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Roxbury Financial

Latest statistics and disclosures from Roxbury Financial's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002054149

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Portfolio Holdings for Roxbury Financial

Roxbury Financial holds 387 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Microsoft Corp Stock (MSFT)	5.7	$5.9M	14k	423.48	View chart
Fidelity Blue Chip Growth Etf Etf (FBCG)	3.6	$3.8M	82k	46.01	View chart
Apple Stock (AAPL)	3.4	$3.6M	15k	237.34	View chart
Visa Inc Com Cl A Stock (V)	3.3	$3.4M	11k	315.09	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	3.1	$3.2M	19k	168.96	View chart
Amazon Stock (AMZN)	2.9	$3.0M	14k	207.89	View chart
Fidelity Msci Consumer Staples Index Etf Etf (FSTA)	2.9	$3.0M	57k	52.29	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	2.8	$2.9M	38k	75.82	View chart
Ishares Core S&p 500 Etf Etf (IVV)	2.6	$2.7M	4.4k	605.14	View chart
Wells Fargo Stock (WFC)	2.2	$2.3M	31k	76.17	View chart
International Business Machs Stock (IBM)	2.0	$2.1M	9.3k	227.43	View chart
Walmart Stock (WMT)	2.0	$2.0M	22k	92.50	View chart
Jpmorgan Chase & Co Stock (JPM)	2.0	$2.0M	8.1k	249.74	View chart
Prudential Finl Stock (PRU)	1.9	$2.0M	15k	129.42	View chart
Chubb Stock (CB)	1.9	$1.9M	6.7k	288.75	View chart
Fidelity Msci Health Care Index Etf Etf (FHLC)	1.8	$1.9M	27k	70.20	View chart
Lowes Cos Stock (LOW)	1.8	$1.8M	6.7k	272.45	View chart
Lockheed Martin Corp Stock (LMT)	1.7	$1.8M	3.3k	529.42	View chart
Automatic Data Processing Stock (ADP)	1.7	$1.7M	5.7k	306.96	View chart
Procter And Gamble Stock (PG)	1.7	$1.7M	9.6k	179.26	View chart
Mckesson Corp Stock (MCK)	1.6	$1.6M	2.6k	628.52	View chart
Caterpillar Stock (CAT)	1.3	$1.4M	3.3k	406.13	View chart
Nvidia Corporation Stock (NVDA)	1.2	$1.3M	9.1k	138.26	View chart
Duke Energy Corp Stock (DUK)	1.2	$1.2M	11k	117.06	View chart
Costco Whsl Corp Stock (COST)	1.1	$1.2M	1.2k	972.64	View chart
Fidelity Msci Industrial Index Etf Etf (FIDU)	1.1	$1.2M	15k	77.39	View chart
Chevron Corp Stock (CVX)	1.1	$1.1M	6.8k	161.93	View chart
Mcdonalds Corp Stock (MCD)	1.1	$1.1M	3.7k	296.04	View chart
Salesforce Stock (CRM)	1.0	$1.1M	3.2k	330.01	View chart
Roper Technologies Stock (ROP)	1.0	$1.0M	1.8k	566.68	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	1.0	$1.0M	5.0k	204.69	View chart
Rtx Corporation Stock (RTX)	1.0	$1.0M	8.4k	121.84	View chart
Coca Cola Stock (KO)	1.0	$999k	16k	64.08	View chart
Merck & Co Stock (MRK)	0.9	$963k	9.5k	101.65	View chart
Aflac Stock (AFL)	0.9	$949k	8.3k	114.01	View chart
Fidelity Small-mid Multifactor Etf Etf (FSMD)	0.9	$895k	20k	44.68	View chart
Fidelity Msci Energy Index Etf Etf (FENY)	0.9	$891k	34k	26.40	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.9	$882k	2.5k	345.97	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.8	$827k	4.1k	199.82	View chart
Blackrock Stock (BLK)	0.8	$784k	766.00	1024.08	View chart
Home Depot Stock (HD)	0.7	$778k	1.8k	429.32	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.7	$764k	8.0k	95.53	View chart
Johnson & Johnson Stock (JNJ)	0.7	$732k	4.7k	155.03	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.7	$704k	11k	64.94	View chart
Vanguard Value Etf Etf (VTV)	0.6	$649k	3.6k	181.88	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.6	$635k	4.1k	155.58	View chart
