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 13 of 14
464287341
Shares:617
Value:$26.0K
464289875
Shares:552
Value:$24.2K
00214Q302
Shares:1.1K
Value:$22.8K
464288687
Shares:700
Value:$21.5K
464288240
Shares:286
Value:$15.9K
81369Y407
Shares:78
Value:$15.4K
92204A207
Shares:64
Value:$14.1K
46432F388
Shares:68
Value:$7.3K
46137V621
Shares:248
Value:$3.5K
92189F437
Shares:106
Value:$3.1K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip464287341)✕ | 617 | All Managers (Combined) | $26.0K | ||
(cusip464289875)✕ | 552 | All Managers (Combined) | $24.2K | ||
(cusip00214Q302)✕ | 1.1K | All Managers (Combined) | $22.8K | ||
606 | YoY 0.00% (+0) | All Managers (Combined) | $22.1K | ||
(cusip464288687)✕ | 700 | All Managers (Combined) | $21.5K | ||
470 | All Managers (Combined) | $17.0K | |||
(cusip464288240)✕ | 286 | QoQ 0.00% (+0) | All Managers (Combined) | $15.9K | |
(cusip81369Y407)✕ | 78 | All Managers (Combined) | $15.4K | ||
(cusip92204A207)✕ | 64 | QoQ -3.03% (-2)YoY +1.58% (+1) | All Managers (Combined) | $14.1K | |
Invivyd, Inc.(IVVDcusip00534A102) | 23.1K | QoQ NEW(+23.1K) YoY NEW(+23.1K) | All Managers (Combined) | $14.0K | QoQ NEW(+$14.0K) YoY NEW(+$14.0K) |
10.0K | QoQ 0.00% (+0)YoY NEW(+10.0K) | All Managers (Combined) | $13.7K | YoY NEW(+$13.7K) | |
100 | All Managers (Combined) | $13.0K | |||
229 | QoQ 0.00% (+0)YoY NEW(+229) | All Managers (Combined) | $10.5K | YoY NEW(+$10.5K) | |
79 | All Managers (Combined) | $7.6K | |||
(cusip46432F388)✕ | 68 | All Managers (Combined) | $7.3K | ||
12.6K | All Managers (Combined) | $5.7K | |||
40 | All Managers (Combined) | $5.1K | |||
55 | All Managers (Combined) | $5.1K | |||
(cusip46137V621)✕ | 248 | QoQ +1.22% (-3)YoY +5.98% (-14) | All Managers (Combined) | $3.5K | QoQ -0.39% (-$14)YoY -0.44% (-$16) |
(cusip92189F437)✕ | 106 | QoQ 0.00% (+0)YoY NEW(+106) | All Managers (Combined) | $3.1K | QoQ +0.65% (+$20)YoY NEW(+$3.1K) |