Oxford Financial
Latest statistics and disclosures from Oxford Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, INFL, ISRG, GNR, LLY, and represent 47.38% of Oxford Financial Group's stock portfolio.
- Added to shares of these 10 stocks: FPAG (+$93M), CPRT (+$5.1M), GOOGL, AVLV, AAPL, AMZN, AMAT, IDEV, JPM, MA.
- Started 37 new stock positions in VRTX, PAVE, SHEL, ASML, MDT, VRT, PANW, GD, IDEV, ADI.
- Reduced shares in these 10 stocks: DSTL (-$12M), AVUV (-$12M), VTI (-$6.9M), LLY (-$6.0M), FNDX (-$5.5M), VTV, IVE, IVV, IWR, INFL.
- Sold out of its positions in MO, AMAL, ELV, ANET, BN, CRWD, DFAE, DFIV, PHO, IGSB. HDV, IQLT, IUSB, LEN, MU, NFLX, PAYX, PAYC, QCOM, SPTM, DIA, SPHY, SCHD, VOT.
- Oxford Financial Group was a net buyer of stock by $70M.
- Oxford Financial Group has $1.9B in assets under management (AUM), dropping by 2.06%.
- Central Index Key (CIK): 0001245862
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Portfolio Holdings for Oxford Financial Group
Oxford Financial Group holds 302 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 13.4 | $248M | -2% | 774k | 320.81 |
|
| Listed Fds Tr Horizon Kinetics (INFL) | 11.1 | $206M | 3.9M | 52.06 |
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| Intuitive Surgical Com New (ISRG) | 9.0 | $168M | 364k | 460.99 |
|
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| Spdr Index Shs Fds State Street Spd (GNR) | 7.5 | $139M | 1.9M | 74.67 |
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| Eli Lilly & Co. (LLY) | 6.4 | $119M | -4% | 130k | 919.77 |
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| Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG) | 5.0 | $93M | NEW | 2.5M | 36.28 |
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| Ishares Tr National Mun Etf (MUB) | 4.7 | $88M | 830k | 106.15 |
|
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| Etf Ser Solutions Distillate Us (DSTL) | 4.3 | $80M | -13% | 1.4M | 57.88 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 3.3 | $62M | -15% | 563k | 110.47 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.1 | $58M | -2% | 90k | 653.21 |
|
| Vanguard Index Fds Value Etf (VTV) | 2.7 | $50M | -5% | 252k | 196.20 |
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| Apple (AAPL) | 2.3 | $42M | +4% | 166k | 253.79 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.8 | $34M | 52k | 650.34 |
|
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| Ishares Tr Msci Acwi Etf (ACWI) | 1.5 | $28M | 199k | 138.37 |
|
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| McDonald's Corporation (MCD) | 1.4 | $25M | 81k | 310.79 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 1.2 | $21M | -20% | 769k | 27.85 |
|
| NVIDIA Corporation (NVDA) | 1.1 | $20M | 115k | 174.40 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.9 | $16M | +4% | 165k | 97.13 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.9 | $16M | -5% | 66k | 239.99 |
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| Microsoft Corporation (MSFT) | 0.8 | $14M | +4% | 39k | 370.17 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $13M | +10% | 45k | 294.16 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.7 | $13M | -2% | 94k | 138.32 |
|
| J P Morgan Exchange Traded F Inflation Manage (JCPI) | 0.7 | $13M | -4% | 258k | 48.38 |
|
| Stock Yards Ban (SYBT) | 0.5 | $9.7M | 146k | 66.29 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.5 | $9.5M | -9% | 27k | 356.56 |
|
| Copart (CPRT) | 0.5 | $9.3M | +124% | 279k | 33.20 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $8.7M | -3% | 41k | 213.67 |
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| Kimball Electronics (KE) | 0.4 | $8.1M | 343k | 23.69 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $7.5M | 13k | 597.57 |
|
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| Ishares Esg Awr Msci Em (ESGE) | 0.4 | $7.2M | -3% | 157k | 45.47 |
|
| Amazon (AMZN) | 0.3 | $5.7M | +30% | 27k | 208.27 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $5.6M | +97% | 19k | 287.56 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.3 | $5.1M | 27k | 189.59 |
