Fox Financial
Latest statistics and disclosures from Fox Financial's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002004131
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Positions held by Fox Financial consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for Fox Financial
Fox Financial holds 13 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 18.5 | $19M | 331k | 58.45 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 17.2 | $18M | 44k | 409.52 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 16.1 | $17M | 253k | 66.38 |
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| Select Sector Spdr Tr Technology (XLK) | 15.4 | $16M | 83k | 192.48 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 14.7 | $15M | 365k | 42.18 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 10.0 | $11M | 135k | 77.73 |
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| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 5.1 | $5.3M | 103k | 51.41 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 1.1 | $1.2M | 32k | 36.55 |
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| Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ) | 0.5 | $528k | 13k | 39.88 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.5 | $487k | 7.5k | 65.06 |
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| Vanguard World Fds Consum Stp Etf (VDC) | 0.3 | $355k | 1.9k | 190.96 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $341k | 1.2k | 277.15 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.3 | $299k | 4.3k | 70.28 |
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Past Filings by Fox Financial
SEC 13F filings are viewable for Fox Financial going back to 2023
- Fox Financial 2023 Q4 filed Jan. 26, 2024