StockDriftsStockDriftsTop 50 Roxbury Financial Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC CAP STK CL A | 4.62% | 17.9K | $5.1M | +1.74%(+306) | $179.62(+116.25%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 4.55% | 13.7K | $5.1M | +1.98%(+266) | $425.92(-3.41%) | 2026-03-31 | |
| FBCG | FIDELITY BLUE CHIP GROWTH ETF | 3.66% | 81.3K | $4.1M | +0.17%(+142) | $44.43(+33.90%) | 2026-03-31 | |
| IVV | ISHARES CORE S&P 500 ETF | 3.22% | 5.5K | $3.6M | +5.54%(+288) | $589.06(+23.41%) | 2026-03-31 | |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | 3.07% | 40.2K | $3.4M | +2.45%(+961) | $74.14(+34.43%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 2.99% | 13.1K | $3.3M | -0.70%(-93) | $241.71(+17.57%) | 2026-03-31 | |
| V | VISA INC COM CL A | 2.81% | 10.3K | $3.1M | +0.23%(+24) | $295.57(+8.95%) | 2026-03-31 | |
| FSTA | FIDELITY MSCI CONSUMER STAPLES INDEX ETF | 2.67% | 56.8K | $3.0M | +0.41%(+232) | $50.24(+7.00%) | 2026-03-31 | |
| AMZN | AMAZON COM INC COM | 2.65% | 14.1K | $2.9M | +10.40%(+1.33K) | $204.50(+33.77%) | 2026-03-31 | |
| WMT | WALMART INC COM | 2.42% | 21.7K | $2.7M | +4.06%(+846) | $86.81(+50.66%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.16% | +23.05% |
| Top 20 Holdings Unweighted | +6.87% | +22.04% |
Sign up free to track Roxbury Financial Llc, compare funds side by side, and get alerts the moment positions change.