OXFORD FINANCIAL GROUP, LTD. LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$1.4B
Holdings
261
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (261 positions)
| Stock | Value |
|---|---|
WMTWALMART INC | $724K |
XLKSELECT SECTOR SPDR TR | $703K |
UPGDINVESCO EXCHANGE TRADED FD T | $700K |
AQLTISHARES TR | $698K |
AEEAMEREN CORP | $679K |
EFGISHARES TR | $664K |
TSLATESLA INC | $663K |
IWPISHARES TR | $642K |
VIGVANGUARD SPECIALIZED FUNDS | $636K |
AOAISHARES TR | $619K |
QUALISHARES TR | $619K |
IYHISHARES TR | $612K |
SIVRABRDN SILVER ETF TRUST | $601K |
EMXCISHARES INC | $597K |
BKBANK NEW YORK MELLON CORP | $595K |
RTXRTX CORPORATION | $594K |
DFUVDIMENSIONAL ETF TRUST | $591K |
LMTLOCKHEED MARTIN CORP | $578K |
SCHFSCHWAB STRATEGIC TR | $575K |
3M4MASIMO CORP | $571K |
LOWLOWES COS INC | $569K |
UNHUNITEDHEALTH GROUP INC | $568K |
AMGNAMGEN INC | $553K |
LINLINDE PLC | $548K |
SYKSTRYKER CORPORATION | $532K |
WFCWELLS FARGO CO NEW | $531K |
PGRPROGRESSIVE CORP | $518K |
4I1PHILIP MORRIS INTL INC | $508K |
XCEMCOLUMBIA ETF TR II | $507K |
XLFSELECT SECTOR SPDR TR | $507K |
ELVELEVANCE HEALTH INC | $495K |
AORISHARES TR | $493K |
SPGSIMON PPTY GROUP INC NEW | $490K |
DISDISNEY WALT CO | $489K |
INTUINTUIT | $489K |
CRMSALESFORCE INC | $484K |
ACNACCENTURE PLC IRELAND | $480K |
KKRKKR & CO INC | $462K |
DEDEERE & CO | $460K |
SCCOSOUTHERN COPPER CORP | $458K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $453K |
FFORD MTR CO | $449K |
KMIKINDER MORGAN INC DEL | $442K |
PCTYPAYLOCITY HLDG CORP | $431K |
PEPPEPSICO INC | $418K |
MRKMERCK & CO INC | $407K |
ATECALPHATEC HLDGS INC | $406K |
FISVFISERV INC | $388K |
SLBSCHLUMBERGER LTD | $386K |
NFLXNETFLIX INC | $382K |
SPSMSPDR SER TR | $382K |
IWOISHARES TR | $379K |
SHOPSHOPIFY INC | $372K |
FITBFIFTH THIRD BANCORP | $370K |
PNRPENTAIR PLC | $362K |
AXPAMERICAN EXPRESS CO | $362K |
TIPISHARES TR | $358K |
EFXEQUIFAX INC | $356K |
INBKFIRST INTERNET BANCORP | $349K |
USBUS BANCORP DEL | $346K |
SUSAISHARES TR | $344K |
GSGOLDMAN SACHS GROUP INC | $344K |
DHRDANAHER CORPORATION | $344K |
BACBANK AMERICA CORP | $338K |
USMVISHARES TR | $336K |
OKEONEOK INC NEW | $335K |
PNCPNC FINL SVCS GROUP INC | $329K |
RSPINVESCO EXCHANGE TRADED FD T | $328K |
OEFISHARES TR | $319K |
ADPAUTOMATIC DATA PROCESSING IN | $316K |
SNEXSTONEX GROUP INC | $315K |
ECLECOLAB INC | $302K |
CATCATERPILLAR INC | $301K |
BMYBRISTOL-MYERS SQUIBB CO | $300K |
OBDCBLUE OWL CAPITAL CORPORATION | $300K |
EOGEOG RES INC | $296K |
BACVERIZON COMMUNICATIONS INC | $292K |
ROPROPER TECHNOLOGIES INC | $292K |
ATOATMOS ENERGY CORP | $292K |
BPBP PLC | $287K |
PHOINVESCO EXCHANGE TRADED FD T | $286K |
TYLTYLER TECHNOLOGIES INC | $279K |
WGOWINNEBAGO INDS INC | $278K |
NKENIKE INC | $271K |
GEHCGE HEALTHCARE TECHNOLOGIES I | $270K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $270K |
CSCOCISCO SYS INC | $262K |
DOVDOVER CORP | $261K |
NVONOVO-NORDISK A S | $253K |
SOSOUTHERN CO | $248K |
MPCMARATHON PETE CORP | $246K |
GMGENERAL MTRS CO | $245K |
NOWSERVICENOW INC | $238K |
EPDENTERPRISE PRODS PARTNERS L | $238K |
DONSPDR DOW JONES INDL AVERAGE | $236K |
TAT&T INC | $235K |
CMCSACOMCAST CORP NEW | $228K |
TKRTIMKEN CO | $220K |
AMDADVANCED MICRO DEVICES INC | $219K |
WELLWELLTOWER INC | $218K |