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|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $4.8M | -3% | 9.9k | 479.22 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $4.7M | -5% | 41k | 113.11 |
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| Ishares Tr Rus Top 200 Etf (IWL) | 0.3 | $4.7M | 29k | 160.48 |
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| Eaton Corp SHS (ETN) | 0.2 | $4.5M | +4% | 13k | 357.67 |
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| Domino's Pizza (DPZ) | 0.2 | $4.4M | 12k | 358.79 |
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| Spdr Index Shs Fds State Street Spd (GII) | 0.2 | $4.1M | -2% | 54k | 76.02 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $3.9M | 9.1k | 426.40 |
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| Costco Wholesale Corporation (COST) | 0.2 | $3.8M | -3% | 3.8k | 996.43 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $3.8M | -8% | 19k | 205.80 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $3.7M | 6.4k | 577.14 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $3.6M | 25k | 142.43 |
|
|
| Corning Incorporated (GLW) | 0.2 | $3.3M | +8% | 24k | 135.97 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $3.2M | -6% | 19k | 169.66 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $3.1M | 49k | 64.08 |
|
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $2.8M | -8% | 11k | 261.93 |
|
| Broadcom (AVGO) | 0.1 | $2.7M | +15% | 8.8k | 309.49 |
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| Procter & Gamble Company (PG) | 0.1 | $2.7M | +27% | 19k | 144.44 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $2.6M | -3% | 38k | 67.53 |
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| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.1 | $2.4M | NEW | 30k | 80.61 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $2.4M | 16k | 148.10 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $2.3M | 6.3k | 370.67 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $2.3M | 5.4k | 436.79 |
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| Johnson & Johnson (JNJ) | 0.1 | $2.3M | 9.2k | 244.44 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $2.2M | -2% | 7.7k | 286.88 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $2.2M | 7.4k | 298.85 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $2.2M | 3.00 | 718140.00 |
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| HNI Corporation (HNI) | 0.1 | $2.1M | +80% | 63k | 33.39 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $2.1M | -13% | 8.4k | 248.00 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $2.0M | +146% | 4.1k | 499.71 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.9M | 6.5k | 287.18 |
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| Meta Platforms Cl A (META) | 0.1 | $1.8M | +30% | 3.2k | 572.17 |
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| Hagerty Cl A Com (HGTY) | 0.1 | $1.8M | 170k | 10.53 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $1.6M | -56% | 7.5k | 211.15 |
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| NiSource (NI) | 0.1 | $1.6M | 34k | 46.66 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $1.5M | 53k | 29.13 |
|
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| Wal-Mart Stores (WMT) | 0.1 | $1.5M | +53% | 12k | 124.28 |
|
| Nextera Energy (NEE) | 0.1 | $1.5M | +17% | 16k | 92.88 |
|
| Chevron Corporation (CVX) | 0.1 | $1.5M | +52% | 7.2k | 206.90 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $1.4M | +2% | 37k | 38.42 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.4M | 3.3k | 430.29 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $1.4M | 16k | 90.53 |
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| Horizon Ban (HBNC) | 0.1 | $1.4M | 83k | 16.57 |
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| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.1 | $1.3M | 19k | 71.61 |
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| Tesla Motors (TSLA) | 0.1 | $1.3M | +74% | 3.5k | 371.75 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.3M | -54% | 13k | 97.23 |