Illinois Tool Wks Stock (ITW)	0.6	$615k	2.2k	277.62	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.6	$577k	957.00	602.78	View chart
Amgen Stock (AMGN)	0.6	$572k	2.0k	282.88	View chart
Lyondellbasell Industries N V Shs - A - Stock (LYB)	0.5	$557k	6.7k	83.34	View chart
Invesco S&p Midcap Quality Etf Etf (XMHQ)	0.5	$526k	4.9k	108.16	View chart
Abbvie Stock (ABBV)	0.5	$496k	2.7k	182.95	View chart
Totalenergies Se Adr (TTE)	0.5	$483k	8.3k	57.99	View chart
Truist Finl Corp Stock (TFC)	0.5	$475k	10k	47.68	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.4	$462k	956.00	483.02	View chart
Emerson Elec Stock (EMR)	0.4	$438k	3.3k	132.62	View chart
Pfizer Stock (PFE)	0.4	$399k	15k	26.21	View chart
Novartis Adr (NVS)	0.4	$399k	3.8k	105.78	View chart
Enbridge Stock (ENB)	0.4	$385k	8.9k	43.38	View chart
Columbia Finl Stock (CLBK)	0.4	$383k	21k	18.23	View chart
General Dynamics Corp Stock (GD)	0.4	$374k	1.3k	284.08	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.4	$370k	3.9k	94.56	View chart
Meta Platforms Inc Cl A Stock (META)	0.3	$342k	596.00	574.41	View chart
Equinix Reit (EQIX)	0.3	$341k	347.00	982.19	View chart
Altria Group Stock (MO)	0.3	$323k	5.6k	57.74	View chart
Suncor Energy Stock (SU)	0.3	$314k	7.9k	39.48	View chart
Pepsico Stock (PEP)	0.3	$313k	1.9k	163.53	View chart
Metlife Stock (MET)	0.3	$307k	3.5k	88.24	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.3	$296k	3.0k	100.03	View chart
Analog Devices Stock (ADI)	0.3	$287k	1.3k	218.19	View chart
Honeywell Intl Stock (HON)	0.3	$284k	1.2k	233.09	View chart
Tc Energy Corp Stock (TRP)	0.3	$280k	5.7k	48.93	View chart
Medtronic Stock (MDT)	0.3	$262k	3.0k	86.56	View chart
Fedex Corp Stock (FDX)	0.2	$256k	847.00	302.75	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.2	$256k	854.00	300.12	View chart
Pnc Finl Svcs Group Stock (PNC)	0.2	$253k	1.2k	214.86	View chart
Molson Coors Beverage Co Cl B Stock (TAP)	0.2	$251k	4.0k	62.07	View chart
Philip Morris Intl Stock (PM)	0.2	$248k	1.9k	133.10	View chart
Vanguard Large-cap Etf Etf (VV)	0.2	$237k	855.00	277.62	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.2	$233k	1.7k	135.75	View chart
Fidelity Msci Financials Index Etf Etf (FNCL)	0.2	$232k	3.2k	73.33	View chart
Abbott Labs Stock (ABT)	0.2	$224k	1.9k	118.80	View chart
Servicenow Stock (NOW)	0.2	$224k	213.00	1049.44	View chart
Interactive Brokers Group Inc Com Cl A Stock (IBKR)	0.2	$202k	1.1k	191.20	View chart
Capital One Finl Corp Stock (COF)	0.2	$201k	1.0k	192.14	View chart
Advanced Micro Devices Stock (AMD)	0.2	$200k	1.5k	137.18	View chart
Verizon Communications Stock (VZ)	0.2	$198k	4.5k	44.35	View chart
Csx Corp Stock (CSX)	0.2	$197k	5.4k	36.55	View chart
Alerian Mlp Etf Etf (AMLP)	0.2	$192k	3.7k	51.33	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.2	$191k	527.00	363.04	View chart
Elevance Health Stock (ELV)	0.2	$190k	466.00	407.78	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.2	$187k	1.8k	102.59	View chart
Selective Ins Group Stock (SIGI)	0.2	$180k	1.8k	102.09	View chart
Fidelity Enhanced Large Cap Core Etf Etf (FELC)	0.2	$176k	5.2k	33.79	View chart
Enterprise Prods Partners Stock (EPD)	0.2	$173k	5.0k	34.43	View chart
Oracle Corp Stock (ORCL)	0.2	$169k	911.00	185.00	View chart
Goldman Sachs Group Stock (GS)	0.2	$166k	272.00	609.48	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.2	$161k	290.00	553.59	View chart
