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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1T
$1.08 Billion 0.6% of portfolio
6,522
Q3 2024 Added 9.93%
$0
$1.04 Billion 0.57% of portfolio
4,218
Q3 2024 Added 0.26%
$199B
$939 Million 0.52% of portfolio
4,246
Q3 2024 Added 14.29%
$212B
$899 Million 0.5% of portfolio
2,951
Q3 2024 Added 0.14%
$55B
$889 Million 0.49% of portfolio
4,688
Q3 2024 New
$0
$846 Million 0.47% of portfolio
15,548
Q3 2024 Reduced 7.03%
$407B
$837 Million 0.46% of portfolio
5,163
Q3 2024 Reduced 5.99%
$32.7B
$782 Million 0.43% of portfolio
7,859
Q3 2024 New
$1.18B
$786 Million 0.43% of portfolio
67,861
Q3 2024 New
$177B
$684 Million 0.38% of portfolio
5,644
Q3 2024 Added 1.26%
$0
$683 Million 0.38% of portfolio
10,724
Q3 2024 Reduced 1.33%
Proshares Tr
-
$611 Million 0.34% of portfolio
-
Q3 2024 Added 148.2%
$316B
$587 Million 0.32% of portfolio
3,983
Q3 2024 Reduced 4.71%
Palo Alto Networks Inc
-
$565 Million 0.31% of portfolio
-
Q1 2024 Added 3.14%
$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%
$420B
$507 Million 0.28% of portfolio
1,250
Q3 2024 Added 0.08%
Dexcom Inc
-
$472 Million 0.26% of portfolio
-
Q2 2024 Reduced 1.2%
$0
$469 Million 0.26% of portfolio
8,349
Q3 2024 Reduced 11.55%
$0
$440 Million 0.24% of portfolio
16,461
Q3 2024 Reduced 4.03%
$0
$421 Million 0.23% of portfolio
38,790
Q3 2024 Reduced 4.19%
$212B
$422 Million 0.23% of portfolio
472
Q3 2024 Reduced 15.26%
$10.4B
$413 Million 0.23% of portfolio
1,849
Q3 2024 Reduced 4.15%
$508B
$390 Million 0.22% of portfolio
3,330
Q3 2024 Added 59.33%
$19.7B
$356 Million 0.2% of portfolio
4,373
Q3 2024 Reduced 0.57%
$237B
$339 Million 0.19% of portfolio
1,898
Q3 2024 Reduced 5.9%
$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%
$0
$332 Million 0.18% of portfolio
16,669
Q3 2024 Reduced 3.15%
Insmed Inc
-
$307 Million 0.17% of portfolio
-
Q2 2024 Reduced 1.47%
Booking Holdings Inc
-
$300 Million 0.17% of portfolio
-
Q1 2024 Added 3.88%
$175B
$282 Million 0.16% of portfolio
1,661
Q3 2024 Reduced 9.83%
$1.3B
$299 Million 0.16% of portfolio
11,420
Q3 2024 New
$4.83B
$287 Million 0.16% of portfolio
1,800
Q3 2024 Added 500.0%
$0
$284 Million 0.16% of portfolio
3,240
Q3 2024 Reduced 0.77%
$56.1B
$265 Million 0.15% of portfolio
7,170
Q3 2024 Reduced 4.2%
Insulet Corp
-
$261 Million 0.14% of portfolio
-
Q2 2024 Reduced 1.36%
Wayfair Inc
-
$252 Million 0.14% of portfolio
-
Q2 2024 Reduced 1.87%
$0
$232 Million 0.13% of portfolio
404
Q3 2024 New
$0
$244 Million 0.13% of portfolio
1,079
Q3 2024 Added 6.1%
$165B
$231 Million 0.13% of portfolio
854
Q3 2024 New
$7.13B
$213 Million 0.12% of portfolio
6,014
Q3 2024 Reduced 29.34%
$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%
$0
$206 Million 0.11% of portfolio
3,919
Q3 2024 Added 0.05%
Southwest Airls CO
-
$204 Million 0.11% of portfolio
-
Q2 2024 Reduced 1.94%
Mongodb Inc
-
$179 Million 0.1% of portfolio
-
Q4 2023 New
Burlington Stores Inc
-
$168 Million 0.09% of portfolio
-
Q2 2024 Reduced 5.59%
Shopify Inc
-
$147 Million 0.08% of portfolio
-
Q2 2024 Reduced 1.29%

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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