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| Applied Materials (AMAT) | 0.1 | $1.3M | NEW | 3.7k | 341.79 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $1.3M | 2.1k | 616.76 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $1.3M | NEW | 15k | 83.57 |
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| Ge Aerospace Com New (GE) | 0.1 | $1.2M | +8% | 4.4k | 283.77 |
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| Oracle Corporation (ORCL) | 0.1 | $1.2M | +29% | 8.4k | 147.10 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $1.2M | 49k | 24.75 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.2M | 1.7k | 697.72 |
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|
| First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) | 0.1 | $1.2M | 20k | 60.44 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $1.2M | 22k | 54.05 |
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| Boeing Company (BA) | 0.1 | $1.2M | -2% | 6.0k | 199.03 |
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| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $1.2M | 13k | 92.76 |
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| International Business Machines (IBM) | 0.1 | $1.2M | +35% | 4.9k | 242.38 |
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| Coca-Cola Company (KO) | 0.1 | $1.2M | +16% | 15k | 76.05 |
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| Ishares Tr Global Reit Etf (REET) | 0.1 | $1.2M | 46k | 25.15 |
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| American Electric Power Company (AEP) | 0.1 | $1.1M | 8.7k | 131.08 |
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| Deere & Company (DE) | 0.1 | $1.1M | +97% | 2.0k | 563.23 |
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| Danaher Corporation (DHR) | 0.1 | $1.1M | +224% | 5.6k | 189.60 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $1.0M | 14k | 75.10 |
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| Raymond James Financial (RJF) | 0.1 | $1.0M | 7.2k | 144.79 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $1.0M | 31k | 32.95 |
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| Abbvie (ABBV) | 0.1 | $1.0M | -9% | 4.7k | 217.49 |
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| Ge Vernova (GEV) | 0.1 | $1.0M | +4% | 1.2k | 872.90 |
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| Lowe's Companies (LOW) | 0.1 | $994k | +66% | 4.2k | 236.27 |
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| Spdr Index Shs Fds State Street Spd (EFAX) | 0.1 | $973k | 20k | 49.77 |
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| Aon Shs Cl A (AON) | 0.1 | $959k | 3.0k | 322.78 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $953k | -7% | 14k | 70.18 |
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| Home Depot (HD) | 0.1 | $940k | +5% | 2.9k | 328.94 |
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| Analog Devices (ADI) | 0.0 | $916k | NEW | 2.9k | 318.14 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $903k | 6.8k | 132.90 |
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| Bank of America Corporation (BAC) | 0.0 | $894k | +87% | 18k | 48.75 |
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| Nextpower Class A Com (NXT) | 0.0 | $884k | NEW | 7.3k | 120.55 |
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| Ishares Msci Emrg Chn (EMXC) | 0.0 | $853k | 11k | 78.66 |
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| Southern Copper Corporation (SCCO) | 0.0 | $851k | 4.9k | 172.06 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $844k | 7.1k | 118.63 |
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| Morgan Stanley Com New (MS) | 0.0 | $841k | +143% | 5.1k | 164.57 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $832k | -4% | 4.3k | 192.90 |
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| Waste Management (WM) | 0.0 | $797k | NEW | 3.5k | 229.79 |
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| Stryker Corporation (SYK) | 0.0 | $773k | +120% | 2.4k | 328.59 |
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| Amphenol Corp Cl A (APH) | 0.0 | $764k | NEW | 6.1k | 126.35 |
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| Ishares Tr Core 80/20 Aggre (AOA) | 0.0 | $746k | +4% | 8.4k | 88.49 |