Firstenergy Corp Stock (FE)	0.2	$158k	3.7k	42.55	View chart
Parker-hannifin Corp Stock (PH)	0.1	$155k	220.00	704.31	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$153k	288.00	529.68	View chart
Tesla Stock (TSLA)	0.1	$152k	440.00	345.16	View chart
Palo Alto Networks Stock (PANW)	0.1	$151k	388.00	387.82	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$139k	2.1k	64.95	View chart
M & T Bk Corp Stock (MTB)	0.1	$131k	596.00	220.07	View chart
Natera Stock (NTRA)	0.1	$126k	753.00	167.78	View chart
Netflix Stock (NFLX)	0.1	$122k	138.00	886.81	View chart
Star Group L P Unit Ltd Partnr Stock (SGU)	0.1	$122k	9.6k	12.66	View chart
Bank America Corp Stock (BAC)	0.1	$115k	2.4k	47.51	View chart
Union Pac Corp Stock (UNP)	0.1	$113k	461.00	245.06	View chart
Broadcom Stock (AVGO)	0.1	$113k	695.00	162.17	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$108k	172.00	625.73	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$105k	1.0k	101.04	View chart
Vanguard Growth Etf Etf (VUG)	0.1	$105k	257.00	409.46	View chart
Southern Stock (SO)	0.1	$105k	1.2k	89.19	View chart
Linde Stock (LIN)	0.1	$103k	223.00	462.35	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.1	$101k	1.3k	78.66	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.1	$101k	1.7k	58.44	View chart
Autozone Stock (AZO)	0.1	$92k	29.00	3169.55	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$90k	759.00	118.04	View chart
Canadian Pacific Kansas City Stock (CP)	0.1	$89k	1.2k	76.63	View chart
Gilead Sciences Stock (GILD)	0.1	$88k	949.00	92.67	View chart
Nextera Energy Stock (NEE)	0.1	$88k	1.1k	78.72	View chart
Eli Lilly & Co Stock (LLY)	0.1	$87k	109.00	802.26	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$84k	492.00	170.72	View chart
Kinder Morgan Inc Del Stock (KMI)	0.1	$81k	2.9k	28.27	View chart
Ishares Cybersecurity & Tech Etf Etf (IHAK)	0.1	$77k	1.5k	50.45	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.1	$75k	322.00	234.05	View chart
Fidelity Limited Term Bond Etf Etf (FLTB)	0.1	$75k	1.5k	49.92	View chart
Fidelity Msci Utilities Index Etf Etf (FUTY)	0.1	$74k	1.4k	53.38	View chart
U.s. Global Jets Etf Etf (JETS)	0.1	$73k	3.0k	24.55	View chart
Datadog Inc Cl A Stock (DDOG)	0.1	$73k	477.00	152.75	View chart
Hess Corp Stock (HES)	0.1	$72k	491.00	147.39	View chart
Deere & Co Stock (DE)	0.1	$70k	151.00	466.28	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.1	$70k	3.0k	23.50	View chart
Ventas Reit (VTR)	0.1	$69k	1.1k	64.10	View chart
Fs Kkr Cap Corp Cef (FSK)	0.1	$69k	3.1k	22.23	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.1	$68k	491.00	139.04	View chart
Shell Plc Spon Ads Adr (SHEL)	0.1	$68k	1.0k	64.80	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$64k	867.00	73.72	View chart
Realty Income Corp Reit (O)	0.1	$63k	1.1k	57.93	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.1	$62k	1.2k	52.66	View chart
Digital Rlty Tr Reit (DLR)	0.1	$62k	315.00	195.69	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.1	$62k	427.00	144.24	View chart
United States 12 Month Oil Fund Etf (USL)	0.1	$61k	1.7k	36.59	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$60k	248.00	242.57	View chart
Lazard Stock (LAZ)	0.1	$60k	1.0k	58.10	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$60k	1.0k	59.24	View chart
