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Roxbury Financial

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

Top 5 stock holdings are MSFT, FBCG, GOOGL, V, ONEQ, and represent 21.27% of Roxbury Financial's stock portfolio.
Added to shares of these 10 stocks: DYNF, RDDT, FBND, FHEQ, ABNB, U, SWK, CVX, LLY, CRM.
Started 14 new stock positions in U, SYFI, FYEE, SMMT, IEO, AMD, EQNR, BJ, FBND, SAP. RDDT, NVO, KVUE, HAL.
Reduced shares in these 10 stocks: FBCG, XMHQ, FHLC, UPS, PRU, AMGN, WPC, LYB, ACN, AAPL.
Sold out of its positions in ARGT, GPK, HES, James Hardie Industries SE, NNE, HOOD, SRPT, Summit Therapeutics Plc spons ads, WPC.
Roxbury Financial was a net seller of stock by $-508k.
Roxbury Financial has $108M in assets under management (AUM), dropping by 5.50%.
Central Index Key (CIK): 0002054149

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Portfolio Holdings for Roxbury Financial

Roxbury Financial holds 367 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corp Stock (MSFT)	6.5	$7.0M		14k	517.96	View chart
Fidelity Blue Chip Growth Etf Etf (FBCG)	4.2	$4.6M	-5%	85k	53.66	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	4.0	$4.4M		18k	243.10	View chart
Visa Inc Com Cl A Stock (V)	3.3	$3.6M		10k	341.38	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	3.3	$3.5M		40k	89.13	View chart
Apple Stock (AAPL)	3.2	$3.5M		14k	254.63	View chart
Ishares Core S&p 500 Etf Etf (IVV)	3.2	$3.4M		5.1k	669.36	View chart
Amazon Stock (AMZN)	2.8	$3.1M		14k	219.57	View chart
Fidelity Msci Consumer Staples Index Etf Etf (FSTA)	2.6	$2.8M		56k	49.84	View chart
Jpmorgan Chase & Co Stock (JPM)	2.3	$2.5M		8.0k	315.42	View chart
Wells Fargo Stock (WFC)	2.3	$2.5M		29k	83.82	View chart
International Business Machs Stock (IBM)	2.1	$2.3M		8.2k	282.15	View chart
Walmart Stock (WMT)	2.0	$2.2M		21k	103.06	View chart
Mckesson Corp Stock (MCK)	1.7	$1.9M		2.4k	772.60	View chart
Fidelity Msci Health Care Index Etf Etf (FHLC)	1.5	$1.6M	-8%	25k	66.87	View chart
Lowes Cos Stock (LOW)	1.5	$1.6M		6.5k	251.32	View chart
Lockheed Martin Corp Stock (LMT)	1.5	$1.6M		3.2k	499.18	View chart
Automatic Data Processing Stock (ADP)	1.5	$1.6M		5.4k	293.50	View chart
Nvidia Corporation Stock (NVDA)	1.5	$1.6M		8.5k	186.58	View chart
Chubb Stock (CB)	1.4	$1.5M		5.5k	282.24	View chart
Caterpillar Stock (CAT)	1.4	$1.5M	-2%	3.2k	477.16	View chart
Rtx Corporation Stock (RTX)	1.3	$1.4M		8.3k	167.34	View chart
Prudential Finl Stock (PRU)	1.2	$1.3M	-5%	13k	103.74	View chart
Procter And Gamble Stock (PG)	1.2	$1.3M		8.7k	153.65	View chart
Duke Energy Corp Stock (DUK)	1.2	$1.3M		10k	123.75	View chart
Fidelity Msci Industrial Index Etf Etf (FIDU)	1.1	$1.2M		15k	81.94	View chart
Costco Whsl Corp Stock (COST)	1.0	$1.1M		1.2k	925.50	View chart
Mcdonalds Corp Stock (MCD)	1.0	$1.1M		3.5k	303.87	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	1.0	$1.0M		4.8k	215.81	View chart
Chevron Corp Stock (CVX)	0.9	$1.0M	+4%	6.5k	155.28	View chart
Coca Cola Stock (KO)	0.9	$934k		14k	66.32	View chart
Aflac Stock (AFL)	0.8	$892k		8.0k	111.70	View chart
Fidelity Small-mid Multifactor Etf Etf (FSMD)	0.8	$880k		20k	44.01	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.8	$860k		4.1k	209.27	View chart
Johnson & Johnson Stock (JNJ)	0.8	$858k		4.6k	185.43	View chart
Blackrock Stock (BLK)	0.8	$853k		732.00	1165.69	View chart
