Fund HoldingsRoxbury Financial LLC

Total Portfolio Value
$111.45M
Total Bought
$4.28M
Total Sold
$5.37M
Net Transaction
-$1.09M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ALPHABET INC CAP STK CL A(GOOG)18,02017,578-4424,3815,5024.94%+1,121
FIDELITY LOW VOLATILITY FACTOR ETF2,45314,071+11,6181629390.84%+778
CATERPILLAR INC COM(CAT)3,2103,204-61,5321,8361.65%+304
WELLS FARGO CO NEW COM(WFC)29,28829,101-1872,4552,7122.43%+257
JETBLUE AWYS CORP COM(JBLU)053,287+53,28702420.22%+242
US TREASURY 3 MONTH BILL ETF
F/M US TREASURY
04,506+4,50602250.20%+225
FIDELITY MSCI HEALTH CARE INDEX ETF024,646+24,64601,8311.64%+1,831
CHUBB LIMITED COM
COM
05,494+5,49401,7151.54%+1,715
PACIRA BIOSCIENCES INC COM(PCRX)06,222+6,22201610.14%+161
WALMART INC COM(WMT)20,98620,815-1712,1632,3192.08%+156
ISHARES CORE S&P 500 ETF5,1175,202+853,4253,5633.20%+138
RTX CORPORATION COM(RTX)8,2618,232-291,3821,5101.35%+127
INTERNATIONAL BUSINESS MACHS COM(IBM)08,195+8,19502,4272.18%+2,427
ELI LILLY & CO COM(LLY)240264+241832840.26%+101
MERCK & CO INC COM(MRK)6,1735,875-2985186180.55%+100
MCKESSON CORP COM(MCK)2,3952,375-201,8501,9481.75%+98
PRUDENTIAL FINL INC COM(PFH)012,765+12,76501,4411.29%+1,441
FIDELITY SMALL-MID MULTIFACTOR ETF19,99021,975+1,9858809700.87%+90
JOHNSON & JOHNSON COM(JNJ)4,6264,579-478589480.85%+90
SALESFORCE INC COM(CRM)03,183+3,18308430.76%+843
AMGEN INC COM(AMGN)01,915+1,91506270.56%+627
APPLE INC COM(AAPL)13,78113,199-5823,5093,5883.22%+79
ONEOK INC NEW COM(OKE)01,052+1,0520770.07%+77
PRINCIPAL SPECTRUM PREFERRED SECS ACTIVE ETF
SPECTRUM PFD
04,026+4,0260770.07%+77
UNITED STATES 12 MONTH OIL FUND LP(USL)03,825+3,82501270.11%+127
VISA INC COM CL A(V)010,320+10,32003,6193.25%+3,619
JPMORGAN CHASE & CO. COM(JPM)7,9808,011+312,5172,5812.32%+64
NATERA INC COM(NTRA)90090001452060.18%+61
COCA COLA CO COM(KO)014,220+14,22009940.89%+994
SPDR GOLD SHARES(GLD)176296+120631170.11%+55
ROBINHOOD MKTS INC COM CL A(HOOD)0472+4720530.05%+53
FIDELITY NASDAQ COMPOSITE INDEX ETF39,65439,251-4033,5343,5883.22%+53
MICRON TECHNOLOGY(MU)381376-5641070.10%+44
BLACK ROCK COFFEE BAR INC CL A01,770+1,7700390.04%+39
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
ISHARES US EQUIT
13,52113,810+2898008400.75%+39
NOVARTIS AG SPONSORED ADR(NVS)3,7173,71704775120.46%+36
ALPHABET INC CAP STK CL C(GOOG)48948901191540.14%+34
FIDELITY YIELD ENHANCED EQUITY ETF
YIEL ENH EQU ETF
5001,626+1,12614470.04%+33
ANALOG DEVICES INC COM(ADI)1,1831,187+42913220.29%+31
CAPITAL ONE FINL CORP COM(COF)01,023+1,02302480.22%+248
ISHARES U.S. AEROSPACE & DEFENSE ETF4,1114,149+388608910.80%+30
UNILEVER PLC SPON ADR NEW(UL)0462+4620300.03%+30
ISHARES FLEXIBLE INCOME ACTIVE ETF5,9156,529+6143153450.31%+30
FIDELITY HEDGED EQUITY ETF
HEDGED EQTY ETF
6,1076,954+8471872150.19%+28
PARKER-HANNIFIN CORP COM(PH)221222+11681950.17%+27
ISHARES LARGE CAP VALUE ACTIVE ETF5,6756,153+4782042300.21%+26
