OXFORD FINANCIAL GROUP, LTD. LLC Q1 2023 Filing

Filed May 12, 2023

Portfolio Value

$891.2T

Holdings

260

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (260 positions)

#StockSharesValue% PortfolioType
101
LOWLOWES COS INC
2,756$551.1B0.06%
102
DHRDANAHER CORPORATION
2,138$538.9B0.06%
103
GOOGALPHABET INC
5,153$535.9B0.06%
104
WMTWALMART INC
3,627$534.8B0.06%
105
SHOPSHOPIFY INC
11,100$532.1B0.06%
106
VVISA INC
2,341$527.8B0.06%
107
FFORD MTR CO DEL
41,712$525.6B0.06%
108
TIPISHARES TR
4,751$523.8B0.06%
109
IWPISHARES TR
5,674$516.6B0.06%
110
RTXRAYTHEON TECHNOLOGIES CORP
5,235$512.7B0.06%
111
SLBSCHLUMBERGER LTD
10,398$510.5B0.06%
112
AQLTISHARES TR
4,338$508.3B0.06%
113
IJRISHARES TR
5,241$506.8B0.06%
114
TSLATESLA INC
2,323$481.9B0.05%
115
DFUVDIMENSIONAL ETF TRUST
14,330$479.8B0.05%
116
QNSTQUINSTREET INC
29,250$464.2B0.05%
117
ACNACCENTURE PLC IRELAND
1,615$461.6B0.05%
118
PCTYPAYLOCITY HLDG CORP
2,313$459.8B0.05%
119
ABBVABBVIE INC
2,876$458.4B0.05%
120
USMVISHARES TR
6,293$457.7B0.05%
121
QUALISHARES TR
3,622$449.4B0.05%
122
LMTLOCKHEED MARTIN CORP
932$440.6B0.05%
123
SLVISHARES SILVER TR
19,590$433.3B0.05%
124
WFCWELLS FARGO CO NEW
11,155$417.0B0.05%
125
USBUS BANCORP DEL
10,979$395.8B0.04%
126
TJXTJX COS INC NEW
4,775$374.2B0.04%
127
XLFSELECT SECTOR SPDR TR
11,585$372.5B0.04%
128
CSCOCISCO SYS INC
7,059$369.0B0.04%
129
4I1PHILIP MORRIS INTL INC
3,751$364.8B0.04%
130
SCCOSOUTHERN COPPER CORP
4,778$364.3B0.04%
131
ADPAUTOMATIC DATA PROCESSING IN
1,614$359.3B0.04%
132
METAMETA PLATFORMS INC
1,669$353.7B0.04%
133
SBUXSTARBUCKS CORP
3,366$350.5B0.04%
134
EFXEQUIFAX INC
1,714$347.7B0.04%
135
PEGPUBLIC SVC ENTERPRISE GRP IN
5,499$343.4B0.04%
136
LINLINDE PLC
942$334.8B0.04%
137
CMCSACOMCAST CORP NEW
8,810$334.0B0.04%
138
UNHUNITEDHEALTH GROUP INC
700$330.8B0.04%
139
SCHFSCHWAB STRATEGIC TR
9,484$330.1B0.04%
140
IWOISHARES TR
1,453$329.6B0.04%
141
CECELANESE CORP DEL
2,969$323.3B0.04%
142
FNDFSCHWAB STRATEGIC TR
10,238$320.1B0.04%
143
AEEAMEREN CORP
3,649$315.2B0.04%
144
SYKSTRYKER CORPORATION
1,098$313.3B0.04%
145
AVGOBROADCOM INC
485$311.1B0.03%
146
CLCOLGATE PALMOLIVE CO
4,065$305.5B0.03%
147
1ZRATLANTIC COASTAL ACQUISTN CO
30,250$304.6B0.03%
148
VIGVANGUARD SPECIALIZED FUNDS
1,973$303.9B0.03%
149
BPBP PLC
7,927$300.8B0.03%
150
ORLYOREILLY AUTOMOTIVE INC