Roper Technologies Stock (ROP)	0.8	$853k	-3%	1.7k	498.79	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.8	$851k	-2%	13k	68.08	View chart
Abbvie Stock (ABBV)	0.8	$822k		3.5k	231.56	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	0.7	$801k	+88%	14k	59.20	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.7	$783k	-3%	3.8k	203.61	View chart
Salesforce Stock (CRM)	0.7	$758k	+3%	3.2k	237.03	View chart
Vanguard Value Etf Etf (VTV)	0.7	$715k		3.8k	186.50	View chart
Home Depot Stock (HD)	0.6	$685k	-4%	1.7k	405.08	View chart
Fidelity Msci Financials Index Etf Etf (FNCL)	0.6	$611k		8.0k	76.34	View chart
Fidelity Msci Energy Index Etf Etf (FENY)	0.5	$588k	-3%	24k	24.72	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.5	$576k		865.00	665.95	View chart
Illinois Tool Wks Stock (ITW)	0.5	$553k		2.1k	260.81	View chart
Amgen Stock (AMGN)	0.5	$542k	-10%	1.9k	282.16	View chart
Merck & Co Stock (MRK)	0.5	$518k	-2%	6.2k	83.93	View chart
Novartis Adr (NVS)	0.4	$477k		3.7k	128.25	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.4	$477k		948.00	502.74	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.4	$470k		5.3k	89.34	View chart
General Dynamics Corp Stock (GD)	0.4	$462k		1.4k	340.88	View chart
Meta Platforms Inc Cl A Stock (META)	0.4	$460k		626.00	733.99	View chart
Enbridge Stock (ENB)	0.4	$451k		8.9k	50.46	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.4	$433k	-3%	4.6k	95.14	View chart
Truist Finl Corp Stock (TFC)	0.4	$431k		9.4k	45.72	View chart
Emerson Elec Stock (EMR)	0.4	$428k		3.3k	131.19	View chart
Altria Group Stock (MO)	0.3	$375k		5.7k	66.06	View chart
Fidelity Enhanced Large Cap Value Etf Etf (FELV)	0.3	$329k		9.8k	33.53	View chart
Suncor Energy Stock (SU)	0.3	$319k	-4%	7.6k	41.81	View chart
Ishares Flexible Income Active Etf Etf (BINC)	0.3	$315k	+4%	5.9k	53.24	View chart
Tc Energy Corp Stock (TRP)	0.3	$315k		5.8k	54.41	View chart
Oracle Corp Stock (ORCL)	0.3	$307k		1.1k	281.20	View chart
Philip Morris Intl Stock (PM)	0.3	$306k		1.9k	162.17	View chart
Analog Devices Stock (ADI)	0.3	$291k		1.2k	245.78	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.3	$289k	-3%	2.9k	99.94	View chart
Metlife Stock (MET)	0.3	$284k		3.4k	82.37	View chart
Medtronic Stock (MDT)	0.3	$281k		2.9k	95.24	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.3	$276k		839.00	328.36	View chart
Equinix Reit (EQIX)	0.2	$264k		338.00	782.14	View chart
Vanguard Large-cap Etf Etf (VV)	0.2	$263k		854.00	307.99	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.2	$260k	-28%	3.1k	83.53	View chart
Honeywell Intl Stock (HON)	0.2	$259k		1.2k	210.55	View chart
Abbott Labs Stock (ABT)	0.2	$253k		1.9k	133.93	View chart
Tesla Stock (TSLA)	0.2	$247k	+2%	556.00	444.72	View chart
Columbia Finl Stock (CLBK)	0.2	$240k		16k	15.01	View chart
Pnc Finl Svcs Group Stock (PNC)	0.2	$240k		1.2k	200.87	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.2	$228k		817.00	279.12	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$227k		473.00	479.11	View chart
Broadcom Stock (AVGO)	0.2	$225k		680.00	330.09	View chart
Netflix Stock (NFLX)	0.2	$222k	+6%	185.00	1198.92	View chart
Goldman Sachs Group Stock (GS)	0.2	$220k		276.00	797.49	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.2	$217k		1.8k	120.49	View chart
Capital One Finl Corp Stock (COF)	0.2	$217k		1.0k	212.62	View chart
