Fox Financial, Inc

13F Filings History

Latest 13F report: Q3 2024 - Oct 30, 2024
Value $: $115M
Signature - Title: Kevin M. Fox - Chief Compliance Officer
Location: Wyomissing, PA
Summary: This page shows a list of all the recent 13F filings made by Fox Financial, Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Fox Financial, Inc reported 14 stock holdings with total value $115M as of Q3 2024. Top holdings included SPTM, QQQ, DLN, XLK, and SMLF.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	14	$115M	+$3.47M	-$2.51M	+$951K	SPTM, QQQ, DLN, XLK, SMLF	13F-HR	10/30/2024, 04:40 PM
Q2 2024	14	$108M	+$10.4M	-$14.9M	-$4.55M	SPTM, QQQ, DLN, XLK, IWR	13F-HR	7/22/2024, 04:19 PM
Q1 2024	13	$110M	+$302K	-$1.99M	-$1.69M	SPTM, QQQ, DLN, XLK, SPSM	13F-HR	5/3/2024, 03:55 PM
Q4 2023	13	$104M	$0	$0		SPTM, QQQ, DLN, XLK, SPSM	13F-HR	1/26/2024, 11:39 AM