Fox Hill Wealth Management as of June 30, 2025
Portfolio Holdings for Fox Hill Wealth Management
Fox Hill Wealth Management holds 121 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 10.8 | $21M | 42k | 497.41 | |
| NVIDIA Corporation (NVDA) | 5.6 | $11M | 69k | 157.99 | |
| Apple (AAPL) | 4.6 | $9.0M | 44k | 205.17 | |
| Netflix (NFLX) | 3.8 | $7.4M | 5.5k | 1339.21 | |
| Eli Lilly & Co. (LLY) | 3.7 | $7.2M | 9.3k | 779.56 | |
| Meta Platforms Cl A (META) | 3.0 | $5.8M | 7.8k | 738.13 | |
| Amazon (AMZN) | 3.0 | $5.7M | 26k | 219.39 | |
| Palantir Technologies Cl A (PLTR) | 2.9 | $5.7M | 42k | 136.32 | |
| Spdr Gold Tr Gold Shs (GLD) | 2.6 | $5.1M | 17k | 304.83 | |
| Nuscale Pwr Corp Cl A Com (SMR) | 2.5 | $4.8M | 122k | 39.56 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $3.7M | 7.6k | 485.77 | |
| Arista Networks Com Shs (ANET) | 1.8 | $3.6M | 35k | 102.31 | |
| Amphenol Corp Cl A (APH) | 1.8 | $3.4M | 35k | 98.75 | |
| Costco Wholesale Corporation (COST) | 1.7 | $3.4M | 3.4k | 989.87 | |
| Bj's Wholesale Club Holdings (BJ) | 1.7 | $3.4M | 31k | 107.83 | |
| Duke Energy Corp Com New (DUK) | 1.7 | $3.3M | 28k | 118.00 | |
| Oracle Corporation (ORCL) | 1.7 | $3.3M | 15k | 218.62 | |
| Uber Technologies (UBER) | 1.6 | $3.2M | 34k | 93.30 | |
| TJX Companies (TJX) | 1.6 | $3.1M | 25k | 123.49 | |
| Vistra Energy (VST) | 1.6 | $3.0M | 16k | 193.81 | |
| Metropcs Communications (TMUS) | 1.3 | $2.6M | 11k | 238.26 | |
| Palo Alto Networks (PANW) | 1.3 | $2.5M | 12k | 204.64 | |
| Norfolk Southern (NSC) | 1.3 | $2.5M | 9.8k | 255.97 | |
| Eaton Corp SHS (ETN) | 1.3 | $2.5M | 7.1k | 357.00 | |
| Progressive Corporation (PGR) | 1.3 | $2.5M | 9.3k | 266.86 | |
| Lockheed Martin Corporation (LMT) | 1.3 | $2.5M | 5.4k | 463.10 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 1.2 | $2.2M | 27k | 81.66 | |
| NiSource (NI) | 1.0 | $2.0M | 49k | 40.34 | |
| Ishares Silver Tr Ishares (SLV) | 1.0 | $1.9M | 59k | 32.81 | |
| Northrop Grumman Corporation (NOC) | 1.0 | $1.9M | 3.8k | 499.96 | |
| Entergy Corporation (ETR) | 0.9 | $1.8M | 22k | 83.12 | |
| Ameren Corporation (AEE) | 0.9 | $1.8M | 19k | 96.04 | |
| Public Service Enterprise (PEG) | 0.9 | $1.7M | 21k | 84.18 | |
| Fortinet (FTNT) | 0.9 | $1.7M | 16k | 105.72 | |
| Wec Energy Group (WEC) | 0.9 | $1.7M | 16k | 104.20 | |
| Procter & Gamble Company (PG) | 0.9 | $1.7M | 11k | 159.33 | |
| Broadcom (AVGO) | 0.9 | $1.7M | 6.0k | 275.66 | |
| McDonald's Corporation (MCD) | 0.8 | $1.6M | 5.3k | 292.19 | |
| Portland Gen Elec Com New (POR) | 0.8 | $1.5M | 37k | 40.63 | |
| Wal-Mart Stores (WMT) | 0.8 | $1.5M | 15k | 97.78 | |
