Fox Hill Wealth Management Top Holdings and 13F Report (2025) About Fox Hill Wealth ManagementInvestment ActivityFox Hill Wealth Management has $176.80 million in total holdings as of December 31, 2024.Fox Hill Wealth Management owns shares of 128 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 8.58% of the portfolio was purchased this quarter.About 12.05% of the portfolio was sold this quarter.This quarter, Fox Hill Wealth Management has purchased 133 new stocks and bought additional shares in 32 stocks.Fox Hill Wealth Management sold shares of 72 stocks and completely divested from 13 stocks this quarter.Largest Holdings Microsoft $17,371,766Apple $12,558,701NVIDIA $9,441,557Eli Lilly and Company $7,242,216Costco Wholesale $6,195,452 Largest New Holdings this Quarter ARISTA NETWORKS INC $3,432,467 HoldingIntuitive Surgical $2,636,479 HoldingConstellation Energy $2,516,281 HoldingEaton $1,336,708 HoldingPROSHARES TR $383,540 Holding Largest Purchases this Quarter ARISTA NETWORKS INC 30,882 shares (about $3.43M)Intuitive Surgical 5,051 shares (about $2.64M)Constellation Energy 11,248 shares (about $2.52M)Eaton 4,028 shares (about $1.34M)Palo Alto Networks 5,734 shares (about $1.04M) Largest Sales this Quarter Caterpillar 5,820 shares (about $2.11M)Novo Nordisk A/S 18,638 shares (about $1.60M)Adobe 2,598 shares (about $1.16M)Abbott Laboratories 9,358 shares (about $1.06M)iShares TIPS Bond ETF 8,972 shares (about $955.99K) 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$17,371,766$579,565 ▼-3.2%41,2149.8%Computer and TechnologyAAPLApple$12,558,701$206,845 ▼-1.6%50,1517.1%Computer and TechnologyNVDANVIDIA$9,441,557$589,535 ▼-5.9%70,3075.3%Computer and TechnologyLLYEli Lilly and Company$7,242,216$748,077 ▼-9.4%9,3814.1%MedicalCOSTCostco Wholesale$6,195,452$98,035 ▼-1.6%6,7623.5%Retail/WholesaleAMZNAmazon.com$5,255,992$506,578 ▼-8.8%23,9573.0%Retail/WholesaleNFLXNetflix$5,128,071$328,917 ▼-6.0%5,7532.9%Consumer DiscretionaryGLDSPDR Gold Shares$4,321,083$71,913 ▼-1.6%17,8462.4%FinanceMETAMeta Platforms$4,267,904$318,527 ▼-6.9%7,2892.4%Computer and TechnologyPALANTIR TECHNOLOGIES INC$4,153,099$98,091 ▼-2.3%54,9142.3%CL AARISTA NETWORKS INC$3,432,467$3,432,467 ▲New Holding30,8821.9%COM SHSBRK.BBerkshire Hathaway$3,016,873$112,408 ▲3.9%6,6561.7%FinanceVSTVistra$2,953,171$44,394 ▲1.5%21,4201.7%UtilitiesGOOGAlphabet$2,896,854$209,870 ▼-6.8%15,2111.6%Computer and TechnologyTJXTJX Companies$2,820,389$63,545 ▲2.3%23,3461.6%Retail/WholesaleDUKDuke Energy$2,814,686$141,569 ▲5.3%26,1251.6%UtilitiesCAVACAVA Group$2,697,951$135,930 ▲5.3%23,9171.5%Retail/WholesaleISRGIntuitive Surgical$2,636,479$2,636,479 ▲New