Fox Financial, Inc holdings history

14 is the total number of securities Fox Financial, Inc has owned. The longest Fox Financial, Inc has owned a single stock is 3 quarters.

Fox Financial, Inc historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SPTM SPDR SER TR3318.50%18.95%19.42%Q4 2023Q2 20243
QQQ INVESCO QQQ TR3317.15%17.49%18.15%Q4 2023Q2 20243
DLN WISDOMTREE TR3316.06%16.50%17.03%Q4 2023Q2 20243
XLK SELECT SECTOR SPDR TR3315.35%15.65%16.16%Q4 2023Q2 20243
SPSM SPDR SER TR332.55%10.48%14.74%Q4 2023Q2 20243
IWR ISHARES TR3310.00%10.08%10.20%Q4 2023Q2 20243
OMFL INVESCO EXCH TRD SLF I...335.01%5.08%5.14%Q4 2023Q2 20243
DIVO AMPLIFY ETF TR330.45%0.74%1.13%Q4 2023Q2 20243
XSHQ INVESCO EXCH TRADED FD...330.49%0.50%0.51%Q4 2023Q2 20243
SPYG SPDR SER TR330.47%0.49%0.51%Q4 2023Q2 20243
IJH ISHARES TR330.32%0.33%0.34%Q4 2023Q2 20243
VDC VANGUARD WORLD FDS330.28%0.32%0.34%Q4 2023Q2 20243
DGRW WISDOMTREE TR330.29%0.30%0.31%Q4 2023Q2 20243
SMLF ISHARES TR119.31%9.31%9.31%Q2 2024Q2 20241

The securities at the top of the list , including SPDR SER TR, INVESCO QQQ TR, and WISDOMTREE TR, are the highest-conviction holdings of Fox Financial, Inc.

The conviction is calculated by counting the number of quarters a security has been reported by Fox Financial, Inc. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Fox Financial, Inc owns currently or has owned in the past.