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:
72.98%
Gain -1.08%
Monthly
1.73%
Yearly
22.8%
Drawdown
18.63%
$243M
Equity
Holdings
$243M
Investment
$175.4M
$89.83M
Profit -$2.17M
Realized
$22.23M
Unrealized
$67.6M
Dividends
$4.89M
Goals
Avg. 46.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.08%
Profit
-$2.17M
Win %
66%
This Week
Compared To Last Week
Gain
-1.47%
Profit
-$3.62M
Win %
66%
This Month
Compared to last month
Gain
-0.89%
Profit
-$2.17M
Win %
66%
This Year
Compared to last year
Gain
-1.34%
Profit
-$3.32M
Win %
67%
PLTR Palantir Technologies Inc.
+361.13%
+$4.28M 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
+317.78%
+$438,024.56 
VST Vistra Corp
+264.79%
+$1.68M 
MU Micron Technology, Inc.
+178.46%
+$4.75M 
INTC Intel Corporation
+176.6%
+$1.97M 
FTNT Fortinet Inc.
+169.96%
+$1.5M 
RTX RTX Corporation
+167.99%
+$2.44M 
SLV iShares Silver Trust
+163.73%
+$854,984.33 
ASTS AST SpaceMobile, Inc.
+156.48%
+$688,069.8 
CAT Caterpillar Inc.
+152.45%
+$4.99M 
LLY Eli Lilly and Company
+119.64%
+$6.7M 
GOOG Alphabet Inc
+118.44%
+$2.45M 
SU Suncor Energy Inc.
+111.24%
+$198,585.8 
GLD SPDR Gold Shares
+108.48%
+$1.95M 
GLW Corning Incorporated
+94.93%
+$1.39M 
XME SPDR S&P Metals & Mining ETF
+89.92%
+$542,662.25 
GEV GE Vernova Inc.
+89.84%
+$1.05M 
MCK McKesson Corporation
+87.75%
+$437,560.55 
GE General Electric Company
+87.4%
+$712,492.55 
ASML ASML Holding N.V. New York Registry Shares
+86.24%
+$269,669.05 
WDC Western Digital Corporation
+83.54%
+$197,828.35 2547
25470MAB5
+81.53%
+$34,555.28 
AIT Applied Industrial Technologies Inc.
+79.37%
+$203,056.26 
ANET Arista Networks, Inc.
+73.81%
+$2.74M 
AMZN Amazon.com Inc
+70.76%
+$3.1M 
THNQ Robo Global Artificial Intelligence ETF
+64.69%
+$138,762 
AAPL Apple Inc.
+64.56%
+$5.51M 
CSCO Cisco Systems, Inc.
+63.12%
+$227,287.83 
TJX The TJX Companies, Inc.
+60.81%
+$1.57M 
AVIV Avantis International Large Cap Value ETF
+60.2%
+$209,182.32 
NI NiSource Inc.
+58.64%
+$865,674.51 
LRCX Lam Research Corporation
+53.47%
+$564,839.26 
AEE Ameren Corporation
+51.06%
+$762,702.23 
FRPT Freshpet Inc.
+47.35%
+$135,112.44 
COST Costco Wholesale Corporation
+45.63%
+$778,658.81 
NSC Norfolk Southern Corporation
+43.38%
+$1.01M 
HWM Howmet Aerospace Inc.
+42.74%
+$1.33M 
NEE NextEra Energy, Inc.
+41.95%
+$658,269.15 
BRK-B Berkshire Hathaway Inc.
+41.03%
+$1.19M 
IGF iShares Global Infrastructure ETF
+40.02%
+$279,025.09 
CVX Chevron Corporation
+37.92%
+$206,529.84 
ORCL Oracle Corporation
+36.4%
+$487,791.86 
VRTX Vertex Pharmaceuticals Incorporated
+35.68%
+$91,312 
LMT Lockheed Martin Corporation
+33.96%
+$765,648.34 
DVY iShares Select Dividend ETF
+33.91%
+$447,608.93 
ITA iShares U.S. Aerospace & Defense ETF
+33.67%
+$174,934.65 
DVA DaVita Inc.
+28.87%
+$287,470.18 
DUK Duke Energy Corporation
+27.77%
+$810,419.73 
PANW Palo Alto Networks, Inc.