352$298.8B0.03%
151
PNCPNC FINL SVCS GROUP INC
2,339$297.3B0.03%
152
VTEBVANGUARD MUN BD FDS
5,757$291.6B0.03%
153
HONHONEYWELL INTL INC
1,525$291.5B0.03%
154
MBINMERCHANTS BANCORP IND
11,137$290.0B0.03%
155
ATSG*AIR TRANSPORT SERVICES GRP I
13,870$288.9B0.03%
156
FXFINVESCO CURRENCYSHARES SWISS
2,950$287.3B0.03%
157
INTCINTEL CORP
8,764$286.3B0.03%
158
EOGEOG RES INC
2,462$282.2B0.03%
159
MAMASTERCARD INCORPORATED
763$277.3B0.03%
160
HZNPHORIZON THERAPEUTICS PUB L
2,500$272.9B0.03%
161
SUSAISHARES TR
3,106$272.6B0.03%
162
FITBFIFTH THIRD BANCORP
10,114$269.4B0.03%
163
CAHCARDINAL HEALTH INC
3,492$263.6B0.03%
164
LITGLOBAL X FDS
4,137$262.9B0.03%
165
CATCATERPILLAR INC
1,143$261.5B0.03%
166
IEMGISHARES INC
5,297$258.4B0.03%
167
GEGENERAL ELECTRIC CO
2,594$248.0B0.03%
168
BDXBECTON DICKINSON & CO
986$244.1B0.03%
169
GEHCGE HEALTHCARE TECHNOLOGIES I
2,944$241.5B0.03%
170
VSCOVICTORIAS SECRET AND CO
7,048$240.7B0.03%
171
CVSCVS HEALTH CORP
3,221$239.3B0.03%
172
DOVDOVER CORP
1,573$239.0B0.03%
173
PHOINVESCO EXCHANGE TRADED FD T
4,440$236.9B0.03%
174
WEPMAGELLAN MIDSTREAM PRTNRS LP
4,315$234.1B0.03%
175
IBMINTERNATIONAL BUSINESS MACHS
1,766$231.5B0.03%
176
PFEPFIZER INC
5,638$230.0B0.03%
177
PYPLPAYPAL HLDGS INC
2,969$225.5B0.03%
178
SPGSIMON PPTY GROUP INC NEW
1,981$221.8B0.02%
179
CRMSALESFORCE INC
1,106$221.0B0.02%
180
DWDMORGAN STANLEY
2,497$219.2B0.02%
181
INBKFIRST INTERNET BANCORP
13,034$217.0B0.02%
182
CSXCSX CORP
7,117$213.1B0.02%
183
GSGOLDMAN SACHS GROUP INC
651$212.9B0.02%
184
CFAVICTORY PORTFOLIOS II
3,050$209.7B0.02%
185
VUGVANGUARD INDEX FDS
829$206.8B0.02%
186
CNRCANADIAN NATL RY CO
1,750$206.4B0.02%
187
FRMEFIRST MERCHANTS CORP
6,222$205.0B0.02%
188
EWEDWARDS LIFESCIENCES CORP
2,455$203.1B0.02%
189
DDOMINION ENERGY INC
3,579$200.1B0.02%
190
VVVANGUARD INDEX FDS
1,051$196.3B0.02%
191
ETENERGY TRANSFER L P
15,599$194.5B0.02%
192
EEMISHARES TR
4,140$163.4B0.02%
193
FNDESCHWAB STRATEGIC TR
6,269$163.3B0.02%
194
EFAVISHARES TR
2,114$143.0B0.02%
195
AGGISHARES TR
1,297$129.3B0.01%
196
ICLNISHARES TR
6,300$124.6B0.01%
197
INGING GROEP N.V.
10,000$118.7B0.01%
198
IJTISHARES TR
1,067$117.3B0.01%
199
SPEMSPDR INDEX SHS FDS
3,349$114.3B0.01%
200
NRGVENERGY VAULT HOLDINGS INC
50,700$108.5B0.01%
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