Oxford Financial
Latest statistics and disclosures from Oxford Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, INFL, ISRG, LLY, GNR, and represent 48.05% of Oxford Financial Group's stock portfolio.
- Added to shares of these 10 stocks: ISRG (+$20M), GNR (+$6.4M), NVDA, HGTY, META, MSFT, VUG, AAPL, IBIT, VTV.
- Started 24 new stock positions in XLRE, DRIV, CMCSA, LIT, IQLT, DFAE, HGTY, DUK, CI, IDEV. IXUS, DIA, INTC, D, URA, BLK, CCJ, WTAI, VRT, ISTB, VIGI, IAGG, COIN, EFV.
- Reduced shares in these 10 stocks: MUB (-$8.7M), VTI, AVUV, DSTL, LLY, FNDX, ACWI, AVGO, MDY, IEFA.
- Sold out of its positions in ET, EMB, AOM, NVO.
- Oxford Financial Group was a net buyer of stock by $21M.
- Oxford Financial Group has $1.8B in assets under management (AUM), dropping by 5.03%.
- Central Index Key (CIK): 0001245862
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Portfolio Holdings for Oxford Financial Group
Oxford Financial Group holds 279 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 15.9 | $282M | 859k | 328.17 |
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| Listed Fds Tr Horizon Kinetics (INFL) | 10.1 | $178M | 4.0M | 44.70 |
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| Intuitive Surgical Com New (ISRG) | 9.5 | $167M | +13% | 374k | 447.23 |
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| Eli Lilly & Co. (LLY) | 6.5 | $115M | 151k | 763.00 |
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| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 6.0 | $107M | +6% | 1.8M | 59.21 |
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| Etf Ser Solutions Distillate Us (DSTL) | 5.3 | $94M | -3% | 1.6M | 57.96 |
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| Ishares Tr National Mun Etf (MUB) | 5.2 | $92M | -8% | 865k | 106.49 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 3.9 | $69M | -5% | 692k | 99.53 |
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| Ishares Tr Core S&p500 Etf (IVV) | 3.4 | $60M | 90k | 669.30 |
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| Vanguard Index Fds Value Etf (VTV) | 2.9 | $51M | 272k | 186.49 |
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| Apple (AAPL) | 2.0 | $35M | +3% | 137k | 254.63 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.9 | $33M | 50k | 666.18 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 1.6 | $29M | -3% | 210k | 138.24 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 1.5 | $26M | -7% | 982k | 26.30 |
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| McDonald's Corporation (MCD) | 1.4 | $24M | 80k | 303.89 |
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| NVIDIA Corporation (NVDA) | 1.4 | $24M | +21% | 130k | 186.58 |
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| Microsoft Corporation (MSFT) | 1.3 | $24M | +5% | 46k | 517.95 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 1.0 | $18M | 71k | 256.45 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.9 | $15M | 161k | 93.37 |
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| J P Morgan Exchange Traded F Inflation Manage (JCPI) | 0.8 | $14M | -3% | 280k | 48.78 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.8 | $14M | -4% | 98k | 137.80 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $13M | +3% | 41k | 315.43 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.6 | $11M | 30k | 365.48 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $11M | 21k | 502.75 |
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| Kimball Electronics (KE) | 0.6 | $10M | 343k | 29.86 |
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| Stock Yards Ban (SYBT) | 0.6 | $10M | 146k | 69.99 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $8.8M | 44k | 203.59 |
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| Domino's Pizza (DPZ) | 0.5 | $8.6M | 20k | 431.71 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $7.7M | 13k | 612.40 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.4 | $7.2M | 167k | 43.42 |
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| Copart (CPRT) | 0.3 | $5.6M | 124k | 44.97 |
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| Amazon (AMZN) | 0.3 | $5.2M | +11% | 24k | 219.57 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.3 | $4.9M | -3% | 24k | 209.34 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $4.9M | +3% | 40k | 120.72 |
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| Ishares Tr Rus Top 200 Etf (IWL) | 0.3 | $4.9M | 29k | 166.10 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.3 | $4.8M | 27k | 176.81 |
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| Eaton Corp SHS (ETN) | 0.3 | $4.6M | +5% | 12k | 374.25 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $4.3M | +8% | 9.1k | 468.41 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $4.1M | 24k | 170.85 |
