Oxford Financial Group LTD Purchases in Q3 2024

Oxford Financial Group LTD

  • $1.58 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
INFL
Listed Fds Tr Horizon Kinetics

ETFs
209K
+ 9.96%
$33.15 - $38.37 $6.93M - $8.02M
2.31M $86.7M
VTI
Vanguard Total Stock Market Et

ETFs
4.74K
+ 0.68%
$255.18 - $283.2 $1.21M - $1.34M
703K $199M
ISRG
Intuitive Surgical Inc

Healthcare
4.19K
+ 1.96%
$416.14 - $494.01 $1.74M - $2.07M
218K $107M
CPRT
Copart Inc

Consumer Cyclical
120K
+ 2871.84%
$49.19 - $55.54 $5.91M - $6.68M
124K $6.52M
SYBT
Stock Yards Bancorp, Inc.

Financial Services
140
+ 0.09%
$48.52 - $64.71 $6.79K - $9.06K
148K $9.2M
DPZ
Dominos Pizza Inc

Consumer Cyclical
4.67K
+ 30.4%
$402.52 - $505.35 $1.88M - $2.36M
20K $8.61M
BK
Bank Of New York Mellon Corp

Financial Services
7.22K
New
$59.54 - $72.17 $430K - $521K
7.22K $518K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
214
+ 0.14%
$32.04 - $37.11 $6.86K - $7.94K
157K $5.73M
VUG
Vanguard Growth ETF

ETFs
974
+ 51.51%
$341.08 - $391.94 $332K - $382K
2.87K $1.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.23K
+ 26.69%
$105.53 - $118.34 $235K - $264K
10.6K $1.24M
VEU
Vanguard Ftse All World Ex Us

ETFs
3.49K
+ 16.47%
$56.47 - $63.69 $197K - $222K
24.7K $1.55M
HNI
Hni Corp

Industrials
200
+ 0.6%
$44.15 - $54.95 $8.83K - $11K
33.8K $1.82M
USB
Us Bancorp \De\

Financial Services
5.3K
+ 55.06%
$39.04 - $47.23 $207K - $250K
14.9K $682K
GLD
Spdr Gold Trust

ETFs
907
New
$215.56 - $246.98 $196K - $224K
907 $220K
CEG
Constellation Energy Corp

Utilities
834
New
$167.08 - $262.86 $139K - $219K
834 $216K
TMO
Thermo Fisher Scientific Inc.

Healthcare
336
New
$531.86 - $624.21 $179K - $210K
336 $207K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.28K
New
$136.93 - $162.81 $176K - $209K
1.28K $206K
LIT
Global X Fds Global X Lithium

ETFs
4.64K
New
$35.01 - $43.59 $162K - $202K
4.64K $202K
D
Dominion Energy, Inc

Utilities
3.5K
New
$48.01 - $58.53 $168K - $205K
3.5K $201K
APD
Air Products & Chemicals, Inc.

Basic Materials
672
New
$247.34 - $300.11 $166K - $202K
672 $200K
GNR
Spdr S&P Global Natural Resour

ETFs
287
+ 0.36%
$53.02 - $57.84 $15.2K - $16.6K
79.6K $4.59M
SPG
Simon Property Group Inc

Real Estate
632
+ 27.66%
$146.09 - $170.11 $92.3K - $108K
2.92K $493K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
712
New
$77.02 - $85.06 $54.8K - $60.6K
712 $60K
IJK
Ishares S&P Midcap 400 Growth

ETFs
600
New
$84.81 - $93.54 $50.9K - $56.1K
600 $55K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
409
+ 138.64%
$111.9 - $124.28 $45.8K - $50.8K
704 $87K
XLF
Financial Sector Spdr

ETFs
1
+ 0.01%
$40.84 - $45.74 $40.8 - $45.7
11.8K $533K
SCCO
Southern Copper Corp

Basic Materials
39
+ 0.75%
$94.1 - $120.43 $3.67K - $4.7K
5.24K $605K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2
+ 0.19%
$127.29 - $141.5 $255 - $283
1.07K $149K
FISV
Fiserv Inc

Technology
77
+ 3.53%
N/A
2.26K $282K
IYY
Ishares Tr

ETFs
4
+ 0.38%
$125.77 - $139.59 $503 - $558
1.07K $148K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
157
New
$51.02 - $52.74 $8.01K - $8.28K
157 $8K
XLK
Technology Sector Spdr

ETFs
30
+ 0.89%
$197.34 - $237.68 $5.92K - $7.13K
3.41K $768K
DRIV
Global X Fds Global X Autonomo

ETFs
156
New
$20.59 - $25.46 $3.21K - $3.97K
156 $3K
EPD
Enterprise Products Partners L.P.

Energy
53
+ 0.61%
$27.88 - $30.0 $1.48K - $1.59K
8.74K $254K
PGF
Invesco Exchange Traded Fd Tr

ETFs
3
+ 1.26%
$14.7 - $15.89 $44.1 - $47.7
241 $3K
ET
Energy Transfer LP

Energy
100
+ 0.44%
$15.43 - $16.44 $1.54K - $1.64K
22.6K $362K
GM
General Motors CO

Consumer Cyclical
84
+ 0.87%
$39.95 - $49.9 $3.36K - $4.19K
9.73K $436K
NVT
N Vent Electric PLC

Industrials
56
+ 1.44%
$60.72 - $81.19 $3.4K - $4.55K
3.94K $276K
ATEC
Alphatec Holdings, Inc.

Healthcare
528
+ 1.32%
$5.45 - $11.87 $2.88K - $6.27K
40.5K $225K
AVGO
Broadcom Inc.

Technology
6.68K
+ 693.77%
$136.27 - $1745.86 $910K - $11.7M
7.64K $1.32M
MSFT
Microsoft Corp

Technology
731
+ 1.24%
$395.15 - $467.56 $289K - $342K
59.9K $25.8M
Activity Summary
Buys All Purchases 42 New Holdings 12 Increased Positions 30 Sells All Sells 169 Reductions 169 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Oxford Financial Group LTD Portfolio

Follow Oxford Financial Group LTD and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Oxford Financial Group LTD, based on Form 13F filings with the SEC.

News

Stay updated on Oxford Financial Group LTD with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email