CIK 2054149
Roxbury Financial LLC
Institutional 13F holdings & portfolio
Holdings
371
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 371
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MSFT | MICROSOFT CORP COM | 13K | $1M+ | SH |
| GOOGL | ALPHABET INC CAP STK CL A | 18K | $1M+ | SH |
| FBCG | FIDELITY BLUE CHIP GROWTH ETF | 81K | $1M+ | SH |
| V | VISA INC COM CL A | 10K | $1M+ | SH |
| AAPL | APPLE INC COM | 13K | $1M+ | SH |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | 39K | $1M+ | SH |
| IVV | ISHARES CORE S&P 500 ETF | 5K | $1M+ | SH |
| AMZN | AMAZON COM INC COM | 13K | $1M+ | SH |
| FSTA | FIDELITY MSCI CONSUMER STAPLES INDEX ETF | 57K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW COM | 29K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. COM | 8K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS COM | 8K | $1M+ | SH |
| WMT | WALMART INC COM | 21K | $1M+ | SH |
| MCK | MCKESSON CORP COM | 2K | $1M+ | SH |
| CAT | CATERPILLAR INC COM | 3K | $1M+ | SH |
| FHLC | FIDELITY MSCI HEALTH CARE INDEX ETF | 25K | $1M+ | SH |
| CB | CHUBB LIMITED COM | 5K | $1M+ | SH |
| LOW | LOWES COS INC COM | 7K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP COM | 3K | $1M+ | SH |
| RTX | RTX CORPORATION COM | 8K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION COM | 8K | $1M+ | SH |
| PRU | PRUDENTIAL FINL INC COM | 13K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING INC COM | 5K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW COM NEW | 11K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO COM | 8K | $1M+ | SH |
| FIDU | FIDELITY MSCI INDUSTRIAL INDEX ETF | 14K | $1M+ | SH |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 5K | $1M+ | SH |
| MCD | MCDONALDS CORP COM | 3K | $1M+ | SH |
| KO | COCA COLA CO COM | 14K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW COM | 1K | $500K+ | SH |
| CVX | CHEVRON CORP NEW COM | 6K | $500K+ | SH |
| FSMD | FIDELITY SMALL-MID MULTIFACTOR ETF | 22K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON COM | 5K | $500K+ | SH |
| FDLO | FIDELITY LOW VOLATILITY FACTOR ETF | 14K | $500K+ | SH |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | 4K | $500K+ | SH |
| AFL | AFLAC INC COM | 8K | $500K+ | SH |
| CRM | SALESFORCE INC COM | 3K | $500K+ | SH |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 14K | $500K+ | SH |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 12K | $500K+ | SH |
| ABBV | ABBVIE INC COM | 4K | $500K+ | SH |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 4K | $500K+ | SH |
| BLK | BLACKROCK INC COM | 728 | $500K+ | SH |
| ROP | ROPER TECHNOLOGIES INC COM | 2K | $500K+ | SH |
| VTV | VANGUARD VALUE ETF | 4K | $500K+ | SH |
| FNCL | FIDELITY MSCI FINANCIALS INDEX ETF | 8K | $500K+ | SH |
| AMGN | AMGEN INC COM | 2K | $500K+ | SH |
| MRK | MERCK & CO INC COM | 6K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TRUST | 867 | $500K+ | SH |
| HD | HOME DEPOT INC COM | 2K | $500K+ | SH |
| FENY | FIDELITY MSCI ENERGY INDEX ETF | 22K | $500K+ | SH |