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 12 of 14
25434V807
Shares:2.9K
Value:$114.1K
464287226
Shares:981
Value:$97.0K
00214Q203
Shares:1.4K
Value:$95.2K
00214Q708
Shares:2.5K
Value:$84.4K
00214Q401
Shares:651
Value:$61.6K
81369Y209
Shares:360
Value:$52.6K
746962109
Shares:61.7K
Value:$37.0K
92189F700
Shares:415
Value:$28.2K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip25434V807)✕ | 2.9K | All Managers (Combined) | $114.1K | ||
668 | QoQ 0.00% (-0)YoY NEW(+668) | All Managers (Combined) | $107.2K | YoY NEW(+$107.2K) | |
537 | YoY +2.48% (-13) | All Managers (Combined) | $100.0K | ||
(cusip464287226)✕ | 981 | All Managers (Combined) | $97.0K | ||
(cusip00214Q203)✕ | 1.4K | All Managers (Combined) | $95.2K | ||
1.6K | QoQ +0.62% (+10)YoY +8.54% (+127) | All Managers (Combined) | $95.1K | ||
386 | QoQ 0.00% (-0)YoY NEW(+386) | All Managers (Combined) | $94.4K | YoY NEW(+$94.4K) | |
(cusip00214Q708)✕ | 2.5K | All Managers (Combined) | $84.4K | ||
360 | All Managers (Combined) | $72.5K | |||
(cusip00214Q401)✕ | 651 | All Managers (Combined) | $61.6K | ||
2.1K | QoQ 0.00% (+0)YoY NEW(+2.1K) | All Managers (Combined) | $59.7K | YoY NEW(+$59.7K) | |
(cusip81369Y209)✕ | 360 | QoQ 0.00% (+0) | All Managers (Combined) | $52.6K | |
600 | QoQ 0.00% (-0)YoY NEW(+600) | All Managers (Combined) | $50.0K | YoY NEW(+$50.0K) | |
409 | QoQ 0.00% (-0) | All Managers (Combined) | $49.0K | ||
323 | All Managers (Combined) | $43.4K | |||
1.8K | QoQ 0.00% (-0) | All Managers (Combined) | $38.2K | ||
(cusip746962109)✕ | 61.7K | All Managers (Combined) | $37.0K | ||
50.7K | All Managers (Combined) | $35.3K | |||
(cusip92189F700)✕ | 415 | QoQ 0.00% (+0)YoY NEW(+415) | All Managers (Combined) | $28.2K | YoY NEW(+$28.2K) |
106 | All Managers (Combined) | $28.1K |