Oxford Financial Group LTD Sells in Q3 2024

Oxford Financial Group LTD

  • $1.58 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-4.08K
- 1.64%
$772.14 - $960.02 $3.15M - $3.92M
245K $217M
VEA
Vanguard Ftse Developed Market

ETFs
-49.9K
- 63.76%
$47.6 - $53.31 $2.38M - $2.66M
28.4K $1.5M
IWL
Ishares Tr Russell 200 ETF

ETFs
-11.4K
- 66.6%
$126.32 - $140.44 $1.43M - $1.6M
5.7K $800K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-10.3K
- 11.05%
$175.46 - $203.3 $1.81M - $2.1M
83.2K $16.9M
KE
Kimball Electronics, Inc.

Industrials
-1.26K
- 0.37%
$17.31 - $24.28 $21.9K - $30.7K
342K $6.34M
NVDA
Nvidia Corp

Technology
-6.68K
- 4.68%
$98.91 - $134.91 $660K - $901K
136K $16.5M
GOOG
Alphabet Inc.

Communication Services
-4.24K
- 30.64%
$149.54 - $192.66 $633K - $816K
9.59K $1.6M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.04K
- 6.8%
$161.02 - $200.0 $329K - $408K
28K $5.21M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-3.5K
- 9.66%
$283.28 - $314.39 $992K - $1.1M
32.8K $10.3M
GOOGL
Alphabet Inc.

Communication Services
-1.7K
- 14.72%
$148.65 - $191.18 $253K - $325K
9.85K $1.63M
BAC
Bank Of America Corp

Financial Services
-8.68K
- 46.67%
$36.65 - $44.13 $318K - $383K
9.92K $393K
AOR
Ishares Tr Core Growth Allocat

ETFs
-5.57K
- 40.05%
$55.15 - $59.31 $307K - $330K
8.34K $493K
QCOM
Qualcomm Inc

Technology
-885
- 27.08%
$156.12 - $209.64 $138K - $186K
2.38K $405K
VNQ
Vanguard Specialized Funds Van

ETFs
-5.07K
- 27.27%
$82.97 - $98.97 $420K - $501K
13.5K $1.32M
JPM
Jpmorgan Chase & CO

Financial Services
-2.95K
- 6.35%
$194.9 - $224.8 $574K - $662K
43.5K $9.17M
CVX
Chevron Corp

Energy
-1.16K
- 20.62%
$137.88 - $161.97 $159K - $187K
4.45K $654K
HON
Honeywell International Inc

Industrials
-958
- 31.61%
$196.73 - $220.21 $188K - $211K
2.07K $428K
MA
Mastercard Inc

Financial Services
-683
- 29.96%
$429.6 - $500.99 $293K - $342K
1.6K $788K
IWR
Ishares Russell Mid Cap ETF

ETFs
-4.63K
- 16.9%
$79.92 - $88.19 $370K - $408K
22.8K $2.01M
KKR
Kkr & Co. Inc.

Financial Services
-6.03K
- 26.54%
$104.51 - $133.23 $630K - $803K
16.7K $2.18M
ROP
Roper Technologies Inc

Industrials
-364
- 38.72%
$515.25 - $576.55 $188K - $210K
576 $320K
RJF
Raymond James Financial Inc

Financial Services
-1.4K
- 12.18%
$106.39 - $125.13 $149K - $175K
10.1K $1.24M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-300
- 5.04%
$211.47 - $281.27 $63.4K - $84.4K
5.65K $1.39M
PG
Procter & Gamble CO

Consumer Defensive
-1.78K
- 10.0%
$160.76 - $177.82 $286K - $317K
16K $2.78M
VZ
Verizon Communications Inc

Communication Services
-4.37K
- 42.76%
$38.89 - $45.0 $170K - $197K
5.85K $262K
UPS
United Parcel Service Inc

Industrials
-1.14K
- 37.73%
$123.32 - $147.38 $140K - $167K
1.87K $255K
CAT
Caterpillar Inc

Industrials
-730
- 30.44%
$316.8 - $391.12 $231K - $286K
1.67K $652K
PEP
Pepsico Inc

Consumer Defensive
-970
- 20.95%
$161.9 - $179.3 $157K - $174K
3.66K $622K
BA
Boeing CO

Industrials
-105
- 2.51%
$152.04 - $190.6 $16K - $20K
4.07K $619K
NFLX
Netflix Inc

Communication Services
-229
- 36.12%
$598.55 - $722.26 $137K - $165K
405 $287K
F
Ford Motor CO

Consumer Cyclical
-3.59K
- 7.09%
$9.71 - $14.55 $34.9K - $52.2K
47.1K $496K
CSCO
Cisco Systems, Inc.

Technology
-4.08K
- 28.76%
$44.74 - $53.22 $182K - $217K
10.1K $537K
XOM
Exxon Mobil Corp

Energy
-1.56K
- 6.83%
$109.72 - $119.0 $171K - $186K
21.3K $2.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.48K
- 31.96%
$96.25 - $101.98 $142K - $151K
3.15K $318K
VT
Vanguard Total World Stk Index

ETFs
-7.64K
- 6.85%
$107.72 - $119.96 $823K - $917K
104K $12.4M
SNEX
Stone X Group Inc.

Financial Services
-2.68K
- 18.9%
$73.76 - $84.42 $198K - $226K
11.5K $942K
ADP
Automatic Data Processing Inc

Industrials
-714
- 37.66%
$233.44 - $279.45 $167K - $200K
1.18K $327K
BLK
Black Rock Inc.

Financial Services
-195
- 46.32%
$782.27 - $949.51 $153K - $185K
226 $214K
TSLA
Tesla, Inc.

Consumer Cyclical
-1.35K
- 35.81%
$191.76 - $263.26 $258K - $355K
2.41K $631K
CRM
Salesforce, Inc.

Technology
-537
- 22.95%
$238.42 - $276.53 $128K - $148K
1.8K $493K
MS
Morgan Stanley

Financial Services
-1.26K
- 35.73%
$92.07 - $106.96 $116K - $135K
2.27K $236K
ELV
Elevance Health, Inc.

Healthcare
-151
- 11.71%
$500.12 - $562.29 $75.5K - $84.9K
1.14K $591K
INTU
Intuit Inc

Technology
-43
- 1.94%
$602.97 - $670.49 $25.9K - $28.8K
2.17K $1.35M
NVO
Novo Nordisk A S

Healthcare
-80
- 2.01%
$119.07 - $145.42 $9.53K - $11.6K
3.9K $464K
VLO
Valero Energy Corp

Energy
-273
- 8.88%
$132.81 - $163.48 $36.3K - $44.6K
2.8K $378K
SLB
Schlumberger Limited

Energy
-1.08K
- 10.39%
$39.57 - $49.67 $42.9K - $53.8K
9.35K $392K
FITB
Fifth Third Bancorp

Financial Services
-4.48K
- 30.87%
$36.01 - $43.64 $161K - $195K
10K $429K
JNJ
Johnson & Johnson

Healthcare
-1.9K
- 14.33%
$145.48 - $167.38 $276K - $318K
11.3K $1.84M
AMD
Advanced Micro Devices Inc

Technology
-619
- 20.1%
$128.67 - $183.96 $79.6K - $114K
2.46K $403K
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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