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 8 of 14
PUBLIC SERVICE ENTERPRISE GROUP INC
Shares:5.5K
Value:$453.0K
FORD MOTOR CO
Shares:44.8K
Value:$449.0K
KINDER MORGAN, INC.
Shares:15.5K
Value:$442.2K
Paylocity Holding Corp
Shares:2.3K
Value:$431.4K
PEPSICO INC
Shares:2.8K
Value:$417.7K
Merck & Co., Inc.
Shares:4.5K
Value:$407.3K
Alphatec Holdings, Inc.
Shares:40.0K
Value:$405.6K
FISERV INC
Shares:1.8K
Value:$387.6K
SCHLUMBERGER LIMITED/NV
Shares:9.2K
Value:$386.0K
NETFLIX INC
Shares:410
Value:$382.3K
78468R853
Shares:9.4K
Value:$382.3K
464287648
Shares:1.5K
Value:$379.5K
SHOPIFY INC.
Shares:3.9K
Value:$371.6K
FIFTH THIRD BANCORP
Shares:9.4K
Value:$369.7K
PENTAIR plc
Shares:4.1K
Value:$362.1K
AMERICAN EXPRESS CO
Shares:1.3K
Value:$361.9K
464287176
Shares:3.2K
Value:$358.4K
EQUIFAX INC
Shares:1.5K
Value:$356.1K
First Internet Bancorp
Shares:13.0K
Value:$349.1K
US BANCORP \DE\
Shares:8.2K
Value:$346.4K