Fox-Hill-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "INSP",
  null,
  null,
  null,
  "PCG",
  null,
  "ABT",
  "ADBE",
  null,
  "ALL",
  "GOOGL",
  "CAT",
  null,
  "AVGO",
  "AIT",
  "BSX",
  null,
  "DUK",
  "ERJ",
  null,
  "HD",
  null,
  null,
  "MCD",
  null,
  null,
  null,
  null,
  null,
  "QCOM",
  "ISRG",
  null,
  null,
  null,
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "RCAT",
  null,
  "MSFT",
  null,
  "GE",
  null,
  "NI",
  "OXY",
  null,
  null,
  "SMR",
  "ANET",
  "ORCL",
  "NOC",
  null,
  "PANW",
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  "LMT",
  "PG",
  null,
  "NOW",
  "RTX",
  "GLD",
  null,
  "RSG",
  "IBM",
  "TJX",
  "ASTS",
  "POR",
  null,
  null,
  null,
  null,
  null,
  null,
  "MMT",
  "SU",
  "ETR",
  "VRTX",
  null,
  "AEE",
  "APH",
  "WEC",
  "FTNT",
  "RACE",
  "PEG",
  "NVO",
  "AMZN",
  "VST",
  null,
  "WMT",
  null,
  null,
  "DVY",
  "NSC",
  null,
  null,
  null,
  "MCK",
  "BRK-B",
  "BJ",
  "CAVA",
  "CVX",
  "CMG",
  "CEG",
  "COST",
  "DHR",
  null,
  "DVA",
  "NEE",
  "ETN",
  "GOOG",
  "XOM",
  "LLY",
  "NFLX",
  "XLK",
  "URI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 127
Total Value: 169367037
Accession Number: 0001754960-25-000295
Form Type: 13F-HR
CIK: fox-hill-wealth-management
Manager Name: Fox-Hill-Wealth-Management

Data Enrichment

59% identified

75 identified52 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

127 positions • $169.4M total value

SEC FilingSEC DataHachi Filing

Manager:

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156727AB5

Shares:19.0K

Value:$18.6K

% of Portfolio:0.0% ($18.6K/$169.4M)

55024UAD1

Shares:18.0K

Value:$18.5K

% of Portfolio:0.0% ($18.5K/$169.4M)

819047AB7

Shares:17.0K

Value:$15.7K

% of Portfolio:0.0% ($15.7K/$169.4M)

338307AD3

Shares:14.0K

Value:$13.8K

% of Portfolio:0.0% ($13.8K/$169.4M)

679295AD7

Shares:13.0K

Value:$12.6K

% of Portfolio:0.0% ($12.6K/$169.4M)

94419LAF8

Shares:13.0K

Value:$12.1K

% of Portfolio:0.0% ($12.1K/$169.4M)

090043AB6

Shares:10.0K

Value:$9.5K

% of Portfolio:0.0% ($9.5K/$169.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip156727AB5)✕	19.0K	QoQ 0.00% (+0) YoY -5.00% (-1.0K)	All Managers (Combined)	$18.6K	0.0% ($18.6K/$169.4M)	QoQ +1.23% (+$227) YoY -4.14% (-$805)
(cusip55024UAD1)✕	18.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$18.5K	0.0% ($18.5K/$169.4M)	QoQ -6.33% (-$1.3K) YoY +17.17% (+$2.7K)
(cusip819047AB7)✕	17.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$15.7K	0.0% ($15.7K/$169.4M)	QoQ -10.24% (-$1.8K) YoY +1.06% (+$165)
(cusip338307AD3)✕	14.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$13.8K	0.0% ($13.8K/$169.4M)	QoQ +1.03% (+$141) YoY +4.56% (+$601)
(cusip679295AD7)✕	13.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$12.6K	0.0% ($12.6K/$169.4M)	QoQ +1.10% (+$138) YoY +1.86% (+$232)
(cusip94419LAF8)✕	13.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$12.1K	0.0% ($12.1K/$169.4M)	QoQ +1.16% (+$139) YoY +0.70% (+$85)
(cusip090043AB6)✕	10.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$9.5K	0.0% ($9.5K/$169.4M)	QoQ +0.08% (+$8) YoY +2.22% (+$208)