Fox Hill Wealth Management Portfolio
Invests via Fox Hill Wealth Management | Managed by Aryn Sands
Invests via Fox Hill Wealth Management
Managed by Aryn Sands
Automatically Tracked
Fox Hill Wealth Management Profile
Boutique wealth manager Fox Hill Wealth Management serves high-net-worth individuals and families, offering discretionary portfolio management, financial planning and tax-aware investment strategies. The firm emphasizes multi-asset allocation, low-turnover equity strategies and customized fixed-income sleeves, positioning itself as a relationship-driven alternative to larger wirehouse platforms. Relevant to allocators, it targets tax efficiency, concentrated advisory mandates and fee-based AUM growth across regional markets.
Boutique wealth manager Fox Hill Wealth Management serves high-net-worth individuals and families, offering discretionary portfolio management, financial planning and tax-aware investment strategies. The firm emphasizes multi-asset allocation, low-turnover equity strategies and customized fixed-income sleeves, positioning itself as a relationship-driven alternative to larger wirehouse platforms. Relevant to allocators, it targets tax efficiency, concentrated advisory mandates and fee-based AUM growth across regional markets.
Investment Philosophy & Strategy
A boutique, relationship-first wealth manager that prioritizes tax-aware, multi-asset solutions for high-net-worth clients. Strategy blends low-turnover, concentrated equity sleeves with customized fixed-income ladders and discretionary multi-asset allocations designed to control volatility and preserve after-tax returns. Capital deployment emphasizes fee-based AUM growth via tailored advisory mandates, regional distribution, and concentrated tax-efficient portfolios. Underwriting favors durable cash-flow businesses, high-quality credit, and liquidity-managed allocations with a long-term, risk-aware horizon and active tax management.
A boutique, relationship-first wealth manager that prioritizes tax-aware, multi-asset solutions for high-net-worth clients. Strategy blends low-turnover, concentrated equity sleeves with customized fixed-income ladders and discretionary multi-asset allocations designed to control volatility and preserve after-tax returns. Capital deployment emphasizes fee-based AUM growth via tailored advisory mandates, regional distribution, and concentrated tax-efficient portfolios. Underwriting favors durable cash-flow businesses, high-quality credit, and liquidity-managed allocations with a long-term, risk-aware horizon and active tax management.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
75.05%
Gain +0.32%
Monthly
1.69%
Yearly
22.23%
Drawdown
18.63%
$245.3M
Equity
Holdings
$245.3M
Investment
$175.4M
$92.16M
Profit +$657,537.35
Realized
$22.26M
Unrealized
$69.9M
Dividends
$5.15M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.32%
Profit
$657,537.35
Win %
64%
This Week
Compared To Last Week
Gain
-2.17%
Profit
-$5.43M
Win %
64%
This Month
Compared to last month
Gain
-0.14%
Profit
-$336,872.29
Win %
64%
This Year
Compared to last year
Gain
-0.4%
Profit
-$988,624.15
Win %
66%
RGTI Rigetti Computing Inc
+8.13%
+$26,894.5 
NOW ServiceNow, Inc.
+6.15%
+$19,071.15 
ASTS AST SpaceMobile, Inc.
+5.5%
+$39,010.8 
SMR NuScale Power Corporation
+5.49%
+$35,992.64 
ACHR Archer Aviation Inc.
+5.04%
+$3,446.66 
BLLN BillionToOne, Inc.
+4.96%
+$212,061.4 
DVA DaVita Inc.
+4.64%
+$60,508.68 
HD The Home Depot, Inc.
+4.32%
+$13,908.39 
LLY Eli Lilly and Company
+3.6%
+$417,991.5 
OKLO Oklo Inc.
+3.44%
+$13,074 
SLV iShares Silver Trust
+3.37%
+$40,519.44 
QCOM QUALCOMM Incorporated
+3.35%
+$21,570.96 
CNM Core & Main Inc.
+3.06%
+$76,800.64 
DHR Danaher Corporation
+3.03%
+$79,437.6 
ORCL Oracle Corporation
+2.98%
+$49,505.45 
NFLX Netflix, Inc.
