Fox Hill Wealth Management Top Holdings and 13F Report (2025) About Fox Hill Wealth ManagementInvestment ActivityFox Hill Wealth Management has $194.57 million in total holdings as of June 30, 2025.Fox Hill Wealth Management owns shares of 121 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 10.33% of the portfolio was purchased this quarter.About 9.88% of the portfolio was sold this quarter.This quarter, Fox Hill Wealth Management has purchased 127 new stocks and bought additional shares in 47 stocks.Fox Hill Wealth Management sold shares of 43 stocks and completely divested from 19 stocks this quarter.Largest Holdings Microsoft $21,016,659NVIDIA $10,852,705Apple $8,957,970Netflix $7,396,435Eli Lilly and Company $7,216,371 Largest New Holdings this Quarter 90353T100 - Uber Technologies $3,160,103 Holding872590104 - T-Mobile US $2,602,742 Holding743315103 - Progressive $2,487,399 Holding36828A101 - GE VERNOVA INC $915,959 Holding21873S108 - COREWEAVE INC $858,185 Holding Largest Purchases this Quarter Uber Technologies 33,870 shares (about $3.16M)T-Mobile US 10,924 shares (about $2.60M)Progressive 9,321 shares (about $2.49M)NVIDIA 13,336 shares (about $2.11M)NuScale Power 27,462 shares (about $1.09M) Largest Sales this Quarter Alphabet 15,600 shares (about $2.77M)Intuitive Surgical 4,640 shares (about $2.52M)SPDR Gold Shares 4,308 shares (about $1.31M)Apple 5,580 shares (about $1.14M)Northrop Grumman 1,860 shares (about $929.92K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFox Hill Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$21,016,659$116,394 ▲0.6%42,25210.8%Computer and TechnologyNVDANVIDIA$10,852,705$2,106,965 ▲24.1%68,6925.6%Computer and TechnologyAAPLApple$8,957,970$1,144,854 ▼-11.3%43,6614.6%Computer and TechnologyNFLXNetflix$7,396,435$242,396 ▼-3.2%5,5233.8%Consumer DiscretionaryLLYEli Lilly and Company$7,216,371$56,128 ▼-0.8%9,2573.7%MedicalMETAMeta Platforms$5,791,401$163,866 ▲2.9%7,8463.0%Computer and TechnologyAMZNAmazon.com$5,739,784$226,853 ▲4.1%26,1623.0%Retail/WholesalePALANTIR TECHNOLOGIES INC$5,653,181$316,943 ▲5.9%41,4702.9%CL AGLDSPDR Gold Shares$5,140,345$1,313,207 ▼-20.3%16,8632.6%FinanceSMRNuScale Power$4,818,250$1,086,397 ▲29.1%121,7962.5%Computer and TechnologyBRK.BBerkshire Hathaway$3,693,283$206,451 ▲5.9%7,6031.9%FinanceARISTA NETWORKS INC$3,599,162$150,396 ▲4.4%35,1791.8%COM SHSAPHAmphenol$3,427,279$238,972 ▼-6.5%34,7071.8%Computer and TechnologyCOSTCostco Wholesale$3,393,274$158,379 ▼-4.5%3,4281.7%Retail/WholesaleBJBJ's Wholesale Club$3,363,124$24,801 ▲0.7%31,1891.7%Consumer StaplesDUKDuke Energy$3,322,477$131,214 ▲4.1%28,1571.7%UtilitiesORCLOracle$3,304,050$61,433 ▼-1.8%15,1131.7%Computer and