Roxbury Financial LLC Purchases in Q2 2025

Roxbury Financial LLC

  • $103 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
CCJ
Cameco Corp

Energy
34
New
$36.68 - $74.46 $1.25K - $2.53K
34 $2.52M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
9
+ 0.65%
$47.29 - $53.34 $426 - $480
1.39K $73.3M
EFV
Msci Eafe Value ETF

ETFs
35
New
$52.4 - $64.65 $1.83K - $2.26K
35 $2.21M
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
IAU
Ishares Gold Trust

ETFs
10
New
$56.1 - $64.74 $561 - $647
10 $624K
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
EVRG
Evergy, Inc.

Utilities
7
+ 1.85%
$64.06 - $69.64 $448 - $487
385 $26.5M
XLF
Financial Sector Spdr

ETFs
6
+ 0.64%
$43.92 - $52.37 $264 - $314
943 $49.4M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
30
New
$17.1 - $63.66 $513 - $1.91K
30 $513K
IEMG
Ishares Inc

ETFs
8
New
N/A
8 $486K
DGX
Quest Diagnostics Inc

Healthcare
1
+ 1.96%
N/A
52 $9.27M
QCOM
Qualcomm Inc

Technology
1
+ 1.16%
$124.66 - $159.48 $125 - $159
87 $13.9M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
2
+ 0.64%
$50.39 - $60.05 $101 - $120
316 $19M
CUBE
Cube Smart

Real Estate
2
+ 1.1%
$35.88 - $43.68 $71.8 - $87.4
183 $7.77M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
1
+ 1.61%
N/A
63 $2.49M
MMM
3 M CO

Industrials
4
+ 3.15%
$126.09 - $154.15 $504 - $617
131 $20M
D
Dominion Energy, Inc

Utilities
4
+ 1.2%
$49.66 - $58.0 $199 - $232
336 $19M
F
Ford Motor CO

Consumer Cyclical
1
+ 0.86%
$8.69 - $10.85 $8.69 - $10.9
117 $1.27M
SYY
Sysco Corp

Consumer Defensive
1
+ 0.68%
$68.0 - $75.91 $68 - $75.9
147 $11.2M
CL
Colgate Palmolive CO

Consumer Defensive
2
+ 0.44%
$87.57 - $96.0 $175 - $192
452 $41M
VB
Vanguard Small Cap ETF

ETFs
1
+ 0.81%
$193.73 - $237.37 $194 - $237
125 $29.5M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
1
+ 0.33%
$55.57 - $62.73 $55.6 - $62.7
303 $18.7M
CFG
Citizens Financial Group Inc

Financial Services
3
+ 0.93%
$34.27 - $44.75 $103 - $134
327 $14.6M
WM
Waste Management Inc

Industrials
1
+ 0.91%
$216.47 - $242.1 $216 - $242
111 $25.4M
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
1
+ 0.61%
$41.42 - $46.68 $41.4 - $46.7
164 $7.47M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
2
+ 0.64%
$43.28 - $50.37 $86.6 - $101
316 $15.8M
EQR
Equity Residential

Real Estate
1
+ 1.54%
$61.82 - $71.72 $61.8 - $71.7
66 $4.44M
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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