Ishares Large Cap Value Active Etf Etf (BLCV)	0.2	$204k	+4%	5.7k	35.88	View chart
Pfizer Stock (PFE)	0.2	$202k		7.9k	25.48	View chart
Reddit Inc Cl A Stock (RDDT)	0.2	$199k	NEW	865.00	229.99	View chart
Fidelity Enhanced Large Cap Core Etf Etf (FELC)	0.2	$198k		5.3k	37.27	View chart
Fidelity Hedged Equity Etf Etf (FHEQ)	0.2	$187k	+189%	6.1k	30.68	View chart
The Trade Desk Inc Com Cl A Stock (TTD)	0.2	$185k	-8%	3.8k	49.01	View chart
Eli Lilly & Co Stock (LLY)	0.2	$183k	+28%	240.00	763.32	View chart
Totalenergies Se Adr (TTE)	0.2	$181k		3.0k	59.69	View chart
Verizon Communications Stock (VZ)	0.2	$181k	-8%	4.1k	43.95	View chart
Fidelity Total Bond Etf Etf (FBND)	0.2	$178k	NEW	3.9k	46.24	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.2	$178k		291.00	611.49	View chart
Alerian Mlp Etf Etf (AMLP)	0.2	$177k		3.8k	46.92	View chart
Csx Corp Stock (CSX)	0.2	$177k		5.0k	35.51	View chart
Parker-hannifin Corp Stock (PH)	0.2	$168k		221.00	758.84	View chart
Enterprise Prods Partners Stock (EPD)	0.2	$165k		5.3k	31.27	View chart
Fidelity Low Volatility Factor Etf Etf (FDLO)	0.1	$162k	+15%	2.5k	65.88	View chart
Molson Coors Beverage Co Cl B Stock (TAP)	0.1	$159k	-3%	3.5k	45.25	View chart
Pepsico Stock (PEP)	0.1	$156k	-13%	1.1k	140.41	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$154k		636.00	242.06	View chart
Palo Alto Networks Stock (PANW)	0.1	$154k		756.00	203.62	View chart
Lyondellbasell Industries N V Shs - A - Stock (LYB)	0.1	$151k	-26%	3.1k	49.05	View chart
Mfs Active Growth Etf Etf (MFSG)	0.1	$151k		5.4k	28.15	View chart
Stanley Black & Decker Stock (SWK)	0.1	$149k	+46%	2.0k	74.31	View chart
Firstenergy Corp Stock (FE)	0.1	$147k		3.2k	45.81	View chart
Natera Stock (NTRA)	0.1	$145k	+12%	900.00	160.97	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.1	$144k		447.00	322.92	View chart
Selective Ins Group Stock (SIGI)	0.1	$143k		1.8k	81.07	View chart
Fidelity Blue Chip Value Etf Etf (FBCV)	0.1	$141k		4.1k	34.08	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.1	$125k		443.00	281.62	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$124k	-3%	341.00	364.96	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$123k		165.00	746.85	View chart
Autozone Stock (AZO)	0.1	$120k		28.00	4290.25	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$119k		489.00	243.55	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.1	$117k		1.5k	79.91	View chart
Star Group L P Unit Ltd Partnr Stock (SGU)	0.1	$116k		9.8k	11.83	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$114k		1.8k	62.48	View chart
Bank America Corp Stock (BAC)	0.1	$114k	-11%	2.2k	51.59	View chart
M & T Bk Corp Stock (MTB)	0.1	$111k		564.00	197.53	View chart
Gilead Sciences Stock (GILD)	0.1	$109k		981.00	110.96	View chart
Linde Stock (LIN)	0.1	$107k		226.00	474.73	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$103k		213.00	483.99	View chart
Ishares Cybersecurity & Tech Etf Etf (IHAK)	0.1	$96k		1.8k	52.34	View chart
Uber Technologies Stock (UBER)	0.1	$95k	+31%	974.00	97.97	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.1	$93k	+12600%	762.00	121.42	View chart
Ge Aerospace Stock (GE)	0.1	$92k	-5%	304.00	301.22	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$89k		327.00	271.00	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$87k		775.00	112.71	View chart
