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
IVE
Ishares S&P 500 Value ETF

ETFs
1.04K
+ 6.74%
$189.5 - $206.17 $197K - $215K
16.5K $3.15M
VTWV
Vanguard Russell 2000 Value Et

ETFs
541
New
$143.69 - $159.92 $77.7K - $86.5K
541 $78K
KE
Kimball Electronics, Inc.

Industrials
53
+ 0.02%
$17.14 - $21.18 $908 - $1.12K
343K $6.42M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
16.2K
+ 10.32%
$33.39 - $37.66 $542K - $611K
173K $5.79M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.96K
+ 322.94%
$34.13 - $37.35 $66.8K - $73.1K
2.56K $87K
IXUS
Ishares Tr

ETFs
991
New
$65.95 - $72.56 $65.4K - $71.9K
991 $65K
PNC
Pnc Financial Services Group, Inc.

Financial Services
202
+ 9.59%
$178.39 - $215.0 $36K - $43.4K
2.31K $445K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
503
+ 4.76%
$113.92 - $127.38 $57.3K - $64.1K
11.1K $1.28M
SPG
Simon Property Group Inc

Real Estate
173
+ 5.93%
$167.23 - $183.84 $28.9K - $31.8K
3.09K $532K
BK
Bank Of New York Mellon Corp

Financial Services
41
+ 0.57%
$70.82 - $81.87 $2.9K - $3.36K
7.26K $557K
OKE
Oneok Inc

Energy
46
+ 1.33%
$92.28 - $117.05 $4.24K - $5.38K
3.49K $350K
BMY
Bristol Myers Squibb CO

Healthcare
150
+ 2.95%
$51.92 - $59.94 $7.79K - $8.99K
5.24K $296K
SCHX
Schwab Strategic Tr Us Large C

ETFs
23.8K
+ 200.0%
$22.4 - $68.28 $533K - $1.62M
35.7K $826K
VONG
Vanguard Russell 1000 Growth E

ETFs
200
New
$95.27 - $107.82 $19.1K - $21.6K
200 $20K
PNR
Pentair PLC

Industrials
12
+ 0.29%
$95.0 - $109.21 $1.14K - $1.31K
4.14K $416K
FITB
Fifth Third Bancorp

Financial Services
313
+ 3.12%
$41.76 - $48.44 $13.1K - $15.2K
10.3K $437K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.25K
+ 238.1%
$22.01 - $66.82 $27.5K - $83.5K
1.78K $40K
TYL
Tyler Technologies Inc

Technology
12
+ 2.43%
$576.64 - $635.69 $6.92K - $7.63K
505 $291K
IYY
Ishares Tr

ETFs
3
+ 0.28%
$138.14 - $149.13 $414 - $447
1.07K $152K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
10
New
$54.29 - $59.49 $543 - $595
10 $0
PGF
Invesco Exchange Traded Fd Tr

ETFs
4
+ 1.66%
$14.4 - $15.83 $57.6 - $63.3
245 $3K
Blackrock Inc
229
New
N/A
229 $0
Arista Networks Inc
4.01K
New
N/A
4.01K $0
Ge Vernova Inc
766
+ 30.48%
N/A
3.28K $0
Reddit Inc
14.7K
New
N/A
14.7K $0
Rubrik Inc.
16.2K
New
N/A
16.2K $0
Brookfield Corp
3.58K
New
N/A
3.58K $0
VDC
Vanguard Consumer Staples ETF

ETFs
1
+ 1.54%
$210.96 - $223.62 $211 - $224
66 $13K
VBR
Vanguard Small Cap Value ETF

ETFs
13
+ 1.18%
$197.36 - $217.3 $2.57K - $2.82K
1.12K $221K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
3
+ 1.33%
$33.77 - $44.09 $101 - $132
229 $7K
VOE
Vanguard Mid Cap Value Index F

ETFs
17
+ 2.61%
$160.89 - $176.18 $2.74K - $3K
668 $108K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.42K
+ 200.0%
$26.93 - $84.95 $38.3K - $121K
2.14K $58K
VZ
Verizon Communications Inc

Communication Services
636
+ 10.87%
$39.6 - $45.21 $25.2K - $28.8K
6.49K $259K
CEG
Constellation Energy Corp

Utilities
115
+ 13.79%
$224.28 - $285.52 $25.8K - $32.8K
949 $213K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1
+ 0.09%
$134.53 - $150.65 $135 - $151
1.08K $145K
EFG
Msci Eafe Growth ETF

ETFs
757
+ 10.19%
$96.83 - $106.88 $73.3K - $80.9K
8.18K $792K
CVX
Chevron Corp

Energy
13
+ 0.29%
$141.15 - $162.53 $1.83K - $2.11K
4.46K $645K
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
1.48K
+ 8.47%
$39.65 - $43.4 $58.8K - $64.4K
19K $755K
F
Ford Motor CO

Consumer Cyclical
1.94K
+ 4.12%
$9.69 - $11.4 $18.8K - $22.1K
49K $485K
AOR
Ishares Tr Core Growth Allocat

ETFs
68
+ 0.82%
$57.32 - $59.66 $3.9K - $4.06K
8.41K $481K
ROP
Roper Technologies Inc

Industrials
18
+ 3.13%
$519.85 - $575.95 $9.36K - $10.4K
594 $308K
PEG
Public Service Enterprise Group Inc

Utilities
33
+ 0.6%
$81.87 - $94.51 $2.7K - $3.12K
5.53K $467K
SO
Southern CO

Utilities
25
+ 0.64%
$81.5 - $94.15 $2.04K - $2.35K
3.92K $322K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
14.6K
+ 100.87%
$18.41 - $40.87 $269K - $597K
29.1K $538K
VNQ
Vanguard Specialized Funds Van

ETFs
280
+ 2.07%
$87.85 - $98.6 $24.6K - $27.6K
13.8K $1.23M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
447
+ 1.53%
$44.04 - $49.49 $19.7K - $22.1K
29.7K $1.31M
HNI
Hni Corp

Industrials
193
+ 0.57%
$49.28 - $57.49 $9.51K - $11.1K
34K $1.71M
SCCO
Southern Copper Corp

Basic Materials
9
+ 0.17%
$91.13 - $117.95 $820 - $1.06K
5.25K $478K
DPZ
Dominos Pizza Inc

Consumer Cyclical
20
+ 0.1%
$408.59 - $476.19 $8.17K - $9.52K
20K $8.41M
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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