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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.96T
$17.4 Billion 9.83% of portfolio
41,214
Q4 2024 Reduced 3.23%
$3.89T
$12.6 Billion 7.1% of portfolio
50,151
Q4 2024 Reduced 1.62%
$311B
$9.44 Billion 5.34% of portfolio
70,307
Q4 2024 Reduced 5.88%
$875B
$7.24 Billion 4.1% of portfolio
9,381
Q4 2024 Reduced 9.36%
$464B
$6.2 Billion 3.5% of portfolio
6,762
Q4 2024 Reduced 1.56%
$2.16T
$5.26 Billion 2.97% of portfolio
23,957
Q4 2024 Reduced 8.79%
$436B
$5.13 Billion 2.9% of portfolio
5,753
Q4 2024 Reduced 6.03%
$1.48T
$4.27 Billion 2.41% of portfolio
7,289
Q4 2024 Reduced 6.94%
$167B
$4.15 Billion 2.35% of portfolio
54,914
Q4 2024 Reduced 2.31%
$654B
$3.02 Billion 1.71% of portfolio
6,656
Q4 2024 Added 3.87%
$55.6B
$2.95 Billion 1.67% of portfolio
21,420
Q4 2024 Added 1.53%
$1.05T
$2.9 Billion 1.64% of portfolio
15,211
Q4 2024 Reduced 6.76%
$145B
$2.82 Billion 1.6% of portfolio
23,346
Q4 2024 Added 2.3%
$90.5B
$2.81 Billion 1.59% of portfolio
26,125
Q4 2024 Added 5.3%
$203B
$2.64 Billion 1.49% of portfolio
5,051
Q4 2024 New
$81.6B
$2.52 Billion 1.42% of portfolio
11,248
Q4 2024 New
$71.1B
$2.43 Billion 1.38% of portfolio
5,182
Q4 2024 Added 47.38%
$39.6B
$2.45 Billion 1.38% of portfolio
35,247
Q4 2024 Added 2.2%
$56.9B
$2.35 Billion 1.33% of portfolio
10,013
Q4 2024 Added 0.31%
$13.5B
$2.29 Billion 1.3% of portfolio
15,336
Q4 2024 Reduced 3.22%
$57B
$2.15 Billion 1.21% of portfolio
11,800
Q4 2024 Added 94.53%
$118B
$2.04 Billion 1.15% of portfolio
4,196
Q4 2024 Added 0.77%
$92B
$1.79 Billion 1.02% of portfolio
3,149
Q4 2024 Added 0.06%
$16.6B
$1.81 Billion 1.02% of portfolio
49,156
Q4 2024 Reduced 0.4%
$80.8B
$1.76 Billion 1.0% of portfolio
7,588
Q4 2024 Reduced 14.35%
$412B
$1.73 Billion 0.98% of portfolio
10,306
Q4 2024 Reduced 2.07%
$17.8B
$1.66 Billion 0.94% of portfolio
21,840
Q4 2024 Added 96.74%
$26.2B
$1.63 Billion 0.92% of portfolio
18,312
Q4 2024 Added 0.33%
$40.5B
$1.61 Billion 0.91% of portfolio
19,088
Q4 2024 Added 1.06%
$720M
$1.6 Billion 0.9% of portfolio
89,007
Q4 2024 Added 31.16%
$22.5B
$1.55 Billion 0.87% of portfolio
17,627
Q4 2024 Added 0.26%
$85.2B
$1.53 Billion 0.87% of portfolio
16,234
Q4 2024 Reduced 0.15%
$33.7B
$1.51 Billion 0.86% of portfolio
16,085
Q4 2024 Added 1.01%
$138B
$1.36 Billion 0.77% of portfolio
18,962
Q4 2024 Added 3.4%
$117B
$1.34 Billion 0.76% of portfolio
4,028
Q4 2024 New
$4.45B
$1.32 Billion 0.75% of portfolio
30,342
Q4 2024 Added 2.87%
$1.5B
$1.3 Billion 0.74% of portfolio
21,564
Q4 2024 Reduced 4.39%
$204B
$1.29 Billion 0.73% of portfolio
2,891
Q4 2024 Reduced 47.33%
$268B
$1.3 Billion 0.73% of portfolio
14,356
Q4 2024 Reduced 2.13%
$84.9B
$1.12 Billion 0.63% of portfolio
2,642
Q4 2024 Reduced 19.79%
$1.01T
$1.08 Billion 0.61% of portfolio
5,714
Q4 2024 Reduced 12.39%
$205B
$1.01 Billion 0.57% of portfolio
11,710
Q4 2024 Reduced 61.41%
$226B
$967 Million 0.55% of portfolio
4,401
Q4 2024 Added 3.65%
$53.8B
$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%
$188B
$716 Million 0.4% of portfolio
675
Q4 2024 Added 43.01%
$196B
$655 Million 0.37% of portfolio
5,664
Q4 2024 Added 0.35%
-
$602 Million 0.34% of portfolio
-
Q4 2024 Reduced 50.37%

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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