Deere & Co Stock (DE)	0.1	$84k		183.00	458.04	View chart
Southern Stock (SO)	0.1	$84k		881.00	94.80	View chart
Martin Marietta Materials Stock (MLM)	0.1	$83k		132.00	628.33	View chart
Fidelity Msci Utilities Index Etf Etf (FUTY)	0.1	$81k	+3%	1.4k	56.48	View chart
Fidelity Limited Term Bond Etf Etf (FLTB)	0.1	$79k		1.6k	50.66	View chart
Nextera Energy Stock (NEE)	0.1	$77k		1.0k	75.50	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.1	$77k		3.0k	25.71	View chart
Schwab Us Large Cap Growth Etf Etf (SCHG)	0.1	$77k		2.4k	31.91	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$77k	-4%	794.00	96.56	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$77k		877.00	87.33	View chart
Toast Inc Cl A Stock (TOST)	0.1	$76k		2.1k	36.51	View chart
Ventas Reit (VTR)	0.1	$76k		1.1k	69.96	View chart
Shell Plc Spon Ads Adr (SHEL)	0.1	$76k		1.1k	71.53	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$75k		152.00	490.38	View chart
Kinder Morgan Inc Del Stock (KMI)	0.1	$75k	-5%	2.6k	28.31	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$74k	-13%	389.00	189.78	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$71k	-42%	288.00	246.51	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$70k		580.00	120.76	View chart
Lam Research Corp Stock (LRCX)	0.1	$70k		520.00	133.82	View chart
Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.1	$69k		295.00	234.57	View chart
Patria Investments Limited Com Cl A Stock (PAX)	0.1	$68k		4.7k	14.60	View chart
U.s. Global Jets Etf Etf (JETS)	0.1	$68k		2.8k	24.65	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.1	$66k	-40%	430.00	154.39	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.1	$66k	+10%	865.00	76.40	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.1	$65k		1.2k	55.69	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.1	$64k		389.00	164.39	View chart
Micron Technology Stock (MU)	0.1	$64k	-3%	381.00	167.22	View chart
Spdr Gold Shares Etf (GLD)	0.1	$63k	+11%	176.00	355.47	View chart
Unity Software Stock (U)	0.1	$60k	NEW	1.5k	40.04	View chart
United States 12 Month Oil Fund Etf (USL)	0.1	$59k		1.7k	35.60	View chart
Morgan Stanley Stock (MS)	0.1	$59k		373.00	158.85	View chart
Lazard Stock (LAZ)	0.1	$55k		1.0k	52.81	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.1	$55k		949.00	57.52	View chart
Digital Rlty Tr Reit (DLR)	0.1	$55k		315.00	172.88	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$54k		262.00	206.66	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$54k		2.0k	27.30	View chart
Texas Instrs Stock (TXN)	0.0	$54k		291.00	183.69	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$53k		373.00	142.03	View chart
Progressive Corp Stock (PGR)	0.0	$53k		214.00	247.32	View chart
Royal Bk Cda Stock (RY)	0.0	$51k	+2%	347.00	147.22	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$51k		546.00	93.40	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.0	$51k		946.00	53.89	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$51k	-2%	779.00	65.28	View chart
Spdr Bloomberg Convertible Securities Etf Etf (CWB)	0.0	$50k		553.00	90.48	View chart
At&t Stock (T)	0.0	$49k	+2%	1.7k	28.24	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$49k		275.00	176.56	View chart
Invesco S&p 500 Ex-rate Sensitive Low Volatility Etf Etf (XRLV)	0.0	$48k		869.00	55.58	View chart
Fs Kkr Cap Corp Cef (FSK)	0.0	$48k		3.2k	14.93	View chart
