Roxbury Financial LLC Incresed Positions in Q2 2025

Roxbury Financial LLC

  • $103 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
34
+ 6.24%
$82.96 - $110.1 $2.82K - $3.74K
579 $63.8M
ING
Ing Groep Nv

Financial Services
53
+ 3.28%
$16.62 - $21.98 $881 - $1.16K
1.67K $36.5M
IEFA
Ishares Tr

ETFs
5
+ 0.57%
$67.83 - $84.09 $339 - $420
877 $73.2M
PH
Parker Hannifin Corp

Industrials
1
+ 0.45%
$517.23 - $700.54 $517 - $701
221 $154M
LHX
L3 Harris Technologies, Inc.

Industrials
1
+ 0.69%
$200.21 - $256.99 $200 - $257
146 $36.7M
KMI
Kinder Morgan, Inc.

Energy
12
+ 0.43%
$25.21 - $29.4 $303 - $353
2.8K $82.3M
QUAL
Ishares Msci Usa Quality Facto

ETFs
35
+ 28.69%
$152.42 - $182.82 $5.33K - $6.4K
157 $28.6M
ISRG
Intuitive Surgical Inc

Healthcare
12
+ 46.15%
$451.58 - $565.94 $5.42K - $6.79K
38 $20.7M
Fidelity Hedged Equity ETF
105
+ 5.24%
N/A
2.11K $60.8M
ASND
Ascendis Pharma A/S

Healthcare
32
+ 320.0%
$137.41 - $179.1 $4.4K - $5.73K
42 $7.25M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
80
+ 35.4%
$39.89 - $49.46 $3.19K - $3.96K
306 $15.2M
CCI
Crown Castle International Corp

Real Estate
10
+ 2.39%
$94.83 - $107.06 $948 - $1.07K
428 $44M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
54
+ 13.78%
$82.21 - $83.12 $4.44K - $4.49K
446 $36.9M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2
+ 0.37%
$72.96 - $90.39 $146 - $181
546 $48.8M
MOS
Mosaic CO

Basic Materials
5
+ 1.57%
$22.76 - $36.95 $114 - $185
324 $11.8M
BAC
Bank Of America Corp

Financial Services
23
+ 0.93%
$34.39 - $47.46 $791 - $1.09K
2.5K $118M
TXN
Texas Instruments Inc

Technology
2
+ 0.7%
N/A
289 $60M
SHEL
Shell PLC

Energy
7
+ 0.67%
$59.75 - $73.05 $418 - $511
1.05K $74.2M
GIS
General Mills Inc

Consumer Defensive
100
+ 50.0%
$50.37 - $60.97 $5.04K - $6.1K
300 $15.5M
NAMS
Newamsterdam Pharma CO Nv Shs
195
+ 282.61%
N/A
264 $4.78M
SO
Southern CO

Utilities
16
+ 1.86%
$84.91 - $92.56 $1.36K - $1.48K
874 $80.3M
MS
Morgan Stanley

Financial Services
2
+ 0.54%
$99.83 - $140.86 $200 - $282
370 $52.2M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
18
+ 0.6%
$19.1 - $23.83 $344 - $429
3K $71.4M
T
At&T Inc.

Communication Services
13
+ 0.78%
$26.33 - $28.94 $342 - $376
1.68K $48.5M
JCI
Johnson Controls International PLC

Industrials
1
+ 0.73%
$71.14 - $105.62 $71.1 - $106
138 $14.6M
SCHW
Schwab Charles Corp

Financial Services
1
+ 0.44%
$69.06 - $91.24 $69.1 - $91.2
227 $20.7M
UL
Unilever PLC

Consumer Defensive
5
+ 0.97%
$57.9 - $65.43 $290 - $327
518 $31.7M
SU
Suncor Energy Inc

Energy
243
+ 3.15%
$31.54 - $41.04 $7.66K - $9.97K
7.97K $298M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.2%
$146.58 - $180.01 $147 - $180
489 $86.7M
XLC
Select Sector Spdr Tr Communic

ETFs
2
+ 0.54%
$86.13 - $108.53 $172 - $217
375 $40.7M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
9
+ 0.65%
$47.29 - $53.34 $426 - $480
1.39K $73.3M
IWR
Ishares Russell Mid Cap ETF

ETFs
1
+ 0.12%
$74.88 - $91.97 $74.9 - $92
831 $76.4M
CWB
Spdr Bloomberg Convertible Sec

ETFs
2
+ 0.36%
$71.86 - $82.66 $144 - $165
552 $45.6M
ED
Consolidated Edison Inc

Utilities
20
+ 111.11%
$98.05 - $113.3 $1.96K - $2.27K
38 $3.84M
MTB
M&T Bank Corp

Financial Services
4
+ 0.72%
$156.58 - $193.99 $626 - $776
562 $109M
PNW
Pinnacle West Capital Corp

Utilities
22
+ 61.11%
$88.3 - $95.43 $1.94K - $2.1K
58 $5.16M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
27
+ 3.48%
$51.16 - $62.02 $1.38K - $1.67K
803 $49.8M
VZ
Verizon Communications Inc

Communication Services
22
+ 0.49%
$41.67 - $45.62 $917 - $1K
4.52K $196M
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
22
+ 1.45%
$49.54 - $50.53 $1.09K - $1.11K
1.54K $77.8M
VOD
Vodafone Group Public LTD CO

Communication Services
110
+ 114.58%
$8.19 - $10.66 $901 - $1.17K
206 $2.2M
SHOP
Shopify Inc.

Technology
10
+ 16.95%
$76.89 - $115.35 $769 - $1.15K
69 $7.96M
SRE
Sempra Energy

Utilities
14
+ 33.33%
$63.78 - $78.91 $893 - $1.1K
56 $4.23M
WELL
Welltower Inc.

Real Estate
7
+ 3.7%
$136.49 - $155.22 $955 - $1.09K
196 $30.1M
Linde PLC Shs
1
+ 0.45%
N/A
225 $106M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1
+ 0.58%
$97.68 - $121.38 $97.7 - $121
172 $20.8M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
38
+ 122.58%
$22.66 - $26.12 $861 - $993
69 $1.68M
RYT
Invesco S&P 500 Equal Weight T

ETFs
1
+ 0.47%
N/A
212 $8.63M
Amentum Holdings Inc Com
6
+ 5.36%
N/A
118 $2.79M
FDIS
Fidelity Covington Tr Msci Con

ETFs
4
+ 3.1%
$75.33 - $94.56 $301 - $378
133 $12.5M
Activity Summary
Buys All Purchases 179 New Holdings 31 Increased Positions 148 Sells All Sells 105 Reductions 105 Sold out 0 Options Calls 0 Puts 0
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