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

SEC FilingSEC DataHachi Filing

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
CIK: oxford-financial-group-ltd
Manager Name: Oxford-Financial-Group-Ltd

Data Enrichment

80% identified

208 identified53 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

261 positions • $1.4B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 7 of 14

Sort by:

LOWES COMPANIES INC

LOW|548661107

Shares:2.4K

Value:$568.6K

% of Portfolio:0.0% ($568.6K/$1.4B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.1K

Value:$567.6K

% of Portfolio:0.0% ($567.6K/$1.4B)

AMGEN INC

AMGN|031162100

Shares:1.8K

Value:$552.7K

% of Portfolio:0.0% ($552.7K/$1.4B)

LINDE PLC

LIN|G54950103

Shares:1.2K

Value:$547.6K

% of Portfolio:0.0% ($547.6K/$1.4B)

STRYKER CORP

SYK|863667101

Shares:1.4K

Value:$531.6K

% of Portfolio:0.0% ($531.6K/$1.4B)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:7.4K

Value:$530.7K

% of Portfolio:0.0% ($530.7K/$1.4B)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:1.8K

Value:$518.5K

% of Portfolio:0.0% ($518.5K/$1.4B)

Philip Morris International Inc.

PM|718172109

Shares:3.2K

Value:$507.6K

% of Portfolio:0.0% ($507.6K/$1.4B)

19762B202

Shares:17.2K

Value:$507.3K

% of Portfolio:0.0% ($507.3K/$1.4B)

81369Y605

Shares:10.2K

Value:$507.2K

% of Portfolio:0.0% ($507.2K/$1.4B)

Elevance Health, Inc.

ELV|036752103

Shares:1.1K

Value:$495.0K

% of Portfolio:0.0% ($495.0K/$1.4B)

464289867

Shares:8.6K

Value:$493.0K

% of Portfolio:0.0% ($493.0K/$1.4B)

SIMON PROPERTY GROUP INC /DE/

SPG|828806109

Shares:2.9K

Value:$489.5K

% of Portfolio:0.0% ($489.5K/$1.4B)

Walt Disney Co

DIS|254687106

Shares:5.0K

Value:$488.7K

% of Portfolio:0.0% ($488.7K/$1.4B)

INTUIT INC.

INTU|461202103

Shares:796

Value:$488.5K

% of Portfolio:0.0% ($488.5K/$1.4B)

Salesforce, Inc.

CRM|79466L302

Shares:1.8K

Value:$483.9K

% of Portfolio:0.0% ($483.9K/$1.4B)

Accenture plc

ACN|G1151C101

Shares:1.5K

Value:$479.6K

% of Portfolio:0.0% ($479.6K/$1.4B)

KKR & Co. Inc.

KKR|48251W104

Shares:4.0K

Value:$462.2K

% of Portfolio:0.0% ($462.2K/$1.4B)

DEERE & CO

DE|244199105

Shares:979

Value:$459.6K

% of Portfolio:0.0% ($459.6K/$1.4B)