Wp Carey Reit (WPC)	0.1	$58k	1.0k	57.09	View chart
Texas Instrs Stock (TXN)	0.1	$57k	284.00	201.56	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$57k	1.9k	29.53	View chart
Progressive Corp Stock (PGR)	0.1	$57k	210.00	269.06	View chart
Fidelity Hedged Equity Etf Etf (FHEQ)	0.1	$56k	2.0k	28.09	View chart
Carrier Global Corporation Stock (CARR)	0.1	$55k	715.00	77.41	View chart
Patria Investments Limited Com Cl A Stock (PAX)	0.1	$55k	4.6k	11.96	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.1	$54k	938.00	57.10	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$54k	248.00	215.69	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$52k	774.00	67.45	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$50k	174.00	289.68	View chart
Fiserv Stock (FI)	0.0	$50k	228.00	220.96	View chart
Invesco S&p 500 Ex-rate Sensitive Low Volatility Etf Etf (XRLV)	0.0	$49k	862.00	56.69	View chart
Gallagher Arthur J & Co Stock (AJG)	0.0	$49k	155.00	313.52	View chart
American Express Stock (AXP)	0.0	$48k	158.00	305.05	View chart
Morgan Stanley Stock (MS)	0.0	$48k	365.00	131.67	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.0	$48k	932.00	51.38	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.0	$48k	634.00	74.87	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.0	$46k	139.00	332.99	View chart
Intel Corp Stock (INTC)	0.0	$46k	1.9k	24.06	View chart
Blue Owl Cap Corp Iii Stock (OBDE)	0.0	$46k	3.1k	14.88	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	0.0	$46k	862.00	52.75	View chart
Ha Sustainable Infra Cap Reit (HASI)	0.0	$45k	1.4k	31.37	View chart
Spdr Bloomberg Convertible Securities Etf Etf (CWB)	0.0	$45k	547.00	82.01	View chart
Crown Castle Reit (CCI)	0.0	$44k	411.00	106.45	View chart
Colgate Palmolive Stock (CL)	0.0	$43k	448.00	96.77	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$43k	541.00	79.10	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.0	$43k	350.00	121.35	View chart
Invesco Preferred Etf Etf (PGX)	0.0	$42k	3.5k	11.98	View chart
Booking Holdings Stock (BKNG)	0.0	$42k	8.00	5236.50	View chart
Danaher Corporation Stock (DHR)	0.0	$42k	173.00	241.02	View chart
Avantis U.s. Large Cap Value Etf Etf (AVLV)	0.0	$41k	573.00	71.22	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.0	$41k	182.00	223.51	View chart
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH)	0.0	$41k	274.00	148.18	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.0	$39k	56.00	695.80	View chart
Lam Research Corp Stock (LRCX)	0.0	$38k	518.00	73.94	View chart
At&t Stock (T)	0.0	$38k	1.6k	23.17	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$38k	263.00	143.53	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.0	$37k	381.00	98.22	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$37k	742.00	50.36	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.0	$37k	340.00	108.74	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.0	$37k	72.00	509.94	View chart
Communication Services Select Sector Spdr Fund Etf (XLC)	0.0	$37k	371.00	98.64	View chart
American Tower Corp Reit (AMT)	0.0	$36k	174.00	209.17	View chart
Toyota Motor Corp Ads Adr (TM)	0.0	$36k	212.00	170.66	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$36k	439.00	82.38	View chart
Vanguard Industrials Etf Etf (VIS)	0.0	$36k	128.00	279.88	View chart
L3harris Technologies Stock (LHX)	0.0	$36k	144.00	246.44	View chart
