Roxbury Financial LLC Purchases in Q4 2024

Roxbury Financial LLC

  • $104 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TMO
Thermo Fisher Scientific Inc.

Healthcare
288
New
$501.29 - $612.85 $144K - $177K
288 $153M
TSLA
Tesla, Inc.

Consumer Cyclical
440
New
$213.65 - $479.86 $94K - $211K
440 $152M
PANW
Palo Alto Networks Inc

Technology
388
New
$181.96 - $405.9 $70.6K - $157K
388 $150M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.14K
New
$59.25 - $72.99 $127K - $156K
2.14K $139M
MTB
M&T Bank Corp

Financial Services
596
New
$172.48 - $221.95 $103K - $132K
596 $131M
NTRA
Natera, Inc.

Healthcare
753
New
$117.67 - $174.0 $88.6K - $131K
753 $126M
NFLX
Netflix Inc

Communication Services
138
New
$687.65 - $936.56 $94.9K - $129K
138 $122M
SGU
Star Group, L.P.

Energy
9.6K
New
$10.91 - $12.66 $105K - $122K
9.6K $122M
BAC
Bank Of America Corp

Financial Services
2.42K
New
$39.22 - $47.77 $94.8K - $116K
2.42K $115M
UNP
Union Pacific Corp

Industrials
461
New
$223.15 - $249.32 $103K - $115K
461 $113M
VGT
Vanguard Information Technolog

ETFs
172
New
$571.78 - $647.97 $98.3K - $111K
172 $108M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.04K
New
$94.43 - $105.47 $98.5K - $110K
1.04K $105M
VUG
Vanguard Growth ETF

ETFs
257
New
$378.79 - $428.11 $97.3K - $110K
257 $105M
SO
Southern CO

Utilities
1.17K
New
$81.5 - $94.15 $95.6K - $110K
1.17K $105M
Linde PLC Shs
223
New
N/A
223 $103M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.29K
New
$77.86 - $79.27 $100K - $102K
1.29K $101M
VGSH
Vanguard

ETFs
1.72K
New
$58.02 - $58.88 $99.8K - $101K
1.72K $101M
AZO
Autozone Inc

Consumer Cyclical
29
New
$2981.19 - $3370.27 $86.5K - $97.7K
29 $91.9M
XOM
Exxon Mobil Corp

Energy
759
New
$105.51 - $125.37 $80.1K - $95.2K
759 $89.6M
Canadian Pacific Kansas City Com
1.16K
New
N/A
1.16K $89.2M
GILD
Gilead Sciences, Inc.

Healthcare
949
New
$83.95 - $97.9 $79.7K - $92.9K
949 $87.9M
NEE
Nextera Energy Inc

Utilities
1.12K
New
$69.77 - $85.43 $77.9K - $95.3K
1.12K $87.9M
LLY
Eli Lilly & CO

Healthcare
109
New
$727.2 - $932.06 $79.3K - $102K
109 $87.4M
GOOG
Alphabet Inc.

Communication Services
492
New
$163.08 - $198.16 $80.2K - $97.5K
492 $84M
KMI
Kinder Morgan, Inc.

Energy
2.88K
New
$22.59 - $28.54 $64.9K - $82.1K
2.88K $81.3M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
1.53K
New
$47.66 - $51.97 $73K - $79.6K
1.53K $77.2M
XLK
Technology Sector Spdr

ETFs
322
New
$220.26 - $241.44 $70.9K - $77.7K
322 $75.4M
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
1.51K
New
$49.63 - $50.41 $74.7K - $75.9K
1.51K $75.1M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
1.38K
New
$48.17 - $53.38 $66.6K - $73.8K
1.38K $73.8M
JETS
ETF Ser Solutions U S Global J

ETFs
2.97K
New
$20.04 - $25.93 $59.5K - $77K
2.97K $72.9M
DDOG
Datadog, Inc.

Technology
477
New
$113.98 - $168.65 $54.4K - $80.4K
477 $72.9M
HES
Hess Corp

Energy
491
New
$127.66 - $148.65 $62.7K - $73K
491 $72.4M
DE
Deere & CO

Industrials
151
New
$389.45 - $466.0 $58.8K - $70.4K
151 $70.4M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.97K
New
$22.01 - $66.82 $65.3K - $198K
2.97K $69.7M
VTR
Ventas, Inc.

Real Estate
1.08K
New
$57.73 - $66.48 $62.5K - $71.9K
1.08K $69.4M
FSK
Fs Kkr Capital Corp

Financial Services
3.1K
New
$19.71 - $22.22 $61.2K - $69K
3.1K $69M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
491
New
$129.96 - $144.97 $63.8K - $71.2K
491 $68.3M
SHEL
Shell PLC

Energy
1.04K
New
$60.63 - $70.23 $63.2K - $73.2K
1.04K $67.5M
IEFA
Ishares Tr

ETFs
867
New
$70.06 - $77.43 $60.7K - $67.1K
867 $63.9M
O
Realty Income Corp

Real Estate
1.08K
New
$51.76 - $64.71 $55.9K - $69.9K
1.08K $62.6M
FDVV
Fidelity High Dividend ETF

ETFs
1.18K
New
$49.66 - $52.63 $58.8K - $62.3K
1.18K $62.3M
DLR
Digital Realty Trust, Inc.

Real Estate
315
New
$156.46 - $195.69 $49.3K - $61.6K
315 $61.6M
XLI
Industrial Sector Spdr

ETFs
427
New
$131.76 - $143.99 $56.3K - $61.5K
427 $61.6M
USL
United States 12 Month Oil Fund, LP

ETFs
1.67K
New
$35.56 - $39.89 $59.3K - $66.5K
1.67K $61M
IWM
Ishares Russell 2000 ETF

ETFs
248
New
$216.13 - $242.4 $53.6K - $60.1K
248 $60.2M
Lazard Inc Com
1.03K
New
N/A
1.03K $60.1M
BMY
Bristol Myers Squibb CO

Healthcare
1.01K
New
$51.92 - $59.94 $52.4K - $60.5K
1.01K $59.8M
WPC
W. P. Carey Inc.

Real Estate
1.01K
New
$53.44 - $61.33 $54.2K - $62.2K
1.01K $57.9M
TXN
Texas Instruments Inc

Technology
284
New
N/A
284 $57.2M
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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