American Express Stock (AXP)	0.0	$48k		143.00	332.90	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.0	$47k		639.00	73.44	View chart
Union Pac Corp Stock (UNP)	0.0	$47k	-20%	198.00	236.75	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$46k		176.00	260.39	View chart
L3harris Technologies Stock (LHX)	0.0	$45k		147.00	305.31	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$45k		747.00	59.96	View chart
Communication Services Select Sector Spdr Fund Etf (XLC)	0.0	$45k		376.00	118.41	View chart
Colgate Palmolive Stock (CL)	0.0	$44k	+22%	553.00	79.95	View chart
Ing Groep Adr (ING)	0.0	$44k		1.7k	26.07	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$44k	-21%	241.00	182.45	View chart
Booking Holdings Stock (BKNG)	0.0	$44k		8.00	5474.88	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.0	$44k		356.00	122.29	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.0	$43k		72.00	603.12	View chart
Crown Castle Reit (CCI)	0.0	$42k		432.00	96.53	View chart
Toyota Motor Corp Ads Adr (TM)	0.0	$42k		218.00	191.08	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.0	$41k		1.4k	29.64	View chart
Canadian Pacific Kansas City Stock (CP)	0.0	$40k	-27%	541.00	74.44	View chart
Hdfc Bank Adr (HDB)	0.0	$40k	+194%	1.2k	34.15	View chart
Nike Inc Cl B Stock (NKE)	0.0	$39k		562.00	69.77	View chart
Vanguard Industrials Etf Etf (VIS)	0.0	$38k		130.00	295.40	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.0	$37k		492.00	76.04	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$37k		449.00	82.94	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.0	$36k		388.00	91.48	View chart
Welltower Reit (WELL)	0.0	$35k		196.00	178.02	View chart
Cvs Health Corp Stock (CVS)	0.0	$35k		461.00	75.40	View chart
Capital Group International Focus Equity Etf Etf (CGXU)	0.0	$34k		1.2k	29.62	View chart
Fedex Corp Stock (FDX)	0.0	$34k	-25%	145.00	235.65	View chart
Vanguard Health Care Etf Etf (VHT)	0.0	$34k		130.00	260.46	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$33k	-19%	740.00	45.09	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.0	$33k		138.00	239.14	View chart
Delek Us Hldgs Stock (DK)	0.0	$33k		1.0k	32.28	View chart
South Bow Corp Stock (SOBO)	0.0	$33k		1.2k	28.29	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.0	$32k		110.00	293.79	View chart
United Airls Hldgs Stock (UAL)	0.0	$32k		330.00	96.50	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$32k		125.00	254.06	View chart
Unilever Adr (UL)	0.0	$31k		521.00	59.30	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$31k		157.00	194.20	View chart
Ameren Corp Stock (AEE)	0.0	$30k		289.00	104.49	View chart
Evergy Stock (EVRG)	0.0	$30k		389.00	75.95	View chart
Fiserv Stock (FI)	0.0	$29k		228.00	128.93	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$29k		234.00	124.59	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$29k		165.00	174.90	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.0	$28k		204.00	138.83	View chart
Bjs Whsl Club Hldgs Stock (BJ)	0.0	$28k	NEW	300.00	93.25	View chart
Ishares Us Financial Services Etf Etf (IYG)	0.0	$27k		302.00	89.54	View chart
Main Str Cap Corp Cef (MAIN)	0.0	$27k		423.00	63.52	View chart
American Tower Corp Reit (AMT)	0.0	$26k		136.00	192.59	View chart
Delta Air Lines Inc Del Stock (DAL)	0.0	$26k		452.00	56.79	View chart
