Sponsored

The Analysis of Box Hill Private Wealth LLC's Holdings & P&L

Currently, Box Hill Private Wealth LLC holds 67 types of securities in its portfolio with a total value $124.7M. In the most recent quarter, they have increased their positions in EMXC (+11.4K shares, valued at $1.2M), GME (+38.0K shares, valued at $838.4K), N/A (+891 shares, valued at $667.3K); decreased their positions in TSLA (-1.3K shares, valued at $538.4K), IEMG (-4.8K shares, valued at $396.1K), SMH (-470 shares, valued at $308.3K); initiated new positions in GME (+38.0K shares, valued at $838.4K), AMD (+775 shares, valued at $450.2K), INTC (+2.9K shares, valued at $400.6K).

1M P&L

-1.9M-2.13%

3M P&L

+1.4M+1.66%

HY P&L

+5.2M+6.30%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A69.9M

74.0%

2Semiconductors6.6M

7.0%

3Internet Content & Information4.1M

4.3%

Top Industries by Stock Count

1N/A30 stocks

58.8%

2Semiconductors6 stocks

11.8%

3Aerospace & Defense3 stocks

5.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VV VANGUARD INDEX FDS59.3K shares3.18%2026-06-302026-07-02

ISHARES TR ISHARES TR23.0K shares4.03%2026-06-302026-07-02

QQQ INVESCO QQQ TR12.2K shares4.42%2026-06-302026-07-02

VB VANGUARD INDEX FDS19.0K shares-0.62%2026-06-302026-07-02

ISHARES TR ISHARES TR51.5K shares3.23%2026-06-302026-07-02

IEMG ISHARES INC59.2K shares-7.48%2026-06-302026-07-02

XLK SELECT SECTOR SPDR TR16.6K shares22.63%2026-06-302026-07-02

AAPL APPLE INC10.6K shares10.34%2026-06-302026-07-02

Sponsored

NVDA NVIDIA CORPORATION15.2K shares12.46%2026-06-302026-07-02

IWB ISHARES TR7.3K shares4.75%2026-06-302026-07-02

BINC BLACKROCK ETF TRUST II53.6K shares-5.82%2026-06-302026-07-02

SMH VANECK ETF TRUST4.1K shares-10.29%2026-06-302026-07-02

GOOG ALPHABET INC7.1K shares5.33%2026-06-302026-07-02

QQQM INVESCO EXCH TRADED FD TR II8.1K shares35.37%2026-06-302026-07-02

BRK.B BERKSHIRE HATHAWAY INC DEL4.5K shares-6.07%2026-06-302026-07-02

CHAT TIDAL TRUST II22.5K shares14.04%2026-06-302026-07-02

Sponsored

ITOT ISHARES TR12.6K shares0.25%2026-06-302026-07-02

TSLA TESLA INC4.9K shares-20.61%2026-06-302026-07-02

BROADCOM INC BROADCOM INC5.0K shares3.25%2026-06-302026-07-02

IQLT ISHARES TR34.0K shares4.20%2026-06-302026-07-02

MSFT MICROSOFT CORP4.3K shares0.49%2026-06-302026-07-02

GOOGL ALPHABET INC4.4K shares1.43%2026-06-302026-07-02

EMXC ISHARES INC14.0K shares435.78%2026-06-302026-07-02

AMZN AMAZON COM INC5.8K shares13.43%2026-06-302026-07-02

Sponsored

MU MICRON TECHNOLOGY INC1.1K shares34.85%2026-06-302026-07-02

IJH ISHARES TR15.4K shares5.56%2026-06-302026-07-02

FBND FIDELITY MERRIMACK STR TR25.2K shares-7.79%2026-06-302026-07-02

META PLATFORMS INC META PLATFORMS INC1.7K shares4.94%2026-06-302026-07-02

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION923 shares-2.33%2026-06-302026-07-02

GME GAMESTOP CORP38.0K sharesnew addition2026-06-302026-07-02

MRVL MARVELL TECHNOLOGY INC2.8K shares0.07%2026-06-302026-07-02

VANGUARD INDEX FDS VANGUARD INDEX FDS2.1K shares0.29%2026-06-302026-07-02

Sponsored

BAI BLACKROCK ETF TRUST14.7K shares88.51%2026-06-302026-07-02

TSM TAIWAN SEMICONDUCTOR MANUFAC1.3K shares25.86%2026-06-302026-07-02

LLY ELI LILLY & CO520 shares3.38%2026-06-302026-07-02

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.8K shares1.15%2026-06-302026-07-02

