Roxbury Financial LLC Purchases in Q4 2025

Roxbury Financial LLC

  • $111 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
MS
Morgan Stanley

Financial Services
2
+ 0.54%
$151.86 - $169.92 $304 - $340
375 $66.6M
EPD
Enterprise Products Partners L.P.

Energy
90
+ 1.71%
$30.19 - $32.26 $2.72K - $2.9K
5.37K $172M
NAMS
Newamsterdam Pharma CO Nv Shs
119
+ 36.73%
N/A
443 $15.5M
VV
Vanguard Large Cap ETF

ETFs
1
+ 0.12%
$301.9 - $317.98 $302 - $318
855 $269M
DAL
Delta Air Lines, Inc.

Industrials
2
+ 0.44%
$55.65 - $62.32 $111 - $125
454 $31.5M
TM
Toyota Motor Corp

Consumer Cyclical
3
+ 1.38%
$185.22 - $211.24 $556 - $634
221 $47.2M
AXP
American Express CO

Financial Services
1
+ 0.7%
$316.26 - $372.77 $316 - $373
144 $53.1M
NEE
Nextera Energy Inc

Utilities
7
+ 0.68%
$78.18 - $86.03 $547 - $602
1.03K $82.7M
INTC
Intel Corp

Technology
133
+ 295.56%
$34.71 - $41.53 $4.62K - $5.52K
178 $6.57M
Fidelity Enhanced Large Cap Core ETF
4
+ 0.08%
N/A
5.32K $203M
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
Vaneck Robotics ETF
50
New
N/A
50 $2.64M
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
SHEL
Shell PLC

Energy
4
+ 0.38%
$71.37 - $77.01 $285 - $308
1.06K $78M
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
OMC
Omnicom Group Inc.

Communication Services
24
New
$72.23 - $81.23 $1.73K - $1.95K
24 $1.91M
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
CIFR
Cipher Mining Inc.

Financial Services
76
New
$12.6 - $24.71 $958 - $1.88K
76 $1.12M
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
IREN
Iris Energy LTD

Financial Services
22
New
$47.02 - $76.41 $1.03K - $1.68K
22 $831K
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
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
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