Oxford Financial Group LTD Portfolio Holdings
Oxford Financial Group LTD
- $1.58 Billion
- Q3 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 295
- Current Value $1.58 Billion
- Prior Value $1.51 Billion
- Filing
- Period Q3 2024
- Filing Date November 12, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 12 stocks
- Additional Purchases 30 stocks
- Sold out of 0 stocks
- Reduced holdings in 169 stocks