Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
MICROSOFT CORP | 41,039 | +2,989 | $17,266 |
MSFT | 41,039 | +2,989 | $17,266 |
ELI LILLY & CO | 10,540 | +492 | $8,200 |
LLY | 10,540 | +492 | $8,200 |
APPLE INC | 39,161 | -7,437 | $6,715 |
AAPL | 39,161 | -7,437 | $6,715 |
NVIDIA CORPORATION | 6,955 | +612 | $6,284 |
NVDA | 6,955 | +612 | $6,284 |
COSTCO WHSL CORP NEW | 6,521 | +154 | $4,777 |
COST | 6,521 | +154 | $4,777 |
ADOBE INC | 9,124 | +271 | $4,604 |
ADBE | 9,124 | +271 | $4,604 |
AMAZON COM INC | 21,743 | +743 | $3,922 |
AMZN | 21,743 | +743 | $3,922 |
META PLATFORMS INC | 7,665 | +774 | $3,722 |
META | 7,665 | +774 | $3,722 |
NOVO NORDISK A S | 28,320 | +15,525 | $3,636 |
NVO | 28,320 | +15,525 | $3,636 |
SPDR GOLD TR (GLD) | 16,977 | +193 | $3,493 |
GLD | 16,977 | +193 | $3,493 |
CROWDSTRIKE HLDGS INC | 8,411 | -881 | $2,696 |
CRWD | 8,411 | -881 | $2,696 |
NORFOLK SOUTHN CORP | 10,578 | -1,402 | $2,696 |
NSC | 10,578 | -1,402 | $2,696 |
PALO ALTO NETWORKS INC | $2,610 | ||
PANW | 7,544 | +2,116 | $2,143 |
NOTE 0 | 164,000 | +5,000 | $467 |
NETFLIX INC | 4,143 | -66 | $2,516 |
NFLX | 4,143 | -66 | $2,516 |
ARISTA NETWORKS INC | 8,591 | +49 | $2,491 |
ANET | 8,591 | +49 | $2,491 |
BERKSHIRE HATHAWAY INC DEL | $2,299 | ||
BRK.B | 5,467 | +365 | $2,299 |
DRAFTKINGS INC NEW | 50,202 | +199 | $2,280 |
DKNG | 50,202 | +199 | $2,280 |
ALPHABET INC | 14,471 | +1,100 | $2,203 |
GOOG | 14,471 | +1,100 | $2,203 |
DAVITA INC | 15,734 | +9,135 | $2,172 |
DVA | 15,734 | +9,135 | $2,172 |
TJX COS INC NEW | 20,927 | +1,268 | $2,122 |
TJX | 20,927 | +1,268 | $2,122 |
ISHARES TR (TIP) | 18,978 | -4,208 | $2,038 |
TIP | 18,978 | -4,208 | $2,038 |
TOYOTA MOTOR CORP | 7,465 | +7,465 | $1,879 |
TM | 7,465 | +7,465 | $1,879 |
VISTRA CORP | 26,579 | -8,767 | $1,851 |
VST | 26,579 | -8,767 | $1,851 |
MCKESSON CORP | 3,412 | -78 | $1,832 |
MCK | 3,412 | -78 | $1,832 |
DUKE ENERGY CORP NEW | 18,402 | +11,740 | $1,780 |
DUK | 18,402 | +11,740 | $1,780 |
CAVA GROUP INC | 25,279 | +25,279 | $1,771 |
CAVA | 25,279 | +25,279 | $1,771 |
AMPHENOL CORP NEW | 15,291 | +15,291 | $1,764 |
APH | 15,291 | +15,291 | $1,764 |
ABBOTT LABS | 14,604 | -31 | $1,660 |
ABT | 14,604 | -31 | $1,660 |
ORACLE CORP | 12,330 | +156 | $1,549 |
ORCL | 12,330 | +156 | $1,549 |
BROADCOM INC | 1,132 | -27 | $1,500 |
AVGO | 1,132 | -27 | $1,500 |
CHIPOTLE MEXICAN GRILL INC | 513 | +56 | $1,491 |
CMG | 513 | +56 | $1,491 |
FERRARI N V | 3,396 | +462 | $1,480 |
RACE | 3,396 | +462 | $1,480 |
ISHARES TR (DVY) | 11,111 | +11,111 | $1,369 |
DVY | 11,111 | +11,111 | $1,369 |
NISOURCE INC | 48,922 | +1,285 | $1,353 |
NI | 48,922 | +1,285 | $1,353 |
AMEREN CORP | 17,160 | +1,679 | $1,269 |
AEE | 17,160 | +1,679 | $1,269 |
WEC ENERGY GROUP INC | 15,164 | +2,393 | $1,245 |
WEC | 15,164 | +2,393 | $1,245 |
PUBLIC SVC ENTERPRISE GRP IN | 18,297 | +702 | $1,222 |
PEG | 18,297 | +702 | $1,222 |
SEMPRA | 16,573 | +801 | $1,190 |
SRE | 16,573 | +801 | $1,190 |
FORTINET INC | 17,341 | -6,068 | $1,185 |
FTNT | 17,341 | -6,068 | $1,185 |
ISHARES SILVER TR (SLV) | 50,574 | +212 | $1,151 |
SLV | 50,574 | +212 | $1,151 |
NEXTERA ENERGY INC | 17,854 | +867 | $1,141 |
NEE | 17,854 | +867 | $1,141 |
PORTLAND GEN ELEC CO | 26,991 | +1,429 | $1,134 |
POR | 26,991 | +1,429 | $1,134 |
ENTERGY CORP NEW | 10,015 | +1,777 | $1,058 |
ETR | 10,015 | +1,777 | $1,058 |
VANECK ETF TRUST (SMH) | 4,313 | +66 | $970 |
SMH | 4,313 | +66 | $970 |
ALPHABET INC | 6,240 | +422 | $942 |
GOOGL | 6,240 | +422 | $942 |
NORTHROP GRUMMAN CORP | 1,864 | -89 | $892 |
NOC | 1,864 | -89 | $892 |
JOHNSON & JOHNSON | 5,588 | -104 | $884 |
JNJ | 5,588 | -104 | $884 |
WALMART INC | 14,243 | +9,559 | $857 |
WMT | 14,243 | +9,559 | $857 |
CATERPILLAR INC | 2,308 | +330 | $846 |
CAT | 2,308 | +330 | $846 |
ISHARES TR (IGF) | 17,238 | -12 | $821 |
IGF | 17,238 | -12 | $821 |
See Full List: All Stocks Held By Fox Hill Wealth Management
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Fox Hill Wealth Management
Size ($ in 1000's)
At 03/31/2024: $148,540 At 12/31/2023: $130,360 Fox Hill Wealth Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Fox Hill Wealth Management 13F filings. Link to 13F filings: SEC filings |