FH
| |
Fox Hill Wealth Management13F | |
| Fox Hill Wealth Management | |
| Last update 2025-05-13 | 91 Stocks (6 new) |
| Value $165.00 Mil | Turnover 9 % |
Fox Hill Wealth Management Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 42,018 | 15,773.0 | +1.95% | 9.550 | +0.18% | 0.000 | +28.75% | +16.96% | 3,650,048.0 | Software | |
AAPL | Apple Inc | 49,241 | 10,937.8 | -1.81% | 6.620 | -0.13% | 0.000 | -4.99% | -14.96% | 3,172,966.9 | Hardware | |
LLY | Eli Lilly and Co | 9,329 | 7,705.0 | -0.55% | 4.670 | -0.02% | 0.000 | -4.56% | +1.32% | 699,587.4 | Drug Manufacturers | |
GLD | SPDR Gold Shares ETF | 21,171 | 6,100.2 | +18.63% | 3.690 | +0.58% | 0.010 | +7.32% | +27.72% | 103,012.6 | ||
NVDA | NVIDIA Corp | 55,356 | 5,999.5 | -21.27% | 3.630 | -1.17% | 0.000 | +42.42% | +17.12% | 3,834,943.3 | Semiconductors | |
NFLX | Netflix Inc | 5,704 | 5,319.1 | -0.85% | 3.220 | -0.03% | 0.000 | +37.34% | +44.15% | 546,799.5 | Media - Diversified | |
AMZN | Amazon.com Inc | 25,128 | 4,780.8 | +4.89% | 2.890 | +0.13% | 0.000 | +12.20% | +0.24% | 2,334,748.2 | Retail - Cyclical | |
META | Meta Platforms Inc | 7,624 | 4,393.9 | +4.60% | 2.660 | +0.12% | 0.000 | +22.30% | +22.07% | 1,794,148.5 | Interactive Media | |
BRK.B | Berkshire Hathaway Inc | 7,178 | 3,822.7 | +7.84% | 2.310 | +0.17% | 0.000 | -10.64% | +6.00% | 1,035,882.3 | Insurance | |
BJ | BJ's Wholesale Club Holdings Inc | 30,959 | 3,532.4 | New Holding | 2.140 | +2.14% | 0.020 | -5.07% | +22.15% | 14,412.0 | Retail - Defensive |
Fox Hill Wealth Management's Historical Top Holdings Breakdowns
Fox Hill Wealth Management's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BJ | BJ's Wholesale Club Holdings Inc | 2025-03-31 | New Buy New Buy | +2.14% | 88 ($102.97) 115.5 | $109.14 | 5.99% | New holding | 30,959 | 30,959 | |
COST | Costco Wholesale Corp | 2025-03-31 | Reduce Reduce | -1.69% | 890.62 ($974.97) 1076.86 | $982.36 | 0.76% | Reduce -46.94% | 3,588 | -3,174 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -1.17% | 106.98 ($126.74) 149.43 | $157.25 | 24.07% | Reduce -21.27% | 55,356 | -14,951 | |
CEG | Constellation Energy Corp | 2025-03-31 | Reduce Reduce | -1.01% | 201.63 ($268.03) 347.44 | $306.63 | 14.40% | Reduce -69.07% | 3,479 | -7,769 | |
ALL | Allstate Corp | 2025-03-31 | Add Add | +0.94% | 180.99 ($194.74) 210.18 | $194.69 | -0.03% | Add 160.85% | 12,205 | 7,526 | |
SRE | Sempra | 2025-03-31 | Sold Out Sold Out | -0.90% | 67.85 ($77.91) 87.67 | $74.82 | -3.97% | Sold Out | 0 | -17,627 | |
PCG | PG&E Corp | 2025-03-31 | New Buy New Buy | +0.82% | 15.16 ($16.59) 20.4 | $13.99 | -15.67% | New holding | 78,438 | 78,438 | |
PLTR | Palantir Technologies Inc | 2025-03-31 | Reduce Reduce | -0.69% | 64.98 ($87.82) 124.62 | $132.12 | 50.44% | Reduce -28.72% | 39,145 | -15,769 | |
DVA | DaVita Inc | 2025-03-31 | Reduce Reduce | -0.59% | 140 ($157.11) 177.35 | $142.56 | -9.26% | Reduce -44.34% | 8,536 | -6,800 | |
GLD | SPDR Gold Shares ETF | 2025-03-31 | Add Add | +0.58% | 243.19 ($264.45) 288.14 | $309.25 | 16.94% | Add 18.63% | 21,171 | 3,325 |
Fox Hill Wealth Management Total Holding History ($B)
Fox Hill Wealth Management's Asset Allocation
Fox Hill Wealth Management Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Fox Hill Wealth Management's Hypothetical Growth since 2025-03-31
Fox Hill Wealth Management's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Fox Hill Wealth Management's Holdings Heat Map
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Fox Hill Wealth Management's Holdings Bubble Chart
Fox Hill Wealth Management News
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