Roxbury Financial LLC Q3 2025 Filing

Filed October 1, 2025

Portfolio Value

$108.3M

Holdings

367

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (367 positions)

StockValue
VISVANGUARD INDUSTRIALS ETF
$38K
CIBRFIRST TRUST NASDAQ CYBERSECURITY ETF
$37K
SHYISHARES 1-3 YEAR TREASURY BOND ETF
$37K
VNQVANGUARD REAL ESTATE ETF
$35K
WELLWELLTOWER INC COM
$35K
CVSCVS HEALTH CORP COM
$35K
CGXUCAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
$34K
FDXFEDEX CORP COM
$34K
VHTVANGUARD HEALTH CARE ETF
$34K
BMYBRISTOL-MYERS SQUIBB CO COM
$33K
XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
$33K
DKDELEK US HLDGS INC NEW COM
$33K
SOBOSOUTH BOW CORP COM
$33K
VOTVANGUARD MID-CAP GROWTH ETF
$32K
UALUNITED AIRLS HLDGS INC COM
$32K
VBVANGUARD SMALL-CAP ETF
$32K
ULUNILEVER PLC SPON ADR NEW
$31K
QUALISHARES MSCI USA QUALITY FACTOR ETF
$30K
AEEAMEREN CORP COM
$30K
EVRGEVERGY INC COM
$30K
FISVFISERV INC COM
$29K
KMBKIMBERLY-CLARK CORP COM
$29K
VOEVANGUARD MID-CAP VALUE ETF
$29K
XLVHEALTH CARE SELECT SECTOR SPDR FUND
$28K
BJBJS WHSL CLUB HLDGS INC COM
$28K
IYGISHARES US FINANCIAL SERVICES ETF
$27K
MAINMAIN STR CAP CORP COM
$27K
AMTAMERICAN TOWER CORP NEW COM
$26K
DALDELTA AIR LINES INC DEL COM NEW
$26K
BXBLACKSTONE INC COM
$26K
IWFISHARES RUSSELL 1000 GROWTH ETF
$25K
SMHVANECK SEMICONDUCTOR ETF
$25K
IWSISHARES RUSSELL MID-CAP VALUE ETF
$25K
WMWASTE MGMT INC DEL COM
$25K
NJRNEW JERSEY RES CORP COM
$24K
LOARLOAR HOLDINGS INC COM SHS
$24K
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
$24K
ANETARISTA NETWORKS INC COM SHS
$23K
PFFAVIRTUS INFRACAP U.S. PREFERRED STOCK ETF
$23K
GSLCTR ACTIVEBETA US LARGE CAP EQUITY ETF
$22K
NVONOVO-NORDISK A S ADR
$22K
MAMASTERCARD INCORPORATED CL A
$22K
SCHWSCHWAB CHARLES CORP COM
$22K
SCHASCHWAB ETFS- US SMALL-CAP ETF
$22K
ALSALLSTATE CORP COM
$21K
SYKSTRYKER CORPORATION COM
$21K
BPBP PLC SPONSORED ADR
$21K
CYBRCYBERARK SOFTWARE LTD SHS
$21K
MMM3M CO COM
$20K
JQUAJPMORGAN U.S. QUALITY FACTOR ETF
$20K
HLTHILTON WORLDWIDE HLDGS INC COM
$20K
XMLVINVESCO S&P MIDCAP LOW VOLATILITY ETF
$19K
VRSKVERISK ANALYTICS INC COM
$19K
PEGPUBLIC SVC ENTERPRISE GRP INC COM
$19K
WDAYWORKDAY INC CL A
$18K
TRITHOMSON REUTERS CORP COM
$18K
CFGCITIZENS FINL GROUP INC COM
$18K
RSRELIANCE INC COM
$17K
JJACOBS SOLUTIONS INC COM
$17K
MUBISHARES NATIONAL MUNI BOND ETF
$17K
DONWISDOMTREE U.S. MIDCAP DIVIDEND FUND
$17K
FXEINVESCO CURRENCYSHARES EURO TRUST
$16K
APDAIR PRODS & CHEMS INC COM
$15K
FXFINVESCO CURRENCYSHARES SWISS FRANC TRUST
$15K
JCIJOHNSON CTLS INTL PLC SHS
$15K
GISGENERAL MILLS INC
$15K
PAGPENSKE AUTOMOTIVE GRP INC COM
$15K
TWLOTWILIO INC CL A
$15K
PSXPHILLIPS 66 COM
$15K
QCOMQUALCOMM INC COM
$15K
FYEEFIDELITY YIELD ENHANCED EQUITY ETF
$14K
FDISFIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF
$14K
SYFIAB SHORT DURATION HIGH YIELD ETF
$13K
ISRGINTUITIVE SURGICAL INC
$13K
XMESPDR S&P METALS & MINING ETF
$13K
VWOVANGUARD FTSE EMERGING MARKETS ETF
$13K
PAYXPAYCHEX INC COM
$12K
SYYSYSCO CORP COM
$12K
OREALTY INCOME CORP COM
$12K
HBC2HSBC HLDGS PLC SPON ADR NEW
$12K
PHYS/USPROTT PHYSICAL GOLD TRUST CEF
$12K
GDXJVANECK JUNIOR GOLD MINERS ETF
$12K
CSCOCISCO SYS INC COM
$12K
AEPAMERICAN ELEC PWR CO INC COM
$11K
MOSMOSAIC CO NEW COM
$11K
DEODIAGEO PLC SPON ADR NEW
$10K
SHOPSHOPIFY INC CL A SUB VTG SHS
$10K
DGXQUEST DIAGNOSTICS INC COM
$10K
XLUUTILITIES SELECT SECTOR SPDR FUND
$10K
RSPTINVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF
$9K
AQLTISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF
$9K
DYHTARGET CORP
$9K
NAMSNEWAMSTERDAM PHARMA COMPANY NV ORDINARY SHARES
$9K
PFGCPERFORMANCE FOOD GROUP CO COM
$8K
UBSUBS GROUP AG SHS
$8K
ASNDASCENDIS PHARMA A/S SPONSORED ADR
$8K
GRIDFIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX
$8K
AMATAPPLIED MATLS INC COM
$8K
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
$8K
FCXFREEPORT-MCMORAN INC CL B
$8K
PreviousPage 3 of 4Next