TechnologyUBERUber Technologies$3,160,103$3,160,103 ▲New Holding33,8701.6%Computer and TechnologyTJXTJX Companies$3,114,668$65,203 ▲2.1%25,2221.6%Retail/WholesaleVSTVistra$3,018,664$190,520 ▼-5.9%15,5751.6%UtilitiesTMUST-Mobile US$2,602,742$2,602,742 ▲New Holding10,9241.3%Computer and TechnologyPANWPalo Alto Networks$2,520,142$51,979 ▲2.1%12,3151.3%Computer and TechnologyNSCNorfolk Southern$2,519,258$3,328 ▼-0.1%9,8421.3%TransportationETNEaton$2,516,818$67,115 ▲2.7%7,0501.3%IndustrialsPGRProgressive$2,487,399$2,487,399 ▲New Holding9,3211.3%FinanceLMTLockheed Martin$2,486,393$21,303 ▲0.9%5,3691.3%AerospaceXLUUtilities Select Sector SPDR Fund$2,239,095$27,274 ▲1.2%27,4201.2%ETFNINiSource$1,965,837$43,446 ▲2.3%48,7321.0%UtilitiesSLViShares Silver Trust$1,930,409$20,014 ▼-1.0%58,8361.0%ETFNOCNorthrop Grumman$1,906,343$929,923 ▼-32.8%3,8131.0%AerospaceETREntergy$1,832,103$68,407 ▲3.9%22,0420.9%UtilitiesAEEAmeren$1,784,785$60,697 ▲3.5%18,5840.9%UtilitiesPEGPublic Service Enterprise Group$1,728,066$91,084 ▲5.6%20,5280.9%UtilitiesFTNTFortinet$1,710,550$4,229 ▲0.2%16,1800.9%Computer and TechnologyWECWEC Energy Group$1,706,606$46,891 ▲2.8%16,3780.9%UtilitiesPGProcter & Gamble$1,665,912$3,824 ▲0.2%10,4560.9%Consumer StaplesAVGOBroadcom$1,662,512$370,213 ▼-18.2%6,0310.9%Computer and TechnologyMCDMcDonald's$1,562,046$645,447 ▲70.4%5,3460.8%Retail/WholesalePORPortland General Electric$1,513,734$101,777 ▲7.2%37,2570.8%UtilitiesWMTWalmart$1,470,520$4,205 ▼-0.3%15,0390.8%Retail/WholesaleDVYiShares Select Dividend ETF$1,465,920$20,187 ▲1.4%11,0380.8%ETFNEENextEra Energy$1,451,579$58,244 ▲4.2%20,9100.7%UtilitiesRTXRTX$1,435,282$16,063 ▲1.1%9,8290.7%AerospaceRACEFerrari$1,295,554$48,093 ▲3.9%2,6400.7%Auto/Tires/TrucksCATCaterpillar$1,269,495$42,705 ▲3.5%3,2700.7%IndustrialsIBMInternational Business Machines$1,241,095$42,746 ▼-3.3%4,2100.6%Computer and TechnologyPCGPacific Gas & Electric$1,204,494$111,073 ▲10.2%86,4060.6%UtilitiesPHOInvesco Water Resources ETF$1,202,271$10,277 ▼-0.8%17,1970.6%ETFDVADaVita$1,181,765$34,188 ▼-2.8%8,2960.6%MedicalSMHVanEck Semiconductor ETF$1,159,145$31,517 ▲2.8%4,1560.6%ManufacturingTIPiShares TIPS Bond ETF$1,040,727$14,745 ▼-1.4%9,4580.5%ETFGOOGLAlphabet$1,035,218$5,287 ▲0.5%5,8740.5%Computer and TechnologyGE VERNOVA INC$915,959$915,959 ▲New Holding1,7310.5%COMIGFiShares Global Infrastructure ETF$884,839$9,413 ▲1.1%14,9470.5%ManufacturingGEGE Aerospace$867,442$363,450 ▲72.1%3,3700.4%AerospaceCOREWEAVE INC$858,185$858,185 ▲New Holding5,2630.4%COM CL ACEGConstellation Energy$851,149$271,774 ▼-24.2%2,6370.4%EnergyKOCocaCola$830,464$830,464 ▲New Holding11,7380.4%Consumer StaplesMCKMcKesson$828,816$751,137 ▼-47.5%1,1310.4%MedicalINSPInspire