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 8 of 14
78468R853
Shares:9.4K
Value:$382.3K
464287176
Shares:3.2K
Value:$358.4K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
5.5K | QoQ -0.54% (-30)YoY +0.97% (+53) | All Managers (Combined) | $453.0K | ||
FORD MOTOR CO(Fcusip345370860) | 44.8K | All Managers (Combined) | $449.0K | ||
15.5K | All Managers (Combined) | $442.2K | |||
2.3K | QoQ -0.43% (-10)YoY 0.00% (+0) | All Managers (Combined) | $431.4K | ||
PEPSICO INC(PEPcusip713448108) | 2.8K | All Managers (Combined) | $417.7K | ||
4.5K | All Managers (Combined) | $407.3K | |||
40.0K | QoQ 0.00% (+0)YoY NEW(+40.0K) | All Managers (Combined) | $405.6K | YoY NEW(+$405.6K) | |
FISERV INC(FIcusip337738108) | 1.8K | QoQ +2.93% (+50) | All Managers (Combined) | $387.6K | |
9.2K | QoQ 0.00% (+0)YoY -8.88% (-901) | All Managers (Combined) | $386.0K | ||
NETFLIX INC(NFLXcusip64110L106) | 410 | QoQ +13.25% (+48)YoY NEW(+410) | All Managers (Combined) | $382.3K | YoY NEW(+$382.3K) |
(cusip78468R853)✕ | 9.4K | QoQ -0.17% (-16)YoY -0.09% (-9) | All Managers (Combined) | $382.3K | |
1.5K | QoQ 0.00% (-0)YoY +2.69% (-39) | All Managers (Combined) | $379.5K | ||
SHOPIFY INC.(SHOPcusip82509L107) | 3.9K | QoQ +1.45% (-56)YoY -2.45% (-98) | All Managers (Combined) | $371.6K | |
9.4K | QoQ -8.79% (-909)YoY -6.84% (-693) | All Managers (Combined) | $369.7K | ||
PENTAIR plc(PNRcusipG7S00T104) | 4.1K | QoQ 0.00% (-0)YoY -0.07% (-3) | All Managers (Combined) | $362.1K | |
1.3K | QoQ +5.73% (-73)YoY -1.24% (-17) | All Managers (Combined) | $361.9K | ||
(cusip464287176)✕ | 3.2K | QoQ +0.06% (+2)YoY -1.61% (-53) | All Managers (Combined) | $358.4K | |
EQUIFAX INC(EFXcusip294429105) | 1.5K | QoQ 0.00% (-0)YoY -0.88% (-13) | All Managers (Combined) | $356.1K | |
13.0K | All Managers (Combined) | $349.1K | |||
US BANCORP \DE\(USBcusip902973304) | 8.2K | All Managers (Combined) | $346.4K |