• 13F History

Roxbury Financial LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 9, 2025
Value $
$102M
Signature - Title
Heather LeVar - Chief Compliance Officer
Location
Mount Arlington, NJ
Summary
This page shows a list of all the recent 13F filings made by Roxbury Financial LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Roxbury Financial LLC reported 349 stock holdings with total value $102M as of Q1 2025. Top holdings included MSFT, FBCG, V, AAPL, and GOOGL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 349 $102M +$2.74M -$3.46M -$713K MSFT, FBCG, V, AAPL, GOOGL 13F-HR 4/9/2025, 02:03 PM
Q4 2024 386 $103M $0 $0 MSFT, FBCG, AAPL, V, GOOGL 13F-HR 1/30/2025, 03:18 PM