+2.89%
+$51,995.52 
IBM International Business Machines Corporation
+2.73%
+$33,810.21 
MNST Monster Beverage Corporation
+2.53%
+$6,077.12 
IHI iShares U.S. Medical Devices ETF
+2.47%
+$9,451 
LH Labcorp Holdings Inc.
+2.42%
+$5,871.34 
MCK McKesson Corporation
+2.36%
+$24,781.77 
RSG Republic Services, Inc.
+2.33%
+$5,428.74 
CCJ Cameco Corporation
+2.2%
+$7,729.27 
VRTX Vertex Pharmaceuticals Incorporated
+2.09%
+$6,560.47 
LMT Lockheed Martin Corporation
+2.06%
+$53,420.76 
JPC Nuveen Preferred & Income Opportunities Fund
+1.99%
+$1,546.14 
MU Micron Technology, Inc.
+1.87%
+$134,741.25 
GLD SPDR Gold Shares
+1.78%
+$62,986.44 
MCD McDonald's Corporation
+1.77%
+$22,377.44 
GE General Electric Company
+1.62%
+$20,324.27 
VST Vistra Corp
+1.59%
+$39,651.73 
SHLD Global X Defense Tech ETF
+1.57%
+$5,535.66 
WMT Walmart Inc.
+1.47%
+$34,618.95 
GS The Goldman Sachs Group, Inc.
+1.46%
+$66,201.6 
PHO Invesco Water Resources ETF
+1.4%
+$15,621.85 
XME SPDR S&P Metals & Mining ETF
+1.38%
+$13,920.06 
ITA iShares U.S. Aerospace & Defense ETF
+1.28%
+$7,215.45 
TJX The TJX Companies, Inc.
+1.23%
+$48,443.26 
URI United Rentals, Inc.
+1.2%
+$4,394.9 
AVIV Avantis International Large Cap Value ETF
+1.11%
+$5,940 
MSFT Microsoft Corp.
+1.08%
+$253,425.5 
HWM Howmet Aerospace Inc.
+1.02%
+$33,666.3 
MDY SPDR S&P MidCap 400 ETF Trust
+1.01%
+$1,904.75 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
+0.92%
+$4,930.86 
DVY iShares Select Dividend ETF
+0.86%
+$14,465.25 
XOVR ERShares Private-Public Crossover ETF
+0.8%
+$3,316.7 
NOC Northrop Grumman Corporation
+0.77%
+$9,358.19 
NEE NextEra Energy, Inc.
+0.75%
+$15,242.06 
GOOGL Alphabet Inc
+0.45%
+$10,219.44 
ASML ASML Holding N.V. New York Registry Shares
+0.45%
+$2,403.12 
TIP iShares TIPS Bond ETF
+0.44%
+$4,537.9 
GOOG Alphabet Inc
+0.37%
+$16,693.74 
PG Procter & Gamble Co
+0.34%
+$1,836.45 
IGF iShares Global Infrastructure ETF
+0.33%
+$3,111.78 
NSC Norfolk Southern Corporation
+0.3%
+$9,641.24 
VLTO Veralto Corporation
+0.29%
+$672.51 
AMZN Amazon.com Inc
+0.27%
+$19,615.96 
RTX RTX Corporation
+0.26%
+$8,452.01 
PSQ ProShares Short QQQ
+0.16%
+$479.24 
KO The Coca-Cola Company
+0.12%
+$1,085.71 
JPM JPMorgan Chase & Co.
+0.09%
+$230.84 
LIDRW Aeye Inc. Warrant
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 2547
25470MAB5
0%
$0 9441
94419LAF8
0%
$0 5502
55024UAD1
0%
$0 8791
87918AAF2
0%
$0 8190
819047AB7
0%
$0 2935
29355AAK3
0%
$0 2987
298736AL3
0%
$0 1630
163092AF6
0%
$0 
PRIM Primoris Services Corporation
-5.52%
-$20,797.46 
ANET Arista Networks, Inc.
-5.05%
-$329,736.96 
AMAT Applied Materials, Inc.