Medical Systems$758,499$145,601 ▲23.8%5,8450.4%MedicalXMESPDR S&P Metals & Mining ETF$711,102$4,571 ▲0.6%10,5790.4%ETFPROSHARES TR$611,043$108,388 ▲21.6%18,1530.3%SHORT QQQALCCAltC Acquisition$586,271$586,271 ▲New Holding10,4710.3%EnergyTLTWiShares 20+ Year Treasury Bond BuyWrite Strategy ETF$575,588$7,348 ▼-1.3%24,8310.3%ETFCMGChipotle Mexican Grill$574,639$16,452 ▼-2.8%10,2340.3%Retail/WholesaleCVXChevron$542,724$46,826 ▼-7.9%3,7900.3%EnergyQCOMQUALCOMM$537,705$280,798 ▲109.3%3,3760.3%Computer and TechnologyIHIiShares U.S. Medical Devices ETF$506,637$18,291 ▼-3.5%8,0880.3%ETFABTAbbott Laboratories$482,295$2,720 ▼-0.6%3,5460.2%MedicalDOGProShares Short Dow30$456,532$25 ▲0.0%17,9170.2%ETFDEXCOM INC$456,2470.0%467,0000.2%NOTE 0.250%11/1ADBEAdobe$450,328$100,202 ▼-18.2%1,1640.2%Computer and TechnologyAVIVAvantis International Large Cap Value ETF$439,912$4,667 ▼-1.0%7,0690.2%ETFHDHome Depot$437,1860.0%1,1920.2%Retail/WholesaleASTSAST SpaceMobile$435,243$8,458 ▲2.0%9,3140.2%Computer and TechnologyNVONovo Nordisk A/S$425,163$15,529 ▼-3.5%6,1600.2%MedicalERJEmbraer-Empresa Brasileira de Aeronautica$417,492$223,998 ▼-34.9%7,3360.2%AerospaceWTAIWisdomTree Artificial Intelligence and Innovation Fund$390,381$3,635 ▼-0.9%15,8950.2%FinanceXOMExxon Mobil$376,758$24,578 ▼-6.1%3,4950.2%EnergyOXYOccidental Petroleum$367,798$14,283 ▼-3.7%8,7550.2%EnergyPROSHARES TR$359,264$397 ▼-0.1%9,0540.2%SHORT S&P 500 NEDHRDanaher$330,089$10,667 ▼-3.1%1,6710.2%MedicalITAiShares U.S. Aerospace & Defense ETF$329,931$329,931 ▲New Holding1,7490.2%ETFCOINCoinbase Global$324,554$324,554 ▲New Holding9260.2%FinanceAITApplied Industrial Technologies$317,789$6,974 ▼-2.1%1,3670.2%IndustrialsVRTXVertex Pharmaceuticals$304,072$2,671 ▲0.9%6830.2%MedicalRSGRepublic Services$303,813$56,225 ▲22.7%1,2320.2%Business ServicesSPYSPDR S&P 500 ETF Trust$295,054$7,407 ▲2.6%4780.2%FinanceINSULET CORP$288,105$11,243 ▼-3.8%205,0000.1%NOTE 0.375% 9/0URIUnited Rentals$282,5250.0%3750.1%ConstructionXLKTechnology Select Sector SPDR Fund$280,306$1,772 ▲0.6%1,1070.1%ETFISRGIntuitive Surgical$279,127$2,519,746 ▼-90.0%5140.1%MedicalXLEEnergy Select Sector SPDR Fund$274,539$1,696 ▲0.6%3,2370.1%ETFNOWServiceNow$254,964$306,368 ▼-54.6%2480.1%Computer and TechnologyWAYFAIR INC$246,8830.0%250,0000.1%NOTE 0.625%10/0GOOGAlphabet$234,004$2,767,598 ▼-92.2%1,3190.1%Computer and TechnologyBSXBoston Scientific$226,957$3,974 ▲1.8%2,1130.1%MedicalSUSuncor Energy$225,524$30,709 ▼-12.0%6,0220.1%EnergyTHNQROBO Global Artificial Intelligence ETF$223,135$223,135 ▲New Holding4,0570.1%ETFGLOBAL X FDS$220,696$220,696 ▲New Holding3,6630.1%DEFENSE TECH ETFShowing largest 100 holdings. 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