Fox Hill Wealth Management Portfolio Holdings

Fox Hill Wealth Management

  • $181 Billion
  • Q3 2024

Fox Hill Wealth Management has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $181 Billion distributed in 133 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $18.3B, Apple Inc. with a value of $11.9B, Eli Lilly & CO with a value of $9.17B, Nvidia Corp with a value of $9.07B, and Costco Wholesale Corp with a value of $6.09B.

Examining the 13F form we can see an increase of $18B in the current position value, from $163B to 181B.

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 $181 Billion
Technology: $58.9 Billion
Healthcare: $20.5 Billion
ETFs: $18.4 Billion
Utilities: $17.8 Billion
Consumer Cyclical: $15.1 Billion
Communication Services: $13 Billion
Industrials: $12.8 Billion
Consumer Defensive: $9.3 Billion
Other: $5.65 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$124B
$3.26 Billion 1.8% of portfolio
8,490
Q3 2024 Added 0.11%
$88.4B
$2.86 Billion 1.58% of portfolio
24,811
Q3 2024 Added 29.79%
$139B
$2.68 Billion 1.48% of portfolio
22,820
Q3 2024 Added 6.08%
$15B
$2.6 Billion 1.43% of portfolio
15,847
Q3 2024 Added 0.72%
$69.4B
$2.5 Billion 1.38% of portfolio
21,098
Q3 2024 Reduced 7.32%
$61.2B
$2.48 Billion 1.37% of portfolio
9,982
Q3 2024 Reduced 2.2%
$142B
$2.43 Billion 1.34% of portfolio
4,164
Q3 2024 Added 10.98%
$19.5B
$2.42 Billion 1.33% of portfolio
61,657
Q3 2024 Added 9.45%
$43.6B
$2.25 Billion 1.24% of portfolio
34,489
Q3 2024 Added 10.22%
$120B
$2.09 Billion 1.15% of portfolio
56,211
Q3 2024 New
$119B
$2.07 Billion 1.14% of portfolio
6,066
Q3 2024 Reduced 15.23%
$76.4B
$1.86 Billion 1.02% of portfolio
3,516
Q3 2024 Added 80.03%
$15.4B
$1.71 Billion 0.94% of portfolio
49,354
Q3 2024 Reduced 1.26%
$46.1B
$1.68 Billion 0.93% of portfolio
18,887
Q3 2024 Reduced 1.23%
$24.3B
$1.6 Billion 0.88% of portfolio
18,252
Q3 2024 Added 0.25%
$90.3B
$1.56 Billion 0.86% of portfolio
3,147
Q3 2024 Reduced 2.36%
$152B
$1.55 Billion 0.85% of portfolio
18,338
Q3 2024 Added 0.34%
$66.4B
$1.53 Billion 0.84% of portfolio
8,859
Q3 2024 Added 852.58%
$31.8B
$1.53 Billion 0.84% of portfolio
15,924
Q3 2024 Added 0.32%
$29.8B
$1.47 Billion 0.81% of portfolio
17,581
Q3 2024 Added 0.9%
$30.8B
$1.46 Billion 0.81% of portfolio
11,101
Q3 2024 Reduced 0.63%
$74.1B
$1.26 Billion 0.69% of portfolio
16,258
Q3 2024 Reduced 2.7%
$199B
$939 Million 0.52% of portfolio
4,246
Q3 2024 Added 14.29%
$55B
$889 Million 0.49% of portfolio
4,688
Q3 2024 New
$32.7B
$782 Million 0.43% of portfolio
7,859
Q3 2024 New
$177B
$684 Million 0.38% of portfolio
5,644
Q3 2024 Added 1.26%
$171B
$522 Million 0.29% of portfolio
1,876
Q3 2024 Reduced 22.16%
$48B
$506 Million 0.28% of portfolio
9,816
Q3 2024 Reduced 0.71%
$10.4B
$413 Million 0.23% of portfolio
1,849
Q3 2024 Reduced 4.15%
$19.7B
$356 Million 0.2% of portfolio
4,373
Q3 2024 Reduced 0.57%
$58.3B
$351 Million 0.19% of portfolio
434
Q2 2024 Added 0.23%
$116B
$322 Million 0.18% of portfolio
693
Q3 2024 Added 3.74%
$175B
$282 Million 0.16% of portfolio
1,661
Q3 2024 Reduced 9.83%
$56.1B
$265 Million 0.15% of portfolio
7,170
Q3 2024 Reduced 4.2%
$165B
$231 Million 0.13% of portfolio
854
Q3 2024 New
$38.8B
$200 Million 0.11% of portfolio
778
Q3 2024 Reduced 0.51%
$39.2B
$202 Million 0.11% of portfolio
5,625
Q3 2024 Reduced 5.46%

Summary

  • Portfolio
  • No. of Stocks 133
  • Current Value $181 Billion
  • Prior Value $163 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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