Oxford Financial Group LTD Portfolio Holdings
Oxford Financial Group LTD
- $1.68 Billion
- Q2 2025
Oxford Financial Group LTD has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.68 Billion distributed in 259 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 $265M, Intuitive Surgical Inc with a value of $180M, Listed Fds Tr Horizon Kinetics with a value of $169M, Eli Lilly & CO with a value of $120M, and Ishares National Muni Bond ETF with a value of $98.9M.
Examining the 13F form we can see an increase of $257M in the current position value, from $1.42B to 1.68B.
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 Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 259
- Current Value $1.68 Billion
- Prior Value $1.42 Billion
- Filing
- Period Q2 2025
- Filing Date August 14, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 11 stocks
- Additional Purchases 60 stocks
- Sold out of 0 stocks
- Reduced holdings in 108 stocks