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 5 of 14
808524706
Shares:31.2K
Value:$859.1K
46137V563
Shares:38.1K
Value:$818.3K
78470E106
Shares:18.9K
Value:$814.1K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
CORNING INC /NY(GLWcusip219350105) | 22.4K | QoQ +0.52% (-118)YoY NEW(+22.4K) | All Managers (Combined) | $1.0M | YoY NEW(+$1.0M) |
14.2K | QoQ +0.81% (-115)YoY -0.76% (-109) | All Managers (Combined) | $1.0M | ||
COCA COLA CO(KOcusip191216100) | 14.0K | QoQ -0.26% (-37)YoY -4.56% (-670) | All Managers (Combined) | $1.0M | |
Rubrik, Inc.(RBRKcusip781154109) | 16.2K | QoQ 0.00% (-0)YoY NEW(+16.2K) | All Managers (Combined) | $990.6K | YoY NEW(+$990.6K) |
8.8K | QoQ -9.08% (-875)YoY -7.47% (-708) | All Managers (Combined) | $957.1K | ||
14.6K | All Managers (Combined) | $903.3K | |||
3.6K | All Managers (Combined) | $887.7K | |||
1.6K | QoQ 0.00% (-0)YoY -4.20% (-71) | All Managers (Combined) | $878.1K | ||
ORACLE CORP(ORCLcusip68389X105) | 6.3K | All Managers (Combined) | $874.3K | ||
(cusip808524706)✕ | 31.2K | All Managers (Combined) | $859.1K | ||
9.5K | All Managers (Combined) | $855.7K | |||
(cusip46137V563)✕ | 38.1K | All Managers (Combined) | $818.3K | ||
(cusip78470E106)✕ | 18.9K | QoQ -0.16% (-32)YoY +3.63% (+665) | All Managers (Combined) | $814.1K | |
4.7K | All Managers (Combined) | $802.1K | |||
35.7K | All Managers (Combined) | $787.4K | |||
SPDR GOLD TRUST(GLDcusip78463V107) | 2.7K | QoQ 0.00% (+0)YoY NEW(+2.7K) | All Managers (Combined) | $780.0K | YoY NEW(+$780.0K) |
Mastercard Inc(MAcusip57636Q104) | 1.4K | QoQ -7.63% (-115)YoY +0.72% (+10) | All Managers (Combined) | $762.8K | |
GE Vernova Inc.(GEVcusip36828A101) | 2.5K | YoY NEW(+2.5K) | All Managers (Combined) | $761.4K | YoY NEW(+$761.4K) |
3.7K | QoQ +2.60% (+95)YoY -3.18% (-123) | All Managers (Combined) | $748.4K | ||
CHEVRON CORP(CVXcusip166764100) | 4.4K | QoQ -1.52% (-68)YoY -4.77% (-220) | All Managers (Combined) | $734.6K |