Roxbury Financial LLC has filed its 13F form on July 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $103 Billion distributed in 362 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $6.72B, Fidelity Covington Tr Blue Chi with a value of $4.37B, Visa Inc. with a value of $3.72B, Alphabet Inc. with a value of $3.2B, and Ishares Core S&P 500 ETF with a value of $3.2B.
Examining the 13F form we can see an increase of $430M in the current position value, from $102B to 103B.
Roxbury Financial LLC is based out at Mount Arlington, NJ
Below you can find more details about Roxbury Financial LLC portfolio as well as his latest detailed transactions.
Portfolio value
$103 Billion
ETFs: $29.7 Billion
Technology: $16.2 Billion
Financial Services: $15.3 Billion
Industrials: $9.66 Billion
Consumer Defensive: $6.9 Billion
Consumer Cyclical: $6.7 Billion
Healthcare: $6.22 Billion
Communication Services: $4.25 Billion
Other: $5.28 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