VNQ VANGUARD INDEX FDS6.0K shares0.52%2026-06-302026-07-02

QUAL ISHARES TR2.5K shares0.16%2026-06-302026-07-02

ETN EATON CORP PLC1.2K shares-1.68%2026-06-302026-07-02

VISA INC VISA INC1.4K shares-4.53%2026-06-302026-07-02

Sponsored

IWF ISHARES TR3.9K shares300.41%2026-06-302026-07-02

AMD ADVANCED MICRO DEVICES INC775 sharesnew addition2026-06-302026-07-02

IWD ISHARES TR1.8K shares0.34%2026-06-302026-07-02

MGC VANGUARD WORLD FD1.5K shares0.27%2026-06-302026-07-02

INTC INTEL CORP2.9K sharesnew addition2026-06-302026-07-02

HYG ISHARES TR4.9K shares-14.82%2026-06-302026-07-02

EXXON MOBIL CORP EXXON MOBIL CORP2.7K shares1.83%2026-06-302026-07-02

SOXX ISHARES TR580 sharesnew addition2026-06-302026-07-02

Sponsored

COPX GLOBAL X FDS4.8K shares0.00%2026-06-302026-07-02

AOR ISHARES TR5.2K shares-11.57%2026-06-302026-07-02

APPLIED MATLS INC APPLIED MATLS INC502 sharesnew addition2026-06-302026-07-02

NETFLIX INC. NETFLIX INC.5.1K shares-6.62%2026-06-302026-07-02

GE GE AEROSPACE924 shares6.94%2026-06-302026-07-02

REX ETF TR REX ETF TR13.5K sharesnew addition2026-06-302026-07-02

BKNG BOOKING HOLDINGS INC1.8K shares2305.33%2026-06-302026-07-02

FALN ISHARES TR11.6K shares-7.91%2026-06-302026-07-02

Sponsored

IVES WEDBUSH SER TR8.3K shares-34.80%2026-06-302026-07-02

UBER UBER TECHNOLOGIES INC4.0K shares-0.05%2026-06-302026-07-02

SPDR SERIES TRUST SPDR SERIES TRUST3.2K shares0.28%2026-06-302026-07-02

CHUBB LTD SWITZ CHUBB LTD SWITZ814 shares-5.24%2026-06-302026-07-02

ABBVIE INC ABBVIE INC993 shares1.64%2026-06-302026-07-02

KTOS KRATOS DEFENSE & SEC SOLUTIO5.0K shares0.00%2026-06-302026-07-02

SPHY SPDR SERIES TRUST10.2K shares1.03%2026-06-302026-07-02

PHYS SPROTT ASSET MANAGEMENT LP7.8K shares0.00%2026-06-302026-07-02

Sponsored

LMT LOCKHEED MARTIN CORP428 sharesnew addition2026-06-302026-07-02

MASTERCARD INCORPORATED MASTERCARD INCORPORATED423 shares-4.73%2026-06-302026-07-02

BITW BITWISE 10 CRYPTO INDEX ETF5.6K shares0.00%2026-06-302026-07-02

VANGUARD INDEX FDS

3.18%

Shares59.3K

Event2026-06-30

Filed2026-07-02

ISHARES TR

4.03%

Shares23.0K

Event2026-06-30

Filed2026-07-02

QQQ

INVESCO QQQ TR

4.42%

Shares12.2K

Event2026-06-30

Filed2026-07-02

VANGUARD INDEX FDS

-0.62%

Shares19.0K

Event2026-06-30

Filed2026-07-02

ISHARES TR

3.23%

Shares51.5K

Event2026-06-30

Filed2026-07-02

IEMG

ISHARES INC

-7.48%

Shares59.2K

Event2026-06-30

Filed2026-07-02

XLK

SELECT SECTOR SPDR TR

22.63%

Shares16.6K

Event2026-06-30

Filed2026-07-02

AAPL

APPLE INC

10.34%

Shares10.6K

Event2026-06-30

Filed2026-07-02

NVDA

NVIDIA CORPORATION

12.46%

Shares15.2K

Event2026-06-30

Filed2026-07-02

IWB

ISHARES TR

4.75%

Shares7.3K

Event2026-06-30

Filed2026-07-02

BINC

BLACKROCK ETF TRUST II

-5.82%

Shares53.6K

Event2026-06-30

Filed2026-07-02

SMH

VANECK ETF TRUST

-10.29%

Shares4.1K

Event2026-06-30

Filed2026-07-02

GOOG

ALPHABET INC

5.33%

Shares7.1K

Event2026-06-30

Filed2026-07-02

QQQM

INVESCO EXCH TRADED FD TR II

35.37%

Shares8.1K

Event2026-06-30

Filed2026-07-02

BRK.B

BERKSHIRE HATHAWAY INC DEL

-6.07%

Shares4.5K

Event2026-06-30

Filed2026-07-02

CHAT

TIDAL TRUST II

14.04%

Shares22.5K

Event2026-06-30

Filed2026-07-02

ITOT

ISHARES TR

0.25%

Shares12.6K

Event2026-06-30

Filed2026-07-02

TSLA

TESLA INC

-20.61%

Shares4.9K

Event2026-06-30

Filed2026-07-02

BROADCOM INC

3.25%

Shares5.0K

Event2026-06-30

Filed2026-07-02

IQLT

ISHARES TR

4.20%

Shares34.0K

Event2026-06-30

Filed2026-07-02

MSFT

MICROSOFT CORP

0.49%

Shares4.3K

Event2026-06-30