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| Ameren Corporation (AEE) | 0.0 | $744k | 6.8k | 109.92 |
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| TJX Companies (TJX) | 0.0 | $743k | NEW | 4.7k | 159.70 |
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| Rockwell Automation (ROK) | 0.0 | $742k | NEW | 2.1k | 358.88 |
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| Cloudflare Cl A Com (NET) | 0.0 | $741k | NEW | 3.6k | 206.34 |
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| Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 0.0 | $739k | 35k | 21.42 |
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| Invesco Exchange Traded Fd T Bloomberg Analys (UPGD) | 0.0 | $729k | 10k | 72.87 |
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| Ball Corporation (BALL) | 0.0 | $722k | 12k | 59.11 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $717k | -5% | 1.2k | 604.43 |
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| Ul Solutions Class A Com Shs (ULS) | 0.0 | $714k | NEW | 8.3k | 85.71 |
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| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.0 | $701k | 17k | 40.81 |
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| Intercontinental Exchange (ICE) | 0.0 | $698k | NEW | 4.4k | 157.28 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $698k | NEW | 528.00 | 1321.00 |
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| Palo Alto Networks (PANW) | 0.0 | $695k | NEW | 4.3k | 160.31 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $693k | 3.2k | 215.06 |
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| Blackrock (BLK) | 0.0 | $676k | +80% | 703.00 | 961.71 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $673k | -17% | 5.4k | 124.31 |
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| Metropcs Communications (TMUS) | 0.0 | $669k | NEW | 3.2k | 210.03 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $661k | 5.9k | 111.38 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $642k | -32% | 7.2k | 88.70 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $633k | 3.3k | 191.81 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $620k | 10k | 61.64 |
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| Amgen (AMGN) | 0.0 | $619k | -3% | 1.8k | 351.85 |
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| Masimo Corporation (MASI) | 0.0 | $610k | 3.4k | 177.87 |
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| Walt Disney Company (DIS) | 0.0 | $603k | +3% | 6.3k | 96.38 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $601k | 23k | 25.64 |
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| Linde SHS (LIN) | 0.0 | $598k | +27% | 1.2k | 495.76 |
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| Wells Fargo & Company (WFC) | 0.0 | $594k | +11% | 7.5k | 79.61 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $594k | -10% | 12k | 49.37 |
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| Visa Com Cl A (V) | 0.0 | $592k | -16% | 2.0k | 302.20 |
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| American Express Company (AXP) | 0.0 | $588k | -8% | 1.9k | 302.53 |
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| salesforce (CRM) | 0.0 | $586k | +117% | 3.1k | 186.68 |
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| Simon Property (SPG) | 0.0 | $563k | 3.0k | 186.51 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $562k | 1.8k | 318.07 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $559k | NEW | 2.2k | 250.58 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $544k | -2% | 4.7k | 114.99 |
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| Carrier Global Corporation (CARR) | 0.0 | $539k | NEW | 9.6k | 56.31 |
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| Caterpillar (CAT) | 0.0 | $538k | +2% | 760.00 | 708.11 |
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| Philip Morris International (PM) | 0.0 | $534k | -42% | 3.2k | 165.33 |
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| Vanguard World Industrial Etf (VIS) | 0.0 | $534k | 1.7k | 312.22 |
