Roxbury Financial LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $1.50M | 1.3% |
| RTX Corp | $1.51M | 1.4% |
| LOCKHEED MARTIN CORP | $1.53M | 1.4% |
| LOWES COMPANIES INC | $1.57M | 1.4% |
| Chubb Ltd | $1.71M | 1.5% |
| FIDELITY MSCI HEALTH CARE INDEX ETF | $1.83M | 1.6% |
| CATERPILLAR INC | $1.84M | 1.6% |
| MCKESSON CORP | $1.95M | 1.7% |
| Walmart Inc. | $2.32M | 2.1% |
| INTERNATIONAL BUSINESS MACHINES CORP | $2.43M | 2.2% |
| JPMORGAN CHASE & CO | $2.58M | 2.3% |
| WELLS FARGO & COMPANY/MN | $2.71M | 2.4% |
| FIDELITY MSCI CONSUMER STAPLES INDEX ETF | $2.78M | 2.5% |
| Amazon.com Inc | $2.96M | 2.7% |
| ISHARES CORE S&P 500 ETF | $3.56M | 3.2% |
| FIDELITY NASDAQ COMPOSITE INDEX ETF | $3.59M | 3.2% |
| Apple Inc. | $3.59M | 3.2% |
| Visa Inc | $3.62M | 3.2% |
| FIDELITY BLUE CHIP GROWTH ETF | $4.45M | 4.0% |
| Alphabet Inc. | $5.50M | 4.9% |
| MICROSOFT CORP | $6.48M | 5.8% |