FH
| |
Fox Hill Wealth Management13F | |
| Fox Hill Wealth Management | |
| Last update 2025-07-07 | 102 Stocks (13 new) |
| Value $193.00 Mil | Turnover 10 % |
Fox Hill Wealth Management Top Holdings of 2025-06-30
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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 | 42,252 | 21,016.7 | +0.56% | 10.900 | +0.06% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
NVDA | NVIDIA Corp | 68,692 | 10,852.7 | +24.09% | 5.630 | +1.09% | 0.000 | +66.29% | +27.19% | 4,164,907.0 | Semiconductors | |
AAPL | Apple Inc | 43,661 | 8,958.0 | -11.33% | 4.650 | -0.75% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | Hardware | |
NFLX | Netflix Inc | 5,523 | 7,396.4 | -3.17% | 3.840 | -0.10% | 0.000 | +12.12% | +32.03% | 500,044.8 | Media - Diversified | |
LLY | Eli Lilly and Co | 9,257 | 7,216.4 | -0.77% | 3.740 | -0.04% | 0.000 | -3.48% | +3.87% | 717,192.0 | Drug Manufacturers | |
META | Meta Platforms Inc | 7,846 | 5,791.4 | +2.91% | 3.000 | +0.08% | 0.000 | +37.26% | +22.08% | 1,794,173.6 | Interactive Media | |
AMZN | Amazon.com Inc | 26,162 | 5,739.8 | +4.11% | 2.980 | +0.12% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
PLTR | Palantir Technologies Inc | 41,470 | 5,653.2 | +5.94% | 2.930 | +0.16% | 0.000 | +53.37% | +104.46% | 364,913.3 | Software | |
GLD | SPDR Gold Shares ETF | 16,863 | 5,140.4 | -20.35% | 2.670 | -0.75% | 0.010 | +2.81% | +28.93% | 102,799.3 | ||
SMR | NuScale Power Corp | 121,796 | 4,818.3 | +29.11% | 2.500 | +0.56% | 0.090 | +209.91% | +166.87% | 6,382.5 | Industrial Products |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
UBER | Uber Technologies Inc | 2025-06-30 | New Buy New Buy | +1.64% | 64.62 ($82.17) 93.3 | $89.94 | 9.46% | New holding | 33,870 | 33,870 | |
ALL | Allstate Corp | 2025-06-30 | Sold Out Sold Out | -1.53% | 180.53 ($199.63) 212.64 | $197.61 | -1.01% | Sold Out | 0 | -12,205 | |
GOOG | Alphabet Inc | 2025-06-30 | Reduce Reduce | -1.48% | 146.58 ($165.11) 180.01 | $191.51 | 15.99% | Reduce -92.2% | 1,319 | -15,600 | |
ISRG | Intuitive Surgical Inc | 2025-06-30 | Reduce Reduce | -1.40% | 451.58 ($522.44) 565.94 | $501.95 | -3.92% | Reduce -90.03% | 514 | -4,640 | |
CAVA | Cava Group Inc | 2025-06-30 | Sold Out Sold Out | -1.38% | 73.99 ($85.3) 99.7 | $91.69 | 7.49% | Sold Out | 0 | -26,330 | |
TMUS | T-Mobile US Inc | 2025-06-30 | New Buy New Buy | +1.35% | 220.99 ($244.5) 268.54 | $233.93 | -4.32% | New holding | 10,924 | 10,924 | |
PGR | Progressive Corp | 2025-06-30 | New Buy New Buy | +1.29% | 255.27 ($274.25) 288.74 | $247.53 | -9.74% | New holding | 9,321 | 9,321 | |
NVDA | NVIDIA Corp | 2025-06-30 | Add Add | +1.09% | 94.31 ($125.57) 157.99 | $170.78 | 36.00% | Add 24.09% | 68,692 | 13,336 | |
AAPL | Apple Inc | 2025-06-30 | Reduce Reduce | -0.75% | 172.42 ($202.27) 223.89 | $214.15 | 5.87% | Reduce -11.33% | 43,661 | -5,580 | |
GLD | SPDR Gold Shares ETF | 2025-06-30 | Reduce Reduce | -0.75% | 273.71 ($302.58) 316.29 | $312.18 | 3.17% | Reduce -20.35% | 16,863 | -4,308 |
Fox Hill Wealth Management Total Holding History ($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 2025-06-30
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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