-3.7%
-$6,665.62 
VRT Vertiv Holdings Co
-3.61%
-$7,462.35 
CSCO Cisco Systems, Inc.
-3.35%
-$20,025.72 
LRCX Lam Research Corporation
-3.3%
-$46,770.24 
INTC Intel Corporation
-2.8%
-$91,294.5 
SPCX Space Exploration Technologies Corp. Class A
-2.33%
-$11,037.72 
WDC Western Digital Corporation
-2.1%
-$6,710.17 
CRWD CrowdStrike Holdings, Inc.
-1.89%
-$5,664 
NVDA NVIDIA Corporation
-1.84%
-$294,741.26 
CAT Caterpillar Inc.
-1.8%
-$132,535.36 
GLW Corning Incorporated
-1.77%
-$44,470 
WTAI WisdomTree Artificial Intelligence and Innovation Fund
-1.64%
-$4,553.34 
CEG Constellation Energy Corporation
-1.63%
-$11,802.73 
GEV GE Vernova Inc.
-1.63%
-$33,741.33 
XLE Energy Select Sector SPDR Fund
-1.6%
-$6,904.44 
AMD Advanced Micro Devices, Inc.
-1.5%
-$3,702.29 
PCG PG&E Corporation
-1.48%
-$21,073.26 
PANW Palo Alto Networks, Inc.
-1.29%
-$138,569.61 
TSLA Tesla, Inc.
-1.29%
-$6,919.51 
POR Portland General Electric Company
-1.28%
-$23,966.79 
BE Bloom Energy Corporation
-1.27%
-$27,657.4 
OXY Occidental Petroleum Corporation
-1.21%
-$6,191.58 
CVX Chevron Corporation
-1.19%
-$9,656.9 
FTNT Fortinet Inc.
-1.16%
-$32,172.76 
THNQ Robo Global Artificial Intelligence ETF
-1.16%
-$4,183.14 
DOG ProShares Short Dow30
-1.07%
-$3,616.89 
SMH VanEck Semiconductor ETF
-1.04%
-$24,538.1 
AEE Ameren Corporation
-0.79%
-$17,137.01 
XLK State Street Technology Select Sector SPDR ETF
-0.67%
-$3,150.08 
FRPT Freshpet Inc.
-0.66%
-$2,521.8 
WEC WEC Energy Group Inc.
-0.64%
-$12,933.6 
DUK Duke Energy Corporation
-0.6%
-$21,653.28 
AVGO Broadcom Inc.
-0.56%
-$11,420.16 
ETR Entergy Corporation
-0.53%
-$13,229.15 
PEG Public Service Enterprise Group Incorporated
-0.5%
-$8,644.3 
COST Costco Wholesale Corporation
-0.41%
-$10,314.15 
SU Suncor Energy Inc.
-0.4%
-$1,671.6 
AIT Applied Industrial Technologies Inc.
-0.38%
-$1,631.7 
AAPL Apple Inc.
-0.28%
-$42,558.72 
PLTR Palantir Technologies Inc.
-0.23%
-$14,957.28 
XLU Utilities Select Sector SPDR Fund
-0.22%
-$5,717.34 
RBC RBC Bearings Incorporated
-0.15%
-$249.48 
QQQ Invesco QQQ Trust, Series 1
-0.13%
-$296.4 
META Meta Platforms Inc Class A
-0.11%
-$1,975.38 
BRK-B Berkshire Hathaway Inc.
-0.08%
-$3,427.2 
NI NiSource Inc.
