Oxford-Financial-Group-Ltd
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "VSGX", null, "GDX", "MASI", "RJF", null, "FNDF", "ACN", "ABBV", "OBDC", null, "GOOGL", "VDE", "AXP", null, null, "T", "NRGV", null, "CAT", "AVGO", "LOW", null, null, "DUK", null, "EOG", null, "PNR", "FITB", null, "HD", "MCD", "INTU", null, "QCOM", "SYBT", "SCCO", "ISRG", "EMXC", "ING", "IVVD", "ICE", "MUB", "META", null, "LCTX", "IVW", null, "IJH", null, null, null, "KMI", "LIN", null, "FNGR", "MPC", "MA", "MSFT", "GE", "NI", null, "BX", "IJR", "EFG", "KKR", "IWD", "ORCL", "OKE", null, "VHT", "EEM", "IWF", "PEP", "PNC", null, "PGR", "IEMG", "IJK", "IVV", null, "IYR", "UNH", "AAPL", "SPY", "ECL", "NVDA", "GS", "GEHC", "PLTR", "LMT", "PG", "MRK", "VZ", null, null, "AMGN", "FNDX", null, null, "IEFA", "SCHX", null, "NOW", null, "SHOP", "SLB", "SPG", "ROP", "RTX", "SPDW", "GLD", null, null, null, "BP", "IBM", "SYK", "TYL", "VNQ", "VO", "VXF", "VV", "ATEC", "PCTY", "SNEX", "VOE", "KE", null, null, "VWO", "SIVR", null, "IWV", "VIG", null, "IWO", "IWN", "WGO", null, "TSM", null, "VYM", "MGC", "ATO", "AON", "AEE", "GM", "TKR", "AMD", "FI", "DOV", "F", "IWP", "IWR", "EFX", null, "AEP", "INBK", "HBNC", null, null, "PEG", "NVO", "AMZN", "SCHB", null, "IVE", null, null, "HNI", "VEU", "VGT", "USB", "ESGV", "VUG", "VEA", "VBR", "VOT", "VT", "VB", "VOO", "VTV", "V", "WMT", "WFC", "WELL", "IUSG", null, null, "SCHD", "ET", "DVY", "SCHG", "SCHF", null, "SO", "CRM", "RBRK", "DIA", null, "MTUM", "IUSV", "GEV", "DGRO", null, "NVT", null, null, "ADP", "BALL", "BAC", "BK", "BRK-A", "BRK-B", "BDX", "BA", "BMY", "CVX", "CSCO", "KO", "CMCSA", "CEG", "CPRT", "COST", "GLW", "CSX", "DHR", "DE", null, "DPZ", "RSP", "IJT", null, "IJJ", "EFA", "USMV", "IWB", "NEE", "NKE", "QQQ", "IWM", "EPD", "MDY", "DIS", "ELV", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "PM", "XLK", "ITOT", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-15
- Total Holdings
- 261
- Total Value
- 1425886350
- Accession Number
- 0001398344-25-009589
- Form Type
- 13F-HR
- Manager Name
- Oxford-Financial-Group-Ltd
Data Enrichment
80% identified208 identified53 unidentified
Holdings
261 positions
Manager:
Search and click to pin securities to the top
Page 11 of 14
46429B663
Shares:1.5K
Value:$185.9K
464288224
Shares:16.0K
Value:$182.3K
464287721
Shares:1.2K
Value:$168.5K
464287846
Shares:1.1K
Value:$145.8K
00214Q104
Shares:2.9K
Value:$138.9K
78463X509
Shares:3.3K
Value:$131.8K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
951 | QoQ 0.00% (+0)YoY -5.46% (-55) | All Managers (Combined) | $217.8K | ||
1.3K | QoQ NEW(+1.3K) YoY NEW(+1.3K) | All Managers (Combined) | $216.3K | QoQ NEW(+$216.3K) YoY NEW(+$216.3K) | |
1.1K | YoY NEW(+1.1K) | All Managers (Combined) | $214.5K | YoY NEW(+$214.5K) | |
2.5K | QoQ NEW(+2.5K) YoY NEW(+2.5K) | All Managers (Combined) | $211.4K | QoQ NEW(+$211.4K) YoY NEW(+$211.4K) | |
QUALCOMM INC/DE(QCOMcusip747525103) | 1.4K | All Managers (Combined) | $211.2K | ||
7.1K | QoQ -4.51% (-336)YoY -2.21% (-161) | All Managers (Combined) | $208.9K | ||
Duke Energy CORP(DUKcusip26441C204) | 1.7K | QoQ NEW(+1.7K) YoY NEW(+1.7K) | All Managers (Combined) | $203.9K | QoQ NEW(+$203.9K) YoY NEW(+$203.9K) |
3.9K | QoQ 0.00% (-0)YoY -1.15% (-45) | All Managers (Combined) | $201.9K | ||
ING GROEP NV(INGcusip456837103) | 10.2K | QoQ +2.24% (+224)YoY +2.24% (+224) | All Managers (Combined) | $200.3K | |
10.7K | YoY NEW(+10.7K) | All Managers (Combined) | $198.3K | YoY NEW(+$198.3K) | |
2.0K | QoQ 0.00% (-0)YoY -9.43% (-208) | All Managers (Combined) | $195.6K | ||
(cusip46429B663)✕ | 1.5K | QoQ 0.00% (+0)YoY NEW(+1.5K) | All Managers (Combined) | $185.9K | YoY NEW(+$185.9K) |
(cusip464288224)✕ | 16.0K | All Managers (Combined) | $182.3K | ||
(cusip464287721)✕ | 1.2K | All Managers (Combined) | $168.5K | ||
(cusip464287846)✕ | 1.1K | QoQ +0.28% (-3)YoY +1.13% (+12) | All Managers (Combined) | $145.8K | |
(cusip00214Q104)✕ | 2.9K | QoQ 0.00% (-0)YoY -8.03% (-255) | All Managers (Combined) | $138.9K | |
2.5K | All Managers (Combined) | $137.3K | |||
3.1K | All Managers (Combined) | $134.8K | |||
1.1K | QoQ +0.09% (-1)YoY +0.46% (-5) | All Managers (Combined) | $133.9K | ||
(cusip78463X509)✕ | 3.3K | All Managers (Combined) | $131.8K |