Fox Hill Wealth Management Portfolio Holdings

Fox Hill Wealth Management

  • $195 Billion
  • Q2 2025

Fox Hill Wealth Management has filed its 13F form on July 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $195 Billion distributed in 121 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $21B, Nvidia Corp with a value of $10.9B, Apple Inc. with a value of $8.96B, Netflix Inc with a value of $7.4B, and Eli Lilly & CO with a value of $7.22B.

Examining the 13F form we can see an increase of $25.2B in the current position value, from $169B to 195B.

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 $195 Billion
Technology: $65.2 Billion
Utilities: $20.4 Billion
Industrials: $19.1 Billion
ETFs: $18.5 Billion
Communication Services: $17.5 Billion
Consumer Cyclical: $12.7 Billion
Healthcare: $12 Billion
Consumer Defensive: $10.7 Billion
Other: $8.34 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$106B
$5.14 Billion 2.64% of portfolio
16,863
Q2 2025 Reduced 20.35%
$0
$2.24 Billion 1.15% of portfolio
27,420
Q2 2025 Added 1.23%
$18.2B
$1.93 Billion 0.99% of portfolio
58,836
Q2 2025 Reduced 1.03%
$0
$1.47 Billion 0.75% of portfolio
11,038
Q2 2025 Added 1.4%
$0
$1.2 Billion 0.62% of portfolio
17,197
Q2 2025 Reduced 0.85%
$0
$1.16 Billion 0.6% of portfolio
4,156
Q2 2025 Added 2.79%
$0
$1.04 Billion 0.53% of portfolio
9,458
Q2 2025 Reduced 1.4%
$0
$885 Million 0.45% of portfolio
14,947
Q2 2025 Added 1.08%
$0
$711 Million 0.37% of portfolio
10,579
Q2 2025 Added 0.65%
$0
$507 Million 0.26% of portfolio
8,088
Q2 2025 Reduced 3.48%
$0
$440 Million 0.23% of portfolio
7,069
Q2 2025 Reduced 1.05%
$0
$457 Million 0.23% of portfolio
17,917
Q2 2025 Added 0.01%
$0
$390 Million 0.2% of portfolio
15,895
Q2 2025 Reduced 0.92%
$0
$330 Million 0.17% of portfolio
1,749
Q2 2025 New
$0
$295 Million 0.15% of portfolio
478
Q2 2025 Added 2.58%
$0
$280 Million 0.14% of portfolio
1,107
Q2 2025 Added 0.64%
$0
$204 Million 0.1% of portfolio
3,862
Q2 2025 Added 0.1%

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $195 Billion
  • Prior Value $169 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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