Box Hill Private Wealth LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BH Box Hill Private Wealth LLC | Institutional Filer | ▲ 2.40% | $101.2M | 66 |
Current Portfolio Holdings
Showing all 66 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD INDEX FDS | — | 57K | $17.2M | 16.96% |
| 2 | IVV | ISHARES TR | — | 22K | $14.4M | 14.27% |
| 3 | QQQ | Invesco QQQ Trust | — | 12K | $6.7M | 6.66% |
| 4 | VB | VANGUARD INDEX FDS | — | 19K | $5.0M | 4.94% |
| 5 | IEFA | ISHARES TR | — | 50K | $4.5M | 4.47% |
| 6 | IEMG | ISHARES INC | — | 64K | $4.5M | 4.41% |
| 7 | BINC | BLACKROCK ETF TRUST II | — | 57K | $3.0M | 2.92% |
| 8 | IWB | iShares Russell 1000 ETF | — | 7K | $2.5M | 2.45% |
| 9 | AAPL | Apple Inc. | Technology | 10K | $2.4M | 2.40% |
| 10 | NVDA | NVIDIA Corporation | Technology | 14K | $2.4M | 2.33% |
| 11 | TSLA | Tesla, Inc. | Consumer Cyclical | 6K | $2.3M | 2.28% |
| 12 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 5K | $2.3M | 2.27% |
| 13 | GOOG | Alphabet Inc. | Technology | 7K | $1.9M | 1.92% |
| 14 | XLK | Technology Select Sector SPDR Fund | — | 14K | $1.8M | 1.78% |
| 15 | ITOT | ISHARES TR | — | 13K | $1.8M | 1.78% |
Showing 1 to 15 of 66 holdings