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| Fifth Third Ban (FITB) | 0.0 | $527k | +18% | 11k | 46.46 |
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| Quanta Services (PWR) | 0.0 | $520k | NEW | 947.00 | 549.02 |
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| Kinder Morgan (KMI) | 0.0 | $517k | -4% | 15k | 33.53 |
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| Goldman Sachs (GS) | 0.0 | $517k | -4% | 611.00 | 845.99 |
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| Merck & Co (MRK) | 0.0 | $501k | -16% | 4.2k | 120.29 |
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| Flushing Financial Corporation (FFIC) | 0.0 | $499k | 33k | 15.36 |
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| Abbott Laboratories (ABT) | 0.0 | $495k | NEW | 4.8k | 102.67 |
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| SLB Com Stk (SLB) | 0.0 | $488k | -2% | 9.5k | 51.39 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $487k | 10k | 48.46 |
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| General Dynamics Corporation (GD) | 0.0 | $481k | NEW | 1.4k | 343.22 |
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| Merchants Bancorp Ind (MBIN) | 0.0 | $478k | 11k | 42.91 |
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| Progressive Corporation (PGR) | 0.0 | $477k | +27% | 2.4k | 198.24 |
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| Xylem (XYL) | 0.0 | $467k | NEW | 3.9k | 119.50 |
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| Shell Spon Ads (SHEL) | 0.0 | $465k | NEW | 5.0k | 93.00 |
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| Nvent Elec SHS (NVT) | 0.0 | $456k | 3.9k | 118.28 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $454k | NEW | 924.00 | 491.53 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $454k | 1.4k | 313.81 |
|
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| Spdr Series Trust State Street Spd (SPSM) | 0.0 | $453k | 9.4k | 48.32 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $448k | 4.1k | 108.98 |
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| Public Service Enterprise (PEG) | 0.0 | $438k | 5.4k | 80.95 |
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| Us Bancorp Com New (USB) | 0.0 | $428k | -6% | 8.2k | 52.01 |
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| Intuit (INTU) | 0.0 | $419k | -4% | 970.00 | 432.24 |
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| Advanced Micro Devices (AMD) | 0.0 | $415k | -18% | 2.0k | 203.42 |
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| Stonex Group (SNEX) | 0.0 | $405k | +48% | 5.0k | 80.65 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $402k | NEW | 900.00 | 446.54 |
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| Ishares Tr Esg Optimized (SUSA) | 0.0 | $396k | 3.0k | 132.10 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $394k | -3% | 3.3k | 118.62 |
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| Veralto Corp Com Shs (VLTO) | 0.0 | $388k | NEW | 4.4k | 88.42 |
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| Medtronic SHS (MDT) | 0.0 | $387k | NEW | 4.5k | 86.65 |
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| Honeywell International (HON) | 0.0 | $383k | -16% | 1.7k | 226.00 |
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| BP Sponsored Adr (BP) | 0.0 | $381k | 8.1k | 47.00 |
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| Uber Technologies (UBER) | 0.0 | $378k | NEW | 5.3k | 71.93 |
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| General Motors Company (GM) | 0.0 | $376k | -14% | 5.0k | 74.50 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $374k | +134% | 10k | 36.75 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $371k | -4% | 1.9k | 198.29 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $370k | +42% | 2.8k | 130.94 |
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| Booking Holdings (BKNG) | 0.0 | $366k | NEW | 87.00 | 4210.32 |
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| Intel Corporation (INTC) | 0.0 | $364k | -12% | 8.3k | 44.13 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $363k | 1.9k | 191.92 |