Holding5,0511.5%MedicalCEGConstellation Energy$2,516,281$2,516,281 ▲New Holding11,2481.4%EnergyORCLOracle$2,479,635$27,829 ▲1.1%14,8801.4%Computer and TechnologyAPHAmphenol$2,447,920$52,643 ▲2.2%35,2471.4%Computer and TechnologyNOCNorthrop Grumman$2,431,861$781,837 ▲47.4%5,1821.4%AerospaceNSCNorfolk Southern$2,350,166$7,276 ▲0.3%10,0131.3%TransportationDVADaVita$2,293,499$76,420 ▼-3.2%15,3361.3%MedicalPANWPalo Alto Networks$2,147,128$1,043,359 ▲94.5%11,8001.2%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$2,046,830$23,767 ▼-1.1%27,0421.2%ETFLMTLockheed Martin$2,039,004$15,550 ▲0.8%4,1961.2%AerospaceNINiSource$1,806,919$7,278 ▼-0.4%49,1561.0%UtilitiesMCKMcKesson$1,794,668$1,140 ▲0.1%3,1491.0%MedicalAVGOBroadcom$1,759,202$294,669 ▼-14.3%7,5881.0%Computer and TechnologyPGProcter & Gamble$1,727,867$36,549 ▼-2.1%10,3061.0%Consumer StaplesETREntergy$1,655,868$814,211 ▲96.7%21,8400.9%UtilitiesAEEAmeren$1,632,376$5,349 ▲0.3%18,3120.9%UtilitiesPEGPublic Service Enterprise Group$1,612,673$16,982 ▲1.1%19,0880.9%UtilitiesSMRNuScale Power$1,595,896$379,148 ▲31.2%89,0070.9%Computer and TechnologySRESempra$1,546,233$4,035 ▲0.3%17,6270.9%UtilitiesSLViShares Silver Trust$1,536,513$13,270 ▼-0.9%58,3560.9%ETFFTNTFortinet$1,533,788$2,268 ▼-0.1%16,2340.9%Computer and TechnologyWECWEC Energy Group$1,512,647$15,141 ▲1.0%16,0850.9%UtilitiesDVYiShares Select Dividend ETF$1,458,449$6,302 ▲0.4%11,1090.8%ETFNEENextEra Energy$1,359,358$44,734 ▲3.4%18,9620.8%UtilitiesETNEaton$1,336,708$1,336,708 ▲New Holding4,0280.8%IndustrialsPORPortland General Electric$1,323,511$36,902 ▲2.9%30,3420.7%UtilitiesCMGChipotle Mexican Grill$1,300,309$59,757 ▼-4.4%21,5640.7%Retail/WholesaleWMTWalmart$1,297,088$28,280 ▼-2.1%14,3560.7%Retail/WholesaleADBEAdobe$1,285,570$1,155,279 ▼-47.3%2,8910.7%Computer and TechnologyPHOInvesco Water Resources ETF$1,166,733$38,948 ▼-3.2%17,7340.7%ETFRACEFerrari$1,122,427$276,996 ▼-19.8%2,6420.6%Auto/Tires/TrucksGOOGLAlphabet$1,081,728$152,964 ▼-12.4%5,7140.6%Computer and TechnologyTIPiShares TIPS Bond ETF$1,031,643$955,991 ▼-48.1%9,6820.6%ETFNVONovo Nordisk A/S$1,007,277$1,603,213 ▼-61.4%11,7100.6%MedicalIBMInternational Business Machines$967,427$34,072 ▲3.7%4,4010.5%Computer and TechnologySMHVanEck Semiconductor ETF$954,331$67,077 ▼-6.6%3,9410.5%ManufacturingALLAllstate$902,061$1,735 ▼-0.2%4,6790.5%FinanceMCDMcDonald's$856,454$870 ▲0.1%2,9540.5%Retail/WholesaleVRTVertiv$835,954$56,919 ▼-6.4%7,3580.5%Computer and TechnologyIGFiShares Global Infrastructure ETF$787,171$25,507 ▼-3.1%15,0600.4%ManufacturingNOWServiceNow$715,581$215,204 ▲43.0%6750.4%Computer and TechnologyRTXRTX$655,438$2,314 ▲0.4%5,6640.4%AerospaceTLTWiShares 20+ Year Treasury Bond BuyWrite