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 7 of 14
LOWES COMPANIES INC
Shares:2.4K
Value:$568.6K
UNITEDHEALTH GROUP INC
Shares:1.1K
Value:$567.6K
AMGEN INC
Shares:1.8K
Value:$552.7K
LINDE PLC
Shares:1.2K
Value:$547.6K
STRYKER CORP
Shares:1.4K
Value:$531.6K
WELLS FARGO & COMPANY/MN
Shares:7.4K
Value:$530.7K
PROGRESSIVE CORP/OH/
Shares:1.8K
Value:$518.5K
Philip Morris International Inc.
Shares:3.2K
Value:$507.6K
19762B202
Shares:17.2K
Value:$507.3K
81369Y605
Shares:10.2K
Value:$507.2K
Elevance Health, Inc.
Shares:1.1K
Value:$495.0K
464289867
Shares:8.6K
Value:$493.0K
SIMON PROPERTY GROUP INC /DE/
Shares:2.9K
Value:$489.5K
Walt Disney Co
Shares:5.0K
Value:$488.7K
INTUIT INC.
Shares:796
Value:$488.5K
Salesforce, Inc.
Shares:1.8K
Value:$483.9K
Accenture plc
Shares:1.5K
Value:$479.6K
KKR & Co. Inc.
Shares:4.0K
Value:$462.2K
DEERE & CO
Shares:979
Value:$459.6K
SOUTHERN COPPER CORP/
Shares:4.9K
Value:$458.0K