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 2 of 14
78463X541
Shares:150.1K
Value:$8.0M
46434G863
Shares:170.8K
Value:$6.0M
464289446
Shares:29.5K
Value:$4.1M
78463X855
Shares:56.7K
Value:$3.5M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
21.0K | All Managers (Combined) | $11.2M | |||
41.0K | All Managers (Combined) | $10.1M | |||
145.6K | All Managers (Combined) | $10.1M | |||
30.4K | All Managers (Combined) | $9.3M | |||
20.0K | All Managers (Combined) | $9.2M | |||
(cusip78463X541)✕ | 150.1K | All Managers (Combined) | $8.0M | ||
41.0K | All Managers (Combined) | $7.7M | |||
COPART INC(CPRTcusip217204106) | 124.0K | QoQ -0.38% (-483)YoY NEW(+124.0K) | All Managers (Combined) | $7.0M | YoY NEW(+$7.0M) |
12.5K | QoQ +5.91% (+700)YoY -1.63% (-208) | All Managers (Combined) | $6.4M | ||
(cusip46434G863)✕ | 170.8K | All Managers (Combined) | $6.0M | ||
342.5K | QoQ -0.01% (-53)YoY 0.00% (-12) | All Managers (Combined) | $5.6M | ||
26.5K | All Managers (Combined) | $4.6M | |||
AMAZON COM INC(AMZNcusip023135106) | 23.3K | All Managers (Combined) | $4.4M | ||
27.6K | All Managers (Combined) | $4.2M | |||
(cusip464289446)✕ | 29.5K | YoY NEW(+29.5K) | All Managers (Combined) | $4.1M | YoY NEW(+$4.1M) |
40.3K | All Managers (Combined) | $3.7M | |||
3.9K | QoQ -8.27% (-351)YoY +1.32% (+51) | All Managers (Combined) | $3.7M | ||
Blackstone Inc.(BXcusip09260D107) | 26.0K | All Managers (Combined) | $3.6M | ||
(cusip78463X855)✕ | 56.7K | All Managers (Combined) | $3.5M | ||
27.4K | QoQ 0.00% (-0) | All Managers (Combined) | $3.3M |