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Size ($ in 1000's)
At 03/31/2024: $148,540
At 12/31/2023: $130,360
Fox Hill Wealth Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Fox Hill Wealth Management 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Fox Hill Wealth Management top holdings by largest position size, as per the latest 13f filing made by Fox Hill Wealth Management.
In the Fox Hill Wealth Management-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Fox Hill Wealth Management in that top holding, then the share count change between reporting periods, and finally the Fox Hill Wealth Management top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| MICROSOFT CORP |
41,039 |
+2,989 |
$17,266 | | MSFT | 41,039 | +2,989 | $17,266 | | ELI LILLY & CO |
10,540 |
+492 |
$8,200 | | LLY | 10,540 | +492 | $8,200 | | APPLE INC |
39,161 |
-7,437 |
$6,715 | | AAPL | 39,161 | -7,437 | $6,715 | | NVIDIA CORPORATION |
6,955 |
+612 |
$6,284 | | NVDA | 6,955 | +612 | $6,284 | | COSTCO WHSL CORP NEW |
6,521 |
+154 |
$4,777 | | COST | 6,521 | +154 | $4,777 | | ADOBE INC |
9,124 |
+271 |
$4,604 | | ADBE | 9,124 | +271 | $4,604 | | AMAZON COM INC |
21,743 |
+743 |
$3,922 | | AMZN | 21,743 | +743 | $3,922 | | META PLATFORMS INC |
7,665 |
+774 |
$3,722 | | META | 7,665 | +774 | $3,722 | | NOVO NORDISK A S |
28,320 |
+15,525 |
$3,636 | | NVO | 28,320 | +15,525 | $3,636 | | SPDR GOLD TR (GLD) |
16,977 |
+193 |
$3,493 | | GLD | 16,977 | +193 | $3,493 | | CROWDSTRIKE HLDGS INC |
8,411 |
-881 |
$2,696 | | CRWD | 8,411 | -881 | $2,696 | | NORFOLK SOUTHN CORP |
10,578 |
-1,402 |
$2,696 | | NSC | 10,578 | -1,402 | $2,696 |  PALO ALTO NETWORKS INC |
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$2,610 | | PANW | 7,544 | +2,116 | $2,143 | | NOTE 0 | 164,000 | +5,000 | $467 | | NETFLIX INC |
4,143 |
-66 |
$2,516 | | NFLX | 4,143 | -66 | $2,516 | | ARISTA NETWORKS INC |
8,591 |
+49 |
$2,491 | | ANET | 8,591 | +49 | $2,491 | | BERKSHIRE HATHAWAY INC DEL |
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$2,299 | | BRK.B | 5,467 | +365 | $2,299 | | DRAFTKINGS INC NEW |
50,202 |
+199 |
$2,280 | | DKNG | 50,202 | +199 | $2,280 | | ALPHABET INC |
14,471 |
+1,100 |
$2,203 | | GOOG | 14,471 | +1,100 | $2,203 | | DAVITA INC |
15,734 |
+9,135 |
$2,172 | | DVA | 15,734 | +9,135 | $2,172 | | TJX COS INC NEW |
20,927 |
+1,268 |
$2,122 | | TJX | 20,927 | +1,268 | $2,122 | | ISHARES TR (TIP) |
18,978 |
-4,208 |
$2,038 | | TIP | 18,978 | -4,208 | $2,038 | | TOYOTA MOTOR CORP |
7,465 |
+7,465 |
$1,879 | | TM | 7,465 | +7,465 | $1,879 | | VISTRA CORP |
26,579 |
-8,767 |
$1,851 | | VST | 26,579 | -8,767 | $1,851 | | MCKESSON CORP |
3,412 |
-78 |
$1,832 | | MCK | 3,412 | -78 | $1,832 | | DUKE ENERGY CORP NEW |
18,402 |
+11,740 |
$1,780 | | DUK | 18,402 | +11,740 | $1,780 | | CAVA GROUP INC |
25,279 |
+25,279 |
$1,771 | | CAVA | 25,279 | +25,279 | $1,771 | | AMPHENOL CORP NEW |
15,291 |
+15,291 |
$1,764 | | APH | 15,291 | +15,291 | $1,764 | | ABBOTT LABS |
14,604 |
-31 |
$1,660 | | ABT | 14,604 | -31 | $1,660 | | ORACLE CORP |
12,330 |
+156 |
$1,549 | | ORCL | 12,330 | +156 | $1,549 | | BROADCOM INC |
1,132 |
-27 |
$1,500 | | AVGO | 1,132 | -27 | $1,500 | | CHIPOTLE MEXICAN GRILL INC |
513 |
+56 |
$1,491 | | CMG | 513 | +56 | $1,491 | | FERRARI N V |
3,396 |
+462 |
$1,480 | | RACE | 3,396 | +462 | $1,480 | | ISHARES TR (DVY) |
11,111 |
+11,111 |
$1,369 | | DVY | 11,111 | +11,111 | $1,369 | | NISOURCE INC |
48,922 |
+1,285 |
$1,353 | | NI | 48,922 | +1,285 | $1,353 | | AMEREN CORP |
17,160 |
+1,679 |
$1,269 | | AEE | 17,160 | +1,679 | $1,269 | | WEC ENERGY GROUP INC |
15,164 |
+2,393 |
$1,245 | | WEC | 15,164 | +2,393 | $1,245 | | PUBLIC SVC ENTERPRISE GRP IN |
18,297 |
+702 |
$1,222 | | PEG | 18,297 | +702 | $1,222 | | SEMPRA |
16,573 |
+801 |
$1,190 | | SRE | 16,573 | +801 | $1,190 | | FORTINET INC |
17,341 |
-6,068 |
$1,185 | | FTNT | 17,341 | -6,068 | $1,185 | | ISHARES SILVER TR (SLV) |
50,574 |
+212 |
$1,151 | | SLV | 50,574 | +212 | $1,151 | | NEXTERA ENERGY INC |
17,854 |
+867 |
$1,141 | | NEE | 17,854 | +867 | $1,141 | | PORTLAND GEN ELEC CO |
26,991 |
+1,429 |
$1,134 | | POR | 26,991 | +1,429 | $1,134 | | ENTERGY CORP NEW |
10,015 |
+1,777 |
$1,058 | | ETR | 10,015 | +1,777 | $1,058 | | VANECK ETF TRUST (SMH) |
4,313 |
+66 |
$970 | | SMH | 4,313 | +66 | $970 | | ALPHABET INC |
6,240 |
+422 |
$942 | | GOOGL | 6,240 | +422 | $942 | | NORTHROP GRUMMAN CORP |
1,864 |
-89 |
$892 | | NOC | 1,864 | -89 | $892 | | JOHNSON & JOHNSON |
5,588 |
-104 |
$884 | | JNJ | 5,588 | -104 | $884 | | WALMART INC |
14,243 |
+9,559 |
$857 | | WMT | 14,243 | +9,559 | $857 | | CATERPILLAR INC |
2,308 |
+330 |
$846 | | CAT | 2,308 | +330 | $846 | | ISHARES TR (IGF) |
17,238 |
-12 |
$821 | | IGF | 17,238 | -12 | $821 |
See Full List: All Stocks Held By Fox Hill Wealth Management
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Fox Hill Wealth Management
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