Back to Roxbury Financial LLC

Roxbury Financial LLC

All holdings · as of Dec 31, 2025

371 positions

CompanyClassValueShares% of portfolio
ISHARES SELECT DIVIDEND ETF$53.9K3820.0%
SCHWAB US DIVIDEND EQUITY ETF$54.6K1,9910.0%
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF$55.2K9490.0%
ISHARES S&P 500 VALUE ETF$55.6K2620.0%
Marriott International Inc/MD$56.8K1830.1%
SCHWAB US LARGE CAP GROWTH ETF$58.7K1,8000.1%
LyondellBasell Industries N.V.$60.0K1,3860.1%
ISHARES CORE S&P U.S. GROWTH ETF$65.4K3890.1%
Unity Software Inc.$66.3K1,5000.1%
FIDELITY HIGH DIVIDEND ETF$66.5K1,1730.1%
Morgan Stanley$66.6K3750.1%
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF$66.9K4310.1%
KINDER MORGAN, INC.$70.9K2,5780.1%
STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF$71.1K2950.1%
CrowdStrike Holdings, Inc.$71.3K1520.1%
ISHARES S&P 500 GROWTH ETF$71.6K5810.1%
ROYAL BK CDA COM$73.8K4330.1%
PATRIA INVESTMENTS LIMITED COM CL A$74.0K4,6550.1%
Toast, Inc.$74.0K2,0850.1%
INVESCO S&P 500 EQUAL WEIGHT ETF$74.8K3900.1%
VANECK GOLD MINERS ETF$75.1K8760.1%
ISHARES RUSSELL MIDCAP ETF$76.5K7950.1%
PRINCIPAL SPECTRUM PREFERRED SECS ACTIVE ETF$76.8K4,0260.1%
ONEOK Inc$77.3K1,0520.1%
SOUTHERN CO$77.5K8890.1%
SHELL PLC SPON ADS$78.0K1,0620.1%
SCHWAB U.S. BROAD MARKET ETF$79.0K3,0100.1%
ISHARES CORE MSCI EAFE ETF$79.0K8830.1%
Uber Technologies, Inc$79.6K9740.1%
FIDELITY LIMITED TERM BOND ETF$79.9K1,5770.1%
U.S. GLOBAL JETS ETF$80.2K2,8560.1%
FIDELITY MSCI UTILITIES INDEX ETF$80.6K1,4590.1%
MARTIN MARIETTA MATERIALS INC$82.0K1320.1%
NEXTERA ENERGY INC$82.7K1,0310.1%
Ventas, Inc.$83.8K1,0830.1%
Mondelez International, Inc.$84.4K1,5680.1%
DEERE & CO$85.5K1840.1%
LAM RESEARCH CORP$89.1K5200.1%
ISHARES CYBERSECURITY & TECH ETF$91.2K1,8960.1%
EXXON MOBIL CORP$92.9K7720.1%
GENERAL ELECTRIC CO$93.8K3050.1%
AUTOZONE INC$95.0K280.1%
LINDE PLC$96.6K2260.1%
ISHARES SEMICONDUCTOR ETF$98.5K3270.1%
Airbnb, Inc.$103.8K7650.1%
MICRON TECHNOLOGY INC$107.3K3760.1%
BANK OF AMERICA CORP /DE$111.1K2,0190.1%
M&T BANK CORP$113.8K5650.1%
STAR GROUP, L.P.SGUCommon Stock$116.8K9,8640.1%
SPDR GOLD SHARES$117.3K2960.1%
← PrevPage 5 of 8Next →