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  Name: Fox Hill Wealth Management
  City: DEDHAM
  State: MA
  Zip: 02026
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $148,540,000
  Total Value Change : $18,180,000
  Securities Held Change : 5
   
All Securities Held : 143
  New Positions : 19
  Closed Positions : 10
  Increased Positions : 80
  Unchanged Positions : 9
  Decreased Positions : 35

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Holdings Found : 15     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (TM)1 Year Chart         TM Toyota Motor Corporation (ADR) 22 New $232.88 $1,879,000 7,465 1.26% 1,879,000 7,465 0.005    Auto Manufacturers
   (CAVA)1 Year Chart         CAVA Cava Group, Inc. 26 New $85.04 $1,771,000 25,279 1.19% 1,771,000 25,279 0.022    N/A
   (APH)1 Year Chart         APH Amphenol Corp 27 New $130.64 $1,764,000 15,291 1.19% 1,764,000 15,291 0.003    Diversified Electronics
   (DVY)1 Year Chart         DVY iShares Dow Select Div 33 New $121.96 $1,369,000 11,111 0.92% 1,369,000 11,111 0.007    Closed - End Fund - E...
   (NOW)1 Year Chart         NOW Servicenow, Inc. 59 New $698.81 $505,000 662 0.34% 505,000 662 0    Information Technolog...
   (AIT)1 Year Chart         AIT Applied Industrial Technolo... 71 New $187.16 $367,000 1,857 0.25% 367,000 1,857 0.005    Industrial Equipment ...
   (WTAI)1 Year Chart         WTAI Wisdomtree Artificial Intel... 72 New $0.00 $356,000 17,150 0.24% 356,000 17,150 0.205    N/A
   (SMCI)1 Year Chart         SMCI Super Micro Computer Inc 73 New $769.11 $326,000 323 0.22% 326,000 323 0.001    Networking & Communic...
   (DECK)1 Year Chart         DECK Deckers Outdoor Corp 82 New $1,044.31 $282,000 300 0.19% 282,000 300 0.001    Textile - Apparel Foo...
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 85 New $112.75 $233,000 2,005 0.16% 233,000 2,005 0    Integrated Oil & Gas
   (LOW)1 Year Chart         LOW Lowes Companies Inc 86 New $216.67 $217,000 853 0.15% 217,000 853 0    Home Improvement Stores
   (STZ)1 Year Chart         STZ Constellation Brands Inc 87 New $250.93 $213,000 782 0.14% 213,000 782 0    Beverage - Wineries &...
   (XLK)1 Year Chart         XLK SPDR Technology Sector 88 New $215.60 $211,000 1,011 0.14% 211,000 1,011 0    Closed - End Fund - E...
   (IBM)1 Year Chart         IBM International Business Mach... 89 New $170.01 $206,000 1,076 0.14% 206,000 1,076 0    Diversified Computer ...
   (MDY)1 Year Chart         MDY Standrd Poor Mdcp 400 SPDR 91 New $534.67 $201,000 361 0.14% 201,000 361 0.001    Closed - End Fund - E...

      15 Records Found
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