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.

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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.23B
$9.2 Million 0.58% of portfolio
148,191
Q3 2024 Added 0.09%
$2.32B
$1.82 Million 0.12% of portfolio
33,799
Q3 2024 Added 0.6%
$2.08B
$942,000 0.06% of portfolio
11,503
Q3 2024 Reduced 18.9%
$9.09B
$459,000 0.03% of portfolio
3,446
Q1 2024 Added 0.47%
$8.09B
$362,000 0.02% of portfolio
2,666
Q3 2024 Reduced 17.1%
$5.53B
$290,000 0.02% of portfolio
3,454
Q3 2024 Reduced 2.15%
$2.61B
$227,000 0.01% of portfolio
6,119
Q3 2024 Reduced 16.63%
$8.07B
$227,000 0.01% of portfolio
12,942
Q3 2024 Reduced 1.43%

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
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