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)

StockValue
CMCSACOMCAST CORP NEW
$259K
AMALAMALGAMATED FINANCIAL CORP
$258K
GSGOLDMAN SACHS GROUP INC
$254K
BDXBECTON DICKINSON & CO
$249K
FRMEFIRST MERCHANTS CORP
$244K
IEMGISHARES INC
$243K
HIHILLENBRAND INC
$237K
GMGENERAL MTRS CO
$236K
VTEBVANGUARD MUN BD FDS
$232K
OEFISHARES TR
$229K
ATOATMOS ENERGY CORP
$228K
LYVLIVE NATION ENTERTAINMENT IN
$220K
TFCTRUIST FINL CORP
$220K
IVZINVESCO LTD
$216K
LITGLOBAL X FDS
$210K
LRCXEURLAM RESEARCH CORP
$208K
ESGVVANGUARD WORLD FD
$205K
ORLYOREILLY AUTOMOTIVE INC
$204K
ATSG*AIR TRANSPORT SERVICES GRP I
$191K
EEMISHARES TR
$170K
ELANELANCO ANIMAL HEALTH INC
$166K
INGING GROEP N.V.
$165K
AQLTISHARES TR
$163K
IYWISHARES TR
$162K
ARKKARK ETF TR
$159K
XLVSELECT SECTOR SPDR TR
$159K
IJTISHARES TR
$140K
IYY*ISHARES TR
$136K
FNDESCHWAB STRATEGIC TR
$135K
ITBISHARES TR
$131K
SPEMSPDR INDEX SHS FDS
$121K
DFIVDIMENSIONAL ETF TRUST
$107K
VBRVANGUARD INDEX FDS
$101K
EWJISHARES INC
$91K
NRGVENERGY VAULT HOLDINGS INC
$91K
SMRTSMARTRENT INC
$88K
VSGXVANGUARD WORLD FD
$85K
AQLTISHARES TR
$79K
SHYISHARES TR
$79K
ARKQARK ETF TR
$79K
RNWRENEW ENERGY GLOBAL PLC
$78K
ARKFARK ETF TR
$77K
VGKVANGUARD INTL EQUITY INDEX F
$75K
MGCVANGUARD WORLD FD
$67K
QTIQT IMAGING HLDGS INC
$65K
ACWXISHARES TR
$60K
ARKTARK ETF TR
$54K
ITA*ISHARES TR
$53K
XLUSELECT SECTOR SPDR TR
$53K
AMJEURJPMORGAN CHASE & CO
$47K
IJJISHARES TR
$35K
XLESELECT SECTOR SPDR TR
$33K
SCHBSCHWAB STRATEGIC TR
$32K
ARKGARK ETF TR
$32K
VHTVANGUARD WORLD FD
$29K
IEFISHARES TR
$27K
IXCISHARES TR
$27K
AOMISHARES TR
$24K
EFAVISHARES TR
$23K
PFFISHARES TR
$23K
SPDWSPDR INDEX SHS FDS
$22K
LCTXLINEAGE CELL THERAPEUTICS IN
$19K
XLYSELECT SECTOR SPDR TR
$14K
VDEVANGUARD WORLD FD
$13K
VDCVANGUARD WORLD FD
$13K
IUSVISHARES TR
$9K
HYGISHARES TR
$9K
IUSGISHARES TR
$7K
VLUEISHARES TR
$7K
IYRISHARES TR
$7K
AQLTISHARES TR
$7K
IUSBISHARES TR
$6K
DRIVGLOBAL X FDS
$4K
PGFINVESCO EXCHANGE TRADED FD T
$4K
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