Roxbury Financial LLC Purchases in Q4 2024

Roxbury Financial LLC

  • $104 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
4.86K
New
$98.47 - $109.35 $478K - $531K
4.86K $526M
ABBV
Abb Vie Inc.

Healthcare
2.71K
New
$164.99 - $203.87 $447K - $553K
2.71K $496M
TTE
Total Energies Se

Energy
8.32K
New
N/A
8.32K $483M
TFC
Truist Financial Corp

Financial Services
9.96K
New
$41.51 - $48.1 $413K - $479K
9.96K $475M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
956
New
$442.29 - $483.08 $423K - $462K
956 $462M
EMR
Emerson Electric CO

Industrials
3.3K
New
$108.13 - $134.33 $357K - $443K
3.3K $438M
PFE
Pfizer Inc

Healthcare
15.2K
New
$24.8 - $30.19 $377K - $459K
15.2K $399M
NVS
Novartis Ag

Healthcare
3.77K
New
$96.78 - $117.18 $365K - $442K
3.77K $399M
ENB
Enbridge Inc

Energy
8.87K
New
$40.4 - $43.92 $358K - $390K
8.87K $385M
CLBK
Columbia Financial, Inc.

Financial Services
21K
New
$15.81 - $19.14 $332K - $402K
21K $383M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.91K
New
$88.59 - $94.57 $346K - $370K
3.91K $370M
META
Meta Platforms, Inc.

Communication Services
596
New
$554.08 - $632.68 $330K - $377K
596 $342M
EQIX
Equinix Inc

Real Estate
347
New
$865.69 - $985.0 $300K - $342K
347 $341M
MO
Altria Group, Inc.

Consumer Defensive
5.6K
New
$49.06 - $57.74 $275K - $323K
5.6K $323M
SU
Suncor Energy Inc

Energy
7.94K
New
$34.5 - $41.53 $274K - $330K
7.94K $313M
PEP
Pepsico Inc

Consumer Defensive
1.91K
New
$151.29 - $176.1 $289K - $337K
1.91K $313M
MET
Metlife Inc

Financial Services
3.48K
New
$78.15 - $88.25 $272K - $307K
3.48K $307M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.96K
New
$91.94 - $100.02 $272K - $296K
2.96K $296M
ADI
Analog Devices Inc

Technology
1.32K
New
$206.35 - $236.48 $272K - $311K
1.32K $287M
HON
Honeywell International Inc

Industrials
1.22K
New
$202.84 - $236.0 $247K - $288K
1.22K $284M
TRP
Tc Energy Corp

Energy
5.72K
New
$44.03 - $50.23 $252K - $287K
5.72K $280M
MDT
Medtronic PLC

Healthcare
3.02K
New
$79.61 - $92.24 $241K - $279K
3.02K $262M
FDX
Fedex Corp

Industrials
847
New
$260.5 - $305.15 $221K - $258K
847 $256M
VTI
Vanguard Total Stock Market Et

ETFs
854
New
$280.04 - $302.45 $239K - $258K
854 $256M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.18K
New
$178.39 - $215.0 $210K - $253K
1.18K $253M
TAP
Molson Coors Beverage CO

Consumer Defensive
4.04K
New
$53.97 - $63.88 $218K - $258K
4.04K $251M
PM
Philip Morris International Inc.

Consumer Defensive
1.86K
New
$118.38 - $133.06 $221K - $248K
1.86K $248M
VV
Vanguard Large Cap ETF

ETFs
855
New
$260.27 - $280.65 $223K - $240K
855 $237M
UPS
United Parcel Service Inc

Industrials
1.71K
New
$122.65 - $138.35 $210K - $237K
1.71K $233M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
3.17K
New
$63.19 - $73.31 $200K - $232K
3.17K $232M
ABT
Abbott Laboratories

Healthcare
1.89K
New
$111.93 - $119.39 $211K - $225K
1.89K $224M
NOW
Service Now, Inc.

Technology
213
New
$867.18 - $1148.42 $185K - $245K
213 $224M
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.06K
New
$138.3 - $192.95 $146K - $204K
1.06K $202M
COF
Capital One Financial Corp

Financial Services
1.05K
New
$145.19 - $192.01 $152K - $201K
1.05K $201M
AMD
Advanced Micro Devices Inc

Technology
1.46K
New
$118.88 - $172.8 $173K - $252K
1.46K $200M
VZ
Verizon Communications Inc

Communication Services
4.47K
New
$39.6 - $45.21 $177K - $202K
4.47K $198M
CSX
Csx Corp

Industrials
5.38K
New
$31.58 - $36.88 $170K - $198K
5.38K $197M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
3.75K
New
$46.48 - $51.32 $174K - $192K
3.75K $192M
ACN
Accenture PLC

Technology
527
New
$343.9 - $376.86 $181K - $199K
527 $191M
ELV
Elevance Health, Inc.

Healthcare
466
New
$365.96 - $514.62 $171K - $240K
466 $190M
VONG
Vanguard Russell 1000 Growth E

ETFs
1.82K
New
$95.27 - $107.82 $174K - $196K
1.82K $187M
SIGI
Selective Insurance Group Inc

Financial Services
1.76K
New
$90.05 - $102.09 $158K - $180K
1.76K $180M
Fidelity Enhanced Large Cap Core ETF
5.2K
New
N/A
5.2K $176M
EPD
Enterprise Products Partners L.P.

Energy
5.02K
New
$28.66 - $34.43 $144K - $173K
5.02K $173M
ORCL
Oracle Corp

Technology
911
New
$165.41 - $192.43 $151K - $175K
911 $169M
GS
Goldman Sachs Group Inc

Financial Services
272
New
$486.1 - $608.57 $132K - $166K
272 $166M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
290
New
$521.84 - $558.82 $151K - $162K
290 $161M
FE
Firstenergy Corp

Utilities
3.71K
New
$39.14 - $44.52 $145K - $165K
3.71K $158M
PH
Parker Hannifin Corp

Industrials
220
New
$621.74 - $709.46 $137K - $156K
220 $155M
Activity Summary
Buys All Purchases 387 New Holdings 387 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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