Oxford Financial Group LTD Reduced Holdings in Q2 2025

Oxford Financial Group LTD

  • $1.68 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
-11.7K
- 1.23%
$102.31 - $105.8 $1.2M - $1.24M
947K $98.9M
JCPI
Jp Morgan Exchange Traded Fd T

ETFs
-30.6K
- 9.5%
$47.03 - $48.37 $1.44M - $1.48M
292K $14.1M
AON
Aon PLC

Financial Services
-1.25K
- 29.58%
$335.85 - $398.81 $418K - $497K
2.97K $1.06M
VEU
Vanguard Ftse All World Ex Us

ETFs
-8.77K
- 38.49%
$54.19 - $67.22 $475K - $590K
14K $942K
V
Visa Inc.

Financial Services
-1.14K
- 37.52%
$308.27 - $373.31 $350K - $424K
1.89K $671K
GOOG
Alphabet Inc.

Communication Services
-2.66K
- 32.53%
$146.58 - $180.01 $389K - $478K
5.51K $977K
UNH
Unitedhealth Group Inc

Healthcare
-161
- 14.85%
$274.35 - $599.47 $44.2K - $96.5K
923 $287K
XOM
Exxon Mobil Corp

Energy
-340
- 1.71%
$99.93 - $119.04 $34K - $40.5K
19.6K $2.11M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.77K
- 26.07%
$90.56 - $109.49 $251K - $304K
7.86K $859K
ABBV
Abb Vie Inc.

Healthcare
-645
- 11.8%
$170.16 - $206.27 $110K - $133K
4.82K $894K
KO
Coca Cola CO

Consumer Defensive
-1.73K
- 12.36%
$68.37 - $73.9 $118K - $128K
12.3K $868K
CVX
Chevron Corp

Energy
-207
- 4.71%
$133.73 - $168.51 $27.7K - $34.9K
4.18K $599K
TSLA
Tesla, Inc.

Consumer Cyclical
-893
- 34.88%
$221.86 - $362.89 $198K - $324K
1.67K $529K
PEP
Pepsico Inc

Consumer Defensive
-501
- 17.98%
$128.02 - $151.37 $64.1K - $75.8K
2.29K $301K
PEY
Invesco Exchange Traded Fd Tr

ETFs
-3.6K
- 9.45%
$18.68 - $21.54 $67.2K - $77.5K
34.5K $704K
NEE
Nextera Energy Inc

Utilities
-1.12K
- 7.89%
$64.11 - $75.0 $71.9K - $84.2K
13.1K $908K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.88K
- 16.51%
$39.89 - $49.46 $155K - $192K
19.6K $970K
VOE
Vanguard Mid Cap Value Index F

ETFs
-574
- 85.93%
$141.87 - $164.49 $81.4K - $94.4K
94 $15K
HDV
Ishares Core High Dividend ETF

ETFs
-700
- 45.6%
$108.41 - $120.51 $75.9K - $84.4K
835 $97K
HD
Home Depot, Inc.

Consumer Cyclical
-224
- 7.7%
$335.24 - $380.78 $75.1K - $85.3K
2.69K $984K
SLB
Schlumberger Limited

Energy
-103
- 1.12%
$31.95 - $42.2 $3.29K - $4.35K
9.13K $308K
BMY
Bristol Myers Squibb CO

Healthcare
-89
- 1.81%
$44.12 - $59.6 $3.93K - $5.3K
4.84K $223K
MRK
Merck & Co., Inc.

Healthcare
-325
- 7.16%
$73.47 - $87.12 $23.9K - $28.3K
4.21K $333K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-705
- 19.64%
$85.42 - $94.39 $60.2K - $66.5K
2.88K $270K
AMGN
Amgen Inc

Healthcare
-27
- 1.52%
$262.28 - $309.85 $7.08K - $8.37K
1.75K $487K
AEP
American Electric Power CO Inc

Utilities
-100
- 1.14%
$98.59 - $109.11 $9.86K - $10.9K
8.66K $898K
ELV
Elevance Health, Inc.

Healthcare
-2
- 0.18%
$372.27 - $452.69 $745 - $905
1.14K $441K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-652
- 40.1%
$141.37 - $228.57 $92.2K - $149K
974 $220K
NVO
Novo Nordisk A S

Healthcare
-620
- 16.99%
$58.08 - $81.05 $36K - $50.3K
3.03K $209K
BX
Blackstone Inc.

Financial Services
-2K
- 7.68%
$120.07 - $151.11 $240K - $302K
24K $3.59M
XLF
Financial Sector Spdr

ETFs
-1.31K
- 12.91%
$43.92 - $52.37 $57.7K - $68.8K
8.87K $464K
PGR
Progressive Corp

Financial Services
-47
- 2.57%
$255.27 - $288.74 $12K - $13.6K
1.79K $476K
LMT
Lockheed Martin Corp

Industrials
-130
- 10.05%
$430.82 - $486.45 $56K - $63.2K
1.16K $539K
BP
Bp PLC

Energy
-208
- 2.45%
$26.11 - $33.81 $5.43K - $7.03K
8.27K $247K
LOW
Lowes Companies Inc

Consumer Cyclical
-37
- 1.52%
$210.83 - $235.28 $7.8K - $8.71K
2.4K $532K
FNDX
Schwab Fundamental U S Large C

ETFs
-43.2K
- 3.91%
$20.84 - $24.54 $900K - $1.06M
1.06M $26M
WMT
Walmart Inc.

Consumer Defensive
-1.19K
- 14.37%
$81.79 - $99.98 $96.9K - $118K
7.06K $690K
ROP
Roper Technologies Inc

Industrials
-38
- 7.68%
$519.19 - $590.78 $19.7K - $22.4K
457 $259K
CRM
Salesforce, Inc.

Technology
-145
- 8.04%
$236.26 - $291.15 $34.3K - $42.2K
1.66K $452K
IEFA
Ishares Tr

ETFs
-1.19K
- 12.91%
$67.83 - $84.09 $80.9K - $100K
8.04K $671K
CAT
Caterpillar Inc

Industrials
-208
- 22.76%
$273.94 - $388.21 $57K - $80.7K
706 $274K
VZ
Verizon Communications Inc

Communication Services
-255
- 3.96%
$41.67 - $45.62 $10.6K - $11.6K
6.18K $267K
T
At&T Inc.

Communication Services
-1K
- 12.04%
$26.33 - $28.94 $26.4K - $29K
7.32K $211K
GS
Goldman Sachs Group Inc

Financial Services
-175
- 27.78%
$462.22 - $707.75 $80.9K - $124K
455 $322K
SPG
Simon Property Group Inc

Real Estate
-12
- 0.41%
$140.37 - $171.44 $1.68K - $2.06K
2.94K $471K
WELL
Welltower Inc.

Real Estate
-87
- 6.12%
$136.49 - $155.22 $11.9K - $13.5K
1.34K $205K
QCOM
Qualcomm Inc

Technology
-111
- 8.07%
$124.66 - $159.48 $13.8K - $17.7K
1.26K $201K
FISV
Fiserv Inc

Technology
-81
- 4.62%
N/A
1.67K $209K
BAC
Bank Of America Corp

Financial Services
-1.13K
- 13.91%
$34.39 - $47.46 $38.7K - $53.4K
6.97K $329K
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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