Strategy ETF$602,041$611,073 ▼-50.4%25,5970.3%ETFPALO ALTO NETWORKS INC$597,2440.0%164,0000.3%NOTE 0.375% 6/0XMESPDR S&P Metals & Mining ETF$596,126$12,486 ▼-2.1%10,5040.3%ETFCVXChevron$591,943$15,063 ▲2.6%4,0870.3%EnergyPROSHARES TR$525,520$53,820 ▼-9.3%14,0510.3%SHORT QQQIHIiShares U.S. Medical Devices ETF$487,689$14,237 ▼-2.8%8,3580.3%ETFABTAbbott Laboratories$481,735$1,058,482 ▼-68.7%4,2590.3%MedicalHDHome Depot$460,714$25,682 ▼-5.3%1,1840.3%Retail/WholesaleCATCaterpillar$454,614$2,111,615 ▼-82.3%1,2530.3%IndustrialsOXYOccidental Petroleum$449,384$35,625 ▼-7.3%9,0950.3%EnergyDEXCOM INC$448,704$27,864 ▼-5.8%467,0000.3%NOTE 0.250%11/1DOGProShares Short Dow30$409,410$27,469 ▼-6.3%15,4260.2%ETFAVIVAvantis International Large Cap Value ETF$407,571$25,742 ▼-5.9%7,8530.2%ETFDHRDanaher$406,304$24,332 ▼-5.7%1,7700.2%MedicalPROSHARES TR$383,540$383,540 ▲New Holding9,0500.2%SHORT S&P 500 NEXOMExxon Mobil$383,451$25,277 ▲7.1%3,5650.2%EnergyWTAIWisdomTree Artificial Intelligence and Innovation Fund$361,460$5,258 ▼-1.4%16,4300.2%FinanceASTSAST SpaceMobile$356,442$115,480 ▲47.9%16,8930.2%Computer and TechnologyBOOKING HOLDINGS INC$348,858$5,286 ▼-1.5%132,0000.2%NOTE 0.750% 5/0AITApplied Industrial Technologies$343,639$99,140 ▼-22.4%1,4350.2%IndustrialsHOLXHologic$318,133$2,884 ▲0.9%4,4130.2%MedicalURIUnited Rentals$307,840$2,113 ▲0.7%4370.2%ConstructionINSMED INC$286,177$4,336 ▼-1.5%132,0000.2%NOTE 0.750% 6/0XLEEnergy Select Sector SPDR Fund$276,433$1,114 ▼-0.4%3,2270.2%ETFVRTXVertex Pharmaceuticals$273,031$6,041 ▼-2.2%6780.2%MedicalINSULET CORP$268,793$5,048 ▼-1.8%213,0000.2%NOTE 0.375% 9/0XLKTechnology Select Sector SPDR Fund$261,773$10,927 ▲4.4%1,1260.1%ETFSPYSPDR S&P 500 ETF Trust$256,160$19,344 ▲8.2%4370.1%FinanceSUSuncor Energy$251,366$4,460 ▼-1.7%7,0450.1%EnergyWRBYWarby Parker$247,402$247,402 ▲New Holding10,2190.1%Consumer StaplesQCOMQUALCOMM$244,923$10,295 ▼-4.0%1,5940.1%Computer and TechnologyWAYFAIR INC$243,871$7,651 ▼-3.0%255,0000.1%NOTE 0.625%10/0RCATRed Cat$218,797$218,797 ▲New Holding17,0270.1%Business ServicesLOWLowe's Companies$210,7670.0%8540.1%Retail/WholesaleTHNQROBO Global Artificial Intelligence ETF$203,791$203,791 ▲New Holding4,1590.1%ETFERJEmbraer$202,254$18,340 ▼-8.3%5,5140.1%AerospaceIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$200,027$2,585 ▼-1.3%3,8690.1%ManufacturingHUBSPOT INC$193,894$2,454 ▼-1.3%79,0000.1%NOTE 0.375% 6/0SOUTHWEST AIRLS CO$193,170$14,385 ▼-6.9%188,0000.1%NOTE 1.250% 5/0BURLINGTON STORES INC$171,460$3,897 ▼-2.2%132,0000.1%NOTE 2.250% 4/1DATADOG INC$162,822$3,101 ▼-1.9%105,0000.1%NOTE 0.125% 6/1Showing largest 100 holdings. 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