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 9 of 14
464288802
Shares:3.0K
Value:$344.4K
464287101
Shares:1.2K
Value:$319.0K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip464288802)✕ | 3.0K | All Managers (Combined) | $344.4K | ||
630 | QoQ -2.32% (-15)YoY +3.44% (+21) | All Managers (Combined) | $344.2K | ||
1.7K | QoQ -1.52% (-26) | All Managers (Combined) | $343.8K | ||
8.1K | All Managers (Combined) | $337.6K | |||
3.6K | All Managers (Combined) | $336.1K | |||
ONEOK INC /NEW/(OKEcusip682680103) | 3.4K | QoQ -3.52% (-123)YoY -0.96% (-33) | All Managers (Combined) | $334.5K | |
1.9K | YoY +3.59% (+65) | All Managers (Combined) | $329.0K | ||
1.9K | QoQ 0.00% (-0)YoY NEW(+1.9K) | All Managers (Combined) | $327.6K | YoY NEW(+$327.6K) | |
(cusip464287101)✕ | 1.2K | All Managers (Combined) | $319.0K | ||
1.0K | QoQ -7.75% (-87)YoY -4.07% (-44) | All Managers (Combined) | $316.2K | ||
4.1K | QoQ NEW(+4.1K) | All Managers (Combined) | $314.6K | QoQ NEW(+$314.6K) | |
ECOLAB INC.(ECLcusip278865100) | 1.2K | QoQ -7.23% (-93)YoY +3.20% (+37) | All Managers (Combined) | $302.4K | |
CATERPILLAR INC(CATcusip149123101) | 914 | All Managers (Combined) | $301.4K | ||
4.9K | All Managers (Combined) | $300.4K | |||
20.5K | QoQ NEW(+20.5K) YoY NEW(+20.5K) | All Managers (Combined) | $300.3K | QoQ NEW(+$300.3K) YoY NEW(+$300.3K) | |
2.3K | QoQ 0.00% (+0)YoY -2.28% (-54) | All Managers (Combined) | $295.7K | ||
6.4K | All Managers (Combined) | $291.9K | |||
495 | QoQ -16.66% (-99)YoY +5.99% (+28) | All Managers (Combined) | $291.8K | ||
1.9K | QoQ 0.00% (+0)YoY -1.56% (-30) | All Managers (Combined) | $291.5K | ||
8.5K | QoQ +2.51% (+208)YoY +1.56% (-131) | All Managers (Combined) | $286.5K |