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 6 of 14
46137V522
Shares:10.0K
Value:$700.1K
464289859
Shares:8.1K
Value:$619.0K
464287762
Shares:10.1K
Value:$612.2K
25434V724
Shares:14.3K
Value:$590.5K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Walmart Inc.(WMTcusip931142103) | 8.2K | All Managers (Combined) | $723.9K | ||
3.4K | QoQ 0.00% (-0)YoY +6.04% (+194) | All Managers (Combined) | $703.1K | ||
(cusip46137V522)✕ | 10.0K | All Managers (Combined) | $700.1K | ||
9.2K | All Managers (Combined) | $698.3K | |||
AMEREN CORP(AEEcusip023608102) | 6.8K | QoQ 0.00% (+0)YoY -0.70% (-48) | All Managers (Combined) | $678.9K | |
6.6K | All Managers (Combined) | $664.3K | |||
Tesla, Inc.(TSLAcusip88160R101) | 2.6K | YoY -2.43% (-64) | All Managers (Combined) | $663.5K | |
5.5K | All Managers (Combined) | $641.7K | |||
3.3K | All Managers (Combined) | $635.9K | |||
(cusip464289859)✕ | 8.1K | QoQ +3.67% (+287)YoY -6.25% (-540) | All Managers (Combined) | $619.0K | |
3.6K | YoY 0.00% (+0) | All Managers (Combined) | $619.0K | ||
(cusip464287762)✕ | 10.1K | QoQ 0.00% (+0)YoY NEW(+10.1K) | All Managers (Combined) | $612.2K | YoY NEW(+$612.2K) |
18.5K | QoQ 0.00% (+0)YoY NEW(+18.5K) | All Managers (Combined) | $601.4K | YoY NEW(+$601.4K) | |
10.8K | QoQ 0.00% (-0)YoY NEW(+10.8K) | All Managers (Combined) | $597.1K | YoY NEW(+$597.1K) | |
7.1K | QoQ -2.30% (-167)YoY NEW(+7.1K) | All Managers (Combined) | $594.6K | YoY NEW(+$594.6K) | |
4.5K | QoQ +0.80% (+36)YoY +1.90% (+84) | All Managers (Combined) | $594.0K | ||
(cusip25434V724)✕ | 14.3K | All Managers (Combined) | $590.5K | ||
1.3K | QoQ -1.67% (-22)YoY -8.09% (-114) | All Managers (Combined) | $578.0K | ||
29.1K | All Managers (Combined) | $575.5K | |||
MASIMO CORP(MASIcusip574795100) | 3.4K | QoQ 0.00% (+0)YoY -0.46% (-16) | All Managers (Combined) | $571.4K |