Roxbury Financial LLC Purchases in Q1 2025

Roxbury Financial LLC

  • $102 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6
+ 2.73%
$42.5 - $46.71 $255 - $280
226 $10.1M
VOD
Vodafone Group Public LTD CO

Communication Services
2
+ 2.13%
$8.05 - $9.86 $16.1 - $19.7
96 $849K
HDV
Ishares Core High Dividend ETF

ETFs
2
+ 0.57%
$110.86 - $121.12 $222 - $242
352 $42.5M
FDRR
Fidelity Covington Tr Divid Et

ETFs
1
+ 7.69%
$49.65 - $53.98 $49.7 - $54
14 $724K
PNW
Pinnacle West Capital Corp

Utilities
1
+ 2.86%
$81.76 - $95.25 $81.8 - $95.3
36 $3.3M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
2
+ 0.64%
$55.41 - $60.74 $111 - $121
314 $18.6M
Canopy Growth Corp Com New
1
+ 6.67%
N/A
16 $22K
QCOM
Qualcomm Inc

Technology
1
+ 1.18%
$151.94 - $175.86 $152 - $176
86 $13.6M
MUB
Ishares National Muni Bond ETF

ETFs
3
+ 0.88%
$104.71 - $107.69 $314 - $323
343 $36.9M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
1
+ 3.33%
$25.93 - $29.28 $25.9 - $29.3
31 $838K
XRLV
Invesco Etd Tr Ii S&P 500 Ex R

ETFs
2
+ 0.23%
$51.9 - $56.78 $104 - $114
864 $48.8M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1
+ 0.16%
$68.32 - $75.06 $68.3 - $75.1
635 $47.3M
EQR
Equity Residential

Real Estate
1
+ 1.56%
$66.98 - $75.02 $67 - $75
65 $4.84M
SYY
Sysco Corp

Consumer Defensive
1
+ 0.69%
$70.0 - $77.13 $70 - $77.1
146 $11M
F
Ford Motor CO

Consumer Cyclical
1
+ 0.87%
$9.12 - $10.43 $9.12 - $10.4
116 $1.11M
PFFA
Etfis Ser Tr I

ETFs
16
+ 1.55%
$21.21 - $22.3 $339 - $357
1.05K $23.1M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1
+ 1.19%
$120.29 - $134.6 $120 - $135
85 $11.1M
SYK
Stryker Corp

Healthcare
1
+ 1.79%
$355.18 - $399.9 $355 - $400
57 $22M
RYT
Invesco S&P 500 Equal Weight T

ETFs
1
+ 0.48%
N/A
211 $7.84M
PSX
Phillips 66

Energy
2
+ 1.94%
$113.93 - $131.55 $228 - $263
105 $13.6M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1
+ 0.59%
$108.02 - $120.45 $108 - $120
171 $20M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
11
+ 1.17%
$51.45 - $58.51 $566 - $644
949 $53.1M
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
3
+ 1.88%
$45.03 - $48.14 $135 - $144
163 $7.74M
AXP
American Express CO

Financial Services
1
+ 0.63%
$255.39 - $325.87 $255 - $326
159 $47.7M
FDIS
Fidelity Covington Tr Msci Con

ETFs
1
+ 0.78%
$82.77 - $101.84 $82.8 - $102
129 $12M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1
+ 0.64%
$165.25 - $224.62 $165 - $225
158 $28.5M
D
Dominion Energy, Inc

Utilities
3
+ 0.91%
$52.85 - $57.43 $159 - $172
332 $18.8M
CFG
Citizens Financial Group Inc

Financial Services
3
+ 0.93%
$39.73 - $48.36 $119 - $145
324 $14.8M
SCHW
Schwab Charles Corp

Financial Services
1
+ 0.44%
$71.24 - $83.64 $71.2 - $83.6
226 $18M
MOS
Mosaic CO

Basic Materials
3
+ 0.95%
$23.08 - $28.8 $69.2 - $86.4
319 $7.64M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
27
+ 0.77%
$11.22 - $11.8 $303 - $319
3.55K $41.4M
BAC
Bank Of America Corp

Financial Services
58
+ 2.4%
$39.61 - $47.74 $2.3K - $2.77K
2.48K $114M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1
+ 0.95%
$161.27 - $192.3 $161 - $192
106 $18.8M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
2
+ 0.67%
$59.15 - $62.71 $118 - $125
302 $18.8M
SRE
Sempra Energy

Utilities
1
+ 2.44%
$67.85 - $87.67 $67.9 - $87.7
42 $2.99M
APD
Air Products & Chemicals, Inc.

Basic Materials
1
+ 1.82%
$283.24 - $338.07 $283 - $338
56 $17.6M
O
Realty Income Corp

Real Estate
1
+ 0.09%
$51.67 - $58.49 $51.7 - $58.5
1.08K $61.6M
SLB
Schlumberger Limited

Energy
4
+ 0.78%
$38.4 - $43.74 $154 - $175
517 $21.5M
TXN
Texas Instruments Inc

Technology
3
+ 1.06%
N/A
287 $56.2M
Fidelity Hedged Equity ETF
4
+ 0.2%
N/A
2K $55.1M
DEO
Diageo PLC

Consumer Defensive
1
+ 0.93%
$104.79 - $126.12 $105 - $126
109 $11.8M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
1
+ 0.32%
$48.02 - $53.02 $48 - $53
314 $16.2M
Arista Networks Inc Com Shs
120
+ 300.0%
N/A
160 $14.9M
CWB
Spdr Bloomberg Convertible Sec

ETFs
3
+ 0.55%
$75.99 - $81.58 $228 - $245
550 $43.5M
NJR
New Jersey Resources Corp

Utilities
4
+ 0.82%
$45.25 - $49.37 $181 - $197
494 $23.9M
RS
Reliance Steel & Aluminum CO

Basic Materials
1
+ 1.69%
$266.61 - $302.66 $267 - $303
60 $17.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
18
+ 0.94%
$27.01 - $28.54 $486 - $514
1.94K $55.2M
MAR
Marriott International Inc

Consumer Cyclical
1
+ 0.57%
$237.01 - $304.45 $237 - $304
175 $49M
CUBE
Cube Smart

Real Estate
3
+ 1.69%
$40.23 - $43.23 $121 - $130
181 $7.46M
Activity Summary
Buys All Purchases 188 New Holdings 17 Increased Positions 171 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 0
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