|
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| Pentair SHS (PNR) | 0.0 | $361k | 4.1k | 87.11 |
|
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| Pepsi (PEP) | 0.0 | $353k | -14% | 2.3k | 155.28 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $351k | -3% | 1.0k | 338.03 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $351k | 3.2k | 110.36 |
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| Atmos Energy Corporation (ATO) | 0.0 | $348k | -9% | 1.9k | 184.72 |
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| Global X Fds Lithium Btry Etf (LIT) | 0.0 | $345k | 4.6k | 74.35 |
|
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| Vanguard World Health Car Etf (VHT) | 0.0 | $343k | 1.3k | 272.33 |
|
|
| EOG Resources (EOG) | 0.0 | $334k | 2.3k | 144.57 |
|
|
| Winnebago Industries (WGO) | 0.0 | $331k | 11k | 30.99 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $328k | +2% | 1.3k | 244.18 |
|
| Alphatec Hldgs Com New (ATEC) | 0.0 | $326k | 30k | 10.88 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $315k | -5% | 3.4k | 92.74 |
|
| Dover Corporation (DOV) | 0.0 | $310k | -8% | 1.5k | 208.45 |
|
| Kkr & Co (KKR) | 0.0 | $308k | 3.3k | 92.50 |
|
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $304k | 17k | 18.29 |
|
|
| Cisco Systems (CSCO) | 0.0 | $301k | -15% | 3.9k | 77.59 |
|
| Oneok (OKE) | 0.0 | $301k | -2% | 3.3k | 90.39 |
|
| Astrazeneca Ord (AZN) | 0.0 | $300k | NEW | 1.5k | 197.22 |
|
| Vanguard World Energy Etf (VDE) | 0.0 | $294k | 1.7k | 173.04 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $292k | 4.8k | 60.65 |
|
|
| CSX Corporation (CSX) | 0.0 | $290k | -8% | 7.1k | 41.05 |
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.0 | $288k | 2.6k | 110.86 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $287k | +2% | 7.6k | 37.84 |
|
| Cardinal Health (CAH) | 0.0 | $284k | 1.3k | 211.31 |
|
|
| Wisdomtree Tr Artificial Intel (WTAI) | 0.0 | $278k | 9.9k | 28.23 |
|
|
| Constellation Energy (CEG) | 0.0 | $268k | 961.00 | 279.25 |
|
|
| Welltower Inc Com reit (WELL) | 0.0 | $267k | -5% | 1.4k | 197.71 |
|
| Timken Company (TKR) | 0.0 | $264k | 2.6k | 100.57 |
|
|
| Ing Groep Sponsored Adr (ING) | 0.0 | $263k | 10k | 26.05 |
|
|
| Servicenow (NOW) | 0.0 | $260k | -18% | 2.5k | 104.55 |
|
| Rocket Cos Com Cl A (RKT) | 0.0 | $257k | NEW | 18k | 14.25 |
|
| UnitedHealth (UNH) | 0.0 | $255k | -8% | 942.00 | 270.46 |
|
| Sofi Technologies (SOFI) | 0.0 | $254k | NEW | 16k | 15.88 |
|
| Paylocity Holding Corporation (PCTY) | 0.0 | $249k | -65% | 2.3k | 108.04 |
|
| Aptar (ATR) | 0.0 | $239k | NEW | 1.9k | 126.02 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $235k | -8% | 3.2k | 74.35 |
|
| Ford Motor Company (F) | 0.0 | $233k | 20k | 11.54 |
|
|
| FedEx Corporation (FDX) | 0.0 | $230k | NEW | 645.00 | 356.33 |
|
| Automatic Data Processing (ADP) | 0.0 | $227k | -59% | 1.1k | 203.18 |
|
| Owl Rock Capital Corporation (OBDC) | 0.0 | $227k | 21k | 11.06 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $222k | 2.0k | 112.27 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $218k | -16% | 2.5k | 88.16 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $218k | 1.2k | 181.42 |
|
|
| At&t (T) | 0.0 | $213k | -17% | 7.3k | 28.99 |
|
| Dominion Resources (D) | 0.0 | $208k | -7% | 3.4k | 61.82 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $205k | -3% | 2.9k | 71.18 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $203k | 2.2k | 91.78 |
|
|
| First Internet Bancorp (INBK) | 0.0 | $200k | 9.8k | 20.38 |
|
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $196k | 1.2k | 165.70 |
|
|
| Ark Etf Tr Autnmus Technlgy (ARKQ) | 0.0 | $191k | 1.7k | 112.47 |
|
|
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $190k | 1.3k | 145.94 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $182k | 555.00 | 328.66 |
|
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $172k | -23% | 1.2k | 146.61 |
|
| Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $172k | 1.1k | 158.51 |
|
|
