Roxbury Financial LLC Q1 2025 Filing

Filed April 9, 2025

Portfolio Value

$102.2M

Holdings

349

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (349 positions)

StockValue
UBERUBER TECHNOLOGIES INC COM
$31K
SOBOSOUTH BOW CORP COM
$30K
XARSPDR S&P AEROSPACE & DEFENSE ETF
$30K
XLVHEALTH CARE SELECT SECTOR SPDR FUND
$30K
LHXL3HARRIS TECHNOLOGIES INC COM
$30K
VRSKVERISK ANALYTICS INC COM
$30K
VBVANGUARD SMALL-CAP ETF
$30K
AEEAMEREN CORP COM
$29K
ULUNILEVER PLC SPON ADR NEW
$29K
WELLWELLTOWER INC COM
$29K
INGING GROEP N.V. SPONSORED ADR
$29K
VOTVANGUARD MID-CAP GROWTH ETF
$29K
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
$29K
BXBLACKSTONE INC COM
$29K
RYROYAL BK CDA COM
$28K
AMTAMERICAN TOWER CORP NEW COM
$28K
VOEVANGUARD MID-CAP VALUE ETF
$27K
DALDELTA AIR LINES INC DEL COM NEW
$27K
FCXFREEPORT-MCMORAN INC CL B
$27K
GDXVANECK GOLD MINERS ETF
$26K
WDAYWORKDAY INC CL A
$26K
EVRGEVERGY INC COM
$26K
MAINMAIN STR CAP CORP COM
$26K
WMWASTE MGMT INC DEL COM
$26K
IYGISHARES US FINANCIAL SERVICES ETF
$25K
PLTRPALANTIR TECHNOLOGIES INC CL A
$24K
NJRNEW JERSEY RES CORP COM
$24K
BPBP PLC SPONSORED ADR
$23K
IWSISHARES RUSSELL MID-CAP VALUE ETF
$23K
BLCVISHARES LARGE CAP VALUE ACTIVE ETF
$23K
PFFAVIRTUS INFRACAP U.S. PREFERRED STOCK ETF
$23K
SBUXSTARBUCKS CORP COM
$23K
FDLOFIDELITY LOW VOLATILITY FACTOR ETF
$22K
PEGPUBLIC SVC ENTERPRISE GRP INC COM
$22K
QUALISHARES MSCI USA QUALITY FACTOR ETF
$22K
MAMASTERCARD INCORPORATED CL A
$22K
SYKSTRYKER CORPORATION COM
$22K
LOARLOAR HOLDINGS INC COM SHS
$22K
SLBSCHLUMBERGER LTD COM STK
$22K
IWFISHARES RUSSELL 1000 GROWTH ETF
$21K
TRITHOMSON REUTERS CORP COM
$21K
HLTHILTON WORLDWIDE HLDGS INC COM
$20K
GSLCTR ACTIVEBETA US LARGE CAP EQUITY ETF
$20K
ALSALLSTATE CORP COM
$20K
MMM3M CO COM
$20K
XMLVINVESCO S&P MIDCAP LOW VOLATILITY ETF
$19K
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
$19K
DDOMINION ENERGY INC COM
$19K
GRIDFIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX
$19K
JQUAJPMORGAN U.S. QUALITY FACTOR ETF
$19K
SCHWSCHWAB CHARLES CORP COM
$18K
SMHVANECK SEMICONDUCTOR ETF
$18K
RSRELIANCE INC COM
$18K
APDAIR PRODS & CHEMS INC COM
$18K
CVSCVS HEALTH CORP COM
$17K
DKDELEK US HLDGS INC NEW COM
$17K
DONWISDOMTREE U.S. MIDCAP DIVIDEND FUND
$16K
ISRGINTUITIVE SURGICAL INC
$15K
ANETARISTA NETWORKS INC COM SHS
$15K
CFGCITIZENS FINL GROUP INC COM
$15K
PAYXPAYCHEX INC COM
$15K
PAGPENSKE AUTOMOTIVE GRP INC COM
$14K
JJACOBS SOLUTIONS INC COM
$14K
PSXPHILLIPS 66 COM
$14K
QCOMQUALCOMM INC COM
$14K
DGRSWISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND
$13K
DYHTARGET CORP
$12K
GISGENERAL MILLS INC
$12K
FDISFIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF
$12K
DEODIAGEO PLC SPON ADR NEW
$12K
JCIJOHNSON CTLS INTL PLC SHS
$12K
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
$11K
SYYSYSCO CORP COM
$11K
CSCOCISCO SYS INC COM
$11K
AEPAMERICAN ELEC PWR CO INC COM
$11K
XMESPDR S&P METALS & MINING ETF
$10K
VWOVANGUARD FTSE EMERGING MARKETS ETF
$10K
NTLAINTELLIA THERAPEUTICS INC COM
$10K
HBC2HSBC HLDGS PLC SPON ADR NEW
$10K
DGXQUEST DIAGNOSTICS INC COM
$9K
OWLBLUE OWL CAPITAL INC COM CL A
$8K
RSPTINVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF
$8K
CRTOCRITEO S A SPONS ADS
$8K
XSLVINVESCO S&P SMALLCAP LOW VOLATILITY ETF
$8K
MOSMOSAIC CO NEW COM
$8K
MASMASCO CORP COM
$8K
CUBECUBESMART COM
$7K
UBSUBS GROUP AG SHS
$7K
CPNGCOUPANG INC CL A
$7K
PFGCPERFORMANCE FOOD GROUP CO COM
$7K
BCEBCE INC COM NEW
$7K
SHOPSHOPIFY INC CL A SUB VTG SHS
$7K
AMATAPPLIED MATLS INC COM
$6K
INTCINTEL CORP COM
$6K
ITGRINTEGER HLDGS CORP COM
$6K
IBITISHARES BITCOIN TRUST ETF
$6K
EFGISHARES MSCI EAFE GROWTH ETF
$5K
NEMNEWMONT CORP COM
$5K
GRABGRAB HOLDINGS LIMITED CLASS A ORD
$5K
EQREQUITY RESIDENTIAL SH BEN INT
$5K
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