OXFORD FINANCIAL GROUP, LTD. LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$1.7B
Holdings
259
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (259 positions)
| Stock | Value |
|---|---|
UPGDINVESCO EXCHANGE TRADED FD T | $710K |
PEYINVESCO EXCHANGE TRADED FD T | $704K |
WMTWALMART INC | $690K |
EMXCISHARES INC | $684K |
NOWSERVICENOW INC | $676K |
VVISA INC | $671K |
AQLTISHARES TR | $671K |
VIGVANGUARD SPECIALIZED FUNDS | $671K |
QUALISHARES TR | $663K |
DISDISNEY WALT CO | $658K |
AEEAMEREN CORP | $649K |
AOAISHARES TR | $649K |
BKBANK NEW YORK MELLON CORP | $646K |
SCHFSCHWAB STRATEGIC TR | $643K |
SIVRABRDN SILVER ETF TRUST | $637K |
RTXRTX CORPORATION | $628K |
4I1PHILIP MORRIS INTL INC | $619K |
DFUVDIMENSIONAL ETF TRUST | $606K |
CVXCHEVRON CORP NEW | $599K |
XCEMCOLUMBIA ETF TR II | $587K |
3M4MASIMO CORP | $577K |
IYHISHARES TR | $568K |
ACNACCENTURE PLC IRELAND | $543K |
LMTLOCKHEED MARTIN CORP | $539K |
WFCWELLS FARGO CO NEW | $538K |
LOWLOWES COS INC | $533K |
TSLATESLA INC | $530K |
KKRKKR & CO INC | $526K |
AORISHARES TR | $524K |
DEDEERE & CO | $506K |
NFLXNETFLIX INC | $502K |
FFORD MTR CO | $490K |
AMGNAMGEN INC | $488K |
SCCOSOUTHERN COPPER CORP | $487K |
PGRPROGRESSIVE CORP | $476K |
SPGSIMON PPTY GROUP INC NEW | $472K |
OEFISHARES TR | $470K |
XLFSELECT SECTOR SPDR TR | $464K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $455K |
KMIKINDER MORGAN INC DEL | $452K |
CRMSALESFORCE INC | $452K |
LINLINDE PLC | $446K |
ATECALPHATEC HLDGS INC | $444K |
ELVELEVANCE HEALTH INC | $442K |
PNRPENTAIR PLC | $425K |
IWOISHARES TR | $420K |
MIGAMICROSTRATEGY INC | $419K |
AXPAMERICAN EXPRESS CO | $419K |
PCTYPAYLOCITY HLDG CORP | $417K |
SPSMSPDR SERIES TRUST | $400K |
SYKSTRYKER CORPORATION | $396K |
SHOPSHOPIFY INC | $392K |
HONHONEYWELL INTL INC | $390K |
SNEXSTONEX GROUP INC | $385K |
FITBFIFTH THIRD BANCORP | $384K |
SUSAISHARES TR | $380K |
USBUS BANCORP DEL | $371K |
MBINMERCHANTS BANCORP IND | $368K |
TIPISHARES TR | $354K |
INBKFIRST INTERNET BANCORP | $351K |
RSPINVESCO EXCHANGE TRADED FD T | $344K |
DHRDANAHER CORPORATION | $335K |
MRKMERCK & CO INC | $334K |
BACBANK AMERICA CORP | $330K |
GSGOLDMAN SACHS GROUP INC | $322K |
ADPAUTOMATIC DATA PROCESSING IN | $319K |
LENLENNAR CORP | $311K |
PHOINVESCO EXCHANGE TRADED FD T | $310K |
WGOWINNEBAGO INDS INC | $309K |
SLBSCHLUMBERGER LTD | $309K |
PEPPEPSICO INC | $302K |
NKENIKE INC | $302K |
CEGCONSTELLATION ENERGY CORP | $294K |
OBDCBLUE OWL CAPITAL CORPORATION | $294K |
AMDADVANCED MICRO DEVICES INC | $289K |
ATOATMOS ENERGY CORP | $289K |
FISVFISERV INC | $289K |
UNHUNITEDHEALTH GROUP INC | $288K |
NVTNVENT ELECTRIC PLC | $282K |
OKEONEOK INC NEW | $276K |
EOGEOG RES INC | $276K |
CATCATERPILLAR INC | $274K |
DOVDOVER CORP | $272K |
CSCOCISCO SYS INC | $271K |
USMVISHARES TR | $271K |
IBITISHARES BITCOIN TRUST ETF | $271K |
BACVERIZON COMMUNICATIONS INC | $267K |
MPCMARATHON PETE CORP | $266K |
ROPROPER TECHNOLOGIES INC | $259K |
BPBP PLC | $248K |
GMGENERAL MTRS CO | $247K |
CSXCSX CORP | $230K |
CAHCARDINAL HEALTH INC | $225K |
BMYBRISTOL-MYERS SQUIBB CO | $224K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $221K |
ESGVVANGUARD WORLD FD | $219K |
INGING GROEP N.V. | $219K |
GEHCGE HEALTHCARE TECHNOLOGIES I | $218K |
TKRTIMKEN CO | $218K |
ICLNISHARES TR | $218K |