Vanguard Health Care Etf Etf (VHT)	0.0	$35k	128.00	274.36	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$34k	180.00	188.02	View chart
Blackstone Stock (BX)	0.0	$34k	175.00	191.43	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.0	$33k	519.00	63.28	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$33k	233.00	139.77	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$32k	124.00	260.81	View chart
Lululemon Athletica Stock (LULU)	0.0	$32k	100.00	320.66	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.0	$32k	723.00	44.20	View chart
United Airls Hldgs Stock (UAL)	0.0	$32k	330.00	96.83	View chart
Spdr Gold Shares Etf (GLD)	0.0	$31k	127.00	245.59	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$31k	711.00	43.19	View chart
Unilever Adr (UL)	0.0	$31k	509.00	59.84	View chart
Nike Inc Cl B Stock (NKE)	0.0	$30k	386.00	78.81	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.0	$30k	110.00	270.97	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.0	$30k	199.00	148.12	View chart
Royal Bk Cda Stock (RY)	0.0	$30k	234.00	125.89	View chart
Verisk Analytics Stock (VRSK)	0.0	$29k	100.00	294.21	View chart
South Bow Corp Stock	0.0	$29k	1.1k	26.05	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$29k	157.00	185.50	View chart
Uber Technologies Stock (UBER)	0.0	$29k	403.00	71.96	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$29k	164.00	176.52	View chart
Delta Air Lines Inc Del Stock (DAL)	0.0	$29k	448.00	63.82	View chart
Ameren Corp Stock (AEE)	0.0	$27k	285.00	94.49	View chart
Public Svc Enterprise Grp Stock (PEG)	0.0	$27k	282.00	94.59	View chart
Welltower Reit (WELL)	0.0	$26k	188.00	138.81	View chart
New Jersey Res Corp Stock (NJR)	0.0	$25k	490.00	51.58	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.0	$25k	667.00	37.66	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$25k	109.00	229.49	View chart
Workday Inc Cl A Stock (WDAY)	0.0	$25k	100.00	249.99	View chart
Ishares Us Financial Services Etf Etf (IYG)	0.0	$25k	301.00	82.52	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$25k	177.00	140.15	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$25k	259.00	95.72	View chart
Ing Groep Adr (ING)	0.0	$25k	1.6k	15.45	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$24k	131.00	185.73	View chart
Evergy Stock (EVRG)	0.0	$24k	373.00	64.71	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$24k	353.00	67.09	View chart
Franklin Resources Stock (BEN)	0.0	$23k	1.0k	22.76	View chart
Virtus Infracap U.s. Preferred Stock Etf Etf (PFFA)	0.0	$23k	1.0k	22.66	View chart
Main Str Cap Corp Cef (MAIN)	0.0	$23k	416.00	55.57	View chart
Schlumberger Ltd Com Stk Stock (SLB)	0.0	$23k	513.00	43.99	View chart
Stryker Corporation Stock (SYK)	0.0	$22k	56.00	398.09	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$22k	54.00	398.39	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$21k	118.00	181.13	View chart
Allstate Corp Stock (ALL)	0.0	$21k	100.00	207.39	View chart
BP Adr (BP)	0.0	$21k	704.00	29.31	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$20k	38.00	537.53	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	0.0	$20k	170.00	119.61	View chart
First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Etf (GRID)	0.0	$20k	160.00	126.03	View chart
Starbucks Corp Stock (SBUX)	0.0	$20k	195.00	102.63	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.0	$20k	82.00	242.13	View chart