-0.05%
-$1,111.98 Events
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Dividends
Dividend Analysis
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| Trades 1197 | Longs Won 772/1197 64% | Profit Factor 6.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $443,561.55 |
| Average Win $141,858.89 | Best Trade (Oct 14) $6.05M | Sharpe Ratio -77.68 |
| Average Loss -$40,907.12 | Worst Trade (Jun 29) -$1.55M | Z-Score -1.75 (93.37%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 5d | Expectancy $76,993.38 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,988 | 5,389 | 4,790 | 4,192 | 3,593 | 2,994 | 2,395 | 1,796 | 1,198 | 599 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 1630 163092AF6 | 103,000 | $84,597.38 | $84,577.72 | - | -$19.66 | -0.02% | 0.0 |
| 2547 25470MAB5 | 79,000 | $42,385.72 | $42,385.72 | - | - | - | 0.0 |
| 2935 29355AAK3 | 30,000 | $26,569.83 | $26,796.52 | - | $226.69 | 0.85% | 0.0 |
| 2987 298736AL3 | 53,000 | $49,925.65 | $49,677.31 | - | -$248.34 | -0.5% | 0.0 |
| 5502 55024UAD1 | 18,000 | $15,930.06 | $15,937.41 | - | $7.35 | 0.05% | 0.0 |
| 8190 819047AB7 | 17,000 | $14,203.06 | $13,793.54 | - | -$409.52 | -2.88% | 0.0 |
| 8791 87918AAF2 | 21,000 | $17,127 | $17,127 | - | - | - | 0.0 |
| 9441 94419LAF8 | 13,000 | $11,512.46 | $11,421.09 | - | -$91.37 | -0.79% | 0.0 |
| AAPL Apple Inc. | 44,332 | $9.21M | $15.16M | - | $5.95M | 64.6% | -0.28% |
| ACHR Archer Aviation Inc. | 16,813 | $142,874.66 | $71,875.57 | - | -$70,999.09 | -49.69% | +5.037% |
| AEE Ameren Corporation | 20,647 | $1.58M | $2.14M | - | $561,015.14 | 35.48% | -0.794% |
| AIT Applied Industrial Technologies Inc. | 1,295 | $256,264.37 | $432,193.3 | - | $175,928.93 | 68.65% | -0.376% |
| AMAT Applied Materials, Inc. | 403 | $291,219 | $173,326.27 | - | -$117,892.73 | -40.48% | -3.703% |
| AMD Advanced Micro Devices, Inc. | 431 | $250,372 | $242,321.13 | - | -$8,050.87 | -3.22% | -1.505% |
| AMZN Amazon.com Inc | 28,847 | $4.87M | $7.35M | - | $2.48M | 50.81% | +0.268% |
| ANET Arista Networks, Inc. | 33,408 | $3.66M | $6.2M | - | $2.54M | 69.37% | -5.051% |
| ASML ASML Holding N.V. New York Registry Shares | 323 | $344,948.85 | $535,353.12 | - | $190,404.27 | 55.2% | +0.451% |
| ASTS AST SpaceMobile, Inc. | 16,815 | $771,968.3 | $747,594.9 | - | -$24,373.4 | -3.16% | +5.505% |
| AVGO Broadcom Inc. | 5,948 | $973,803.09 | $2.05M | - | $1.07M | 110.32% | -0.555% |
| AVIV Avantis International Large Cap Value ETF | 6,750 | $347,490.18 | $538,785 | - | $191,294.82 | 55.05% | +1.115% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Fox Hill Wealth Management?
The largest contributions to the portfolio's profits come from the following stocks: Amphenol Corporation - $2.76M, SPDR Gold Shares - $2.6M, Palantir Technologies Inc - $2.18M, iShares Silver Trust - $2.06M, and NVIDIA Corporation - $2.04M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Robinhood Markets, Inc - $1.58M, Adobe Inc - $1.28M, Novo Nordisk A/S Sponsored ADR - $1.1M, Toyota Motor Corporation - $396,798.05, and Tesla, Inc - $233,916.78. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Fox Hill Wealth Management's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.15M earned over time. The largest contributors to dividend income include Microsoft Corp - $386,402.2, Duke Energy Corporation - $282,484.85, Portland General Electric Company - $194,035.98, WEC Energy Group Inc - $160,849.29, and Eli Lilly and Company - $159,310.24. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Fox Hill Wealth Management's monthly returns?
Fox Hill Wealth Management's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Fox Hill Wealth Management's strategy be considered aggressive or moderate?
Fox Hill Wealth Management's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Fox Hill Wealth Management's strategy?
Fox Hill Wealth Management's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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