Oxford Financial Group LTD Reduced Holdings in Q1 2025

Oxford Financial Group LTD

Stock	Shares change	Price Range	Shares Held
GII Spdr S&P Global Infrasture ETF ETFs	-2.38K - 4.03%	$58.92 - $62.25 $140K - $148K	56.7K $3.52M
IBM International Business Machines Corp Technology	-367 - 9.32%	$217.4 - $264.74 $79.8K - $97.2K	3.57K $887K
VZ Verizon Communications Inc Communication Services	-52 - 0.8%	$37.81 - $46.49 $1.97K - $2.42K	6.44K $291K
BK Bank Of New York Mellon Corp Financial Services	-167 - 2.3%	$75.42 - $88.95 $12.6K - $14.9K	7.09K $594K
IWD Ishares Russell 1000 Val ETF ETFs	-395 - 0.95%	$182.82 - $196.21 $72.2K - $77.5K	41K $7.71M
EFAX Spdr Index Shs Fds Msci Eafe F ETFs	-32 - 0.17%	$39.43 - $44.62 $1.26K - $1.43K	19K $814K
AEP American Electric Power CO Inc Utilities	-875 - 9.08%	$90.32 - $109.27 $79K - $95.6K	8.76K $957K
CVX Chevron Corp Energy	-68 - 1.53%	$146.71 - $167.97 $9.98K - $11.4K	4.39K $734K
ABBV Abb Vie Inc. Healthcare	-384 - 6.56%	$169.2 - $216.66 $65K - $83.2K	5.47K $1.15M
KO Coca Cola CO Consumer Defensive	-37 - 0.26%	$60.81 - $72.32 $2.25K - $2.68K	14K $1M
XOM Exxon Mobil Corp Energy	-736 - 3.56%	$105.44 - $118.93 $77.6K - $87.5K	19.9K $2.37M
ESGE Ishares, Inc. Ishares Esg Awar ETFs	-2.63K - 1.51%	$32.74 - $36.2 $86K - $95.1K	171K $5.97M
EFA Ishares Tr Msci Eafe ETF ETFs	-7.21K - 4.16%	$74.85 - $84.89 $540K - $612K	166K $13.6M
DPZ Dominos Pizza Inc Consumer Cyclical	-28 - 0.14%	$402.33 - $489.71 $11.3K - $13.7K	20K $9.19M
BRK-B Berkshire Hathaway Inc Class B Financial Services	-1.43K - 6.39%	$442.66 - $534.52 $635K - $767K	21K $11.2M

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