Oxford Financial Group LTD Reduced Holdings in Q3 2024

Oxford Financial Group LTD

  • $1.58 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NRGV
Energy Vault Holdings, Inc.

Utilities
-5
- 0.01%
$0.78 - $1.43 $3.9 - $7.15
50.7K $48K
Ge Healthcare Technologies I
-26
- 0.69%
N/A
3.72K $0
Linde PLC
-54
- 4.18%
N/A
1.24K $0
AMGN
Amgen Inc

Healthcare
-53
- 2.21%
$309.38 - $337.38 $16.4K - $17.9K
2.34K $754K
TGT
Target Corp

Consumer Defensive
-34
- 1.89%
$133.47 - $159.25 $4.54K - $5.41K
1.76K $274K
TKR
Timken CO

Industrials
-76
- 2.15%
$78.36 - $87.89 $5.96K - $6.68K
3.45K $290K
NOW
Service Now, Inc.

Technology
-36
- 9.47%
$730.87 - $937.36 $26.3K - $33.7K
344 $307K
COF
Capital One Financial Corp

Financial Services
-122
- 4.64%
$131.42 - $153.05 $16K - $18.7K
2.51K $375K
DOV
Dover Corp

Industrials
-23
- 1.53%
$172.5 - $193.03 $3.97K - $4.44K
1.48K $284K
VGT
Vanguard Information Technolog

ETFs
-5
- 0.31%
$514.43 - $606.85 $2.57K - $3.03K
1.63K $958K
UNH
Unitedhealth Group Inc

Healthcare
-153
- 10.8%
$488.01 - $604.18 $74.7K - $92.4K
1.26K $739K
WMT
Walmart Inc.

Consumer Defensive
-2.33K
- 14.39%
$66.91 - $81.4 $156K - $189K
13.8K $1.12M
ANET
Arista Networks, Inc.

Technology
-28
- 2.8%
$311.42 - $388.21 $8.72K - $10.9K
972 $373K
KO
Coca Cola CO

Consumer Defensive
-1.44K
- 9.04%
$62.69 - $73.01 $90K - $105K
14.4K $1.04M
COST
Costco Wholesale Corp

Consumer Defensive
-140
- 3.35%
$801.83 - $917.05 $112K - $128K
4.04K $3.58M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-143
- 1.11%
$92.63 - $105.69 $13.2K - $15.1K
12.8K $1.33M
OKE
Oneok Inc

Energy
-55
- 1.57%
$78.62 - $95.27 $4.32K - $5.24K
3.45K $314K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-147
- 1.54%
$41.02 - $46.01 $6.03K - $6.76K
9.4K $427K
IVZ
Invesco Ltd.

Financial Services
-188
- 1.43%
$14.85 - $17.74 $2.79K - $3.34K
12.9K $227K
TTD
Trade Desk, Inc.

Technology
-48
- 1.51%
$83.08 - $110.79 $3.99K - $5.32K
3.13K $343K
ORCL
Oracle Corp

Technology
-1.12K
- 14.36%
$125.9 - $170.35 $141K - $191K
6.67K $1.14M
PEG
Public Service Enterprise Group Inc

Utilities
-644
- 10.48%
$73.58 - $89.21 $47.4K - $57.5K
5.5K $490K
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
-293
- 1.65%
$39.23 - $44.22 $11.5K - $13K
17.5K $765K
DE
Deere & CO

Industrials
-8
- 0.79%
$344.84 - $418.0 $2.76K - $3.34K
1.01K $421K
SHOP
Shopify Inc.

Technology
-336
- 6.75%
$52.26 - $80.75 $17.6K - $27.1K
4.64K $371K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-6
- 0.11%
$434.77 - $502.96 $2.61K - $3.02K
5.53K $2.7M
ACN
Accenture PLC

Technology
-114
- 6.45%
$295.44 - $355.81 $33.7K - $40.6K
1.65K $584K
MBIN
Merchants Bancorp

Financial Services
-16
- 0.14%
$39.38 - $52.59 $630 - $841
11.1K $500K
PCTY
Paylocity Holding Corp

Technology
-190
- 7.55%
$132.0 - $165.41 $25.1K - $31.4K
2.33K $383K
NEM
Newmont Corp

Basic Materials
-50
- 0.97%
$41.65 - $55.85 $2.08K - $2.79K
5.1K $272K
EFX
Equifax Inc

Industrials
-8
- 0.54%
$236.42 - $307.13 $1.89K - $2.46K
1.48K $435K
GE
General Electric CO

Industrials
-182
- 4.59%
$156.66 - $189.66 $28.5K - $34.5K
3.78K $713K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-490
- 3.92%
$475.2 - $527.7 $233K - $259K
12K $6.33M
LMT
Lockheed Martin Corp

Industrials
-129
- 8.84%
$460.3 - $584.56 $59.4K - $75.4K
1.33K $777K
EVRI
Everi Holdings Inc.

Consumer Cyclical
-8.74K
- 18.82%
$8.13 - $13.19 $71K - $115K
37.7K $495K
LOW
Lowes Companies Inc

Consumer Cyclical
-122
- 4.38%
$213.3 - $270.78 $26K - $33K
2.67K $721K
AEP
American Electric Power CO Inc

Utilities
-363
- 3.62%
$87.11 - $104.95 $31.6K - $38.1K
9.66K $990K
IBM
International Business Machines Corp

Technology
-281
- 6.53%
$175.1 - $223.38 $49.2K - $62.8K
4.02K $889K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-17
- 0.08%
$113.41 - $125.62 $1.93K - $2.14K
21.7K $2.73M
ETN
Eaton Corp PLC

Industrials
-148
- 1.21%
$272.52 - $333.02 $40.3K - $49.3K
12.1K $4.01M
BALL
Ball Corp

Consumer Cyclical
-15
- 0.07%
$58.86 - $67.91 $883 - $1.02K
21.9K $1.49M
VO
Vanguard Mid Cap ETF

ETFs
-91
- 0.99%
$237.84 - $263.83 $21.6K - $24K
9.08K $2.39M
NI
Nisource Inc.

Utilities
-271
- 0.8%
$28.54 - $34.64 $7.73K - $9.39K
33.6K $1.16M
NEE
Nextera Energy Inc

Utilities
-74
- 0.51%
$69.9 - $84.97 $5.17K - $6.29K
14.6K $1.23M
GLW
Corning Inc

Technology
-539
- 1.34%
$37.76 - $46.2 $20.4K - $24.9K
39.6K $1.79M
JCPI
Jp Morgan Exchange Traded Fd T

ETFs
-4.87K
- 1.33%
$46.51 - $48.2 $226K - $235K
360K $17.3M
HBNC
Horizon Bancorp Inc

Financial Services
-81
- 0.1%
$11.89 - $16.57 $963 - $1.34K
83K $1.29M
VXF
Vanguard Extended Market ETF

ETFs
-527
- 1.88%
$163.98 - $182.92 $86.4K - $96.4K
27.5K $5M
META
Meta Platforms, Inc.

Communication Services
-38
- 0.81%
$453.41 - $572.44 $17.2K - $21.8K
4.66K $2.67M
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
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