+26.88%
+$2.26M 
NOC Northrop Grumman Corporation
+25.54%
+$293,991.97 
PEG Public Service Enterprise Group Incorporated
+23.63%
+$356,927.16 
LH Labcorp Holdings Inc.
+22.73%
+$45,588.29 
IBM International Business Machines Corporation
+21.82%
+$226,163.26 
CEG Constellation Energy Corporation
+19.27%
+$111,855.37 
GS The Goldman Sachs Group, Inc.
+18.36%
+$834,915.36 
POR Portland General Electric Company
+16.64%
+$303,163.94 
SHLD Global X Defense Tech ETF
+15.88%
+$56,357.33 
JPM JPMorgan Chase & Co.
+15.11%
+$37,949.99 
NOW ServiceNow, Inc.
+14.27%
+$33,054.04 8190
819047AB7
+12.62%
+$1,740.46 
QCOM QUALCOMM Incorporated
+10.76%
+$58,069.02 
VLTO Veralto Corporation
+8.34%
+$17,146.33 
ETR Entergy Corporation
+6.81%
+$165,740.41 9441
94419LAF8
+5.2%
+$593.91 
VRT Vertiv Holdings Co
+4.2%
+$9,755.57 
PCG PG&E Corporation
+2.74%
+$50,795.87 
IHI iShares U.S. Medical Devices ETF
+2.72%
+$10,687.07 
MSFT Microsoft Corp.
+0.56%
+$118,118.32 
OXY Occidental Petroleum Corporation
+0.15%
+$753.26 
MDY SPDR S&P MidCap 400 ETF Trust
+0.05%
+$109.48 
CNM Core & Main Inc.
0%
$0 
GOOGL Alphabet Inc
0%
$0 
KO The Coca-Cola Company
0%
$0 
RSG Republic Services, Inc.
0%
$0 
TSLA Tesla, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
URI United Rentals, Inc.
0%
$0 
WEC WEC Energy Group Inc.
0%
-$0.06 
PHO Invesco Water Resources ETF
0%
$0 
SMH VanEck Semiconductor ETF
0%
-$0.08 
XOVR ERShares Private-Public Crossover ETF
0%
+$0.45 8791
87918AAF2
0%
$0 
LIDRW Aeye Inc. Warrant
-97.11%
-$875 
NFLX Netflix, Inc.
-83.53%
-$10.37M 
CRWD CrowdStrike Holdings, Inc.
-72.1%
-$660,268 
AVGO Broadcom Inc.
-65.96%
-$4.38M 
MNST Monster Beverage Corporation
-50.71%
-$264,464.12 
PRIM Primoris Services Corporation
-44.12%
-$304,886.75 
RGTI Rigetti Computing Inc
-42.93%
-$362,084.32 
XLU Utilities Select Sector SPDR Fund
-35.4%
-$1.53M 
PSQ ProShares Short QQQ
-34.71%
-$164,023.29 
ACHR Archer Aviation Inc.
-34.03%
-$54,810.59 
BE Bloom Energy Corporation
-30.95%
-$849,685.32 
AMAT Applied Materials, Inc.
-28.82%
-$83,944 
DOG ProShares Short Dow30
-28.11%
-$128,503.07 
WMT Walmart Inc.
-26.93%
-$859,639.7 
OKLO Oklo Inc.
-26.13%
-$191,272.26 
SMR NuScale Power Corporation
-25.39%
-$330,681.75 
XLE Energy Select Sector SPDR Fund
-24.05%
-$128,893.21 
RBC RBC Bearings Incorporated
-19.18%
-$40,020.04 
SPCX Space Exploration Technologies Corp. Class A
-18.28%
-$97,395.3 
PG Procter & Gamble Co
-17.18%
-$103,101.27 
AMD Advanced Micro Devices, Inc.
-16.61%
-$41,599.91 
BLLN BillionToOne, Inc.
-15.35%
-$697,835.04 
DHR Danaher Corporation
-13.73%
-$371,023.23 
WTAI WisdomTree Artificial Intelligence and Innovation Fund
-12.53%
-$41,039.52 
CCJ Cameco Corporation
-11.57%
-$54,129.93 
XLK State Street Technology Select Sector SPDR ETF
-10.91%
-$55,965.67 
MCD McDonald's Corporation
-9.8%
-$154,352.07 
JPC Nuveen Preferred & Income Opportunities Fund
-6.42%
-$6,071.58 
NTCXF Natcore Technology Inc.
