OXFORD FINANCIAL GROUP, LTD. LLC Q1 2024 Filing
Filed May 13, 2024
Portfolio Value
$1.4B
Holdings
274
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (274 positions)
| Stock | Value |
|---|---|
LLYELI LILLY & CO | $274.6M |
VTIVANGUARD INDEX FDS | $172.4M |
MUBISHARES TR | $102.9M |
DSTLETF SER SOLUTIONS | $90.1M |
ISRGINTUITIVE SURGICAL INC | $80.3M |
AVUVAMERICAN CENTY ETF TR | $66.8M |
REETISHARES TR | $60.5M |
IVVISHARES TR | $52.7M |
VTVVANGUARD INDEX FDS | $48.5M |
FNDXSCHWAB STRATEGIC TR | $27.6M |
ACWIISHARES TR | $26.4M |
WGOWINNEBAGO INDS INC | $25.8M |
SPYSPDR S&P 500 ETF TR | $25.7M |
AAPLAPPLE INC | $23.0M |
MCDMCDONALDS CORP | $22.5M |
MTUMISHARES TR | $20.5M |
JCPIJ P MORGAN EXCHANGE TRADED F | $17.0M |
VTVANGUARD INTL EQUITY INDEX F | $15.5M |
EFAISHARES TR | $14.0M |
NVDANVIDIA CORPORATION | $11.8M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $10.8M |
IWBISHARES TR | $10.4M |
JPMJPMORGAN CHASE & CO | $8.9M |
IWDISHARES TR | $7.9M |
DPZDOMINOS PIZZA INC | $7.5M |
KEKIMBALL ELECTRONICS INC | $7.4M |
MSFTMICROSOFT CORP | $7.4M |
SYBTSTOCK YDS BANCORP INC | $7.2M |
NKENIKE INC | $7.1M |
VOOVANGUARD INDEX FDS | $6.1M |
ON1OLD NATL BANCORP IND | $5.8M |
IWNISHARES TR | $5.4M |
ESGEISHARES INC | $5.1M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $5.1M |
VXFVANGUARD INDEX FDS | $4.5M |
AMZNAMAZON COM INC | $4.5M |
GNRSPDR INDEX SHS FDS | $4.4M |
IVWISHARES TR | $3.9M |
ETNEATON CORP PLC | $3.8M |
GIISPDR INDEX SHS FDS | $3.2M |
IWFISHARES TR | $3.0M |
IVEISHARES TR | $2.9M |
COSTCOSTCO WHSL CORP NEW | $2.8M |
XOMEXXON MOBIL CORP | $2.5M |
PGPROCTER AND GAMBLE CO | $2.5M |
VVVANGUARD INDEX FDS | $2.2M |
NDQINVESCO QQQ TR | $2.1M |
ITOTISHARES TR | $2.1M |
IWVISHARES TR | $2.1M |
METAMETA PLATFORMS INC | $2.1M |
KKRKKR & CO INC | $2.1M |
HDHOME DEPOT INC | $2.0M |
VYMVANGUARD WHITEHALL FDS | $1.9M |
MDYSPDR S&P MIDCAP 400 ETF TR | $1.8M |
JNJJOHNSON & JOHNSON | $1.8M |
IWMISHARES TR | $1.6M |
AONAON PLC | $1.6M |
GOOGLALPHABET INC | $1.6M |
VBVANGUARD INDEX FDS | $1.5M |
HNIHNI CORP | $1.5M |
BALLBALL CORP | $1.5M |
IJHISHARES TR | $1.5M |
RJFRAYMOND JAMES FINL INC | $1.4M |
VEUVANGUARD INTL EQUITY INDEX F | $1.4M |
GOOGALPHABET INC | $1.4M |
INTUINTUIT | $1.4M |
VEAVANGUARD TAX-MANAGED FDS | $1.4M |
VNQVANGUARD INDEX FDS | $1.4M |
VOVANGUARD INDEX FDS | $1.4M |
VWOVANGUARD INTL EQUITY INDEX F | $1.3M |
FFORD MTR CO DEL | $1.3M |
IWRISHARES TR | $1.3M |
SCHGSCHWAB STRATEGIC TR | $1.2M |
DYHTARGET CORP | $1.1M |
ORCLORACLE CORP | $1.1M |
HBNCHORIZON BANCORP INC | $1.1M |
VVISA INC | $1.1M |
AVGOBROADCOM INC | $1.0M |
SCHESCHWAB STRATEGIC TR | $1.0M |
ABBVABBVIE INC | $1.0M |
SNEXSTONEX GROUP INC | $997K |
BXBLACKSTONE INC | $979K |
DGROISHARES TR | $940K |
NINISOURCE INC | $928K |
WMTWALMART INC | $917K |
NEENEXTERA ENERGY INC | $915K |
PEYINVESCO EXCHANGE TRADED FD T | $907K |
KOCOCA COLA CO | $898K |
VGTVANGUARD WORLD FD | $886K |
MRKMERCK & CO INC | $861K |
AMGNAMGEN INC | $839K |
AEPAMERICAN ELEC PWR CO INC | $815K |
BABOEING CO | $781K |
AORISHARES TR | $774K |
EFGISHARES TR | $771K |
DEDEERE & CO | $765K |
EFAXSPDR INDEX SHS FDS | $760K |
SCHXSCHWAB STRATEGIC TR | $738K |
ABTABBOTT LABS | $734K |
CVXCHEVRON CORP NEW | $727K |
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