| Ishares Tr Select Divid Etf (DVY) | 0.8 | $1.5M | 11k | 132.81 | |
| Nextera Energy (NEE) | 0.7 | $1.5M | 21k | 69.42 | |
| Raytheon Technologies Corp (RTX) | 0.7 | $1.4M | 9.8k | 146.03 | |
| Ferrari Nv Ord (RACE) | 0.7 | $1.3M | 2.6k | 490.74 | |
| Caterpillar (CAT) | 0.7 | $1.3M | 3.3k | 388.22 | |
| International Business Machines (IBM) | 0.6 | $1.2M | 4.2k | 294.80 | |
| PG&E Corporation (PCG) | 0.6 | $1.2M | 86k | 13.94 | |
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.6 | $1.2M | 17k | 69.91 | |
| DaVita (DVA) | 0.6 | $1.2M | 8.3k | 142.45 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.6 | $1.2M | 4.2k | 278.91 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.5 | $1.0M | 9.5k | 110.04 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $1.0M | 5.9k | 176.24 | |
| Ge Vernova (GEV) | 0.5 | $916k | 1.7k | 529.15 | |
| Ishares Tr Glb Infrastr Etf (IGF) | 0.5 | $885k | 15k | 59.20 | |
| Ge Aerospace Com New (GE) | 0.4 | $867k | 3.4k | 257.40 | |
| Coreweave Com Cl A (CRWV) | 0.4 | $858k | 5.3k | 163.06 | |
| Constellation Energy (CEG) | 0.4 | $851k | 2.6k | 322.77 | |
| Coca-Cola Company (KO) | 0.4 | $831k | 12k | 70.75 | |
| McKesson Corporation (MCK) | 0.4 | $829k | 1.1k | 732.82 | |
| Inspire Med Sys (INSP) | 0.4 | $759k | 5.8k | 129.77 | |
| Spdr Series Trust S&p Metals Mng (XME) | 0.4 | $711k | 11k | 67.22 | |
| Proshares Tr Short Qqq (PSQ) | 0.3 | $611k | 18k | 33.66 | |
| Oklo Com Cl A (OKLO) | 0.3 | $586k | 11k | 55.99 | |
| Ishares Tr 20+ Year Tr Bd (TLTW) | 0.3 | $576k | 25k | 23.18 | |
| Chipotle Mexican Grill (CMG) | 0.3 | $575k | 10k | 56.15 | |
| Chevron Corporation (CVX) | 0.3 | $543k | 3.8k | 143.20 | |
| Qualcomm (QCOM) | 0.3 | $538k | 3.4k | 159.27 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.3 | $507k | 8.1k | 62.64 | |
| Abbott Laboratories (ABT) | 0.2 | $482k | 3.5k | 136.01 | |
| Proshares Tr Pshs Short Dow30 (DOG) | 0.2 | $457k | 18k | 25.48 | |
| Dexcom Note 0.250%11/1 | 0.2 | $456k | 467k | 0.98 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $450k | 1.2k | 386.88 | |
| American Centy Etf Tr International Lr (AVIV) | 0.2 | $440k | 7.1k | 62.23 | |
| Home Depot (HD) | 0.2 | $437k | 1.2k | 366.77 | |
| Ast Spacemobile Com Cl A (ASTS) | 0.2 | $435k | 9.3k | 46.73 | |
| Novo-nordisk A S Adr (NVO) | 0.2 | $425k | 6.2k | 69.02 | |
| Embraer Sponsored Ads (ERJ) | 0.2 | $418k | 7.3k | 56.91 | |
| Wisdomtree Tr Artificial Intel (WTAI) | 0.2 | $390k | 16k | 24.56 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $377k | 3.5k | 107.80 | |
| Occidental Petroleum Corporation (OXY) | 0.2 | $368k | 8.8k | 42.01 | |
| Proshares Tr Short S&p 500 Ne (SH) | 0.2 | $359k | 9.1k | 39.68 | |