| Select Sector Spdr Tr State Street Con (XLP) | 0.0 | $162k | -40% | 2.0k | 81.98 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $156k | 1.1k | 144.75 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $137k | -31% | 2.4k | 56.79 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $130k | -81% | 1.0k | 128.12 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $128k | 2.8k | 45.89 |
|
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $125k | 775.00 | 161.73 |
|
|
| Select Sector Spdr Tr State Street Mat (XLB) | 0.0 | $122k | 2.4k | 49.97 |
|
|
| Qt Imaging Hldgs | 0.0 | $121k | NEW | 21k | 5.87 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $118k | -46% | 1.7k | 67.58 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $117k | 1.6k | 71.73 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $117k | 537.00 | 217.25 |
|
|
| Vanguard World Financials Etf (VFH) | 0.0 | $115k | 950.00 | 120.81 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $110k | -87% | 1.1k | 99.27 |
|
| Ishares Tr Core 60/40 Balan (AOR) | 0.0 | $108k | -80% | 1.7k | 64.35 |
|
| Ark Etf Tr Blockchain & Fin (ARKF) | 0.0 | $96k | 2.5k | 38.01 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $91k | 684.00 | 132.50 |
|
|
| Vanguard World Mega Cap Index (MGC) | 0.0 | $85k | 360.00 | 236.35 |
|
|
| Invesco Mortgage Capital (IVR) | 0.0 | $81k | 10k | 8.08 |
|
|
| Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.0 | $79k | 657.00 | 120.61 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $60k | 600.00 | 100.62 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $46k | 305.00 | 151.41 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $45k | 1.8k | 25.10 |
|
|
| Ishares Tr Global Energ Etf (IXC) | 0.0 | $36k | 617.00 | 57.61 |
|
|
| Vaneck Etf Trust Agribusiness Etf (MOO) | 0.0 | $35k | 415.00 | 84.50 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $30k | +31% | 620.00 | 48.93 |
|
| Adagio Therapeutics (IVVD) | 0.0 | $30k | 23k | 1.30 |
|
|
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $29k | 1.1k | 26.42 |
|
|
| Spdr Index Shs Fds State Street Spd (SPDW) | 0.0 | $28k | 606.00 | 45.65 |
|
|
| Select Sector Spdr Tr State Street Rea (XLRE) | 0.0 | $20k | 500.00 | 40.83 |
|
|
| Lineage Cell Therapeutics In (LCTX) | 0.0 | $20k | 13k | 1.58 |
|
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $20k | 286.00 | 68.47 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $18k | 251.00 | 69.75 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $16k | 152.00 | 103.43 |
|
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $15k | 66.00 | 224.26 |
|
|
| Spdr Series Trust State Street Spd (VLU) | 0.0 | $12k | 57.00 | 215.25 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $12k | 400.00 | 30.32 |
|
|
| Fingermotion (FNGR) | 0.0 | $10k | 10k | 0.99 |
|
|
| Ishares Tr Msci Usa Value (VLUE) | 0.0 | $9.7k | 68.00 | 142.19 |
|
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $7.5k | 79.00 | 94.56 |
|
|
| Spdr Series Trust State Street Spd (XES) | 0.0 | $7.0k | NEW | 60.00 | 116.33 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $6.4k | 35.00 | 184.29 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $6.3k | 73.00 | 86.64 |
|
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $6.2k | 40.00 | 155.10 |
|
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $5.6k | 55.00 | 102.25 |
|
|
| Global X Fds Autonmous Ev Etf (DRIV) | 0.0 | $4.9k | 160.00 | 30.47 |
|
|
| Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) | 0.0 | $3.6k | 264.00 | 13.77 |
|
|
| Spdr Series Trust State Street Spd (SPYM) | 0.0 | $3.4k | 45.00 | 76.53 |
|
|
| Spdr Series Trust State Street Spd (XBI) | 0.0 | $3.2k | 25.00 | 127.72 |
|
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.0 | $3.0k | 106.00 | 28.72 |
|
|
| Spdr Series Trust State Street Spd (SPAB) | 0.0 | $2.2k | -27% | 84.00 | 25.62 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $1.8k | NEW | 35.00 | 50.80 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.0 | $1.4k | 28.00 | 48.46 |
|
Past Filings by Oxford Financial Group
SEC 13F filings are viewable for Oxford Financial Group going back to 2016
- Oxford Financial Group 2026 Q1 filed May 6, 2026
- Oxford Financial Group 2025 Q4 filed Feb. 13, 2026
- 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