Fox Hill Wealth Management Portfolio Holdings

Fox Hill Wealth Management

  • $177 Billion
  • Q4 2024

Fox Hill Wealth Management has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $177 Billion distributed in 128 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $17.4B, Apple Inc. with a value of $12.6B, Nvidia Corp with a value of $9.44B, Eli Lilly & CO with a value of $7.24B, and Costco Wholesale Corp with a value of $6.2B.

Examining the 13F form we can see an decrease of $4.67B in the current position value, from $181B to 177B.

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 $177 Billion
Technology: $57.3 Billion
Utilities: $20.7 Billion
Healthcare: $16.7 Billion
ETFs: $16.2 Billion
Communication Services: $13.7 Billion
Industrials: $12.6 Billion
Consumer Cyclical: $12 Billion
Consumer Defensive: $9.22 Billion
Other: $5.65 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$176B
$1.01 Billion 0.57% of portfolio
11,710
Q4 2024 Reduced 61.41%
$234B
$967 Million 0.55% of portfolio
4,401
Q4 2024 Added 3.65%
$0
$954 Million 0.54% of portfolio
3,941
Q4 2024 Reduced 6.57%
$50.7B
$902 Million 0.51% of portfolio
4,679
Q4 2024 Reduced 0.19%
$227B
$856 Million 0.48% of portfolio
2,954
Q4 2024 Added 0.1%
$32.7B
$836 Million 0.47% of portfolio
7,358
Q4 2024 Reduced 6.37%
$0
$787 Million 0.45% of portfolio
15,060
Q4 2024 Reduced 3.14%
$199B
$716 Million 0.4% of portfolio
675
Q4 2024 Added 43.01%
$180B
$655 Million 0.37% of portfolio
5,664
Q4 2024 Added 0.35%
$0
$596 Million 0.34% of portfolio
10,504
Q4 2024 Reduced 2.05%
-
$602 Million 0.34% of portfolio
-
Q4 2024 Reduced 50.37%
Palo Alto Networks Inc
-
$597 Million 0.34% of portfolio
-
Q1 2024 Added 3.14%
$304B
$592 Million 0.33% of portfolio
4,087
Q4 2024 Added 2.61%
Proshares Tr
-
$526 Million 0.3% of portfolio
-
Q4 2024 Reduced 9.29%
$0
$488 Million 0.28% of portfolio
8,358
Q4 2024 Reduced 2.84%
$229B
$482 Million 0.27% of portfolio
4,259
Q4 2024 Reduced 68.72%
$419B
$461 Million 0.26% of portfolio
1,184
Q4 2024 Reduced 5.28%
Dexcom Inc
-
$449 Million 0.25% of portfolio
-
Q4 2024 Reduced 5.85%
$44.8B
$449 Million 0.25% of portfolio
9,095
Q4 2024 Reduced 7.35%
$0
$409 Million 0.23% of portfolio
15,426
Q4 2024 Reduced 6.29%
$0
$408 Million 0.23% of portfolio
7,853
Q4 2024 Reduced 5.94%
$150B
$406 Million 0.23% of portfolio
1,770
Q4 2024 Reduced 5.65%
Proshares Tr
-
$384 Million 0.22% of portfolio
-
Q4 2024 New
$451B
$383 Million 0.22% of portfolio
3,565
Q4 2024 Added 7.06%
Booking Holdings Inc
-
$349 Million 0.2% of portfolio
-
Q4 2024 Reduced 1.49%
$1.73B
$356 Million 0.2% of portfolio
16,893
Q4 2024 Added 47.92%
$0
$361 Million 0.2% of portfolio
16,430
Q4 2024 Reduced 1.43%
$10.2B
$344 Million 0.19% of portfolio
1,435
Q4 2024 Reduced 22.39%
$15.8B
$318 Million 0.18% of portfolio
4,413
Q4 2024 Added 0.91%
$51.4B
$308 Million 0.17% of portfolio
437
Q4 2024 Added 0.69%
$0
$276 Million 0.16% of portfolio
3,227
Q4 2024 Reduced 0.4%
Insmed Inc
-
$286 Million 0.16% of portfolio
-
Q4 2024 Reduced 1.49%
$0
$262 Million 0.15% of portfolio
1,126
Q4 2024 Added 4.36%
$118B
$273 Million 0.15% of portfolio
678
Q4 2024 Reduced 2.16%
Insulet Corp
-
$269 Million 0.15% of portfolio
-
Q4 2024 Reduced 1.84%
Wayfair Inc
-
$244 Million 0.14% of portfolio
-
Q4 2024 Reduced 3.04%
$2.46B
$247 Million 0.14% of portfolio
10,219
Q4 2024 New
$0
$256 Million 0.14% of portfolio
437
Q4 2024 Added 8.17%
$54B
$251 Million 0.14% of portfolio
7,045
Q4 2024 Reduced 1.74%
$193B
$245 Million 0.14% of portfolio
1,594
Q4 2024 Reduced 4.03%
$483M
$219 Million 0.12% of portfolio
17,027
Q4 2024 New
Exchange Traded Concepts Tru
-
$204 Million 0.12% of portfolio
-
Q4 2024 New
$156B
$211 Million 0.12% of portfolio
854
Q3 2024 New
Hubspot Inc
-
$194 Million 0.11% of portfolio
-
Q4 2024 Reduced 1.25%
Southwest Airls CO
-
$193 Million 0.11% of portfolio
-
Q4 2024 Reduced 6.93%
$7.75B
$202 Million 0.11% of portfolio
5,514
Q4 2024 Reduced 8.31%
$0
$200 Million 0.11% of portfolio
3,869
Q4 2024 Reduced 1.28%
Burlington Stores Inc
-
$171 Million 0.1% of portfolio
-
Q4 2024 Reduced 2.22%
Shopify Inc
-
$153 Million 0.09% of portfolio
-
Q4 2024 Reduced 1.96%

Summary

  • Portfolio
  • No. of Stocks 128
  • Current Value $177 Billion
  • Prior Value $181 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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