Roxbury Financial LLC Purchases and Sells in Q1 2025

Roxbury Financial LLC

$102 Billion
Q1 2025

Top Buys

Incresed Positions

171 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FNCL	4.48K + 141.55%	$66.3 - $74.17 $297K - $333K	7.65K $561M
FIDELITY ENHANCED LARGE CAP VALUE ETF	9.38K + 6254.0%	N/A	9.53K $303M
FBCG	5.86K + 7.17%	$40.1 - $48.7 $235K - $285K	87.5K $3.93B
JPM	132 + 1.63%	$225.19 - $279.95 $29.7K - $37K	8.24K $2.18B
DYNF	2.15K + 249.65%	$48.06 - $53.73 $103K - $116K	3.01K $157M
FBCV	3.38K + 1087.46%	$31.01 - $32.71 $105K - $111K	3.69K $120M

New Holdings

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ISHARES FLEXIBLE INCOME ACTIVE ETF	3.51K New	N/A	3.51K $185M
MFS ACTIVE GROWTH ETF	4.81K New	N/A	4.81K $118M
TOST	2.05K New	$32.61 - $41.98 $66.9K - $86.1K	2.05K $79.1M
MLM	136 New	$460.39 - $552.64 $62.6K - $75.2K	136 $65.7M
ORCC	3.21K New	N/A	3.21K $49.6M
XAR	180 New	$157.71 - $180.77 $28.4K - $32.5K	180 $29.9M

Top Sells

Reduced Positions

85 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-240 - 1.72%	$375.39 - $447.2 $90.1K - $107K	13.7K $5.43B
PRU	-480 - 3.16%	$105.04 - $122.33 $50.4K - $58.7K	14.7K $1.69B
LMT	-13 - 0.39%	$423.19 - $506.29 $5.5K - $6.58K	3.34K $1.5B
TTE	-4.19K - 50.29%	N/A	4.14K $249M
CAT	-18 - 0.54%	$326.75 - $407.63 $5.88K - $7.34K	3.33K $1.14B
LOW	-169 - 2.52%	$222.66 - $268.42 $37.6K - $45.4K	6.54K $1.63B

Activity Summary All Purchases 188 New Holdings 17 Increased Positions 171 All Sells 85 Reductions 85 Sold out 0 Calls 0 Puts 0

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