Oxford Financial Group LTD Purchases in Q2 2025

Oxford Financial Group LTD

  • $1.68 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ISRG
Intuitive Surgical Inc

Healthcare
139K
+ 72.72%
$451.58 - $565.94 $62.8M - $78.8M
331K $180M
GNR
Spdr S&P Global Natural Resour

ETFs
1.54M
+ 1026.46%
$45.66 - $55.03 $70.4M - $84.8M
1.69M $91.7M
VTI
Vanguard Total Stock Market Et

ETFs
63.9K
+ 7.91%
$243.75 - $303.93 $15.6M - $19.4M
871K $265M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
7.02K
+ 0.18%
$35.95 - $42.85 $252K - $301K
4M $169M
AVUV
American Centy ETF Tr Avantis

ETFs
24.5K
+ 3.48%
$75.17 - $91.21 $1.84M - $2.24M
730K $66.5M
DSTL
ETF Ser Solution Distillate Us

ETFs
39K
+ 2.39%
$48.53 - $55.35 $1.89M - $2.16M
1.67M $92.3M
AVGO
Broadcom Inc.

Technology
3.09K
+ 42.75%
$146.29 - $275.65 $452K - $852K
10.3K $2.85M
LLY
Eli Lilly & CO

Healthcare
10.5K
+ 7.3%
$713.71 - $898.95 $7.46M - $9.4M
154K $120M
SYBT
Stock Yards Bancorp, Inc.

Financial Services
122
+ 0.08%
$63.06 - $78.98 $7.69K - $9.64K
146K $11.5M
VT
Vanguard Total World Stk Index

ETFs
343
+ 0.34%
$103.16 - $128.52 $35.4K - $44.1K
102K $13.1M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.43K
+ 5.92%
$166.82 - $194.23 $405K - $472K
43.4K $8.43M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 50.0%
$725400.0 - $809350.0 $725K - $809K
3 $2.19M
ORCL
Oracle Corp

Technology
64
+ 1.02%
$122.82 - $218.63 $7.86K - $14K
6.32K $1.38M
NOW
Service Now, Inc.

Technology
359
+ 120.07%
$721.65 - $1040.18 $259K - $373K
658 $676K
MSTR
Microstrategy Inc

Technology
1.04K
New
$237.95 - $421.61 $247K - $437K
1.04K $419K
VB
Vanguard Small Cap ETF

ETFs
1.18K
+ 13.75%
$193.73 - $237.37 $229K - $281K
9.8K $2.32M
ITOT
Ishares Core S&P Total U.S. St

ETFs
247
+ 0.9%
$108.12 - $135.04 $26.7K - $33.4K
27.6K $3.73M
HON
Honeywell International Inc

Industrials
1.68K
New
$182.86 - $232.88 $306K - $390K
1.68K $390K
MBIN
Merchants Bancorp

Financial Services
11.1K
New
$30.06 - $37.17 $335K - $414K
11.1K $368K
BA
Boeing CO

Industrials
655
+ 13.93%
$136.59 - $217.51 $89.5K - $142K
5.36K $1.12M
LEN
Lennar Corp

Consumer Cyclical
2.81K
New
$102.76 - $115.66 $289K - $325K
2.81K $310K
IWV
Ishares Russell 3000 ETF

ETFs
284
+ 4.67%
$281.67 - $351.0 $80K - $99.7K
6.36K $2.23M
GOOGL
Alphabet Inc.

Communication Services
565
+ 6.59%
$144.7 - $178.6 $81.8K - $101K
9.13K $1.61M
INTU
Intuit Inc

Technology
166
+ 20.85%
$544.07 - $787.63 $90.3K - $131K
962 $757K
GE
General Electric CO

Industrials
53
+ 1.42%
$166.81 - $257.39 $8.84K - $13.6K
3.79K $976K
CAH
Cardinal Health Inc

Healthcare
1.34K
New
$125.0 - $168.0 $167K - $225K
1.34K $224K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1
+ 0.0%
$22.27 - $29.21 $22.3 - $29.2
51.7K $1.51M
CRWD
Crowd Strike Holdings, Inc.

Technology
419
New
$321.63 - $509.31 $135K - $213K
419 $213K
MS
Morgan Stanley

Financial Services
1.49K
New
$99.83 - $140.86 $149K - $210K
1.49K $209K
VUG
Vanguard Growth ETF

ETFs
15
+ 0.5%
$329.49 - $438.4 $4.94K - $6.58K
3.01K $1.32M
IWM
Ishares Russell 2000 ETF

ETFs
38
+ 0.35%
$174.82 - $215.79 $6.64K - $8.2K
10.9K $2.34M
HNI
Hni Corp

Industrials
235
+ 0.69%
$40.26 - $49.71 $9.46K - $11.7K
34.5K $1.7M
DIS
Walt Disney CO

Communication Services
352
+ 7.11%
$81.72 - $124.01 $28.8K - $43.7K
5.3K $657K
VO
Vanguard Mid Cap ETF

ETFs
30
+ 0.4%
$228.54 - $279.83 $6.86K - $8.39K
7.49K $2.1M
GLD
Spdr Gold Trust

ETFs
227
+ 8.39%
$273.71 - $316.29 $62.1K - $71.8K
2.93K $894K
PM
Philip Morris International Inc.

Consumer Defensive
201
+ 6.29%
$149.23 - $184.95 $30K - $37.2K
3.4K $619K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.98K
+ 863.32%
$41.45 - $54.46 $81.9K - $108K
2.21K $114K
IVE
Ishares S&P 500 Value ETF

ETFs
96
+ 0.55%
$168.34 - $195.42 $16.2K - $18.8K
17.5K $3.42M
OEF
Ishares S&P 100 ETF

ETFs
366
+ 31.07%
N/A
1.54K $410K
MA
Mastercard Inc

Financial Services
137
+ 9.84%
$479.92 - $590.74 $65.7K - $80.9K
1.53K $859K
JNJ
Johnson & Johnson

Healthcare
1.2K
+ 15.29%
$146.36 - $159.82 $175K - $191K
9.03K $1.38M
SNEX
Stone X Group Inc.

Financial Services
100
+ 2.43%
$69.59 - $94.15 $6.96K - $9.42K
4.22K $384K
PPA
Invesco Exchange Traded Fd Tr

ETFs
500
New
$105.2 - $141.69 $52.6K - $70.8K
500 $70K
ACN
Accenture PLC

Technology
279
+ 18.15%
$279.23 - $323.21 $77.9K - $90.2K
1.82K $542K
DE
Deere & CO

Industrials
16
+ 1.63%
$412.99 - $531.48 $6.61K - $8.5K
995 $505K
QUAL
Ishares Msci Usa Quality Facto

ETFs
5
+ 0.14%
$152.42 - $182.82 $762 - $914
3.63K $663K
REET
Ishares Global Reit ETF

ETFs
738
+ 1.33%
$21.59 - $25.16 $15.9K - $18.6K
56.4K $1.39M
F
Ford Motor CO

Consumer Cyclical
424
+ 0.95%
$8.69 - $10.85 $3.68K - $4.6K
45.2K $490K
ICLN
Ishares

ETFs
636
+ 3.98%
$10.56 - $13.31 $6.72K - $8.47K
16.6K $217K
Activity Summary
Buys All Purchases 71 New Holdings 11 Increased Positions 60 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 0 Puts 0
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