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 7 of 14
19762B202
Shares:17.2K
Value:$507.3K
81369Y605
Shares:10.2K
Value:$507.2K
464289867
Shares:8.6K
Value:$493.0K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
2.4K | QoQ +1.24% (-30)YoY -2.51% (-63) | All Managers (Combined) | $568.6K | ||
1.1K | QoQ +6.90% (+70)YoY -3.04% (-34) | All Managers (Combined) | $567.6K | ||
1.8K | All Managers (Combined) | $552.7K | |||
1.2K | QoQ -0.08% (-1) | All Managers (Combined) | $547.6K | ||
STRYKER CORP(SYKcusip863667101) | 1.4K | QoQ -4.09% (-61)YoY -4.09% (-61) | All Managers (Combined) | $531.6K | |
7.4K | All Managers (Combined) | $530.7K | |||
1.8K | QoQ +2.74% (+49)YoY +1.32% (+24) | All Managers (Combined) | $518.5K | ||
3.2K | QoQ +2.13% (+67)YoY -0.74% (-24) | All Managers (Combined) | $507.6K | ||
(cusip19762B202)✕ | 17.2K | All Managers (Combined) | $507.3K | ||
(cusip81369Y605)✕ | 10.2K | QoQ 0.00% (+1) | All Managers (Combined) | $507.2K | |
1.1K | QoQ +2.52% (+28)YoY -7.62% (-94) | All Managers (Combined) | $495.0K | ||
(cusip464289867)✕ | 8.6K | All Managers (Combined) | $493.0K | ||
2.9K | All Managers (Combined) | $489.5K | |||
Walt Disney Co(DIScusip254687106) | 5.0K | All Managers (Combined) | $488.7K | ||
INTUIT INC.(INTUcusip461202103) | 796 | All Managers (Combined) | $488.5K | ||
Salesforce, Inc.(CRMcusip79466L302) | 1.8K | QoQ +4.09% (-71) | All Managers (Combined) | $483.9K | |
Accenture plc(ACNcusipG1151C101) | 1.5K | QoQ -0.45% (-7)YoY -1.15% (-18) | All Managers (Combined) | $479.6K | |
KKR & Co. Inc.(KKRcusip48251W104) | 4.0K | All Managers (Combined) | $462.2K | ||
DEERE & CO(DEcusip244199105) | 979 | QoQ +1.76% (+17) | All Managers (Combined) | $459.6K | |
4.9K | QoQ -6.62% (-348)YoY +5.32% (-248) | All Managers (Combined) | $458.0K |