Blackstone Stock (BX)	0.0	$26k	-5%	150.00	170.63	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$25k		54.00	468.41	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.0	$25k		77.00	326.36	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$25k		177.00	139.67	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$25k		111.00	221.23	View chart
New Jersey Res Corp Stock (NJR)	0.0	$24k		503.00	48.17	View chart
Loar Holdings Stock (LOAR)	0.0	$24k		300.00	80.00	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.0	$24k		106.00	221.85	View chart
Arista Networks Stock (ANET)	0.0	$23k		156.00	145.71	View chart
Virtus Infracap U.s. Preferred Stock Etf Etf (PFFA)	0.0	$23k		1.0k	21.71	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	0.0	$22k		172.00	130.24	View chart
Novo-nordisk A S Adr (NVO)	0.0	$22k	NEW	400.00	55.49	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$22k		38.00	576.00	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$22k		227.00	95.57	View chart
Schwab Etfs- Us Small-cap Etf Etf (SCHA)	0.0	$22k	+14%	776.00	27.90	View chart
Allstate Corp Stock (ALL)	0.0	$22k		100.00	214.65	View chart
Stryker Corporation Stock (SYK)	0.0	$21k		57.00	371.09	View chart
BP Adr (BP)	0.0	$21k		611.00	34.46	View chart
Cyberark Software Stock (CYBR)	0.0	$21k		43.00	483.14	View chart
3M Stock (MMM)	0.0	$20k		131.00	155.62	View chart
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)	0.0	$20k		317.00	62.85	View chart
Hilton Worldwide Hldgs Stock (HLT)	0.0	$20k		76.00	259.43	View chart
Invesco S&p Midcap Low Volatility Etf Etf (XMLV)	0.0	$19k		304.00	63.54	View chart
Verisk Analytics Stock (VRSK)	0.0	$19k		75.00	251.51	View chart
Public Svc Enterprise Grp Stock (PEG)	0.0	$19k		223.00	83.41	View chart
Workday Inc Cl A Stock (WDAY)	0.0	$18k		75.00	240.73	View chart
Thomson Reuters Corp Stock (TRI)	0.0	$18k		115.00	155.55	View chart
Citizens Finl Group Stock (CFG)	0.0	$18k		330.00	53.19	View chart
Reliance Stock (RS)	0.0	$17k		60.00	281.98	View chart
Jacobs Solutions Stock (J)	0.0	$17k		112.00	149.86	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.0	$17k		157.00	106.76	View chart
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)	0.0	$17k		317.00	52.23	View chart
Invesco Currencyshares Euro Trust Etf (FXE)	0.0	$16k		143.00	108.75	View chart
Air Prods & Chems Stock (APD)	0.0	$15k		56.00	274.80	View chart
Invesco Currencyshares Swiss Franc Trust Etf (FXF)	0.0	$15k		138.00	111.23	View chart
Johnson Ctls Intl Stock (JCI)	0.0	$15k		139.00	109.59	View chart
General Mills Stock (GIS)	0.0	$15k		300.00	50.42	View chart
Penske Automotive Grp Stock (PAG)	0.0	$15k		85.00	174.55	View chart
Twilio Inc Cl A Stock (TWLO)	0.0	$15k		147.00	100.09	View chart
Phillips 66 Stock (PSX)	0.0	$15k		108.00	135.60	View chart
Qualcomm Stock (QCOM)	0.0	$15k		88.00	165.69	View chart
Fidelity Yield Enhanced Equity Etf Etf (FYEE)	0.0	$14k	NEW	500.00	28.04	View chart
Fidelity Msci Consumer Discretionary Index Etf Etf (FDIS)	0.0	$14k		134.00	102.52	View chart
Ab Short Duration High Yield Etf Etf (SYFI)	0.0	$13k	NEW	372.00	36.11	View chart
Intuitive Surgical Stock (ISRG)	0.0	$13k	-21%	30.00	447.23	View chart
Spdr S&p Metals & Mining Etf Etf (XME)	0.0	$13k		144.00	92.92	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$13k	-19%	246.00	54.18	View chart
Paychex Stock (PAYX)	0.0	$13k		98.00	127.16	View chart