Invesco S&p Midcap Low Volatility Etf Etf (XMLV)	0.0	$20k	300.00	65.64	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.0	$20k	105.00	186.55	View chart
Dominion Energy Stock (D)	0.0	$19k	329.00	58.91	View chart
Delek Us Hldgs Stock (DK)	0.0	$19k	1.0k	19.06	View chart
Hilton Worldwide Hldgs Stock (HLT)	0.0	$19k	76.00	253.43	View chart
Reliance Stock (RS)	0.0	$19k	59.00	322.88	View chart
Bunge Global Sa Stock (BG)	0.0	$19k	212.00	89.77	View chart
Thomson Reuters Corp Stock (TRI)	0.0	$19k	115.00	162.82	View chart
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)	0.0	$19k	312.00	59.87	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$19k	225.00	82.81	View chart
Air Prods & Chems Stock (APD)	0.0	$19k	55.00	336.75	View chart
Marathon Pete Corp Stock (MPC)	0.0	$18k	117.00	157.46	View chart
Loar Holdings Stock (LOAR)	0.0	$18k	200.00	92.08	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.0	$18k	783.00	23.13	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$18k	138.00	127.09	View chart
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)	0.0	$17k	313.00	55.49	View chart
3M Stock (MMM)	0.0	$17k	126.00	134.00	View chart
Arista Networks Stock	0.0	$16k	40.00	405.82	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.0	$16k	262.00	61.04	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$16k	53.00	301.68	View chart
Ea Bridgeway Omni Small-cap Value Etf Etf (BSVO)	0.0	$16k	677.00	23.60	View chart
Jacobs Solutions Stock (J)	0.0	$16k	112.00	141.23	View chart
Intellia Therapeutics Stock (NTLA)	0.0	$16k	1.0k	15.62	View chart
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV)	0.0	$16k	260.00	59.92	View chart
Citizens Finl Group Stock (CFG)	0.0	$16k	321.00	48.16	View chart
Cvs Health Corp Stock (CVS)	0.0	$15k	256.00	60.08	View chart
Vanguard Energy Etf Etf (VDE)	0.0	$15k	111.00	134.63	View chart
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV)	0.0	$15k	199.00	74.04	View chart
Wisdomtree Us Smallcap Quality Dividend Growth Fund Etf (DGRS)	0.0	$15k	261.00	56.31	View chart
Penske Automotive Grp Stock (PAG)	0.0	$14k	85.00	167.15	View chart
Paychex Stock (PAYX)	0.0	$14k	96.00	146.67	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.0	$14k	133.00	105.49	View chart
Phillips 66 Stock (PSX)	0.0	$14k	103.00	134.89	View chart
Qualcomm Stock (QCOM)	0.0	$14k	85.00	159.99	View chart
Disney Walt Stock (DIS)	0.0	$14k	115.00	117.48	View chart
Toro Stock (TTC)	0.0	$14k	155.00	87.12	View chart
General Mills Stock (GIS)	0.0	$13k	200.00	66.26	View chart
Target Corp Stock (TGT)	0.0	$13k	100.00	132.31	View chart
Spdr Nuveen Bloomberg Municipal Bond Etf Etf (TFI)	0.0	$13k	283.00	46.60	View chart
Diageo Adr (DEO)	0.0	$13k	108.00	120.05	View chart
Fidelity Msci Consumer Discretionary Index Etf Etf (FDIS)	0.0	$13k	128.00	98.04	View chart
Netapp Stock (NTAP)	0.0	$12k	101.00	122.78	View chart
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)	0.0	$12k	223.00	55.56	View chart
Spdr S&p Metals & Mining Etf Etf (XME)	0.0	$12k	173.00	69.10	View chart
Astrazeneca Adr (AZN)	0.0	$12k	171.00	67.87	View chart
Johnson Ctls Intl Stock (JCI)	0.0	$12k	136.00	84.34	View chart
Apa Corporation Stock (APA)	0.0	$11k	500.00	22.69	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$11k	84.00	134.20	View chart