VANGUARD DIVIDEND APPRECIATION ETF4,8344,857+231,0431,0680.96%+24
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)817828+112282520.23%+24
ROYAL BK CDA COM(RY)0433+4330740.07%+74
FIDELITY TOTAL BOND ETF3,8574,348+4911782000.18%+22
VANGUARD VALUE ETF3,8363,853+177157360.66%+20
BLUE OWL CAPITAL INC COM CL A(OBDC)01,765+1,7650260.02%+26
THERMO FISHER SCIENTIFIC INC COM(TMO)21321301031230.11%+20
LAM RESEARCH CORP COM NEW(LRCX)520520070890.08%+19
MONGODB INC CL A(MDB)045+450190.02%+19
FIDELITY MSCI FINANCIALS INDEX ETF8,0058,091+866116290.56%+18
ISHARES RUSSELL 1000 VALUE ETF03,804+3,80408000.72%+800
SUNCOR ENERGY INC NEW COM(SU)7,6247,546-783193350.30%+16
SPDR S&P 500 ETF TRUST(SPY)865867+25765910.53%+15
REDDIT INC CL A(RDDT)865929+641992140.19%+15
GE VERNOVA INC COM(GEV)022+220140.01%+14
JOHNSON CTLS INTL PLC SHS
SHS
0239+2390290.03%+29
SNOWFLAKE INC COM SHS(SNOW)061+610130.01%+13
ELEVANCE HEALTH INC FORMERLY A COM(ELV)0448+44801570.14%+157
U.S. GLOBAL JETS ETF
US GLB JETS
02,856+2,8560800.07%+80
GILEAD SCIENCES INC COM(GILD)0986+98601210.11%+121
AIRBNB INC COM CL A762765+3931040.09%+11
BROADCOM INC COM(AVGO)680681+12242360.21%+11
MARRIOTT INTL INC NEW CL A(MAR)0183+1830570.05%+57
ISHARES SEMICONDUCTOR ETF327327089980.09%+10
PNC FINL SVCS GROUP INC COM(PNC)1,1951,197+22402500.22%+10
VANECK GOLD MINERS ETF
GOLD MINERS ETF
865876+1166750.07%+9
FIDELITY BLUE CHIP VALUE ETF04,203+4,20301500.13%+150
FIDELITY ENHANCED LARGE CAP VALUE ETF
ENHANCED LARGE
9,8109,735-753293370.30%+8
COLUMBIA FINL INC COM16,00016,00002402490.22%+8
VENTAS INC COM(VTR)01,083+1,0830840.08%+84
MORGAN STANLEY COM NEW(MS)0375+3750670.06%+67
ENTERPRISE PRODS PARTNERS L P COM(EPD)05,368+5,36801720.15%+172
NEWAMSTERDAM PHARMA COMPANY NV ORDINARY SHARES
ORDINARY SHARES
0443+4430160.01%+16
FEDEX CORP COM(FDX)0140+1400400.04%+40
TWILIO INC CL A(TWLO)0147+1470210.02%+21
UNITY SOFTWARE INC COM(U)1,5001,500060660.06%+6
GOLDMAN SACHS GROUP INC COM(GS)276257-192202260.20%+6
VANGUARD LARGE-CAP ETF854855+12632690.24%+6
PATRIA INVESTMENTS LIMITED COM CL A
COM CL A
04,655+4,6550740.07%+74
DELTA AIR LINES INC DEL COM NEW(DAL)0454+4540310.03%+31
TOYOTA MOTOR CORP ADS(TM)0221+2210470.04%+47
EXXON MOBIL CORP COM0772+7720930.08%+93
AMERICAN EXPRESS CO COM(AXP)0144+1440530.05%+53
NEXTERA ENERGY INC COM(NEE)01,031+1,0310830.07%+83
INTEL CORP COM(INTC)0178+178070.01%+7
FIDELITY ENHANCED LARGE CAP CORE ETF5,3175,321+41982030.18%+5
SELECTIVE INS GROUP INC COM(SIGI)01,760+1,76001470.13%+147
VANGUARD S&P 500 ETF29129101781820.16%+4
FIDELITY MSCI INDUSTRIAL INDEX ETF14,50014,458-421,1881,1931.07%+4
INTERACTIVE BROKERS GROUP INC COM CL A(IBKR)090+90060.01%+6
EMERSON ELEC CO COM(EMR)03,255+3,25504320.39%+432
SPROTT PHYSICAL GOLD TRUST CEF(PHYS)0475+4750160.01%+16
TC ENERGY CORP COM(TRP)5,7865,794+83153190.29%+4
VANGUARD HEALTH CARE ETF
HEALTH CAR ETF
0130+1300380.03%+38
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