| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 3 | Q2 2024 | 11.6% |
| APPLE INC | 3 | Q2 2024 | 6.9% |
| ELI LILLY & CO | 3 | Q2 2024 | 5.9% |
| NVIDIA CORPORATION | 3 | Q2 2024 | 6.2% |
| ADOBE INC | 3 | Q2 2024 | 4.1% |
| COSTCO WHSL CORP NEW | 3 | Q2 2024 | 3.4% |
| AMAZON COM INC | 3 | Q2 2024 | 2.6% |
| SPDR GOLD TR | 3 | Q2 2024 | 2.5% |
| META PLATFORMS INC | 3 | Q2 2024 | 2.5% |
| NOVO-NORDISK A S | 3 | Q2 2024 | 2.5% |
View Fox Hill Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-07 |
| N-PX | 2024-08-07 |
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-04-17 |
View Fox Hill Wealth Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.