Oxford Financial Group LTD Portfolio Holdings

Oxford Financial Group LTD

  • $1.54 Billion
  • Q4 2024

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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.21B
$10.5 Million 0.68% of portfolio
146,259
Q4 2024 Reduced 1.3%
$2.03B
$1.71 Million 0.11% of portfolio
33,992
Q4 2024 Added 0.57%
$9.43B
$566,000 0.04% of portfolio
3,430
Q4 2024 Reduced 0.46%
$4.05B
$572,000 0.04% of portfolio
2,820
Q4 2024 New
$7.33B
$593,000 0.04% of portfolio
29,447
Q4 2024 New
$4.22B
$251,000 0.02% of portfolio
2,300
Q4 2024 New
$2.44B
$384,000 0.02% of portfolio
9,279
Q4 2024 New
$6.05B
$246,000 0.02% of portfolio
3,454
Q3 2024 Reduced 2.15%
$7.1B
$249,000 0.02% of portfolio
1,886
Q4 2024 New
$8.27B
$223,000 0.01% of portfolio
12,773
Q4 2024 Reduced 1.31%

Summary

  • Portfolio
  • No. of Stocks 300
  • Current Value $1.54 Billion
  • Prior Value $1.58 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 34 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 124 stocks
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