Roxbury Financial LLC Purchases 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
Track This Portfolio

Track Roxbury Financial LLC Portfolio

Follow Roxbury Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Roxbury Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Roxbury Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email