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| Spdr Index Shs Fds S&p Gblinf Etf (GII) | 0.2 | $3.9M | 56k | 69.59 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $3.7M | -8% | 25k | 145.65 |
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| Costco Wholesale Corporation (COST) | 0.2 | $3.6M | +2% | 3.9k | 925.56 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $3.6M | +23% | 6.0k | 600.39 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $3.6M | 17k | 206.51 |
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| Meta Platforms Cl A (META) | 0.2 | $3.2M | +136% | 4.4k | 734.31 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $3.1M | 33k | 96.55 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $2.9M | +15% | 11k | 254.28 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $2.9M | +16% | 44k | 65.26 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $2.6M | +2% | 44k | 59.92 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $2.6M | +18% | 11k | 243.10 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $2.6M | +77% | 5.4k | 479.61 |
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| Broadcom (AVGO) | 0.1 | $2.5M | -25% | 7.7k | 329.92 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $2.5M | +11% | 22k | 112.75 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $2.4M | 6.3k | 378.92 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $2.3M | -11% | 9.6k | 241.96 |
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| Procter & Gamble Company (PG) | 0.1 | $2.3M | +4% | 15k | 153.65 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $2.3M | 7.4k | 307.86 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $2.3M | 3.00 | 754200.00 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $2.2M | 16k | 140.95 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $2.2M | 7.5k | 293.74 |
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| Hagerty Cl A Com (HGTY) | 0.1 | $2.0M | NEW | 170k | 12.04 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $1.8M | 5.7k | 326.36 |
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| Corning Incorporated (GLW) | 0.1 | $1.8M | 23k | 82.03 |
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| Oracle Corporation (ORCL) | 0.1 | $1.8M | +3% | 6.5k | 281.23 |
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| Johnson & Johnson (JNJ) | 0.1 | $1.7M | +3% | 9.4k | 185.42 |
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| Ge Vernova (GEV) | 0.1 | $1.7M | +3% | 2.8k | 614.90 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $1.7M | 52k | 31.91 |
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| HNI Corporation (HNI) | 0.1 | $1.6M | 35k | 46.85 |
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| NiSource (NI) | 0.1 | $1.5M | 34k | 43.30 |
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| Ishares Tr Global Reit Etf (REET) | 0.1 | $1.4M | -2% | 55k | 25.56 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.4M | +3% | 5.7k | 243.56 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.4M | +14% | 1.8k | 746.63 |
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| Raymond James Financial (RJF) | 0.1 | $1.3M | 7.7k | 172.60 |
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| Horizon Ban (HBNC) | 0.1 | $1.3M | 83k | 16.01 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $1.3M | +24% | 25k | 54.18 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $1.3M | +343% | 20k | 65.00 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $1.2M | -35% | 2.1k | 596.03 |
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| First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) | 0.1 | $1.2M | 20k | 61.92 |
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| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $1.2M | 13k | 93.64 |
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| Ge Aerospace Com New (GE) | 0.1 | $1.2M | +4% | 4.0k | 300.82 |
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| Abbvie (ABBV) | 0.1 | $1.2M | +6% | 5.1k | 231.56 |
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| Boeing Company (BA) | 0.1 | $1.2M | +2% | 5.5k | 215.83 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.2M | +12% | 3.3k | 355.47 |
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| Home Depot (HD) | 0.1 | $1.1M | +4% | 2.8k | 405.22 |
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| Tesla Motors (TSLA) | 0.1 | $1.1M | +50% | 2.5k | 444.72 |
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| Ball Corporation (BALL) | 0.1 | $1.1M | 22k | 50.42 |
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| Aon Shs Cl A (AON) | 0.1 | $1.1M | 3.0k | 356.58 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $1.0M | 31k | 33.37 |
