Roxbury Financial LLC Incresed Positions in Q4 2025

Roxbury Financial LLC

  • $111 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IBKR
Interactive Brokers Group, Inc.

Financial Services
68
+ 309.09%
$64.77 - $73.08 $4.4K - $4.97K
90 $5.77M
PHYS
Sprott Physical Gold Trust

Financial Services
80
+ 20.25%
$29.62 - $33.31 $2.37K - $2.66K
475 $15.7M
TRP
Tc Energy Corp

Energy
8
+ 0.14%
$49.79 - $55.23 $398 - $442
5.79K $319M
PLTR
Palantir Technologies Inc.

Technology
25
+ 10.37%
$172.14 - $207.18 $4.3K - $5.18K
266 $47.3M
XLK
Technology Sector Spdr

ETFs
443
+ 100.0%
$278.39 - $304.13 $123K - $135K
886 $128M
HDB
Hdfc Bank LTD

Financial Services
1
+ 0.09%
$33.8 - $37.18 $33.8 - $37.2
1.16K $42.5M
VONG
Vanguard Russell 1000 Growth E

ETFs
2
+ 0.11%
$118.2 - $126.51 $236 - $253
1.8K $220M
EFG
Msci Eafe Growth ETF

ETFs
22
+ 42.31%
$112.91 - $117.61 $2.48K - $2.59K
74 $8.4M
MTB
M&T Bank Corp

Financial Services
1
+ 0.18%
$178.63 - $195.63 $179 - $196
565 $114M
IEFA
Ishares Tr

ETFs
6
+ 0.68%
$86.09 - $89.88 $517 - $539
883 $79M
Ershares Private Public Crossover ETF
125
+ 57.87%
N/A
341 $6.87M
GE
General Electric CO

Industrials
1
+ 0.33%
$291.49 - $314.28 $291 - $314
305 $93.8M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
3
+ 2.54%
$87.56 - $111.7 $263 - $335
121 $13.7M
CVS
Cvs Health Corp

Healthcare
1
+ 0.22%
$76.69 - $83.04 $76.7 - $83
462 $36.7M
CFG
Citizens Financial Group Inc

Financial Services
3
+ 0.91%
$48.39 - $54.0 $145 - $162
333 $19.5M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
7
+ 0.23%
$25.2 - $26.46 $176 - $185
3.01K $79M
DE
Deere & CO

Industrials
1
+ 0.55%
$439.11 - $480.78 $439 - $481
184 $85.5M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3
+ 0.55%
$92.24 - $96.56 $277 - $290
549 $52.7M
IVW
Ishares S&P 500 Growth ETF

ETFs
1
+ 0.17%
$118.29 - $126.28 $118 - $126
581 $71.6M
SCHW
Schwab Charles Corp

Financial Services
1
+ 0.44%
$91.91 - $97.71 $91.9 - $97.7
228 $22.8M
XLF
Financial Sector Spdr

ETFs
4
+ 0.42%
$51.76 - $53.77 $207 - $215
950 $52M
TGT
Target Corp

Consumer Defensive
2
+ 1.94%
$85.53 - $97.77 $171 - $196
105 $10.2M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1
+ 0.26%
$185.12 - $192.11 $185 - $192
390 $74.8M
SGU
Star Group, L.P.

Energy
69
+ 0.7%
$11.39 - $12.12 $786 - $836
9.86K $117M
DVY
Ishares Tr

ETFs
9
+ 2.41%
$138.1 - $143.11 $1.24K - $1.29K
382 $53.9M
Mfs Active Growth ETF
1
+ 0.02%
N/A
5.36K $152M
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
16
+ 1.02%
$50.56 - $50.96 $809 - $815
1.58K $79.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2
+ 0.26%
$63.25 - $66.24 $127 - $132
781 $51.6M
VOE
Vanguard Mid Cap Value Index F

ETFs
1
+ 0.61%
$169.53 - $176.53 $170 - $177
166 $29.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10
+ 0.5%
$26.44 - $27.53 $264 - $275
1.99K $54.6M
XLI
Industrial Sector Spdr

ETFs
1
+ 0.23%
$149.9 - $155.79 $150 - $156
431 $66.9M
MUB
Ishares National Muni Bond ETF

ETFs
2
+ 1.27%
$106.36 - $107.61 $213 - $215
159 $17M
EFV
Msci Eafe Value ETF

ETFs
1
+ 2.86%
$66.73 - $70.99 $66.7 - $71
36 $2.54M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
1
+ 0.32%
$61.42 - $63.67 $61.4 - $63.7
318 $20.1M
IDRV
Ishares Tr Self Driving Ev & T

ETFs
1
+ 0.99%
$35.13 - $39.24 $35.1 - $39.2
102 $3.87M
Ab Short Duration High Yield ETF
6
+ 1.61%
N/A
378 $13.6M
MA
Mastercard Inc

Financial Services
1
+ 2.63%
$536.85 - $580.45 $537 - $580
39 $22M
Kenvue Inc Com
1
+ 1.67%
N/A
61 $1.05M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3
+ 1.22%
$52.54 - $55.77 $158 - $167
249 $13.4M
FXE
Invesco Currency Shares Euro Trust

ETFs
1
+ 0.7%
$105.94 - $108.33 $106 - $108
144 $15.6M
WM
Waste Management Inc

Industrials
1
+ 0.9%
$196.77 - $219.98 $197 - $220
112 $24.5M
EQNR
Equinor Asa

Energy
1
+ 1.0%
$22.89 - $25.39 $22.9 - $25.4
101 $2.39M
XLY
Select Sector Spdr Consumer Di

ETFs
138
+ 100.0%
$228.75 - $242.18 $31.6K - $33.4K
276 $33M
EQR
Equity Residential

Real Estate
1
+ 1.52%
$58.7 - $64.1 $58.7 - $64.1
67 $4.22M
HDV
Ishares Core High Dividend ETF

ETFs
1
+ 0.28%
$118.22 - $122.79 $118 - $123
357 $43.4M
XLC
Select Sector Spdr Tr Communic

ETFs
1
+ 0.27%
$111.33 - $117.16 $111 - $117
377 $44.4M
XLU
Utilities Sector Spdr

ETFs
113
+ 102.73%
$87.89 - $92.9 $9.93K - $10.5K
223 $9.5M
WMG
Warner Music Group Corp.

Communication Services
1
+ 2.44%
$29.75 - $34.24 $29.8 - $34.2
42 $1.28M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
1
+ 0.32%
$50.22 - $52.54 $50.2 - $52.5
318 $16.4M
Activity Summary
Buys All Purchases 162 New Holdings 14 Increased Positions 148 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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