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
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-440
- 3.97%
$102.49 - $119.96 $45.1K - $52.8K
10.6K $1.11M
ET
Energy Transfer LP

Energy
-6.94K
- 39.4%
$17.26 - $21.08 $120K - $146K
10.7K $198K
HD
Home Depot, Inc.

Consumer Cyclical
-188
- 6.07%
$347.25 - $424.87 $65.3K - $79.9K
2.91K $1.07M
EFG
Msci Eafe Growth ETF

ETFs
-1.54K
- 18.82%
$96.1 - $106.37 $148K - $164K
6.64K $664K
CPRT
Copart Inc

Consumer Cyclical
-483
- 0.39%
$52.3 - $59.83 $25.3K - $28.9K
124K $7.02M
VBR
Vanguard Small Cap Value ETF

ETFs
-582
- 52.01%
$183.02 - $207.75 $107K - $121K
537 $100K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-437
- 18.93%
$168.84 - $202.89 $73.8K - $88.7K
1.87K $329K
PG
Procter & Gamble CO

Consumer Defensive
-905
- 6.29%
$158.56 - $176.26 $143K - $160K
13.5K $2.3M
PEY
Invesco Exchange Traded Fd Tr

ETFs
-5.81K
- 13.24%
$20.82 - $22.08 $121K - $128K
38.1K $818K
IWV
Ishares Russell 3000 ETF

ETFs
-42
- 0.69%
$313.1 - $349.83 $13.2K - $14.7K
6.08K $1.93M
JNJ
Johnson & Johnson

Healthcare
-1.84K
- 19.02%
$142.06 - $167.7 $261K - $309K
7.83K $1.3M
NOW
Service Now, Inc.

Technology
-16
- 5.08%
$783.83 - $1170.39 $12.5K - $18.7K
299 $238K
V
Visa Inc.

Financial Services
-617
- 16.94%
$306.92 - $362.71 $189K - $224K
3.03K $1.06M
DIS
Walt Disney CO

Communication Services
-206
- 3.99%
$96.87 - $114.0 $20K - $23.5K
4.95K $488K
CAT
Caterpillar Inc

Industrials
-136
- 12.95%
$326.75 - $407.63 $44.4K - $55.4K
914 $301K
BAC
Bank Of America Corp

Financial Services
-1.37K
- 14.44%
$39.61 - $47.74 $54.1K - $65.2K
8.09K $337K
QCOM
Qualcomm Inc

Technology
-500
- 26.67%
$151.94 - $175.86 $76K - $87.9K
1.38K $211K
SO
Southern CO

Utilities
-1.22K
- 31.09%
$80.96 - $92.96 $98.5K - $113K
2.7K $248K
FITB
Fifth Third Bancorp

Financial Services
-909
- 8.79%
$37.48 - $44.96 $34.1K - $40.9K
9.43K $369K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.96K
- 76.36%
$33.84 - $37.77 $66.2K - $73.9K
606 $22K
ACN
Accenture PLC

Technology
-7
- 0.45%
$300.91 - $398.25 $2.11K - $2.79K
1.54K $479K
PEP
Pepsico Inc

Consumer Defensive
-369
- 11.7%
$142.64 - $156.42 $52.6K - $57.7K
2.79K $417K
LMT
Lockheed Martin Corp

Industrials
-22
- 1.67%
$423.19 - $506.29 $9.31K - $11.1K
1.29K $578K
USB
Us Bancorp \De\

Financial Services
-222
- 2.63%
$40.92 - $50.9 $9.08K - $11.3K
8.2K $346K
DGRO
Ishares Core Dividend Growth E

ETFs
-930
- 5.98%
$60.46 - $64.42 $56.2K - $59.9K
14.6K $903K
DHR
Danaher Corp

Healthcare
-26
- 1.53%
$201.62 - $250.59 $5.24K - $6.52K
1.68K $343K
SPG
Simon Property Group Inc

Real Estate
-142
- 4.6%
$159.48 - $187.78 $22.6K - $26.7K
2.95K $489K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-16
- 0.17%
$40.03 - $46.81 $640 - $749
9.38K $382K
EEM
Ishares Msci Emerging Markets

ETFs
-1.05K
- 25.3%
$40.81 - $45.34 $42.6K - $47.4K
3.09K $134K
AMGN
Amgen Inc

Healthcare
-488
- 21.57%
$258.59 - $327.36 $126K - $160K
1.77K $552K
F
Ford Motor CO

Consumer Cyclical
-4.23K
- 8.63%
$9.12 - $10.43 $38.6K - $44.1K
44.8K $449K
MA
Mastercard Inc

Financial Services
-115
- 7.63%
$504.67 - $576.31 $58K - $66.3K
1.39K $762K
CSX
Csx Corp

Industrials
-336
- 4.52%
$29.11 - $33.67 $9.78K - $11.3K
7.1K $208K
PCTY
Paylocity Holding Corp

Technology
-10
- 0.43%
$183.21 - $217.86 $1.83K - $2.18K
2.3K $431K
TKR
Timken CO

Industrials
-394
- 11.41%
$69.85 - $83.79 $27.5K - $33K
3.06K $219K
GS
Goldman Sachs Group Inc

Financial Services
-15
- 2.33%
$524.81 - $672.19 $7.87K - $10.1K
630 $344K
IEMG
Ishares Inc

ETFs
-390
- 13.29%
N/A
2.54K $136K
SCCO
Southern Copper Corp

Basic Materials
-348
- 6.63%
$85.92 - $101.48 $29.9K - $35.3K
4.9K $458K
ROP
Roper Technologies Inc

Industrials
-99
- 16.67%
$502.71 - $593.81 $49.8K - $58.8K
495 $291K
OKE
Oneok Inc

Energy
-123
- 3.52%
$89.57 - $109.85 $11K - $13.5K
3.37K $334K
PEG
Public Service Enterprise Group Inc

Utilities
-30
- 0.54%
$78.2 - $90.39 $2.35K - $2.71K
5.5K $452K
TYL
Tyler Technologies Inc

Technology
-25
- 4.95%
$553.41 - $646.74 $13.8K - $16.2K
480 $279K
ADP
Automatic Data Processing Inc

Industrials
-87
- 7.75%
$286.85 - $318.64 $25K - $27.7K
1.04K $316K
SYK
Stryker Corp

Healthcare
-61
- 4.1%
$355.18 - $399.9 $21.7K - $24.4K
1.43K $531K
Linde PLC
-1
- 0.08%
N/A
1.18K $0
Ge Vernova Inc
-785
- 23.94%
N/A
2.49K $0
VDC
Vanguard Consumer Staples ETF

ETFs
-2
- 3.03%
$206.54 - $226.16 $413 - $452
64 $14K
ECL
Ecolab Inc.

Basic Materials
-93
- 7.23%
$229.72 - $269.82 $21.4K - $25.1K
1.19K $302K
BMY
Bristol Myers Squibb CO

Healthcare
-311
- 5.94%
$53.9 - $63.11 $16.8K - $19.6K
4.93K $300K
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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