OXFORD FINANCIAL GROUP, LTD. LLC Q2 2024 Filing

Filed August 14, 2024

Portfolio Value

$1.5T

Holdings

320

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (320 positions)

StockValue
PCTYPAYLOCITY HLDG CORP
$331.9M
BLKCHFBLACKROCK INC
$331.5M
BNBROOKFIELD CORP
$330.6M
GSGOLDMAN SACHS GROUP INC
$330.2M
SHOPSHOPIFY INC
$328.7M
EOGEOG RES INC
$325.4M
FISVFISERV INC
$324.8M
PNRPENTAIR PLC
$316.4M
CMGCHIPOTLE MEXICAN GRILL INC
$316.4M
RSPINVESCO EXCHANGE TRADED FD T
$310.7M
TTDTHE TRADE DESK INC
$310.4M
CSXCSX CORP
$306.7M
FNDFSCHWAB STRATEGIC TR
$304.6M
BPBP PLC
$301.8M
USMVISHARES TR
$301.3M
NOWSERVICENOW INC
$298.9M
NVTNVENT ELECTRIC PLC
$297.3M
BMYBRISTOL-MYERS SQUIBB CO
$295.9M
AMALAMALGAMATED FINANCIAL CORP
$294.4M
FXFINVESCO CURRENCYSHARES SWISS
$292.0M
GEHCGE HEALTHCARE TECHNOLOGIES I
$291.9M
DUKDUKE ENERGY CORP NEW
$288.9M
PHOINVESCO EXCHANGE TRADED FD T
$288.2M
T7DTRANSDIGM GROUP INC
$287.5M
OKEONEOK INC NEW
$285.7M
TKRTIMKEN CO
$282.9M
LYVLIVE NATION ENTERTAINMENT IN
$276.5M
DOVDOVER CORP
$271.9M
AWMSKYWORKS SOLUTIONS INC
$268.4M
DYHTARGET CORP
$266.2M
WMWASTE MGMT INC DEL
$264.8M
REGNREGENERON PHARMACEUTICALS
$260.7M
BDXBECTON DICKINSON & CO
$260.1M
EPDENTERPRISE PRODS PARTNERS L
$251.9M
OEFISHARES TR
$244.7M
FRMEFIRST MERCHANTS CORP
$244.4M
CRWDCROWDSTRIKE HLDGS INC
$242.6M
BNDVANGUARD BD INDEX FDS
$241.9M
IEMGISHARES INC
$237.2M
EMREMERSON ELEC CO
$234.2M
VTEBVANGUARD MUN BD FDS
$230.1M
CPRTCOPART INC
$226.8M
LENLENNAR CORP
$224.5M
HLTHILTON WORLDWIDE HLDGS INC
$224.1M
ATOATMOS ENERGY CORP
$223.5M
NEMNEWMONT CORP
$215.5M
ADSKAUTODESK INC
$214.3M
MDLZMONDELEZ INTL INC
$212.7M
CVSCVS HEALTH CORP
$211.4M
TXNTEXAS INSTRS INC
$207.6M
MPWRMONOLITHIC PWR SYS INC
$205.4M
VBRVANGUARD INDEX FDS
$201.9M
HEIHEICO CORP NEW
$200.6M
IVZINVESCO LTD
$196.4M
ESGVVANGUARD WORLD FD
$192.9M
ATSG*AIR TRANSPORT SERVICES GRP I
$192.6M
TAT&T INC
$191.2M
IYWISHARES TR
$180.6M
EEMISHARES TR
$175.9M
INGING GROEP N.V.
$171.4M
AQLTISHARES TR
$159.7M
FNDESCHWAB STRATEGIC TR
$143.4M
IYY*ISHARES TR
$140.6M
ARKKARK ETF TR
$139.5M
IJTISHARES TR
$137.7M
XLVSELECT SECTOR SPDR TR
$133.4M
SPEMSPDR INDEX SHS FDS
$126.2M
ITBISHARES TR
$114.1M
DFIVDIMENSIONAL ETF TRUST
$104.2M
VOEVANGUARD INDEX FDS
$97.9M
VSGXVANGUARD WORLD FD
$91.8M
VOTVANGUARD INDEX FDS
$88.6M
EWJISHARES INC
$86.8M
QCLNFIRST TR EXCHANGE-TRADED FD
$86.0M
ARKQARK ETF TR
$79.1M
SHYISHARES TR
$78.5M
VGKVANGUARD INTL EQUITY INDEX F
$74.0M
AQLTISHARES TR
$73.8M
MGCVANGUARD WORLD FD
$71.0M
ARKFARK ETF TR
$70.7M
ACWXISHARES TR
$59.9M
QTIQT IMAGING HLDGS INC
$55.8M
ITA*ISHARES TR
$53.3M
ARKTARK ETF TR
$50.8M
NRGVENERGY VAULT HOLDINGS INC
$48.1M
ANGLVANECK ETF TRUST
$39.8M
XLUSELECT SECTOR SPDR TR
$36.2M
IJJISHARES TR
$33.5M
SCHBSCHWAB STRATEGIC TR
$33.0M
MOOVANECK ETF TRUST
$29.1M
VHTVANGUARD WORLD FD
$28.2M
IEFISHARES TR
$27.2M
ARKGARK ETF TR
$25.8M
IXCISHARES TR
$25.6M
FNGRFINGERMOTION INC
$25.5M
AOMISHARES TR
$23.7M
XLESELECT SECTOR SPDR TR
$23.4M
PFFISHARES TR
$22.1M
SPDWSPDR INDEX SHS FDS
$21.3M
VDCVANGUARD WORLD FD
$17.6M
PreviousPage 3 of 4Next