Oxford Financial Group LTD has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.58 Billion distributed in 295 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $217M, Vanguard Total Stock Market Et with a value of $199M, Intuitive Surgical Inc with a value of $107M, Ishares National Muni Bond ETF with a value of $105M, and ETF Ser Solution Distillate Us with a value of $94.5M.
Examining the 13F form we can see an increase of $62.3M in the current position value, from $1.51B to 1.58B.
Oxford Financial Group LTD is based out at Indianapolis, IN
Below you can find more details about Oxford Financial Group LTD portfolio as well as his latest detailed transactions.
Portfolio value
$1.58 Billion
ETFs: $994 Million
Healthcare: $333 Million
Technology: $85.1 Million
Financial Services: $58.1 Million
Consumer Cyclical: $53.6 Million
Industrials: $19.7 Million
Consumer Defensive: $10.1 Million
Communication Services: $7.91 Million
Other: $14.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