-5.66%
$0 2987
298736AL3
-5.34%
-$2,655.31 
META Meta Platforms Inc Class A
-4.62%
-$63,646.75 2935
29355AAK3
-3.63%
-$971.52 
HD The Home Depot, Inc.
-2.61%
-$9,874.93 
QQQ Invesco QQQ Trust, Series 1
-2.6%
-$5,982.88 1630
163092AF6
-1.88%
-$1,588.72 
NVDA NVIDIA Corporation
-0.99%
-$157,871.96 5502
55024UAD1
-0.83%
-$132.41 
TIP iShares TIPS Bond ETF
-0.44%
-$4,619.9 Events
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Dividends
Dividend Analysis
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| Trades 1197 | Longs Won 780/1197 65% | Profit Factor 6.24 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $411,119.41 |
| Average Win $137,148.81 | Best Trade (Sep 01) $6.02M | Sharpe Ratio -77.69 |
| Average Loss -$41,119.95 | Worst Trade (Jun 29) -$1.55M | Z-Score -1.02 (69.09%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 1d | Expectancy $75,045.15 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,917 | 5,325 | 4,734 | 4,142 | 3,550 | 2,959 | 2,367 | 1,775 | 1,183 | 592 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 1630 163092AF6 | 103,000 | $84,597.38 | $82,989 | - | -$1,608.38 | -1.9% | -1.878% |
| 2547 25470MAB5 | 79,000 | $42,385.72 | $76,941 | - | $34,555.28 | 81.53% | +81.526% |
| 2935 29355AAK3 | 30,000 | $26,569.83 | $25,825 | - | -$744.83 | -2.8% | -3.626% |
| 2987 298736AL3 | 53,000 | $49,925.65 | $47,022 | - | -$2,903.65 | -5.82% | -5.345% |
| 5502 55024UAD1 | 18,000 | $15,930.06 | $15,805 | - | -$125.06 | -0.79% | -0.831% |
| 8190 819047AB7 | 17,000 | $14,203.06 | $15,534 | - | $1,330.94 | 9.37% | +12.618% |
| 8791 87918AAF2 | 21,000 | $17,127 | $17,127 | - | - | - | 0.0 |
| 9441 94419LAF8 | 13,000 | $11,512.46 | $12,015 | - | $502.54 | 4.37% | +5.2% |
| AAPL Apple Inc. | 44,332 | $9.21M | $14.05M | - | $4.83M | 52.48% | +64.561% |
| ACHR Archer Aviation Inc. | 16,813 | $142,874.66 | $106,258.16 | - | -$36,616.5 | -25.63% | -34.029% |
| AEE Ameren Corporation | 20,647 | $1.58M | $2.26M | - | $675,193.05 | 42.7% | +51.065% |
| AIT Applied Industrial Technologies Inc. | 1,295 | $256,264.37 | $458,883.26 | - | $202,618.89 | 79.07% | +79.372% |
| AMAT Applied Materials, Inc. | 403 | $291,219 | $207,275 | - | -$83,944 | -28.83% | -28.825% |
| AMD Advanced Micro Devices, Inc. | 431 | $250,372 | $208,772.09 | - | -$41,599.91 | -16.62% | -16.615% |
| AMZN Amazon.com Inc | 28,847 | $4.87M | $7.48M | - | $2.61M | 53.58% | +70.759% |
| ANET Arista Networks, Inc. | 33,408 | $3.66M | $6.45M | - | $2.79M | 76.33% | +73.805% |
| ASML ASML Holding N.V. New York Registry Shares | 323 | $344,948.85 | $582,362.54 | - | $237,413.69 | 68.83% | +86.241% |
| ASTS AST SpaceMobile, Inc. | 16,815 | $771,968.3 | $1.13M | - | $355,813.75 | 46.09% | +156.482% |
| AVGO Broadcom Inc. | 5,948 | $973,803.09 | $2.26M | - | $1.29M | 132.1% | -65.957% |
| AVIV Avantis International Large Cap Value ETF | 6,750 | $347,490.18 | $556,672.5 | - | $209,182.32 | 60.2% | +60.198% |
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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 - $2.02M. 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 $4.89M 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 - $170,857.57, 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.