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| Nextera Energy (NEE) | 0.1 | $1.0M | +2% | 14k | 75.49 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $1.0M | 14k | 71.37 |
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| Chevron Corporation (CVX) | 0.1 | $999k | +53% | 6.4k | 155.28 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $995k | 15k | 68.08 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $994k | +6% | 8.4k | 118.83 |
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| American Electric Power Company (AEP) | 0.1 | $974k | 8.7k | 112.50 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $962k | +10% | 1.7k | 568.93 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $960k | 3.4k | 281.86 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $939k | 36k | 26.34 |
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| Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX) | 0.1 | $937k | 19k | 49.31 |
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| International Business Machines (IBM) | 0.1 | $932k | -5% | 3.3k | 282.15 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $877k | +21% | 5.2k | 167.33 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $872k | 9.5k | 91.42 |
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| Coca-Cola Company (KO) | 0.0 | $850k | +4% | 13k | 66.32 |
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| Wal-Mart Stores (WMT) | 0.0 | $840k | +15% | 8.1k | 103.06 |
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| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.0 | $823k | 19k | 44.48 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $804k | +4% | 7.4k | 108.96 |
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| Visa Com Cl A (V) | 0.0 | $792k | +22% | 2.3k | 341.38 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $778k | 5.5k | 142.41 |
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| Invesco Exchange Traded Fd T Bloomberg Analys (UPGD) | 0.0 | $749k | 10k | 74.89 |
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| Ishares Msci Emrg Chn (EMXC) | 0.0 | $732k | 11k | 67.51 |
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| Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 0.0 | $727k | 35k | 21.07 |
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| Ameren Corporation (AEE) | 0.0 | $706k | 6.8k | 104.38 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $705k | 3.6k | 194.50 |
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| Intuit (INTU) | 0.0 | $699k | +6% | 1.0k | 682.83 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $684k | -5% | 6.0k | 113.89 |
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| Walt Disney Company (DIS) | 0.0 | $678k | +11% | 5.9k | 114.51 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $677k | 29k | 23.28 |
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| American Express Company (AXP) | 0.0 | $668k | +53% | 2.0k | 332.20 |
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| Ishares Tr Core 80/20 Aggre (AOA) | 0.0 | $661k | -3% | 7.5k | 88.14 |
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| Wells Fargo & Company (WFC) | 0.0 | $646k | +14% | 7.7k | 83.82 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $640k | 14k | 44.69 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $638k | +9% | 1.3k | 499.23 |
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| Lowe's Companies (LOW) | 0.0 | $630k | +4% | 2.5k | 251.30 |
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| Servicenow (NOW) | 0.0 | $629k | +3% | 683.00 | 920.28 |
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| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.0 | $624k | 17k | 36.33 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $621k | -12% | 2.9k | 215.79 |
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| Bank of America Corporation (BAC) | 0.0 | $618k | +71% | 12k | 51.59 |
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| Goldman Sachs (GS) | 0.0 | $611k | +68% | 767.00 | 796.35 |
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| Morgan Stanley Com New (MS) | 0.0 | $600k | +153% | 3.8k | 158.96 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $590k | 10k | 58.72 |
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| Southern Copper Corporation (SCCO) | 0.0 | $590k | 4.9k | 121.36 |
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| Alphatec Hldgs Com New (ATEC) | 0.0 | $582k | 40k | 14.54 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $572k | +178% | 1.2k | 490.38 |
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| Simon Property (SPG) | 0.0 | $563k | +2% | 3.0k | 187.69 |
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| Philip Morris International (PM) | 0.0 | $557k | 3.4k | 162.19 |
