Oxford Financial Group LTD Purchases in Q1 2025

Oxford Financial Group LTD

  • $1.42 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
INFL
Listed Fds Tr Horizon Kinetics

ETFs
66.5K
+ 1.69%
$38.54 - $41.5 $2.56M - $2.76M
4M $162M
VTI
Vanguard Total Stock Market Et

ETFs
79.3K
+ 10.89%
$271.18 - $303.12 $21.5M - $24M
807K $222M
GNR
Spdr S&P Global Natural Resour

ETFs
79.7K
+ 113.06%
$50.12 - $54.48 $3.99M - $4.34M
150K $7.99M
MCD
Mcdonalds Corp

Consumer Cyclical
255
+ 0.32%
$279.74 - $321.29 $71.3K - $81.9K
79.5K $24.8M
SNEX
Stone X Group Inc.

Financial Services
4.12K
New
$76.12 - $126.89 $314K - $523K
4.12K $314K
ORCC
Owl Rock Capital Corp

Financial Services
20.5K
New
N/A
20.5K $274K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.63K
New
$165.25 - $224.62 $269K - $365K
1.63K $269K
T
At&T Inc.

Communication Services
8.32K
New
$21.56 - $28.28 $179K - $235K
8.32K $235K
WELL
Welltower Inc.

Real Estate
1.42K
New
$124.05 - $156.86 $176K - $223K
1.42K $217K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.25K
New
$142.8 - $176.36 $179K - $221K
1.25K $216K
DUK
Duke Energy Corp

Utilities
1.67K
New
$105.87 - $121.97 $177K - $204K
1.67K $203K
KKR
Kkr & Co. Inc.

Financial Services
2.16K
+ 117.05%
$108.17 - $167.07 $233K - $360K
4K $462K
AON
Aon PLC

Financial Services
17
+ 0.41%
$348.44 - $409.32 $5.92K - $6.96K
4.21K $1.68M
IVE
Ishares S&P 500 Value ETF

ETFs
928
+ 5.63%
$185.78 - $198.58 $172K - $184K
17.4K $3.32M
GE
General Electric CO

Industrials
95
+ 2.61%
$168.59 - $212.13 $16K - $20.2K
3.74K $748K
PM
Philip Morris International Inc.

Consumer Defensive
67
+ 2.14%
$117.15 - $158.79 $7.85K - $10.6K
3.2K $507K
BA
Boeing CO

Industrials
704
+ 17.6%
$148.15 - $186.25 $104K - $131K
4.7K $802K
PGR
Progressive Corp

Financial Services
49
+ 2.75%
$235.61 - $291.22 $11.5K - $14.3K
1.83K $518K
ELV
Elevance Health, Inc.

Healthcare
28
+ 2.52%
$365.9 - $436.25 $10.2K - $12.2K
1.14K $494K
RTX
Raytheon Technologies Corp

Industrials
36
+ 0.81%
$114.1 - $135.66 $4.11K - $4.88K
4.48K $593K
WFC
Wells Fargo & Company

Financial Services
934
+ 14.46%
$66.78 - $81.42 $62.4K - $76K
7.39K $530K
ADGI
Adagio Therapeutics, Inc.

Healthcare
23.1K
New
N/A
23.1K $76K
OEF
Ishares S&P 100 ETF

ETFs
252
+ 27.21%
N/A
1.18K $313K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
700
+ 5.91%
$507.05 - $563.67 $355K - $395K
12.5K $6.44M
NFLX
Netflix Inc

Communication Services
48
+ 13.26%
$828.4 - $1058.6 $39.8K - $50.8K
410 $382K
UNH
Unitedhealth Group Inc

Healthcare
70
+ 6.9%
$461.52 - $548.18 $32.3K - $38.4K
1.08K $567K
DE
Deere & CO

Industrials
17
+ 1.77%
$408.57 - $509.27 $6.95K - $8.66K
979 $459K
ING
Ing Groep Nv

Financial Services
224
+ 2.24%
$15.51 - $20.74 $3.47K - $4.65K
10.2K $200K
BP
Bp PLC

Energy
208
+ 2.51%
$29.93 - $35.31 $6.23K - $7.34K
8.48K $286K
AOA
Ishares Tr Core Aggressive All

ETFs
287
+ 3.68%
$75.7 - $80.01 $21.7K - $23K
8.09K $619K
EPD
Enterprise Products Partners L.P.

Energy
50
+ 0.72%
$31.75 - $34.14 $1.59K - $1.71K
6.97K $237K
XLF
Financial Sector Spdr

ETFs
1
+ 0.01%
$47.32 - $52.19 $47.3 - $52.2
10.2K $507K
TIP
Ishares Tr Tips Bd ETF

ETFs
2
+ 0.06%
$106.22 - $111.09 $212 - $222
3.23K $358K
MPC
Marathon Petroleum Corp

Energy
28
+ 1.69%
$134.72 - $159.03 $3.77K - $4.45K
1.69K $245K
CMCSA
Comcast Corp

Communication Services
469
+ 8.22%
$33.19 - $38.23 $15.6K - $17.9K
6.17K $227K
AOR
Ishares Tr Core Growth Allocat

ETFs
158
+ 1.88%
$56.63 - $59.39 $8.95K - $9.38K
8.56K $492K
FISV
Fiserv Inc

Technology
50
+ 2.93%
N/A
1.76K $219K
INTU
Intuit Inc

Technology
29
+ 3.78%
$555.63 - $630.23 $16.1K - $18.3K
796 $488K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
10
+ 0.62%
$55.47 - $61.45 $555 - $615
1.61K $95K
CEG
Constellation Energy Corp

Utilities
115
+ 12.12%
$201.63 - $347.44 $23.2K - $40K
1.06K $214K
PGF
Invesco Exchange Traded Fd Tr

ETFs
3
+ 1.22%
$14.28 - $14.97 $42.8 - $44.9
248 $3K
Ge Healthcare Technologies I
32
+ 0.96%
N/A
3.35K $0
NEE
Nextera Energy Inc

Utilities
115
+ 0.82%
$66.96 - $76.16 $7.7K - $8.76K
14.2K $1.01M
IYY
Ishares Tr

ETFs
3
+ 0.28%
$134.05 - $149.75 $402 - $449
1.07K $145K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1
+ 0.09%
$121.0 - $142.28 $121 - $142
1.08K $133K
AXP
American Express CO

Financial Services
73
+ 5.74%
$255.39 - $325.87 $18.6K - $23.8K
1.35K $361K
RJF
Raymond James Financial Inc

Financial Services
687
+ 10.0%
$137.62 - $172.64 $94.5K - $119K
7.56K $1.05M
LOW
Lowes Companies Inc

Consumer Cyclical
30
+ 1.25%
$222.66 - $268.42 $6.68K - $8.05K
2.44K $568K
GLW
Corning Inc

Technology
118
+ 0.53%
$44.91 - $54.25 $5.3K - $6.4K
22.4K $1.02M
Activity Summary
Buys All Purchases 67 New Holdings 9 Increased Positions 58 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 0 Puts 0
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