Roxbury Financial LLC Top Holdings and 13F Report (2025) About Roxbury Financial LLCInvestment ActivityRoxbury Financial LLC has $103.71 million in total holdings as of December 31, 2024.Roxbury Financial LLC owns shares of 387 different stocks, but just 55 companies or ETFs make up 80% of its holdings.Largest Holdings Microsoft $5,899,077Fidelity Blue Chip Growth ETF $3,758,261Apple $3,560,393Visa $3,449,643Alphabet $3,203,110 Sector AllocationMap of 500 Largest Holdings ofRoxbury Financial LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorMSFTMicrosoft$5,899,07713,9305.7%Computer and TechnologyFBCGFidelity Blue Chip Growth ETF$3,758,26181,6833.6%ETFAAPLApple$3,560,39315,0013.4%Computer and TechnologyVVisa$3,449,64310,9483.3%Business ServicesGOOGLAlphabet$3,203,11018,9583.1%Computer and TechnologyAMZNAmazon.com$2,991,80714,3912.9%Retail/WholesaleFSTAFidelity MSCI Consumer Staples Index ETF$2,962,54056,6572.9%ETFONEQFidelity NASDAQ Composite Index ETF$2,888,91738,1022.8%ETFIVViShares Core S&P 500 ETF$2,666,8474,4072.6%ETFWFCWells Fargo & Company$2,320,87630,4692.2%FinanceIBMInternational Business Machines$2,120,5949,3242.0%Computer and TechnologyWMTWalmart$2,047,42722,1342.0%Retail/WholesaleJPMJPMorgan Chase & Co.$2,025,8708,1122.0%FinancePRUPrudential Financial$1,964,52515,1801.9%FinanceCBChubb$1,938,3696,7131.9%FinanceFHLCFidelity MSCI Health Care Index ETF$1,865,37126,5721.8%ETFLOWLowe's Companies$1,828,1726,7101.8%Retail/WholesaleLMTLockheed Martin$1,772,4973,3481.7%AerospaceADPAutomatic Data Processing$1,745,3705,6861.7%Business ServicesPGProcter & Gamble$1,723,0759,6121.7%Consumer StaplesMCKMcKesson$1,634,7872,6011.6%MedicalCATCaterpillar$1,358,9193,3461.3%Industrial ProductsNVDANVIDIA$1,253,4549,0661.2%Computer and TechnologyDUKDuke Energy$1,238,81410,5831.2%UtilitiesCOSTCostco Wholesale$1,188,5661,2221.1%Retail/WholesaleFIDUFidelity MSCI Industrials Index ETF$1,170,21915,1211.1%ETFCVXChevron$1,106,7966,8351.1%Oils/EnergyMCDMcDonald's$1,098,5963,7111.1%Retail/WholesaleCRMSalesforce$1,052,0683,1881.0%Computer and TechnologyROPRoper Technologies$1,025,1161,8091.0%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$1,021,5964,9911.0%ETFRTXRTX$1,020,8028,3781.0%AerospaceKOCoca-Cola$998,94215,5881.0%Consumer StaplesMRKMerck & Co., Inc.$962,9309,4730.9%MedicalAFLAflac$948,4708,3190.9%FinanceFSMDFidelity Small-Mid Multifactor ETF$895,43820,0410.9%ETFFENYFidelity MSCI Energy Index ETF$890,46333,7290.9%ETFCRWDCrowdStrike$881,5322,5480.9%Computer and TechnologyIWDiShares Russell 1000 Value ETF$826,4514,1360.8%ETFBLACKROCK INC COM$784,4477660.8%StockHDHome Depot$777,4921,8110.7%Retail/WholesaleXLEEnergy Select Sector SPDR Fund$763,9667,9970.7%ETFJNJJohnson & Johnson$732,3664,7240.7%MedicalDGROiShares Core Dividend Growth ETF$704,24110,8440.7%ETFVTVVanguard