Oxford Financial Group LTD Reduced Holdings in Q1 2025

Oxford Financial Group LTD

  • $1.42 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-98.9K
- 40.83%
$725.72 - $929.72 $71.8M - $91.9M
143K $118M
ISRG
Intuitive Surgical Inc

Healthcare
-14.2K
- 6.93%
$476.63 - $610.45 $6.79M - $8.69M
191K $94.8M
NVDA
Nvidia Corp

Technology
-21.5K
- 14.24%
$106.98 - $149.43 $2.3M - $3.22M
130K $14M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.86K
- 1.99%
$554.06 - $615.85 $1.03M - $1.15M
91.7K $51.5M
MSFT
Microsoft Corp

Technology
-2.6K
- 5.5%
$375.39 - $447.2 $977K - $1.16M
44.7K $16.8M
NKE
Nike, Inc.

Consumer Cyclical
-29.8K
- 87.48%
$63.29 - $81.72 $1.89M - $2.44M
4.27K $270K
ACWI
Ishares Msci Acwi ETF

ETFs
-12.3K
- 5.21%
$115.16 - $124.13 $1.42M - $1.53M
225K $26.1M
META
Meta Platforms, Inc.

Communication Services
-2.64K
- 55.34%
$576.36 - $736.67 $1.52M - $1.94M
2.13K $1.23M
VEA
Vanguard Ftse Developed Market

ETFs
-32.4K
- 42.5%
$47.4 - $52.99 $1.54M - $1.72M
43.8K $2.23M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-5.08K
- 6.32%
$196.12 - $229.48 $996K - $1.17M
75.3K $15.2M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.83K
- 5.66%
$302.31 - $337.54 $552K - $617K
30.5K $9.34M
BX
Blackstone Inc.

Financial Services
-6
- 0.02%
$136.53 - $186.74 $819 - $1.12K
26K $3.64M
KE
Kimball Electronics, Inc.

Industrials
-53
- 0.02%
$16.11 - $19.51 $854 - $1.03K
342K $5.63M
ETN
Eaton Corp PLC

Industrials
-197
- 1.64%
$271.83 - $371.23 $53.6K - $73.1K
11.8K $3.21M
FNDX
Schwab Fundamental U S Large C

ETFs
-25.7K
- 2.27%
$23.03 - $25.01 $591K - $642K
1.1M $26M
VXF
Vanguard Extended Market ETF

ETFs
-1.12K
- 4.07%
$170.36 - $201.04 $191K - $226K
26.5K $4.56M
DVY
Ishares Tr

ETFs
-4.02K
- 92.55%
$128.58 - $138.1 $516K - $554K
323 $43K
AVGO
Broadcom Inc.

Technology
-174
- 2.35%
$167.43 - $244.7 $29.1K - $42.6K
7.23K $1.21M
WMT
Walmart Inc.

Consumer Defensive
-5.32K
- 39.21%
$84.5 - $105.05 $449K - $559K
8.25K $723K
IWR
Ishares Russell Mid Cap ETF

ETFs
-4.24K
- 11.53%
$82.81 - $92.93 $351K - $394K
32.6K $2.77M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-322
- 3.64%
$360.07 - $417.26 $116K - $134K
8.52K $3.08M
VTV
Vanguard Value ETF

ETFs
-8.03K
- 2.88%
$167.73 - $179.21 $1.35M - $1.44M
271K $46.8M
SYBT
Stock Yards Bancorp, Inc.

Financial Services
-625
- 0.43%
$66.59 - $77.68 $41.6K - $48.6K
146K $10.1M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-4.45K
- 98.78%
$90.0 - $96.32 $400K - $428K
55 $5K
GOOG
Alphabet Inc.

Communication Services
-606
- 6.91%
$156.06 - $207.71 $94.6K - $126K
8.17K $1.28M
JPM
Jpmorgan Chase & CO

Financial Services
-2.52K
- 5.78%
$225.19 - $279.95 $567K - $704K
41K $10.1M
VNQ
Vanguard Specialized Funds Van

ETFs
-4.34K
- 31.47%
$85.55 - $94.34 $371K - $409K
9.45K $855K
IWN
Ishares Russell2000 Val ETF

ETFs
-45
- 0.16%
$149.27 - $169.4 $6.72K - $7.62K
27.6K $4.16M
IWL
Ishares Tr Russell 200 ETF

ETFs
-1.07K
- 3.5%
$135.83 - $151.73 $145K - $162K
29.5K $4.05M
GOOGL
Alphabet Inc.

Communication Services
-237
- 2.69%
$154.33 - $206.19 $36.6K - $48.9K
8.57K $1.33M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.74K
- 32.44%
$168.16 - $186.21 $292K - $324K
3.62K $618K
CSCO
Cisco Systems, Inc.

Technology
-5.7K
- 57.35%
$58.74 - $64.87 $335K - $370K
4.24K $261K
IWM
Ishares Russell 2000 ETF

ETFs
-317
- 2.85%
$198.1 - $229.79 $62.8K - $72.8K
10.8K $2.16M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-2.17K
- 98.19%
$126.86 - $146.45 $275K - $317K
40 $5K
IEFA
Ishares Tr

ETFs
-4.97K
- 34.98%
$69.57 - $78.65 $345K - $391K
9.23K $698K
FNDF
Schwab Fundamental Intl Large

ETFs
-8.23K
- 94.59%
$32.9 - $37.45 $271K - $308K
470 $16K
GM
General Motors CO

Consumer Cyclical
-4.1K
- 44.09%
$45.22 - $54.92 $186K - $225K
5.21K $244K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-6.24K
- 20.98%
$42.5 - $46.71 $265K - $291K
23.5K $1.06M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-9.54K
- 23.43%
$25.81 - $28.52 $246K - $272K
31.2K $859K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-514
- 47.73%
$408.78 - $448.82 $210K - $231K
563 $236K
ORCL
Oracle Corp

Technology
-254
- 3.9%
$139.81 - $186.47 $35.5K - $47.4K
6.25K $874K
COST
Costco Wholesale Corp

Consumer Defensive
-351
- 8.27%
$890.62 - $1076.86 $313K - $378K
3.89K $3.68M
JCPI
Jp Morgan Exchange Traded Fd T

ETFs
-13.2K
- 3.94%
$46.46 - $48.13 $615K - $637K
323K $15.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.93K
- 66.35%
$95.85 - $99.25 $185K - $192K
981 $97K
ICLN
Ishares

ETFs
-16K
- 50.0%
$10.94 - $11.86 $175K - $189K
16K $182K
VB
Vanguard Small Cap ETF

ETFs
-74
- 0.85%
$217.89 - $252.64 $16.1K - $18.7K
8.61K $1.91M
VT
Vanguard Total World Stk Index

ETFs
-174
- 0.17%
$115.08 - $123.97 $20K - $21.6K
102K $11.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-370
- 0.97%
$57.21 - $65.8 $21.2K - $24.3K
37.8K $2.21M
MRK
Merck & Co., Inc.

Healthcare
-1.27K
- 21.88%
$83.01 - $101.02 $106K - $128K
4.54K $407K
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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