Oxford Financial Group LTD Purchases in Q4 2024

Oxford Financial Group LTD

  • $1.54 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
INFL
Listed Fds Tr Horizon Kinetics

ETFs
1.62M
+ 70.35%
$37.46 - $43.08 $60.8M - $69.9M
3.93M $150M
VTI
Vanguard Total Stock Market Et

ETFs
24.9K
+ 3.55%
$280.04 - $302.45 $6.98M - $7.54M
728K $211M
NVDA
Nvidia Corp

Technology
15.3K
+ 11.25%
$117.0 - $148.88 $1.79M - $2.27M
151K $20.3M
IWL
Ishares Tr Russell 200 ETF

ETFs
24.9K
+ 436.28%
$138.92 - $149.97 $3.45M - $3.73M
30.6K $4.42M
VEA
Vanguard Ftse Developed Market

ETFs
47.9K
+ 168.74%
$47.57 - $52.44 $2.28M - $2.51M
76.2K $3.65M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.81K
+ 3.75%
$567.81 - $607.81 $1.03M - $1.1M
50.1K $29.4M
DOCU
Docusign, Inc.

Technology
18.2K
New
$61.42 - $106.99 $1.12M - $1.95M
18.2K $1.64M
VRT
Vertiv Holdings CO

Industrials
14.9K
New
N/A
14.9K $1.29M
JPM
Jpmorgan Chase & CO

Financial Services
27
+ 0.06%
$205.18 - $250.29 $5.54K - $6.76K
43.5K $10.4M
IWR
Ishares Russell Mid Cap ETF

ETFs
14K
+ 61.66%
$87.25 - $95.52 $1.23M - $1.34M
36.8K $3.25M
EME
Emcor Group, Inc.

Industrials
2.41K
New
$427.96 - $526.95 $1.03M - $1.27M
2.41K $1.09M
IVW
Ishares S&P 500 Growth ETF

ETFs
7K
+ 22.37%
$94.43 - $105.47 $661K - $738K
38.3K $3.88M
IEFA
Ishares Tr

ETFs
12K
+ 545.57%
$70.06 - $77.43 $841K - $929K
14.2K $997K
ITOT
Ishares Core S&P Total U.S. St

ETFs
5.66K
+ 26.07%
$124.26 - $134.12 $703K - $759K
27.4K $3.52M
SYF
Synchrony Financial

Financial Services
12K
New
$49.01 - $68.55 $588K - $822K
12K $779K
CPRT
Copart Inc

Consumer Cyclical
52
+ 0.04%
$51.36 - $63.8 $2.67K - $3.32K
124K $7.14M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9.54K
+ 33.29%
$61.68 - $67.87 $588K - $647K
38.2K $2.38M
GPS
Gap Inc

Consumer Cyclical
29.4K
New
N/A
29.4K $593K
IWM
Ishares Russell 2000 ETF

ETFs
2.6K
+ 30.48%
$216.13 - $242.4 $562K - $631K
11.1K $2.46M
DECK
Deckers Outdoor Corp

Consumer Cyclical
2.82K
New
$152.04 - $211.12 $429K - $595K
2.82K $572K
THC
Tenet Healthcare Corp

Healthcare
4.29K
New
$125.42 - $168.52 $539K - $724K
4.29K $542K
VST
Vistra Corp.

Utilities
3.73K
New
$115.74 - $166.61 $431K - $621K
3.73K $513K
GDDY
Go Daddy Inc.

Technology
2.5K
New
$153.16 - $209.03 $383K - $523K
2.5K $493K
GLD
Spdr Gold Trust

ETFs
1.8K
+ 198.46%
$236.59 - $257.5 $426K - $464K
2.71K $655K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
8.16K
New
$50.62 - $50.97 $413K - $416K
8.16K $413K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
4.44K
+ 6824.62%
$91.94 - $100.02 $408K - $444K
4.5K $416K
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
9.28K
New
$24.08 - $48.71 $223K - $452K
9.28K $384K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
6.46K
New
$56.7 - $62.15 $366K - $401K
6.46K $376K
GS
Goldman Sachs Group Inc

Financial Services
645
New
$486.1 - $608.57 $314K - $393K
645 $369K
TOST
Toast, Inc.

Technology
9.99K
New
$27.43 - $43.54 $274K - $435K
9.99K $364K
COST
Costco Wholesale Corp

Consumer Defensive
204
+ 5.05%
$873.59 - $994.69 $178K - $203K
4.24K $3.89M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.74K
+ 48.01%
$176.42 - $186.91 $307K - $325K
5.36K $954K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2.17K
+ 5412.5%
$129.96 - $144.97 $281K - $314K
2.21K $307K
ACWI
Ishares Msci Acwi ETF

ETFs
6.47K
+ 2.8%
$117.05 - $123.03 $757K - $795K
237K $27.8M
WK
Workiva Inc

Technology
2.3K
New
$76.11 - $114.78 $175K - $264K
2.3K $251K
EAT
Brinker International, Inc

Consumer Cyclical
1.89K
New
$78.76 - $137.19 $149K - $259K
1.89K $249K
VXF
Vanguard Extended Market ETF

ETFs
105
+ 0.38%
$179.17 - $207.15 $18.8K - $21.8K
27.6K $5.24M
ARCC
Ares Capital Corp

Financial Services
10.5K
New
$20.74 - $22.27 $218K - $234K
10.5K $229K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.6K
New
$63.27 - $70.31 $228K - $253K
3.6K $228K
VBND
ETF Ser Solutions Vident Core

ETFs
5.21K
New
$42.77 - $45.03 $223K - $235K
5.21K $223K
QQQ
Invesco Qqq Trust, Series 1

ETFs
125
+ 2.26%
$481.22 - $538.17 $60.2K - $67.3K
5.65K $2.89M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
2.97K
New
$60.27 - $66.27 $179K - $197K
2.97K $181K
HDV
Ishares Core High Dividend ETF

ETFs
1.54K
New
$110.82 - $121.28 $170K - $186K
1.54K $172K
VGIT
Vanguard Intermediate Term Tre

ETFs
2.97K
New
$57.78 - $60.4 $171K - $179K
2.97K $171K
RYAM
Rayonier Advanced Materials Inc.

Basic Materials
19K
New
$7.25 - $10.0 $138K - $190K
19K $156K
IEF
Ishares Barclays

ETFs
1.62K
New
$92.08 - $98.18 $149K - $159K
1.62K $149K
META
Meta Platforms, Inc.

Communication Services
105
+ 2.25%
$554.08 - $632.68 $58.2K - $66.4K
4.76K $2.81M
KMI
Kinder Morgan, Inc.

Energy
196
+ 0.99%
$22.59 - $28.54 $4.43K - $5.59K
19.9K $546K
SCHG
Schwab Strategic Tr Us Large C

ETFs
38.8K
+ 304.32%
$25.93 - $105.3 $1.01M - $4.09M
51.6K $1.44M
Activity Summary
Buys All Purchases 103 New Holdings 34 Increased Positions 69 Sells All Sells 124 Reductions 124 Sold out 0 Options Calls 0 Puts 0
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