Sysco Corp Stock (SYY)	0.0	$12k		148.00	82.45	View chart
Realty Income Corp Reit (O)	0.0	$12k		200.00	60.79	View chart
HSBC HLDGS Adr (HSBC)	0.0	$12k		168.00	71.04	View chart
Sprott Physical Gold Trust Cef Cef (PHYS)	0.0	$12k		395.00	29.62	View chart
Vaneck Junior Gold Miners Etf Etf (GDXJ)	0.0	$12k		118.00	99.03	View chart
Cisco Sys Stock (CSCO)	0.0	$12k		170.00	68.42	View chart
American Elec Pwr Stock (AEP)	0.0	$12k		102.00	112.50	View chart
Mosaic Stock (MOS)	0.0	$11k		326.00	34.67	View chart
Diageo Adr (DEO)	0.0	$10k		109.00	95.09	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$10k		69.00	148.61	View chart
Quest Diagnostics Stock (DGX)	0.0	$9.9k		52.00	190.12	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.0	$9.6k		110.00	87.59	View chart
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT)	0.0	$9.4k		212.00	44.54	View chart
Ishares U.s. Oil & Gas Exploration & Production Etf Etf (IEO)	0.0	$9.3k	NEW	101.00	92.32	View chart
Target Corp Stock (TGT)	0.0	$9.3k		103.00	89.98	View chart
Newamsterdam Pharma Company Nv Ordinary Shares Stock (NAMS)	0.0	$9.2k	+22%	324.00	28.44	View chart
Performance Food Group Stock (PFGC)	0.0	$8.4k		81.00	104.04	View chart
Ubs Group Stock (UBS)	0.0	$8.4k		205.00	41.05	View chart
Ascendis Pharma A/s Adr (ASND)	0.0	$8.3k		42.00	198.81	View chart
First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Etf (GRID)	0.0	$8.3k		55.00	151.07	View chart
Applied Matls Stock (AMAT)	0.0	$8.2k		40.00	204.75	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$8.0k		55.00	145.93	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.0	$7.8k		200.00	39.22	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.0	$7.6k	-75%	97.00	78.00	View chart
Cubesmart Reit (CUBE)	0.0	$7.5k		185.00	40.59	View chart
Doximity Inc Cl A Stock (DOCS)	0.0	$7.3k		100.00	73.15	View chart
Coupang Inc Cl A Stock (CPNG)	0.0	$7.2k		225.00	32.20	View chart
Masco Corp Stock (MAS)	0.0	$7.0k		100.00	70.39	View chart
Halliburton Stock (HAL)	0.0	$6.9k	NEW	282.00	24.60	View chart
Bce Stock (BCE)	0.0	$6.9k		296.00	23.39	View chart
Hertz Global Hldgs Stock (HTZ)	0.0	$6.8k		1.0k	6.80	View chart
Sempra Stock (SRE)	0.0	$6.6k	+32%	74.00	89.73	View chart
Blue Owl Capital Inc Com Cl A Stock (OWL)	0.0	$6.2k		365.00	16.93	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$5.9k		52.00	113.71	View chart
Pinnacle West Cap Corp Stock (PNW)	0.0	$5.2k		58.00	89.14	View chart
Integer Hldgs Corp Stock (ITGR)	0.0	$5.2k		50.00	103.34	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.0	$5.1k		9.00	564.11	View chart
Legend Biotech Corp Adr (LEGN)	0.0	$4.9k		149.00	32.61	View chart
Ershares Private-public Crossover Etf Etf (XOVR)	0.0	$4.6k		216.00	21.12	View chart
Grab Holdings Limited Class A Ord Stock (GRAB)	0.0	$4.5k		750.00	6.02	View chart
Hims & Hers Health Inc Com Cl A Stock (HIMS)	0.0	$4.4k		78.00	56.72	View chart
Advanced Micro Devices Stock (AMD)	0.0	$4.4k	NEW	27.00	161.78	View chart
Equity Residential Sh Ben Int Reit (EQR)	0.0	$4.3k		66.00	65.05	View chart
Fidelity Crypto Industry And Digital Payments Etf Etf (FDIG)	0.0	$4.0k		81.00	49.10	View chart
Summit Therapeutics Stock (SMMT)	0.0	$3.9k	NEW	187.00	20.66	View chart
Consolidated Edison Stock (ED)	0.0	$3.8k		38.00	101.13	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$3.7k		19.00	196.11	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$3.7k		57.00	65.00	View chart
