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.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SPTM | SPDR SER TR | 3 | 3 | 18.50% | 18.95% | 19.42% | Q4 2023 | Q2 2024 | 3 |
QQQ | INVESCO QQQ TR | 3 | 3 | 17.15% | 17.49% | 18.15% | Q4 2023 | Q2 2024 | 3 |
DLN | WISDOMTREE TR | 3 | 3 | 16.06% | 16.50% | 17.03% | Q4 2023 | Q2 2024 | 3 |
XLK | SELECT SECTOR SPDR TR | 3 | 3 | 15.35% | 15.65% | 16.16% | Q4 2023 | Q2 2024 | 3 |
SPSM | SPDR SER TR | 3 | 3 | 2.55% | 10.48% | 14.74% | Q4 2023 | Q2 2024 | 3 |
IWR | ISHARES TR | 3 | 3 | 10.00% | 10.08% | 10.20% | Q4 2023 | Q2 2024 | 3 |
OMFL | INVESCO EXCH TRD SLF I... | 3 | 3 | 5.01% | 5.08% | 5.14% | Q4 2023 | Q2 2024 | 3 |
DIVO | AMPLIFY ETF TR | 3 | 3 | 0.45% | 0.74% | 1.13% | Q4 2023 | Q2 2024 | 3 |
XSHQ | INVESCO EXCH TRADED FD... | 3 | 3 | 0.49% | 0.50% | 0.51% | Q4 2023 | Q2 2024 | 3 |
SPYG | SPDR SER TR | 3 | 3 | 0.47% | 0.49% | 0.51% | Q4 2023 | Q2 2024 | 3 |
IJH | ISHARES TR | 3 | 3 | 0.32% | 0.33% | 0.34% | Q4 2023 | Q2 2024 | 3 |
VDC | VANGUARD WORLD FDS | 3 | 3 | 0.28% | 0.32% | 0.34% | Q4 2023 | Q2 2024 | 3 |
DGRW | WISDOMTREE TR | 3 | 3 | 0.29% | 0.30% | 0.31% | Q4 2023 | Q2 2024 | 3 |
SMLF | ISHARES TR | 1 | 1 | 9.31% | 9.31% | 9.31% | Q2 2024 | Q2 2024 | 1 |
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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.