Oxford-Financial-Group-Ltd

Filing Details

13F-HR2025-03-31
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% identified
208 identified53 unidentified

Holdings

261 positions
Manager:
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Page 5 of 14
CORNING INC /NY
Shares:22.4K
Value:$1.0M
NEXTERA ENERGY INC
Shares:14.2K
Value:$1.0M
COCA COLA CO
Shares:14.0K
Value:$1.0M
Rubrik, Inc.
Shares:16.2K
Value:$990.6K
AMERICAN ELECTRIC POWER CO INC
Shares:8.8K
Value:$957.1K
46434V621
Shares:14.6K
Value:$903.3K
INTERNATIONAL BUSINESS MACHINES CORP
Shares:3.6K
Value:$887.7K
92204A702
Shares:1.6K
Value:$878.1K
ORACLE CORP
Shares:6.3K
Value:$874.3K
808524706
Shares:31.2K
Value:$859.1K
922908553
Shares:9.5K
Value:$855.7K
46137V563
Shares:38.1K
Value:$818.3K
78470E106
Shares:18.9K
Value:$814.1K
BOEING CO
Shares:4.7K
Value:$802.1K
808524201
Shares:35.7K
Value:$787.4K
SPDR GOLD TRUST
Shares:2.7K
Value:$780.0K
Mastercard Inc
Shares:1.4K
Value:$762.8K
GE Vernova Inc.
Shares:2.5K
Value:$761.4K
GENERAL ELECTRIC CO
Shares:3.7K
Value:$748.4K
CHEVRON CORP
Shares:4.4K
Value:$734.6K