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| Fox Hill Wealth Management
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| |
|---|---|
| CRD # | 321881 |
| SEC # | 801-127922 |
| CIK # | 0002016110 |
| AUM | $198.4 MM (2024-07-22) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 781-613-2600 |
| Address | 84 Bridge Street Dedham, MA 02026 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 18.6 | |
| NVDA | 399,550.0 | 10.1 | |
| LLY | 301,789.7 | 9.6 | |
| AAPL | 2,382,844.0 | 8.4 | |
| COST | 207,576.9 | 5.6 | |
| ADBE | 172,760.2 | 4.6 | |
| AMZN | 1,092,997.8 | 4.3 | |
| NVO | 245,328.6 | 4.1 | |
| GLD | 3.9 | ||
| NFLX | 79,791.6 | 3.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 241 | 63.1 |
| (b) Individuals (high net worth individuals) | 61 | 134.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 917 | 198.4 |
| By Discretionary | ||
| Discretionary | 846 | 187.2 |
| Non-Discretionary | 71 | 11.2 |
| Total | 917 | 198.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 198.4 | |
| Total | 917 | 198.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002016110] |
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|---|---|---|
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NJ | 0.2 |
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ID | 0.2 |
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TX | 0.2 |
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VT | 0.2 |
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