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| Amgen (AMGN) | 0.0 | $549k | +11% | 1.9k | 282.20 |
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| Ford Motor Company (F) | 0.0 | $547k | 46k | 11.96 |
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| Ishares Tr Core 60/40 Balan (AOR) | 0.0 | $538k | 8.4k | 64.38 |
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| Netflix (NFLX) | 0.0 | $519k | +15% | 433.00 | 1198.92 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $514k | 1.5k | 332.84 |
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| Kkr & Co (KKR) | 0.0 | $509k | 3.9k | 129.95 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $507k | +13% | 2.1k | 246.60 |
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| Masimo Corporation (MASI) | 0.0 | $506k | 3.4k | 147.55 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $504k | 3.4k | 148.61 |
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| Deere & Company (DE) | 0.0 | $473k | +3% | 1.0k | 457.48 |
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| Blackrock (BLK) | 0.0 | $470k | NEW | 403.00 | 1165.87 |
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| Pentair SHS (PNR) | 0.0 | $468k | +2% | 4.2k | 110.76 |
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| salesforce (CRM) | 0.0 | $466k | +18% | 2.0k | 237.02 |
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| Public Service Enterprise (PEG) | 0.0 | $465k | +2% | 5.6k | 83.46 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $463k | 1.4k | 320.04 |
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| Progressive Corporation (PGR) | 0.0 | $460k | +4% | 1.9k | 246.95 |
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| Linde SHS (LIN) | 0.0 | $456k | 959.00 | 475.00 |
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| Kinder Morgan (KMI) | 0.0 | $448k | +2% | 16k | 28.31 |
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| Advanced Micro Devices (AMD) | 0.0 | $442k | +34% | 2.7k | 161.78 |
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| Fifth Third Ban (FITB) | 0.0 | $437k | +5% | 9.8k | 44.55 |
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| Spdr Series Trust Portfolio S&p600 (SPSM) | 0.0 | $434k | 9.4k | 46.32 |
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| Merck & Co (MRK) | 0.0 | $433k | +22% | 5.2k | 83.93 |
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| Honeywell International (HON) | 0.0 | $428k | +21% | 2.0k | 210.53 |
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| Stonex Group (SNEX) | 0.0 | $426k | 4.2k | 100.92 |
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| Us Bancorp Del Com New (USB) | 0.0 | $421k | +6% | 8.7k | 48.33 |
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| Stryker Corporation (SYK) | 0.0 | $420k | +13% | 1.1k | 369.67 |
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| Ishares Tr Esg Optimized (SUSA) | 0.0 | $407k | 3.0k | 135.65 |
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| UnitedHealth (UNH) | 0.0 | $405k | +27% | 1.2k | 345.34 |
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| Pepsi (PEP) | 0.0 | $391k | +21% | 2.8k | 140.46 |
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| Nvent Electric SHS (NVT) | 0.0 | $389k | +2% | 3.9k | 98.64 |
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| Anthem (ELV) | 0.0 | $387k | +5% | 1.2k | 323.12 |
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| Cameco Corporation (CCJ) | 0.0 | $385k | NEW | 4.6k | 83.86 |
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| Paylocity Holding Corporation (PCTY) | 0.0 | $367k | 2.3k | 159.27 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $359k | 1.9k | 189.70 |
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| Winnebago Industries (WGO) | 0.0 | $357k | 11k | 33.44 |
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| Lennar Corp Cl A (LEN) | 0.0 | $354k | 2.8k | 126.04 |
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| Merchants Bancorp Ind (MBIN) | 0.0 | $354k | 11k | 31.80 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $354k | 3.2k | 111.22 |
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| Atmos Energy Corporation (ATO) | 0.0 | $352k | +9% | 2.1k | 170.75 |
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| Automatic Data Processing (ADP) | 0.0 | $347k | +14% | 1.2k | 293.50 |
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| Intel Corporation (INTC) | 0.0 | $345k | NEW | 10k | 33.55 |
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| Danaher Corporation (DHR) | 0.0 | $342k | 1.7k | 198.26 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $342k | +24% | 3.6k | 95.14 |
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| Constellation Energy (CEG) | 0.0 | $338k | +12% | 1.0k | 329.07 |
