Oxford Financial Group LTD has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.54 Billion distributed in 300 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $211M, Eli Lilly & CO with a value of $187M, Listed Fds Tr Horizon Kinetics with a value of $150M, Intuitive Surgical Inc with a value of $107M, and Ishares National Muni Bond ETF with a value of $102M.
Examining the 13F form we can see an decrease of $38.5M in the current position value, from $1.58B to 1.54B.
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
$1.54 Billion
ETFs: $995 Million
Healthcare: $302 Million
Technology: $86.8 Million
Consumer Cyclical: $53.9 Million
Financial Services: $49 Million
Industrials: $20.7 Million
Consumer Defensive: $9.25 Million
Communication Services: $7.53 Million
Other: $12.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
