Roxbury Financial LLC Portfolio Holdings
Roxbury Financial LLC
- $102 Billion
- Q1 2025
Roxbury Financial LLC has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $102 Billion distributed in 349 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $5.43B, Fidelity Covington Tr Blue Chi with a value of $3.93B, Visa Inc. with a value of $3.86B, Apple Inc. with a value of $3.57B, and Alphabet Inc. with a value of $3.17B.
Examining the 13F form we can see an decrease of $1.49B in the current position value, from $104B to 102B.
Roxbury Financial LLC is based out at Mount Arlington, NJ
Below you can find more details about Roxbury Financial LLC portfolio as well as his latest detailed transactions.
Portfolio value
$102 Billion
ETFs: $28.6 Billion
Technology: $15.8 Billion
Financial Services: $15.8 Billion
Industrials: $9.28 Billion
Consumer Defensive: $7.42 Billion
Consumer Cyclical: $6.96 Billion
Healthcare: $6.42 Billion
Communication Services: $4.05 Billion
Other: $5.84 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 349
- Current Value $102 Billion
- Prior Value $104 Billion
- Filing
- Period Q1 2025
- Filing Date April 09, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 17 stocks
- Additional Purchases 171 stocks
- Sold out of 0 stocks
- Reduced holdings in 85 stocks