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 |
|---|---|
WELLWELLTOWER INC | $218K |
BDXBECTON DICKINSON & CO | $218K |
ICEINTERCONTINENTAL EXCHANGE IN | $216K |
CEGCONSTELLATION ENERGY CORP | $215K |
PLTRPALANTIR TECHNOLOGIES INC | $211K |
QCOMQUALCOMM INC | $211K |
CSXCSX CORP | $209K |
DUKDUKE ENERGY CORP NEW | $204K |
NVTNVENT ELECTRIC PLC | $202K |
INGING GROEP N.V. | $200K |
ETENERGY TRANSFER L P | $198K |
ESGVVANGUARD WORLD FD | $196K |
HDVISHARES TR | $186K |
ICLNISHARES TR | $182K |
IYWISHARES TR | $169K |
IYY*ISHARES TR | $146K |
ARKKARK ETF TR | $139K |
IEMGISHARES INC | $137K |
EEMISHARES TR | $135K |
IJTISHARES TR | $134K |
SPEMSPDR INDEX SHS FDS | $132K |
DFIVDIMENSIONAL ETF TRUST | $114K |
VOEVANGUARD INDEX FDS | $107K |
VBRVANGUARD INDEX FDS | $100K |
AGGISHARES TR | $97K |
ARKQARK ETF TR | $95K |
VSGXVANGUARD WORLD FD | $95K |
VOTVANGUARD INDEX FDS | $94K |
ARKFARK ETF TR | $84K |
MGCVANGUARD WORLD FD | $72K |
ARKTARK ETF TR | $62K |
SCHDSCHWAB STRATEGIC TR | $60K |
XLVSELECT SECTOR SPDR TR | $53K |
IJKISHARES TR | $50K |
IJJISHARES TR | $49K |
AQLTISHARES TR | $43K |
SCHBSCHWAB STRATEGIC TR | $38K |
QTIQT IMAGING HLDGS INC | $37K |
NRGVENERGY VAULT HOLDINGS INC | $35K |
MOOVANECK ETF TRUST | $28K |
VHTVANGUARD WORLD FD | $28K |
IXCISHARES TR | $26K |
AOMISHARES TR | $24K |
ARKGARK ETF TR | $23K |
SPDWSPDR INDEX SHS FDS | $22K |
PFFISHARES TR | $22K |
FNDFSCHWAB STRATEGIC TR | $17K |
ACWXISHARES TR | $16K |
XLYSELECT SECTOR SPDR TR | $15K |
VDCVANGUARD WORLD FD | $14K |
IVVDINVIVYD INC | $14K |
FNGRFINGERMOTION INC | $14K |
VDEVANGUARD WORLD FD | $13K |
GDXVANECK ETF TRUST | $11K |
IYRISHARES TR | $8K |
VLUEISHARES TR | $7K |
IUSGISHARES TR | $5K |
IUSVISHARES TR | $5K |
PGFINVESCO EXCHANGE TRADED FD T | $4K |
ANGLVANECK ETF TRUST | $3K |
XLESELECT SECTOR SPDR TR | $3K |
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