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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.72B
$1.3 Billion 0.72% of portfolio
22,555
Q3 2024 Reduced 14.04%
$1.28B
$786 Million 0.43% of portfolio
67,861
Q3 2024 New
$1.3B
$299 Million 0.16% of portfolio
11,420
Q3 2024 New
$1.81B
$110 Million 0.06% of portfolio
14,000
Q3 2024 New

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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