| Danaher Corporation (DHR) | 0.2 | $330k | 1.7k | 197.54 | |
| Ishares Tr Us Aer Def Etf (ITA) | 0.2 | $330k | 1.7k | 188.64 | |
| Coinbase Global Com Cl A (COIN) | 0.2 | $325k | 926.00 | 350.49 | |
| Applied Industrial Technologies (AIT) | 0.2 | $318k | 1.4k | 232.47 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $304k | 683.00 | 445.20 | |
| Republic Services (RSG) | 0.2 | $304k | 1.2k | 246.60 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $295k | 478.00 | 617.27 | |
| Insulet Corp Note 0.375% 9/0 | 0.1 | $288k | 205k | 1.41 | |
| United Rentals (URI) | 0.1 | $283k | 375.00 | 753.40 | |
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $280k | 1.1k | 253.21 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $279k | 514.00 | 543.05 | |
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $275k | 3.2k | 84.81 | |
| Servicenow (NOW) | 0.1 | $255k | 248.00 | 1028.08 | |
| Wayfair Note 0.625%10/0 | 0.1 | $247k | 250k | 0.99 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $234k | 1.3k | 177.41 | |
| Boston Scientific Corporation (BSX) | 0.1 | $227k | 2.1k | 107.41 | |
| Suncor Energy (SU) | 0.1 | $226k | 6.0k | 37.45 | |
| Exchange Traded Concepts Tru Robo Glb Artif (THNQ) | 0.1 | $223k | 4.1k | 55.00 | |
| Global X Fds Defense Tech Etf (SHLD) | 0.1 | $221k | 3.7k | 60.25 | |
| Labcorp Holdings Com Shs (LH) | 0.1 | $208k | 793.00 | 262.51 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $204k | 3.9k | 52.76 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $200k | 3.3k | 61.21 | |
| Shopify Note 0.125%11/0 | 0.1 | $147k | 145k | 1.02 | |
| Red Cat Hldgs (RCAT) | 0.1 | $120k | 16k | 7.28 | |
| Chegg Note 9/0 | 0.0 | $93k | 120k | 0.77 | |
| Solaredge Technologies Note 9/1 | 0.0 | $84k | 87k | 0.97 | |
| Penn Entertainment Note 2.750% 5/1 | 0.0 | $79k | 76k | 1.03 | |
| Middleby Corp Note 1.000% 9/0 | 0.0 | $77k | 68k | 1.13 | |
| Dish Network Corporation Note 3.375% 8/1 | 0.0 | $72k | 85k | 0.84 | |
| Block Note 5/0 | 0.0 | $61k | 64k | 0.95 | |
| Mfs Multimarket Income Tr Sh Ben Int (MMT) | 0.0 | $58k | 12k | 4.70 | |
| Euronet Worldwide Note 0.750% 3/1 | 0.0 | $50k | 56k | 0.90 | |
| Uber Technologies Note 12/1 | 0.0 | $33k | 28k | 1.18 | |
| Enphase Energy Note 3/0 | 0.0 | $25k | 30k | 0.82 | |
| Expedia Group Note 2/1 | 0.0 | $22k | 23k | 0.97 | |
| Lumentum Hldgs Note 0.500%12/1 | 0.0 | $21k | 18k | 1.17 | |
| Teladoc Health Note 1.250% 6/0 | 0.0 | $19k | 21k | 0.92 | |
| Shake Shack Note 3/0 | 0.0 | $18k | 17k | 1.06 | |
| Okta Note 0.125% 9/0 | 0.0 | $13k | 13k | 0.98 | |
| Wayfair Note 1.000% 8/1 | 0.0 | $12k | 13k | 0.95 |