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| Caterpillar (CAT) | 0.0 | $337k | 707.00 | 477.29 |
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| Schlumberger Com Stk (SLB) | 0.0 | $333k | +6% | 9.7k | 34.37 |
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| Cisco Systems (CSCO) | 0.0 | $322k | +20% | 4.7k | 68.42 |
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| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $320k | 4.4k | 72.11 |
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| Nike CL B (NKE) | 0.0 | $316k | +6% | 4.5k | 69.73 |
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| General Motors Company (GM) | 0.0 | $314k | +2% | 5.2k | 60.97 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $308k | 1.6k | 192.74 |
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| Coinbase Global Com Cl A (COIN) | 0.0 | $303k | NEW | 898.00 | 337.49 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $297k | +9% | 1.1k | 279.33 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $292k | NEW | 629.00 | 463.74 |
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| Verizon Communications (VZ) | 0.0 | $287k | +5% | 6.5k | 43.95 |
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| BP Sponsored Adr (BP) | 0.0 | $285k | 8.3k | 34.46 |
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| Wisdomtree Tr Artificial Intel (WTAI) | 0.0 | $281k | NEW | 9.9k | 28.56 |
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| CSX Corporation (CSX) | 0.0 | $277k | +10% | 7.8k | 35.51 |
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| Dover Corporation (DOV) | 0.0 | $269k | +8% | 1.6k | 166.83 |
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| Global X Fds Lithium Btry Etf (LIT) | 0.0 | $264k | NEW | 4.6k | 56.85 |
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| Owl Rock Capital Corporation (OBDC) | 0.0 | $262k | 21k | 12.77 |
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| Ing Groep Sponsored Adr (ING) | 0.0 | $261k | 10k | 26.08 |
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| EOG Resources (EOG) | 0.0 | $259k | 2.3k | 112.12 |
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| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $257k | 17k | 15.48 |
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| Oneok (OKE) | 0.0 | $256k | +3% | 3.5k | 72.96 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $252k | 2.9k | 86.29 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $249k | NEW | 2.0k | 123.75 |
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| Welltower Inc Com reit (WELL) | 0.0 | $249k | +4% | 1.4k | 178.14 |
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| At&t (T) | 0.0 | $247k | +19% | 8.7k | 28.24 |
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| Strategy Cl A New (MSTR) | 0.0 | $243k | -27% | 753.00 | 322.21 |
|
| Qualcomm (QCOM) | 0.0 | $237k | +12% | 1.4k | 166.36 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $237k | 2.0k | 118.44 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $235k | 1.2k | 195.86 |
|
|
| Roper Industries (ROP) | 0.0 | $235k | +3% | 471.00 | 498.69 |
|
| Fiserv (FI) | 0.0 | $235k | +8% | 1.8k | 128.93 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $234k | NEW | 3.5k | 67.83 |
|
| Enterprise Products Partners (EPD) | 0.0 | $229k | +4% | 7.3k | 31.27 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $226k | 3.0k | 75.10 |
|
|
| Timken Company (TKR) | 0.0 | $226k | 3.0k | 75.18 |
|
|
| First Internet Bancorp (INBK) | 0.0 | $221k | -24% | 9.8k | 22.43 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $220k | NEW | 1.5k | 150.86 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $218k | 4.8k | 45.10 |
|
|
| Cardinal Health (CAH) | 0.0 | $210k | 1.3k | 156.96 |
|
|
| Dominion Resources (D) | 0.0 | $205k | NEW | 3.4k | 61.17 |
|
| Intercontinental Exchange (ICE) | 0.0 | $205k | +2% | 1.2k | 168.48 |
|
| Cigna Corp (CI) | 0.0 | $203k | NEW | 704.00 | 288.37 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $203k | NEW | 6.5k | 31.42 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $185k | NEW | 2.3k | 80.17 |
|
| Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $175k | 1.1k | 162.44 |
|
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $169k | 2.2k | 76.39 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $168k | -6% | 2.5k | 65.92 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $165k | 3.1k | 53.40 |
|
|
| Ark Etf Tr Autnmus Technlgy (ARKQ) | 0.0 | $160k | 1.4k | 111.58 |
|
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $159k | +105% | 1.0k | 155.45 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $159k | -66% | 3.0k | 53.86 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $153k | 1.1k | 141.56 |
