Roxbury Financial LLC Portfolio Holdings
Roxbury Financial LLC
- $104 Billion
- Q4 2024
Roxbury Financial LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $104 Billion distributed in 387 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $5.9B, Fidelity Covington Tr Blue Chi with a value of $3.76B, Apple Inc. with a value of $3.56B, Visa Inc. with a value of $3.45B, and Alphabet Inc. with a value of $3.2B.
Examining the 13F form we can see an increase of $104B in the current position value.
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
$104 Billion
ETFs: $27.9 Billion
Technology: $16.6 Billion
Financial Services: $16.1 Billion
Industrials: $9.98 Billion
Consumer Defensive: $7.4 Billion
Consumer Cyclical: $7.2 Billion
Healthcare: $6.52 Billion
Communication Services: $4.05 Billion
Other: $6.42 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 387
- Current Value $104 Billion
- Filing
- Period Q4 2024
- Filing Date January 30, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 387 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks