Fund Holdings — Roxbury Financial LLC

Total Portfolio Value
$108.30M
Total Bought
$3.10M
Total Sold
$7.20M
Net Transaction
-$4.10M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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ALPHABET INC CAP STK CL A(GOOG)18,17018,020-1503,2024,3814.05%+1,179
APPLE INC COM(AAPL)13,98313,781-2022,8693,5093.24%+640
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
ISHARES US EQUIT
7,17613,521+6,3453918000.74%+410
FIDELITY NASDAQ COMPOSITE INDEX ETF39,71839,654-643,1813,5343.26%+353
MICROSOFT CORP COM(MSFT)13,50113,494-76,7166,9896.45%+274
CATERPILLAR INC COM(CAT)3,2803,210-701,2731,5321.41%+258
NVIDIA CORPORATION COM(NVDA)8,5558,543-121,3521,5941.47%+242
ISHARES CORE S&P 500 ETF5,1505,117-333,1983,4253.16%+228
FIDELITY BLUE CHIP GROWTH ETF90,51485,284-5,2304,3664,5764.23%+210
JPMORGAN CHASE & CO. COM(JPM)7,9857,980-52,3152,5172.32%+202
REDDIT INC CL A(RDDT)0865+86501990.18%+199
FIDELITY TOTAL BOND ETF03,857+3,85701780.16%+178
LOWES COS INC COM(LOW)6,5736,509-641,4581,6361.51%+177
RTX CORPORATION COM(RTX)8,2758,261-141,2081,3821.28%+174
ABBVIE INC COM(ABBV)3,5753,549-266648220.76%+158
JOHNSON & JOHNSON COM(JNJ)4,6124,626+147048580.79%+153
FIDELITY HEDGED EQUITY ETF
HEDGED EQTY ETF
2,1096,107+3,998611870.17%+127
CHEVRON CORP NEW COM(CVX)6,2016,475+2748881,0050.93%+117
WALMART INC COM(WMT)21,06420,986-782,0602,1632.00%+103
LOCKHEED MARTIN CORP COM(LMT)3,2523,208-441,5061,6011.48%+95
AIRBNB INC COM CL A6762+7561930.09%+92
ISHARES U.S. AEROSPACE & DEFENSE ETF4,1254,111-147788600.79%+82
TESLA INC COM(TSLA)541556+151722470.23%+75
INVESCO S&P 500 LOW VOLATILITY ETF381,508+1,47021950.09%+75
BLACKROCK INC COM(BLK)743732-117808530.79%+73
WELLS FARGO CO NEW COM(WFC)29,72729,288-4392,3822,4552.27%+73
MCKESSON CORP COM(MCK)2,4292,395-341,7801,8501.71%+71
ORACLE CORP COM(ORCL)1,0901,092+22383070.28%+69
GENERAL DYNAMICS CORP COM(GD)1,3571,355-23964620.43%+66
DUKE ENERGY CORP NEW COM NEW(DUK)10,39210,443+511,2261,2921.19%+66
UNITY SOFTWARE INC COM(U)01,500+1,5000600.06%+60
STANLEY BLACK & DECKER INC(SWK)1,3762,009+633931490.14%+56
FIDELITY SMALL-MID MULTIFACTOR ETF19,89419,990+968258800.81%+55
AFLAC INC COM(AFL)7,9607,986+268398920.82%+53
FIDELITY MSCI INDUSTRIAL INDEX ETF14,66014,500-1601,1371,1881.10%+52
VANGUARD DIVIDEND APPRECIATION ETF4,8654,834-319961,0430.96%+48
ENBRIDGE INC COM(ENB)8,9628,932-304064510.42%+45
ALTRIA GROUP INC COM(MO)5,6565,683+273323750.35%+44
SPDR S&P 500 ETF TRUST(SPY)862865+35335760.53%+43
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)832817-151892280.21%+39
VANGUARD VALUE ETF3,8313,836+56777150.66%+38
ELI LILLY & CO COM(LLY)187240+531461830.17%+38
BROADCOM INC COM(AVGO)679680+11872240.21%+37
HOME DEPOT INC COM(HD)1,7721,690-826506850.63%+35
ISHARES CORE DIVIDEND GROWTH ETF
CORE DIV GRWTH
12,76812,498-2708168510.79%+34
TC ENERGY CORP COM(TRP)5,7785,786+82823150.29%+33
ALPHABET INC CAP STK CL C(GOOG)4894890871190.11%+32
TRUIST FINL CORP COM(TFC)9,3489,430+824024310.40%+29