|
|
| Energy Vault Holdings (NRGV) | 0.0 | $151k | 51k | 2.97 |
|
|
| Ark Etf Tr Fintech Innova (ARKF) | 0.0 | $144k | 2.5k | 56.80 |
|
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $142k | +6% | 3.1k | 46.12 |
|
| Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.0 | $115k | 657.00 | 174.61 |
|
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $113k | 1.6k | 69.37 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $112k | 537.00 | 208.71 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $102k | 835.00 | 122.45 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $91k | -28% | 907.00 | 100.25 |
|
| Vanguard World Mega Cap Index (MGC) | 0.0 | $88k | 360.00 | 244.09 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $70k | -38% | 238.00 | 293.79 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $58k | 2.1k | 27.30 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $58k | 600.00 | 95.89 |
|
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $54k | -65% | 1.1k | 46.81 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $53k | 409.00 | 129.72 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $50k | 360.00 | 139.17 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $46k | 323.00 | 142.10 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $46k | 1.8k | 25.71 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $34k | -95% | 388.00 | 87.31 |
|
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $31k | 1.1k | 27.77 |
|
|
| Vaneck Etf Trust Agribusiness Etf (MOO) | 0.0 | $31k | 415.00 | 73.45 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $28k | 106.00 | 259.60 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $26k | 615.00 | 42.79 |
|
|
| Ishares Tr Global Energ Etf (IXC) | 0.0 | $26k | 617.00 | 41.75 |
|
|
| Adagio Therapeutics (IVVD) | 0.0 | $25k | 23k | 1.10 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $22k | 700.00 | 31.62 |
|
|
| Lineage Cell Therapeutics In (LCTX) | 0.0 | $21k | 13k | 1.69 |
|
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $21k | NEW | 500.00 | 42.13 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $20k | 470.00 | 42.96 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $19k | 78.00 | 239.64 |
|
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $19k | 286.00 | 65.01 |
|
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.0 | $17k | NEW | 337.00 | 51.23 |
|
| Fingermotion (FNGR) | 0.0 | $16k | 10k | 1.58 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $16k | 152.00 | 103.36 |
|
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $14k | 65.00 | 214.29 |
|
|
| Vanguard World Energy Etf (VDE) | 0.0 | $13k | 100.00 | 125.86 |
|
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.0 | $12k | NEW | 271.00 | 44.19 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $10k | NEW | 112.00 | 89.57 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.0 | $8.5k | 68.00 | 125.04 |
|
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $7.7k | 79.00 | 97.08 |
|
|
| Global X Fds Global X Uranium (URA) | 0.0 | $7.6k | NEW | 160.00 | 47.67 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $6.6k | 40.00 | 164.55 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $6.1k | -62% | 35.00 | 174.57 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $6.0k | NEW | 73.00 | 82.58 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $5.5k | 55.00 | 99.95 |
|
|
| Global X Fds Autonmous Ev Etf (DRIV) | 0.0 | $4.5k | NEW | 159.00 | 28.28 |
|
| Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) | 0.0 | $3.7k | 256.00 | 14.64 |
|
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.0 | $3.2k | 106.00 | 29.73 |
|
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.0 | $1.4k | NEW | 28.00 | 48.86 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.0 | $95.000100 | NEW | 3.00 | 31.67 |
|
Past Filings by Oxford Financial Group
SEC 13F filings are viewable for Oxford Financial Group going back to 2016
- Oxford Financial Group 2025 Q3 filed Nov. 13, 2025
- Oxford Financial Group 2025 Q2 filed Aug. 14, 2025
- Oxford Financial Group 2025 Q1 filed May 15, 2025
- Oxford Financial Group 2024 Q4 filed Feb. 11, 2025
- Oxford Financial Group 2024 Q3 filed Nov. 12, 2024
- Oxford Financial Group 2024 Q1 filed May 13, 2024
- Oxford Financial Group 2023 Q4 filed Feb. 14, 2024
- Oxford Financial Group 2023 Q3 filed Nov. 13, 2023
- Oxford Financial Group 2023 Q2 filed Aug. 10, 2023
- Oxford Financial Group 2023 Q1 filed May 12, 2023
- Oxford Financial Group 2022 Q4 filed Feb. 14, 2023
- Oxford Financial Group 2022 Q3 filed Nov. 2, 2022
- Oxford Financial Group 2022 Q2 filed Aug. 11, 2022
- Oxford Financial Group 2022 Q1 filed May 13, 2022
- Oxford Financial Group 2021 Q4 filed Feb. 10, 2022
- Oxford Financial Group 2021 Q3 filed Nov. 12, 2021