SOUTHERN COPPER CORP/

SCCO|84265V105

Shares:4.9K

Value:$458.0K

% of Portfolio:0.0% ($458.0K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
LOWES COMPANIES INC(LOWcusip548661107)	2.4K	QoQ +1.24% (-30) YoY -2.51% (-63)	All Managers (Combined)	$568.6K	0.0% ($568.6K/$1.4B)	QoQ -4.32% (-$25.7K) YoY -10.74% (-$68.5K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	1.1K	QoQ +6.90% (+70) YoY -3.04% (-34)	All Managers (Combined)	$567.6K	0.0% ($567.6K/$1.4B)	QoQ +10.69% (+$54.9K) YoY +2.59% (-$14.4K)
AMGEN INC(AMGNcusip031162100)	1.8K	QoQ -21.57% (-488) YoY -39.90% (-1.2K)	All Managers (Combined)	$552.7K	0.0% ($552.7K/$1.4B)	QoQ -6.25% (-$36.9K) YoY -34.14% (-$286.6K)
LINDE PLC(LINcusipG54950103)	1.2K	QoQ -0.08% (-1) YoY -12.50% (-168)	All Managers (Combined)	$547.6K	0.0% ($547.6K/$1.4B)	QoQ +11.12% (-$54.8K) YoY -12.25% (-$76.5K)
STRYKER CORP(SYKcusip863667101)	1.4K	QoQ -4.09% (-61) YoY -4.09% (-61)	All Managers (Combined)	$531.6K	0.0% ($531.6K/$1.4B)	QoQ -0.84% (-$4.5K) YoY -0.24% (-$1.3K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	7.4K	QoQ +14.46% (+934) YoY +44.53% (+2.3K)	All Managers (Combined)	$530.7K	0.0% ($530.7K/$1.4B)	QoQ +16.98% (+$77.1K) YoY +79.02% (+$234.3K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	1.8K	QoQ +2.74% (+49) YoY +1.32% (+24)	All Managers (Combined)	$518.5K	0.0% ($518.5K/$1.4B)	QoQ +21.35% (+$91.2K) YoY +38.65% (+$144.5K)
Philip Morris International Inc.(PMcusip718172109)	3.2K	QoQ +2.13% (+67) YoY -0.74% (-24)	All Managers (Combined)	$507.6K	0.0% ($507.6K/$1.4B)	QoQ +34.71% (+$130.8K) YoY +71.94% (-$212.4K)
(cusip19762B202)✕	17.2K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$507.3K	0.0% ($507.3K/$1.4B)	QoQ -0.21% (-$1.1K) YoY -5.03% (-$26.9K)
(cusip81369Y605)✕	10.2K	QoQ 0.00% (+1) YoY -13.54% (-1.6K)	All Managers (Combined)	$507.2K	0.0% ($507.2K/$1.4B)	QoQ +3.07% (+$15.1K) YoY +2.23% (-$11.1K)
Elevance Health, Inc.(ELVcusip036752103)	1.1K	QoQ +2.52% (+28) YoY -7.62% (-94)	All Managers (Combined)	$495.0K	0.0% ($495.0K/$1.4B)	QoQ +20.88% (+$85.5K) YoY -22.51% (-$143.9K)
(cusip464289867)✕	8.6K	QoQ +1.87% (+158) YoY -38.39% (-5.3K)	All Managers (Combined)	$493.0K	0.0% ($493.0K/$1.4B)	QoQ +2.32% (+$11.2K) YoY -36.28% (-$280.8K)
SIMON PROPERTY GROUP INC /DE/(SPGcusip828806109)	2.9K	QoQ -4.59% (-142) YoY +33.45% (+739)	All Managers (Combined)	$489.5K	0.0% ($489.5K/$1.4B)	QoQ -8.01% (-$42.6K) YoY +41.62% (+$143.9K)
Walt Disney Co(DIScusip254687106)	5.0K	QoQ -3.99% (-206) YoY -12.35% (-698)	All Managers (Combined)	$488.7K	0.0% ($488.7K/$1.4B)	QoQ -14.90% (-$85.6K) YoY -29.29% (-$202.5K)
INTUIT INC.(INTUcusip461202103)	796	QoQ +3.78% (+29) YoY -62.69% (-1.3K)	All Managers (Combined)	$488.5K	0.0% ($488.5K/$1.4B)	QoQ +1.27% (+$6.2K) YoY -64.78% (-$898.7K)
Salesforce, Inc.(CRMcusip79466L302)	1.8K	QoQ +4.09% (-71) YoY +44.81% (+558)	All Managers (Combined)	$483.9K	0.0% ($483.9K/$1.4B)	QoQ -16.44% (-$95.2K) YoY +29.04% (+$108.9K)
Accenture plc(ACNcusipG1151C101)	1.5K	QoQ -0.45% (-7) YoY -1.15% (-18)	All Managers (Combined)	$479.6K	0.0% ($479.6K/$1.4B)	QoQ -11.70% (-$63.6K) YoY -11.01% (-$59.4K)
KKR & Co. Inc.(KKRcusip48251W104)	4.0K	QoQ +117.04% (+2.2K) YoY -80.73% (-16.8K)	All Managers (Combined)	$462.2K	0.0% ($462.2K/$1.4B)	QoQ +69.64% (+$189.8K) YoY -77.85% (-$1.6M)
DEERE & CO(DEcusip244199105)	979	QoQ +1.76% (+17) YoY -47.45% (-884)	All Managers (Combined)	$459.6K	0.0% ($459.6K/$1.4B)	QoQ +12.69% (+$51.8K) YoY -39.94% (-$305.7K)
SOUTHERN COPPER CORP/(SCCOcusip84265V105)	4.9K	QoQ -6.62% (-348) YoY +5.32% (-248)	All Managers (Combined)	$458.0K	0.0% ($458.0K/$1.4B)	QoQ -4.24% (-$20.3K) YoY -7.58% (-$37.6K)