Value ETF$648,7573,5670.6%ETFITAiShares U.S. Aerospace & Defense ETF$635,3824,0840.6%ETFITWIllinois Tool Works$614,9372,2150.6%Industrial ProductsSPYSPDR S&P 500 ETF Trust$576,8589570.6%FinanceAMGNAmgen$571,7012,0210.6%MedicalLYBLyondellBasell Industries$556,8186,6810.5%Basic MaterialsXMHQInvesco S&P MidCap Quality ETF$525,5414,8590.5%ETFABBVAbbVie$496,1542,7120.5%MedicalTTETotalEnergies$482,5358,3210.5%Oils/EnergyTFCTruist Financial$474,8379,9580.5%FinanceBRK.BBerkshire Hathaway$461,7679560.4%FinanceEMREmerson Electric$437,7893,3010.4%Industrial ProductsPFEPfizer$398,91815,2200.4%MedicalNVSNovartis$398,6803,7690.4%MedicalENBEnbridge$384,9118,8730.4%Oils/EnergyCLBKColumbia Financial$382,83021,0000.4%FinanceGDGeneral Dynamics$374,4131,3180.4%AerospaceUSMViShares MSCI USA Min Vol Factor ETF$369,7393,9100.4%ETFMETAMeta Platforms$342,3495960.3%Computer and TechnologyEQIXEquinix$340,8193470.3%FinanceMOAltria Group$323,3585,6000.3%Consumer StaplesSUSuncor Energy$313,4907,9400.3%Oils/EnergyPEPPepsiCo$312,5061,9110.3%Consumer StaplesMETMetLife$306,7213,4760.3%FinanceIUSViShares Core S&P U.S. Value ETF$296,2882,9620.3%ManufacturingADIAnalog Devices$287,1381,3160.3%Computer and TechnologyHONHoneywell International$284,3701,2200.3%Multi-Sector ConglomeratesTRPTC Energy$279,9555,7210.3%Oils/EnergyMDTMedtronic$261,6583,0230.3%MedicalFDXFedEx$256,4308470.2%TransportationVTIVanguard Total Stock Market ETF$256,3008540.2%ETFPNCThe PNC Financial Services Group$253,3171,1790.2%FinanceTAPMolson Coors Beverage$250,8994,0420.2%Consumer StaplesPMPhilip Morris International$247,9621,8630.2%Consumer StaplesVVVanguard Large-Cap ETF$237,3688550.2%ETFUPSUnited Parcel Service$232,6691,7140.2%TransportationFNCLFidelity MSCI Financials Index ETF$232,2293,1670.2%ETFABTAbbott Laboratories$224,2981,8880.2%MedicalNOWServiceNow$223,5312130.2%Computer and TechnologyIBKRInteractive Brokers Group$201,7151,0550.2%FinanceCOFCapital One Financial$201,3611,0480.2%FinanceAMDAdvanced Micro Devices$199,8641,4570.2%Computer and TechnologyVZVerizon Communications$198,1804,4690.2%Computer and TechnologyCSXCSX$196,7185,3820.2%TransportationAMLPAlerian MLP ETF$192,2213,7450.2%ETFACNAccenture$191,3225270.2%Computer and TechnologyELVElevance Health$190,0244660.2%MedicalVONGVanguard Russell 1000 Growth ETF$186,9261,8220.2%ETFSIGISelective Insurance Group$179,6781,7600.2%FinanceFIDELITY ENHANCED LARGE CAP CORE ETF$175,6895,2000.2%ETFEPDEnterprise Products Partners$172,8805,0210.2%Oils/EnergyORCLOracle$168,5349110.2%Computer and TechnologyGSThe Goldman Sachs Group$165,7782720.2%FinanceVOOVanguard S&P 500 ETF$160,5412900.2%ETFFEFirstEnergy$157,8673,7100.2%UtilitiesPHParker-Hannifin$154,9492200.1%Industrial ProductsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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