Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FOX HILL WEALTH MANAGEMENT | 04-17-2024 | 12-31-2023 | 138 | 130,353,487 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $17,265,804 | 41,039 | 0.01 | 41,039 | +Inf | 03-31-2024 | |
| APPLE INC | COM | 2 | $6,715,405 | 39,161 | 0.00 | 39,161 | +Inf | 03-31-2024 | |
| ELI LILLY & CO | COM | 3 | $8,199,619 | 10,540 | 0.01 | 10,540 | +Inf | 03-31-2024 | |
| ADOBE INC | COM | 4 | $4,603,970 | 9,124 | 0.00 | 9,124 | +Inf | 03-31-2024 |
