Roxbury Financial LLC New Holdings in Q4 2024

Roxbury Financial LLC

  • $104 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
13.9K
New
$406.35 - $454.46 $5.66M - $6.33M
13.9K $5.9B
FBCG
Fidelity Covington Tr Blue Chi

ETFs
81.7K
New
$42.05 - $48.31 $3.43M - $3.95M
81.7K $3.76B
AAPL
Apple Inc.

Technology
15K
New
$221.69 - $259.02 $3.33M - $3.89M
15K $3.56B
V
Visa Inc.

Financial Services
10.9K
New
$273.87 - $320.91 $3M - $3.51M
10.9K $3.45B
GOOGL
Alphabet Inc.

Communication Services
19K
New
$161.86 - $196.66 $3.07M - $3.73M
19K $3.2B
AMZN
Amazon Com Inc

Consumer Cyclical
14.4K
New
$180.88 - $232.93 $2.6M - $3.35M
14.4K $2.99B
FSTA
Fidelity Covington Tr Msci Con

ETFs
56.7K
New
$49.28 - $52.29 $2.79M - $2.96M
56.7K $2.96B
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
38.1K
New
$70.54 - $79.61 $2.69M - $3.03M
38.1K $2.89B
IVV
Ishares Core S&P 500 ETF

ETFs
4.41K
New
$570.51 - $610.59 $2.51M - $2.69M
4.41K $2.67B
WFC
Wells Fargo & Company

Financial Services
30.5K
New
$54.98 - $77.35 $1.68M - $2.36M
30.5K $2.32B
WMT
Walmart Inc.

Consumer Defensive
22.1K
New
$79.1 - $95.7 $1.75M - $2.12M
22.1K $2.05B
JPM
Jpmorgan Chase & CO

Financial Services
8.11K
New
$205.18 - $250.29 $1.66M - $2.03M
8.11K $2.03B
PRU
Prudential Financial Inc

Financial Services
15.2K
New
$114.59 - $129.52 $1.74M - $1.97M
15.2K $1.96B
CB
Chubb LTD

Financial Services
6.71K
New
$271.57 - $301.89 $1.82M - $2.03M
6.71K $1.94B
FHLC
Fidelity Covington Tr Msci Hea

ETFs
26.6K
New
$64.85 - $73.04 $1.72M - $1.94M
26.6K $1.87B
LOW
Lowes Companies Inc

Consumer Cyclical
6.71K
New
$244.52 - $284.07 $1.64M - $1.91M
6.71K $1.83B
LMT
Lockheed Martin Corp

Industrials
3.35K
New
$479.66 - $614.62 $1.61M - $2.06M
3.35K $1.77B
ADP
Automatic Data Processing Inc

Industrials
5.69K
New
$280.08 - $307.97 $1.59M - $1.75M
5.69K $1.75B
PG
Procter & Gamble CO

Consumer Defensive
9.61K
New
$161.05 - $179.7 $1.55M - $1.73M
9.61K $1.72B
MCK
Mckesson Corp

Healthcare
2.6K
New
$482.27 - $628.5 $1.25M - $1.63M
2.6K $1.63B
CAT
Caterpillar Inc

Industrials
3.35K
New
$360.37 - $416.88 $1.21M - $1.39M
3.35K $1.36B
NVDA
Nvidia Corp

Technology
9.07K
New
$117.0 - $148.88 $1.06M - $1.35M
9.07K $1.25B
DUK
Duke Energy Corp

Utilities
10.6K
New
$105.76 - $120.76 $1.12M - $1.28M
10.6K $1.24B
COST
Costco Wholesale Corp

Consumer Defensive
1.22K
New
$873.59 - $994.69 $1.07M - $1.22M
1.22K $1.19B
FIDU
Fidelity Covington Tr Msci Ind

ETFs
15.1K
New
$70.31 - $77.39 $1.06M - $1.17M
15.1K $1.17B
CVX
Chevron Corp

Energy
6.84K
New
$141.15 - $162.53 $965K - $1.11M
6.84K $1.11B
MCD
Mcdonalds Corp

Consumer Cyclical
3.71K
New
$288.47 - $316.54 $1.07M - $1.17M
3.71K $1.1B
CRM
Salesforce, Inc.

Technology
3.19K
New
$270.87 - $367.87 $864K - $1.17M
3.19K $1.05B
ROP
Roper Technologies Inc

Industrials
1.81K
New
$519.85 - $575.95 $940K - $1.04M
1.81K $1.03B
VIG
Vanguard Dividend Appreciation

ETFs
4.99K
New
N/A
4.99K $1.02B
RTX
Raytheon Technologies Corp

Industrials
8.38K
New
$114.45 - $127.21 $959K - $1.07M
8.38K $1.02B
KO
Coca Cola CO

Consumer Defensive
15.6K
New
$61.74 - $71.71 $962K - $1.12M
15.6K $999M
MRK
Merck & Co., Inc.

Healthcare
9.47K
New
$96.31 - $114.76 $912K - $1.09M
9.47K $963M
AFL
Aflac Inc

Financial Services
8.32K
New
$100.37 - $115.27 $835K - $959K
8.32K $948M
FSMD
Fidelity Covington Tr Small Mi

ETFs
20K
New
$40.75 - $44.85 $817K - $899K
20K $895M
FENY
Fidelity Covington Tr Msci Ene

ETFs
33.7K
New
$23.14 - $26.91 $780K - $908K
33.7K $890M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.55K
New
$275.15 - $388.2 $701K - $989K
2.55K $882M
IWD
Ishares Russell 1000 Val ETF

ETFs
4.14K
New
$183.23 - $199.79 $758K - $826K
4.14K $826M
Blackrock Inc Com
766
New
N/A
766 $784M
HD
Home Depot, Inc.

Consumer Cyclical
1.81K
New
$385.02 - $431.37 $697K - $781K
1.81K $777M
XLE
Energy Sector Spdr

ETFs
8K
New
$83.32 - $97.27 $666K - $778K
8K $764M
JNJ
Johnson & Johnson

Healthcare
4.72K
New
$143.34 - $165.86 $677K - $784K
4.72K $732M
DGRO
Ishares Core Dividend Growth E

ETFs
10.8K
New
$60.73 - $64.94 $659K - $704K
10.8K $704M
VTV
Vanguard Value ETF

ETFs
3.57K
New
$168.32 - $181.87 $600K - $649K
3.57K $649M
ITA
Ishares Tr

ETFs
4.08K
New
$144.31 - $157.31 $589K - $642K
4.08K $635M
ITW
Illinois Tool Works Inc

Industrials
2.22K
New
$253.56 - $278.5 $562K - $617K
2.22K $615M
SPY
Spdr S&P 500 ETF Trust

ETFs
957
New
$567.81 - $607.81 $543K - $582K
957 $577M
AMGN
Amgen Inc

Healthcare
2.02K
New
$258.78 - $328.31 $523K - $664K
2.02K $572M
LYB
Lyondell Basell Industries N.V.

Basic Materials
6.68K
New
$72.97 - $96.75 $488K - $646K
6.68K $557M
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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