Sysco Corp Stock (SYY)	0.0	$11k	145.00	77.21	View chart
Ishares Msci Acwi Low Carbon Target Etf Etf (CRBN)	0.0	$11k	54.00	202.98	View chart
Fidelity Low Volatility Factor Etf Etf (FDLO)	0.0	$11k	171.00	63.01	View chart
Fidelity Blue Chip Value Etf Etf (FBCV)	0.0	$11k	311.00	34.14	View chart
Conocophillips Stock (COP)	0.0	$10k	94.00	108.54	View chart
American Elec Pwr Stock (AEP)	0.0	$10k	102.00	99.86	View chart
Cisco Sys Stock (CSCO)	0.0	$10k	170.00	59.21	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$10k	220.00	45.67	View chart
Micron Technology Stock (MU)	0.0	$9.6k	98.00	97.95	View chart
Marsh & Mclennan Cos Stock (MMC)	0.0	$8.9k	38.00	233.55	View chart
Cubesmart Reit (CUBE)	0.0	$8.9k	178.00	49.78	View chart
Red Cat Hldgs Stock (RCAT)	0.0	$8.8k	745.00	11.77	View chart
Blue Owl Capital Inc Com Cl A Stock (OWL)	0.0	$8.7k	365.00	23.73	View chart
Mosaic Stock (MOS)	0.0	$8.4k	316.00	26.52	View chart
Quest Diagnostics Stock (DGX)	0.0	$8.3k	51.00	163.08	View chart
Invesco S&p Smallcap Low Volatility Etf Etf (XSLV)	0.0	$8.2k	160.00	51.34	View chart
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT)	0.0	$8.2k	210.00	38.87	View chart
Criteo S A Spons Ads Adr (CRTO)	0.0	$8.2k	200.00	40.78	View chart
Masco Corp Stock (MAS)	0.0	$8.1k	100.00	80.56	View chart
Bce Stock (BCE)	0.0	$8.0k	296.00	27.03	View chart
HSBC HLDGS Adr (HSBC)	0.0	$7.9k	168.00	46.93	View chart
Coupang Inc Cl A Stock (CPNG)	0.0	$7.6k	300.00	25.36	View chart
Applied Matls Stock (AMAT)	0.0	$7.2k	41.00	174.71	View chart
Performance Food Group Stock (PFGC)	0.0	$7.1k	81.00	88.23	View chart
Integer Hldgs Corp Stock (ITGR)	0.0	$7.0k	50.00	140.50	View chart
Shopify Inc Cl A Stock (SHOP)	0.0	$6.8k	59.00	115.59	View chart
Ubs Group Stock (UBS)	0.0	$6.8k	209.00	32.44	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$6.4k	40.00	160.05	View chart
Fidelity Msci Materials Index Etf Etf (FMAT)	0.0	$5.8k	106.00	54.83	View chart
Anavex Life Sciences Corp Stock (AVXL)	0.0	$5.5k	580.00	9.46	View chart
Graphic Packaging Hldg Stock (GPK)	0.0	$5.4k	178.00	30.09	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$5.2k	51.00	101.98	View chart
Grab Holdings Limited Class A Ord Stock (GRAB)	0.0	$5.0k	1.0k	5.00	View chart
Rocket Lab Usa Stock (RKLB)	0.0	$5.0k	182.00	27.28	View chart
Equity Residential Sh Ben Int Reit (EQR)	0.0	$5.0k	64.00	77.48	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.0	$5.0k	107.00	46.29	View chart
Fidelity Enhanced Large Cap Value Etf Etf (FELV)	0.0	$4.9k	150.00	32.96	View chart
Newmont Corp Stock (NEM)	0.0	$4.8k	115.00	42.02	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.0	$4.8k	144.00	33.14	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG)	0.0	$4.3k	84.00	51.76	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.0	$4.3k	78.00	55.40	View chart
Ge Aerospace Stock (GE)	0.0	$4.0k	22.00	182.64	View chart
Sempra Stock (SRE)	0.0	$3.9k	41.00	94.73	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$3.8k	18.00	209.11	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$3.7k	21.00	175.90	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$3.6k	66.00	55.21	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.0	$3.6k	58.00	61.38	View chart
The Trade Desk Inc Com Cl A Stock (TTD)	0.0	$3.5k	27.00	128.56	View chart
Pinnacle West Cap Corp Stock (PNW)	0.0	$3.3k	35.00	94.57	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	0.0	$3.3k	30.00	109.77	View chart
