Roxbury Financial LLC 13F Holdings

CIK 0002054149 · MOUNT ARLINGTON, NJ

As of Sep 30, 2025, Roxbury Financial LLC reported 367 positions worth 06.0M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology13,494$7.0M6.59%
FIDELITY BLUE CHIP GROWTH ETFFBCG—85,284$4.6M4.32%
ALPHABET INCGOOGLEquity18,020$4.4M4.13%
VISA INC-CLASS A SHARESVFinancial Services10,405$3.6M3.35%
FIDELITY NASDAQ COMPOSITE INDEX ETFONEQ—39,654$3.5M3.33%
APPLE INCAAPLTechnology13,781$3.5M3.31%
ISHARES CORE S&P 500 ETFIVV—5,117$3.4M3.23%
AMAZON.COM INCAMZNEquity13,999$3.1M2.90%
FIDELITY MSCI CONSUMER STAPLES INDEX ETFFSTA—56,381$2.8M2.65%
JPMORGAN CHASE & COJPMFinancial Services7,980$2.5M2.37%
WELLS FARGO & COMPANYWFCFinancial Services29,288$2.5M2.32%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology8,185$2.3M2.18%
WALMART INCWMTConsumer Defensive20,986$2.2M2.04%
MCKESSON CORPMCKHealthcare2,395 .9M1.75%
FIDELITY MSCI HEALTH CARE INDEX ETFFHLC—24,499 .6M1.55%
LOWES COMPANIES INCLOWConsumer Cyclical6,509 .6M1.54%
LOCKHEED MARTIN CORPLMTIndustrials3,208 .6M1.51%
AUTOMATIC DATA PROCESSING INCADPIndustrials5,441 .6M1.51%
NVIDIA CORPNVDATechnology8,543 .6M1.50%
CHUBB LTDCBFinancial Services5,488 .5M1.46%
CATERPILLAR INCCATIndustrials3,210 .5M1.44%
RTX CORPRTXEquity8,261 .4M1.30%
PRUDENTIAL FINANCIAL INCPRUFinancial Services13,008 .3M1.27%
PROCTER & GAMBLE COPGConsumer Defensive8,724 .3M1.26%
DUKE ENERGY CORPDUKUtilities10,443 .3M1.22%