Ishares Self-driving Ev & Tech Etf Etf (IDRV)	0.0	$3.7k		101.00	36.67	View chart
Adma Biologics Stock (ADMA)	0.0	$3.5k		237.00	14.66	View chart
Starbucks Corp Stock (SBUX)	0.0	$3.4k		40.00	85.20	View chart
Criteo S A Spons Ads Adr (CRTO)	0.0	$3.4k		150.00	22.60	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$3.2k	+4%	23.00	137.91	View chart
Cadence Design System Stock (CDNS)	0.0	$3.2k		9.00	351.22	View chart
Marathon Pete Corp Stock (MPC)	0.0	$3.1k		16.00	195.38	View chart
Valero Energy Corp Stock (VLO)	0.0	$3.1k		18.00	170.28	View chart
Cameco Corp Stock (CCJ)	0.0	$2.9k		34.00	83.85	View chart
Amentum Holdings Stock (AMTM)	0.0	$2.8k		118.00	23.95	View chart
Rubrik Inc. Cl A Stock (RBRK)	0.0	$2.8k		34.00	82.26	View chart
Sap Aktiengesellschaft Adr (SAP)	0.0	$2.7k	NEW	10.00	267.20	View chart
First Solar Stock (FSLR)	0.0	$2.6k		12.00	220.50	View chart
Goldman Sachs Activebeta International Equity Etf Etf (GSIE)	0.0	$2.6k		63.00	41.13	View chart
Equinor Asa Adr (EQNR)	0.0	$2.4k	NEW	100.00	24.38	View chart
Vodafone Group Adr (VOD)	0.0	$2.4k		206.00	11.62	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.0	$2.4k		35.00	67.34	View chart
Insmed Inc Com Par $.01 Stock (INSM)	0.0	$2.2k		15.00	144.00	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.0	$2.1k		28.00	76.71	View chart
Interpublic Group Cos Stock (IPG)	0.0	$1.9k		69.00	27.74	View chart
Gitlab Inc Class A Stock (GTLB)	0.0	$1.7k		38.00	45.08	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.0	$1.5k		48.00	31.62	View chart
Intel Corp Stock (INTC)	0.0	$1.5k		45.00	33.67	View chart
Interactive Brokers Group Inc Com Cl A Stock (IBKR)	0.0	$1.5k	-8%	22.00	67.59	View chart
Warner Music Group Corp Com Cl A Stock (WMG)	0.0	$1.4k		41.00	34.34	View chart
Ford Mtr Stock (F)	0.0	$1.4k		117.00	11.95	View chart
Invesco S&p Midcap Quality Etf Etf (XMHQ)	0.0	$1.1k	-99%	10.00	105.10	View chart
Eni S P A Adr (E)	0.0	$1.0k		30.00	34.97	View chart
Kenvue Stock (KVUE)	0.0	$973.998000	NEW	60.00	16.23	View chart
Fidelity Dividend Etf For Rising Rates Etf (FDRR)	0.0	$818.000400		14.00	58.43	View chart
Ishares Gold Trust Etf Etf (IAU)	0.0	$728.000000		10.00	72.80	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$534.000000		8.00	66.75	View chart
Lithium Amers Corp Stock (LAC)	0.0	$531.002100		93.00	5.71	View chart
Solventum Corp Stock (SOLV)	0.0	$511.000000		7.00	73.00	View chart
Snowflake Stock (SNOW)	0.0	$451.000000		2.00	225.50	View chart
Ishares Future Ai & Tech Etf Etf (ARTY)	0.0	$327.000100		7.00	46.71	View chart
Rivian Automotive Inc Com Cl A Stock (RIVN)	0.0	$220.000500		15.00	14.67	View chart
Ready Capital Corp Reit (RC)	0.0	$166.001500		43.00	3.86	View chart
Dominion Energy Stock (D)	0.0	$59.000000	-99%	1.00	59.00	View chart
Invesco S&p Smallcap Low Volatility Etf Etf (XSLV)	0.0	$43.000000	-99%	1.00	43.00	View chart
Canopy Growth Corp Stock (CGC)	0.0	$23.000000		16.00	1.44	View chart
Aurora Cannabis Stock (ACB)	0.0	$18.000000		3.00	6.00	View chart

Past Filings by Roxbury Financial

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

Roxbury Financial 2025 Q3 filed Oct. 1, 2025
Roxbury Financial 2025 Q2 filed July 7, 2025
Roxbury Financial 2025 Q1 filed April 9, 2025
Roxbury Financial 2024 Q4 filed Jan. 30, 2025

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