MCDONALDS CORP COM(MCD)3,5513,510-411,0371,0670.98%+29
FIDELITY LOW VOLATILITY FACTOR ETF2,1242,453+3291331620.15%+28
BJS WHSL CLUB HLDGS INC COM(BJ)0300+3000280.03%+28
NOVARTIS AG SPONSORED ADR(NVS)3,7183,717-14504770.44%+27
UBER TECHNOLOGIES INC COM(UBER)738974+23669950.09%+27
VANECK GOLD MINERS ETF
GOLD MINERS ETF
781865+8441660.06%+25
GOLDMAN SACHS GROUP INC COM(GS)275276+11952200.20%+25
FIDELITY MSCI FINANCIALS INDEX ETF7,9448,005+615886110.56%+23
NOVO-NORDISK A S ADR(NVO)0400+4000220.02%+22
MEDTRONIC PLC SHS(MDT)2,9682,945-232592800.26%+22
ILLINOIS TOOL WKS INC COM(ITW)2,1532,121-325325530.51%+21
VANGUARD TOTAL STOCK MARKET ETF838839+12552750.25%+21
VANGUARD RUSSELL 1000 GROWTH ETF
VNG RUS1000GRW
1,8001,802+21972170.20%+21
SUNCOR ENERGY INC NEW COM(SU)7,9657,624-3412983190.29%+20
LAM RESEARCH CORP COM NEW(LRCX)519520+151700.06%+19
VANGUARD LARGE-CAP ETF855854-12442630.24%+19
FIRSTENERGY CORP COM(FE)3,1963,208+121291470.14%+18
MERCK & CO INC COM(MRK)6,3156,173-1425005180.48%+18
VANGUARD GROWTH ETF476473-32092270.21%+18
ISHARES LARGE CAP VALUE ACTIVE ETF5,4225,675+2531862040.19%+17
PNC FINL SVCS GROUP INC COM(PNC)1,1941,195+12232400.22%+17
THERMO FISHER SCIENTIFIC INC COM(TMO)212213+1861030.10%+17
ISHARES RUSSELL 2000 ETF63663601371540.14%+17
ENERGY SELECT SECTOR SPDR FUND
ST STR ENERG ETF
5,3465,258-884534700.43%+16
AMAZON COM INC COM(AMZN)13,93613,999+633,0573,0742.84%+16
AUTOZONE INC COM(AZO)282801041200.11%+16
BERKSHIRE HATHAWAY INC DEL CL B NEW94894804614770.44%+16
FIDELITY ENHANCED LARGE CAP VALUE ETF
ENHANCED LARGE
9,8659,810-553133290.30%+16
FIDELITY ENHANCED LARGE CAP CORE ETF5,3135,317+41831980.18%+15
MICRON TECHNOLOGY(MU)396381-1549640.06%+15
CSX CORP COM(CSX)4,9624,975+131621770.16%+15
ISHARES FLEXIBLE INCOME ACTIVE ETF5,6855,915+2303003150.29%+15
SPDR GOLD SHARES(GLD)158176+1848630.06%+14
FIDELITY YIELD ENHANCED EQUITY ETF
YIEL ENH EQU ETF
0500+5000140.01%+14
VANGUARD INFORMATION TECHNOLOGY ETF
INF TECH ETF
16516501091230.11%+14
PARKER-HANNIFIN CORP COM(PH)22122101541680.15%+13
AB SHORT DURATION HIGH YIELD ETF
SHOR DU YIEL ETF
0372+3720130.01%+13
VANGUARD S&P 500 ETF290291+11651780.16%+13
TECHNOLOGY SELECT SECTOR SPDR FUND
ST STR TECHN ETF
442443+11121250.12%+13
FIDELITY MSCI ENERGY INDEX ETF24,60723,798-8095775880.54%+11
DELEK US HLDGS INC NEW COM(DK)1,0131,013021330.03%+11
MARTIN MARIETTA MATERIALS INC(MLM)131132+172830.08%+11
ISHARES SEMICONDUCTOR ETF327327078890.08%+11
ANALOG DEVICES INC COM(ADI)1,1801,183+32812910.27%+10
NATERA INC COM(NTRA)800900+1001351450.13%+10
HDFC BANK LTD SPONSORED ADS(HDB)3941,162+76830400.04%+9
PFIZER INC COM(PFE)7,9467,931-151932020.19%+9
ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF0101+101090.01%+9
MFS ACTIVE GROWTH ETF
GROWTH ETF
5,3585,35801421510.14%+9
GE AEROSPACE COM NEW(GE)323304-1983920.08%+8
L3HARRIS TECHNOLOGIES INC COM(LHX)146147+137450.04%+8
FIDELITY MSCI UTILITIES INDEX ETF1,3941,440+4673810.08%+8
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