Gitlab Inc Class A Stock (GTLB)	0.0	$3.2k	50.00	63.76	View chart
Cadence Design System Stock (CDNS)	0.0	$3.1k	10.00	306.80	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$3.0k	22.00	136.45	View chart
Ishares Self-driving Ev & Tech Etf Etf (IDRV)	0.0	$3.0k	101.00	29.49	View chart
Rubrik Inc. Cl A Stock (RBRK)	0.0	$2.8k	55.00	50.82	View chart
Amentum Holdings Stock (AMTM)	0.0	$2.7k	112.00	24.35	View chart
Ge Vernova Stock (GEV)	0.0	$2.7k	8.00	334.12	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.0	$2.6k	93.00	28.20	View chart
Ishares Mbs Etf Etf (MBB)	0.0	$2.5k	26.00	97.38	View chart
Valero Energy Corp Stock (VLO)	0.0	$2.5k	18.00	139.06	View chart
First Solar Stock (FSLR)	0.0	$2.4k	12.00	199.25	View chart
Fidelity Msci Real Estate Index Etf Etf (FREL)	0.0	$2.3k	78.00	29.87	View chart
Goldman Sachs Activebeta International Equity Etf Etf (GSIE)	0.0	$2.1k	61.00	34.72	View chart
Wisdomtree International Quality Dividend Growth Fund Etf (IQDG)	0.0	$2.0k	54.00	36.39	View chart
Consolidated Edison Stock (ED)	0.0	$1.8k	18.00	101.00	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.0	$1.8k	28.00	63.96	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	0.0	$1.8k	30.00	59.03	View chart
Warner Music Group Corp Com Cl A Stock (WMG)	0.0	$1.8k	54.00	32.65	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.0	$1.6k	67.00	23.25	View chart
Ford Mtr Stock (F)	0.0	$1.3k	115.00	11.21	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$1.2k	22.00	56.45	View chart
Insmed Inc Com Par $.01 Stock (INSM)	0.0	$1.1k	15.00	75.13	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.0	$990.000000	10.00	99.00	View chart
Interpublic Group Cos Stock (IPG)	0.0	$932.001000	30.00	31.07	View chart
Ishares U.s. Infrastructure Etf Etf (IFRA)	0.0	$855.000000	16.00	53.44	View chart
Eni S P A Adr (E)	0.0	$845.001000	30.00	28.17	View chart
Vodafone Group Adr (VOD)	0.0	$843.001400	94.00	8.97	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.0	$817.000200	6.00	136.17	View chart
Fidelity Dividend Etf For Rising Rates Etf (FDRR)	0.0	$728.999700	13.00	56.08	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.0	$655.000000	1.00	655.00	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.0	$587.000000	10.00	58.70	View chart
Solventum Corp Stock (SOLV)	0.0	$500.999800	7.00	71.57	View chart
Rivian Automotive Inc Com Cl A Stock (RIVN)	0.0	$416.000200	34.00	12.24	View chart
Docusign Stock (DOCU)	0.0	$398.000000	5.00	79.60	View chart
Lithium Amers Corp Stock (LAC)	0.0	$370.995600	93.00	3.99	View chart
Snowflake Inc Cl A Stock (SNOW)	0.0	$350.000000	2.00	175.00	View chart
Ready Capital Corp Reit (RC)	0.0	$317.000300	43.00	7.37	View chart
Ishares Future Ai & Tech Etf Etf (ARTY)	0.0	$264.999700	7.00	37.86	View chart
Ishares Global Energy Etf Etf (IXC)	0.0	$129.999900	3.00	43.33	View chart
Canopy Growth Corp Stock (CGC)	0.0	$58.000500	15.00	3.87	View chart
Aurora Cannabis Stock (ACB)	0.0	$14.000100	3.00	4.67	View chart
Canoo Stock	0.0	$3.000200	7.00	0.43	View chart
Veralto Corp Stock (VLTO)	0.0	$0	0	0.00	View chart

Past Filings by Roxbury Financial

SEC 13F filings are viewable for Roxbury Financial going back to 2024

Roxbury Financial 2024 Q4 filed Jan. 30, 2025

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