Filed2026-07-02

GOOGL

ALPHABET INC

1.43%

Shares4.4K

Event2026-06-30

Filed2026-07-02

EMXC

ISHARES INC

435.78%

Shares14.0K

Event2026-06-30

Filed2026-07-02

AMZN

AMAZON COM INC

13.43%

Shares5.8K

Event2026-06-30

Filed2026-07-02

MICRON TECHNOLOGY INC

34.85%

Shares1.1K

Event2026-06-30

Filed2026-07-02

IJH

ISHARES TR

5.56%

Shares15.4K

Event2026-06-30

Filed2026-07-02

FBND

FIDELITY MERRIMACK STR TR

-7.79%

Shares25.2K

Event2026-06-30

Filed2026-07-02

META PLATFORMS INC

4.94%

Shares1.7K

Event2026-06-30

Filed2026-07-02

COSTCO WHOLESALE CORPORATION

-2.33%

Shares923

Event2026-06-30

Filed2026-07-02

GME

GAMESTOP CORP

New

Shares38.0K

Event2026-06-30

Filed2026-07-02

MRVL

MARVELL TECHNOLOGY INC

0.07%

Shares2.8K

Event2026-06-30

Filed2026-07-02

VANGUARD INDEX FDS

0.29%

Shares2.1K

Event2026-06-30

Filed2026-07-02

BAI

BLACKROCK ETF TRUST

88.51%

Shares14.7K

Event2026-06-30

Filed2026-07-02

TSM

TAIWAN SEMICONDUCTOR MANUFAC

25.86%

Shares1.3K

Event2026-06-30

Filed2026-07-02

LLY

ELI LILLY & CO

3.38%

Shares520

Event2026-06-30

Filed2026-07-02

JPMORGAN CHASE & CO

1.15%

Shares1.8K

Event2026-06-30

Filed2026-07-02

VNQ

VANGUARD INDEX FDS

0.52%

Shares6.0K

Event2026-06-30

Filed2026-07-02

QUAL

ISHARES TR

0.16%

Shares2.5K

Event2026-06-30

Filed2026-07-02

ETN

EATON CORP PLC

-1.68%

Shares1.2K

Event2026-06-30

Filed2026-07-02

VISA INC

-4.53%

Shares1.4K

Event2026-06-30

Filed2026-07-02

IWF

ISHARES TR

300.41%

Shares3.9K

Event2026-06-30

Filed2026-07-02

AMD

ADVANCED MICRO DEVICES INC

New

Shares775

Event2026-06-30

Filed2026-07-02

IWD

ISHARES TR

0.34%

Shares1.8K

Event2026-06-30

Filed2026-07-02

MGC

VANGUARD WORLD FD

0.27%

Shares1.5K

Event2026-06-30

Filed2026-07-02

INTC

INTEL CORP

New

Shares2.9K

Event2026-06-30

Filed2026-07-02

HYG

ISHARES TR

-14.82%

Shares4.9K

Event2026-06-30

Filed2026-07-02

EXXON MOBIL CORP

1.83%

Shares2.7K

Event2026-06-30

Filed2026-07-02

SOXX

ISHARES TR

New

Shares580

Event2026-06-30

Filed2026-07-02

COPX

GLOBAL X FDS

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-02

AOR

ISHARES TR

-11.57%

Shares5.2K

Event2026-06-30

Filed2026-07-02

APPLIED MATLS INC

New

Shares502

Event2026-06-30

Filed2026-07-02

NETFLIX INC.

-6.62%

Shares5.1K

Event2026-06-30

Filed2026-07-02

GE AEROSPACE

6.94%

Shares924

Event2026-06-30

Filed2026-07-02

REX ETF TR

New

Shares13.5K

Event2026-06-30

Filed2026-07-02

BKNG

BOOKING HOLDINGS INC

2305.33%

Shares1.8K

Event2026-06-30

Filed2026-07-02

FALN

ISHARES TR

-7.91%

Shares11.6K

Event2026-06-30

Filed2026-07-02

IVES

WEDBUSH SER TR

-34.80%

Shares8.3K

Event2026-06-30

Filed2026-07-02

UBER

UBER TECHNOLOGIES INC

-0.05%

Shares4.0K

Event2026-06-30

Filed2026-07-02

SPDR SERIES TRUST

0.28%

Shares3.2K

Event2026-06-30

Filed2026-07-02

CHUBB LTD SWITZ

-5.24%

Shares814

Event2026-06-30

Filed2026-07-02

ABBVIE INC

1.64%

Shares993

Event2026-06-30

Filed2026-07-02

KTOS

KRATOS DEFENSE & SEC SOLUTIO

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-02

SPHY

SPDR SERIES TRUST

1.03%

Shares10.2K

Event2026-06-30

Filed2026-07-02

PHYS

SPROTT ASSET MANAGEMENT LP

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-02

LMT

LOCKHEED MARTIN CORP

New

Shares428

Event2026-06-30

Filed2026-07-02

MASTERCARD INCORPORATED

-4.73%

Shares423

Event2026-06-30

Filed2026-07-02

BITW

BITWISE 10 CRYPTO INDEX ETF

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-02

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available