Million 0.16% of portfolio
-
Q4 2024 Reduced 1.84%
$179B
$248 Million 0.15% of portfolio
1,613
Q1 2025 Added 1.19%
$0
$260 Million 0.15% of portfolio
466
Q1 2025 Added 6.64%
Wayfair Inc
-
$242 Million 0.14% of portfolio
-
Q1 2025 Reduced 1.96%
$78.3B
$243 Million 0.14% of portfolio
1,004
Q1 2025 New
$49.6B
$235 Million 0.14% of portfolio
375
Q1 2025 Reduced 14.19%
$0
$227 Million 0.13% of portfolio
1,100
Q1 2025 Reduced 2.31%
$0
$202 Million 0.12% of portfolio
3,858
Q1 2025 Reduced 0.28%
$1.64B
$208 Million 0.12% of portfolio
9,133
Q1 2025 Reduced 45.94%
$142B
$209 Million 0.12% of portfolio
2,076
Q1 2025 New
Southwest Airls CO
-
$187 Million 0.11% of portfolio
-
Q4 2024 Reduced 6.93%
Shopify Inc
-
$145 Million 0.09% of portfolio
-
Q1 2025 Reduced 3.33%
Hubspot Inc
-
$151 Million 0.09% of portfolio
-
Q1 2025 Reduced 3.8%
Zscaler Inc
-
$139 Million 0.08% of portfolio
-
Q1 2025 Reduced 3.67%
Burlington Stores Inc
-
$144 Million 0.08% of portfolio
-
Q4 2024 Reduced 2.22%

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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